Grundlæggende statistik
| Institutionelle ejere | 883 total, 883 long only, 0 short only, 0 long/short - change of 3,74% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3739 % - change of 3,05% MRQ |
| Institutionelle aktier (lange) | 82.394.522 (ex 13D/G) - change of 4,07MM shares 5,19% MRQ |
| Institutionel værdi (lang) | $ 8.632.990 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) har 883 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 82,394,522 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Bank Of America Corp /de/, Morgan Stanley, Bank of New York Mellon Corp, Creative Planning, Sei Investments Co, Allstate Corp, Citigroup Inc, Northwestern Mutual Wealth Management Co, and Tiaa Trust, National Association .
iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 28, 2026 is 106,61 / share. Previously, on April 29, 2025, the share price was 105,49 / share. This represents an increase of 1,06% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | Bank of New York Mellon Corp | 5,155,033 | 4,326,731 | -16.07 | 5.20 | -18.75 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 39.353 | 31,61 | 4.199 | 31,52 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 20.314 | 0,00 | 2.168 | 0,00 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 31.952 | 3,63 | 3.409 | 3,55 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 3.094 | 0,00 | 330 | 0,00 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 26.559 | 21,66 | 2.829 | 21,43 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 2.137 | 228 | ||||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 1.141 | 30,40 | 122 | 30,11 | ||||
| 2025-11-14 | 13F | Horiko Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.790 | -62,25 | 298 | -62,31 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 49.788 | -0,90 | 5.302 | -1,08 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 122.239 | -5,01 | 13.043 | -5,09 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 7.717 | 2,52 | 823 | 2,49 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 10.333 | 19,43 | 1.105 | 19,35 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 15.360 | -0,68 | 1.636 | -0,91 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 72.984 | 7.787 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 2.370 | 0,00 | 252 | 0,00 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 8.424 | 44,02 | 899 | 43,91 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 42.074 | -3,27 | 4.489 | -3,34 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 2.846 | -1,56 | 303 | -1,62 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 159.210 | 7,03 | 16.988 | 6,94 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 141.308 | 0,70 | 15.049 | 0,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 49.074 | 106,31 | 5.236 | 106,55 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 53.524 | 18,84 | 6 | 25,00 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 230.806 | 24.627 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 44.557 | -6,58 | 4.754 | -6,64 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 625 | 0,00 | 67 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34.116 | 5,57 | 3.633 | 5,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 7.606 | 0,00 | 810 | -0,12 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 10.111 | 9,06 | 1.079 | 9,00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 25.865 | 2,15 | 2.755 | 1,96 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 195.892 | -0,48 | 20.902 | -0,56 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 2.403 | 256 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 168.082 | 5,89 | 17.934 | 5,81 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 11.559 | -14,69 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 15.923 | -17,42 | 1.696 | -17,60 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0,00 | 6 | 0,00 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 1.972 | 0,00 | 210 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 3.327 | -0,54 | 354 | -0,56 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 23.277 | 0,01 | 2.479 | -0,16 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 23.989 | 64,96 | 2.555 | 64,67 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 16.848 | 0,00 | 1.794 | -0,17 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 56.927 | 2,74 | 6.074 | 2,67 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 73.321 | 0,00 | 7.823 | -0,08 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.804 | 299 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 694.485 | 3,75 | 74.102 | 3,67 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 364 | 0,00 | 39 | 0,00 | ||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 12.753 | 0,00 | 1.358 | -0,15 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 5.205 | -3,81 | 554 | -3,99 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 25.824 | -28,72 | 2.755 | -28,40 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 755.267 | -1,61 | 80.436 | -1,80 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 17.943 | 4,52 | 1.911 | 3,64 | ||||
| 2026-02-11 | 13F | North Dallas Bank & Trust Co | 34.761 | 13,74 | 3.709 | 14,13 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.648 | -13,12 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 113.764 | 12.139 | ||||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 12.399 | 0,62 | 1.321 | 0,46 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 16.436 | -5,97 | 1.750 | -6,17 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.296 | 0,00 | 351 | 0,00 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 3.565 | 0,00 | 380 | -0,26 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.252.435 | 2,27 | 133.635 | 2,20 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 62.084 | -2,41 | 6.624 | -2,49 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 5.929 | 0,00 | 631 | -0,16 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.103 | -87,51 | 224 | -87,53 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 21.074 | 9,71 | 2.244 | 9,52 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 51.686 | 1,77 | 5.515 | 1,68 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 5.210 | -1,03 | 555 | -1,25 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 74.150 | -0,15 | 7.912 | -0,23 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 7.866 | 14,78 | 839 | 14,77 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 2.192 | 234 | ||||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 4.180 | 91,74 | 445 | 91,81 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 47.131 | 2,55 | 5.029 | 2,47 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 2.546 | -3,56 | 271 | -3,56 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.618 | -8,46 | 281 | -7,59 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 2.568 | 0,00 | 273 | -0,36 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 13.868 | 0,00 | 1.477 | -0,20 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 15.271 | 84,70 | 1.629 | 84,69 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 12.485 | -1,36 | 1.333 | -0,89 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 24.378 | 35,55 | 2.601 | 35,47 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 3.555 | 380 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 3.402 | -13,61 | 362 | -13,81 | ||||
| 2026-04-29 | 13F | Invested Advisors | 45.489 | 5,32 | 4.845 | 5,12 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.673.861 | -12,61 | 605.401 | -12,67 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 3.735 | 0,00 | 399 | 0,00 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 3.504 | 0,00 | 374 | -0,27 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 27.614 | 0,00 | 2.946 | -0,07 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 27.927 | 0,00 | 2.974 | -0,17 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 405 | 13.400,00 | 43 | |||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 7.440 | -2,36 | 794 | -2,46 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 8.709 | -3,42 | 928 | -3,64 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 5.003 | -36,91 | 534 | -37,00 | ||||
| 2026-04-22 | 13F | Motco | 637 | 0,00 | 68 | 0,00 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12.187 | -0,90 | 1.299 | -1,14 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 7.350 | 37,38 | 783 | 37,19 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.399 | 9,74 | 788 | 9,60 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 19.410 | -9,30 | 2.071 | -9,37 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 4.905 | 39,39 | 523 | 39,47 | ||||
| 2026-04-08 | 13F | Exchange Bank | 10.360 | -0,72 | 1.103 | -0,90 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.452 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 48.002 | 1,84 | 5.112 | 1,65 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 176.345 | 10,47 | 18.816 | 10,40 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 18.766 | -2,06 | 1.999 | -2,25 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.903 | 310 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 94.282 | 10.060 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 3.216 | 34,06 | 343 | 33,98 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 118.892 | 2,95 | 12.686 | 2,87 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 2.004 | -11,56 | 213 | -11,62 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 70.474 | -6,47 | 7.520 | -6,54 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 17.880 | -2,79 | 1.908 | -2,90 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 29.878 | 0,00 | 3.182 | -0,19 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 4.626 | 16,88 | 493 | 16,59 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 2.172 | 0,00 | 232 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 5.639 | -24,87 | 602 | -24,97 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.109 | -32,79 | 332 | -32,86 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 21.044 | -22,64 | 2.241 | -22,78 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 9.518 | 19,68 | 1.016 | 19,55 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 321 | -14,63 | 34 | -15,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 101.479 | 15,48 | 11 | 11,11 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.179.085 | 5,81 | 125.808 | 5,73 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 2.702 | 0,00 | 288 | 0,00 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 2.035 | 0,00 | 217 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 283.043 | -1,66 | 30.144 | -1,84 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.388.345 | 4,95 | 148.136 | 4,87 | ||||
| 2026-04-24 | 13F | Balentine LLC | 144 | 0,00 | 15 | 0,00 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 8.993 | -2,55 | 960 | -2,64 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | James Investment Research Inc | 29.533 | -7,46 | 3.145 | -7,64 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 477.090 | 11,76 | 50.905 | 11,68 | ||||
| 2025-11-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 | 0 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.058 | 326 | ||||||
| 2026-02-12 | 13F | Keel Point, LLC | 1.994 | 0,00 | 213 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 8.326.351 | 10,58 | 888.422 | 10,50 | ||||
| 2025-11-04 | 13F | Fedenia Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 61 | 0,00 | 7 | 0,00 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 200.560 | 24,96 | 21.400 | 24,86 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 4.628 | 0 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 28.894 | -3,18 | 3.077 | -3,36 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 188.645 | 20.128 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 124.062 | 2,69 | 13.213 | 2,49 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 763 | 0,00 | 81 | 0,00 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 6.643 | 0,02 | 707 | -0,14 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 18.901 | 3,03 | 2.017 | 2,96 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 4.281 | 0,00 | 456 | -0,22 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 21.568 | 0,76 | 2.297 | 0,57 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.414 | 578 | ||||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 9.949 | -0,16 | 1.060 | -0,38 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 5.671 | -4,85 | 605 | -4,87 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.653 | -12,27 | 283 | -12,11 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 6.445 | 114,83 | 686 | 114,38 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.734 | -59,83 | 398 | -59,94 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 17.132 | 12,58 | 1.828 | 12,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.104 | 21,39 | 12.365 | 21,17 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 2.568 | -3,57 | 274 | -3,52 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 17.232 | 1.839 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.413 | -2,86 | 470 | -3,10 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 89 | -61,97 | 9 | -62,50 | ||||
| 2026-02-17 | 13F | Dean Investment Associates, Llc | 6.650 | 0,00 | 710 | -0,14 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 20.437 | -0,54 | 2.181 | -0,64 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 945 | 101 | ||||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 4.310 | 0,00 | 460 | -0,22 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 2.685 | -8,27 | 286 | -8,65 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 10.627 | -12,51 | 1.134 | -12,58 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 4.472 | 31,18 | 477 | 31,40 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 159.194 | -25,59 | 16.986 | -25,65 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 52.014 | -1,33 | 5.550 | -1,40 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 28.390 | 0,30 | 3.029 | 0,23 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 48.573 | 2,51 | 5.173 | 2,33 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 354.080 | -2,26 | 37.780 | -2,33 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 11.946 | 10,43 | 1.272 | 10,23 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 49.963 | 0,25 | 5.321 | 0,08 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 2.955 | 0,34 | 315 | 0,32 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 10.833 | -1,28 | 1.154 | -1,45 | ||||
| 2026-04-13 | 13F | Trust Co | 3.033 | 0,10 | 323 | -0,31 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.014 | 215 | ||||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 5.577 | 0,00 | 594 | -0,34 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 13.140 | 0,00 | 1.399 | -0,21 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 306 | 33 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 2.970 | -12,88 | 319 | -12,15 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3.225 | 0,62 | 344 | 0,58 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.374 | 100,00 | 785 | 99,75 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 35.699 | -6,68 | 3.802 | -6,86 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 35.327 | 18,77 | 3.762 | 18,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 64.546 | 16,65 | 6.874 | 16,43 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.751 | 1.038 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 19.077 | -1,99 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 20.575 | 0,34 | 2.195 | 0,27 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 54.849 | 17,37 | 5.852 | 17,30 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 20.660 | 0,00 | 2.200 | -0,18 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 11.254 | 60,79 | 1.201 | 60,64 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1.935 | 0,00 | 206 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 105.106 | 11,48 | 11.194 | 11,27 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 15.464 | 210,90 | 1.650 | 210,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 4.561 | -3,96 | 487 | -4,14 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.894 | 415 | ||||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 2.097 | 1,94 | 224 | 1,83 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 85.703 | 1,36 | 9.127 | 1,16 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 22.375 | 56,18 | 2.383 | 55,89 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 3.904 | -3,17 | 417 | -3,26 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 8.580 | -0,26 | 914 | -0,44 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 1.483 | 158 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 8.967 | 957 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 3.417 | 5,04 | 364 | 4,61 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 3.739 | -43,06 | 399 | -43,22 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 8.489.274 | 9,31 | 905.806 | 9,23 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 7.897 | 157,57 | 840 | 156,88 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11.885 | 66,18 | 1.266 | 65,79 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.168 | 0,00 | 551 | 0,00 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 17.320 | 3,51 | 1.845 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 156.602 | -14,96 | 16.709 | -15,03 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 84 | 22,06 | ||||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 50.598 | 8,58 | 5.399 | 8,50 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 7.336 | 5,94 | 783 | 5,82 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.812 | -50,00 | 299 | -50,25 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.359 | -1,00 | 785 | -1,01 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 197.700 | 1,95 | 21.055 | 1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18.717 | 290,18 | 1.997 | 290,04 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 2.798 | -1,10 | 298 | -1,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 114 | 12 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 10.404 | 228,10 | 1.110 | 228,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 4.485 | -3,22 | 478 | -3,44 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 728 | 36,07 | 78 | 35,09 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 3.582 | 0,00 | 383 | 0,26 | ||||
| 2025-11-17 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 63.178 | 2,86 | 6.728 | 2,67 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 21.274 | -1,58 | 2.270 | -1,69 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 700 | 0,00 | 75 | 0,00 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 4.668 | 3,87 | 498 | 3,97 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2.467 | -32,72 | 263 | -32,99 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.538 | -16,67 | 0 | |||||
| 2025-11-13 | 13F | Skyline Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 48.092 | -8,50 | 5.122 | -8,67 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 64.707 | 1,53 | 6.904 | 1,45 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 8.271 | -5,39 | 881 | -5,58 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 1.931 | 206 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 52.874 | 4,96 | 5.631 | 4,78 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 674.815 | 5,01 | 72.003 | 4,93 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 23.393 | -0,99 | 2.496 | -1,03 | ||||
| 2026-02-09 | 13F | Allstate Corp | 1.547.744 | 3.158,41 | 165.144 | 3.155,99 | ||||
| 2026-02-17 | 13F | Creative Planning | 2.813.439 | 2,18 | 300.194 | 2,10 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 5.024 | -1,88 | 535 | -2,01 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.287.347 | -9,92 | 137.360 | -9,98 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 1.952 | -32,34 | 208 | -32,47 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 2.992 | 319 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | First Community Trust Na | 2.240 | -92,69 | 239 | -92,72 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 6.905 | -50,73 | 737 | -50,80 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 6.750 | 0,00 | 719 | -0,28 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 73.035 | 29,74 | 7.778 | 29,50 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 32.832 | -0,63 | 3.503 | -0,71 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.491 | 4,40 | 265 | 4,33 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.553 | -93,79 | 272 | -93,80 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.193 | -11,06 | 554 | -11,08 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 2.000 | 0,00 | 213 | 0,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 52.953 | -29,22 | 5.639 | -29,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.483 | 0,12 | 265 | 0,00 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 90.494 | 10,97 | 9.638 | 10,77 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 20.530 | 2.186 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 15.631 | 1,65 | 1.665 | 1,46 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 25.820 | 17,06 | 2.755 | 16,94 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2.278 | -97,32 | 243 | -97,33 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 61.728 | -3,23 | 6.586 | -3,30 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 101.053 | 3,86 | 10.762 | 3,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 122.001 | 10,23 | 13 | 9,09 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 13.311 | -0,49 | 1.418 | -0,70 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 2.335 | -54,45 | 249 | -54,48 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.000 | 12,99 | 427 | 13,30 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 61.383 | -23,21 | 6.550 | -23,27 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 15.696 | -10,89 | 1.675 | -10,96 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 11.076 | -6,47 | 1.182 | -6,57 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.658 | -75,50 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 2.545 | 0,00 | 271 | 0,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 18.700 | 1.992 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 10.730 | -18,56 | 1.143 | -18,72 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 30.465 | -6,57 | 3.251 | -6,64 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 7.136 | -23,73 | 760 | -23,95 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7.887 | 0,19 | 842 | 0,12 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 17.685 | 1.080,57 | 1.887 | 1.086,16 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 3.081 | 3,04 | 329 | 3,14 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 2.354 | 0,00 | 251 | -0,40 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 84.556 | 9,40 | 9.023 | 9,32 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.462 | 12,33 | 369 | 12,20 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 4.734 | 1,44 | 504 | 1,20 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 110.417 | 6,81 | 11.781 | 6,73 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 524.218 | 6,29 | 55.934 | 6,21 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 13.535 | 0,48 | 1.441 | 0,28 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1.691 | 0,83 | 180 | 0,56 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 2.910 | 310 | ||||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 2.557 | 273 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 22.218 | -1,94 | 2.366 | -2,11 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 3.355 | -9,00 | 357 | -9,16 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 10.985 | 0,00 | 1.172 | 0,00 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 54.036 | 9,25 | 5.755 | 9,04 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 175.005 | 6,26 | 18.673 | 6,19 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 5.834 | -1,92 | 623 | -2,05 | ||||
| 2025-11-12 | 13F | Astra Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4.990 | 0,00 | 531 | -0,19 | ||||
| 2025-11-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 11.527 | -43,69 | 1.230 | -43,75 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 72.714 | -1,44 | 7.759 | -1,51 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 547.619 | 6,17 | 58.431 | 6,09 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1.971 | 0,00 | 210 | -0,48 | ||||
| 2025-11-14 | 13F | NCM Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.764 | -0,90 | 294 | -1,01 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 151.440 | -6,77 | 16.159 | -6,84 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4 | 0 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 75.696 | 20,23 | 8.062 | 20,01 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 35.894 | -1,59 | 3.823 | -1,77 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 19.839 | 24,23 | 2.117 | 24,11 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.398 | 0,00 | 256 | -0,39 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 1.935 | 0,00 | 206 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 241.506 | 52,39 | 25.720 | 52,11 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 7.390 | 22,55 | 789 | 22,55 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 38.828 | 7,37 | 4.143 | 7,28 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 9.970 | 1,66 | 1.064 | 1,53 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1.365 | 0,00 | 146 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 6.570 | 0,00 | 700 | -0,29 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 6.564 | 42,45 | 699 | 42,36 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 16.022 | -2,40 | 1.710 | -2,34 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 86.378 | -10,61 | 9.217 | -10,67 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 39.850 | 0,00 | 4.252 | -0,09 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.922 | 6,94 | 737 | 6,81 | ||||
| 2026-02-12 | 13F | Collier Financial | 777 | 0,52 | 83 | 1,22 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.131 | 0,48 | 333 | 0,30 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 9.058 | 0,00 | 966 | -0,10 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 27.672 | 0,29 | 2.953 | 0,20 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.935 | -9,93 | 1.165 | -10,12 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 3.562 | 0,03 | 380 | 0,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 11.991 | 8,60 | 1.279 | 8,57 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 2.240 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Power Wealth Management Llc | 4.624 | -1,72 | 493 | -1,79 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 2.929 | 9,37 | 313 | 9,47 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 102.078 | 20,08 | 11 | 11,11 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 5.148 | 0,00 | 548 | -0,36 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3.531 | -4,64 | 376 | -4,81 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.175 | 232 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 5.053 | 14,81 | 539 | 14,93 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 6.088 | 61,74 | 647 | 60,95 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 12.248 | -1,98 | 1.307 | -2,10 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 36.356 | 40,88 | 3.872 | 40,61 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 293.208 | 7,66 | 31.285 | 7,58 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 40.141 | -6,99 | 4.270 | -7,27 | ||||
| 2025-11-06 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.135 | 227 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 27.051 | -13,68 | 2.886 | -13,75 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 2.222 | 0,00 | 237 | -0,42 | ||||
| 2025-10-31 | 13F | Cheviot Value Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 521.665 | 1,54 | 55.662 | 1,46 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2.439 | 1,84 | 260 | 1,57 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 4.954 | -2,44 | 528 | -2,59 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 486.884 | 271 | ||||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 5.863 | 0,77 | 626 | 0,64 | ||||
| 2025-11-12 | 13F | One Wealth Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 15.916 | -10,06 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 24.242 | 2,52 | 2.587 | 2,46 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 4.110 | 439 | ||||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 6.010 | -1,96 | 641 | -1,99 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 11.890 | -31,78 | 1.269 | -31,86 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 50.103 | 1.085,31 | 5.336 | 1.080,31 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 294.637 | 2,29 | 31.379 | 2,10 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 4.000 | 0,00 | 426 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 18.776 | 3,63 | 2.003 | 3,57 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.879 | 0,00 | 520 | -0,19 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 49.950 | -4,92 | 5.330 | -4,99 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31.451 | -23,89 | 3.350 | -24,04 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 100.240 | 2,33 | 10.696 | 2,26 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.946 | -4,04 | 207 | -4,17 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 11.542 | -8,73 | 1.229 | -8,90 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 111.837 | 12,22 | 11.911 | 12,01 | ||||
| 2026-02-04 | 13F | Nwam Llc | 8.957 | -28,66 | 956 | -28,73 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.554 | -0,98 | 911 | -1,09 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.784 | 0,00 | 403 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.132 | 0,47 | 227 | 0,44 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 11.375 | 0,25 | 1.211 | 0,08 | ||||
| 2025-11-13 | 13F | Chesapeake Capital Corp /il/ | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 243 | 0,83 | 26 | 0,00 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 19.973 | 0,82 | 2.127 | 0,66 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 2.346 | 0,00 | 250 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 221.113 | 23.610 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 230.341 | 5,83 | 24.531 | 5,63 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.685 | 499 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 4.346 | 1,90 | 464 | 1,76 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.000 | 0,00 | 213 | 0,00 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 179.789 | -0,47 | 19.183 | -0,54 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 37.152 | 89,36 | 3.964 | 89,21 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 13.950 | 2,39 | 1.488 | 2,34 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 5.705 | 5,53 | 609 | 5,37 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 7.701 | 18,81 | 822 | 18,64 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 4.354 | 2,71 | 465 | 2,65 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 18.064 | 0,00 | 1.924 | -0,21 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 530.406 | -1,59 | 56.594 | -1,66 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 8.050 | -25,03 | 860 | -24,72 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.130 | 2,78 | 972 | 2,64 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.501 | -12,28 | 267 | -12,50 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wright Wealth Llc | 8.482 | 905 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 15.872 | 2,78 | 1.690 | 2,61 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 421.947 | 10,67 | 45.056 | 11,12 | ||||
| 2026-01-29 | 13F | Cornerstone Investment Partners, LLC | 3.653 | -1,40 | 390 | -1,52 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.458 | 0,44 | 368 | 0,27 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 27.503 | 141,00 | 2.935 | 140,89 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 2.210 | 236 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 614.591 | 0,80 | 65.577 | 100.786,15 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 22.354 | -1,90 | 2.381 | -2,10 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 15.000 | 0,00 | 1.600 | -0,06 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 33.720 | 11,84 | 3.591 | 11,63 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 6.215 | -45,33 | 662 | -45,46 | ||||
| 2026-02-10 | 13F | Ade, Llc | 15.996 | -16,12 | 1.707 | -16,21 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 11.713 | 83,24 | 1.256 | 84,02 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 400 | 0,00 | 43 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 2.004 | 0,30 | 213 | 0,00 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 29.815 | 12,45 | 3.182 | 12,40 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 117 | 0,86 | 12 | 0,00 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 10.084 | 0,15 | 1.076 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 5.020 | 0,00 | 536 | -0,19 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 98.130 | 5,36 | 10.451 | 5,16 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.969 | 6,21 | 636 | 6,01 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Kwmg, Llc | 17.404 | -6,59 | 1.854 | -6,74 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.392.758 | 12,06 | 148.607 | 11,98 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.714 | 28,81 | 1.780 | 28,61 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 2.287 | 0,70 | 244 | 0,41 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 10.579 | 0,00 | 1.129 | 0,00 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 27.408 | -3,91 | 2.919 | -4,11 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 52.220 | -11,75 | 5.572 | -11,82 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 262.501 | -0,28 | 28.009 | -0,36 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 3.168 | -46,92 | 337 | -47,01 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 37.717 | 3,26 | 4.024 | 3,07 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 403 | -37,13 | 43 | -36,76 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.156 | 81,25 | 443 | 81,15 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 16.594 | -2,07 | 1.767 | -2,27 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 67.377 | 0,00 | 7.176 | -0,19 | ||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 2.192 | 20,11 | ||||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 6.219 | 0,02 | 664 | 0,00 | ||||
| 2025-11-12 | 13F | First Trust Advisors Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.098 | 52,16 | 331 | 52,07 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 5.709 | 0,00 | 609 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 226 | 165,88 | 0 | |||||
| 2026-02-11 | 13F | Cypress Capital Group | 16.035 | 3,19 | 1.711 | 3,07 | ||||
| 2025-10-29 | 13F | Platform Technology Partners | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 7.896 | 0,42 | 841 | 0,24 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3.467 | -96,44 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2.600 | -50,40 | 277 | -50,45 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 13.300 | 0,35 | 1.419 | 0,28 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 71.290 | -4,77 | 7.607 | -4,84 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22.551 | 25,28 | 2.406 | 25,18 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 3.005 | 0,00 | 321 | 0,00 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 12.226 | 67,39 | 1.305 | 67,39 | ||||
| 2025-10-31 | 13F | Ewa, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9.526 | 8,51 | 1.015 | 8,33 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5.978 | 0,76 | 637 | 0,47 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 145.350 | 6,23 | 15.480 | 6,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37.858 | 26,87 | 4.032 | 26,64 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 5.332 | 2,99 | 569 | 2,90 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 14.067 | 206,14 | 1.498 | 205,71 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 19 | 2 | ||||||
| 2026-02-10 | 13F | IF Advisors, LLC | 37.378 | 3.988 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 43.263 | 62,36 | 4.616 | 62,25 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 8.680 | 0,47 | 926 | 0,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 197.812 | -25,26 | 20.639 | -27,05 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 90 | 10 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 8.541 | 0,00 | 910 | -0,22 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 5.625 | 0,86 | 600 | 0,84 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 3.000 | 0,00 | 320 | 0,00 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3.396 | -14,16 | 362 | -14,45 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 5.699 | 0,00 | 607 | -0,33 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 24.446 | -0,65 | 2.603 | -0,84 | ||||
| 2025-11-07 | 13F | Jacobi Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 3.000 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 21.150 | -2,50 | 2.257 | -2,30 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14.020 | 19,67 | 1.496 | 19,50 | ||||
| 2026-02-17 | 13F | Wit, Llc | 418.588 | 0,00 | 44.663 | -0,07 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 508.002 | 9,93 | 54.204 | 9,85 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 659 | 0,00 | 70 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 873.911 | 4,31 | 93.246 | 4,23 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 37.872 | -0,19 | 4.041 | -0,27 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 10.806 | 1.151 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 8.357 | 24,64 | 892 | 24,62 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 4.006 | -5,85 | 427 | -5,95 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 2.062 | -29,70 | 220 | -29,81 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.563 | 35,02 | 594 | 35,08 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 9.036 | 0,00 | 964 | |||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 115.639 | -3,59 | 12.339 | -3,67 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 123.854 | 5,44 | 13.190 | 5,24 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8.419 | -2,70 | 897 | -2,93 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 2.386 | 255 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.806 | -14,89 | 299 | -15,06 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.838 | 29,65 | 302 | 29,61 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 34.246 | -0,04 | 3.654 | -0,11 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 189 | 20 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.180 | 38,74 | 339 | 38,52 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 75.734 | 1,19 | 8.081 | 1,11 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 118.521 | 29,29 | 12.622 | 29,06 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 6.629 | 1,50 | 706 | 1,29 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 3.741 | -1,58 | 399 | -1,48 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 3.358 | 0,00 | 357 | 0,00 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 205 | -6,82 | 22 | -8,70 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 36 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 662.627 | 8,66 | 70.702 | 8,58 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10.038 | 1.069 | ||||||
| 2026-04-21 | 13F | Wise Wealth Partners | 2.994 | 0,44 | 319 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 8.671 | 0,14 | 923 | 0,00 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12.911 | 0,00 | 1.378 | -0,07 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 3.340 | 0,00 | 356 | 0,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 10 | 1 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.563 | -0,65 | 487 | -0,82 | ||||
| 2026-04-23 | 13F | McBroom & Associates, LLC | 22.126 | -5,38 | 2.356 | -5,53 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 17.372 | -17,11 | 1.854 | -17,17 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 663.262 | 4,30 | 70.851 | 4,44 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 69.893 | 6,42 | 7.458 | 6,33 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 9.005 | 37,17 | 961 | 36,95 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 179.558 | 16,15 | 19.123 | 15,93 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 4.441 | 0 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 40.338 | 1,57 | 4.296 | 1,39 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 23.286 | 32,99 | 2.480 | 32,71 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 12.636 | 0,00 | 1.348 | -0,07 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 42.437 | 21,45 | 5 | 33,33 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.604 | 171 | ||||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 2.633 | -10,59 | 281 | -10,83 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 21.879 | -2,96 | 2.334 | -3,03 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 1.884 | -54,40 | 201 | -54,42 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 7.801 | -0,31 | 831 | -0,48 | ||||
| 2026-01-30 | 13F | Cosner Financial Group, LLC | 9.873 | -1,04 | 1.053 | -1,13 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 8.700 | 7.531,58 | 928 | 7.633,33 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.292 | -50,00 | 244 | -50,10 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 2.787 | 297 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.925 | 54,62 | 205 | 55,30 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 124.661 | 6.292,87 | 13.300 | 6.356,31 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 329 | 0,00 | 35 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 49.477 | 1,94 | 5.269 | 1,76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 52.262 | -40,57 | 5.566 | -40,69 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 5.170 | 7,62 | 551 | 7,42 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 16.980 | -5,40 | 1.808 | -5,59 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24 | 3 | ||||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.768 | -13,12 | 295 | -13,27 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 315.642 | -3,50 | 33.679 | -3,57 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 3.005 | -18,32 | 321 | -18,37 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.949 | 0,00 | 208 | 0,00 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 45.920 | -0,60 | 4.900 | -0,67 | ||||
| 2026-04-07 | 13F | Eastern Bank | 31 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 806 | 0,00 | 86 | 0,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 42.724 | 10,02 | 4.559 | 9,94 | ||||
| 2025-11-03 | 13F | Stage Harbor Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 5.000 | 0,00 | 1 | |||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 4.680 | 0,00 | 499 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6.559 | -7,18 | 699 | -7,30 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 40.460 | 0,50 | 4.309 | 0,30 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 149.522 | 13,09 | 15.924 | 12,89 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.326 | 36,31 | 354 | 36,15 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 6.532 | 6,02 | 696 | 5,78 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 2.666 | -8,57 | 284 | -8,68 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 100.733 | 2,82 | 10.728 | 2,63 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 435 | 0,00 | 46 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 83.926 | 13,86 | 8.955 | 13,76 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 16.220 | 0,02 | 1.727 | -0,17 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 8.939 | 7,54 | 954 | 7,44 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 17.633 | 23,45 | 1.889 | 24,28 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.033.462 | 11,32 | 110.270 | 11,24 | ||||
| 2025-11-04 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 6.312 | 151,88 | 673 | 152,06 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 12.210 | 124,70 | 1.303 | 124,48 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 252.622 | 3,09 | 26.955 | 3,02 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 23.601 | -1,96 | 2.518 | -2,02 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 201 | 0,00 | 21 | 0,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.464 | 0,00 | 369 | -0,27 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 22.115 | 35,54 | 2.360 | 35,42 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 450 | 0,00 | 48 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 160 | 17 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 52 | -97,50 | 234 | 5,88 | ||||
| 2025-10-29 | 13F | DeDora Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 10.927 | -17,49 | 1.164 | -17,69 | ||||
| 2025-11-04 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Napa Wealth Management | 1.974 | 0,00 | 211 | 0,48 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3.654 | 389 | ||||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 3.535 | 83,64 | 377 | 83,90 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 7.778 | 11,13 | 830 | 10,98 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.599 | 16,08 | 490 | 15,88 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 5.297 | 0,00 | 565 | 0,00 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 2.794 | 14,32 | 298 | 14,62 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 23.002 | 2.456 | ||||||
| 2026-01-16 | 13F | Postrock Partners Llc | 8.400 | 0,00 | 896 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 4.081 | 237,27 | 435 | 237,21 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 11.432 | 4,78 | 1.220 | 4,73 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 3.796 | 0,00 | 405 | 0,00 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 10.341 | -7,79 | 1.103 | -7,85 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 496.911 | 4,19 | 53.020 | 4,11 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 18.682 | 76,33 | 1.990 | 76,02 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.618 | 279 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 82.048 | 10,52 | 8.755 | 10,43 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.601 | 0,00 | 277 | 0,00 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 330.165 | -2,09 | 35.163 | -2,28 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10.328 | 57,61 | 1.102 | 57,51 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.376 | 0,00 | 574 | -0,17 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 1.300 | 0,00 | 138 | 0,00 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.925 | 16,38 | 631 | 16,21 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 49.465 | 11,84 | 5.268 | 11,63 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 12.856 | 1.381 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 21.664 | 578,27 | 2.307 | 578,53 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 4.405 | -13,05 | 470 | -13,15 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5.121 | 0,41 | 545 | 0,18 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 78.064 | 17,22 | 8.314 | 17,00 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 23.247 | 8,41 | 2.480 | 8,34 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 12.060 | -2,35 | 1.284 | -2,51 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.317 | 0,00 | 247 | 0,00 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 13.433 | -0,97 | 1.433 | -1,04 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 2.068 | -45,52 | 220 | -45,68 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 262.290 | -5,84 | 27.991 | -5,97 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 8.184 | 0,22 | 873 | 0,23 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 32.088 | 30,28 | 3.417 | 30,02 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 425.683 | 3,06 | 45.420 | 2,99 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 14.691 | 18,32 | 1.568 | 18,26 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13.042 | 5,44 | 1.389 | 5,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 418.476 | 1,80 | 44.656 | 1,81 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 2.134 | 0,38 | 227 | 0,44 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 3.175 | 338 | ||||||
| 2026-01-27 | 13F | Human Investing LLC | 11.342 | -7,23 | 1.210 | -7,28 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9.924 | 0,00 | 1.057 | -0,19 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 3.957 | -0,83 | 422 | -0,94 | ||||
| 2026-04-23 | 13F | American National Bank | 1.584 | -76,82 | 169 | -76,95 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 28.825 | 0,00 | 3.076 | -0,06 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 52.127 | 1,11 | 5.552 | 0,93 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 9.734 | -3,34 | 1.037 | -3,54 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 365 | -68,99 | 39 | -69,60 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 214 | 23 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 55.101 | 2,41 | 5.868 | 2,23 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 146.677 | 3,84 | 15.650 | 3,76 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 28.542 | 7,08 | 3.040 | 6,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 17.478 | 2,81 | 1.861 | 2,59 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-20 | 13F | First Affirmative Financial Network | 7.925 | 0,52 | 846 | 0,95 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 13.990 | 430,53 | 1.493 | 430,96 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 90.413 | -6,85 | 9.647 | -6,91 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 32.447 | 5,45 | 3.456 | 5,24 | ||||
| 2025-11-03 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 199.528 | 63,16 | 21.290 | 63,03 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 13.813 | -5,36 | 1.472 | -5,71 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.342 | 0,43 | 249 | 0,40 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 77.478 | 14,19 | 8.284 | 14,47 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 11.492 | -50,00 | 1.224 | -50,12 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 3.124 | 41,94 | 333 | 41,70 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.883 | 0,00 | 201 | -0,50 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 7.415 | 15,88 | 790 | 15,69 | ||||
| 2025-11-14 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 6.022 | -12,61 | 643 | -12,65 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 26 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 33.751 | 10,72 | 3.601 | 10,63 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 21.428 | 0,21 | 2.282 | 0,04 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 32.919 | 1,77 | 3.512 | 1,68 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2.710 | 289 | ||||||
| 2025-11-07 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 175.251 | 0,56 | 18.673 | 0,41 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 5.514 | 0,00 | 587 | -0,17 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 294 | 5,00 | 31 | 6,90 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 6.541 | 698 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 260.295 | 3,74 | 27.774 | 3,66 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 9.955 | 2,20 | 1.060 | 2,02 | ||||
| 2025-11-12 | 13F/A | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 118.032 | 34,31 | 12.594 | 34,21 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 13.286 | 1,47 | 1.415 | 1,29 | ||||
| 2026-01-20 | 13F | White & Co Financial Planning Inc | 2.277 | 0,00 | 243 | -0,41 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 8.329 | 27,37 | 889 | 27,22 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 540.978 | 3,70 | 57.722 | 3,63 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 9.807 | -19,71 | 1.046 | -19,79 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 4.364 | 15,18 | 465 | 14,85 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 19.686 | 6,76 | 2.100 | 6,65 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 3.868 | -45,47 | 412 | -45,63 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 34.474 | 1,45 | 3.678 | 1,55 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 15.082 | 1.609 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 2.994 | 13,15 | 319 | 12,77 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 3.826 | -7,65 | 408 | -7,69 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.026.104 | 0,61 | 109.553 | 0,88 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | LeConte Wealth Management, LLC | 7.960 | 7,77 | 849 | 7,74 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2.373 | 0,00 | 253 | -0,40 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 2.531 | 23,77 | 270 | 23,85 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 130.304 | 0,00 | 13.903 | -0,07 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 11.057 | 1.180 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 10.220 | 0,00 | 1.090 | -0,09 | ||||
| 2025-10-29 | 13F | Aspire Private Capital, LLC | 2.150 | 0,00 | 229 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 128.990 | 27,05 | 13.763 | 26,96 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 16.625 | -1,49 | 1.771 | -1,67 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 10.030 | -9,72 | 1.070 | -9,78 | ||||
| 2026-04-10 | 13F | Novem Group | 5.436 | -0,13 | 579 | -0,34 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.074 | 648 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 22.298 | 5,10 | 2.375 | 4,90 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 262.352 | -6,83 | 27.940 | -7,01 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.697 | 713 | ||||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 2.990 | 319 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 95.662 | 11,85 | 10.207 | 11,77 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2.014 | 215 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 32.959 | -59,30 | 3.517 | -59,33 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.501 | 266 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 124.842 | 12,41 | 13.296 | 12,19 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 2.839 | 0,82 | 303 | 0,67 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 640.659 | 0,93 | 68.358 | 0,85 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 40.132 | 425,84 | 4.274 | 425,06 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.907 | 0,00 | 203 | 0,00 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 46.929 | -22,50 | 5.007 | -22,56 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 22.813 | -3,27 | 2.434 | -3,34 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2.388 | -31,52 | 254 | -31,99 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 4.507 | 0,00 | 481 | -0,21 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 27.043 | 25,82 | 2.880 | 25,60 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 225.669 | 2,09 | 24.079 | 2,01 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 13.229 | 3,17 | 1.414 | 3,82 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 24.831 | 16,87 | 2.649 | 16,80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53.249 | -18,35 | 5.671 | -18,51 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 26.427 | 18,69 | 2.820 | 18,59 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 14.373 | -2,40 | 1.534 | -2,48 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 5.600 | -1,96 | 596 | -2,13 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6.535 | 33,04 | 697 | 33,02 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 5.364 | -27,53 | 572 | -27,63 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 17.216 | 48,34 | 1.837 | 48,18 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 4.576 | -2,49 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 115.406 | 1,50 | 12.291 | 1,31 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 17.025 | 0,00 | 1.813 | -0,17 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.504 | 267 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 5.332 | 0,38 | 568 | 0,18 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3.921 | 26,20 | 418 | 25,98 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 34.315 | 1,65 | 3.655 | 1,47 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7.593 | 0,00 | 810 | 0,00 | ||||
| 2025-11-03 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 2.948 | 0,86 | 315 | 0,64 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 67.327 | 5,43 | 7.184 | 5,35 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1 | 0 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 30.252 | 3,56 | 3.228 | 3,46 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 13.710 | 0,00 | 1.460 | -0,14 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 309 | -31,33 | 33 | -33,33 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.218 | 0,02 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5.672 | -0,09 | 604 | -0,49 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 57.779 | -12,13 | 6.165 | -12,19 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 15.362 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 407.215 | -5,01 | 43.450 | -5,08 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 6.163 | 29,10 | 658 | 29,08 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 2.413 | 257 | ||||||
| 2026-03-04 | 13F | Hayek Kallen Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 4.126 | 442 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 118 | 0,00 | 13 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 64 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.421 | 15,88 | 577 | 15,63 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 8.639 | -3,71 | 920 | -3,87 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.633 | 38,58 | 813 | 38,33 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 4.143 | 0,36 | 441 | 0,23 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.205 | 39,93 | 1.089 | 39,85 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 8.708 | 0,00 | 927 | -0,22 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 7.290 | 778 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.211 | 0,68 | 983 | 0,92 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 7.588 | 0,00 | 810 | -0,12 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 5.531 | 9,48 | 590 | 9,46 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 250 | -91,11 | 27 | -91,30 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.882 | 200 | ||||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 200 | 0,00 | 21 | 0,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 4.365 | 0,14 | 466 | 0,00 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 13.118 | 0,00 | 1.398 | -0,14 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 528 | -23,26 | 56 | -23,29 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 14.187 | 15,83 | 1.521 | 16,37 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 651 | 0,00 | 69 | 0,00 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 1.950 | 0,46 | 208 | 0,48 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.699 | -14,98 | 500 | -15,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 55.467 | -17,07 | 5.907 | -17,22 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52.757 | 1,25 | 5.629 | 1,19 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 19.730 | 0,80 | 2.105 | 0,72 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 600.735 | 1,63 | 64.098 | 1,56 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 54.617 | -72,32 | 5.817 | -72,37 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 2.403 | 256 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46.946 | 2,77 | 5.000 | 2,56 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 46.816 | 7,21 | 4.999 | 7,67 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 144.633 | 24,43 | 15.432 | 24,34 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 234 | 25 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.650 | 10,61 | 389 | 10,23 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 2.523 | 1,53 | 269 | 1,51 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 12.572 | 164,67 | 1.341 | 164,50 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 2.972 | 0,20 | 317 | 0,32 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 34.823 | -18,49 | 3.709 | -18,65 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 11.192 | 15,72 | 1.194 | 15,70 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 8.775 | 6,12 | 936 | 6,12 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 40.930 | -0,04 | 4.359 | -0,21 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.905 | 4,46 | 310 | 4,39 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 3.504 | -3,07 | 373 | -3,12 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 16.189 | 1.727 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 471 | 0,00 | 50 | 0,00 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.427 | 0,00 | 152 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 271.256 | 3,76 | 28.889 | 3,56 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 1.800 | 0,00 | 192 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 91.727 | 15,24 | 9.787 | 15,15 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 103.354 | 2,42 | 11.007 | 2,24 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | First Interstate Bank | 1.895 | 0,00 | 202 | -0,50 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 17.424 | -3,03 | 1.856 | -3,23 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.080 | 0,85 | 329 | 0,61 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 10.675 | -1,84 | 1 | 0,00 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 23.010 | -4,82 | 2.455 | -4,88 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 23.056 | 2,06 | 2.455 | 1,87 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 3.957 | 8,95 | 421 | 8,79 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 40.866 | 110,60 | 4.360 | 110,42 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 510 | 54 | ||||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 1.880 | 201 | ||||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 2.165 | 228 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 7.414 | -2,52 | 790 | -2,71 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.800 | 0 | ||||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 264 | 28 | ||||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 26.605 | 40,66 | 2.841 | 41,22 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 21.501 | -9,04 | 2.290 | -9,24 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 349.645 | 8,75 | 37.307 | 8,67 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 111.488 | 0,54 | 11.874 | 0,35 | ||||
| 2025-11-07 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 12.171 | 20,39 | 1.296 | 20,22 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 38.115 | -15,36 | 4.067 | -15,43 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 5.146.635 | -3,07 | 549.146 | -3,14 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 7.372 | 0,00 | 785 | -0,13 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 34.199 | 13,77 | 3.649 | 13,71 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2.869 | 0,00 | 306 | -0,33 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 12.605 | 6,33 | 1.342 | 6,17 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 25.540 | -3,53 | 2.725 | -3,57 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 6.266 | 29,14 | 667 | 29,01 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 256 | 0,00 | 27 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.006 | -1,18 | 533 | -1,30 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Financial Life Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 355 | 38 | ||||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 38.636 | 5,86 | 4.122 | 5,80 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 8.632 | 921 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 69.747 | 1,00 | 7.428 | 0,81 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 4.433 | 36,57 | 472 | 36,42 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 16.847 | -2,20 | 1.794 | -2,39 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4.507 | 480 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 27.157 | 2,08 | 2.892 | 1,90 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.785 | -96,89 | 190 | -96,90 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 31.612 | 17,61 | 3.367 | 17,40 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 10.476 | 1.116 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 245.347 | 82,55 | 26.179 | 83,17 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 17.805 | -7,16 | 1.896 | -7,33 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 4.641 | 33,29 | 494 | 33,15 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 74.231 | 3,53 | 7.920 | 3,45 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 10.092 | 1.350,00 | 1.077 | 1.354,05 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 22.428 | 10,43 | 2.389 | 10,25 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2.797.826 | 1,57 | 298.528 | 1,49 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 8.094 | 3,23 | 862 | 2,87 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3.285 | 0,00 | 350 | -0,29 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 3.331 | -9,58 | 355 | -9,67 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 29.472 | -1,40 | 3.145 | -1,47 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 47.607 | 4,68 | 5.070 | 4,49 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 3.918 | 0,90 | 418 | 0,97 | ||||
| 2026-04-21 | 13F | Maseco Llp | 403 | 43 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.270.079 | 1,15 | 135.517 | 1,07 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.379 | -1,04 | 254 | -1,17 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 19.663 | 3,62 | 2.094 | 3,46 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 28.368 | 0,56 | 3.021 | 0,37 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 9.113 | -2,15 | 971 | -2,32 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 9.262 | 2,24 | 988 | 2,17 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 46.797 | 7,55 | 4.984 | 7,35 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 23.580 | 26,14 | 2.516 | 26,00 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8.675 | 0,00 | 924 | -0,22 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 3.738 | 0,00 | 399 | -0,25 | ||||
| 2026-02-17 | 13F | New Vernon Capital Holdings II LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 12.582 | 1.340 | ||||||
| 2026-02-13 | 13F | Morgan Dempsey Capital Management Llc | 2.080 | 0,00 | 222 | -0,45 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 37.166 | 11,08 | 3.958 | 10,87 | ||||
| 2026-02-12 | 13F | Betterment LLC | 199.422 | -3,07 | 21 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 5.361 | -4,05 | 571 | -4,36 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 64.861 | -9,49 | 6.921 | -9,57 | ||||
| 2026-02-13 | 13F | Croban | 3.394 | -26,65 | 362 | -26,72 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 5.044 | 15,05 | 538 | 14,96 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 16.843 | -1,98 | 1.797 | -2,02 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.970 | -0,90 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 2.442 | -4,98 | 261 | -5,11 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 97.830 | 11,71 | 10 | 11,11 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 44.714 | 4,72 | 4.762 | 4,54 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 344.839 | 0,92 | 36.794 | 0,85 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 9.147 | 0,49 | 976 | 0,41 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 95.672 | -46,25 | 10.189 | -46,35 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 35.421 | 1,81 | 3.772 | 1,62 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 7.624 | -7,33 | 813 | -7,40 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 4.387 | 0,00 | 467 | -0,21 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 81.952 | 9,23 | 9 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 33.089 | 1,15 | 3.524 | 0,95 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 5.250 | 0,00 | 560 | 0,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 6.934 | 740 | ||||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 18.218 | -2,39 | 1.944 | -2,46 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 3.950 | 0,00 | 421 | -0,24 | ||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 6.150 | 0,00 | 656 | 0,00 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 62.805 | -5,91 | 7 | -14,29 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.068 | -1,75 | 114 | -2,59 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 12.511 | -5,11 | 1.335 | -5,19 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 33.872 | 3.614 | ||||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 54.582 | -0,08 | 5.813 | -0,27 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 4.798 | 512 | ||||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 11.178 | 7,47 | 1.193 | 7,39 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 5.009 | -0,73 | 534 | -0,74 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 3.217 | 18,23 | 343 | 17,93 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 3.637 | 0,19 | 387 | 0,00 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6.718 | 1,02 | 715 | 0,85 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 8.817 | 0,00 | 937 | -0,32 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 155.398 | 3,58 | 16.550 | 3,38 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 8.944 | 954 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 9.400 | 1.001 | ||||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 7.096 | 0,00 | 756 | -0,26 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 136.201 | 10,38 | 14.533 | 10,32 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1.577 | 168 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 3.894 | -4,70 | 414 | -5,05 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 130.662 | 117,62 | 13.942 | 117,45 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3.978 | 47,50 | 424 | 47,39 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 10.467 | 0,00 | 1.115 | -0,18 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 6.460 | -19,43 | 689 | -19,51 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 12.943 | 1,01 | 1.381 | 0,95 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 45.994 | 4.908 | ||||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 24.606 | 0,91 | 2.626 | 0,85 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 3.810 | 0,42 | 406 | 0,25 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 7.041 | 16,59 | 750 | 16,30 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 21.562 | 5,18 | 2.296 | 4,98 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 5.385 | -26,08 | 575 | -26,13 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 2.627 | -2,16 | 280 | -2,10 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 48.230 | -49,73 | 5.146 | -49,76 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1 | 0 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7.955 | 0,00 | 847 | -0,12 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 57.131 | 83,00 | 6.096 | 82,87 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 259.110 | -0,93 | 27.595 | -1,12 | ||||
| 2026-02-11 | 13F | Portfolio Design Labs, LLC | 2.266 | -13,01 | 242 | -13,31 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 22.913 | 58,15 | 2.445 | 57,98 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 2.640 | 0,00 | 281 | 0,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 13.595 | 1.451 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 32.279 | 54,87 | 3.438 | 54,61 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 3.739 | 0,81 | 398 | 0,76 |

