Grundlæggende statistik
| Institutionelle ejere | 655 total, 655 long only, 0 short only, 0 long/short - change of -5,99% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6461 % - change of -53,47% MRQ |
| Institutionelle aktier (lange) | 592.577.956 (ex 13D/G) - change of -12,62MM shares -2,09% MRQ |
| Institutionel værdi (lang) | $ 20.904.417 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Broad USD High Yield Corporate Bond ETF (US:USHY) har 655 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 592,577,956 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Prudential Plc, Wells Fargo & Company/mn, Northern Trust Corp, Bank Of America Corp /de/, BlackRock, Inc., Raymond James Financial Inc, Goldman Sachs Group Inc, BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp, and Counterpoint Mutual Funds LLC .
iShares Trust - iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY) 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 24, 2026 is 37,25 / share. Previously, on April 28, 2025, the share price was 36,71 / share. This represents an increase of 1,47% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | BlackRock Portfolio Management LLC | 37,607,244 | 18,803,844 | -50.00 | 2.80 | -50.00 | ||
| 2025-04-22 | BlackRock, Inc. | 78,000 | 1,172,683 | 1,403.44 | 0.20 | -98.97 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 8.548 | 110,80 | 320 | 108,50 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.542 | 72,10 | 58 | 75,76 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ellevest, Inc. | 130.355 | 9,00 | 4.875 | 7,88 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 340 | 13 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 13.291.070 | 4,60 | 497.020 | 3,53 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 333.242 | 16,46 | 12.277 | 14,73 | ||||
| 2026-01-26 | 13F | Farnam Financial LLC | 5.561 | -27,40 | 208 | -28,37 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 43.546.896 | 4,21 | 1.628.436 | 3,15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 116 | -22,15 | 4 | -20,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 613.021 | 23,02 | 22.924 | 21,77 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NEOS Investment Management LLC | 1.674.354 | 31,14 | 62.612 | 30,55 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 124 | 5 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 283 | 11 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 49 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 2.209.316 | 6,40 | 82.617 | 5,32 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 8 | 0 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 35.212 | 7,50 | 1.317 | 6,39 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 107.614 | 18,03 | 4.024 | 16,84 | ||||
| 2026-01-26 | 13F | BTS Asset Management, Inc. | 691.112 | -6,66 | 25.857 | -7,56 | ||||
| 2025-11-04 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 232.099 | -17,92 | 8.681 | -18,74 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 125.910 | 2,07 | 4.708 | 1,03 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 7.453 | 0,00 | 279 | -1,07 | ||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 345.416 | -10,54 | 12.917 | -11,45 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.279 | 17,72 | 84 | 15,28 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 184.474 | 0,00 | 6.898 | 0,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 763.521 | 2,53 | 28.552 | 1,49 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 262.025 | 37,95 | 9.653 | 35,89 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 88.974 | 58,06 | 3.327 | 56,49 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.827.620 | 68.344 | ||||||
| 2026-02-11 | 13F | Prudential Plc | 63.220.874 | -2,41 | 2.364.145 | -3,41 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 91 | 3 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 916 | -69,86 | 34 | -70,18 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 11.637 | -7,25 | 435 | -8,23 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 571 | 21 | ||||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 192.492 | 5,45 | 7.198 | 4,38 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 43.121 | 3,64 | 1.613 | 2,61 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 32.083 | -9,81 | 1.200 | -10,72 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 145.337 | 10,75 | 5.395 | 9,92 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 77.369 | 1,16 | 2.893 | 0,14 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 2.536 | 95 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 213 | 0,00 | 8 | -12,50 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 6.590 | -9,45 | 243 | -11,03 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 20.963 | -99,55 | 772 | -99,55 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.606 | 1,13 | 59 | 0,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 5 | 0 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 191.215 | 2,07 | 7.150 | 1,03 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 11.015 | -1,61 | 406 | -3,11 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 31.155 | 1.870,59 | 1.165 | 1.874,58 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 289.156 | -66,58 | 11 | -68,75 | ||||
| 2026-01-26 | 13F | Invested Advisors | 12.238 | 458 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 11.628 | 5,38 | 435 | 4,33 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 2.349 | 297,46 | 88 | 295,45 | ||||
| 2026-01-29 | 13F | Comerica Bank | 223.489 | 42,78 | 8.357 | 41,33 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 24 | 242,86 | 1 | |||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 9.766 | 368 | ||||||
| 2026-02-12 | 13F | South Dakota Investment Council | 1.926.000 | 72 | ||||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 5.933 | 2,29 | 222 | 0,91 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 171.477 | -11,26 | 6.412 | -12,16 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 613.323 | 6,03 | 22.935 | 4,95 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2.849 | 108 | ||||||
| 2026-01-15 | 13F | Rebalance, Llc | 1.680.454 | -5,92 | 62.841 | -6,88 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 8.159 | 16,21 | 301 | 14,50 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 8.954 | -9,42 | 335 | -10,46 | ||||
| 2026-02-17 | 13F | Harris Associates L P | 0 | -100,00 | 0 | |||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 55.014 | 539,18 | 2.010 | 528,13 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 238.825 | 2,84 | 8.798 | 1,32 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 6.336.093 | -0,34 | 237 | -1,67 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 15.031 | 554 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 33.043 | -0,47 | 1.236 | -1,52 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 24.161 | -3,72 | 903 | -4,75 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 3.828.128 | 21,90 | 143.287 | 20,77 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 8.759 | -14,26 | 328 | -15,06 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 35 | -95,44 | 1 | -96,55 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 168.492 | 4,80 | 6.301 | 3,72 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 17.415 | -68,02 | 651 | -68,35 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.517 | 25,16 | 94 | 25,33 | ||||
| 2026-02-12 | 13F | Keeler THomas Management LLC | 197.359 | 9,80 | 7.380 | 8,69 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 23 | 1 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 266 | 0,00 | 10 | -10,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 261.439 | 9.777 | ||||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 218.521 | 42,76 | 8.174 | 41,35 | ||||
| 2026-02-12 | 13F | Betterment LLC | 1.795.176 | 18,82 | 67 | 17,54 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.080 | 0,00 | 40 | -2,50 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 161.949 | -58,79 | 6.056 | -59,21 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 35.977 | 1,66 | 1.345 | 0,60 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 14.359 | 0,22 | 537 | -0,92 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 31.583 | 31,98 | 1.181 | 30,64 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10.519 | 388 | ||||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 7.307 | 33,73 | 234 | 13,59 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.963 | 0,37 | 330 | -0,90 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 116.382 | 41,66 | 4.362 | 40,57 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 12 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 90.730 | 3.393 | ||||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 105.786 | 205,07 | 3.956 | 201,91 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 64.274 | -2,95 | 2.404 | -3,96 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 60.725 | 27,15 | 2.235 | 27,21 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 37.600 | -5,54 | 1 | 0,00 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 143.611 | 117,24 | 5.291 | 114,00 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 1.233.190 | 35,73 | 46.067 | 34,21 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 70.600 | 3 | ||||||
| 2026-02-05 | 13F | Northwestern Mutual Investment Management Company, Llc | 7.470.000 | 1.258,18 | 279.341 | 1.244,34 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 24.538 | 28,90 | 918 | 27,54 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 167.572 | -29,52 | 6.173 | -30,57 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 207 | 38,00 | 8 | 40,00 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 368 | -4,42 | 14 | -7,14 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 30.465 | 5,35 | 1.122 | 3,79 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 1.024.609 | 0,62 | 38.208 | -0,05 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 109.648 | -5,64 | 4.100 | -6,61 | ||||
| 2025-11-05 | 13F | a16z Perennial Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 7.440 | 278 | ||||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 6.018 | 222 | ||||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 50.328 | -20,42 | 1.882 | -21,22 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 61.682 | 31,86 | 2.272 | 29,90 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 35.491 | 339,35 | 1.327 | 335,08 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 19.881 | 35,71 | 743 | 34,36 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.145.055 | -11,18 | 42.825 | -11,79 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 94.267 | -2,86 | 3.525 | -3,85 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 9.117 | -0,49 | 341 | -1,73 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 31 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 3.090.034 | 14,01 | 113.836 | 12,32 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 111.563 | -8,06 | 4.172 | -9,01 | ||||
| 2026-01-09 | 13F | Westview Management dba Westview Investment Advisors | 9.155 | 342 | ||||||
| 2025-11-10 | 13F | Personal Cfo Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 7.980 | 298 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.242 | 0,00 | 46 | -2,17 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 31 | 1 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 7.074 | -58,86 | 265 | -59,32 | ||||
| 2025-10-31 | 13F | Oxbow Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 574 | 0,35 | 21 | 0,00 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 44.473 | 2,94 | 1.663 | 1,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 12.377 | 72,09 | 455 | 68,15 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 11.888 | -1,11 | 445 | -2,20 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 11 | -88,30 | ||||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 8.460 | 316 | ||||||
| 2025-10-31 | 13F | Frazier Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 404 | -13,86 | 15 | -17,65 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 144.907 | 104,60 | 5.419 | 102,54 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.692 | 4,92 | 762 | 3,39 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.216 | 45 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 1.316.148 | 5.219,92 | 48.487 | 5.141,73 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.371.180 | 10,71 | 51.407 | 9,87 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Optima Capital Llc | 9 | 0 | ||||||
| 2026-01-26 | 13F | David Kennon Inc | 107.443 | 0,69 | 4.018 | -0,35 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 71.217 | 13,02 | 2.663 | 11,89 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 115 | 4 | ||||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 5.450 | 0,00 | 201 | -1,48 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 6.619 | 4,17 | 244 | 2,53 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 137 | 0,00 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.789.351 | 5,33 | 66.913 | 4,26 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 108 | 10,20 | 0 | |||||
| 2026-04-22 | 13F | Vicus Capital | 41.083 | 9,38 | 1.513 | 7,76 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 6.198 | -2,79 | 232 | -3,73 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 20.575 | 23,40 | 769 | 22,26 | ||||
| 2026-02-12 | 13F | Barings Llc | 1.191.000 | 0,68 | 44.543 | -0,34 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 800 | 0,00 | 29 | 0,00 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 709.628 | 21,82 | 26.537 | 20,58 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 65.821 | 33,33 | 2.461 | 31,96 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 33.183 | 2,46 | 1.219 | 0,58 | ||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sumitomo Life Insurance Co | 754.000 | 15,79 | 28.196 | 14,60 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 14.096 | -3,19 | 519 | -4,60 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 258.826 | -48,74 | 9.679 | -49,27 | ||||
| 2026-02-05 | 13F | State of Wisconsin - Board of Commissioners of Public Lands | 48.550 | 0,00 | 1.816 | -1,04 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 176.375 | 8,94 | 6.498 | 7,32 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 76 | 3 | ||||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 6.023 | 225 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 217.619 | 23.125,08 | 8.138 | 23.148,57 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 19.747 | -3,39 | 727 | -4,84 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 65 | 2 | ||||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.054.196 | 6,20 | 39.422 | 5,12 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 92 | -22,69 | 3 | -25,00 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 29 | 0,00 | 1 | 0,00 | ||||
| 2026-03-17 | 13F | Stance Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 58.711 | 2.163 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 97.011 | 0,40 | 3.628 | -0,63 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 1.193 | 1,62 | ||||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 676.301 | 25.290 | ||||||
| 2026-02-14 | 13F | American Trust | 103.560 | -3,63 | 3.873 | -4,58 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 19.253 | -3,28 | 709 | -4,70 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 164 | 0,00 | 6 | 0,00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 43.480 | 6,59 | 1.602 | 4,98 | ||||
| 2026-02-12 | 13F | Laffer Investments | 16.813 | 629 | ||||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 2.332 | 87 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23.371 | 37,38 | 858 | 34,91 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 9.747 | -8,03 | 364 | -9,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 645 | 24 | ||||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 255 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Angel Oak Capital Advisors, LLC | 361.892 | -80,50 | 13.533 | -80,70 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46.506 | 27,32 | 1.713 | 25,49 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 185.317 | 2,78 | 6.827 | 1,26 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29 | 1 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 1.925 | 0,00 | 71 | -1,41 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 135.532 | 27,13 | 4.993 | 25,24 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 11.700 | -14,27 | 438 | -15,15 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 36.109 | 3,25 | 1.350 | 2,20 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 31.578 | 2,03 | 1.163 | 0,52 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 9.120 | -71,68 | 341 | -71,96 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | SHP Wealth Management | 15.911 | 595 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 75 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 15.723 | 136,26 | 588 | 133,86 | ||||
| 2026-02-09 | 13F | Allstate Corp | 1.172.783 | -9,98 | 43.856 | -10,90 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 235.212 | 8.796 | ||||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 68.224 | 0,12 | 2.513 | -1,37 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 17.405 | 641 | ||||||
| 2026-01-22 | 13F | Greenup Street Wealth Management Llc | 5.667 | 0,00 | 214 | 0,00 | ||||
| 2026-01-30 | 13F | State of New Jersey Common Pension Fund D | 1.900.000 | 58,33 | 71.050 | 56,72 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 471.874 | 5,96 | 17.646 | 4,87 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 196 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 7.521 | 2,31 | 281 | 1,44 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.203 | 12,01 | 44 | 10,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 654.243 | -2,33 | 24.465 | 97.760,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25.511 | -5,22 | 940 | -6,66 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.176 | -21,44 | 43 | -21,82 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 23.112 | 0,30 | 864 | -0,69 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 4.233 | -13,84 | 158 | -14,59 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 6 | 0 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 13.639 | 34,43 | 510 | 33,16 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 10.472 | 392 | ||||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 168 | 0,00 | 6 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 309.604 | 4,26 | 11.663 | 3,96 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 11.536 | 4,61 | 431 | 3,61 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 5.827 | -81,40 | 218 | -81,66 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 73.335 | -8,46 | 2.756 | -8,92 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 475 | 51,27 | 0 | |||||
| 2026-01-30 | 13F | Toews Corp /adv | 5.719.000 | -9,22 | 213.862 | -10,15 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 3.464 | 130 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 9.348 | 33,43 | 347 | 32,57 | ||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 14.570 | 11,05 | 545 | 9,90 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.881 | 0,00 | 71 | 1,43 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8.311 | 306 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 80.090 | -2,77 | 2.995 | -3,79 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 19.371 | 724 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 9.768.912 | 4,31 | 365.532 | 3,28 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 11.607 | -12,25 | 434 | -13,20 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 36.945 | -32,70 | 1.382 | -33,38 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 74.357 | -6,47 | 2.781 | -7,43 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 31.374 | 8,73 | 1.173 | 7,61 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 31.597 | -1,88 | 1.182 | -2,88 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 7.995 | 299 | ||||||
| 2026-04-07 | 13F | G&S Capital LLC | 6.170 | 1,13 | 227 | -0,44 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 7.845 | -13,27 | 293 | -14,08 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 16.134 | -7,50 | 603 | -8,36 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 8.500 | 0,00 | 318 | -0,93 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 429.427 | 10,04 | 16.061 | 8,93 | ||||
| 2026-02-17 | 13F | Fmr Llc | 5.745.828 | 0,28 | 214.865 | -0,75 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 7.289 | -70,79 | 273 | -71,13 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 32.515.825 | 3,33 | 1.215.929 | 2,28 | ||||
| 2026-02-17 | 13F | DSC Meridian Capital LP | 851.675 | 82,88 | 31.848 | 81,02 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 6.103 | 2,24 | 225 | 0,45 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 52.577 | 23,91 | 1.937 | 22,07 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 27.951 | 38,69 | 1.045 | 37,32 | ||||
| 2026-02-17 | 13F | Creative Planning | 164.427 | 9,64 | 6.149 | 8,53 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 10.000 | 374 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Silver Point Capital L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 11.402 | 0,64 | 420 | -0,71 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 16.819 | 629 | ||||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 6.511 | -5,42 | 243 | -6,54 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 221.834 | -54,29 | 8.295 | -54,76 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 1.928 | 0,00 | 72 | -1,39 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 16 | 1 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 23.075 | -7,92 | 850 | -9,28 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 23.138 | 194,75 | 865 | 192,23 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 1 | -98,78 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 23.554 | -23,52 | 881 | -24,01 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | CVS HEALTH Corp | 268.100 | 10.026 | ||||||
| 2026-02-12 | 13F | Alps Advisors Inc | 387.923 | 3,81 | 14.506 | 2,76 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.158 | 1,22 | 529 | 0,19 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 28 | 1 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 4.195 | 157 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 98 | 4 | ||||||
| 2026-02-04 | 13F | Rinkey Investments | 9.000 | 0,00 | 337 | -1,18 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 7.864 | 32,61 | 294 | 31,84 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6.710 | 0,00 | 247 | -1,20 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 235.560 | -8,38 | 8.678 | -9,74 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 22 | 1 | ||||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 9.384 | 0,00 | 351 | -1,13 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 79 | -40,60 | 3 | -60,00 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 153.486 | -2,77 | 5.740 | -3,77 | ||||
| 2026-02-10 | 13F | Tide Cove Capital Partners LLC | 40.499 | 1.519 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 279 | 1,09 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.613 | -4,35 | 210 | -5,43 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 2.930.783 | 2,26 | 109.597 | 1,22 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 82 | 46,43 | 3 | 50,00 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 49.178 | -33,59 | 1.812 | -34,60 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 120 | 0,00 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 18.951 | -3,56 | 698 | -4,90 | ||||
| 2026-02-11 | 13F | Ppm America Inc/il | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 2.577 | 96 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 17.853 | 0,35 | 668 | -0,74 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 200.586 | 22,30 | 7.501 | 21,05 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 262.764 | 163,77 | 9.680 | 159,87 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 20.931.642 | -47,09 | 782.739 | -47,63 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 35.178 | 4,50 | 1.296 | 2,94 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 833.587 | 81,45 | 31.172 | 79,61 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 242.738 | 3,95 | 9.077 | 2,90 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 670 | 0,00 | 25 | 0,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.070.546 | 17,80 | 40.033 | 16,60 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 702 | 0,00 | 26 | -3,85 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 15.203 | 0,00 | 569 | -1,05 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 285.749 | -87,08 | 10.686 | -87,21 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 2.070 | 0,00 | 76 | -1,30 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 10.508 | 0 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 586 | 152,59 | 22 | 162,50 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 115.235 | -7,22 | 4 | 0,00 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 24.879 | 1,63 | 930 | 0,65 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 809.800 | 0,00 | 30.282 | -1,02 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 6.580 | 7,15 | 246 | 6,03 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 13.051 | 76,25 | 488 | 74,91 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 5.488 | 205 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 181 | -54,75 | 7 | -60,00 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 6.595 | 0,46 | 247 | 0,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 5.466 | 201 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 28.841 | 68,82 | 1.078 | 67,13 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 9.185 | 343 | ||||||
| 2026-02-11 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 168.500 | -62,85 | 6.301 | -63,23 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 286 | 959,26 | 11 | 900,00 | ||||
| 2025-11-12 | 13F | Huntington National Bank | 12 | -64,71 | ||||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 975.269 | -15,64 | 35.929 | -16,89 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 2.064 | 0,00 | 77 | 0,00 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 10.205 | -30,74 | 382 | -31,47 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 62.502 | -61,63 | 2.337 | -62,02 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.856 | 53,30 | 331 | 53,24 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 12 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 9.478 | 3,04 | 354 | 2,02 | ||||
| 2025-11-14 | 13F | Victory Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 25 | 1 | ||||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 44.077 | 32,52 | 1.624 | 30,57 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 270 | 10 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 35.435 | 343,21 | 1.333 | 342,86 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 36.803 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 82.826 | -2,95 | 3.051 | -4,39 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 188.142 | 15,32 | 7.036 | 14,15 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 348.281 | 16,45 | 12.831 | 14,72 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 7.062 | 260 | ||||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 1.445 | 19,72 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 7.362 | 275 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 38.579 | 7,79 | 1.443 | 6,66 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 26.418 | 1,93 | 988 | 0,82 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 30.368 | 76,58 | 1.136 | 74,88 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 36.543.162 | 6,27 | 1.366.532 | 5,19 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 6.169 | 231 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 2.364.213 | -8,33 | 88.410 | -9,27 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 5.360 | 200 | ||||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 27 | 1 | ||||||
| 2026-02-13 | 13F | Santa Clara Valley Transportation Authority | 660.479 | 0,00 | 24.699 | -1,02 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 4.638 | 173 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 346.333 | -6,77 | 12.951 | -7,71 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 91.150 | -1,47 | 3.358 | -2,95 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 102.689 | 3.840 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 5.482 | 2,30 | 205 | 1,49 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 310.219 | 0,00 | 12 | 0,00 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 16.000 | 0,00 | 598 | -0,99 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 439.860 | 26,67 | 16.449 | 25,38 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 51.303 | -18,32 | 1.918 | -19,17 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 6.621 | 14,91 | 250 | 14,75 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 23.137 | -3,14 | 852 | -4,59 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.565 | -24,47 | 463 | -25,72 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.569 | 58 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 47.000 | 0,00 | 1.715 | -2,50 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 5.462.692 | 9,05 | 204.277 | 7,94 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | FIL Ltd | 4.200 | 157 | ||||||
| 2026-02-06 | 13F | Covestor Ltd | 12.623 | 10,21 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.286 | 26,95 | 48 | 26,32 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 272 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 4.835.000 | -0,86 | 178 | -2,20 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.000 | 0,00 | 37 | -2,70 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 58.153 | -40,72 | 2.175 | -41,32 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 103.890 | 8,90 | 3.827 | 7,29 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 58.072 | 5,60 | 2.139 | 4,04 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 66.660 | 2.456 | ||||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 32.728 | 222,60 | 1.206 | 217,94 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 168.089 | 1,49 | 6.286 | 0,45 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 18.341.550 | 9,04 | 685.882 | 7,93 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 16.310 | 0,37 | 610 | -0,65 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 47 | 2 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 58.147 | -21,89 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 7.233 | 270 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 48 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 162.061 | -32,36 | 5.964 | -33,69 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 2.115 | 0,00 | 79 | 0,00 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 20 | 0,00 | 1 | |||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 7.100 | 0,00 | 266 | -1,12 | ||||
| 2026-02-13 | 13F | Liberty Mutual Group Asset Management Inc. | 671.051 | 25.094 | ||||||
| 2026-04-01 | 13F | Beacon Financial Group | 16.370 | 34,27 | 612 | 33,04 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 22.425 | -1,74 | 839 | -2,78 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 534.357 | -3,91 | 19.982 | -4,89 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 6.679 | 60,48 | 250 | 58,60 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 66.634 | -2,07 | 2.492 | -3,07 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7.359 | 271 | ||||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 5.344.096 | 28,30 | 199.842 | 26,99 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 8.091 | -1,45 | 298 | -2,93 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 175.116 | 28,02 | 6.548 | 26,73 | ||||
| 2026-02-13 | 13F | Carter Financial Group, INC. | 9.748 | 2,97 | 365 | 1,96 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 9 | 0 | ||||||
| 2026-02-12 | 13F | Nuveen, LLC | 467.000 | 17.463 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 9.553 | -4,61 | 357 | -5,56 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 4 | 0 | ||||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 9.477 | 2,30 | 354 | 1,43 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 54.472 | 137,09 | 2.037 | 135,92 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 34.662 | 116,99 | 1.296 | 114,93 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 75.277 | 4,32 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 21 | 0,00 | 1 | |||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 11.027 | 5,28 | 412 | 4,30 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 382.233 | 11,48 | 14.294 | 10,34 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 958.623 | 4,25 | 35.848 | 3,19 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9.709 | -3,59 | 363 | -4,47 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 23.875 | 0,01 | 893 | -1,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.179.315 | 24,26 | 44.100 | 22,99 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 62 | -70,33 | 2 | -71,43 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 24.488 | 28,51 | 916 | 27,26 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 7.907 | 0,00 | 296 | -1,01 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 6.634 | 248 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.108 | 15,74 | 415 | 14,64 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 24.916 | 2,27 | 932 | 1,20 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 8.625 | 19,91 | 323 | 18,82 | ||||
| 2025-11-21 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 563.550 | -2,47 | 21.074 | -3,46 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 17.002 | 19,73 | 1 | |||||
| 2026-02-12 | 13F | Elo Mutual Pension Insurance Co | 670.000 | 25.055 | ||||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 364.166 | 39,64 | 13.631 | 38,26 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 637 | 23 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 5.652 | 208 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.731 | 140 | ||||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 7.369 | 1,68 | 276 | 0,73 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 22.444 | 0,55 | 839 | -0,47 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 220 | -54,26 | 8 | -55,56 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 142 | 5 | ||||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 7.607 | 0,00 | 284 | -1,05 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 4.053.539 | -1,92 | 151.583 | -2,92 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 375 | -47,48 | 14 | -46,15 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 176 | 0,00 | 7 | 0,00 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 1.500 | 0,00 | 56 | 0,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 108 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 10.569 | -4,99 | 395 | -5,95 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 369.018 | -16,48 | 13.799 | -17,33 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 15.030 | 562 | ||||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 1.583.506 | 18,50 | 59 | 18,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 35.577 | -2,33 | 1.330 | -3,34 | ||||
| 2026-01-15 | 13F | Counterweight Ventures, LLC | 94.561 | 14,91 | 3.536 | 13,77 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 17.643 | -10,82 | 660 | -11,78 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 683 | 0,00 | 26 | 0,00 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 1.550.648 | -3,99 | 57.126 | -5,42 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 67 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 262.800 | 8.651 | ||||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 46.961 | 4,11 | 1.756 | 3,05 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 39 | 0,00 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 27.333 | 17,18 | 1.007 | 15,37 | ||||
| 2026-01-23 | 13F | Factory Mutual Insurance Co | 1.355.000 | 0,00 | 50.670 | -1,02 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 43 | 59,26 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 564.497 | 30,58 | 21.109 | 29,25 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.076.596 | 8,57 | 40.259 | 7,47 | ||||
| 2026-02-04 | 13F | Securian Asset Management, Inc | 126.886 | 0,00 | 4.745 | -1,02 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 50 | 2 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 609.593 | -15,05 | 22.763 | -16,90 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 8 | -94,48 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 599 | -20,24 | 22 | -21,43 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 43.769 | 6,43 | 1.646 | 6,47 | ||||
| 2026-01-23 | 13F | Avion Wealth | 65 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.027.420 | 2,50 | 38.420 | 1,46 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 262 | 40,11 | 0 | |||||
| 2026-01-27 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 21.199 | 1,95 | 793 | 0,89 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 9 | -98,30 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 253 | 0,00 | 9 | 0,00 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 1.404.133 | 2,00 | 52.508 | 0,96 | ||||
| 2025-11-03 | 13F | Disciplined Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 5.532 | 204 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 126.348 | 7,55 | 4.725 | 7,70 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 37.069 | -0,74 | 1.366 | -2,22 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 126.816 | 9,51 | 4.742 | 8,41 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 57.848 | 30,91 | 2.163 | 29,60 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 138.712 | 5.187 | ||||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 28.468 | 28,99 | 1.049 | 27,03 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 81.493 | 812,58 | 3.047 | 804,15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 585.072 | -2,88 | 21.879 | -3,87 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 11.904.449 | 55,98 | 445.167 | 54,39 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 419 | 0,00 | 16 | 0,00 | ||||
| 2026-01-15 | 13F | LeConte Wealth Management, LLC | 76.429 | 19,48 | 2.858 | 18,29 | ||||
| 2026-01-20 | 13F | Harbor Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 54.013 | -0,29 | 2.020 | -1,37 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 558 | -60,14 | 21 | -61,54 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 27.864 | 9,33 | 1.042 | 8,20 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 28.588 | 0,86 | 1.053 | -0,57 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.396.151 | 7,17 | 89.604 | 6,08 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 2.661 | 7,26 | 99 | 6,45 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 31.487 | 10,59 | 1.177 | 9,49 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 3.017 | 111 | ||||||
| 2026-01-27 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Monument Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 28.523 | 0,37 | 1.051 | -1,13 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 30.325 | -7,49 | 1.134 | -8,40 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 13.405 | -35,32 | 501 | -35,93 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 76.069 | 4,01 | 2.797 | 2,23 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 47.369 | 1.771 | ||||||
| 2026-02-17 | 13F | Nepc Llc | 4.179.289 | 63,04 | 156.285 | 61,38 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 12.972 | 61,14 | 485 | 59,54 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 1.992.910 | 26,51 | 74.525 | 25,22 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 14.984 | -15,08 | 559 | -15,33 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Sage Advisory Services, Ltd.Co. | 229.109 | -6,48 | 8.568 | -7,43 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 482.749 | 9,24 | 17.915 | 8,05 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 216.989 | -1,64 | 8.114 | -2,64 | ||||
| 2026-02-11 | 13F | CNB Bank | 60 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 134.794 | 18,12 | 5.041 | 16,91 | ||||
| 2026-02-10 | 13F | Ilmarinen Mutual Pension Insurance Co | 14.080.000 | -19,22 | 527 | -20,06 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11.042 | -40,55 | 407 | -41,50 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 315.939 | 6,39 | 11.639 | 4,81 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 18.188 | 680 | ||||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 44.404 | 117,36 | 1.660 | 115,30 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 133.602 | 149,80 | 4.996 | 147,33 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 95.986 | 4,43 | 3.536 | 2,88 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 2 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 971 | 36 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 211.663 | 10,33 | 7.915 | 9,22 | ||||
| 2026-02-17 | 13F | BlueCrest Capital Management Ltd | 212.761 | 7.956 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 10.136 | -1,61 | 379 | -2,83 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 17.415 | 651 | ||||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 143 | 5 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 20 | 0,00 | 1 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 334.159 | 256,56 | 12.496 | 252,97 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 17.493 | -1,20 | 654 | -2,10 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 6.118 | -0,96 | 225 | -2,17 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 7.148 | 0,48 | 267 | -0,37 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 126.563 | 10,88 | 4.733 | 9,74 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2.295 | 3,33 | 86 | 2,41 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 468.640 | 6,69 | 17.525 | 5,60 | ||||
| 2026-02-18 | 13F/A | Pinnacle Financial Partners, Inc. | 8.414 | 315 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 67 | 3 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 269 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 40.440 | -4,50 | 1.490 | -5,94 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 109 | 0,00 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 185.310 | 13,53 | 6.930 | 12,37 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 7.757 | 8,73 | 290 | 7,81 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 370.580 | 4,28 | 13.858 | 3,22 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 144 | 3.500,00 | 5 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 6.520 | -60,03 | 244 | -60,55 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 22 | -84,40 | 1 | -100,00 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 26.289 | 1 | ||||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 2.294.198 | 165,40 | 84.518 | 161,47 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 331.294 | 5,70 | 12.205 | 4,12 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 554.247 | -15,96 | 20.726 | -16,81 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 10.108 | 20,03 | 378 | 18,55 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 9.589 | 12,49 | 359 | 11,18 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 1.560 | -20,12 | 59 | -20,55 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 1.478.347 | 22,44 | 55.283 | 22,06 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 6.336 | 237 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 344 | 0,58 | 13 | 0,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 25.586 | -9,64 | 957 | -10,57 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 133 | -70,05 | 5 | -75,00 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Little Harbor Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 7.426 | -16,04 | 278 | -15,81 | ||||
| 2026-02-13 | 13F | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 16.960.000 | 17,79 | 634.219 | 16,59 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 2.341.985 | 11,14 | 87.579 | 10,01 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 91.036 | -6,01 | 3.354 | -7,43 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6.241 | 9,55 | 230 | 7,51 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 42 | 2 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 23.214 | 868 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 17.972.024 | 5,66 | 672.064 | 4,58 | ||||
| 2026-01-21 | 13F | Unison Advisors LLC | 60.462 | 2,92 | 2.261 | 1,85 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9.806 | 1,30 | 361 | 0,00 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 51.334 | 338,75 | 1.920 | 334,16 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 177.563 | 56,32 | 6.640 | 54,72 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 3 | -92,68 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 240.489 | 3,35 | 8.993 | 2,30 | ||||
| 2026-02-17 | 13F | 1607 Capital Partners, LLC | 1.536.225 | -22,39 | 57.447 | -23,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 494.734 | -13,98 | 18.226 | -15,26 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 109 | -72,61 | 4 | -71,43 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.422 | 0,00 | 53 | 0,00 | ||||
| 2026-02-03 | 13F | Primoris Wealth Advisors, Llc | 40.200 | 0,63 | 1.503 | -0,40 | ||||
| 2025-11-06 | 13F | Angeles Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.104 | 5,54 | 41 | 2,56 | ||||
| 2026-02-09 | 13F | MRP Capital Investments, LLC | 6.276 | -6,82 | 235 | -7,14 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 22.000 | 18,26 | 810 | 16,55 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1.489 | 55 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 52.005 | -1,97 | 1.916 | -3,43 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 211 | 0 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 163.777 | 0,80 | 6.124 | -0,23 | ||||
| 2026-01-29 | 13F | Rareview Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 650.112 | 23.950 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Golden State Equity Partners | 44.235 | 11,87 | 1.654 | 10,78 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.020.061 | 11,68 | 38.145 | 10,54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.010 | 0 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Japan Science & Technology Agency | 14.319.906 | 11,70 | 535.493 | 10,56 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 543 | -5,73 | 20 | -4,76 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.244.389 | 448,93 | 46.534 | 443,36 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 8.625 | 19,91 | 323 | 18,82 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 9.141 | 0,00 | 337 | -1,47 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.991 | 0,81 | 73 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 65.250 | 4,48 | 2.404 | 2,91 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 306 | 0,00 | 11 | 0,00 | ||||
| 2025-11-10 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16.378 | -25,85 | 603 | -26,91 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 5.731 | 215 | ||||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 24.463 | -77,15 | 915 | -77,40 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.643.393 | 7,04 | 61 | 5,17 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 30.358 | 1 | ||||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 14.287 | 534 | ||||||
| 2025-11-10 | 13F | Wrapmanager Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 923 | 43,10 | 35 | 41,67 | ||||
| 2026-02-27 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 11.300 | 0,00 | 423 | -0,94 | ||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 316.316 | 0,00 | 11.957 | 0,00 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 11.234 | -5,77 | 420 | -6,67 | ||||
| 2025-11-14 | 13F | Truvestments Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | SWS Partners | 97.011 | -0,81 | 3.574 | -2,30 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 295.374 | 3,29 | 10.882 | 1,76 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 8.065 | 32,21 | 297 | 30,26 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 17.255 | -7,47 | 652 | -6,87 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 63 | 2 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.230 | 0,39 | 233 | -0,85 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 22.844 | 12,83 | 854 | 11,78 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Counterpoint Mutual Funds LLC | 15.079.411 | 4,65 | 563.895 | 3,58 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 648.672 | -7,25 | 24.326 | -5,64 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 5.627 | 212 | ||||||
| 2026-02-05 | 13F | Petix & Botte Co | 20.174 | 0,00 | 754 | -1,05 | ||||
| 2026-02-12 | 13F | CNO Financial Group, Inc. | 320.000 | 11.966 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 19 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 9.263 | 21,20 | 341 | 19,65 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 71.666 | -18,58 | 2.641 | -19,78 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 18.682 | -4,94 | 699 | -5,93 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 8.041 | 14,01 | 296 | 12,55 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 88.011.098 | 42,49 | 3.291.173 | 41,22 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 57 | 2 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.167 | 0,25 | 522 | -1,33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 69.408 | 18,40 | 2.557 | 16,61 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 9.704 | -6,72 | 363 | -7,89 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 449 | 46,73 | 17 | 45,45 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 685.069 | 260,43 | 25.642 | 257,13 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 5.391.108 | 6,01 | 201.601 | 4,93 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 166.207 | -13,21 | 6.215 | -14,09 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 363 | 0,00 | 14 | 0,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 24.958 | 16,28 | 920 | 14,45 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 13.973 | -3,42 | 523 | -4,40 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.669 | 0,00 | 98 | -1,01 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 18.665 | 6,50 | 698 | 5,44 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 142 | 5 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 6.728 | -7,01 | 248 | -8,52 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 7.250 | 0,00 | 271 | -0,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 140.327 | 15,49 | 5.170 | 13,78 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 58.286 | 40,34 | 2.180 | 38,88 | ||||
| 2025-10-28 | 13F | Silverlake Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 94.313 | -0,46 | 3.527 | -1,48 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Shenkman Capital Management Inc | 1.280.225 | 298,95 | 48.111 | 296,85 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13.605 | -2,82 | 501 | -4,21 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 139 | 0,00 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 56.099 | 10,85 | 2.067 | 9,20 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 42.957 | 1.583 | ||||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 11.115 | 3,91 | 416 | 2,72 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 140.733 | 5,31 | 5.263 | 4,24 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 9.114 | 0,00 | 343 | 0,29 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 4.640 | 0,30 | 174 | -0,57 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 16.450 | 615 | ||||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 7 | 251 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.987 | 0,00 | 74 | -1,33 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 223 | 0,00 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 98.233 | 4,53 | 3.673 | 3,46 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 43.801 | 2,41 | 1.614 | 1,13 | ||||
| 2025-11-04 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 36.372 | -0,88 | 1.360 | -1,88 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 78.717 | -18,19 | 2.944 | -19,04 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 47.530 | 1,25 | 1.751 | -0,23 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 60 | 172,73 | 2 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 66.403 | -1,38 | 2.446 | -2,82 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 77.248 | 40,54 | 2.846 | 38,44 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.401 | 3,47 | 52 | 1,96 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 9.706 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 33.348 | -90,04 | 1.229 | -90,19 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 13 | 18,18 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.716 | 139 | ||||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 110.680 | 3,56 | 4.139 | 2,50 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 53.145 | 0,00 | 1.987 | -1,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.942 | 106,46 | 108 | 103,77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.840 | 1,37 | 141 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 76 | 3 | ||||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 14.440 | 0,00 | 540 | -1,10 | ||||
| 2026-04-13 | 13F | Bank & Trust Co | 464 | 0,00 | 17 | 0,00 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 6.023 | 0,27 | 225 | -0,44 | ||||
| 2025-11-07 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 49.353 | -2,18 | 1.846 | -3,20 | ||||
| 2026-01-21 | 13F/A | Euro Pacific Asset Management, LLC | 16.210 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 10.057.165 | 33,08 | 376.088 | 31,73 |
