Grundlæggende statistik
| Institutionelle ejere | 1372 total, 1369 long only, 1 short only, 2 long/short - change of 1,63% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5055 % - change of -25,68% MRQ |
| Institutionelle aktier (lange) | 178.749.974 (ex 13D/G) - change of -10,44MM shares -5,52% MRQ |
| Institutionel værdi (lang) | $ 16.371.298 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) har 1372 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 178,749,974 aktier. Største aktionærer omfatter Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Pnc Financial Services Group, Inc., BlackRock, Inc., Catalyst Capital Advisors LLC, and Millburn Ridgefield Corp .
iShares Trust - iShares MSCI USA Min Vol Factor ETF (BATS:USMV) 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 March 6, 2026 is 96,65 / share. Previously, on March 10, 2025, the share price was 93,15 / share. This represents an increase of 3,76% 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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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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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Planning Project LLC | 29 | 3 | ||||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 2.539 | 0,00 | 239 | -0,83 | ||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 3.123 | 0,00 | 294 | -1,01 | ||||
| 2025-10-09 | 13F | Divergent Planning, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 271.919 | 1,76 | 25.604 | 0,71 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.991 | 0,20 | 187 | -1,06 | ||||
| 2026-01-09 | 13F | Post Resch Tallon Group Inc. | 7.358 | 1,38 | 693 | 0,29 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 6.793 | 640 | ||||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 67.919 | -1,21 | 6.395 | -2,22 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.249 | 0,00 | 400 | -0,99 | ||||
| 2025-12-29 | 13F | Swiss Life Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 29.836 | 28,07 | 2.809 | 26,76 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 3.163 | 0,00 | 298 | -1,00 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 172 | 0,00 | 16 | 0,00 | ||||
| 2025-10-31 | 13F | Fairman Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 32.390 | 3.050 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 10.864 | 1.023 | ||||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 21.253 | 2.001 | ||||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 6.991 | -10,83 | 658 | -10,96 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 28.296 | 7,00 | 2.664 | 6,05 | ||||
| 2026-02-24 | 13F | SG Trading Solutions, LLC | 108.078 | 10 | ||||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 5.664 | 0,00 | 533 | -0,93 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39.679 | 2,06 | 3.736 | 1,19 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 37.069 | 3.490 | ||||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.468 | 1.690,24 | 138 | 1.871,43 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.663.637 | 2,42 | 156.647 | 1,36 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 5.004 | -11,67 | 471 | -12,45 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 24.656 | -0,51 | 2.322 | -1,53 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 5.441 | 0,00 | 512 | -0,97 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 13.425 | 17,97 | 1.264 | 16,82 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 2.938 | -2,78 | 277 | -3,83 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 15.802 | -0,92 | 1.488 | -1,98 | ||||
| 2026-01-23 | 13F | Dara Capital Us, Inc. | 5.749 | 542 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 8.970 | 9,31 | 845 | 8,21 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 401 | 0,25 | 38 | -2,63 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 19.571 | 0,94 | 1.843 | -0,11 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 123.619 | -9,46 | 11.640 | -10,39 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 5.353 | -9,06 | 504 | -9,84 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 37.837 | -25,78 | 3.563 | -26,56 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.509.626 | 1,03 | 330.466 | -0,01 | ||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 4.918 | 463 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 15.549 | 23,43 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3.556 | 5,24 | 335 | 4,05 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 18 | 12,50 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 38.767 | -2,70 | 3.650 | -3,69 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 8.168 | -1,26 | 769 | -2,16 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 5.729 | 5,97 | 539 | 4,86 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 8.441 | 0,14 | 795 | -0,87 | ||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 10.582 | -1,85 | 996 | -2,83 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 2.865 | 0,00 | 272 | 0,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 3.700 | 10,41 | 348 | 9,43 | ||||
| 2026-01-16 | 13F | Cassia Capital Partners, LLC | 227.493 | 4,72 | 21.423 | 3,65 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 10.642 | 0,23 | 1.002 | -0,79 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 24.090 | -2,39 | 2.268 | -3,41 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 10.702 | 0,65 | 1.008 | -0,40 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 14.442 | -0,26 | 1.360 | -1,31 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 32.791 | -3,15 | 3.088 | -4,16 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 33.640 | -0,20 | 3.168 | -1,22 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 56.069 | 68,07 | 5.279 | 66,37 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 2.807 | -12,72 | 264 | -13,44 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 156.430 | -5,16 | 14.729 | -6,14 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4.669.005 | -8,80 | 439.634 | -9,74 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.542 | 0,23 | 334 | -0,89 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 150.453 | -1,60 | 14.167 | -2,61 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 122 | 11,93 | 12 | 10,00 | ||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 57.225 | -0,66 | 5.388 | -1,68 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 20.864 | 3,74 | 1.965 | 2,67 | ||||
| 2026-02-19 | 13F | Lexington Hill Partners, LLC | 34.820 | 3.279 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 4.770 | -26,35 | 454 | -25,49 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 36.212 | 5.566,98 | 3.410 | 5.581,67 | ||||
| 2026-01-14 | 13F | Eastern Bank | 66 | -81,97 | 6 | -82,35 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 5.707 | -0,51 | 537 | -1,47 | ||||
| 2025-11-05 | 13F | Soundwatch Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 2.526 | 0,00 | 238 | -1,25 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 39.024 | 1,58 | 3.675 | 0,52 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.791 | 2.583,65 | 263 | 2.811,11 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 852.118 | -5,21 | 80.235 | -6,19 | ||||
| 2026-01-20 | 13F | Nvwm, Llc | 8 | 1 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 5.811 | 1,75 | 547 | 0,74 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 22.901 | 8,81 | 2.156 | 7,69 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 5.568 | 173,88 | 524 | 306,20 | ||||
| 2026-02-24 | 13F | Macco Financial Group, Inc. | 24.686 | 2.324 | ||||||
| 2026-02-13 | 13F | Platform Technology Partners | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 13.429 | 1.264 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 993 | 218,27 | 93 | 220,69 | ||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 36.301 | 0,38 | 3.418 | -0,64 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 93.831 | -2,54 | 8.860 | -0,78 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 19.879 | 71,68 | 1.872 | 69,94 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 2.220 | -22,84 | 209 | -23,44 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 3.373 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 2.973 | 10,11 | 280 | 8,98 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 15.243 | -1,42 | 1.435 | -2,45 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 23.050 | 0,14 | 2.170 | 1,45 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 75.327 | 23,68 | 7.093 | 24,05 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 3.974 | 0,00 | 374 | -1,06 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 189 | 0,00 | 18 | 0,00 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 181 | -4,23 | 17 | -5,56 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 12.034 | -4,69 | 1.133 | -5,66 | ||||
| 2026-02-13 | 13F | United Bank | 6.000 | 0,00 | 565 | -1,05 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.587 | -0,19 | 244 | -1,22 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 126 | -17,11 | 12 | -21,43 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 117 | 30,00 | 11 | 37,50 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 5.768 | 23,56 | 543 | 22,30 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 5.703 | 537 | ||||||
| 2026-01-23 | 13F | Asset Advisors Investment Management, LLC | 172.019 | 1,45 | 16.197 | 0,40 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 64.543 | 113,82 | 6.077 | 111,67 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 5.087 | -18,29 | 482 | -18,20 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 229 | 22 | ||||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 57.965 | 4,34 | 5.458 | 3,27 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 44.988 | -0,36 | 4.236 | -1,37 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 66.247 | -0,22 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 2.977 | 5,98 | 280 | 4,87 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 242.057 | -1,67 | 23 | -4,35 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 308.099 | 3,23 | 29.435 | 3,68 | ||||
| 2026-01-26 | 13F | Moran Wealth Management, LLC | 8.683 | 818 | ||||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 41.464 | -1,22 | 3.904 | -2,23 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 112.484 | -3,34 | 11 | -9,09 | ||||
| 2026-01-15 | 13F/A | Sherman Wealth Management LLC | 30.410 | 2.863 | ||||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 130.306 | 12.270 | ||||||
| 2026-01-26 | 13F | Berkeley, Inc | 5.012 | 0,00 | 472 | -1,05 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 74.187 | -0,85 | 6.985 | -1,87 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 238.345 | 0,00 | 22.676 | 0,00 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 42.723 | -0,21 | 4.023 | -1,25 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 15.144 | -0,68 | 1.426 | -1,72 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 735.946 | -3,17 | 69.297 | -4,17 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 30.576 | -12,50 | 2.879 | -13,39 | ||||
| 2026-01-07 | 13F | VERITY Wealth Advisors | 12.102 | 0,00 | 1.140 | -1,04 | ||||
| 2026-01-26 | 13F | Invested Advisors | 3.844 | 362 | ||||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 767 | 0,00 | 72 | 0,00 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prostatis Group LLC | 3.069 | -9,15 | 289 | -10,28 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 164.178 | -1,31 | 15.459 | -2,33 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2.311 | 0,00 | 218 | -0,91 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 5.135 | 8,63 | 484 | 7,57 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 565 | -51,21 | 53 | -51,82 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 5.688 | 80,69 | 536 | 78,93 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 29.455 | -4,58 | 2.773 | -5,55 | ||||
| 2026-01-27 | 13F | Sterling Investment Counsel, LLC | 3.938 | 23,49 | 367 | 20,79 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 156.103 | -26,53 | 14.699 | -27,29 | ||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 60.789 | 3,54 | 5.724 | 2,47 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 90.771 | -0,83 | 8.547 | -1,86 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 211.695 | 32,56 | 19.937 | 31,33 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.480.989 | -7,47 | 327.770 | -8,43 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 24.006 | 0,93 | 2.260 | -0,09 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | 0,00 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 7.256 | 0,00 | 683 | -1,01 | ||||
| 2025-11-12 | 13F | Truepoint, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 368 | -39,27 | 35 | -40,35 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 2.227 | -5,60 | 213 | -4,93 | ||||
| 2026-02-04 | 13F | Garrett Wealth Advisory Group, LLC | 112.093 | -2,14 | 10.555 | -3,15 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 8.024 | 0,00 | 756 | -1,05 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 3.139 | 0,19 | 299 | 1,71 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 105.520 | -5,63 | 9.936 | -6,60 | ||||
| 2026-02-09 | 13F | Connecticut Capital Management Group, LLC | 2.680 | 252 | ||||||
| 2026-01-21 | 13F | Greenleaf Trust | 5.001 | -6,14 | 471 | -7,11 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 65.778 | 0,85 | 6.194 | -0,19 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.528 | 11,99 | 615 | 10,83 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 9.738 | -0,85 | 926 | 0,54 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 27.669 | -0,22 | 2.605 | -1,25 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 4.149 | -12,13 | 391 | -13,14 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.531.309 | 1,74 | 144.186 | 0,69 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 12.191 | 5,22 | 1.148 | 4,08 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 47 | 4 | ||||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 35.861 | 9,41 | 3.377 | 8,27 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 13.259 | -7,32 | 1.248 | -8,30 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 5.334 | 0,00 | 502 | -0,99 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 71.033 | -19,07 | 6.688 | -19,90 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 48.694 | -0,04 | 4.585 | -1,06 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 1.763 | -47,62 | 166 | -48,12 | ||||
| 2026-02-13 | 13F | Creekside Partners | 16.659 | 0,08 | 1.569 | -0,95 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 7.846 | 0,00 | 739 | -1,07 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 21.424 | -1,43 | 2.017 | -2,42 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 6.470 | 0,00 | 609 | -0,98 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 106.499 | 0,03 | 10.028 | -1,01 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 3.752.960 | 0,00 | 353.379 | -1,03 | ||||
| 2025-10-06 | 13F | Puff Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5.610 | 0,00 | 528 | -0,94 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 85.277 | 5,69 | 8.030 | 4,60 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 2.856 | -0,10 | 269 | -1,47 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 7.149 | -3,31 | 673 | -4,27 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 254 | -69,02 | 20 | -75,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 5.187 | -0,25 | 0 | |||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19.691 | -1,43 | 1.854 | -2,42 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 10.363 | -3,84 | 976 | -4,88 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 10.564 | 0,41 | 995 | -0,60 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 13.544 | 5,94 | 1.275 | 4,85 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 2.125 | 0,00 | 200 | -0,99 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.222.695 | 4,22 | 115.129 | 3,15 | ||||
| 2026-02-11 | 13F | Vestcor Inc | 420.748 | 438,47 | 40 | 457,14 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 40.382 | -4,31 | 3.802 | -5,28 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 712.694 | 40,86 | 67.107 | 39,41 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 31.990 | -1,91 | 3.012 | -2,90 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 72.324 | -11,64 | 6.810 | -12,54 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 22.994 | -0,13 | 2.165 | -1,14 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 90.904 | 16,51 | 8.560 | 15,30 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 670 | 0 | ||||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 8.400 | 791 | ||||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 3.449 | -97,46 | 325 | -97,49 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.676 | 22,25 | 158 | 20,77 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 3.019 | 284 | ||||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 2.442 | 0,00 | 230 | -1,29 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 5.679 | -9,48 | 537 | -9,60 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 5.507 | 519 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 31.339 | -7,43 | 2.951 | -8,41 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 5.808 | -7,04 | 547 | -8,08 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 13 | 1 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 615 | 58 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 19.837 | -2,24 | 1.868 | -3,26 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 8.028 | -5,37 | 756 | -6,32 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 20.700 | -2,76 | 1.949 | -3,75 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 223 | 0,00 | 21 | 5,00 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 16.047 | 0,00 | 1.511 | -1,05 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 7.485 | 0,00 | 705 | -1,12 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 13.056 | -23,41 | 1.252 | -21,86 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 14.571 | -0,62 | 1.372 | -1,58 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 360 | 34 | ||||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 5.832 | 0,00 | 549 | -0,90 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99.809 | 0,88 | 9.398 | -0,16 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 89.272 | 4,46 | 8.406 | 3,37 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 4.943 | -20,27 | 465 | -21,05 | ||||
| 2026-02-18 | 13F | Kastel Capital Advisors, LLC | 30.899 | 2.909 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.238 | -3,29 | 305 | -4,40 | ||||
| 2026-02-10 | 13F/A | LVZ Advisors, Inc. | 2.948 | 0,00 | 278 | -1,07 | ||||
| 2026-01-21 | 13F | Cidel Asset Management Inc | 6.760 | -7,21 | 637 | -8,09 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 20.390 | -1,28 | 1.920 | -2,34 | ||||
| 2025-11-03 | 13F | Little House Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gibson Capital, LLC | 5.346 | -9,07 | 503 | -10,02 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 15.993 | -16,01 | 1.506 | -16,90 | ||||
| 2026-02-05 | 13F | Berman McAleer LLC | 28.077 | -2,58 | 2.644 | -3,61 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 197.634 | 40,44 | 18.609 | 39,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.040 | 0,03 | 286 | -1,04 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 21 | 2 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31.020 | 0,27 | 2.922 | -0,78 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 56 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 3.629 | -1,17 | 342 | -2,01 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 2.427 | 2,28 | 229 | 1,33 | ||||
| 2026-02-06 | 13F | Motco | 38 | 0,00 | 4 | 0,00 | ||||
| 2026-01-22 | 13F | Ridgecrest Wealth Partners, Llc | 6.187 | 0,00 | 583 | -1,02 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 51.958 | 177 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 425.429 | -4,87 | 40.058 | -4,36 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Novus Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 854.348 | -5,24 | 80.445 | -6,22 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 2.461 | 0,41 | 232 | -0,86 | ||||
| 2026-02-10 | 13F | Intellectus Partners, LLC | 18.149 | 3,66 | 1.709 | 2,58 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 573.795 | 4,40 | 54.029 | 3,32 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sweeney & Michel, Llc | 19.314 | 3,23 | 1.855 | 5,46 | ||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 23.532 | 0,03 | 2.216 | -1,03 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 79.079 | 14,99 | 7.446 | 13,82 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 2.175 | -0,73 | 205 | -1,44 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 2.681 | 0,00 | 252 | -1,18 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.418.226 | -3,60 | 321.860 | -4,60 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1.937 | 182 | ||||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 3.976 | 0,00 | 378 | 1,07 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 83.168 | -1,43 | 7.831 | -2,44 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 7.270 | -3,80 | 685 | -4,74 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 307.678 | 3,74 | 28.971 | 2,67 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 2.578 | -2,09 | 243 | -3,20 | ||||
| 2026-02-17 | 13F | Shelton Capital Management | 5.004 | 0,00 | 471 | -1,05 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 7.514 | 0,00 | 708 | -0,98 | ||||
| 2025-10-21 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 174.806 | 1,38 | 16.460 | 0,82 | ||||
| 2026-01-29 | 13F | New Hampshire Trust | 5.645 | 0,00 | 532 | -1,12 | ||||
| 2026-02-02 | 13F | Syntax Research, Inc. | 16.234 | 7,49 | 1.529 | 6,41 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 28.435 | -19,82 | 2.794 | -17,20 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7.520 | -38,27 | 708 | -38,86 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.675.239 | -6,79 | 157.740 | -7,75 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 491 | 0,00 | 46 | 0,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9.112 | -6,85 | 858 | -7,74 | ||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 4.173 | 5,41 | 393 | 4,26 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.563 | 6,69 | ||||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 4.114 | -0,68 | 387 | -1,78 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 13.397 | 1,90 | 1.261 | 0,88 | ||||
| 2026-01-26 | 13F | Bernardo Wealth Planning LLC | 20.938 | -0,82 | 1.972 | -1,84 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 27.985 | -0,87 | 2.635 | -1,86 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22.113 | 1,25 | 2.082 | 0,24 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 67 | 1,52 | 6 | 0,00 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 2.895 | 14,88 | 273 | 13,81 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 3.890 | 366 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 6.532 | 0,00 | 615 | -0,97 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 32.240 | -0,92 | 3.036 | -1,94 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.399 | 0,00 | 132 | -1,50 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 37.148 | 0,91 | 3.498 | -0,14 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 14.749 | -20,13 | 1.389 | -19,72 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 12.114 | 8,48 | 1.139 | 7,06 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.267.613 | -1,46 | 119.359 | -2,48 | ||||
| 2025-11-14 | 13F | Capstone Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | BDFS Capital LLC | 2.750 | 259 | ||||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 6.671 | 628 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 1.082 | 0,00 | 102 | -0,98 | ||||
| 2025-10-15 | 13F | Defined Financial Planning LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.522 | 0,40 | 143 | -0,69 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 7.408 | -1,75 | 701 | -2,23 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 25.028 | 0,82 | 2.357 | -0,21 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 87 | 8 | ||||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 25.375 | -2,60 | 2.389 | -3,59 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 4.781 | 0,00 | 450 | -0,88 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 29.341 | 0,41 | 2.763 | -0,65 | ||||
| 2025-11-20 | 13F | Maven Securities LTD | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Financial Management Network Inc | 5.968 | -3,16 | 559 | -4,62 | ||||
| 2026-01-15 | 13F | Bourgeon Capital Management Llc | 3.900 | 0,00 | 367 | -1,08 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 472 | 44 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 13.426 | 10,47 | 1.278 | 12,70 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 22.744 | 6,36 | 2.142 | 5,26 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 462.542 | 3,90 | 44.015 | 3,92 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 23.620 | -3,28 | 2.224 | -4,26 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 15.002 | -19,62 | 1.424 | -18,21 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 214 | -7,76 | 20 | -9,09 | ||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 4.565 | 0,29 | 430 | -0,92 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 18.763 | -7,10 | 1.767 | -8,07 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 2.843 | 0,00 | 268 | -1,11 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 2.935 | 0,00 | 276 | -1,08 | ||||
| 2026-02-10 | 13F | Select Asset Management & Trust | 70.420 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 6.180 | 0,21 | 582 | -0,85 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 2.632 | 0,00 | 249 | -0,80 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 1.033 | 376,04 | 97 | 385,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 16.581 | 10,79 | 1.574 | 11,08 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 25.876 | -28,03 | 2.436 | -28,77 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 4.611 | -0,50 | 434 | -1,36 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 45.938 | -4,32 | 4.325 | -5,30 | ||||
| 2026-01-22 | 13F | City Holding Co | 81 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 66.635 | -1,85 | 6.274 | -2,86 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 19.543 | -12,59 | 1.840 | -13,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186.307 | -8,15 | 17.543 | -9,10 | ||||
| 2025-09-26 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 28.916 | -85,42 | 2.678 | -85,42 | ||||
| 2026-01-28 | 13F | White Pine Investment CO | 130.874 | 0,68 | 12 | 0,00 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 322.060 | -12,35 | 30.325 | -13,21 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 3.703 | 0,00 | 349 | -1,14 | ||||
| 2025-11-14 | 13F | Blue Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 48.398 | 4.557 | ||||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 19.487 | -2,59 | 1.835 | -3,63 | ||||
| 2026-01-26 | 13F | LS Investment Advisors, LLC | 7.601 | -2,74 | 716 | -3,77 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 34.105 | 4,58 | 3.211 | 3,51 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5.137 | 0,55 | 484 | -0,62 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 8.412 | 0,00 | 792 | -1,00 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10.712 | -0,92 | 1.009 | -1,95 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 21.218 | -3,16 | 2.019 | -1,85 | ||||
| 2026-01-27 | 13F | Emerald Advisors, LLC | 31.538 | -30,20 | 2.970 | -30,92 | ||||
| 2025-10-24 | 13F | Solidarilty Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 1.300 | 0,00 | 122 | -0,81 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2.147 | 0,00 | 202 | -0,98 | ||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 188 | 0,00 | 18 | 0,00 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | GFG Capital, LLC | 18.563 | -2,55 | 1.748 | -3,59 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 5.013 | -5,02 | 472 | -5,98 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.051 | -18,01 | 1.041 | -18,88 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 14.592 | 0,03 | 1.374 | -1,01 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 12.206 | -16,63 | 1.149 | -17,46 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 25.388 | -3,38 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 373 | 0,00 | 35 | 0,00 | ||||
| 2025-10-16 | 13F | Willner & Heller, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 17.713 | -0,97 | 1.668 | -2,00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 383 | 0,00 | 36 | 0,00 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 46.939 | -49,70 | 4.420 | -50,22 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 80.000 | -58,97 | 7.533 | -65,81 | ||||
| 2026-01-30 | 13F | Smart Portfolios, LLC | 4.427 | -0,83 | 417 | -1,89 | ||||
| 2026-02-17 | 13F | Greater Midwest Financial Group, LLC | 7.711 | 0,40 | 726 | -0,55 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 11 | 1 | ||||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | MA Private Wealth | 98.840 | 3,19 | 9.307 | 2,13 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 17 | 0,00 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 7.450 | -0,03 | 701 | -0,99 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 14.500 | -1,29 | 1.365 | -2,29 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 38.829 | 2,31 | 3.656 | 1,27 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.223 | -0,78 | 398 | -1,73 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 186.379 | -2,58 | 17.549 | -3,59 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | High Probability Advisors, LLC | 382.490 | 4,35 | 36.015 | 3,27 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 6.743 | 0,00 | 635 | -1,09 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 3.511 | -17,31 | 331 | -18,11 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 34.685 | 14,28 | 3.266 | 13,09 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 211.341 | -1,94 | 19.900 | -1,64 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 20.424 | -2,49 | 1.923 | -3,46 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 595 | 0,00 | 56 | 0,00 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 1.293 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 48.708 | 1,31 | 4.586 | 0,26 | ||||
| 2025-10-09 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 2.705 | 0,00 | 255 | -1,17 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 8.472 | 24,22 | 798 | 22,99 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 85.719 | 8.188 | ||||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 46.826 | -8,89 | 4.409 | -9,82 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 171 | 0,00 | 16 | 0,00 | ||||
| 2026-01-23 | 13F | Castellan Group, LLC | 41.342 | 3.893 | ||||||
| 2026-01-21 | 13F | TPG Advisors LLC | 23.974 | 1,97 | 2.257 | 0,94 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 74.251 | 28,42 | 6.992 | 27,11 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 8.431 | 0,30 | 794 | -0,75 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 2.239 | 211 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 17.441 | 1.659 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9.119 | -10,51 | 859 | -11,46 | ||||
| 2026-02-17 | 13F | Palisade Capital Management Llc/nj | 2.721 | 256 | ||||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 57.526 | -3,64 | 5.417 | -4,65 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 6.174 | 0,00 | 581 | -1,02 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 2.912 | -5,33 | 274 | -6,16 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 2.492.600 | -8,81 | 234.703 | -9,75 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 8.928 | -3,08 | 841 | -4,11 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 67 | 6 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 105.799 | -0,23 | 9.962 | -1,26 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 22.742 | 214,72 | 2.141 | 215,78 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 3.020 | 0,00 | 284 | -1,05 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 78.366 | 7.379 | ||||||
| 2026-02-13 | 13F | FF Advisors,LLC | 6.424 | 0,47 | 605 | -0,66 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 325 | 31 | ||||||
| 2026-01-27 | 13F | Cfm Wealth Partners Llc | 58.758 | 0,88 | 5.533 | -0,16 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 97.101 | 0,77 | 9.143 | -0,26 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 13.188 | -1,43 | 1.242 | -2,44 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 10.756 | -30,85 | 1.013 | -31,58 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 2.482 | 0,77 | 234 | 0,87 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 4.011 | 378 | ||||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 5.629 | -3,32 | 530 | -4,34 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-01-09 | 13F | Scott & Selber, Inc. | 2.160 | 0,05 | 203 | -0,98 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 6.871 | -3,24 | 647 | -4,30 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 10.650 | 0,00 | 1.003 | -1,09 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.809 | 2,49 | 170 | 1,80 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 7.401 | -12,13 | 697 | -13,11 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 34.890 | -2,54 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 7.330 | -0,18 | 690 | -1,15 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 16.228 | 0,41 | 1.528 | -0,65 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 2.390 | -24,03 | 225 | -24,75 | ||||
| 2025-10-17 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Wealth Management LLC | 3.109 | -0,61 | 293 | -1,68 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 6.749 | 635 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 58.487 | -5,01 | 5.507 | -5,98 | ||||
| 2026-02-17 | 13F | Junto Capital Management LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 2.411 | 0,58 | 227 | -0,44 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 4.353 | 0,44 | 410 | -0,73 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 34.522 | -0,32 | 3.251 | -1,37 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.037 | 0,08 | 2.359 | -0,80 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 14.746 | -0,46 | 1.388 | -1,49 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 88.242 | -1,62 | 8.309 | -2,64 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 9.872 | -45,30 | 930 | -45,86 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 3.703 | -3,79 | 349 | -4,92 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 3.294 | -1,52 | 308 | -1,60 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 32.065 | -2,90 | 3.019 | -3,88 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 241.476 | 2,27 | 22.737 | 1,22 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 2.443 | 0,16 | 230 | -0,86 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 5.230 | 492 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 11.152 | -0,14 | 1.065 | 0,28 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.678 | -0,22 | 0 | |||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 893.591 | -29,18 | 84.140 | -29,91 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 6.864 | -11,03 | 646 | -11,99 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.218 | -40,66 | 0 | |||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.175 | 0,00 | 581 | -1,02 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 2.760 | -55,90 | 260 | -56,47 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 157.105 | 2,24 | 14.793 | 1,19 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 4.046 | 381 | ||||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 98.039 | 9.243 | ||||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 11.821 | -1,34 | 1.113 | -2,28 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 4.690 | 0,00 | 442 | -1,12 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 2.359 | -17,95 | 222 | -18,98 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 820 | -98,79 | 77 | -98,81 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 377.494 | -4,07 | 35.545 | -5,06 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.348 | 0,00 | 127 | -1,56 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.210.947 | 19,82 | 1.149.783 | 18,58 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 67.323 | 6.339 | ||||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 4.496 | 3,69 | 423 | 2,67 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 122 | -97,81 | 12 | -97,92 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 10.062 | -83,07 | 947 | -83,25 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 36.125 | 0,33 | 3.402 | -0,70 | ||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 36.591 | 5,82 | 3.445 | 4,74 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 27.478 | -3,94 | 2.587 | -4,92 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 2.968 | 1,23 | 279 | 0,72 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 671.440 | 2,46 | 63 | 1,61 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 137.205 | 2,99 | 12.919 | 1,93 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 101.575 | -3,28 | 9.564 | -4,27 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.844 | 0,00 | 174 | -1,14 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 7.276 | 1,37 | 685 | 0,44 | ||||
| 2025-11-12 | 13F | Kensington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Leuthold Group, Llc | 2.338 | -1,89 | 220 | -2,65 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 63 | -1,59 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.075 | 0,00 | 290 | -1,03 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 22.827 | -3,19 | 2.149 | -4,19 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 2.550 | -59,84 | 240 | -60,26 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 3.522 | 0,11 | 332 | -0,90 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 7.465 | -11,50 | 703 | -12,47 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 101.787 | -0,18 | 9.584 | -1,21 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 2.595 | 0,00 | 244 | -0,81 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 10.221 | -1,10 | 962 | -2,14 | ||||
| 2026-02-13 | 13F | Sovereign Investment Advisors, LLC | 153.932 | -65,80 | 14.494 | -66,15 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 202.560 | 11,68 | 19.081 | 10,58 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 44.382 | -23,23 | 4.179 | -22,87 | ||||
| 2025-11-12 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Tsfg, Llc | 3.078 | -21,00 | 0 | |||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 4.580 | 0,00 | 431 | -0,92 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 2.592 | -97,77 | 244 | -97,79 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 11.400 | 1.073 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 33.180 | -0,93 | 3.124 | -1,95 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 5.149 | -8,07 | 485 | -9,02 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 385 | 24,19 | 36 | 24,14 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 7.014 | -34,53 | 660 | -35,23 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 5.628 | -10,07 | 530 | -11,09 | ||||
| 2025-11-14 | 13F | Sagard Holdings Management Inc. | 37.714 | 0,00 | 3.588 | 1,36 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 43.812 | 1,15 | 4.125 | 0,12 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 3.556 | 335 | ||||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 122.762 | -0,33 | 11.559 | -1,35 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.004 | -12,39 | 96 | -11,21 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 5.267 | -2,77 | 496 | -3,88 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 176 | 17 | ||||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 5.424 | 0,00 | 511 | -1,16 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 16.382 | -10,00 | 1.543 | -10,92 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 2.712 | 0,00 | 255 | -1,16 | ||||
| 2026-02-13 | 13F | Virtus ETF Advisers LLC | 45 | 25,00 | 4 | 33,33 | ||||
| 2026-01-09 | 13F | Ptm Wealth Management, Llc | 9.390 | -0,84 | 883 | -2,00 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 8.327 | 0,34 | 784 | -0,63 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 90 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.619 | 8,95 | 115.410 | 7,83 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 13.023.458 | -5,59 | 1.226.289 | -6,56 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 512 | 0,39 | 48 | 0,00 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 9.890 | 0,00 | 931 | -0,96 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 2.301 | 0,00 | 217 | -0,92 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 795.730 | 1,43 | 75 | 0,00 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1.051 | 99 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 52.197 | 0,11 | 4.915 | -0,93 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 8.989 | 0,65 | 846 | -0,35 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 58.778 | -8,02 | 5.535 | -8,97 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 11.917 | 52,82 | 693 | -6,61 | ||||
| 2026-02-17 | 13F | Creative Planning | 250.310 | -5,07 | 23.569 | -6,04 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 64.843 | -3,50 | 6.106 | -4,49 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 4.022 | 0,10 | 379 | -1,05 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.032 | -4,62 | 97 | -4,90 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 425 | 0,00 | 40 | 0,00 | ||||
| 2026-01-14 | 13F | ACT Advisors, LLC. | 23.243 | -1,90 | 2.189 | -2,93 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 6.143 | 0,62 | 578 | -0,34 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 4.525 | 0,00 | 426 | -0,93 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 2.461 | 2,93 | 232 | 1,76 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 222.135 | 1,31 | 20.916 | 0,27 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 3.379 | -18,32 | 318 | -19,08 | ||||
| 2026-02-12 | 13F | Collier Financial | 89 | 0,00 | 8 | 0,00 | ||||
| 2025-10-14 | 13F | Berger Financial Group, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 6.493 | 1,93 | 611 | 0,83 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 12.847 | 0,00 | 1.210 | -1,06 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 75.411 | -2,82 | 7.101 | -3,82 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 37.940 | -39,83 | 3.572 | -40,45 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 74.296 | -5,48 | 6.997 | -6,46 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 146.907 | 8,07 | 13.833 | 6,95 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 139.415 | -12,79 | 13.127 | -13,69 | ||||
| 2026-02-09 | 13F | First National Trust Co | 2.385 | 225 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 22.704 | 5,21 | 2.138 | 4,50 | ||||
| 2026-02-12 | 13F | Rowland & Co Investment Counsel/adv | 3.632 | 0,00 | 342 | -1,16 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13.553 | 0,81 | 1.276 | -0,23 | ||||
| 2026-01-27 | 13F | PFG Advisors | 14.741 | -14,91 | 1.388 | -15,78 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 333 | 437,10 | 31 | 520,00 | ||||
| 2026-03-05 | 13F | Storen Legacy Partners, LLC | 2.633 | 248 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 7.978 | -45,28 | 757 | -44,94 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.288.665 | -3,95 | 592.141 | -4,94 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 4.552 | 429 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 10.280 | -0,93 | 968 | -2,03 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 7.988 | -29,75 | 757 | -29,67 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 119.794 | -0,94 | 11.280 | -1,96 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 8.694 | 0,00 | 819 | -1,09 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 4.274 | -13,36 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 170 | 16 | ||||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 389 | 11,78 | 37 | 9,09 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 63.955 | 0,09 | 6.085 | 1,45 | ||||
| 2026-01-27 | 13F | Morey & Quinn Wealth Partners, LLC | 2.347 | 0,00 | 221 | -1,35 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 69.085 | 0,41 | 6.505 | -0,61 | ||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New World Advisors LLC | 4.921 | 8,49 | 463 | 7,42 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.554.364 | -4,28 | 146.359 | -5,27 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3.031 | 7,52 | 285 | 6,34 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 728 | -52,36 | 69 | -53,10 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 2.169 | 204 | ||||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 6.123 | 0,02 | 577 | -1,03 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 6.434 | 0,00 | 606 | -1,14 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3.628 | 342 | ||||||
| 2026-02-03 | 13F | Lubar & Co., Inc | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Gries Financial Llc | 13.819 | -1,10 | 1.315 | 0,23 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 19.646 | 1,44 | 1.850 | 0,38 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 2.929 | -6,24 | 277 | -6,76 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 9.429 | -4,70 | 888 | -5,74 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 13.773.118 | 1,86 | 1.296.877 | 0,81 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 142.248 | 39,70 | 13.394 | 38,27 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 46.109 | 4.342 | ||||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 4.889 | -4,55 | 460 | -5,54 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 104.166 | 0,82 | 9.808 | -0,21 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 5.856 | 551 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 52.236 | 1,46 | 4.919 | 0,41 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 8.136 | -30,49 | 1 | -100,00 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 4.303 | -2,43 | 405 | -3,34 | ||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 54.063 | 0,31 | 5.091 | -0,72 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 135.654 | -7,59 | 12.773 | -8,54 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 202.099 | 15,04 | 19.030 | 13,86 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 728.703 | -6,62 | 68.615 | -7,58 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 62.293 | -0,90 | 5.866 | -1,92 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 17.963 | -3,53 | 1.691 | -4,52 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | FORM Wealth Advisors, LLC | 20.253 | -27,44 | 1.907 | -27,21 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 2.407 | 0,00 | 227 | -1,31 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 2.530 | 0,00 | 239 | 2,15 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 373 | 0,00 | 35 | 0,00 | ||||
| 2025-10-28 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.618 | 0,00 | 811 | -0,98 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 2.700 | 0,00 | 253 | -1,95 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 0 | 0 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 5.373 | 13,09 | 506 | 11,73 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 15.597 | -4,15 | 1.469 | -5,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 61.143 | 38,95 | 5.757 | 37,53 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 109.984 | -0,52 | 10.356 | -1,54 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 2.583 | 0,00 | 243 | -0,82 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 805 | 76 | ||||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 4.703 | -1,47 | 443 | -2,64 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 4.161.785 | -11,71 | 391.874 | -12,62 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 14.072 | 1,52 | 1.325 | 0,53 | ||||
| 2025-10-22 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 2.125 | 15,55 | 200 | 14,94 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 3.937 | 371 | ||||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 3.653 | 0,00 | 344 | -1,15 | ||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 38.989 | 18,22 | 3.671 | 17,02 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 7.866 | 0,00 | 741 | -1,07 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 8.163 | -19,37 | 769 | -20,25 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 11.469 | -19,94 | 1.091 | -18,82 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 15.552 | 4,54 | 1.464 | 3,46 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 1.430 | 0,00 | 135 | -1,47 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 8.324 | 220,77 | 784 | 218,29 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 1.233 | 4,05 | 116 | 2,65 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 181.768 | 4,82 | 17.115 | 3,75 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 2.570 | 242 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 258 | 0,00 | 24 | 0,00 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 68.481 | -0,28 | 6.202 | -5,08 | ||||
| 2026-02-06 | 13F | Muirfield Wealth Advisors Llc | 40.238 | 0,06 | 3.789 | -0,97 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 5.334 | -2,43 | 502 | -3,46 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 8.375 | 0,00 | 789 | -1,01 | ||||
| 2025-11-10 | 13F | Mendel Money Management | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Plus Group Wealth Advisors LLC | 2.189 | 206 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 6.559 | -7,08 | 618 | -8,05 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 57 | 5 | ||||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 33.646 | 3.168 | ||||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 5.770 | 543 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 233.684 | -23,12 | 22.004 | -23,91 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 4.160 | 2,59 | 392 | 1,56 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 3.054 | -2,43 | 288 | -3,37 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 4.841 | -3,97 | 456 | -5,01 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 68 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 36.521 | -0,08 | 3.439 | -1,12 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 10.945 | 7,27 | 1.031 | 6,19 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 10.806 | -4,40 | 1.028 | -3,11 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 3.724 | 351 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 49.712 | -5,49 | 4.681 | -6,47 | ||||
| 2026-02-04 | 13F | Nwam Llc | 25.742 | 1,45 | 2.444 | 1,58 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 700 | 0,00 | 66 | -1,52 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 41.910 | 0,00 | 3.946 | -1,03 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 7.635 | -52,29 | 719 | -52,83 | ||||
| 2026-01-27 | 13F | Joel Adams & Associates, Inc. | 5.405 | -3,81 | 509 | -4,87 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 25.571 | -0,35 | 2.408 | -1,39 | ||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 5.565 | -0,16 | 524 | -1,13 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 16.100 | 14,18 | 1.516 | 12,98 | |||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 7.947 | -20,35 | 748 | -21,18 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 13.057 | 234,11 | 1.229 | 231,27 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 7.616 | 0,08 | 717 | -0,97 | ||||
| 2026-01-15 | 13F | Strategic Point Investment Advisors, LLC | 42.752 | 0,30 | 4.025 | -0,74 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 3.609 | -8,63 | 340 | -9,60 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 5.195 | 0,00 | 489 | -1,01 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 7.134 | -3,29 | 672 | -4,28 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 8.253 | -8,65 | 777 | -9,55 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 40.319 | -6,93 | 3.796 | -7,89 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 20.845 | -3,59 | 1.963 | -4,62 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 2.697 | -0,81 | 254 | -1,94 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 9.220 | 0,00 | 868 | -1,03 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 20.137 | -2,46 | 1.896 | -3,46 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 3.589 | 0,00 | 338 | -1,17 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 8.876 | -0,53 | 836 | -1,53 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 163 | 0,00 | 15 | 0,00 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 5.608 | -16,62 | 528 | -17,37 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 148 | 311,11 | 14 | 333,33 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 83.668 | 1,13 | 7.878 | 0,09 | ||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 26.906 | 2.588 | ||||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 2.518 | 237 | ||||||
| 2026-02-10 | 13F | Ade, Llc | 43.488 | -6,21 | 4.095 | -7,19 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 15.456 | 0,45 | 1.455 | -0,55 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 8.087 | 0,00 | 761 | -1,04 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 9.891 | 31,30 | 931 | 30,03 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 2.240 | 0 | ||||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 4.173 | -0,67 | 393 | -1,75 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 8.669 | 23,45 | 816 | 22,16 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 74.589 | 0,35 | 7.023 | -0,68 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 175.048 | 3,75 | 16.483 | 2,68 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.995.478 | -2,01 | 187.894 | 97.254,40 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.782 | 6,32 | 168 | 5,03 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 5.692 | 73,96 | 536 | 72,03 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 5.177 | 0,00 | 487 | -1,02 | ||||
| 2026-02-04 | 13F | Empire Life Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Warner Financial, Inc | 5.501 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.537 | -9,21 | 427 | -10,11 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 230 | 22 | ||||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 5.262 | 495 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.051 | 193 | ||||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 290.000 | 145,76 | 27.306 | 143,24 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 2.482 | 0,00 | 234 | -1,27 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.197 | -1,80 | 113 | -2,61 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 14.879 | -4,17 | 1.401 | -4,50 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.408 | 227 | ||||||
| 2026-02-18 | 13F | Braeburn Wealth Management LLC | 19.784 | 1.863 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 23.671 | 0,00 | 2.229 | -1,07 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 18.693 | 2,11 | 1.760 | 1,09 | ||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 16.423 | -4,98 | 1.546 | -5,96 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 6.671 | -10,28 | 628 | -11,17 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 5.807 | 547 | ||||||
| 2025-11-19 | 13F/A | Aspire Private Capital, LLC | 2.794 | 6,72 | 266 | 8,16 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 164.073 | 15.449 | ||||||
| 2026-01-20 | 13F | American National Bank | 821 | 0,00 | 77 | -1,28 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 7.843 | -94,68 | 738 | -94,74 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 34.813 | 4,71 | 3.278 | 3,64 |
