Grundlæggende statistik
| Institutionelle ejere | 1679 total, 1676 long only, 0 short only, 3 long/short - change of 4,60% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5775 % - change of 3,56% MRQ |
| Institutionelle aktier (lange) | 87.416.241 (ex 13D/G) - change of 2,01MM shares 2,35% MRQ |
| Institutionel værdi (lang) | $ 17.375.248 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) har 1679 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 87,416,241 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Assetmark, Inc, Morgan Stanley, Betterment LLC, Wells Fargo & Company/mn, Aspiriant, Llc, Sei Investments Co, LPL Financial LLC, UBS Group AG, and Envestnet Asset Management Inc .
Vanguard Index Funds - Vanguard Small-Cap Value ETF (ARCA:VBR) 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 230,89 / share. Previously, on April 28, 2025, the share price was 179,91 / share. This represents an increase of 28,34% 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | Trust Co of the South | 12.427 | 0,20 | 2.700 | 2,78 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 19.636 | 4,50 | 4.159 | 6,02 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 391 | 83 | ||||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 873 | 0,00 | 185 | 1,10 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 3.722 | -0,67 | 788 | 0,77 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 1.955 | 0,98 | 425 | 3,41 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 6.178 | 0,46 | 1.342 | 3,07 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 971 | 0,00 | 206 | 1,49 | ||||
| 2026-04-20 | 13F | 25 Llc | 131.383 | -1,00 | 28.543 | 1,55 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 500 | 0,00 | 106 | 0,96 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 1.085 | 236 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 867 | 0,12 | 184 | 1,67 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.781 | 4,27 | 387 | 14,20 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 2.397 | 0,00 | 508 | 1,40 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 9.990 | 0,53 | 2.170 | 3,14 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 4.272 | 905 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 2.256 | 0,27 | 478 | 1,71 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 18.670 | 11,61 | 4.056 | 14,51 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 635 | 0,00 | 138 | 2,24 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 16.684 | 4,53 | 3.625 | 7,22 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 5.514 | 23,44 | 1.168 | 25,21 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 34.194 | 115,80 | 7.242 | 118,96 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 183 | 39 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 3.620 | -18,25 | 786 | -16,12 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 45.950 | 4,89 | 9.732 | 6,43 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 30.456 | 20,10 | 6.450 | 21,88 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 4.039 | -0,35 | 855 | 1,18 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.186 | 1,44 | 475 | 3,95 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 9.654 | 5,15 | 2.045 | 6,68 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 5.736 | 0,00 | 1.215 | 1,42 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 197.999 | -44,92 | 41.934 | -44,11 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 5.900 | 110,71 | 1.250 | 113,87 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 18.900 | 46,51 | 4.003 | 48,66 | |||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 1.323 | 0,00 | 287 | 2,50 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 2.661 | 564 | ||||||
| 2026-01-26 | 13F | BTS Asset Management, Inc. | 1.082 | 229 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 45 | 0,00 | 10 | 0,00 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 502 | 0,00 | 109 | 2,83 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 5.766 | -7,71 | 1.221 | -6,37 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 84.951 | -1,47 | 17.992 | -0,02 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.138 | 0,35 | 247 | 3,35 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 11.271 | -21,27 | 2.387 | -20,14 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 366.780 | -0,21 | 77.680 | 1,26 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 3.011 | 25,56 | 638 | 27,40 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.458 | 0,55 | 317 | 2,93 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 6.695 | 1.418 | ||||||
| 2026-01-13 | 13F | Argentarii, LLC | 1.742 | -13,93 | 369 | -12,80 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 6.301 | -4,02 | 1.335 | -2,63 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 12.287 | 0,06 | 2.602 | 1,56 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 323 | 0,00 | 68 | 1,49 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 3.036 | -15,99 | 660 | -13,86 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 1.319 | 14,60 | 279 | 16,25 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 1.383 | 0,07 | 293 | 1,39 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 22.630 | -1,33 | 4.793 | 0,13 | ||||
| 2026-02-13 | 13F | Boston Partners | 3.585 | 6,98 | 759 | 8,12 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 828 | -29,71 | 175 | -28,57 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.905 | 0,00 | 615 | 1,49 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 499 | 106 | ||||||
| 2026-04-06 | 13F | CX Institutional | 29.599 | -40,64 | 6 | -40,00 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 400 | 85 | ||||||
| 2026-04-23 | 13F | Seek First Inc. | 24.080 | 10,90 | 5.231 | 13,77 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 12.929 | 4,38 | 2.738 | 5,92 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 245 | 0,00 | 52 | 0,00 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 1.909 | 0,37 | 433 | 8,52 | ||||
| 2026-04-21 | 13F | Maseco Llp | 936 | -3,21 | 203 | -0,49 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 2.905 | 45,69 | 615 | 47,84 | ||||
| 2026-01-23 | 13F | Avion Wealth | 95.662 | 1,73 | 20 | 5,26 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 38.107 | 8.071 | ||||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 3 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | United Bank | 1.000 | 0,00 | 212 | 1,44 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1.232 | 0,57 | 268 | 3,09 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 124.542 | 0,21 | 26.377 | 1,69 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 319.068 | 1,48 | 67.575 | 2,98 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 51 | 11 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 4.290 | -4,24 | 909 | -2,78 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 3.180 | -0,75 | 673 | 0,75 | ||||
| 2025-11-17 | 13F | Pin Oak Investment Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 1.827 | 25,05 | 387 | 26,97 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 5.277 | 0,00 | 1.147 | 2,60 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 8.527 | 48,32 | 1.913 | 60,35 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 54.431 | 0,67 | 11.825 | 3,27 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 3.243 | 0,00 | 705 | 2,62 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 19.886 | 1,31 | 4.212 | 2,81 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 451 | 98 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1.835 | -10,84 | 399 | -8,51 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 2.249 | -3,39 | 489 | -1,01 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 19.703 | 1,20 | 4.173 | 2,71 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 1.073 | 0,00 | 227 | 1,79 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 198 | 1,02 | 42 | 2,50 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 46.055 | -0,60 | 9.754 | 7,95 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.366 | 0,00 | 289 | 1,40 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.049 | -0,72 | 646 | 0,78 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.583 | 5,67 | 996 | 8,39 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 4.077 | 886 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.844 | 0,00 | 401 | 2,56 | ||||
| 2026-04-08 | 13F | Exchange Bank | 2.293 | 4,27 | 498 | 7,10 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 228 | -31,94 | 48 | -31,43 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 15 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.050 | -4,37 | 228 | -1,72 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 844 | 770,10 | 183 | 815,00 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 10.225 | -2,04 | 2.221 | 0,50 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 7.466 | 0,00 | 1.622 | 2,53 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 18.650 | -20,55 | 3.950 | -19,39 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 18.725 | 3,09 | 4.068 | 5,77 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 7.823 | 0,72 | 1.700 | 3,35 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.415 | 0,00 | 307 | 2,68 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 3.650 | 0,00 | 773 | 1,58 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 947 | 201 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 8.293 | 20,24 | 1.756 | 22,03 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 139 | 0,72 | 29 | 3,57 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 939 | -4,38 | 204 | -1,93 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 5.227 | 29,38 | 1.136 | 32,75 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 382.480 | 0,00 | 83.094 | 2,58 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 799 | 6,96 | 169 | 9,03 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 2.977 | 674 | ||||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 29.299 | -4,38 | 4.715 | -4,28 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 34.197 | -0,11 | 7.429 | 2,47 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 2.143 | 454 | ||||||
| 2026-04-15 | 13F | Planning Directions Inc | 6.139 | -6,56 | 1.334 | -4,17 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 15.161 | 3,63 | 3.211 | 5,14 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6.451 | -10,13 | 1.402 | -7,83 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 13 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 204 | 0,00 | 44 | 2,33 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 318 | -0,31 | 67 | 1,52 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.543 | 22,97 | 1.639 | 26,10 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 342.596 | 6,19 | 71.984 | 6,87 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 950 | -3,46 | 206 | -0,96 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 61 | 13 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 157.913 | 58,71 | 33.444 | 61,05 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.808 | 0,43 | 610 | 3,04 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 1.700 | 0,00 | 369 | 2,50 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 20.162 | 0,22 | 4.270 | 1,72 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 70 | 15 | ||||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 160.599 | 271,16 | 34.013 | 322,00 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 5.064 | 1.073 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2.024 | 440 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18.333 | -0,21 | 4.185 | 1,50 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 5.485 | -0,38 | 1.192 | 2,14 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 7.016 | 1.486 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 1.884 | 2,00 | 399 | 3,38 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 3.097 | 35,36 | 656 | 37,32 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 8.453 | 1.790 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 7.592 | 1.763 | ||||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 3.503 | 0,00 | 761 | 2,70 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17.928 | -0,28 | 3.895 | 2,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 51.014 | 2,64 | 10.804 | 4,16 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 748.345 | 2,90 | 158.492 | 4,42 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 1.808 | -0,66 | 377 | 6,50 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 4.126 | 15,80 | 896 | 18,83 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4.086 | -8,47 | 888 | -6,14 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 57.018 | -3,39 | 12.076 | -1,96 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 1.580 | 0,00 | 335 | 0,91 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 267.844 | -0,21 | 56.727 | 1,27 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 1.564 | 331 | ||||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 4.633 | -3,14 | 981 | -1,70 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 33.443 | -8,84 | 7.083 | -7,50 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.126 | 13,34 | 662 | 15,13 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 54 | -56,45 | 11 | -56,00 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 63.473 | 47,33 | 13.443 | 49,51 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 756 | 0,00 | 160 | 1,91 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 7.708 | -1,24 | 1.675 | 1,27 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4.393 | -4,02 | 993 | 2,48 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 24.829 | 37,35 | 5.259 | 39,40 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 2.871 | 0,49 | 608 | 2,01 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 1.729 | 0,93 | 366 | 2,52 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 20.754 | -9,91 | 4.509 | -7,60 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.248 | -11,80 | 0 | |||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.145 | 0,00 | 491 | 11,34 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 4.300 | -41,89 | 911 | -41,06 | |||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 375 | 0,00 | 79 | 1,28 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 1.400 | -36,36 | 297 | -35,51 | |||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 81.435 | 1,10 | 16.996 | 8,20 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 303 | -76,55 | 64 | -76,21 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 38.020 | -4,91 | 8.052 | -3,51 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 328 | 71 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 17.752 | 0,32 | 3.857 | 2,91 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 13.530 | -9,49 | 2.865 | -8,14 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.474 | 9,59 | 312 | 11,43 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 3.959 | 4,85 | 839 | 6,35 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.031 | 2,11 | 430 | 3,61 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 7.517 | 1,88 | 1.633 | 4,48 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 9.071 | 0,00 | 1.971 | 2,55 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 36.143 | -0,08 | 7.952 | 4,11 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6.173 | 16,98 | 1.307 | 18,71 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 30.698 | 2,78 | 6.669 | 5,44 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 19 | 0,00 | 4 | 33,33 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1.181 | 0,00 | 257 | 2,40 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 844 | 0,00 | 179 | 1,14 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 1.696 | 0,00 | 368 | 2,51 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 26.956 | -9,18 | 5.709 | -7,85 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 1.188 | -6,46 | 258 | -3,73 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 15 | -94,21 | 3 | -94,44 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.148 | -1,72 | 1.553 | 0,78 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.201 | 0,08 | 254 | 1,60 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 168.373 | 9,57 | 35.660 | 11,18 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 1.123 | 0 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6.475 | 0,76 | 1.407 | 3,38 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 75.599 | 0,34 | 16.424 | 2,93 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.945 | 0,00 | 423 | 2,68 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 3.126 | 0,94 | 662 | 2,00 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 34.743 | 9,11 | 7.358 | 10,73 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 1.147 | -27,82 | 243 | -26,89 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 200 | 263,64 | 42 | 281,82 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 56.113 | 2,80 | 12.191 | 5,45 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 61 | 13 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 8.178 | 23,01 | 1.732 | 24,87 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 2.310 | 6,75 | 494 | 9,78 | ||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 2.550 | -0,66 | 592 | 9,02 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 51.444 | -11,82 | 10.895 | -10,52 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 3.776 | 0,00 | 820 | 2,63 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 3.651 | 0,03 | 773 | 1,58 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 26.327 | -0,11 | 5.720 | 2,45 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 25.558 | 0,00 | 5.413 | 1,44 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 8.941 | 5,92 | 1.894 | 7,50 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 79.186 | 3,02 | 17.203 | 5,68 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.641 | 27,12 | 1.008 | 30,40 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 4.269 | -91,46 | 928 | -91,24 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 1.996 | 0,10 | 423 | 1,44 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 4.296 | 910 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 8.157 | 4,85 | 1.728 | 6,41 | ||||
| 2025-11-10 | 13F | Ellerson Group Inc /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 6.201 | -21,98 | 1.313 | -20,81 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 349.503 | 0,00 | 74.021 | 1,48 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 341 | 0,00 | 72 | 1,41 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.334 | 0,00 | 494 | 1,44 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 31.191 | -19,54 | 6.776 | -17,47 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 2.514 | 0,00 | 574 | 7,71 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 761 | 161 | ||||||
| 2026-02-12 | 13F | Xxi Wealth, Llc | 1.280 | 271 | ||||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 50 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 6.378 | 3,30 | 1.351 | 4,81 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 21.491 | 67,90 | 4.552 | 70,39 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.938 | -2,62 | 638 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 290 | 437,04 | 61 | 454,55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.675 | 4,78 | 2.319 | 7,51 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 298 | 0,00 | 65 | 1,59 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 1.825 | -0,49 | 381 | 6,44 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.961 | -23,98 | 1.051 | -22,91 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 609.009 | -31,22 | 129.168 | -30,17 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 8.483 | 0,00 | 1.797 | 1,47 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 69.276 | 3,90 | 15 | 7,69 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 24.243 | -0,36 | 5.267 | 2,19 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.968 | 0,42 | 20.414 | 3,01 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1.791 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.923 | -29,94 | 619 | -29,10 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.479 | -7,15 | 538 | -4,78 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 50.637 | 7,91 | 11.012 | 10,76 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 32.435 | -29,63 | 6.869 | -28,59 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 4.326 | 0,00 | 940 | 2,51 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 39.278 | -1,22 | 8.319 | 0,24 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 101.570 | -14,47 | 22.066 | -12,26 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.023 | 2,23 | 1.960 | 4,87 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 27 | 3,85 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 324.522 | -28,69 | 70.934 | -29,15 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 1.841 | 0,00 | 400 | 2,57 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 2.416 | 0,00 | 512 | 1,39 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 5.754 | -4,99 | 1.219 | -3,56 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 186.794 | 0,21 | 40.581 | 2,79 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 17 | 0,00 | 4 | 0,00 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 11.113 | 4,04 | 2.326 | 11,40 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 41.576 | -1,23 | 8.805 | 0,23 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 16.000 | -4,46 | 3.476 | -1,97 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 3.097 | -21,81 | 656 | -20,58 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.256 | 5,47 | 490 | 8,17 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 114 | 0,00 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 17.099 | -4,75 | 3.715 | -2,29 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 17.160 | 0,00 | 3.634 | 1,48 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.292 | -10,95 | 933 | -8,63 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.985 | 10,96 | 431 | 14,02 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 2.244 | -8,11 | 488 | -5,80 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.413 | -12,29 | 307 | -10,26 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 16.609 | 2,56 | 3.518 | 5,20 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 131.510 | 12,92 | 27.853 | 14,58 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 111 | 24 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 5.862 | -94,61 | 1.241 | -94,53 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2.040 | -1,50 | 443 | 1,14 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.778 | -37,15 | 377 | -36,27 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 1.348 | 0,00 | 293 | 2,46 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 1.706 | 0,00 | 371 | 2,49 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 15.439 | -3,28 | 3.354 | -0,77 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 425 | -4,28 | 89 | 2,33 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 36.165 | -1,58 | 7.857 | 0,95 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 1.788 | 0,00 | 388 | 2,65 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 12 | 0,00 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 10.642 | -2,55 | 2.312 | 0,00 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3.495 | -0,03 | 740 | 1,51 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 12.187 | -17,47 | 2.581 | -16,26 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.416 | 115,38 | 742 | 121,19 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 94 | 154,05 | 20 | 185,71 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 6.393 | -0,87 | 1.354 | 0,52 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 2.833 | 2,64 | 600 | 4,17 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 2.650 | -35,11 | 561 | -34,15 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 341 | -16,22 | 74 | -13,95 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 20.362 | 6,33 | 4.424 | 9,08 | ||||
| 2025-11-14 | 13F | KKM Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 15.457 | 8,24 | 3.358 | 11,01 | ||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 10.855 | 2.265 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 196.321 | 1,06 | 41.579 | 2,56 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.120 | 0,00 | 449 | 1,36 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 820 | 0,00 | 174 | 1,17 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 29.026 | 11,99 | 6.147 | 13,64 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 26.762 | -0,56 | 5.668 | 0,89 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10.828 | -4,01 | 2.359 | -1,46 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 45.800 | -1,81 | 9.700 | -0,35 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 50 | 0,00 | 11 | 0,00 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.588 | -36,35 | 336 | -35,38 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 50 | 11 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.337 | 918 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.854 | -1,42 | 620 | 1,14 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 4.088 | -0,17 | 888 | 2,42 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6.226 | -0,88 | 1.319 | 0,15 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 4.826 | 0,02 | 1.049 | 2,64 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 74.677 | -7,83 | 15.816 | -6,48 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 1.148 | -9,03 | 243 | -7,60 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 965 | 204 | ||||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 11.462 | -0,02 | 2.427 | 1,46 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 73 | 0,00 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 4.600 | -0,71 | 974 | 0,83 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.378 | -6,43 | 716 | -5,42 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 1.583 | 0,00 | 335 | 1,52 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 639 | -48,38 | 139 | -47,33 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 5.164 | 1.094 | ||||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 100 | 0,00 | 21 | 5,00 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Keystone Financial Group | 1.553 | 6,52 | 329 | 7,89 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 8.630 | -1,90 | 1.828 | -0,92 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 1.259 | -0,40 | 267 | 1,14 | ||||
| 2026-02-14 | 13F | American Trust | 2.900 | 3,79 | 614 | 5,32 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 2.398 | 0,08 | 1 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 17.697 | 4,28 | 3.845 | 128.066,67 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 2.022 | 0,00 | 439 | 2,57 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 9.124 | -0,44 | 1.932 | 1,05 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 5.291 | 1,36 | 1.120 | 2,85 | ||||
| 2025-11-13 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 5.775 | -1,60 | 1.223 | -0,16 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 4.880 | 0,00 | 1.034 | 1,47 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 49.232 | -2,97 | 10.696 | -0,47 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 84 | 18 | ||||||
| 2025-11-06 | 13F | Plan A Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | River Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8.731 | 3,40 | 1.897 | 6,04 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 4.901 | 0,06 | 1.103 | 9,22 | ||||
| 2025-10-29 | 13F | Smithbridge Asset Management Inc/de | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 92.191 | 11,26 | 19.530 | 12,96 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 10.151 | -1,01 | 2.205 | 1,57 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 10.797 | 0,00 | 2.287 | 1,46 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.518 | 76,87 | 764 | 81,47 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.104 | -0,68 | 869 | 0,81 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oath Planning, LLC | 37.690 | 7.982 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 3.538 | -0,53 | 749 | 0,94 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 811 | 0,00 | 176 | 2,92 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 6.064 | 1,76 | 1.284 | 3,30 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 32.961 | 0,00 | 7.051 | 2,50 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 52.268 | 2,40 | 11.070 | 3,45 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4.208 | 0,14 | 891 | 1,71 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 2.099 | -17,07 | 456 | -14,93 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 1.405 | 20,60 | 326 | 34,16 | ||||
| 2025-11-12 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6.419 | -79,41 | 1.394 | -78,88 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 4.382 | 0,00 | 928 | 1,53 | ||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 2.009 | -21,77 | 425 | 15,49 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 12 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 4.543 | -20,20 | 1.014 | -14,73 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 15.718 | 5,48 | 3.329 | 7,01 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.982 | 0,00 | 1 | |||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 320 | 0,95 | 68 | 1,52 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.286 | -1,86 | 1.120 | -0,44 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 38.381 | 0,54 | 8.338 | 3,14 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 30.653 | 3,61 | 6.659 | 6,29 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 486.145 | 0,51 | 102.960 | 2,00 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3.049 | -7,30 | 646 | -5,98 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1.366 | 16,65 | 297 | 19,35 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 7.080 | -4,03 | 1.499 | -2,60 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 36.275 | 141,54 | 7.683 | 145,12 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.657 | -20,29 | 775 | -19,12 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 25.919 | -3,91 | 5.489 | -2,50 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.316 | -9,43 | 279 | -3,47 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1.315 | 0,00 | 286 | 2,52 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8.850 | -3,80 | 1.923 | -1,33 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 13.583 | -1,98 | 2.951 | 0,55 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 306 | 0,00 | 66 | 3,13 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 3.087 | 103,90 | 1 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 23.085 | 2,52 | 4.889 | 4,04 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 10.203 | -1,91 | 2.217 | 0,59 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 46.643 | 0,81 | 9.879 | 2,30 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 9.768 | 6,63 | 2.122 | 9,38 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.501 | 12,10 | 318 | 13,62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 44.528 | 281,99 | 9.431 | 287,59 | ||||
| 2026-01-29 | 13F | Matisse Capital | 10.652 | 0,00 | 2.256 | 1,44 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.726 | 0,29 | 356 | 6,27 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 32.256 | -0,56 | 7.008 | 2,01 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 34 | -93,45 | 7 | -93,58 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.091 | 0,00 | 231 | 1,76 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 6.830 | -4,11 | 1.447 | -2,69 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 694 | 0,00 | 151 | 2,74 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 50 | 0,00 | 11 | 0,00 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 13.607 | 0,00 | 2.882 | 1,48 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 1.252 | 0,00 | 265 | 1,53 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43.750 | 303,04 | 9.266 | 309,05 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 1.482 | 0,00 | 344 | 4,56 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 30.931 | 21,12 | 6.551 | 22,91 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 2.749 | -2,31 | 582 | -0,85 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.480 | 59,65 | 333 | 72,92 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19.868 | 38,00 | 4.315 | 41,52 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 2.335 | 0,56 | 507 | 3,26 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 2.155 | 0,37 | 456 | 1,79 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 73.363 | 68,20 | 15.538 | 70,68 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5.876 | -2,73 | 1.282 | 0,16 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.658 | 0,00 | 563 | 1,44 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 3.612 | -41,22 | 765 | -40,41 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 3.627 | 0,00 | 768 | 1,59 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.476 | 0,08 | 524 | 1,55 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 1.123 | -0,09 | 244 | 2,95 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 1.447 | -2,03 | 306 | -0,65 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 147.636 | 2,27 | 31.268 | 3,78 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 1.060 | 224 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 135 | 0 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 2.800 | 11,51 | 593 | 13,17 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 67.650 | -0,29 | 14.328 | 1,18 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.219 | 60,18 | 258 | 63,29 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 1.027 | 218 | ||||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 57.493 | -0,51 | 12.176 | 0,95 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 561 | -5,87 | 122 | -3,97 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 2.022 | 0,00 | 428 | 1,42 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 400 | 0,00 | 87 | 2,38 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 16.975 | -2,91 | 3.595 | -1,45 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 4.478 | -5,23 | 973 | -2,80 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 1.203 | 0,00 | 261 | 2,76 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 25 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 285.194 | 1,32 | 60.401 | 2,81 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5.990 | -0,27 | 1.301 | 2,28 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 6.434 | 3,31 | 1.363 | 4,85 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 1.055 | -62,79 | 229 | -61,83 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 713.304 | -1,84 | 151.057 | -0,42 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 2.997 | 4,39 | 635 | 5,84 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.039 | 0,00 | 226 | 2,27 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 6.250 | -1,45 | 1.324 | 0,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.588 | 2,75 | 972 | 4,30 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 5.789 | -8,31 | 1.226 | -6,91 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 149.918 | 0,83 | 31.751 | 2,32 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.135 | 2,71 | 237 | 9,77 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 2.262 | -61,43 | 479 | -61,03 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 12.952 | 0,94 | 2.743 | 2,43 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 1.463 | 310 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 1.117 | 2,95 | 237 | 4,42 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 4.817 | 0,82 | 1.020 | 2,31 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 3.064 | 649 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 3.101 | -21,73 | 657 | -20,56 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 24 | 84,62 | 5 | 150,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 4.668 | -12,34 | 989 | -11,07 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 2.330 | 0,17 | 506 | 2,85 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 46.818 | 3,95 | 10.171 | 6,64 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 35.980 | 2,95 | 7.620 | 4,48 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.906 | -6,25 | 404 | -4,95 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 4.256 | -6,48 | 901 | -5,56 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 19 | 0,00 | 4 | 0,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 4.518 | 42,70 | 957 | 44,85 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 571 | 10,44 | 121 | 13,08 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 1.064 | -2,92 | 225 | -1,32 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 4.491 | -13,83 | 976 | -11,60 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.969 | 862 | ||||||
| 2026-04-24 | 13F | Bayban | 1.150 | 0,00 | 250 | 2,47 | ||||
| 2026-02-02 | 13F | Balentine LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 931 | 202 | ||||||
| 2026-02-12 | 13F | Mosley Wealth Management | 1.934 | 406 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 10.241 | 9,32 | 2.169 | 10,95 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 3.409 | 34,48 | 741 | 38,06 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 4.657 | 0,30 | 1.012 | 2,85 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 13.174 | -12,51 | 2.790 | -11,20 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 239.847 | 0,26 | 51 | 2,04 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 7.975 | 1.689 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.233 | 0,08 | 268 | 2,69 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 1.029 | -96,04 | 224 | -95,95 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 37.063 | 3,35 | 7.850 | 4,88 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2.058 | 0,98 | 447 | 3,71 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 12.725 | -6,28 | 2.695 | -4,87 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 439 | 0,46 | 93 | 2,20 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1.715 | 14,03 | 373 | 16,98 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 817 | 0,00 | 177 | 2,31 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.318 | -27,62 | 286 | -25,71 | ||||
| 2025-11-07 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 2.418 | -2,34 | 525 | 0,19 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.621 | -14,10 | 343 | -12,94 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 78 | 0,00 | 17 | 0,00 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 423 | 0,00 | 90 | 1,14 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 8.780 | -3,95 | 1.860 | -2,52 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.013 | -1,20 | 3.603 | 0,28 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Columbia Asset Management | 1.573 | 0,00 | 342 | 2,40 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.505 | -0,33 | 327 | 2,51 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 2.660 | 0,00 | 563 | 1,44 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 3.921 | 0,54 | 852 | -5,86 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 962 | 204 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 1.237 | 0,00 | 269 | 2,68 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.133.246 | 5,82 | 240.010 | 7,38 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 1.060 | -32,05 | 224 | -31,08 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 1.625 | 0,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.828 | -4,75 | 614 | -2,23 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 36.222 | 1,43 | 7.869 | 4,05 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.094 | 0,00 | 646 | 6,97 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 149 | -59,62 | 32 | -59,74 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.390 | -7,33 | 302 | -5,05 | ||||
| 2026-04-16 | 13F | Westhampton Capital, LLC | 3.729 | 0,30 | 810 | 2,92 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.917 | 78,66 | 406 | 82,06 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 1.096 | 232 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 1.094 | -7,76 | 238 | -5,58 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 10.937 | 241,04 | 1.936 | 209,60 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.027 | 8,74 | 440 | 11,68 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 15.000 | 0,00 | 3.131 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45.832 | -5,22 | 9.957 | -2,76 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 164 | 0,00 | 35 | 0,00 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.153 | 250 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 133.619 | 2,35 | 28.299 | 4,32 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 34.977 | 0,41 | 7.599 | 3,00 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.308 | 0,00 | 273 | 6,67 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 12.236 | 8,23 | 2.658 | 11,03 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1.224 | -0,89 | 259 | 0,78 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 562 | 0,00 | 119 | 1,71 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 2.467 | 0,24 | 536 | 2,69 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.655 | 0,00 | 360 | 2,57 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 4.389 | 0,02 | 954 | 2,58 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 5.700 | 1.186 | |||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 1.167 | 269 | ||||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 211 | 0,00 | 43 | 0,00 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 2.537 | 0,83 | 573 | 8,95 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 2.289 | 7,72 | 485 | 9,26 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Agf Management Ltd | 30.200 | -0,36 | 6.396 | 1,11 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 2.516 | 0,12 | 533 | 1,53 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 5.633 | -4,83 | 1.193 | -3,40 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 79 | 17 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 125.279 | -4,88 | 24.697 | -10,16 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 58.605 | 0,35 | 12.412 | 1,83 | ||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | 5.278 | 1,50 | 1.118 | 3,04 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 21.491 | -5,84 | 4.669 | -3,41 | ||||
| 2026-01-27 | 13F | PFG Advisors | 26.265 | -6,85 | 5.563 | -5,49 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 17.133 | 8,31 | 3.576 | 15,92 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 230 | 0,00 | 49 | 0,00 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 1.847 | -1,55 | 391 | 0,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 30.847 | -1,18 | 6.923 | 6,20 | ||||
| 2026-02-03 | 13F | Grange Capital, LLC | 5.169 | -3,44 | 1.095 | -2,06 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37.568 | 0,25 | 8.162 | 2,84 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 48.175 | 7,05 | 10.466 | 9,81 | ||||
| 2026-04-20 | 13F | City State Bank | 8.183 | 0,00 | 1.778 | 2,54 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 97 | 0,00 | 21 | 0,00 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 1.990 | 0,00 | 421 | 1,45 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45.874 | 17,42 | 9.966 | 20,46 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 53 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2.444 | -7,11 | 518 | -5,83 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 281.708 | -6,06 | 59.663 | -4,67 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 17.188 | -22,48 | 3.640 | -21,33 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 1.490 | 0,27 | 324 | -4,15 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 36.325 | 8.431 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 1.554 | 0,58 | 338 | 3,06 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 83 | 0,00 | 17 | 6,25 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 3.116 | 0,68 | 660 | 2,17 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 1.181 | 0,00 | 250 | 1,63 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 8.701 | -4,37 | 1.941 | 2,21 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 46.437 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 10.377 | -0,19 | 2.254 | 2,41 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 40 | 8 | ||||||
| 2026-01-27 | 13F | Revisor Wealth Management LLC | 5.529 | -1,65 | 1.253 | 7,38 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.486 | -8,61 | 323 | -6,40 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 17.497 | 6,37 | 3.706 | 7,92 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 1.430 | 0,14 | 325 | 9,83 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Ipsen Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 357 | 78 | ||||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 2.085 | 442 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 2.066 | -1,01 | 449 | 1,36 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 1.784 | 378 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.772 | -0,17 | 1.041 | 2,77 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 27.378 | 12,30 | 5.948 | 15,18 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 1.189 | 0,00 | 258 | 2,79 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 1.827 | 6,72 | 387 | 8,12 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 504 | -7,35 | 107 | -6,19 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 123 | 0,00 | 26 | 4,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 14.935 | -0,24 | 3.163 | 1,25 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 3.723 | 4,40 | 788 | 5,91 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.357 | -20,60 | 283 | -15,02 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.765 | 0,00 | 586 | 1,39 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 1.963 | 0,00 | 416 | 1,47 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 10.219 | -2,93 | 2.164 | -1,50 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 62.314 | -6,20 | 13.198 | -4,81 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 11.048 | 1,76 | 2.340 | 3,22 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.975 | 24,42 | 646 | 27,67 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6.895 | 1.498 | ||||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 135.704 | 1,71 | 28.741 | 3,21 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 10.032 | 0,00 | 2.125 | 1,48 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 4.270 | 0,14 | 904 | 1,69 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 3.185 | -4,50 | 727 | 4,45 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3.595 | 0,84 | 781 | 3,44 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 1.900 | 0,00 | 413 | 2,49 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 22.208 | 0,00 | 4.703 | 1,49 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 177 | 0,00 | 37 | 0,00 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 2.577 | -2,61 | 546 | -1,27 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 7.413 | 0,42 | 1.610 | 3,01 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 1.624 | 17,43 | 353 | 20,55 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 20.944 | 9,43 | 4.436 | 11,04 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 5.505 | 0,00 | 1.166 | 1,48 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 910 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 8.408 | 0,00 | 1.781 | 1,48 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 471.283 | 2,38 | 99.825 | 3,92 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 338 | -18,94 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.710.386 | -3,73 | 362.243 | -2,31 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 5.172 | -0,61 | 1.124 | 1,91 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 1.108 | 0,00 | 235 | 1,30 | ||||
| 2026-02-17 | 13F | Obsido Oy | 24.393 | 4,51 | 5.166 | 6,06 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 157.323 | 6,84 | 34.178 | 9,59 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 194 | 0,00 | 41 | 2,50 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 85.317 | 0,19 | 18.536 | 2,77 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.624 | 24,28 | 2 | 100,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.140 | 0,10 | 682 | 2,71 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 4.248 | 0,47 | 923 | 1,88 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 1.768 | 0,97 | 374 | 2,47 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 58.169 | -0,79 | 12.637 | 1,77 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 1.817 | 385 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 347.369 | -3,09 | 73.569 | -1,66 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 171 | 37 | ||||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.975 | 8,52 | 1.298 | 11,23 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 13.513 | -0,61 | 2.862 | 0,85 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 3.614 | -7,59 | 785 | -5,19 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 37.138 | -1,31 | 8.068 | 1,24 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 301.566 | -0,33 | 63.869 | 1,14 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 20.739 | 2,39 | 4.392 | 3,90 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 8.658 | -30,50 | 1.881 | -28,73 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.404 | -52,95 | 316 | -52,42 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 3.324 | 711 | ||||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 520 | 3,59 | 110 | 4,76 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 60.086 | 0,77 | 12.726 | 2,23 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 600 | 0,00 | 130 | 2,36 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 11.744 | 3,54 | 2.551 | 6,20 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 845.509 | -6,73 | 179.070 | -5,66 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 1.697 | 7,68 | 369 | 10,51 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3.296 | 33,39 | 716 | 36,90 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 9.731 | -1,21 | 2.061 | 0,24 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 2.753 | -5,13 | 583 | -4,11 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31.769 | 12,96 | 6.902 | 15,87 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 12.761 | 17,81 | 2.772 | 20,84 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 4.925 | 0,00 | 1.070 | 2,49 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 12.811 | -0,91 | 2.713 | 0,56 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.145 | 249 | ||||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 60.083 | 2,54 | 12.725 | 4,06 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 800.045 | 1,80 | 171.154 | 3,89 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 3.009 | 0,00 | 654 | 2,51 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 5.539 | 1,06 | 1.173 | 2,53 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 56.595 | -16,51 | 12.295 | -14,35 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 593 | 0,00 | 129 | 2,40 | ||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 1.070 | 227 | ||||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.138 | 569,41 | 241 | 585,71 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9.723 | -7,65 | 2.112 | -5,25 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 565 | 0,00 | 120 | 0,85 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 44.814 | -0,57 | 9.353 | 6,42 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 20.565 | 2,54 | 4.468 | 5,18 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 37 | 0,00 | 8 | 14,29 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 602 | -46,06 | 127 | -45,26 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 3.749 | 0,03 | 815 | 2,65 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 20.002 | 9,34 | 4.345 | 12,16 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 28.979 | 0,62 | 6.296 | 3,21 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.029 | 0,49 | 224 | 3,24 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.009 | -1,76 | 436 | 0,69 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 1.302 | 0,08 | 283 | 2,55 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 30 | -25,00 | 6 | -14,29 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 143.982 | 4,65 | 30.494 | 6,19 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 2.208 | 480 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 1.591 | 1,73 | 0 | |||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 6.165 | 0,00 | 1.306 | 1,48 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.240 | 29,10 | 2.659 | 32,49 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 65.659 | -3,81 | 13.906 | -2,52 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 10.598 | 2.245 | ||||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 9.423 | 192,19 | 1.996 | 196,43 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 27.395 | -1,14 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 4.654 | -1,84 | 986 | -0,40 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 5.900 | 9,79 | 1.250 | 11,42 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 13.423 | -9,17 | 2.916 | -6,81 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 1.072 | 1.223,46 | 227 | 1.318,75 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3.738 | 9,33 | 812 | 12,15 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 4.364 | 0,90 | 948 | 3,61 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 9.002 | 0,61 | 1.907 | 2,09 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 11.154 | -17,48 | 2.362 | -16,27 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 3.037 | 7,31 | 643 | 8,98 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 11.919 | -3,59 | 2.524 | -2,59 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 62.582 | -4,59 | 13.254 | -3,22 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 3.243 | -2,61 | 687 | -1,29 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2.602 | 0,00 | 565 | 2,54 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 266.186 | 4,13 | 56.376 | 5,67 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 1.763 | -1,95 | 373 | -0,80 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42.722 | 6,88 | 9.281 | 9,64 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 32.574 | 2,63 | 6.899 | 4,12 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 15.074 | -24,05 | 3.193 | -22,94 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 6.084 | 721,05 | 1.289 | 736,36 | ||||
| 2026-02-12 | 13F/A | KDK Private Wealth Management, LLC | 1.517 | -1,88 | 321 | -0,31 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 8.462 | 0,17 | 1.792 | 1,64 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 28.038 | 3,21 | 6.091 | 5,88 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 2.700 | 0,00 | 572 | 1,42 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 4.024 | 18,08 | 852 | 19,83 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 75 | 0,00 | 16 | 6,67 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 1.780 | -4,76 | 377 | -3,59 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.384 | -10,77 | 293 | -9,29 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 38 | 8 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 12.892 | -2,58 | 2.730 | -1,12 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 308.069 | 3,58 | 65.246 | 4,64 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 193.127 | -8,11 | 40.902 | -6,75 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 822.944 | 1,72 | 174.291 | 3,22 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 18.055 | 0,00 | 3.824 | 1,46 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 65.814 | -0,08 | 13.972 | -0,84 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7.962 | 0,16 | 1.730 | 2,73 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 8.447 | 28,24 | 1.789 | 30,13 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 2.619 | 0,00 | 555 | 0,00 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 0 | -100,00 | 0 |
