Grundlæggende statistik
| Institutionelle ejere | 1683 total, 1680 long only, 0 short only, 3 long/short - change of 4,53% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5770 % - change of 5,15% MRQ |
| Institutionelle aktier (lange) | 87.477.600 (ex 13D/G) - change of 1,38MM shares 1,61% MRQ |
| Institutionel værdi (lang) | $ 17.394.853 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) har 1683 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 87,477,600 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 27, 2026 is 231,62 / share. Previously, on April 28, 2025, the share price was 179,91 / share. This represents an increase of 28,74% 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.
Opgrader
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| 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 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.905 | -5,63 | 2.152 | -3,20 | ||||
| 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 | ||||
| 2026-02-26 | 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 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 1.909 | -5,91 | 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 | ||||||
| 2026-02-13 | 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 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.702 | 1,33 | 1.456 | 4,00 | ||||
| 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 | ||||
| 2026-04-20 | 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 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 32.711 | 0,85 | 7.107 | -4,06 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 123.221 | -1,64 | 26.770 | 0,89 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 225 | 49 | ||||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 1.447 | 0,00 | 314 | 2,61 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 18 | 4 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.674 | -17,52 | 617 | -10,06 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15.152 | -13,25 | 3.292 | -11,03 | ||||
| 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 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 6.516 | -35,63 | 1 | -50,00 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.151 | -11,33 | 250 | -9,09 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.734 | 20,57 | 811 | 23,82 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 8.730 | -4,82 | 1.897 | -2,37 | ||||
| 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 | ||||
| 2026-04-22 | 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 | ||||
| 2026-04-24 | 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 | ||||
| 2026-02-17 | 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 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1.555 | 0,00 | 338 | 2,43 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 324.494 | 0,33 | 70.509 | 2,93 | ||||
| 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 | ||||
| 2026-04-22 | 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 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 248.140 | 9,21 | 53.909 | 12,02 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 2.106 | -0,52 | 457 | 2,01 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 1.263 | 59,87 | 274 | 153,70 | ||||
| 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 | ||||
| 2026-02-18 | 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 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.693 | 6,61 | 368 | 9,23 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 10.195 | -7,72 | 2.215 | -5,34 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 65.567 | 4,77 | 14.244 | 7,47 | ||||
| 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 | ||||||
| 2026-02-10 | 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 | ||||
| 2026-04-16 | 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 | ||||||
| 2026-04-21 | 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 | ||||||
| 2026-04-22 | 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-04-20 | 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 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -66,67 | 0 | |||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 34.669 | -4,56 | 8.088 | -4,07 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-07 | 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 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 3.688 | -3,71 | 801 | -1,23 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 10.948 | 59,08 | 2.378 | 63,21 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 12.510 | -50,64 | 2.718 | -48,19 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 175 | 38 | ||||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3.083 | 14,06 | 653 | 21,87 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 48 | 0,00 | 10 | 11,11 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 22.974 | -0,82 | 4.866 | 0,64 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 393 | -85,79 | 83 | -85,62 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 26 | 6 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.457 | 309 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 25.366 | -49,59 | 5.511 | -48,29 | ||||
| 2026-02-11 | 13F | CNB Bank | 63 | 0,00 | 13 | 0,00 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 100 | -34,64 | 21 | -32,26 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 567.985 | -7,71 | 120.293 | -6,35 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 15.999.348 | 3,63 | 3.388.502 | 5,16 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5.874 | -5,65 | 1.276 | -3,19 | ||||
| 2026-02-10 | 13F | Carnegie Lake Advisors LLC | 1.825 | 0,00 | 387 | 1,58 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.847 | 3,12 | 1.270 | 5,83 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 14 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 20.214 | 1,41 | 4.281 | 2,91 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 11.055 | -0,19 | 2.402 | 2,39 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Seeds Investor Llc | 10.940 | 0,86 | 2.317 | 2,34 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6.136 | 6,97 | 1.333 | 9,80 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 678 | 3.128,57 | 144 | 3.475,00 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 30.253 | 4,57 | 6.573 | 7,26 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 2.380 | 4,98 | 504 | 6,34 | ||||
| 2025-10-28 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 1.393 | -2,11 | 295 | -1,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 629.499 | -0,86 | 136.759 | 1,69 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 63 | 0,00 | 13 | 0,00 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 4.103 | 1,03 | 869 | 2,60 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 705 | 1.181,82 | 149 | 1.555,56 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.568 | -81,27 | 558 | -81,01 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.024 | 0,00 | 223 | 2,78 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 130.954 | -1,00 | 27.735 | 0,46 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 33.144 | -2,10 | 7.020 | -0,65 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 1.943 | 0,00 | 412 | 1,48 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 19.670 | -2,26 | 4.273 | 0,26 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 62.571 | 3,64 | 13.252 | 5,17 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 5.027 | 0,82 | 1.065 | 2,31 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 20.139 | -2,25 | 4.375 | 0,28 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.989 | -3,31 | 432 | -0,69 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 2.000 | 0,00 | 424 | 1,44 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 8.662 | -0,49 | 1.834 | 0,99 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 2.813 | 2,59 | 621 | 10,52 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 2.600 | 0,62 | 551 | 2,04 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.547 | 0,19 | 336 | 2,75 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 770 | 0,00 | 167 | 2,45 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 3.977 | 0,00 | 842 | 1,45 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 25.788 | 5,25 | 5.462 | 6,81 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 13.704 | 0,66 | 2.902 | 2,15 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.624 | -37,24 | 1.005 | -35,64 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.004 | -8,56 | 213 | -7,42 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 6.984 | 1,70 | 1.479 | 3,21 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 1.398 | 0,00 | 296 | 1,72 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.492 | -5,14 | 541 | -2,70 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 22.900 | 0,00 | 4.850 | 1,46 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 1.887 | 410 | ||||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.022 | 0,15 | 439 | 2,81 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 496.724 | 2,66 | 105.201 | 4,18 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 12.771 | -4,00 | 2.774 | -1,53 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 53 | 1,92 | 11 | 10,00 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 854 | 0,00 | 181 | 1,12 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2.013 | 0,55 | 437 | 3,31 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 2.345 | -2,29 | 497 | -0,80 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 72.320 | 5,04 | 15.317 | 6,59 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 17.327 | -7,04 | 3.888 | 0,10 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 3.234 | 16,21 | 702 | 19,19 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 16 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 330 | 0,92 | 70 | 1,47 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 1.703 | 0,41 | 370 | 2,79 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 53.832 | 0,89 | 11.401 | 2,38 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 24.520 | 0,00 | 5.327 | 2,56 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 30.976 | -2,06 | 6.560 | -0,61 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 893 | 203 | ||||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 31.248 | -0,34 | 6.618 | 1,13 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 84.411 | -0,79 | 17.877 | 0,68 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 137.682 | -2,70 | 29.911 | -0,19 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 24.187 | -0,14 | 5.123 | 1,33 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 1.754 | -7,20 | 371 | -5,84 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 1.420 | 0,21 | 308 | 2,67 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.347.287 | -18,83 | 285.342 | -17,63 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 1.107 | 2,79 | 235 | 4,46 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 52 | 73,33 | 11 | 83,33 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 176 | 37 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 404 | 86 | ||||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 1.773 | -2,90 | 376 | -1,57 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 118 | 0,00 | 25 | 0,00 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 8.833 | 4,82 | 1.871 | 6,37 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 107.872 | 4,30 | 23.435 | 6,99 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 1.850 | -33,02 | 392 | -32,12 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 969 | -0,72 | 211 | 1,94 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 2.685 | -1,76 | 569 | -0,35 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 2.942 | -5,00 | 639 | -2,59 | ||||
| 2026-02-10 | 13F | Performa Ltd (US), LLC | 87.613 | 13,05 | 18.556 | 14,71 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 4.421 | 0,00 | 961 | 2,56 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 5.062 | 2,82 | 1.100 | 5,47 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 5.363 | 1,02 | 1.136 | 2,44 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 492 | 6.928,57 | 110 | 5.350,00 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 3.018 | 0,00 | 656 | 2,50 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 28.016 | -1,72 | 5.933 | -0,72 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 1.900 | 0,00 | 402 | 1,01 | ||||
| 2026-02-09 | 13F | Royce & Associates Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 1.813 | 1,40 | 421 | 12,90 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5.111 | 0,00 | 1.083 | 1,50 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 939 | 204 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 6.000 | -93,76 | 1.271 | -93,67 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 4.112 | 0,02 | 893 | 2,64 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 50 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 2.962 | 0,47 | 1 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.873 | -1,07 | 841 | 1,45 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.666 | -4,28 | 796 | -3,05 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 938 | 161,28 | 204 | 167,11 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 26.918 | 1,65 | 5.701 | 3,17 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 61.834 | -11,21 | 13.096 | -9,90 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2.574 | -1,61 | 559 | 0,90 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 1.795 | 380 | ||||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 2.140 | 13,83 | 453 | 15,56 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 12.126 | 0,01 | 2.634 | 2,61 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.310 | 0,00 | 277 | 1,47 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 3.110 | -9,67 | 659 | -8,36 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 70.760 | 300,59 | 14.986 | 306,57 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 870 | -0,57 | 189 | 1,62 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.982 | -7,94 | 3.255 | -5,57 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1.662 | 361 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 37 | 8 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.106 | 0,45 | 234 | 2,18 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 20.306 | -12,92 | 4.411 | -10,67 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 506 | 0,00 | 107 | 1,90 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 77.508 | 23,14 | 16.416 | 24,95 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.653 | 23,91 | 350 | 25,90 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 4.426 | -7,91 | 937 | -6,58 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 1.950 | 413 | ||||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 995 | 0,00 | 211 | 1,45 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 7 | 0,00 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 4.382 | 0,00 | 952 | 2,48 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22.782 | -0,13 | 4.949 | 2,44 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2.957 | 137,89 | 1 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 13.648 | 1,94 | 2.965 | 4,59 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 46 | 35,29 | 10 | 28,57 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.469 | 68,93 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 991 | -0,10 | 210 | 1,46 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 2.345 | 1,52 | 497 | 2,90 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 4.527 | 0,27 | 959 | 1,70 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 355.427 | 0,09 | 7.025 | 2,35 | ||||
| 2026-01-23 | 13F | Burney Co/ | 2.099 | 89,78 | 444 | 93,04 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 47.325 | 3,18 | 10.281 | 5,85 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 6.895 | 0,00 | 1.498 | 2,53 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 3.850 | 109,92 | 815 | 113,35 | ||||
| 2026-02-24 | 13F | Investment Insight Wealth Management, LLC | 1.935 | 410 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 68.962 | -4,48 | 14.982 | -2,02 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11.436 | -0,93 | 2.484 | 1,64 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 9.990 | 0,88 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.125 | -0,71 | 244 | 2,09 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 958 | 0,00 | 208 | -2,35 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 10.418 | 2.206 | ||||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 15.924 | 0,00 | 3.373 | 1,47 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 1.635 | 23,77 | 355 | 27,24 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.651 | -14,63 | 344 | -15,06 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 986 | 0,92 | 209 | 2,46 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37.595 | 7.962 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 29.782 | 2,18 | 6.470 | 4,81 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 941 | -5,43 | 204 | -1,45 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.727 | 3,15 | 1.244 | 5,87 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 73.777 | 4,42 | 15.625 | 5,96 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 428 | 0,00 | 93 | 2,22 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 7.065 | -11,31 | 1.496 | -9,99 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 29.719 | 6,27 | 6.294 | 7,85 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 226.870 | -3,95 | 48.049 | -2,54 | ||||
| 2026-04-23 | 13F | Simmons Bank | 10.411 | -2,56 | 2.262 | -0,04 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 5.506 | -7,74 | 1.166 | -6,35 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 1.258 | 266 | ||||||
| 2026-02-09 | 13F | Glenview Trust Co | 2.686 | -14,62 | 569 | -13,41 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 8.845 | 1,64 | 1.922 | 4,29 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 86 | 1,18 | 19 | 0,00 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 13.500 | 0,00 | 2.859 | 1,49 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 21 | 75,00 | 5 | 100,00 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 5.799 | 1.228 | ||||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 1.079 | 0 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 100.092 | -19,84 | 21.745 | -17,77 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 4.809 | -5,82 | 1.018 | -4,41 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 34.982 | 0,18 | 7.409 | 1,65 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 230 | -3,36 | 50 | -2,00 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 180.173 | 4,38 | 38.159 | 5,92 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 7.841 | 2,51 | 1.703 | 5,19 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.483 | -67,82 | 338 | -66,93 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 3.723 | 0,84 | 789 | 2,34 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 82.391 | 6,78 | 17.899 | 9,53 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 49.517 | -10,03 | 10.487 | -8,71 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 20.176 | 3,21 | 4.273 | 4,76 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 14.029 | -0,07 | 3.048 | 2,49 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 31.207 | 1,00 | 6.609 | 2,50 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 483.233 | 0,14 | 102.344 | 1,62 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2.367 | 0,68 | 514 | 3,42 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 15.076 | 3.193 | ||||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 2.325 | 129,06 | 492 | 133,18 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 115 | 24 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.069 | -0,65 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1.107 | 0,27 | 241 | 3,00 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 3.815 | 0,79 | 829 | 3,37 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.398 | 0,00 | 1 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 72 | 14,29 | 16 | 15,38 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 706 | 0,00 | 152 | 3,40 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 5.097 | 0,00 | 1.079 | 1,03 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 5.589 | 0,00 | 1.214 | 2,62 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 6.092 | 1.290 | ||||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 2.211 | 0,00 | 468 | 1,08 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.022 | 2,61 | 640 | 4,23 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 5.559 | -4,55 | 1.177 | -3,13 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 930 | 202 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 1.000 | 0,00 | 212 | 1,44 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 147.425 | -3,57 | 31.223 | -2,14 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 4.051 | 17,86 | 880 | 21,05 | ||||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 8.441 | -0,08 | 1.834 | 2,46 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 2.898 | 1,22 | 630 | 3,80 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.215 | -1,44 | 699 | 1,16 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 582 | 14,79 | 127 | 17,76 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 1.670 | 354 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 3.720 | -0,11 | 788 | 1,29 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 57.215 | 0,19 | 12.894 | 6,61 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 12.064 | -1,61 | 2.555 | -0,16 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 49 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 950 | -0,63 | 206 | 1,98 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 1.219 | 0,08 | 270 | 5,47 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 67.795 | -1,80 | 14.358 | -0,35 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 316.389 | -0,03 | 67.008 | 1,45 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 204 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 1.274 | 270 | ||||||
| 2026-02-09 | 13F | King Wealth | 5.149 | -2,20 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 7.827 | 9,25 | 1.756 | 18,09 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 896 | 205 | ||||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 5.020 | 3,93 | 1.063 | 5,46 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.155 | -0,23 | 468 | 2,41 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 18.052 | -5,46 | 3.922 | -3,04 | ||||
| 2026-02-06 | 13F | Jag Capital Management, Llc | 1.655 | 0,00 | 351 | 1,45 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 1.593 | -4,50 | 337 | -3,16 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.033 | -7,54 | 854 | -6,15 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.408 | -3,83 | 510 | -2,49 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 1.934 | 11,73 | 410 | 12,98 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 19 | -5,00 | 4 | -25,00 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 21.047 | -0,48 | 4.458 | 0,97 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 20.170 | -3,12 | 4.272 | -1,70 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 54.088 | -1,16 | 11.455 | 0,31 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 100 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Camden Capital, LLC | 4.112 | 0,00 | 871 | 1,40 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 54.079 | 3,51 | 11.749 | 6,17 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 9.885 | -1,99 | 2.094 | -0,57 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 11.841 | 159,16 | 2.572 | 165,98 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Prudent Investors Network | 1.075 | 0,00 | 228 | 1,34 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.436 | -18,66 | 531 | -16,25 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 3.028 | -28,18 | 641 | -27,98 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 10.004 | 0,02 | 2.119 | 1,49 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 1.126 | 238 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 202.263 | -1,33 | 42.837 | 0,13 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1.406 | -13,53 | 305 | -11,34 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 6.909 | 6,60 | 1.463 | 8,21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 51.030 | 0,70 | 11.086 | 3,30 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 4.223 | -3,80 | 917 | -1,29 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.308 | 0,61 | 489 | 2,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 41.008 | 61,98 | 8.685 | 64,38 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 3.024 | 0,00 | 640 | 1,59 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 3.800 | 18,75 | 805 | 20,54 | |||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 17.340 | -19,29 | 3.672 | -18,11 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 1.291 | -27,51 | 273 | -26,42 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 31.900 | -17,14 | 6.756 | -15,92 | |||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 585.914 | -0,59 | 124.091 | 100.786,18 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1.825 | -0,33 | 398 | 2,32 | ||||
| 2026-02-17 | 13F | Legend Capital Advisors LLC | 946 | 200 | ||||||
| 2026-04-16 | 13F | jvl associates llc | 963 | 0,00 | 209 | 2,96 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 1.237 | 0,00 | 269 | 2,68 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 63.552 | 0,01 | 13.460 | 1,49 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 2.186 | 16,65 | 463 | 18,16 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 10.657 | 0,41 | 2.315 | 3,03 | ||||
| 2026-04-07 | 13F | InvesTrust | 8.611 | 0,33 | 1.871 | 2,92 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 14 | 0,00 | 3 | 50,00 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 10.942 | 0,00 | 2.377 | 2,59 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 30.721 | 13,39 | 6.674 | 16,31 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.237 | 0,08 | 270 | 3,07 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 5.530 | -10,10 | 1.201 | -7,76 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 2.411 | -1,35 | 511 | 0,00 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.155 | -13,03 | 251 | -11,03 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 4.379.433 | 2,66 | 927.520 | 4,17 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 6.667 | 4,37 | 1.412 | 5,93 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 15.133 | 0,00 | 3.308 | -0,66 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 2.755 | -11,13 | 583 | -9,89 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 156 | 0,00 | 33 | 3,13 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.099 | 0,18 | 239 | 2,59 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.118 | 0,06 | 660 | 1,54 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 1.499 | -1,96 | 317 | -0,63 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 21.520 | -1,48 | 4.558 | -0,04 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 2.213 | 0,23 | 481 | 2,78 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 49.060 | 2,76 | 10.658 | 5,42 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 10.550 | -11,70 | 2.234 | -10,39 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 1.126 | 0,00 | 238 | 1,71 | ||||
| 2026-04-22 | 13F | Motco | 190 | 41 | ||||||
| 2026-02-04 | 13F | Family Legacy, Inc. | 10.223 | 1,98 | 2.165 | 3,49 | ||||
| 2025-11-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 6.675 | -18,50 | 1.414 | -17,32 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 6.881 | 1.457 | ||||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 12.445 | -8,56 | 2.636 | -7,22 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 308.452 | -11,80 | 65.327 | -10,49 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 237 | 50 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4.747 | 1,41 | 1.031 | 4,04 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 17.175 | -1,86 | 3.637 | -0,41 | ||||
| 2026-02-17 | 13F | truNorth Financial Services, Inc. | 4.187 | 887 | ||||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 345 | 0,00 | 73 | 2,82 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 1.926 | 2,34 | 408 | 3,30 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 13.224 | -2,97 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Invst, LLC | 1.642 | -9,08 | 348 | -7,71 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 1.289 | -9,42 | 273 | -8,39 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 13.237 | -4,34 | 2.876 | -1,88 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 141.395 | -1,73 | 30.718 | 0,80 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 15.158 | -0,54 | 3.293 | 2,05 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 905 | -4,64 | 197 | -2,00 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 6.688 | 5,87 | 1.453 | 8,68 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 3.400 | 0,00 | 710 | 4,11 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 2.113 | 0,19 | 459 | 2,69 | ||||
| 2026-02-13 | 13F | Commerce Bank | 24.919 | 5,84 | 5.278 | 7,39 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 255.432 | -3,05 | 55.493 | -0,55 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 3.322 | 0,00 | 704 | 1,44 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 123.784 | 0,82 | 26.892 | 3,43 | ||||
| 2026-01-28 | 13F | M&t Bank Corp | Call | 46 | 16 | |||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 1.461 | 0,27 | 317 | 2,92 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.879 | -3,06 | 610 | -1,93 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 2.311 | 0,00 | 489 | 1,24 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 24.541 | 0,27 | 5.332 | 2,86 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 1.998 | 0,00 | 423 | 1,44 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 37.985 | 24,72 | 8.252 | 27,94 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 20 | -86,01 | 4 | -86,67 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 400 | 0,00 | 85 | 1,20 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1.016 | 0,00 | 221 | 2,33 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 123 | 14,95 | 26 | 18,18 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1.388 | -1,35 | 290 | 5,47 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 1.743 | 15,74 | ||||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 25.312 | 0,90 | 5.499 | 3,52 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 2.218 | 0,82 | 470 | 2,18 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 20.007 | -28,86 | 4.347 | -27,03 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 75.189 | 3,62 | 15.928 | 5,15 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 1.232 | -3,14 | 261 | -1,89 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 2.311 | 0,00 | 489 | 1,45 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 11.737 | -21,09 | 2.450 | -15,55 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 15.567 | -10,00 | 3.298 | -8,65 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 16.211 | 3.433 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 1.555 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 775 | -3,49 | 164 | -2,38 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 1.191 | 22,53 | 252 | 24,75 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 1.849 | 396 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 284.691 | -0,02 | 61.849 | 2,56 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 38.775 | -3,90 | 8.424 | -1,43 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 4.051 | -24,07 | 858 | -23,00 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 274 | 0,00 | 58 | 1,75 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 19.149 | -1,69 | 4.160 | 0,85 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 1.336 | -2,55 | 290 | 0,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 32.717 | 1,56 | 6.930 | 2,41 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 4.334 | 0,12 | 942 | 2,73 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 30.778 | -23,87 | 6.686 | -21,91 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8.478 | 1,92 | 1.842 | 3,49 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 1.277 | -0,85 | 278 | 1,84 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.433 | 21,65 | 963 | 24,90 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 1.226 | 0,57 | 266 | 3,10 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 13.117 | -1,72 | 2.850 | 0,81 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 30.642 | -4,38 | 6.490 | -2,98 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.391.151 | -4,00 | 294.632 | -2,58 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 21.401 | 10,74 | 4.650 | 13,61 | ||||
| 2026-04-13 | 13F | Trust Co | 8.685 | 32,74 | 1.887 | 36,17 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 58 | 0,00 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.677 | 0,15 | 582 | 2,65 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 110 | 0,00 | 23 | 4,55 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 49.986 | 3,23 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 3.285 | -11,26 | 696 | -9,97 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 16 | 3 | ||||||
| 2026-03-02 | 13F | Bank Of Hawaii | 7.371 | -1,68 | 1.561 | -0,19 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 2.721 | 0,18 | 576 | 1,77 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 2.900 | 2,18 | 614 | 3,72 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 155.486 | 2,56 | 32.949 | 4,07 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 16.181 | 5,12 | 3.427 | 6,66 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1.058 | 0,57 | 230 | 3,15 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 27.533 | -0,55 | 5.831 | 0,92 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 1.417 | 0,00 | 308 | 2,33 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.647 | 0,92 | 349 | 2,35 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 6.746 | 4,35 | 1.429 | 5,86 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 124 | 0,00 | 27 | 0,00 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 35.337 | -0,28 | 7.484 | 1,19 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 192 | 0,00 | 41 | 0,00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 8.815 | -10,19 | 1.915 | -7,84 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 1.730 | 0,00 | 361 | 7,12 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 13.156 | -0,60 | 2.786 | 0,87 | ||||
| 2025-10-28 | 13F | Prossimo Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 39.365 | 1,04 | 8.337 | 2,53 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.120 | -59,94 | 449 | -59,42 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.172 | 0,79 | 472 | 3,29 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 977 | 0,00 | 205 | 0,00 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 3.919 | -3,00 | 830 | -1,54 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.820 | -17,14 | 809 | -15,90 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 37 | 0,00 | 8 | 14,29 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 968 | 210 | ||||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 2.912 | 0,90 | 617 | 2,33 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 1.282 | 0,00 | 279 | 2,58 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Adirondack Trust Co | 236 | 0,00 | 51 | 4,08 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 3.283 | 713 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.539 | 46,43 | 334 | 50,45 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 1.043 | 0,38 | 226 | 2,73 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 44.336 | 3,78 | 9.632 | 6,46 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 30.576 | 6 | ||||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 106.353 | 0,58 | 22.524 | 1,62 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 490 | 104 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 8.181 | -3,61 | 1.777 | -6,67 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 1.052 | 0,67 | 223 | 1,83 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 7.299 | 0,00 | 1.546 | 1,44 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 71.733 | 11,96 | 15.192 | 13,62 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 3.439 | 0,23 | 801 | 12,20 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 44.812 | 9.492 | ||||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 1.088 | -0,09 | 230 | 1,32 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 42.941 | -0,29 | 9.094 | 1,18 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 2.392 | 0,00 | 507 | 1,40 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 16.507 | -3,16 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Manske Wealth Management | 1.087 | 9,14 | 230 | 11,11 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 25.586 | 1,03 | 5.559 | 3,64 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 44.447 | 143,83 | 9.414 | 147,45 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1.384 | 301 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.313 | 6,49 | 285 | 9,20 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 1.703 | -4,22 | 361 | -2,96 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1.995 | -0,05 | 433 | 2,61 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 4.261 | 0,00 | 956 | 7,54 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.725 | 4,65 | 577 | 6,26 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 2.303 | 0,00 | 500 | 2,67 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 16.555 | -1,32 | 3.506 | 0,14 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 388.085 | -1,71 | 82.193 | -0,26 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.598 | -0,81 | 347 | 1,76 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 47.484 | -1,89 | 10.316 | 0,63 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 56.128 | -4,07 | 11.887 | -2,66 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 47.484 | 2.847,49 | 10.316 | 2.924,93 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1.632 | -20,08 | 346 | -19,01 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 7.429 | 12,20 | 1.614 | 15,12 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.540 | 1,46 | 1.421 | 4,03 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 1.841 | 0,00 | 390 | 1,30 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.627 | -8,18 | 571 | -5,79 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3.772.834 | -1,52 | 799.049 | -0,06 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 32.341 | -24,53 | 7.214 | -19,33 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 2.641 | -5,20 | 559 | -3,79 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 19.887 | -2,33 | 4.212 | -0,89 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 250 | 16,82 | 53 | 18,18 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.087 | -4,40 | 236 | -1,67 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.098 | -17,19 | 233 | -15,94 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 6.881 | 61,11 | 1.457 | 63,52 | ||||
| 2026-02-17 | 13F | Cantor Fitzgerald, L. P. | 18.936 | 4.010 | ||||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 8.254 | -0,97 | 1.793 | 1,59 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 36.597 | 7,63 | 7.751 | 9,11 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 4.683 | 0,88 | 992 | 2,38 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 22.363 | 3,48 | 4.858 | 6,16 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 1.142 | 242 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.276 | 277 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 143.985 | 7,95 | 30.494 | 9,54 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 248 | 0,00 | 53 | 1,96 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Punch & Associates Investment Management, Inc. | 1.208 | 2,98 | 256 | 4,51 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 29.181 | -0,47 | 6.180 | 1,00 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.962 | 0,36 | 426 | 2,90 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 82.878 | 0,59 | 17.553 | 14,36 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 198.088 | 2,76 | 43.035 | 5,41 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 133.850 | 2,57 | 28.348 | 4,08 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 11 | -97,88 | 2 | -98,15 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 741.951 | -13,27 | 157.138 | -11,99 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 1.431 | 0,00 | 311 | 2,31 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 1.187 | 0,00 | 255 | 2,83 | ||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 1.037 | 0,78 | 220 | 2,34 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 20.191 | 218,27 | 4.276 | 222,96 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 408 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.233 | 0,00 | 261 | 1,56 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 18.116 | 6,38 | 3.837 | 7,93 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 150.977 | 9,20 | 32.800 | 12,02 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.383 | -6,55 | 302 | -9,34 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 109 | 19,78 | 24 | 21,05 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.471 | 320 | ||||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 61.958 | 2,74 | 13.122 | 4,27 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.054.552 | 10,85 | 223.344 | 12,49 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 6.189 | 20,78 | 1.311 | 22,54 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 58.915 | 0,00 | 12.799 | 2,58 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1.170 | 0,78 | 248 | 2,07 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.139 | 52,90 | 2.637 | 56,87 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 20.374 | -14,08 | 4.315 | -12,83 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 7.095 | -5,15 | 1.503 | -3,78 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 764 | -38,93 | 162 | -38,31 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 1.728 | 1,17 | 366 | 2,53 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 474.874 | 5,15 | 100.608 | 6,73 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8.963 | -0,50 | 1.898 | 0,58 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 4.604 | -1,27 | 1.000 | 1,32 | ||||
| 2026-04-16 | 13F | Security National Bank | 19 | 0,00 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.612 | -4,45 | 1 | -100,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 37.828 | 8.012 | ||||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 2.421 | 513 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 75.015 | 1,44 | 15.887 | 2,94 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3.189 | -7,86 | 693 | -5,59 | ||||
| 2026-02-05 | 13F | Arbor Trust Wealth Advisors, Llc | 2.795 | -51,93 | 592 | -51,52 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.468 | -5,66 | 319 | -3,34 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 14.283 | -0,03 | 3.025 | 1,44 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 60.160 | -1,40 | 12.741 | 0,06 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2.464 | -0,88 | 535 | 1,71 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 1.291 | 0,39 | 280 | 2,94 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 47.794 | 4,49 | 10.383 | 7,18 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 459.936 | 460 | ||||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 64.135 | -3,10 | 13.933 | -0,60 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 180 | 38 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 168 | 0,00 | 36 | 2,86 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 1.911 | 0,00 | 415 | 2,72 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 22.531 | 15,59 | 5 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 11.648 | 9,81 | 2.467 | 11,43 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 1.490 | 316 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 21.450 | 0,00 | 4.543 | 0,00 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 15.309 | 0,35 | 3.326 | 2,94 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21.871 | 0,39 | 4.751 | 2,97 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 7.517 | 0,20 | 1.633 | 2,83 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.115 | -2,36 | 236 | -0,84 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 77 | 0,00 | 17 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 24 | 5 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 3.282 | 0,00 | 736 | 7,60 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 2.036 | -32,63 | 431 | -31,59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 517.535 | 112 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 37.136 | -1,22 | 8.068 | 1,32 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 55 | 12 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.877 | -9,98 | 408 | -7,71 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 3.434 | 1,51 | 727 | 2,97 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 2.800 | -0,04 | 593 | 1,37 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7.495 | 1.628 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2.871 | 1,34 | 624 | 3,83 | ||||
| 2026-02-06 | 13F | Hardy Reed LLC | 7.436 | 0,00 | 1.575 | 1,48 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 11.686 | -3,00 | 2.475 | -1,59 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 6.027 | 7,68 | 1.309 | 10,46 | ||||
| 2026-02-03 | 13F | Bokf, Na | 7.773 | -9,58 | 1.646 | -8,25 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 3.015 | 1,48 | 655 | 3,97 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 9.505 | 0,00 | 2.013 | 1,51 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10.000 | 0,00 | 2.172 | 2,60 | ||||
| 2025-11-12 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 2.739 | 0,00 | 580 | 1,58 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 811.935 | -0,40 | 171.960 | 1,07 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 26.457 | 7,52 | 5.603 | 9,11 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1.033 | 0,10 | 225 | 2,75 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 173.948 | 227,41 | 37 | 227,27 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 1.545 | 0,13 | 327 | 1,55 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 6.197 | 0,00 | 1.312 | 1,47 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 9.085 | 0,00 | 1.974 | 2,55 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 10.214 | 36,20 | 2.219 | 39,67 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4.989 | -13,76 | 1.084 | 3,04 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1.458 | 0,21 | 317 | 2,60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.589 | 0,06 | 780 | 2,64 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.346 | -11,54 | 497 | -10,31 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 1.022 | -0,68 | 216 | 0,93 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 7.821 | 0,00 | 1.699 | 2,60 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.419 | 743 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 12.619 | 0,22 | 2.673 | 1,71 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 65.635 | 29,64 | 13.901 | 31,55 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 5.344 | -3,49 | 1.161 | -1,02 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 3.779 | 21,43 | 882 | 24,08 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 5.567 | 13,91 | 1.179 | 15,70 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1.773 | -1,17 | 376 | 0,27 | ||||
| 2025-11-12 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.197 | 0,00 | 254 | 1,61 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.236.013 | 0,94 | 261.775 | 2,43 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 47 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Comprehensive Financial Management LLC | 184.376 | 0,00 | 39.049 | 1,03 | ||||
| 2026-02-17 | 13F | Wit, Llc | 250.167 | 0,00 | 52.983 | 1,47 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 39.393 | 10,29 | 8.558 | 13,14 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 633 | 0,00 | 134 | 8,94 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 1.318 | 0,00 | 286 | 2,51 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 3.556 | 0,40 | 753 | 1,89 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 1.620.708 | 6,12 | 343.249 | 7,68 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 144 | 30 | ||||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 88.207 | 256,23 | 18.694 | 6,02 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 2.000 | 0,00 | 424 | 1,44 | ||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 6.379 | 1.351 | ||||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 16.335 | 0,36 | 3.460 | 1,86 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 63.575 | -1,13 | 13.812 | 1,42 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 1.470 | 3,30 | 311 | 4,71 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12.031 | -46,97 | 2.614 | -45,61 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 88 | 1,15 | 19 | 0,00 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 7.240 | -2,98 | 1.573 | -0,51 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 32.312 | -1,32 | 7.020 | 1,23 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 9.309 | 1.972 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.438.715 | 0,60 | 304.705 | 2,09 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 74.298 | 0,00 | 15.736 | 1,48 | ||||
| 2026-01-23 | 13F | Family CFO Inc | 76.536 | -0,29 | 16.210 | 1,18 | ||||
| 2025-10-28 | 13F | Keystone Financial Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 80 | 0,00 | 17 | 6,25 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 37.773 | 0,23 | 8.000 | 1,70 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 99.068 | 0,21 | 21.523 | 2,79 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 6.619 | 2,99 | 1.402 | 4,47 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 3.324 | 2,03 | 694 | 9,13 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1.272 | -34,90 | 279 | -35,27 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 1.075 | -24,56 | 234 | -22,59 | ||||
| 2026-02-09 | 13F | Systematic Financial Management Lp | 410 | 39,46 | 87 | 40,98 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 75.445 | 1,53 | 15.979 | 3,03 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 112 | 0,00 | 24 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.992 | -3,04 | 1.954 | -0,56 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 1.757 | -32,00 | 367 | -27,24 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 27.796 | -2,32 | 6.039 | 0,20 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 8.030 | 106,64 | 1.701 | 109,62 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 10.798 | 1,66 | 2.346 | 4,27 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 2.021 | 5,21 | 428 | 7,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 16.422 | -1,20 | 3.568 | 1,34 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 1.091 | -72,37 | 231 | -70,83 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 3.339 | 0,94 | 707 | 2,46 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 610 | 0,00 | 129 | 1,57 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 46.802 | 2.927,30 | 10 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 9.755 | 3,41 | 2.119 | 6,11 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 32.715 | 14,10 | 7 | 20,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 237.724 | 172,00 | 51.645 | 179,03 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 10.411 | -1,18 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 1.432 | -0,83 | 303 | 0,66 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 9.905 | 5,66 | 2.098 | 6,72 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 13.636 | -2,93 | 2.962 | -0,44 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.027 | 0,00 | 223 | 2,76 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.078 | 7,17 | 669 | 9,87 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 1.373 | -3,78 | 291 | -2,36 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.192 | -3,95 | 259 | -1,15 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 5.996 | -0,83 | 1.270 | 0,63 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 30.494 | 8,49 | 6.625 | 11,29 | ||||
| 2026-02-11 | 13F | Weik Capital Management | 3.000 | 0,00 | 635 | 1,44 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.086 | 176,45 | 888 | 187,99 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.997 | 8,46 | 1.303 | 3,99 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 3.666 | 4,00 | 776 | 5,58 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 7 | 2 | ||||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 2.455 | -5,29 | 520 | -3,89 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 6.557 | -3,27 | 1.425 | -0,77 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 8.701 | -3,25 | 1.890 | -0,74 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 1.700 | 13,33 | 369 | 16,40 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.740 | 15,69 | 378 | 18,87 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.266 | 0,00 | 275 | 2,61 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 1.086 | 7,74 | 236 | 10,80 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 69 | 50,00 | 15 | 55,56 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 30 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 5.745 | -0,03 | 1.217 | 1,42 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 57.300 | -1,25 | 12.136 | 0,21 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16.467 | -0,82 | 3.577 | 1,73 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 80.476 | -5,87 | 17.044 | -4,91 | ||||
| 2025-10-31 | 13F | Kanawha Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 4.043 | 856 | ||||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 3.932 | 7,90 | 833 | 9,47 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 60.241 | 1,05 | 13.087 | 3,66 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 35 | 0,00 | 8 | 0,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 37.189 | -2,32 | 8.079 | 0,20 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 196 | 0,00 | 42 | 2,50 | ||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 5.972 | 0,98 | 1.265 | 2,43 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 2.169 | 0,00 | 459 | 1,10 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 8.547 | 0,00 | 1.864 | 2,98 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 12.154 | -4,19 | 2.640 | -1,71 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 5.474 | 0,00 | 1.159 | 1,49 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 101.609 | 1,39 | 21.520 | 2,88 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 41 | 0,00 | 9 | 0,00 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 17.127 | 1,93 | 3.889 | 9,30 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.319 | 0,00 | 279 | 1,45 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 11.924 | -1,66 | 2.590 | 0,90 | ||||
| 2026-02-03 | 13F | Financial Counselors Inc | 8.106 | -38,23 | 1.717 | -37,33 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 147.767 | 2,69 | 32.234 | 5,77 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 15.154 | -14,87 | 3.210 | -13,62 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 732 | -3,17 | 155 | -1,91 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 25 | 0,00 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 975 | -11,04 | 212 | -9,05 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 2.247 | 0,00 | 476 | 1,50 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 6.665 | 1,91 | 1.412 | 3,37 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 134.671 | -2,28 | 30.740 | -0,60 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 28.978 | 4,32 | 6.137 | 5,87 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15.797 | 1,12 | 3.432 | 3,75 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.242 | 25,71 | 270 | 28,71 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 1.558 | 0,91 | 330 | 2,48 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 93 | -78,62 | 20 | -78,89 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 26.262 | 3,45 | 5.562 | 4,96 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 1.206 | 1,01 | 255 | 2,41 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.085 | 1,18 | 670 | 3,88 | ||||
| 2026-02-04 | 13F | Nwam Llc | 27.979 | -2,39 | 6.103 | 2,07 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 3.503 | 39,62 | 742 | 41,68 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 8.888 | 2,01 | 1.882 | 3,52 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 165.723 | -1,42 | 35 | 0,00 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 17.686 | 0,27 | 3.842 | 2,86 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 51.451 | -0,33 | 11.178 | 2,24 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 3.494 | 10,05 | 740 | 11,63 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 2.365 | 5,39 | 501 | 6,84 | ||||
| 2026-01-22 | 13F | Willis Investment Counsel | 78.792 | 44,71 | 16.687 | 46,85 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 5.382 | 0,00 | 1.169 | 2,63 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 2.881 | 0,00 | 626 | 2,46 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 20.159 | -1,96 | 4.380 | 0,57 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 54 | -44,33 | 11 | -54,17 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 1.030 | 0,00 | 226 | 3,21 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.159 | -0,87 | 469 | 1,74 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 18.679 | 3,37 | 3.956 | 4,91 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17.148 | 44,13 | 3.725 | 47,88 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 4.883 | -3,59 | 1.034 | -2,18 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 178 | 0,56 | 38 | 2,78 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 9.878 | -12,78 | 2.146 | -10,55 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 3.474 | 0,26 | 736 | 1,66 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9.873 | 35,79 | 2.145 | 39,31 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.526 | -29,61 | 323 | -28,54 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 1.628 | -15,56 | 354 | -13,48 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3.898 | -1,17 | 847 | 1,32 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 410 | 7,05 | 89 | 9,88 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.096 | -3,05 | 455 | -0,44 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 1.536 | 0,00 | 334 | 2,46 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 9.130 | 1.934 | ||||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 4.230 | 0,00 | 896 | 1,02 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 6.591 | 0,00 | 1.447 | 2,41 | ||||
| 2026-02-09 | 13F | New Age Alpha Advisors, LLC | 25.285 | 74,51 | 5.355 | 77,14 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4.937 | 493.600,00 | 1.046 | |||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 1.098 | 232 | ||||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 14 | 7,69 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 47 | 0,00 | 10 | 0,00 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 1.055 | 0,00 | 229 | 2,69 | ||||
| 2026-02-17 | 13F | Creative Planning | 312.049 | 1,57 | 66.089 | 3,07 | ||||
| 2026-02-11 | 13F | Brandes Investment Partners, Lp | 48.934 | 3.661,26 | 10.364 | 3.723,99 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 19.035 | -1,99 | 4.031 | -0,54 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 7.839 | 18,45 | 1.660 | 20,20 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 7.399 | -12,35 | 1.607 | -10,07 | ||||
| 2025-11-14 | 13F | Gotham Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 420 | 91 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 96 | 182,35 | 20 | 185,71 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 113.371 | 1,64 | 24.011 | 3,14 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 59.379 | -38,77 | 12.900 | -37,19 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 241 | 0,00 | 51 | 2,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 71.122 | -0,33 | 15.451 | 2,24 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 601 | 132,05 | 127 | 135,19 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.072 | 0,75 | 233 | 3,11 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 8.305 | 1.759 | ||||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 1.630 | 0,00 | 354 | 2,61 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 8.699 | 5,17 | 1.890 | 7,88 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 100 | 0,00 | 21 | 5,00 | ||||
| 2026-02-13 | 13F | Guardian Wealth Management, Inc. | 2.543 | 1,56 | 539 | 3,07 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 13.507 | 10,84 | 2.934 | 13,72 | ||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 13.475 | -35,23 | 2.854 | -34,29 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.459 | -1,80 | 534 | 0,75 | ||||
| 2026-01-26 | 13F | Sellwood Investment Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 132.936 | -0,77 | 28.155 | 0,69 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 4.027 | 1,23 | 875 | 3,80 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 1.669 | 353 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 325 | 69 | ||||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 1.208 | 256 | ||||||
| 2026-01-21 | 13F | Provident Living Financial Services, Inc. | 2.885 | 611 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 2.797 | -1,72 | 592 | -0,34 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 1.628 | 7,67 | 340 | 15,31 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4.609 | -14,93 | 1.001 | -12,73 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 588 | 0,00 | 125 | 1,64 | ||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 1.978 | 0,00 | 419 | 1,46 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 6.447 | 35,84 | 1.133 | 14,44 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 1.235 | 13,82 | 262 | 14,98 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.053 | 229 | ||||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 2.899 | 0,00 | 630 | 2,61 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4.116 | -12,54 | 894 | -10,24 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 43.943 | 1,82 | 9.307 | 3,32 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 36.670 | 1,36 | 7.967 | 1,45 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 1.979 | -1,49 | 430 | 0,94 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.469 | 24,57 | 536 | 27,92 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 6.272 | -6,21 | 1.328 | -4,80 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 42.873 | 9.314 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 56.396 | 47,60 | 12.252 | 51,41 | ||||
| 2026-02-11 | 13F | E&R Wealth Management, LLC | 87.204 | 18.469 | ||||||
| 2026-02-09 | 13F | St. Louis Trust Co | 5.564 | 0,00 | 1.178 | 1,46 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 14.224 | 2,02 | 3.013 | 150.500,00 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 3.100 | -1,84 | 657 | -0,46 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 45.957 | -1,32 | 9.733 | 0,13 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.545 | -51,02 | 770 | -49,74 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13.949 | 2,03 | 3.030 | 4,66 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 3.595 | -12,66 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41.997 | 13,71 | 9.161 | 17,12 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 1.737 | 2,42 | 368 | 3,97 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 31.077 | 3.639,71 | 6.751 | 2,40 | ||||
| 2026-04-21 | 13F | Creekside Partners | 29.225 | 2,48 | 6.349 | 5,13 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 6.764 | 1.433 | ||||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 462.819 | 21,41 | 100.547 | 24,54 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 1.499 | -5,78 | 326 | -4,69 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 36.123 | -0,07 | 7.848 | 2,51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.073 | -1,49 | 3.492 | 1,04 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.160 | 17,17 | 246 | 18,93 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 17.391 | 292,04 | 3.683 | 298,16 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1.856 | -2,93 | 393 | -2,97 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 162.435 | -4,75 | 34.402 | -3,34 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 1.150 | -1,20 | 250 | 1,22 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.019.666 | -2,59 | 640 | -1,24 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 19.228 | 5,52 | 4.072 | 7,07 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 1.183 | -6,70 | 251 | -5,30 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 2.986 | 1.209,65 | 632 | 1.244,68 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 8.986 | 0,00 | 1.903 | 1,49 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 10.227 | 0,78 | 2.166 | 2,27 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 2.266 | 1,93 | 480 | 3,46 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 2.873 | 0,00 | 1 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 174 | 11,54 | 39 | 26,67 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 1.812 | 0,00 | 399 | 4,19 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 24.507 | 0,04 | 5.190 | 1,53 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 1.016 | 215 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 120 | 0,00 | 26 | 4,00 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 6.398 | 33,54 | 1.390 | 36,98 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 64.028 | 5,51 | 14.870 | 15,69 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 783 | 0,00 | 166 | 1,23 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8.271 | 1.797 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 133.866 | -1,11 | 28.352 | 0,35 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 32 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 11.267 | 2.392 | ||||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 2.120 | 449 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23.625 | 5.133 | ||||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 136.768 | 15,48 | 28.966 | 17,19 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 1.570 | 27,13 | 332 | 29,18 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 1.058 | 224 | ||||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 3.016 | 639 | ||||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 492 | 104 | ||||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 22.229 | 6,14 | 4.708 | 7,69 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 1.701 | 0,12 | 360 | 0,56 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 4.993 | 0,00 | 1.057 | 1,44 | ||||
| 2026-02-03 | 13F | Lmcg Investments, Llc | 47.530 | -4,36 | 10.066 | -2,94 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 7.706 | 3,55 | 1.633 | 5,15 | ||||
| 2026-02-03 | 13F | Horrell Capital Management, Inc. | 232 | 0,00 | 49 | 2,08 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 382 | 0,00 | 81 | 1,27 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 33.770 | 3,05 | 7.152 | 4,58 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 23.242 | 0,09 | 4.892 | 0,51 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 8.851 | -0,44 | 1.923 | 2,13 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 23.298 | 12,12 | 4.934 | 13,79 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 5.818 | -0,31 | 1.232 | 1,15 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 1.094 | 2,24 | 232 | 2,65 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 2.778 | -4,67 | 603 | -2,27 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 30.113 | 896,79 | 6.442 | 925,80 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 2.764 | -11,64 | 579 | -5,39 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 35.646 | 1,28 | 7.744 | 3,90 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 3.587 | 0,00 | 779 | 2,64 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 3.471 | -24,90 | 735 | -23,76 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 4.074 | -10,81 | 863 | -9,55 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 65.567 | 14.244 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 849.534 | 53,77 | 179.915 | 56,04 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 2.373 | 0,00 | 503 | 1,41 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 1.365 | -5,73 | 308 | 3,70 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 71 | 1,43 | 15 | 7,14 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 1.160 | 0,00 | 252 | 2,86 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 8.860 | 5,11 | 1.876 | 6,65 | ||||
| 2026-02-13 | 13F | Granby Capital Management, LLC | 35.000 | 0,00 | 7.413 | 1,48 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 1.926 | 0,00 | 408 | 0,99 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14.042 | -11,23 | 3.051 | -8,96 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 18.950 | -0,51 | 4.013 | 0,96 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 937 | 204 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 39.163 | -2,47 | 8.508 | 0,05 | ||||
| 2026-04-15 | 13F | City Holding Co | 3.881 | -3,41 | 843 | -0,82 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 190 | 0,00 | 40 | 2,56 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.639 | 53,61 | 573 | 57,85 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 157.252 | -3,15 | 34.163 | -0,66 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 6.548 | -4,37 | 1.387 | -3,01 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13.121 | -2,92 | 2.851 | -0,42 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 7.142 | -0,89 | 1.513 | 0,60 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.950 | 0,13 | 858 | 2,75 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 468.700 | 4,30 | 99.266 | 5,84 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 246.488 | -3,48 | 52.204 | -2,06 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 2.647 | -3,85 | 561 | -2,44 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3.756 | 178,43 | 816 | 186,32 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 9.928 | -7,66 | 2.103 | -6,29 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.492.797 | 2,79 | 316.163 | 4,31 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 1.305 | 0,00 | 276 | 1,47 | ||||
| 2025-11-12 | 13F | Campbell Deegan Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 9.210 | -7,20 | 2.001 | -4,85 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18.478 | 3.662 | ||||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 37.117 | -3,56 | 7.861 | -2,14 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 44.546 | 19,40 | 9.434 | 21,17 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 10.725 | -26,88 | 2.330 | -24,98 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 1.117 | 0,00 | 237 | 1,29 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 1.420 | 0,00 | 301 | 1,35 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9.070 | -12,05 | 1.971 | -9,80 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.003 | 218 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 2.462 | -1,28 | 521 | 0,19 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.772 | 11,73 | 587 | 13,54 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 24.671 | 13,34 | 5.225 | 15,04 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.583 | 253,35 | 344 | 264,89 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.067 | -10,36 | 884 | -8,02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Headinvest, Llc | 1.325 | 0,00 | 281 | 1,45 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.535 | -8,25 | 340 | -2,58 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.869 | 3,13 | 623 | 5,77 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 1.500 | 0,27 | 326 | 2,85 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 25.911 | -8,22 | 5.629 | -5,85 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7.534 | -5,21 | 1.596 | -3,80 | ||||
| 2026-04-23 | 13F | Hillman Co | 78.406 | 0,00 | 17.034 | 2,58 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 978 | -2,69 | 213 | 0,47 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 5.917 | 22,71 | 1.253 | 24,45 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 3.069 | 8,37 | 1 | |||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 954 | 202 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 51.083 | -0,84 | 10.819 | 0,62 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.773 | -10,41 | 375 | -9,20 | ||||
| 2026-02-17 | 13F | Forest Hill Capital, LLC | 6.900 | 0,00 | 1.461 | 1,46 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 8.234 | 20,03 | 1.789 | 23,14 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 17.262 | 0,29 | 3.750 | 2,88 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2.012 | -1,57 | 426 | 0,00 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 3.774 | 0,40 | 799 | 1,91 | ||||
| 2026-02-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 5.000 | 66,67 | 1 | |||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 107.975 | 3,15 | 23.458 | 5,81 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 49 | 10 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 932 | -5,86 | 202 | -3,35 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 1.515 | -12,38 | 321 | -11,11 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 183 | 0,00 | 39 | 0,00 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.258 | 1,29 | 273 | 4,20 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 37.861 | -7,82 | 8.225 | -5,45 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.531 | 0,00 | 324 | 1,57 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 2.698 | -17,34 | 586 | -15,20 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 33.780 | -1,87 | 7.154 | -0,42 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 15.858 | 3,64 | 3.358 | 5,17 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.862 | -12,17 | 1.242 | -10,85 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.312 | -0,39 | 502 | 2,24 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.018 | 0,00 | 221 | 2,79 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 3.025 | 1,00 | 657 | 3,63 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 79.749 | -2,85 | 16.890 | -1,31 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 825.195 | 0,17 | 174.768 | 1,64 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 12.837 | -6,82 | 2.789 | -4,42 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 3.074 | 8,16 | 651 | 9,78 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 58.483 | 11,99 | 12.386 | 13,64 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 6.403 | 3,02 | 1.373 | 7,69 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 2.361 | -8,52 | 500 | -7,25 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 8.805 | -11,92 | 1.913 | -9,68 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.610 | 0,22 | 1.001 | 2,77 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 1.861 | -3,77 | 404 | 0,25 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.341 | 4,21 | 1.160 | 6,91 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 357.653 | 5,38 | 75.751 | 6,93 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairman Group, LLC | 112 | 0,90 | 24 | 4,35 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 27.959 | -2,09 | 6.074 | 0,43 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 245 | 0,00 | 52 | 0,00 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 728 | 154 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 19.080 | -37,15 | 4.145 | -35,53 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 3.281 | 0,00 | 695 | 1,02 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 8.412 | -5,49 | 1.782 | -4,09 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26.348 | -11,64 | 5.724 | -9,36 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13.680 | -24,45 | 2.972 | -22,50 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 212.551 | -1,39 | 46.177 | 1,15 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 21.415 | 1,21 | 4.535 | 2,69 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 15.714 | -0,15 | 3.487 | 7,56 | ||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 674 | 0,15 | 143 | 1,43 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 41.966 | -0,86 | 9.117 | 1,70 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 7.589 | 6,18 | 1.607 | 7,78 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 1.723 | 2,07 | 374 | 4,76 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 1.819 | 0,33 | 395 | 2,86 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 14.475 | -30,84 | 3.145 | -29,06 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 251 | 298,41 | 53 | 307,69 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 6.473 | 9,23 | 1.371 | 10,84 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 8.832 | -4,69 | 1.919 | -2,24 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 1.066 | 5,54 | 226 | 7,14 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.583 | 2,66 | 547 | 4,19 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.873 | -5,40 | 407 | -5,58 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 40.477 | 0,14 | 8.573 | 1,61 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 6.690 | -0,67 | 1.453 | 1,89 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 1.439 | -5,27 | 305 | -4,10 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1.253 | -1,18 | 265 | 0,38 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 15.867 | 0,44 | 3.350 | 1,89 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 18.590 | 1,39 | 3.937 | 2,90 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 13.848 | -12,21 | 3.008 | -9,94 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4.123 | 19,16 | 896 | 22,27 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 9.450 | 0,40 | 2.001 | 1,88 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 91 | 0,00 | 20 | 0,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 33.827 | 1,59 | 7.164 | 2,64 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 986 | -27,12 | 214 | -25,17 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 101.730 | -30,34 | 22.101 | -28,54 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2.775 | -4,70 | 603 | -2,27 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 3.263 | 0,03 | 691 | 1,62 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 7.245 | -0,07 | 1.535 | 1,39 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.050 | -6,67 | 231 | -4,56 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 26.078 | -1,77 | 5.523 | -0,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.432 | 0,56 | 311 | 3,32 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 14.343 | 9,34 | 3.116 | 12,17 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4.072 | 5,96 | 862 | 7,08 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 923 | 201 | ||||||
| 2026-02-03 | 13F | Sageworth Trust Co | 15.006 | -0,54 | 3.178 | 0,95 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 4.489 | 0,00 | 951 | 1,50 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 9.951 | -16,37 | 2.107 | -15,52 | ||||
| 2026-04-16 | 13F | Friday Financial | 6.817 | 4,46 | 1.481 | 7,09 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 4.905 | 291,15 | 1.039 | 297,70 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 6.814 | 0,04 | 1.443 | 1,55 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 957 | 203 | ||||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 295.284 | 0,42 | 62.538 | 1,90 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 36.767 | -5,08 | 7.787 | -3,67 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.581 | -45,84 | 778 | -44,50 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 25.226 | 4,08 | 5.473 | 6,77 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7.502 | -11,34 | 1.593 | -11,16 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 215 | 0,00 | 46 | 2,27 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.201 | 4,07 | 0 | |||||
| 2026-04-08 | 13F | General Partner, Inc. | 35.936 | 22,02 | 7.807 | 25,17 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Fee-Only Financial Planning, L.C. | 52.710 | -0,33 | 11.163 | 1,14 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 8.999 | -0,02 | 1.955 | 2,57 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11.684 | 1,13 | 2.626 | 7,36 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 41.257 | 116,03 | 8.738 | 134,61 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 5.266 | 7,87 | 1.115 | 9,53 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 8.962 | 0,75 | 1.898 | 1,93 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 6.288 | 31,08 | 1.366 | 34,58 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 16.254 | 5,78 | 3.442 | 7,36 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 2.816 | 0,72 | 612 | 3,21 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 249.231 | 0,56 | 52.785 | 2,05 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 160.053 | 41,42 | 34 | 43,48 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 3.140 | 10,76 | 665 | 12,52 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 393.959 | 0,06 | 83.437 | 0,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42.375 | 32,80 | 9.206 | 36,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54.998 | 6,28 | 12 | 10,00 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 4.698 | -4,26 | 995 | -2,93 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 537 | 0,00 | 114 | 0,89 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 111.820 | 5,36 | 23.682 | 6,91 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 13.016 | -0,42 | 2.757 | 1,03 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.210 | -9,94 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 1.421 | 0,57 | 309 | 3,01 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 920 | 195 | ||||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 1.071 | 0,85 | 227 | 2,26 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 21.122 | 17,05 | 4.760 | 21,27 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 39.360 | -3,40 | 8.551 | -0,92 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 2.871 | 0,00 | 608 | 1,34 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 2.035 | 44,02 | 442 | 47,83 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 12.113 | -3,80 | 2.632 | -1,31 |
