Grundlæggende statistik
| Institutionelle ejere | 2851 total, 2847 long only, 0 short only, 4 long/short - change of 5,35% MRQ |
| Gennemsnitlig porteføljeallokering | 1.7674 % - change of -6,40% MRQ |
| Institutionelle aktier (lange) | 2.363.251.542 (ex 13D/G) - change of 57,32MM shares 2,49% MRQ |
| Institutionel værdi (lang) | $ 134.615.085 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) har 2851 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,363,251,542 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Betterment LLC, Creative Planning, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Northwestern Mutual Wealth Management Co, Wealthfront Advisers Llc, Jones Financial Companies Lllp, and Northern Trust Corp .
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (ARCA:VEA) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 68,14 / share. Previously, on April 28, 2025, the share price was 52,79 / share. This represents an increase of 29,08% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-09 | 13F | Interactive Financial Advisors | 169.363 | -7,77 | 10.580 | -3,84 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 67.326 | -1,56 | 4.206 | 2,61 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 18.582 | 1.161 | ||||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 106.153 | 15,42 | 6.631 | 20,32 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 12.871 | -5,37 | 1 | |||||
| 2026-01-23 | 13F | Avion Wealth | 952.318 | -2,48 | 59 | 1,72 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 459 | 0,44 | 29 | 3,70 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 231.291 | 66,47 | 14.449 | 73,55 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 38.459 | 8,56 | 2.403 | 13,20 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.588 | 0,00 | 558 | 2,39 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 46.249 | 2,36 | 3.023 | 9,26 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 3.719 | 0,00 | 232 | 4,50 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 84.538 | -10,60 | 5.417 | -8,30 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 18.691 | -23,37 | 1.168 | -20,12 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 669.988 | 14,93 | 41.854 | 19,82 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 724.688 | 0,44 | 46.438 | 3,03 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 154.772 | -10,98 | 9.867 | -9,23 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 327.533 | -4,28 | 20.988 | -1,82 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 3.466 | -0,83 | 217 | 3,35 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 100.591 | 11,70 | 6.284 | 16,44 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 53.766 | 3.359 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 13.581.933 | -45,83 | 848.463 | -43,53 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 4.033 | 0,00 | 258 | 2,79 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 205.679 | -1,04 | 13.180 | 1,51 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.583.314 | -3,33 | 98.910 | 0,78 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 216.384 | -20,31 | 13.866 | -18,26 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 322 | 0,00 | 20 | 5,26 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 91 | 6 | ||||||
| 2026-04-22 | 13F | Truefg, Llc | 4.419 | 0,05 | 283 | 2,91 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 254.506 | 15.899 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 16.219 | -3,16 | 1.013 | 1,00 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 12.459 | 22,29 | 778 | 27,54 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 20.434 | -14,33 | 1.309 | -12,15 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 56.310 | -7,31 | 3.518 | -3,38 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 8.975 | -0,13 | 502 | 0,60 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 836.440 | 1,88 | 53.599 | 4,51 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 6.603 | 0,00 | 423 | 2,67 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 16.424 | -8,07 | 1.065 | -4,66 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 120.398 | 1,40 | 7.521 | 5,72 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 32.056 | -2,21 | 1.999 | 1,68 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 11 | 1 | ||||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 208.684 | -4,51 | 13.036 | -0,44 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 1.608.390 | 3,91 | 100.476 | 8,34 | ||||
| 2026-02-10 | 13F | Sivia Capital Partners, LLC | 3.714 | -28,88 | 232 | -25,64 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 818 | 51 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.176 | -22,48 | 75 | -20,21 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 4.841 | 1,77 | 310 | 4,38 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 149.753 | 50,59 | 9.596 | 54,48 | ||||
| 2026-02-17 | 13F | Atom Investors LP | 3.267 | -96,37 | 204 | -96,22 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 69.997 | 1,33 | 4.373 | 5,63 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 439.867 | -6,13 | 28.187 | -3,71 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 11.719 | 4,63 | 732 | 9,09 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 81.353 | -8,01 | 5.082 | -4,08 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 8.749 | 29,60 | 561 | 33,02 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 70.392 | 4.397 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 220.943 | 46,05 | 13.802 | 52,27 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 143.307 | 10,60 | 9.183 | 13,45 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 19.746 | -0,77 | 1.234 | 3,44 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 473.552 | -0,27 | 29.583 | 3,98 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 129.496 | 8.090 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 508.081 | 24,61 | 31.740 | 32,59 | ||||
| 2026-02-10 | 13F | Nelson Capital Management, LLC | 643.177 | 1,59 | 40.179 | 5,92 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 208.692 | 2.312,62 | 13.037 | 2.416,60 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 56.054 | -0,82 | 3.502 | 3,40 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 120.254 | 881,42 | 7.706 | 907,19 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 55.111 | 627,44 | 3.532 | 646,51 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 3.000 | 0,17 | 187 | 4,47 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 415.652 | 2,24 | 26.635 | 4,88 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 3.575 | 0,17 | 229 | 3,15 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 235.415 | 1,03 | 14.706 | 5,33 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 23.340 | 3,29 | 1.458 | 7,76 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 212.774 | 0,16 | 13.292 | 4,42 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 28.467 | 3,01 | 1.885 | 13,84 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 5.040 | -13,09 | 315 | -9,51 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 3.574 | -53,18 | 223 | -51,20 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 442.800 | 27.662 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 258.218 | -6,58 | 16.131 | -2,60 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 61.886.335 | 6,46 | 3.866.039 | 11,00 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 39.918 | 0,23 | 2.494 | 4,48 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 142.997 | 7,83 | 8.933 | 12,42 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 1.611.305 | 1,41 | 100.658 | 5,72 | ||||
| 2026-02-05 | 13F | Conning Inc. | 159.445 | 5,53 | 9.961 | 10,02 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 5.370 | 33,85 | 335 | 39,58 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 14.382 | 0,00 | 922 | 2,56 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 517.824 | 18,90 | 32.348 | 23,96 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 61.497 | 0,00 | 3.941 | 2,58 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 18.499 | 1.156 | ||||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 9 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 2.253 | 8,06 | 141 | 12,90 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.293 | 0,00 | 83 | 2,50 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 4.295 | 0,00 | 268 | 4,28 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 251.706 | 0,47 | 15.724 | 4,75 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 316.581 | 1,81 | 19.777 | 6,15 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 5.681 | -1,58 | 364 | 1,11 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 38.027 | -1,20 | 2.376 | 2,99 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 63.012 | -7,24 | 4.038 | -4,86 | ||||
| 2026-04-21 | 13F | Maseco Llp | 32.940 | -0,39 | 2.111 | 2,18 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 72.211 | 19,74 | 4.627 | 22,83 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 6.252 | -46,21 | 391 | -43,97 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 15.637 | 0,27 | 977 | 4,50 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 85.944 | -6,39 | 5.507 | -3,98 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 2.852 | 0,00 | 178 | 4,71 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 8.132 | 1,46 | 508 | 5,63 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 6.526 | -11,88 | 418 | -9,52 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1.576.808 | 3,54 | 98.503 | 7,94 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 7.257 | -6,54 | 453 | -2,58 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 3.252 | 203 | ||||||
| 2026-02-17 | 13F/A | RBF Capital, LLC | 20.000 | 0,00 | 1.249 | 4,26 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 32.370 | 14,41 | 2.022 | 19,29 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 82.153 | 3,57 | 5.132 | 8,00 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 35 | 0,00 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 19.452 | -39,24 | 1.215 | -36,65 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 13.165 | -6,58 | 844 | -4,20 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 48.354 | 0,00 | 3.021 | 4,25 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 2.578 | 1,66 | 161 | 6,62 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 246.806 | -0,32 | 15.418 | 3,92 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 42.847 | -24,54 | 2.677 | -21,34 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 454.649 | -1,16 | 28.121 | 0,08 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 295.188 | 23,53 | 18.916 | 26,71 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 26.664 | 1,19 | 1.666 | 5,51 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 25.131 | 0,00 | 1.610 | 2,61 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 59.775 | -0,35 | 3.830 | 2,22 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 177.685 | 1,87 | 11.386 | 2,10 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 971 | 0,00 | 62 | 3,33 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 96.618 | 5,24 | 6.191 | 7,95 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.257 | 328 | ||||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 26.669 | -3,33 | 1.709 | -0,87 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 4.344 | -0,89 | 278 | 1,83 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 100.517 | -1,71 | 6.441 | 0,83 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 675.522 | -1,03 | 43.287 | 1,52 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 88.520 | -0,62 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Exchange Bank | 21.071 | 43,91 | 1.350 | 47,70 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 5.115 | -48,33 | 328 | -47,09 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 17.591 | -9,85 | 1.127 | -7,47 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 4.787 | 1,06 | 307 | 3,73 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 3.600 | 225 | ||||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 25.335 | 1,43 | 1.583 | 5,75 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 15.365.116 | 6,17 | 959.859 | 10,69 | ||||
| 2026-02-17 | 13F | Inherent Management Corp. | 1.171.437 | 0,00 | 73.180 | 4,26 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 10.224 | 12,87 | 655 | 15,93 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 23.883 | 0,05 | 1.530 | 2,62 | ||||
| 2026-02-09 | 13F | TrustBank | 384.629 | 24.028 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 171.497 | 29,01 | 10.990 | 32,33 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.462 | 15,63 | 279 | 20,35 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 50 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 11.587 | -5,67 | 742 | -3,26 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6.355 | -12,86 | 407 | -10,55 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 12.143 | 1,34 | 759 | 5,72 | ||||
| 2026-02-12 | 13F | Cliffwater LLC | 770.181 | 0,00 | 48.113 | 4,26 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 108.382 | 44,56 | 6.771 | 50,71 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 582.877 | 11,76 | 36.412 | 16,52 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 3.567 | -0,56 | 223 | 3,74 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 4.366.497 | -0,46 | 272.775 | 3,78 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 14.100 | 0,00 | 904 | 2,61 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 8.199 | 8,65 | 525 | 11,46 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 122.525 | 2,79 | 7.851 | 5,44 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 2.592 | 0,78 | 0 | |||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 172.461 | 2,14 | 11.051 | 4,77 | ||||
| 2026-04-22 | 13F | Figure 8 Investment Strategies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3.522 | -0,93 | 220 | 3,29 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 3.220 | 206 | ||||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 21.637 | 1.426 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 1.585.564 | 7,07 | 99.050 | 11,62 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 23.845 | 7,22 | 1.528 | 9,94 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 6.726 | 1,68 | 420 | 6,06 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 25.369 | 0,00 | 1.626 | 2,59 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 531.364 | 2,44 | 33.194 | 6,80 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 49.694 | 101,92 | 3.104 | 110,58 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 4.383.551 | 2,82 | 273.840 | 7,20 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 70.669 | -0,43 | 4.528 | 2,14 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 75.882 | -1,67 | 4.740 | 0,13 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 34.922 | 4,86 | 2.182 | 9,32 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 42.110 | 2.631 | ||||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 4.224 | 1,66 | 264 | 6,05 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 18.478 | 1,71 | 1.184 | 4,41 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 20.736 | 1.329 | ||||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 648.298 | -2,62 | 40.499 | 1,52 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 325.489 | -9,79 | 20.857 | -3,53 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 568.020 | 25,84 | 35.484 | 31,19 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 98.424 | 7,49 | 6.149 | 12,07 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 584 | 2,64 | 36 | 5,88 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 121.655 | 11,11 | 7.796 | 13,98 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 251.474 | -45,34 | 15.710 | -43,01 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 50.418 | -6,71 | 3.150 | -2,75 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 13.304 | -7,53 | 853 | -5,12 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 504.486 | -0,46 | 32.327 | 2,10 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 4.257 | -0,02 | 266 | 3,92 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 827.165 | 2,39 | 51.673 | 6,74 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 30.119 | 17,73 | 2.067 | 22,31 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 20.408 | -65,88 | 1.275 | -58,08 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 29.277 | 33,00 | 1.829 | 38,69 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 965 | 0,00 | 60 | 5,26 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 1.089.937 | 35,16 | 68.088 | 40,92 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 23.337 | 1.495 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 10.148 | -10,59 | 650 | -8,32 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 614.651 | 0,07 | 39.387 | 2,65 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 30.368 | 58,34 | 1.946 | 62,35 | ||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 11.792 | 737 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 14.279.977 | 2,94 | 892.070 | 7,32 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 3.599 | 0,00 | 231 | 2,68 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 811.831 | -0,25 | 52 | 4,00 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 53.398 | 144,41 | 3.422 | 150,81 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 35.440 | -22,99 | 2.271 | -20,98 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.457.328 | 23,62 | 93.386 | 26,80 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 438.158 | 5,07 | 27.372 | 9,54 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 75.710 | 16,50 | 4.851 | 19,51 | ||||
| 2026-02-12 | 13F | Loudon Investment Management, LLC | 3.506 | 0,00 | 219 | 4,29 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 11.458 | 25,59 | 716 | 30,95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 144.115 | 6,17 | 9.235 | 0,98 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 1.214.523 | 0,31 | 75.871 | 4,58 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 170.393 | 16,70 | 10.919 | 19,70 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 220.754 | 3,68 | 14.146 | 6,35 | ||||
| 2026-02-12 | 13F | Jasper Ridge Partners, L.P. | 19.780.576 | -4,71 | 1.235.693 | -0,65 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 35.363 | 8,97 | 2.209 | 13,63 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 42.271.448 | 1,82 | 2.640.699 | 6,15 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 18.878 | 0,00 | 1.179 | 4,24 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 186.022 | 0,57 | 11.621 | 4,85 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 5.255 | 0,15 | 328 | 4,46 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 21.524 | 0,00 | 1.345 | 4,27 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 3.786 | 237 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 119.824 | -1,77 | 7.485 | 2,41 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 349.486 | 6,93 | 21.832 | 11,48 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 321.836 | 6,08 | 20.623 | 8,81 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 7.814 | 7,93 | 509 | 12,39 | ||||
| 2026-01-12 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 15.675 | 26,39 | 979 | 31,76 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 45.183 | -8,20 | 2.823 | -4,31 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 27.044 | 1,16 | 1.689 | 5,50 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 959.729 | 11,36 | 59.954 | 16,10 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 45.974 | 23,59 | 2.946 | 26,78 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 58.780 | -2,70 | 3.767 | -0,19 | ||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 4.419 | -1,36 | 276 | 2,99 | ||||
| 2026-02-11 | 13F | Jabodon Pt Co | 1.976.178 | 123 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 593.905 | -8,64 | 38.057 | -6,28 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 10.736 | 47,03 | 688 | 50,66 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 608.408 | -1,66 | 38.007 | 2,52 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 153.962 | 2,76 | 9.618 | 7,13 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 70.848 | -0,16 | 4.540 | 2,39 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 40.105 | 1,54 | 2.570 | 4,13 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 285.130 | 3,31 | 17.812 | 7,70 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 7.333 | 1,10 | 470 | 3,53 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 9.169 | 54,70 | 588 | 58,65 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 12.875 | -0,54 | 804 | 3,74 | ||||
| 2026-04-14 | 13F | Legacy Trust | 18.322 | -18,08 | 1.174 | -15,96 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 73 | -88,21 | 5 | -89,47 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 515.427 | 0,02 | 32.199 | 4,27 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 84.947 | 0,46 | 5.307 | 4,74 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 1.253.147 | -1,18 | 80.302 | 1,36 | ||||
| 2026-02-03 | 13F | Security Benefit Life Insurance Co /ks/ | 69.200 | -2,26 | 4.323 | 1,89 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.463 | 1,68 | 341 | 6,23 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 78.760 | 368,11 | 4.920 | 388,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 427.770 | 42,90 | 26.723 | 48,98 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 8.436 | 50,51 | 527 | 57,01 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 130.319 | 5,07 | 8.351 | 7,77 | ||||
| 2026-02-09 | 13F | Williamson Legacy Group, LLC | 3.968 | 12,73 | 248 | 17,62 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 7.027.316 | 1.309,36 | 438.996 | 1.369,34 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 10.800 | -60,15 | 675 | -58,47 | |||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 109.446 | -3,15 | 6.837 | 0,97 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 56.500 | 79,94 | 3.530 | 87,61 | |||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 3.680 | -30,80 | 230 | -27,99 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 152.291 | 1,76 | 9.759 | 4,39 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 5.042 | 3,94 | 323 | 6,60 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 147.684 | -4,52 | 9.464 | -2,06 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 49.899 | 27,95 | 3.198 | 31,24 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 4.362 | 280 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 265.544 | -0,06 | 17.016 | 2,52 | ||||
| 2026-01-22 | 13F | Vavra Capital Management, LLC | 239.736 | 14.976 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 10.000 | 0,62 | 641 | 3,23 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 4.643 | 56,07 | 0 | |||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 10.489 | 655 | ||||||
| 2026-01-28 | 13F | Clarity Financial LLC | 3.734 | -32,36 | 233 | -29,39 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 39.127 | -0,35 | 2.444 | 3,91 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.569 | 0,00 | 160 | 4,58 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 38.474 | -1,13 | 2.403 | 3,09 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 3.512 | 233 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 174 | 11 | ||||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 5.676 | -0,33 | 364 | 2,25 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 9.073 | -0,85 | 581 | 1,75 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 15.510 | -2,02 | 994 | 0,51 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 13.977 | -2,00 | 896 | 0,56 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 6.348 | 3,73 | 407 | 6,28 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 3.651 | 228 | ||||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 106.920 | 0,17 | 6.679 | 4,42 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 2.096.977 | 2,67 | 125.651 | 7,91 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 1.362.811 | -0,85 | 87.411 | 4,15 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 6.837 | 427 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 39.538 | 74,14 | 2.470 | 81,54 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 664.634 | 1,08 | 44.896 | 9,30 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 73.952 | 15,74 | 4.646 | 21,37 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 92.201 | 2,31 | 5.760 | 6,65 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 18.101 | 11,61 | 1 | |||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 51.567 | 0,02 | 3.304 | 2,61 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 38.820 | 3,13 | 2.488 | 5,78 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 17.352 | -2,00 | 1.112 | 0,45 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 502.121 | -3,10 | 31.368 | 1,02 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 251.030 | 0,91 | 16.086 | 3,51 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 7.903 | 0,00 | 494 | 4,23 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 3.849 | -1,28 | 231 | 3,60 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 100 | 0,00 | 6 | 20,00 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 3.942 | 246 | ||||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 3.708 | -3,61 | 232 | 0,43 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 5.958 | -12,01 | 382 | -9,93 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 193.580 | 0,00 | 12.093 | 4,25 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 102.614 | -1,70 | 6.410 | 2,54 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 915.172 | 6,90 | 57.171 | 11,44 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 26.434 | 13,63 | 1.694 | 16,52 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 42.619 | 21,82 | 2.662 | 27,00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 546.091 | -0,44 | 34.994 | 2,13 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 257.622 | 16.094 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.477 | 223 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 12.638 | -21,18 | 810 | -19,18 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 7.823 | -3,30 | 501 | -0,79 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 278.444 | 2,44 | 17.394 | 6,80 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 20.591 | 2,80 | 1.319 | 5,44 | ||||
| 2026-04-06 | 13F | CX Institutional | 28.761 | -0,29 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 832.286 | -7,66 | 53.333 | -5,28 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 132.618 | 242,85 | 8.285 | 257,53 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 122.038 | 0,33 | 7.820 | 2,92 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 138.314 | 5,52 | 8.863 | 8,24 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | JSF Financial, LLC | 5.607 | 0,66 | 350 | 5,11 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 10.624 | 664 | ||||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5.115 | -50,00 | 328 | -50,15 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 571.381 | 1,23 | 35.694 | 5,54 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 6.121 | 0,00 | 392 | 2,62 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 7.134 | 6,54 | 446 | 10,97 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 62.296 | -0,77 | 3.892 | 3,46 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 12.020 | 0,00 | 770 | 2,67 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 5.608 | -4,27 | 363 | -0,82 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 90.166 | -8,95 | 5.633 | -5,07 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 11.303 | -2,32 | 724 | 0,28 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 115.450 | 2,25 | 7.398 | 4,89 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 555.111 | 1,91 | 34.678 | 6,25 | ||||
| 2026-02-13 | 13F | Causeway Capital Management Llc | 421.392 | -17,13 | 26.324 | -13,60 | ||||
| 2026-02-17 | 13F | Michelson Medical Research Foundation, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 3.842 | 0,00 | 246 | 2,50 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 47.203 | -14,77 | 2.949 | -11,15 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 1.892 | 118 | ||||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 100 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 4.714.850 | 294.537 | ||||||
| 2026-02-10 | 13F | American Money Management, LLC | 340.598 | 0,54 | 21.277 | 4,82 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 230.609 | 10,58 | 14.406 | 15,28 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 16.460 | 4,18 | 1.034 | 9,54 | ||||
| 2026-02-17 | 13F | RPTC Inc. | 692.632 | 1,67 | 43.269 | 5,99 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 8.535 | 0,07 | 533 | 4,31 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 755.278 | 8,05 | 47.182 | 12,65 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 5.923 | 2,97 | 370 | 7,27 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 19.143 | 7,57 | 1.196 | 12,10 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 11.108 | -3,82 | 712 | -1,39 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 101.133 | -0,22 | 6.481 | 2,35 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 23.967 | -0,75 | 1.497 | 3,53 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 4.200 | -74,55 | 262 | -73,48 | |||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 55 | 3 | ||||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 366.490 | 38,63 | 22.895 | 44,53 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 15.151 | 1,22 | 971 | 3,74 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 21.300 | -20,58 | 1.331 | -17,19 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 11.600 | -38,62 | 725 | -36,04 | |||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 5.139 | -11,63 | 321 | -7,76 | ||||
| 2025-11-14 | 13F | Carter Financial Group, INC. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 556.615 | 27,38 | 34.772 | 32,80 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 2.155.133 | 4,77 | 134.631 | 9,23 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 11.048 | 690 | ||||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 445.676 | 0,17 | 29.022 | -2,41 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 154.009 | 53,15 | 9.621 | 59,67 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 12.433 | 0,10 | 777 | 4,30 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 1.418.311 | 10,85 | 88.602 | 15,56 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 68.656 | 3,65 | 4.399 | 6,33 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 13.160 | 0,32 | 843 | 2,93 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 21.512 | 1.344 | ||||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 414.535 | -3,32 | 26.563 | -0,83 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 4.704.197 | 281.876 | ||||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 70.466 | 874,90 | 4.515 | 901,11 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 372.734 | 0,18 | 23.285 | 4,44 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 36.100 | 38,34 | 2.255 | 44,27 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 406.743 | 13,69 | 25.409 | 18,53 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 378.257 | -2,07 | 24.239 | 0,45 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 185 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Parkwood LLC | 262.127 | 0,00 | 16 | 6,67 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.692 | 3,48 | 237 | 6,31 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 6.551 | 0,00 | 409 | 4,34 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.314.164 | 3,60 | 82 | 7,89 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 11.168 | -6,55 | 716 | -4,16 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 181.456 | 1,34 | 11.362 | 5,90 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.859 | 28,51 | 328 | 38,98 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 519.190 | 13,90 | 32.434 | 18,75 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 6.957 | 0,00 | 435 | 4,33 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 83.100 | -0,29 | 5.325 | 2,29 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 228.335 | 3,53 | 14.264 | 7,94 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 29.570 | 0,44 | 2.029 | 10,33 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 30.053 | 18,77 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.539 | 96 | ||||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 137.477 | -2,16 | 8.588 | 2,01 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 10.749 | -3,39 | 644 | 1,58 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 8.584 | 45,89 | 536 | 52,27 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 13.749 | -3,52 | 859 | 0,59 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 7.272 | 454 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 28.352 | 5,79 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.501.374 | 0,55 | 93.791 | 4,83 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 60.416 | 21,19 | 3.871 | 24,31 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 5.975 | 26,00 | 383 | 29,05 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 260.071 | -0,07 | 16.665 | 2,50 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 87.244 | -0,73 | 5.450 | 3,49 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 19.655 | 4,78 | 1.228 | 9,26 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 725 | 48 | ||||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 5.561 | 0,00 | 347 | 4,20 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 8.544 | 0,00 | 548 | 2,63 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 26.428 | -68,86 | 1.651 | -67,56 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 15.905 | -5,09 | 1.019 | -2,58 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 25.581 | 203,81 | 1.601 | 217,66 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 337.884 | 1,67 | 21.652 | 4,29 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 155 | 0,00 | 16 | 0,00 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 5.666 | -7,70 | 354 | -4,59 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 3.351 | 0,00 | 215 | 2,39 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 9.327 | 0,83 | 598 | 3,47 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 67.197 | 78,03 | 4.198 | 85,63 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 198.176 | -8,77 | 12.380 | -4,89 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 16.841 | 1,34 | 1.052 | 5,73 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.187.334 | -32,78 | 140.756 | -32,56 | ||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 61.349 | 3.832 | ||||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | G&S Capital LLC | 3.422 | 0,09 | 219 | 2,82 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3.000 | 0,00 | 192 | 2,67 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 4.714 | 0,70 | 294 | 5,00 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 1.136 | -90,79 | 71 | -90,51 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 642.047 | 3,68 | 41.029 | 6,36 | ||||
| 2026-02-02 | 13F | Citizens Business Bank | 920.192 | 1,05 | 57.484 | 5,35 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.203 | 200 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 1.522.216 | 37,97 | 95.093 | 43,84 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 13.507 | -12,37 | 844 | -8,67 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 6.221 | 0,00 | 389 | 4,30 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.834.008 | 1,24 | 181.603 | 3,85 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 32.928 | 0,50 | 2.110 | 3,13 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 7.398.667 | 0,96 | 474.107 | 3,56 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 34.533 | -3,57 | 2.213 | -1,12 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 9.050 | 145,79 | 565 | 156,82 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 18.295 | 4,35 | 1.172 | 7,03 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 35.316 | -0,93 | 2.206 | 3,33 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 142.678 | 0,34 | 8.913 | 4,61 | ||||
| 2025-11-10 | 13F | Alerus Financial Na | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 75.180 | 9,23 | 4.818 | 12,05 | ||||
| 2026-02-12 | 13F | Nuveen, LLC | 99.600 | 0,00 | 6.222 | 4,26 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 9.286 | 0,00 | 595 | 2,59 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 53.507 | 0,61 | 3.429 | 3,19 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 37.214 | 2.325 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 9.597 | 615 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 14.688 | -6,24 | 941 | -3,78 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 1.096.874 | 345,35 | 68.522 | 358,33 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 36.271 | 2.094,25 | 2.266 | 2.187,88 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 22.316 | 10,26 | 1.430 | 13,13 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 3.326 | 213 | ||||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 12.457 | -4,75 | 778 | -0,64 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 53.991 | -11,00 | 3.460 | -8,71 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 54.309 | 1,32 | 3.480 | 3,94 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 95.508 | 125,19 | 6.120 | 131,03 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 5.047 | -43,27 | 315 | -40,90 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 8.044 | 503 | ||||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 864 | 54 | ||||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3.986 | 255 | ||||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 105.554 | -7,51 | 6.764 | -5,13 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 32.604 | 2.037 | ||||||
| 2026-01-16 | 13F | RHS Financial, LLC | 115.164 | 0,95 | 7.194 | 5,25 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 23.971 | 0,61 | 1.497 | 4,91 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 9.468.021 | 0,40 | 591.467 | 4,67 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 4.325 | 19,54 | 270 | 22,17 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 18.712 | -4,74 | 1.199 | -2,28 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 30.743 | 1.920 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 728.234 | 0,45 | 43.636 | 5,58 | ||||
| 2026-02-13 | 13F | Ames National Corp | 3.649 | -1,00 | 228 | 3,18 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 197.943 | 1,29 | 12.684 | 3,91 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 467 | 0,86 | 29 | 7,41 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 522.437 | -3,43 | 33.478 | -0,94 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 34.300 | 2.198 | ||||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 1.452.866 | -1,38 | 90.761 | 2,82 | ||||
| 2026-02-10 | 13F | Keewaydin Investments LLC | 2.347.487 | 146.648 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 77.295 | 6,12 | 4.829 | 10,63 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 1.944.094 | 1,56 | 121.448 | 5,88 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 8.501 | 22,99 | 531 | 28,26 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 119.711 | 1,95 | 7.671 | 4,58 | ||||
| 2026-02-12 | 13F | Collier Financial | 947 | 0,64 | 59 | 5,36 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 716.748 | 3,49 | 44.775 | 7,89 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.869.572 | 36,59 | 696.522 | 40,11 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 35.382 | -28,26 | 2.210 | -25,21 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 516.130 | 3,37 | 32.243 | 7,76 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 2.018 | 0,00 | 121 | 4,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 291.456 | 7,25 | 18.677 | 10,01 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 906.112 | 1,95 | 58.064 | 4,57 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 189.308 | -0,61 | 11.826 | 3,62 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 60.314 | 3.768 | ||||||
| 2026-02-09 | 13F | Elite Life Management LLC | 162.010 | 1,76 | 10.915 | 13,51 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 1.914 | 120 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 75.798 | 3,95 | 4.859 | 6,63 | ||||
| 2026-01-22 | 13F | Fiduciary Planning LLC | 6.473 | -0,37 | 404 | 3,86 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 15.746 | -0,06 | 984 | 4,13 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 239.383 | -29,56 | 14.954 | -26,57 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 7.700 | 0,00 | 461 | 5,25 | |||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 265 | 17 | ||||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 5.179 | 41,77 | 332 | 45,18 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 19.006 | 5,08 | 1.187 | 9,60 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 278 | 0,00 | 19 | 5,88 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 442.922 | 1,86 | 27.669 | 6,19 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4.400 | 0,00 | 264 | 5,20 | |||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 8.357 | -0,59 | 522 | 3,78 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 91.028 | 10,00 | 5.833 | 12,85 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 5.444 | -99,74 | 340 | -99,73 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 1.538 | -22,98 | 99 | -20,97 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 186.298 | -2,68 | 11.638 | 1,46 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 524.375 | -4,45 | 33.602 | -1,99 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 26.190 | 21,97 | 1.636 | 27,22 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 3.508 | 125,45 | 219 | 135,48 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 8.096 | 0,62 | 506 | 4,77 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 38.724 | -12,63 | 2.481 | -10,37 | ||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 11.523 | 720 | ||||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 13.724 | 34,29 | 857 | 38,23 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 25.213 | -6,18 | 1.581 | -1,43 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 3.037.258 | 23,31 | 189.738 | 28,55 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 8.032.715 | 1,82 | 501.804 | 6,15 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 48.099 | -1,76 | 3.005 | 2,42 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 492.211 | 3,31 | 30.748 | 7,70 | ||||
| 2026-02-17 | 13F | EFG International AG | 5.500 | 344 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.008.694 | 0,68 | 180.281 | 5,82 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 6.070 | 45,28 | 379 | 51,60 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 5.558 | 1,48 | 347 | 5,79 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 111.616 | 552,76 | 7.152 | 569,66 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 521.916 | 10,42 | 33.444 | 13,26 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 3.184 | 204 | ||||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 173.676 | 0,06 | 10.850 | 4,32 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 15.747 | -0,39 | 984 | 3,80 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 24.399 | 0,00 | 1.524 | 4,31 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 59.453 | -0,03 | 3.810 | 2,53 | ||||
| 2026-01-27 | 13F | Antonelli Financial Advisors, LLC | 21.368 | 1,71 | 1.335 | 6,12 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 45.649 | 10,26 | 2.852 | 14,96 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 917.014 | 5,67 | 58.762 | 8,39 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 119.261 | 1,85 | 7.642 | 4,48 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 730.840 | 16,12 | 45.656 | 21,06 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.036.323 | 12,32 | 66.408 | 15,21 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 29.562 | -1,53 | 1.847 | 2,67 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 677 | 0,15 | 43 | 2,38 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 147.131 | 1,34 | 9.191 | 5,66 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 230.974 | -5,69 | 14.429 | -1,68 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 53.171 | 0,75 | 3.322 | 5,03 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 2.943 | 3,59 | 0 | |||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 5.423 | 0,00 | 339 | 4,32 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 264.747 | 3,41 | 16.539 | 7,81 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 32.210 | -5,13 | 2.064 | -2,69 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 3.860 | 0,00 | 247 | 2,49 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 8.102 | 27,85 | 506 | 33,51 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 5.690 | 199,16 | 355 | 214,16 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 9.685 | -13,50 | 605 | -9,70 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 31.923 | 1,25 | 2.046 | 3,86 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 16.678 | -51,72 | 1.069 | -50,49 | ||||
| 2026-02-12 | 13F | Bahl & Gaynor Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 15.355 | 0,00 | 1.034 | 12,39 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 15.283 | 955 | ||||||
| 2026-02-05 | 13F | 1st Source Bank | 567.626 | -6,27 | 35.460 | -2,28 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 59.434 | -0,11 | 3.713 | 4,12 | ||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 123.208 | 11,53 | 7.697 | 16,27 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 5.935 | -86,65 | 312 | 15.500,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 56.064 | 2,88 | 3.593 | 5,52 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 11.642 | 4,17 | 727 | 8,67 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 88.104 | 78,97 | 5.504 | 86,61 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 15.240 | 0,00 | 952 | 4,27 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 926.457 | -0,45 | 57.876 | 3,79 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 509.740 | -0,08 | 32.664 | 2,50 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 776.648 | -2,24 | 49.768 | 0,28 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 1.181.652 | 42,15 | 74.039 | 47,58 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 398.279 | 3,57 | 25.522 | 6,24 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 2.009 | 0,00 | 126 | 4,17 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 20.972 | -9,84 | 1.344 | -7,57 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.098 | 0,55 | 69 | 4,62 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 2.162.844 | 5,66 | 135.113 | 10,16 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 104.245 | -2,02 | 6.512 | 2,17 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 1.108 | -16,69 | 71 | -14,46 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 28.477 | 4,95 | 1.779 | 9,42 | ||||
| 2026-02-02 | 13F | Addison Capital Co | 77.616 | 40,71 | 4.849 | 46,69 | ||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 10.210 | 78,84 | 542 | 51,97 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 5.597 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 100.308 | 5,69 | 6.266 | 15,91 | ||||
| 2026-02-14 | 13F | American Trust | 468.513 | -1,72 | 29.268 | 2,46 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 44.901 | -1,75 | 2.919 | 6,61 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 98.488 | -32,02 | 6.153 | -29,12 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.497 | -0,77 | 288 | 1,77 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 3.593 | 239 | ||||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 236.659 | 0,08 | 14.784 | 4,34 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 69.654 | -16,33 | 4.174 | -12,07 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 10.000 | 0,00 | 641 | 2,56 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 512.030 | 4,53 | 31.986 | 8,98 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 2.117 | 132 | ||||||
| 2026-01-26 | 13F | Nicholson Wealth Management Group, LLC | 3.510 | 0,00 | 219 | 4,29 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 5.741 | 40,40 | 359 | 46,72 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 277.768 | 105,75 | 17.799 | 111,06 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 126.273 | 330,00 | 7.888 | 348,44 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 161.623 | 4,52 | 10.357 | 7,20 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 23.039 | -0,86 | 1.476 | 1,72 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 2.221.205 | 16,70 | 138.759 | 21,67 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 997.098 | 1,48 | 63.894 | 4,09 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 11.063 | 17,14 | 691 | 22,30 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 45.574 | 1,48 | 2.847 | 5,84 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.126 | 0,95 | 258 | 5,33 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 529 | 1,73 | 33 | 6,45 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 23.705 | 1,83 | 1.481 | 6,17 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 214.435 | -11,20 | 13.396 | -7,42 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 7.693 | 2,42 | 493 | 4,90 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 39.846 | -64,49 | 2.060 | -70,62 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 176.762 | 11.042 | ||||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 12.206 | -0,45 | 763 | 3,81 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 876.046 | 2,69 | 56.137 | 5,34 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 7.513 | 30,96 | 469 | 36,73 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 146.361 | -0,82 | 9.534 | 5,69 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 1.647.863 | 1,20 | 102.942 | 5,51 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 10.580 | 0,00 | 661 | 4,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 144.314 | 8,37 | 9.248 | 11,17 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 4.142.828 | 1,97 | 258.802 | 6,31 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 2.110.333 | 2,90 | 131.832 | 7,27 | ||||
| 2026-02-10 | 13F | Ade, Llc | 269.731 | 2,76 | 16.850 | 7,13 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 23.002 | 0,00 | 1.474 | 2,58 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 36.737 | -1,11 | 2.354 | 1,47 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 48.069 | 10,93 | 3.003 | 15,64 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 6.187 | 0,00 | 387 | 4,32 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 141.927 | 3,59 | 9.095 | 6,26 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 123.101 | -0,49 | 7.888 | 2,08 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 1.060.916 | 0,66 | 63.570 | 5,80 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 55.500 | 57,79 | 3.467 | 64,55 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 486.009 | -1,44 | 30.361 | 2,76 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 32.095 | 1,15 | 2.090 | 4,24 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 426.184 | 7,22 | 26.624 | 11,78 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 13.135 | 0,00 | 821 | 4,19 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 16.023 | 0,00 | 1.001 | 4,17 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 126.972 | 1.444,67 | 7.608 | 1.536,13 | ||||
| 2026-02-17 | 13F | Seldon Capital Lp | 149.017 | 0,00 | 9.309 | 4,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 161.302 | -7,51 | 10.077 | -3,57 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 13.715 | 27,08 | 879 | 30,27 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 188.844 | -1,02 | 11.797 | 3,19 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 12.029.160 | 1,47 | 751.462 | 5,79 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 242 | -86,74 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.114 | 0,19 | 135 | 3,05 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 1.460 | 0,00 | 94 | 2,20 | ||||
| 2026-02-17 | 13F | Aristotle Capital Management, LLC | 17.154 | 184,90 | 1.072 | 197,50 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 7.576 | 7,90 | 473 | 12,62 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 14.863 | 1,39 | 952 | 3,93 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.859 | 5,04 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 624 | 0,00 | 40 | 2,63 | ||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 121.810 | 29,46 | 7.299 | 36,08 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 3.125 | 211 | ||||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 5.465 | -10,79 | 353 | -4,09 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 861.720 | 23,17 | 55.219 | 26,34 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 676.059 | 3,57 | 42.233 | 7,97 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 33.880 | -18,27 | 2.116 | -14,78 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 1.285.360 | -1,39 | 80.296 | 2,80 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 500.552 | -1,42 | 31.269 | 2,77 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 5.884 | 64,82 | 377 | 69,82 | ||||
| 2025-10-31 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 5.113 | 0,00 | 328 | 2,51 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14.682 | -1,33 | 917 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 46.421 | 0,32 | 2.975 | 2,91 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 770.556 | 1,57 | 49.377 | 4,19 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.308.961 | 13,03 | 331.651 | 17,84 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 286 | 1,06 | 18 | 6,25 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 19.534 | -1,18 | 1.220 | 3,04 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 7.879 | 0,00 | 492 | 4,24 | ||||
| 2026-01-29 | 13F | Matisse Capital | 11.228 | 0,00 | 701 | 4,32 | ||||
| 2026-02-13 | 13F | State Street Corp | 32.545 | -55,00 | 2.033 | -53,08 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 35.629 | 24,75 | 2.226 | 30,04 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 63.217 | -0,68 | 4.051 | 1,86 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.039.445 | 688,73 | 130.688 | 709,06 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 6.254 | 0,37 | 401 | 2,83 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 31.139 | 118,23 | 1.995 | 123,91 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 53.787 | -2,00 | 3.360 | 2,19 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 585.907 | 9,58 | 36.602 | 14,24 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 91.120 | 22,29 | 5.692 | 27,51 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 25.818 | -1,36 | 1.654 | 1,16 | ||||
| 2026-01-30 | 13F | Jennison Associates Llc | 76.275 | 795,56 | 4.765 | 834,12 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 4.271 | 1,42 | 267 | 5,56 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 106.021 | 19,22 | 6.623 | 30,66 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 140.654 | -2,09 | 8.787 | 2,08 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 45.176 | 2,71 | 2.895 | 5,35 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 16.509 | -0,50 | 1.058 | 2,03 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 15.015 | -0,42 | 938 | 3,88 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 21.250 | -1,53 | 1.362 | 0,96 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 542 | 0,00 | 34 | 3,13 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 26.854 | 2,75 | 1.678 | 7,09 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 54.541 | 3.407 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 11.757 | 0,00 | 753 | 2,59 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 1.241 | 1,64 | 0 | |||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 8.500 | 531 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 184.397 | 7,80 | 11.519 | 12,39 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 127.751 | 11,08 | 8.180 | 13,86 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 91.932 | 0,54 | 5.891 | 3,13 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 3.668 | 0,00 | 229 | 4,57 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 20.997 | 2,75 | 1.345 | 5,41 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 14.412 | 900 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.118.640 | -0,36 | 71.682 | 2,21 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 5.241 | 4,32 | 327 | 8,64 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 5.766 | 360 | ||||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 61.960 | -11,44 | 3.871 | -7,68 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 5.152 | 13,28 | 330 | 16,20 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.380 | 86 | ||||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 30.750 | -0,50 | 1.875 | 6,47 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.347 | 153 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 164.078 | 0,79 | 10.250 | 5,07 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 5.842 | 1,78 | 374 | 4,47 | ||||
| 2026-01-23 | 13F | Parthenon Llc | 81.775 | -4,10 | 5.108 | -0,02 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 4.951 | 0,00 | 317 | 2,59 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 584.362 | 1,11 | 36.505 | 5,42 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 39.888 | 2.556 | ||||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 35.514 | 2.219 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 4.806 | 300 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 2.668 | 1,68 | |||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 15.446 | 1,40 | 965 | 5,70 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 49.827 | 3,00 | 3.113 | 7,38 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 343.634 | 0,48 | 22.020 | 3,08 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 9.731 | 0,00 | 608 | 4,12 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 20.351 | 70,43 | 1.304 | 75,03 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 498.902 | 0,59 | 31.166 | 4,87 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 623 | 66,13 | 39 | 77,27 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 248.622 | -1,14 | 15.932 | 1,41 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 20.375 | 1.273 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 35.210 | 0,00 | 2.256 | 2,59 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 64.390 | 4,16 | 4 | 33,33 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 918 | 0,00 | 59 | 1,75 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 276 | 56,82 | 17 | 70,00 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 32.656 | 1,86 | 2.040 | 6,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 18.639 | -1,39 | 1.194 | -2,05 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 747 | 0,00 | 47 | 4,55 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 108.925 | -3,25 | 6.805 | 0,87 | ||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 46.375 | 2.897 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 1.839.884 | 0,96 | 117.900 | 3,56 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.838 | -4,54 | 182 | -2,16 |
