Grundlæggende statistik
| Institutionelle ejere | 2858 total, 2854 long only, 0 short only, 4 long/short - change of 5,21% MRQ |
| Gennemsnitlig porteføljeallokering | 1.7651 % - change of -4,65% MRQ |
| Institutionelle aktier (lange) | 2.369.684.778 (ex 13D/G) - change of 49,91MM shares 2,16% MRQ |
| Institutionel værdi (lang) | $ 135.079.562 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) har 2858 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,369,684,778 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 27, 2026 is 68,07 / share. Previously, on April 28, 2025, the share price was 52,79 / share. This represents an increase of 28,94% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-09 | 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 | ||||
| 2026-02-11 | 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 | ||||
| 2026-01-08 | 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-04-14 | 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 | ||||||
| 2026-02-10 | 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 | ||||
| 2026-04-09 | 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 | ||||
| 2026-02-11 | 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 41.745 | 42,58 | 2.675 | 46,25 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 22.694 | 0,01 | 1.454 | 2,61 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 12.640 | 14,25 | 810 | 17,08 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.009.671 | 1,43 | 64.700 | 4,05 | ||||
| 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 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 863.858 | 50,66 | 55.356 | 54,54 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 3.522 | -0,93 | 220 | 3,29 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 42.683 | -0,64 | 2.735 | -4,67 | ||||
| 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 | ||||
| 2026-04-24 | 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 | ||||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 9.488 | 3,11 | 608 | 5,75 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 33.504 | 0,32 | 2.147 | 2,88 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 3.786 | 237 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 119.824 | -1,77 | 7.485 | 2,41 | ||||
| 2026-04-22 | 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 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 45.183 | -8,20 | 2.823 | -4,31 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Optas, LLC | 120.123 | 2,06 | 7.697 | 4,69 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 83.945 | 26,23 | 5.379 | 29,49 | ||||
| 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 | ||||
| 2026-04-22 | 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 | |||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 260.262 | 5,45 | 16.678 | 8,17 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 3.909 | 0,08 | 250 | 2,88 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 7.080 | 7,44 | 482 | 5,71 | ||||
| 2025-10-30 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 251.030 | 0,91 | 16.086 | 3,51 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3.250 | 221 | ||||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 23.101 | 3,46 | 1.480 | 6,17 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26.704 | 1.811 | ||||||
| 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 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 300.962 | -3,03 | 19.286 | -0,54 | ||||
| 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 | |||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 120.973 | -3,88 | 7.752 | -1,41 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 22.732 | -0,55 | 1.457 | 2,03 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 61.234 | -1,70 | 3.924 | 0,82 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 39.159 | 0,90 | 2.509 | 3,51 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 4.024 | -1,54 | 0 | |||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-17 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19.297 | -2,22 | 1.237 | 0,32 | ||||
| 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 | ||||||
| 2026-04-23 | 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 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 1.192.727 | 9,43 | 76.430 | 12,25 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 369.956 | 5,86 | 23.707 | 8,58 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 427.875 | 14,79 | 27.418 | 17,75 | ||||
| 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 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 7.432 | -1,90 | 476 | 0,63 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 8.822 | 243,27 | 565 | 253,13 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 266.171 | -0,95 | 17.056 | 1,60 | ||||
| 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 | ||||||
| 2026-02-09 | 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 | ||||||
| 2026-02-10 | 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 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 119.711 | 1,95 | 7.671 | 4,58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 146.146 | 6,04 | 9.353 | 8,66 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 75.798 | 3,95 | 4.859 | 6,63 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 221.537 | -6,39 | 14.196 | -3,98 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 48.956 | 9,91 | 3.137 | 12,76 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 6.586 | 83,15 | 422 | 88,39 | ||||
| 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 | ||||
| 2026-02-26 | 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 | ||||
| 2026-01-30 | 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 37.804 | 6,90 | 2.422 | 9,64 | ||||
| 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 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 124.996 | 3,82 | 8.010 | 6,49 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 56.064 | 2,88 | 3.593 | 5,52 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 5.535 | 5,61 | 355 | 8,26 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 252.558 | -1,71 | 16.184 | 0,82 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 20.972 | -9,84 | 1.344 | -7,57 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 21.248 | -0,56 | 1.362 | 2,02 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.098 | 0,55 | 69 | 4,62 | ||||
| 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 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 47.000 | 7,71 | 3.012 | 10,50 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 295.083 | 13,90 | 18.909 | 16,83 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 3.593 | 239 | ||||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-01-23 | 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 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 169.886 | 0,31 | 10.886 | 2,89 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 23.002 | 0,00 | 1.474 | 2,58 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 511.500 | 1,87 | 32.777 | 4,49 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 36.737 | -1,11 | 2.354 | 1,47 | ||||
| 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 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 6.638 | 2,93 | 425 | 5,72 | ||||
| 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 | ||||
| 2026-01-20 | 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 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 33.708 | 4,13 | 2.160 | 6,82 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 126.972 | 1.444,67 | 7.608 | 1.536,13 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 134.378 | 6,73 | 8.611 | 9,47 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 7.849 | 16,70 | 503 | 19,52 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 676.059 | 3,57 | 42.233 | 7,97 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 1.285.360 | -1,39 | 80.296 | 2,80 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 4.110.119 | 6,02 | 263.376 | 8,75 | ||||
| 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 | ||||
| 2026-04-13 | 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 5.819 | -0,58 | 373 | 1,92 | ||||
| 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 | ||||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 4.621 | -1,97 | 296 | 0,68 | ||||
| 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 | ||||
| 2026-04-17 | 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 | ||||
| 2026-01-22 | 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 | ||||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 5.842 | 1,78 | 374 | 4,47 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 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 | |||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 4.468 | 286 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 57.801 | 299,95 | 3.704 | 310,53 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 372.959 | 9,51 | 23.899 | 12,33 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 79.476 | -0,61 | 5.093 | -5,48 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.524 | 0,00 | 290 | 2,48 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 81.980 | -0,99 | 5.121 | 3,23 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 30.292 | 20,85 | 1.579 | 10,43 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1.933 | -13,20 | 124 | -11,51 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 3.824 | -69,55 | 239 | -68,35 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 11.610 | 0,00 | 725 | 4,32 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 2.746.278 | 2,17 | 171.560 | 6,52 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 118.762 | 8,48 | 7.419 | 13,09 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 4.815 | -6,01 | 301 | -1,96 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 221.243 | -10,07 | 14.177 | -7,75 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 389.663 | -0,35 | 24.342 | 3,89 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.164 | 0,10 | 587 | -1,01 | ||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 3.669 | 229 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 114 | 0,00 | 7 | 16,67 | ||||
| 2026-02-10 | 13F | Camden National Bank | 274.742 | 21,62 | 17.163 | 26,80 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 21.924 | 8,60 | 1.405 | 11,34 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 1.740.735 | 11,11 | 108.744 | 15,84 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 77.882 | 4,85 | 4.991 | 7,54 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 97.972 | 5,32 | 6.120 | 9,82 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 15.457 | -32,77 | 1.017 | -26,75 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 28.275 | 15,18 | 1.694 | 21,09 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 4.277 | -0,26 | 274 | 2,62 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 219.427 | 0,12 | 13.708 | 4,38 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 376.073 | 12,60 | 23.493 | 17,39 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 9.478 | -11,62 | 592 | -7,79 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.726 | 303 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 12.559.141 | -1,16 | 784.148 | 3,00 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 65.521 | -1,55 | 4.199 | 0,99 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 279.667 | 1.011,91 | 17.921 | 1.040,74 | ||||
| 2026-02-05 | 13F | S&co Inc | 6.150 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 30.613 | 21,19 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 307.815 | -0,34 | 19.229 | 3,91 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 4.199 | -31,75 | 262 | -28,80 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 6.508 | 11,17 | 417 | 14,25 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 6.283 | -8,84 | 403 | -6,51 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 2.329.131 | 7,74 | 145.501 | 12,33 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 85.805 | -3,18 | 5.498 | -0,69 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 31.857 | 0,00 | 1.990 | 4,30 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 345.687 | 26,33 | 21.595 | 31,71 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 11.725 | -0,96 | 732 | 3,24 | ||||
| 2026-04-24 | 13F | Bayban | 48.529 | -0,60 | 3.110 | 1,97 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 22.691 | 0,00 | 1.418 | 4,27 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 2.913.636 | -0,40 | 186.706 | 2,17 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 184.652 | -4,86 | 11.535 | -0,81 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1.270.516 | -2,75 | 79.369 | 1,39 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 27.857 | -17,60 | 1.815 | -14,11 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 20.009 | 0,24 | 1.250 | 4,43 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 20.598 | 34,72 | 1.287 | 40,39 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 3.081.773 | 257,73 | 192.509 | 272,96 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 15.802 | 0,00 | 1.013 | 2,53 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 4.160 | 260 | ||||||
| 2026-02-12 | 13F | Ensign Peak Advisors, Inc | 222.384 | 0,00 | 13.892 | 4,26 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 56.985 | 2,69 | 3.652 | 5,34 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 157.876 | -2,07 | 9.863 | 2,09 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 323.176 | 2,36 | 20.189 | 6,72 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 922.703 | 0,94 | 57.641 | 5,24 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 30.082 | 1.928 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 4.370 | -6,82 | 273 | -2,85 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 372.130 | -0,43 | 23.247 | 3,81 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 18.481 | 1.155 | ||||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 92.955 | 5.807 | ||||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 968 | 3,20 | 60 | 7,14 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 4.147 | -4,97 | 266 | -2,57 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 26.168 | 0,04 | 1.635 | 4,28 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 178 | 356,41 | 11 | 450,00 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 95.304 | 26,12 | 5.954 | 31,47 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 128.702 | -16,59 | 8.040 | -13,03 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 39.626 | 2.475 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 506.968 | 11,25 | 32.487 | 14,11 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 91.958 | -0,14 | 5.745 | 4,11 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 5.472 | 0,00 | 351 | 2,64 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 128.648 | -7,60 | 8.244 | -5,22 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 27.457 | -1,05 | 1.715 | 3,19 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 494.179 | 4,26 | 31.667 | 6,95 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 805.831 | 4,77 | 50 | 8,70 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 701.166 | 6,34 | 43.802 | 9,80 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 131.987 | 2,97 | 8.245 | 7,36 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 8.455 | -0,45 | 542 | 2,08 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 6.740 | 0,18 | 432 | -1,37 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 461.848 | 272,35 | 28.852 | 288,20 | ||||
| 2026-02-17 | 13F | Harding Loevner Lp | 168.181 | 844,09 | 10.507 | 884,63 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 15 | |||||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 78.853 | 6,03 | 5.053 | 8,76 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 106.190 | 0,77 | 6.634 | 5,05 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 5.776 | 0,00 | 361 | 2,27 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 47.958 | -1,79 | 2.996 | 2,36 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 9.284 | -5,02 | 595 | -2,62 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.310 | 0,17 | 404 | 2,80 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 38.198 | -1,21 | 2.448 | 1,33 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 7.684.136 | 5,26 | 480.028 | 9,74 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 260.896 | 11,09 | 16.718 | 13,95 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 19.097 | 4,68 | 1.224 | 7,37 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 17.891 | 1.118 | ||||||
| 2026-02-05 | 13F | Clarendon Private LLC | 13.868 | 0,00 | 866 | 4,34 | ||||
| 2026-02-13 | 13F | Great West Life Assurance Co /can/ | 360.558 | -1,21 | 23 | 4,76 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.015 | 0,00 | 63 | 5,00 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1.169.707 | -6,37 | 74.955 | -3,95 | ||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 260.812 | 1,20 | 16.293 | 5,50 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 44.451 | -3,72 | 2.848 | -1,25 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 8.715 | 558 | ||||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 86.341 | 0,25 | 5.533 | 2,83 | ||||
| 2026-04-23 | 13F | Bell Bank | 35.847 | -0,44 | 2.297 | 2,13 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 255.880 | -2,89 | 16.397 | -0,38 | ||||
| 2026-02-17 | 13F | Michael & Susan Dell Foundation | 61.900 | 3.867 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 149.024 | -1,39 | 9.310 | 2,81 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 12.267 | -0,28 | 766 | 3,93 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 10.104 | 0,00 | 631 | 4,30 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 172.264 | -40,34 | 11.039 | -38,81 | ||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 4.152 | -8,47 | 259 | -4,43 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 5.494.591 | 34,51 | 291.658 | 19,16 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 22.760 | 0,00 | 1.422 | 4,26 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 46.636 | 0,69 | 2.988 | 3,28 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 575.203 | -4,85 | 35.933 | -0,80 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 34.745 | -6,87 | 2.226 | -4,46 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 5.129 | 12,01 | 320 | 16,79 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 213.651 | -0,49 | 12.802 | 4,58 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 5.116 | 320 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.023 | 0,32 | 1.063 | 4,63 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 570.327 | 3,20 | 36.547 | 5,86 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 66.411 | -92,31 | 4.170 | -91,92 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 20.601 | 0,00 | 1.287 | 4,21 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 54.465 | 3,63 | 3.402 | 8,03 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 26.189 | 28,33 | 1.636 | 33,80 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 4.173 | 1,68 | 267 | 4,30 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 639.020 | 8,05 | 39.920 | 12,65 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 86.777 | 7,21 | 5.561 | 9,97 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 26.043 | 0,00 | 1.669 | 2,58 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 10.895 | -5,74 | 681 | -1,73 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 234.993 | 7,91 | 14.726 | 12,86 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 3.456 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Morangie Management LLC | 6.217 | 0,00 | 398 | 2,58 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 33.374 | -7,54 | 2.139 | -5,15 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 3.378 | 0,06 | 216 | 2,86 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 106.989 | 0,73 | 6.684 | 5,01 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 9.092 | 568 | ||||||
| 2026-02-18 | 13F | KKM Financial LLC | 9.301 | 3,44 | 581 | 7,99 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 48.787 | 33,21 | 3.126 | 36,69 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 19.207 | -0,10 | 1.151 | 4,93 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 12.201 | 220,99 | 762 | 235,68 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 161.303 | 16,78 | 10.336 | 19,80 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 1.519 | 0,00 | 95 | 3,30 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 7.128 | 4,98 | 457 | 7,55 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 5.090 | 4,56 | 318 | 8,93 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 22.577 | 0,05 | 1.447 | 2,63 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 72.413 | 1,58 | 4.640 | 4,20 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 14.963 | -1,35 | 959 | 1,16 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 67.774 | -3,47 | 4.343 | -1,00 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 29.392 | -4,29 | 2.015 | 6,28 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 632.910 | 2,76 | 40.557 | 5,41 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 4.389 | 7,92 | 263 | 13,42 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 3.339 | 15,02 | 214 | 17,68 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 32.501 | 6,70 | 2.083 | 9,46 | ||||
| 2026-02-17 | 13F | Fmr Llc | 15.605.899 | -0,76 | 974.900 | 3,46 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 9.449 | 8,24 | 605 | 11,01 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 2.188.111 | 7,93 | 136.691 | 32,65 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 326.965 | 7,57 | 20.952 | 10,34 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 603.000 | 0,00 | 38 | 2,78 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 134.475 | -13,46 | 8.401 | -9,77 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 22.744 | 23,00 | 1.457 | 26,15 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 42.537 | 0,93 | 2.657 | 5,23 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 8.867 | 0,00 | 568 | 2,71 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 26.390 | -95,18 | 1.691 | -95,05 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 29.191 | 4,52 | 1.824 | 8,97 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 26.383 | 0,00 | 1.581 | 5,05 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 17.869 | -2,89 | 1.116 | 1,27 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 4.341 | 0,00 | 271 | 4,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 671.861 | 65,20 | 41.971 | 72,23 | ||||
| 2025-11-14 | 13F | Ebor Charitable Trust | 226.810 | 5,52 | 11.978 | -2,26 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 27.391 | 76,01 | 1.755 | 80,56 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 243.965 | 15.240 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 7.917 | -3,14 | 507 | -0,59 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 64.166 | 4.008 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 6.875 | -35,20 | 441 | -33,53 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 4.154 | 0,17 | 266 | 2,70 | ||||
| 2026-04-21 | 13F | Stokes Capital Advisors, LLC | 3.177 | 204 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 275.907 | -1,05 | 17.236 | 3,16 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 3.710.957 | 4,91 | 231.823 | 9,38 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 2.417 | -13,31 | 155 | -11,49 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 11.605 | 52,00 | 744 | 56,09 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 960.379 | -0,83 | 57.546 | 4,23 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 1.017 | 0,00 | 64 | 5,00 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 157.476 | 148,62 | 9.838 | 159,21 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 13.483 | 0,15 | 842 | 4,47 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 1.768 | 100,00 | 112 | 107,41 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 662.483 | 16,13 | 42.452 | 19,12 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 10.418 | 2,21 | 677 | 9,39 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 3.639 | 0,00 | 233 | 2,64 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 247.469 | -50,56 | 15.858 | -49,29 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 16.911 | 0,09 | 1.084 | 2,65 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 22 | 1 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 75.083 | 13,86 | 4.811 | 16,80 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 318 | 0,00 | 20 | 0,00 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 7.255 | -35,96 | 465 | -34,37 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 35.634 | 100,35 | 1.635 | 53,43 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 7.231 | 2,15 | 452 | 6,37 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Chai Trust Co Llc | 874.885 | 5,74 | 54.654 | 10,25 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 5.629 | 0,00 | 352 | 4,15 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 39.699 | -2,10 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 3.432 | 0,00 | 220 | 2,34 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 436.161 | 5,02 | 27.247 | 9,49 | ||||
| 2026-01-27 | 13F | PFG Advisors | 63.736 | 13,50 | 3.982 | 18,34 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 1.662.448 | 5,95 | 103.853 | 10,46 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 5.876 | -18,68 | 367 | -15,05 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 102.110 | -37,76 | 6.379 | -35,12 | ||||
| 2026-04-20 | 13F | First American Bank | 22.092 | -6,95 | 1.416 | -4,59 | ||||
| 2026-04-20 | 13F | City State Bank | 23.712 | 3,86 | 1.519 | 6,52 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 299.201 | 3,06 | 18.691 | 7,44 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 22.754 | -59,40 | 1.458 | -58,34 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 2.852 | 151,50 | 209 | 207,35 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 209.210 | -1,20 | 13.406 | 1,35 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4.496 | 3,52 | 288 | 6,27 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 6.927 | 2,97 | 443 | 9,68 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 11.943 | -5,75 | 765 | -5,44 | ||||
| 2026-04-01 | 13F | GP Brinson Investments LLC | 777.776 | 0,00 | 49.840 | 2,58 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.049.797 | -2,11 | 65.581 | 2,06 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 41.753 | -3,05 | 2.608 | 1,09 | ||||
| 2026-02-17 | 13F | Nepc Llc | 4.575.987 | 66,22 | 285.862 | 73,29 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.336.037 | 18,91 | 149.693 | 21,98 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 7.281 | 5,32 | 455 | 9,66 | ||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 4.397.138 | 17.929,19 | 272.754 | 17.738,72 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 8.959 | 0,00 | 560 | 4,29 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 42.803 | 2.674 | ||||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 37.895 | -6,07 | 2.428 | -3,65 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 52.673 | 17,24 | 3.291 | 22,21 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 8.140 | -6,40 | 508 | -2,50 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 175.969 | 1,07 | 10.993 | 5,38 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 3.281 | 205 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 20.539 | 0,20 | 1.316 | 2,81 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 173.414 | 6,97 | 10.833 | 11,52 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 305.293 | -20,22 | 19.072 | -16,83 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 6.079 | 3,99 | 390 | 2,37 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 11.684 | 0,97 | 761 | 5,40 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 300.064 | 10,73 | 19.228 | 13,57 | ||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 702.923 | 5,84 | 44 | 10,26 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 48.000 | 0,00 | 2.999 | 4,28 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 99.874 | -1,76 | 6.400 | 0,77 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 6.936 | -22,02 | 444 | -20,00 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 237.156 | -3,38 | 14.815 | 0,73 | ||||
| 2026-01-15 | 13F | Econ Financial Services Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 72.837 | 43,94 | 4.667 | 47,64 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 359.988 | 5,69 | 23.068 | 8,41 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 17.228 | -4,42 | 1.104 | -2,04 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 4.517 | 6,58 | 289 | 9,47 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 68.537 | 4.281 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 624 | 80,87 | 39 | 90,00 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 89.933 | 95,73 | 5.618 | 104,07 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 300.322 | 0,06 | 18.761 | 4,32 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 94.752 | 136,85 | 5.919 | 146,93 | ||||
| 2026-02-13 | 13F | Marino Management, LLC | 113.061 | 7.099 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 80.295 | 5.016 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 2.097 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 83.532 | -27,55 | 5.353 | -25,69 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 271.005 | 12,82 | 16.930 | 17,62 | ||||
| 2026-02-13 | 13F | Kaleidoscope Capital Lp | 347.181 | -7,51 | 21.688 | -3,57 | ||||
| 2025-11-14 | 13F | Prudential Plc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Human Investing LLC | 1.245.935 | 2,89 | 77.834 | 7,27 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 32.733 | -9,54 | 2.098 | -7,21 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 172.664 | 5,23 | 11.064 | 7,95 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 515.236 | 4,38 | 32.187 | 8,82 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 135.254 | 2,87 | 8.667 | 5,53 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 233.742 | 1,58 | 14.978 | 4,19 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 11.125 | -10,20 | 695 | -6,47 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 22.728 | 22,52 | 1.456 | 25,73 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 18.185 | 75,50 | 1.165 | 80,06 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.176 | -13,30 | 332 | -11,02 | ||||
| 2026-02-02 | 13F | Guardian Wealth Advisors, LLC | 378.824 | -0,38 | 23.665 | 3,86 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 11.932 | 0,45 | 765 | 2,96 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 9.578 | 0,00 | 598 | 4,36 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 279 | 0,00 | 17 | 6,25 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 10.196 | 7,96 | 637 | 12,57 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 50.094 | -1,79 | 3.210 | 0,75 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 396.870 | 1,82 | 24.793 | 6,16 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 14.353 | 0,00 | 897 | 4,19 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 387.943 | -11,58 | 24.859 | -9,30 | ||||
| 2026-02-17 | 13F | Mbb Public Markets I Llc | 662.117 | 0,00 | 41.362 | 4,25 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 12.515 | 0,06 | 782 | 4,27 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 6.166 | 39,79 | 385 | 45,83 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 5.620 | 1,50 | 351 | 6,04 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 14.605 | -2,03 | 710 | 1,43 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 95.099 | 4,57 | 5.698 | 9,92 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 109.726 | -33,78 | 6.855 | -30,96 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 218.960 | 4,22 | 13.678 | 8,66 | ||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 4.554 | 13,85 | 284 | 18,83 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.371 | -32,41 | 152 | -31,05 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 5.002 | 1,67 | 312 | 6,12 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 9.430 | 8,07 | 1 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 421.820 | 9,71 | 26.351 | 14,38 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 5.159 | 0,00 | 322 | 4,21 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 117.472 | 7,91 | 7.528 | 10,69 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 39.522 | -4,23 | 2.469 | -0,16 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | First Horizon Corp | 188.708 | 38,64 | 11.789 | 44,55 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 404.844 | 17,39 | 25.291 | 22,39 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 15.683 | 3,63 | 1.005 | 6,24 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 3.593 | -0,44 | 230 | 2,22 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7.409 | 0,38 | 501 | 7,30 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 12.970 | 15,94 | 859 | 28,06 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 64.314.341 | 1,30 | 4.017.717 | 5,62 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 12.905 | 21,86 | 827 | 24,96 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 7.703 | -0,98 | 481 | 3,22 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 7.088 | -86,59 | 448 | -92,98 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 3.619 | 232 | ||||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 90.614 | -2,31 | 5.661 | 1,84 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 2.481.695 | 2,04 | 155.031 | 6,38 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 2.819.462 | -2,67 | 176.132 | 1,47 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 435.116 | -1,57 | 27.182 | 2,62 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 381 | 0,00 | 24 | 4,55 | ||||
| 2026-02-17 | 13F/A | American Alpha Advisors, LLC | 22.171 | 17,58 | 1.385 | 22,67 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 11.329 | -4,20 | 1 | |||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 159.464 | -1,62 | 10.218 | 0,91 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 15.065 | 139,55 | 941 | 150,27 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 189.923 | 0,12 | 12.170 | 2,71 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 174.767 | 928,04 | 10.918 | 972,40 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 1.494.152 | 4,28 | 93.340 | 8,72 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 32.882 | -5,16 | 2.107 | -2,68 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 2.936 | -16,38 | 188 | -14,16 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 26.751 | -6,41 | 1.671 | 23,69 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Arvest Bank Trust Division | 1.189.476 | 7,26 | 74.307 | 11,82 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 240.586 | -0,82 | 15.029 | 3,41 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 76.822 | -3,86 | 4.923 | -1,38 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 94.420 | -0,44 | 6 | 20,00 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.396.767 | 4,46 | 87.256 | 8,91 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 601.143 | 2,45 | 38 | 5,71 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 10.566 | -9,48 | 677 | -7,13 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 21.984 | 0,62 | 1.373 | 4,89 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 51.533 | 24,09 | 3.219 | 29,38 | ||||
| 2026-04-20 | 13F | Emprise Bank | 143.599 | -0,91 | 9.202 | 1,63 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 158 | 0 | ||||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 202.358 | 3,51 | 12.643 | 7,93 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 255.721 | -0,84 | 16.387 | 1,71 | ||||
| 2026-01-29 | 13F | Live Oak Investment Partners | 199.280 | -0,74 | 12.449 | 3,49 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 21.511 | 7,47 | 1.344 | 12,01 | ||||
| 2026-02-17 | 13F | Epacria Capital Partners, Llc | 234.089 | 0,00 | 14.624 | 4,26 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 796.228 | 3,00 | 51.022 | 5,66 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 3.819 | -15,30 | 239 | -11,85 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 233.603 | 5,40 | 14.969 | 8,12 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 105.886 | 0,12 | 6.785 | 2,71 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 5.509 | 49,21 | 377 | 70,14 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 88 | 0,00 | 6 | 0,00 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 859 | 54 | ||||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 19.321 | 40,92 | 1.238 | 44,63 | ||||
| 2025-11-04 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 6.500 | -4,52 | 417 | -2,12 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 45.581 | 2.847 | ||||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 6.310 | 1,71 | 394 | 6,20 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 66.445 | -0,29 | 4.151 | 3,96 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 7.549 | 4,60 | 484 | 7,33 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 11.165 | -15,05 | 756 | -10,85 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 5.505.632 | -1,90 | 343.937 | 2,27 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 66.544 | 6,75 | 4.264 | 9,50 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 1.265.937 | 14,60 | 79.083 | 19,48 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 13.310 | -0,36 | 798 | 4,73 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 11.683 | 245,14 | 730 | 260,89 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 302.210 | 18.879 | ||||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 21.812 | 1,57 | 1.363 | 5,91 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 14.091.113 | 0,29 | 880.272 | 4,56 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.111 | 0,00 | 71 | 2,90 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 123.129 | -1,55 | 7.692 | 2,63 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 10.431 | 1,77 | 668 | 4,38 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 168 | -99,92 | 11 | -99,92 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 17.936 | 1.120 | ||||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 10.476 | 654 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 9.489.679 | -3,24 | 592.820 | 0,88 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 21.597 | -3,66 | 1.349 | 0,45 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 321.898 | 1,87 | 20.627 | 4,50 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 23.339 | -0,98 | 1.496 | 1,56 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 741.006 | -28,67 | 44.401 | -25,03 | ||||
| 2026-04-20 | 13F | Strong Retirement Solutions LLC | 108.996 | -6,87 | 6.984 | -4,46 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 249.071 | 10,41 | 15.960 | 13,26 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 10.803 | -4,08 | 675 | 0,90 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 82 | -75,15 | 5 | -75,00 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 20.114.092 | 8,71 | 1.256.527 | 13,33 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 26.497 | -0,60 | 1.655 | 3,63 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 19.343.762 | 3,57 | 1.208.405 | 7,98 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 39.065 | 1,32 | 2.440 | 5,63 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 6.489 | 4,98 | 406 | 9,46 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 38.788 | 0,14 | 2.486 | 2,73 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 623.833 | 5,13 | 39.975 | 7,84 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7.915 | -1,25 | 507 | 1,40 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 926.276 | 1,93 | 57.864 | 6,27 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 5.989 | 3,49 | 374 | 8,09 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 884.270 | 1,38 | 55.240 | 5,70 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 45.525 | 31,31 | 2.917 | 34,73 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 9.367 | -13,83 | 585 | -10,14 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 28.515 | 11,20 | 1.781 | 15,95 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 62.320 | -4,26 | 3.993 | -1,80 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 1.421 | 5,57 | 91 | 8,33 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 14.566 | 3,19 | 910 | 7,57 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 429.444 | -2,06 | 25.732 | 2,94 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6.936 | -21,07 | 481 | -18,92 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 29.537 | 12,29 | 1.845 | 17,07 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 5.694 | 1,05 | 356 | 5,34 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 55.395 | 8,93 | 3.550 | 11,74 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.696.382 | 13.625,88 | 105.973 | 14.220,54 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 11.130 | 10,69 | 713 | 13,54 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 6.336 | 0,27 | 396 | 4,50 | ||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 286.030 | 2,06 | 17.868 | 6,41 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 10.873 | -9,35 | 697 | -7,08 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 83.394 | 13,79 | 5.344 | 16,71 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 56.475 | 0,00 | 3.528 | 4,26 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 21.591 | -7,24 | 1.384 | -4,88 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 200.251 | 7,04 | 12.832 | 9,81 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 3.295 | -8,34 | 0 | |||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 10.733 | -10,62 | 688 | -8,40 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.974 | 58,95 | 191 | 63,79 | ||||
| 2026-01-21 | 13F | Bluestem Financial Advisors, Llc | 88.788 | -0,41 | 5.547 | 3,82 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 6.544 | 8,70 | 419 | 11,44 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 18.314 | -0,80 | 1.174 | 1,73 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 1.329.679 | -2,35 | 83.491 | 2,32 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 103.965 | 1,19 | 6.611 | 6,90 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.026.987 | 7,90 | 65.809 | 10,69 | ||||
| 2026-02-13 | 13F | Baldwin Investment Management, LLC | 4.491 | 21,97 | 281 | 27,27 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.964 | -10,20 | 123 | -6,87 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 57.144 | -10,07 | 3.662 | -7,76 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 559.880 | -0,15 | 34.976 | 4,10 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 74.399 | 2,98 | 4.767 | 5,63 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 886.695 | 87,19 | 55.392 | 95,16 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 52.908.486 | 3,11 | 3.305.193 | 8,39 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 82.232 | -3,70 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 6.655 | 1,96 | 416 | 6,14 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 541.700 | 33.840 | ||||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 3.316 | 84,02 | 207 | 93,46 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 78.967 | 363,69 | 4.933 | 383,63 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 112.208 | 4,06 | 7.190 | 6,74 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 441.100 | 4,57 | 27.556 | 9,02 | ||||
| 2026-02-13 | 13F | Ariel Investments, Llc | 24.473 | -57,45 | 1.529 | -55,65 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 27.074 | 4,73 | 1.735 | 7,43 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 104.823 | 56,82 | 6.548 | 63,50 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 159.401 | -2,14 | 10.214 | 0,38 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 30.419 | -1,09 | 1.949 | 1,46 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 11.129 | 0,01 | 695 | 4,35 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 9.139 | 3,82 | 571 | 8,16 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 188.344 | -1,43 | 11.766 | 2,77 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 4.432 | 20,27 | 277 | 25,45 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 94.024 | 0,04 | 5.874 | 4,30 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 88.841 | 7,32 | 5.693 | 113.740,00 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 3.125 | 203 | ||||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 667.846 | 1,70 | 41.720 | 6,03 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 271.519 | 21,27 | 17.399 | 24,39 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 15.092 | 90,97 | 967 | 96,15 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 28.561 | 232,92 | 1.784 | 247,08 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 6.557 | -23,33 | 410 | -20,12 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 715.084 | 4,84 | 45.823 | 7,54 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 375.705 | 2,81 | 24.075 | 5,46 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 70.717 | 948,28 | 4.418 | 993,32 | ||||
| 2026-02-13 | 13F | Avos Capital Management, LLC | 208.783 | -0,41 | 13.043 | 3,83 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 417.437 | 2,10 | 26.077 | 6,45 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 5.880 | 31,43 | 377 | 34,77 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.688 | 0,00 | 172 | 2,99 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 630 | 39 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 24.576 | -0,54 | 1.575 | 2,01 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 19.658 | -24,82 | 1.228 | -21,58 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.797.699 | 3,00 | 112.302 | 7,38 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.525.106 | 11,91 | 99.315 | 13,62 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 366.550 | 22.898 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 5.406 | 0,00 | 346 | 2,67 | ||||
| 2026-02-04 | 13F | Raelipskie Partnership | 331.433 | -0,49 | 20.705 | 3,75 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 70.372 | 1,82 | 4.396 | 6,16 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8.847 | 0,00 | 552 | 3,95 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 8.325 | 17,24 | 520 | 22,35 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 1.963 | 118 | ||||||
| 2026-01-29 | 13F | First National Bank of Hutchinson | 13.732 | 0,00 | 858 | 4,26 | ||||
| 2026-02-10 | 13F | Prodigy Asset Management LLC | 6.433 | 0,00 | 402 | 4,16 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7.630 | 0,08 | 489 | 2,52 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 3.819 | -2,18 | 245 | 0,41 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5.396 | 0,00 | 346 | 2,37 | ||||
| 2026-02-17 | 13F | 14B Captial Management LP | 14.000 | 875 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 55.709 | 13,47 | 3.480 | 18,33 | ||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 384.275 | 0,00 | 22.945 | 0,00 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 665.161 | 16,85 | 41.553 | 21,82 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 1.214 | -10,41 | 76 | -7,41 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 89.211 | 17,70 | 5.573 | 22,73 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 306.975 | 0,00 | 19.177 | 4,26 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 4.581 | 3,78 | 294 | 6,55 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 169 | -28,39 | 11 | -28,57 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 101 | 0,00 | 6 | 0,00 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 51.814 | 3,34 | 3.214 | 2,10 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.753 | -12,74 | 112 | -10,40 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 43.581 | -2,25 | 2.722 | 1,91 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 71.993 | 0,00 | 4.497 | 0,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 144.675 | 9.038 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 84.394 | 7,05 | 5.408 | 9,81 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 569.722 | 10,76 | 35.591 | 15,47 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 205.758.023 | 2,13 | 12.853.704 | 6,47 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 487.941 | 1,09 | 31.267 | 3,20 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.094.065 | -1,50 | 70.108 | 1,04 | ||||
| 2025-11-14 | 13F | Quadcap Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 7.434 | 57,17 | 476 | 61,36 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 104.531 | -1,83 | 6.530 | 2,35 | ||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 6.682 | 87,85 | 417 | 95,77 | ||||
| 2026-02-13 | 13F | Bristlecone Value Partners, LLC | 237.281 | 14.823 | ||||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 11.640 | -1,44 | 746 | 1,09 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 83.895 | -10,79 | 5.376 | -8,49 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 2.229 | 40,10 | 150 | 57,89 | ||||
| 2026-02-11 | 13F | Prudent Man Advisors, LLC | 148.459 | 9.619 | ||||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 8 | -69,23 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 83.843 | 1,12 | 5.373 | 3,73 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 410.362 | -1,89 | 25.635 | 2,28 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 2 | 0 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2.669.304 | 23,42 | 171.049 | 26,60 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 120.351 | 2,80 | 7.917 | 9,67 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 3.193 | 172,21 | 199 | 184,29 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 329.996 | 17,93 | 21.146 | 20,97 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 16.090 | 0,00 | 1.031 | 2,59 | ||||
| 2026-01-29 | 13F | Finhabits Advisors LLC | 128.566 | 8.032 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4.416 | 0,00 | 283 | 2,55 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 7.233 | 452 | ||||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 8.890 | -5,02 | 555 | -0,89 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 22.288 | 5,27 | 1.392 | 9,78 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 78.578 | -0,58 | 5.035 | 1,99 | ||||
| 2026-02-10 | 13F | Eq Llc | 21.709 | -5,13 | 1.356 | -1,09 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 83.044 | 0,00 | 5.321 | 2,58 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 104 | -56,49 | 6 | -57,14 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 12.479 | 0,35 | 780 | -10,65 | ||||
| 2026-02-11 | 13F | CNB Bank | 422 | 0,00 | 26 | 4,00 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 13.232 | 9,45 | 848 | 12,19 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 5.764 | 57,40 | 360 | 64,38 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 173.032 | 4,63 | 11.088 | 7,33 | ||||
| 2026-02-13 | 13F | TLT Family Holdco ULC | 748.200 | -15,30 | 46.740 | -11,70 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 6.136 | 383 | ||||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 6.025 | -7,02 | 386 | -4,46 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 19.159 | 0,31 | 1.228 | 2,85 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 90.269 | -0,58 | 5.784 | 1,99 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 779.733 | -0,15 | 48.710 | 4,09 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 116.872 | -0,54 | 7.489 | 2,03 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 19.078 | 32,55 | 1.192 | 38,17 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 97.552 | 38,55 | 6.094 | 44,48 | ||||
| 2026-02-10 | 13F | Td Asset Management Inc | 1.234.627 | 10,85 | 77.127 | 15,57 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 3.700 | 0,00 | 237 | 2,60 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 674.831 | -9,15 | 42.157 | -5,29 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 100.990 | 3,50 | 6.309 | 7,90 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 3.589.070 | -2,90 | 224.209 | 1,23 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.214 | 0,00 | 78 | 2,67 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 21.578 | 77,06 | 1.348 | 84,52 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 347.858 | -4,21 | 21.731 | -0,13 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 9.356 | 0,00 | 600 | 2,57 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 1.962 | 3,43 | ||||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 967.383 | -1,50 | 60.432 | 2,69 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 31.000 | 0,00 | 1.937 | 4,25 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 316.339 | -9,12 | 20.271 | -6,77 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 113.790 | -22,45 | 7.292 | -20,86 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 3.204 | -3,03 | 205 | -0,49 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 84.147 | 13,74 | 5.392 | 16,68 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 33.956 | -10,07 | 2.121 | -6,23 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 29.936 | 0,16 | 1.870 | 4,47 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 212 | -56,91 | 13 | -43,48 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 179.950 | 2,71 | 11.241 | 7,09 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 17.292 | 0,16 | 1.080 | 4,45 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 342.538 | 0,68 | 21.398 | 4,97 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 13.272 | 0,00 | 850 | 2,53 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 908.989 | 1,14 | 56.785 | 5,45 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 105.323 | 0,01 | 6.580 | 4,26 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 7.198 | 4,67 | 461 | 7,46 | ||||
| 2026-01-27 | 13F | Traphagen Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 3.917 | 0,00 | 245 | 4,27 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 195.762 | -1,18 | 12.517 | 5,66 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 109.604 | 20,57 | 7.023 | 23,67 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 3.438 | 0,17 | 220 | 2,80 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 85.104 | 1,83 | 5.316 | 6,15 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 52.690 | 10,67 | 3.376 | 13,52 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 34.499 | 5,02 | 2.211 | 7,70 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 12.478 | -23,95 | 779 | -20,75 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 18.836 | 1.207 | ||||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 4.731 | -11,35 | 296 | -7,52 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 81.243 | -3,27 | 5.075 | 0,85 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 7.249 | 8,75 | 465 | 11,54 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 80.298 | -19,72 | 5.016 | -16,30 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 428.358 | -9,77 | 27.449 | -7,44 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 56.272 | -0,37 | 3.515 | 3,87 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 307.040 | 1,33 | 19.675 | 3,95 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 282 | 0,00 | 18 | 5,88 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 145 | 2,11 | 9 | 12,50 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 51.938 | 92,58 | 3.328 | 97,62 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 6.018 | 0,00 | 396 | 6,47 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 1.103.762 | 4,82 | 71.877 | 6,42 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 3.321 | 207 | ||||||
| 2026-02-10 | 13F | Rock Creek Group, LP | 113.062 | 64,03 | 7.063 | 70,99 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 16.164 | -2,04 | 1.036 | 0,49 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 4.405 | 0,18 | 282 | 2,92 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 511.191 | 3,72 | 32.757 | 6,39 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 41.767 | 0,42 | 2.609 | 4,70 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 144.100 | 82,17 | 9.002 | 89,93 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 179.379 | 1,95 | 11.206 | 6,29 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 4.530 | 283 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 6.510 | 12.419,23 | 417 | 13.800,00 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 5.529 | -4,03 | 354 | -1,39 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 4.473 | 0,13 | 287 | 2,51 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 1.029.945 | -0,04 | 65.093 | 4,64 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 925.697 | -4,22 | 57.828 | 4,96 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 6.935 | 4,40 | 444 | 7,25 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 58.048 | 0,91 | 3.720 | 3,51 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 45.708 | -16,05 | 2.929 | -13,91 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 484.270 | 11,04 | 31.032 | 13,90 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 6.087 | -14,11 | 390 | -11,76 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 83.297 | -0,25 | 5.338 | 2,32 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 491 | 0,00 | 31 | 3,45 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 4.611 | 288 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 66.089 | -0,49 | 4.129 | 3,74 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 12.550 | -0,10 | 784 | 4,12 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 5.844 | 0,46 | 374 | 3,03 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 1.036.937 | 2,01 | 64.777 | 6,35 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 61.425 | -0,33 | 3.936 | 2,23 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 57.784 | -1,26 | 3.703 | 1,29 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 186 | -89,69 | 12 | -89,81 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 31.778 | 0,94 | 1.985 | 5,25 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 13.727 | 11,27 | 894 | 11,33 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 58.685.582 | 0,64 | 3.666.088 | 4,93 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 3.937 | 0,00 | 260 | 7,88 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 15.394 | -4,71 | 962 | -0,72 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 3.397 | -25,06 | 218 | -23,32 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 5.002 | 321 | ||||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 625 | 39 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 33.214 | -9,73 | 2.075 | -5,90 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 38.827 | 12,84 | 2.426 | 17,66 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 12.388 | 0,59 | 774 | 4,88 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 52.559 | 0,64 | 3.368 | 3,22 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 15.115 | -11,40 | 944 | -7,63 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 45.841 | 8,29 | 2.864 | 12,89 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 11.556 | 49,82 | 741 | 53,85 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 3.568 | 223 | ||||||
| 2025-11-06 | 13F | Asset Planning Corporation | 125.611 | 0,13 | 7.527 | 5,24 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 106.813 | -2,52 | 6.845 | -0,01 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 34.730 | 15.544,14 | 2.170 | 2.753,95 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 6.724 | 0,00 | 431 | 2,38 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 20.215 | 3,05 | 1.295 | 5,71 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 407.057 | 1,13 | 26.442 | 8,24 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 4.110 | 257 | ||||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 4.274 | 0,00 | 274 | 2,63 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 29.467 | 61,70 | 1.888 | 65,91 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 451.746 | -0,53 | 28.221 | 3,70 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 121.717 | 10,37 | 7.604 | 15,06 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 106.414 | 68,77 | 6.648 | 75,94 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 7.105 | 444 | ||||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 257.967 | 0,42 | 16.115 | 4,70 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 232.473 | 52.141,12 | 15.511 | 44.214,29 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 112.869 | -1,99 | 7.233 | 0,53 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 1.257 | -99,53 | 613 | -96,21 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 284.774 | 0,48 | 18.248 | 3,07 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 80.345 | 9,58 | 5.019 | 14,25 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 77.241 | -1,59 | 4.825 | 2,62 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 4.347 | 22,90 | 279 | 29,30 | ||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 283.878 | 0,07 | 17.734 | 4,32 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 108.175 | 6,50 | 6.932 | 9,25 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3.193.149 | 3,14 | 199.476 | 7,53 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 76.401.735 | -7,77 | 4.772.816 | -3,84 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 24.970 | 1.560 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 38.045 | 8,02 | 2.377 | 12,61 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 140.091 | 5,03 | 8.752 | 9,50 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 15.063 | 3,36 | 941 | 7,79 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 51.873 | 0,38 | 3.324 | 2,97 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 185.389 | 0,84 | 11.880 | 3,44 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3.144 | 201 | ||||||
| 2026-01-15 | 13F | Boston Common Asset Management, LLC | 3.488 | 218 | ||||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 407.487 | -0,29 | 27.452 | 11,22 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 14.926 | -3,95 | 972 | 0,21 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 8.268 | 9,42 | 530 | 12,08 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 523.878 | 36,50 | 32.727 | 42,31 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 400.814 | -16,19 | 25.040 | -12,63 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 245.662 | 1,68 | 16.629 | 10,18 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 7.766.637 | 1,04 | 523.238 | 12,70 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 37.550 | -12,07 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 22.278 | 49,83 | 1.428 | 53,77 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10.255 | -2,09 | 641 | 2,07 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 5.280 | 349 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 7.282 | 2,72 | 474 | 7,24 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 123.500 | 0,67 | 7.914 | 3,26 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 767 | 179,93 | 48 | 193,75 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 7.117 | 456 | ||||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 22.722 | -0,15 | 1.419 | 4,11 | ||||
| 2026-02-14 | 13F | Bank of Marin | 19.620 | 0,00 | 1.226 | 4,26 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 16.250 | -1,47 | 1.041 | -0,10 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5.000 | 0,00 | 320 | 2,56 | ||||
| 2026-02-03 | 13F | Sterling Investment Management, Inc. | 23.753 | 4,94 | 1.484 | 9,37 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 3.196 | 205 | ||||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 84.081 | -0,56 | 5.253 | 3,67 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 11.523 | 720 | ||||||
| 2026-02-13 | 13F | Fayez Sarofim & Co | 12.444 | 0,00 | 777 | 4,30 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1.380.121 | -0,14 | 88.438 | 2,43 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 75 | 5 | ||||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 3.442 | 215 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 13.618 | -17,70 | 851 | -14,23 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 25.198 | 0,12 | 1.574 | 4,38 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 22.537 | -9,88 | 1.408 | -6,07 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 64 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 91.937 | -0,07 | 5.743 | 4,19 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 12.715 | -18,44 | 815 | -16,34 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 541.756 | 13,38 | 34 | 17,86 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 4.722 | 0,00 | 303 | 2,72 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.049.185 | 2,46 | 67.232 | 5,10 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 240.303 | 15.012 | ||||||
| 2026-02-13 | 13F | LM Advisors LLC | 214 | -93,75 | 3 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6.255.187 | -0,45 | 400.832 | 2,11 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 5.192 | 0,97 | 324 | 5,19 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 7.730 | 2,89 | 495 | 5,54 | ||||
| 2026-02-13 | 13F | Commerce Bank | 1.319.691 | 5,19 | 82.441 | 9,66 | ||||
| 2026-01-27 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 6.517 | 0,62 | 407 | 4,90 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 133 | 8 | ||||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 194.501 | -3,11 | 12.464 | -0,61 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 86.009 | 3,41 | 5.511 | 6,08 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 41.928 | -94,94 | 2.601 | -94,76 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 453.398 | 10,63 | 28.324 | 15,34 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 220.871 | 21,90 | 14.153 | 25,05 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 8.022 | 9,91 | 501 | 14,65 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 767.016 | 8,09 | 49.150 | 10,88 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 90.491.038 | 44,00 | 5.652.975 | 50,13 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 18.135 | 15,55 | 1.133 | 20,43 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 7.515 | 0,00 | 482 | 2,56 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 209.346 | -1,37 | 13.415 | 1,17 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 42.271 | -12,06 | 2.709 | -9,79 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 966.458 | 0,34 | 60.375 | 4,61 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 718.603 | 0,12 | 46 | 4,55 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 440.939 | 9,99 | ||||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 3.441 | 0,00 | 220 | 2,80 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 2.040 | 1.297,26 | 127 | 1.487,50 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 32.162 | 2.061 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 10.987 | -0,54 | 704 | 2,03 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 37.720 | 9,96 | 2.417 | 12,84 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.620 | 1,69 | 101 | 6,32 | ||||
| 2025-11-06 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 3.781 | -2,85 | 258 | 5,76 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 13.000 | 0,00 | 812 | 4,37 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 32.890 | 6,95 | 2.055 | 11,51 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 141.524 | -0,66 | 9.069 | 1,90 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 77.199 | 6,68 | 4.823 | 11,21 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 4.074 | -0,51 | 261 | 2,35 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 420 | 0,00 | 27 | 0,00 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 83.616 | 5.223 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 462.616 | -1,14 | 29.644 | 1,41 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 106.836 | 110,67 | 6.674 | 119,68 | ||||
| 2026-01-23 | 13F | Burney Co/ | 9.028 | 14,22 | 564 | 19,03 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 3.768 | 241 | ||||||
| 2026-01-26 | 13F | Ckw Financial Group | 142 | 0 | ||||||
| 2026-02-12 | 13F | DRW Securities, LLC | 100.398 | 6.272 | ||||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 120.176 | 4,14 | 7.507 | 8,58 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 10.483 | 655 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 38.328 | -0,15 | 2.456 | 2,46 | ||||
| 2026-02-11 | 13F | Conquis Financial Llc | 6.471 | 5,07 | 404 | 9,49 | ||||
| 2025-11-12 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 74.977 | 62,84 | 4.805 | 67,04 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4.962 | 318 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 41.435 | 0,00 | 2.588 | 4,27 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 19.673 | 2,43 | 1.229 | 6,78 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 5.478 | 342 | ||||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 7.942 | 1,42 | 509 | 3,89 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 38.375 | -4,15 | 2.459 | -1,68 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 11.083 | -9,22 | 692 | -5,34 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 31.908 | -5,82 | 2.045 | -3,40 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 6.340 | 0,00 | 406 | 2,53 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 15.027 | 60,00 | 963 | 57,96 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 21.772 | 0,00 | 1.395 | 2,57 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 4.830 | 0,06 | 289 | -0,34 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 9.792 | -26,34 | 633 | -25,65 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 48.032 | -13,12 | 3.078 | -10,89 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.783.625 | -1,02 | 178.375 | 1,53 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.041 | 0,00 | 687 | -4,32 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 42.990 | 2.680 | ||||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 3.981 | 0,03 | 249 | 4,20 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 7.458 | 0,00 | 478 | 2,58 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 349.879 | 3,59 | 22.420 | 6,27 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 157.835 | 19,79 | 10.114 | 22,89 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 10.387 | 32,69 | 649 | 38,17 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 3.475 | 0 | ||||||
| 2026-01-13 | 13F | Scratch Capital Llc | 7.524 | 10,53 | 470 | 15,48 | ||||
| 2026-02-12 | 13F | Parsonex Advisory Services, Inc. | 38.703 | 1,93 | 2.418 | 6,24 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 6.769 | -4,92 | 434 | -2,48 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.851 | 0,16 | 116 | 4,55 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 559.227 | -4,55 | 35.835 | -2,09 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 99.472 | -0,26 | 6.374 | 2,33 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Community Bank of Raymore | 8.030 | -13,93 | 515 | -11,68 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 145.515 | 11,81 | 9.325 | 14,69 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 100.226 | 24,81 | 6.263 | 31,80 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 240.617 | -0,68 | 15.031 | 3,55 | ||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 86.558 | 0,06 | 5.225 | 5,96 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 11.350 | 0,00 | 709 | 4,26 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 134.998 | -1,46 | 8.651 | 1,08 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 612.549 | -4,35 | 38.266 | -0,28 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 636 | 0,16 | 41 | 2,56 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 33.914 | -83,53 | 2.173 | -83,11 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 3.770 | 6,47 | 242 | 9,05 | ||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 6.372 | -11,93 | 398 | -8,08 | ||||
| 2026-02-17 | 13F | Wallace Capital Management Inc. | 4.037 | -18,08 | 252 | -14,58 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 294.834 | 8,53 | 18.893 | 11,32 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 10.319 | 1,15 | 645 | 5,40 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 78.066 | 0,47 | 4.877 | 4,75 | ||||
| 2026-02-13 | 13F | Brandywine Trust Co | 147.227 | 0,00 | 9.197 | 4,26 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 133.357 | 2,51 | 8.546 | 5,14 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 6.459 | 3,69 | 404 | 8,04 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 314.532 | 3,70 | 19.649 | 8,10 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2.337.244 | 5,21 | 149.771 | 7,93 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 170.028 | 4,23 | 10.895 | 6,92 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 47.044 | 8,98 | 3.015 | 11,80 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 82 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 5.662.009 | 0,58 | 353.706 | 4,86 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 2.044.257 | 9,49 | 127.705 | 14,15 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 11.672 | -11,84 | 729 | -8,07 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 3.805 | 6,82 | 244 | 8,00 | ||||
| 2026-04-23 | 13F | Simmons Bank | 397.336 | 0,23 | 25.461 | 2,82 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 36.724 | 1,01 | 2.530 | 7,16 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 12.888 | 4,88 | 805 | 9,38 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 23.853 | -2,19 | 1.490 | 1,92 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 26.375 | 0,12 | 1.648 | 4,37 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 246.596 | 15.405 | ||||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 56.012 | -2,32 | 3.589 | 0,20 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 8.090 | 0,52 | 505 | 4,77 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 17.596 | 1,04 | 1.099 | 5,37 | ||||
| 2026-02-13 | 13F | Cito Capital Group, LLC | 2.973 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 227.104 | -3,12 | 14 | 0,00 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 201.501 | 12.912 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 4.853 | -0,35 | 311 | 2,30 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 1.122.493 | -1,90 | 71.929 | 0,63 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.128.295 | 1,27 | 72.301 | 3,88 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 11.344 | 709 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 47.577 | 3,13 | 3.049 | 5,80 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 450.867 | 61,18 | 28.892 | 65,34 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 1.255 | 78 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 304.707 | 8,50 | 19.526 | 11,30 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 627.592 | 9,89 | 39.206 | 14,57 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 11.985 | 11,26 | 749 | 15,97 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.007 | 78,69 | 543 | 94,62 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 20.094 | 52,63 | 1.451 | 84,14 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 6.425 | -82,55 | 401 | -81,82 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.071 | 122,20 | 69 | 126,67 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 217.311 | -0,08 | 13.925 | 2,50 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 10.941 | 2,08 | 683 | 6,39 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 20.566 | -1,98 | 1.318 | 0,53 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 733 | -91,31 | 46 | -91,09 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 3.385.845 | 211.514 | ||||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 13.922 | 37,34 | 870 | 43,16 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 26.975 | 0,00 | 1.729 | 2,55 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 4.694.360 | 2,24 | 293.257 | 6,59 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 300 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 9.376 | 4,72 | 586 | 9,14 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 82.625 | 1,04 | 5.295 | 3,64 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 36.785 | 1,09 | 2.298 | 5,37 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 423.017 | 4,53 | 27.107 | 7,22 | ||||
| 2026-01-28 | 13F | Tufton Capital Management | 17.681 | 37,58 | 1 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 3.753 | 0,00 | 240 | |||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 11.260 | 0,00 | 722 | 2,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 133.456 | 29,76 | 9 | 33,33 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 25.529 | -0,05 | 1.595 | 4,18 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 320.707 | -10,69 | 20.551 | -8,39 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 9.965 | -7,28 | 623 | -3,27 | ||||
| 2026-02-13 | 13F | Barclays Plc | 43.712 | -2,29 | 2.731 | 1,87 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 18.954 | 13,03 | 1.184 | 17,93 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 3.235 | 0,00 | 207 | 2,48 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 92.361 | -29,38 | 5.770 | -26,38 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 8.150 | 3,60 | 522 | 6,31 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 13.071 | 0,17 | 838 | 2,70 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.946 | 0,10 | 0 | |||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 1.684 | 0,00 | 105 | 5,00 | ||||
| 2026-02-13 | 13F | Morton Community Bank | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 114.108 | 7.128 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 3.854 | 0,16 | 247 | 2,50 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 50.724 | 4,84 | 3 | 50,00 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 20.942 | -95,93 | 1.342 | -95,83 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 5.114 | -4,68 | 328 | -2,39 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 61.366 | -4,17 | 3.932 | -1,70 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 14.701 | -45,97 | 918 | -43,68 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 29.328 | 7,59 | 1.879 | 10,40 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 22.757 | -1,76 | 1.422 | 2,38 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 61.200 | -15,35 | 3.823 | -11,75 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 328.100 | 118,30 | 20.496 | 127,61 | |||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.961 | 1,66 | 123 | 6,09 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 18.369 | -78,25 | 1.258 | -75,72 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 6.060 | 388 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 479.118 | -6,82 | 30.693 | -4,48 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 8.942 | 4,52 | 573 | 7,30 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 13.083 | 7,47 | 817 | 12,07 | ||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 10.266 | 23,08 | 678 | 33,99 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 306.324 | 87,56 | 19.136 | 95,56 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 15.853 | -11,18 | 990 | -7,39 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 9.833 | -27,76 | 614 | -24,66 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 1.300 | 0,00 | 457 | 2,47 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 7.452 | 35,99 | 466 | 41,77 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 6.281 | -24,43 | 403 | -22,54 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 71.798 | -6,15 | 4.485 | -2,14 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 18.211 | -11,30 | 1.167 | -9,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 17.014.674 | -2,53 | 1.062.907 | 101.613,49 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 28.803 | 8,85 | 1.799 | 13,50 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.447.979 | 12,98 | 152.925 | 17,78 | ||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 4.531 | -4,61 | 283 | -0,35 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 6.204.833 | -0,35 | 387.616 | 3,90 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 75.470 | 1,20 | 4.715 | 5,51 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 80 | 0,00 | 5 | 25,00 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 162.567 | -0,21 | 10.495 | 5,26 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 125.987 | -1,04 | 7.870 | 3,17 | ||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 7.718 | 482 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 239.997 | 14,23 | 14.993 | 19,09 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 94.076 | -0,90 | 6.028 | 1,65 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 53.696 | 32,54 | 3.354 | 38,20 | ||||
| 2026-01-27 | 13F | Hedges Asset Management LLC | 4.000 | 0,00 | 250 | 4,18 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 170.210 | -1,43 | 10.907 | 1,11 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 13.732 | 29,95 | 880 | 33,18 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 4.562.001 | -1,59 | 284.988 | 2,59 | ||||
| 2026-03-24 | 13F | Old North State Trust, LLC | 38.065 | -16,38 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 581.295 | 0,72 | 37.249 | 3,31 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 29.351 | -1,35 | 1.881 | 1,18 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 2.275.100 | 142.125 | ||||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 208.064 | -0,74 | 12.998 | 3,49 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 21.256 | 18,41 | 1.362 | 21,50 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 3.720 | 501,94 | 0 | |||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 1.111.319 | 72,24 | 71.213 | 76,68 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 4.964 | 0,67 | 318 | 3,25 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 5.160 | 4,45 | 331 | 7,14 | ||||
| 2026-02-06 | 13F | Jag Capital Management, Llc | 20.275 | 0,00 | 1.267 | 4,28 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 34.115 | 8,72 | 2.131 | 13,35 | ||||
| 2026-02-13 | 13F | Tamar Securities, LLC | 136.631 | 13,80 | 8.535 | 18,64 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 2.431.969 | 3,74 | 151.925 | 8,16 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 455.174 | 3,56 | 29.168 | 6,23 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 8.346.613 | 11,10 | 521.413 | 15,83 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 196.899 | 2,03 | 12.617 | 4,62 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 23.104 | -0,85 | 1.443 | 3,37 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 7.644 | -2,48 | 490 | 0,00 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 29.095 | -4,29 | 2.953 | -1,20 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 1.244 | 5,07 | 78 | 10,00 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 102.740 | 434,30 | 6.418 | 457,12 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 26.000 | 62,52 | 1.666 | 66,77 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 56.706 | 5,94 | 3.634 | 8,67 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 5.692 | 29,01 | 356 | 34,47 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 46.811 | -3,82 | 2.924 | 0,27 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 145.511 | -9,85 | 9.090 | -6,02 | ||||
| 2026-01-30 | 13F | Innealta Capital, Llc | 73.313 | 4,59 | 4.580 | 9,02 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 4.362 | -3,22 | 273 | 0,74 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 16.391 | -0,02 | 1.024 | 4,18 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 104.253 | 35,61 | 6.513 | 41,38 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 519.613 | 1,31 | 32.460 | 5,62 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 16.530 | -26,58 | 1.033 | -23,50 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 589 | 14,81 | 38 | 15,63 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 216 | 0,00 | 14 | 0,00 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 4.209 | 0,00 | 263 | 3,97 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 108.490 | 3.171 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3.882 | 243 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 170.856 | -0,08 | 10.673 | 4,17 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 437.845 | 3,73 | 28.057 | 6,41 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 19.347 | 2,47 | 1.209 | 6,81 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 14.748 | 0,68 | 921 | 5,02 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 157.079 | 9.813 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 328.964 | 5,56 | 20.550 | 10,05 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 3.284 | 205 | ||||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 21.875 | -1,27 | 1.367 | 2,94 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 186.068 | 23,25 | 11.624 | 28,50 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 275.743 | 9,48 | 17.962 | 14,16 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 346.246 | -14,69 | 22.187 | -12,49 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 241.193 | 6,89 | 15.456 | 9,64 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 452.390 | -1,22 | 29.469 | 7,39 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 12.018 | -3,49 | 770 | -0,90 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.607 | -11,41 | 100 | -7,41 | ||||
| 2026-04-16 | 13F | jvl associates llc | 5.064 | 0,00 | 324 | 2,53 | ||||
| 2026-01-08 | 13F | Integrated Capital Management, Inc. | 18.863 | 3,81 | 1.178 | 8,27 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 14.020 | 11,71 | 898 | 14,69 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 37.477 | 0,00 | 2.402 | 2,56 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 304.104 | -1,75 | 18.997 | 2,43 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 4.979 | -23,71 | 319 | -21,62 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14.620 | 2,20 | 937 | 4,82 | ||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 135.439 | 8,79 | 8.461 | 13,42 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 38.177 | -0,37 | 2.385 | 3,83 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 1.212 | 76 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 23.397.538 | 6,17 | 1.461.644 | 10,68 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 48.826 | 1,67 | 3.050 | 6,01 | ||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 839.410 | 0,00 | 53.789 | 2,58 | ||||
| 2026-04-07 | 13F | InvesTrust | 231.634 | 0,79 | 14.843 | 3,39 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 1.708 | 0,00 | 109 | 2,83 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 59.992 | 8,94 | 3.844 | 11,74 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 81.938 | 10,80 | 5.270 | 13,43 | ||||
| 2026-01-29 | 13F | First National Bank & Trust Co Of Newtown | 14.340 | 0,10 | 896 | 4,31 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9.517 | 610 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 16.100 | 131,42 | 1.032 | 137,56 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 34.479 | 2.209 | ||||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 15.632 | 33,78 | 977 | 39,43 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 72.742 | 13,53 | 4.661 | 16,47 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 458.244 | -1,25 | 28.627 | 2,95 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 8.673 | 9,92 | 556 | 12,80 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 4.412 | 6,03 | 283 | 8,88 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 97.278 | 2,52 | 6.077 | 6,88 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 11.954 | 747 | ||||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 560 | 35 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 5.268.081 | -2,97 | 329.097 | 1,16 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 69.976 | 4,19 | 4.371 | 8,62 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 342 | 0,00 | 22 | 0,00 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 2.031.147 | -22,71 | 126.886 | -19,42 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 265.272 | -25,88 | 16.572 | -22,72 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.823 | 1,97 | 245 | 4,27 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 19.934 | 12,12 | 1.245 | 16,90 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 17.325 | -44,18 | 1.082 | -41,80 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 35.365 | 176,33 | 2.286 | 178,66 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 5.300 | 0,44 | 331 | 4,75 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 75.892 | 52,81 | 4.741 | 59,33 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 219.468 | 41,31 | 13.710 | 47,32 | ||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 4.919 | 307 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 7.661 | -0,39 | 491 | 2,08 | ||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 227.623 | 3,42 | 14.220 | 7,83 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 5.931 | 370 | ||||||
| 2026-01-28 | 13F | WP Advisors, LLC | 20.025 | 6,14 | 1.251 | 10,62 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 391 | 23 | ||||||
| 2025-11-06 | 13F | Abc Arbitrage Sa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 8.935 | 2,25 | 558 | 6,69 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 106.473 | 86,10 | 6.651 | 94,02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 933.569 | -0,76 | 59.823 | 1,80 | ||||
| 2026-02-13 | 13F | Arrowstreet Capital, Limited Partnership | 633.300 | 9,27 | 39.562 | 13,92 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 12.545 | 0,12 | 784 | 4,40 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 17.272 | -4,03 | 1.035 | 0,78 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 12.789 | -0,28 | 799 | 3,10 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 44.038 | 2.751 | ||||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 30.648 | -0,20 | 1.964 | 2,35 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 2.271 | 0,00 | 142 | 3,68 | ||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 24.473 | -2,45 | 1.529 | 1,66 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 15.642 | -70,61 | 977 | -69,36 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 5.196 | -9,60 | 325 | -5,81 | ||||
| 2026-02-11 | 13F | Capital International Investors | 157.629 | 273,46 | 9.897 | 292,74 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 4.006 | 4,81 | 257 | 7,56 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 3.508 | 219 | ||||||
| 2026-02-11 | 13F | Invst, LLC | 437.929 | 135,16 | 27.357 | 145,18 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 7.996 | -6,01 | 512 | -3,58 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 91.386 | -3,99 | 5.856 | -1,53 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 1.106 | 0,00 | 66 | 0,00 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 81.003 | 3,10 | 5.060 | 7,50 | ||||
| 2026-04-22 | 13F | Motco | 27.874 | -2,93 | 1.786 | -0,39 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 9.342 | -4,69 | 599 | -2,29 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 56 | -65,64 | 3 | -57,14 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 149.353 | 36,34 | 9.571 | 39,85 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 26.244 | 4,25 | 1.682 | 6,93 | ||||
| 2026-02-05 | 13F | Wind River Trust Co | 202.975 | 0,00 | 12.680 | 4,25 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 482.654 | 7,84 | 30.928 | 10,62 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 522.137 | 3,08 | 33.459 | 5,74 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 5.319 | 7,72 | 0 | |||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 22.146 | -10,06 | 1.419 | -7,74 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 877.055 | 8,19 | 54.790 | 12,79 | ||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 19.498 | -2,84 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 244.639 | 2,05 | 15.676 | 4,67 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 27.677 | -1,02 | 1.774 | 1,55 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 4.800 | -11,75 | 308 | -9,44 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 19.948 | -6,31 | 1 | 0,00 | ||||
| 2026-01-30 | 13F | Renasant Bank | 68.291 | -13,64 | 4.266 | -9,96 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 17.272 | 7,53 | 1.079 | 12,06 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 211.521 | 19,60 | 13.554 | 22,68 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 37.481 | 256,93 | 2.341 | 272,18 | ||||
| 2026-01-29 | 13F | Wealth Alliance Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 6.057 | 0,00 | 378 | 4,42 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 4.199 | -11,54 | 262 | -7,75 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 385.382 | -1,07 | 24.075 | 3,14 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 203.463 | -0,06 | 13.038 | 2,52 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 740.868 | 6,26 | 44.393 | 11,86 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 245.797 | 8,03 | 15.751 | 10,81 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 261.782 | 0,68 | 16.354 | 4,96 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 4.455.575 | 4,68 | 278.340 | 9,13 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 228.183 | -1,34 | 14.622 | 1,20 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 24.479 | -0,79 | 1.529 | 3,45 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 18.642 | 35,69 | 1.165 | 41,43 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 44.190 | 1,04 | 2.761 | 5,34 | ||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 39.115 | 2.456 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 196.199 | -1,33 | 12.572 | 1,21 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 9.863 | 0,02 | 616 | 2,33 | ||||
| 2026-02-09 | 13F | First National Trust Co | 79.244 | 25,07 | 4.950 | 30,40 | ||||
| 2026-02-10 | 13F | a16z Perennial Management, L.P. | 377.596 | 673,13 | 23.588 | 706,15 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 164.574 | -3,64 | 10.546 | -1,16 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 864.100 | -0,80 | 53.980 | 3,42 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 130.091 | -8,45 | 8.127 | -4,56 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 3.268 | 204 | ||||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 3.505 | 225 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 760.053 | -2,08 | 48.704 | 0,44 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 195 | 0,00 | 12 | 0,00 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 190.823 | -2,23 | 12.228 | 0,29 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 40.720 | -6,11 | 2.609 | -3,69 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 4.516 | -25,31 | 0 | |||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 21.872 | 295,52 | 1.402 | 306,09 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 28.434 | -6,36 | 1.822 | -3,90 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 423.474 | 4,98 | 27.136 | 7,68 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 9.385 | 124,79 | 589 | 148,10 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 2.482.285 | 14,00 | 155.068 | 18,85 | ||||
| 2026-01-23 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 25.632 | 4,42 | 1.601 | 8,91 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 24.756 | 0,08 | 1.586 | 2,65 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 21.198 | 0,00 | 1.324 | 4,25 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 104.166 | -7,11 | 6.507 | -3,16 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 8.540 | 0,01 | 556 | 4,32 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 13.239 | 2,65 | 848 | 5,34 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 22.421 | 8,16 | 1.437 | 10,97 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 932.957 | 58.282 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 22.658 | 27,40 | 1.415 | 32,86 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 525.701 | -37,31 | 33.687 | -35,69 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 145.696 | 0,29 | 9.102 | 4,56 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 709 | 44 | ||||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 18.729 | 19,48 | 1.200 | 22,57 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 15.874 | -3,67 | 992 | 0,41 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | MA Private Wealth | 13.527 | -22,52 | 845 | -19,22 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.785.505 | 1,19 | 174.010 | 5,49 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 27.377 | 0,20 | 1.710 | 4,46 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 8.099 | 535 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 123.814 | 1,09 | 7.934 | 3,69 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 145.444 | 17,51 | 9.320 | 20,55 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 19.402 | -0,63 | 1.212 | 3,68 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 72.804 | -0,58 | 4.665 | 1,46 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 618.694 | 6,65 | 38.650 | 11,18 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 6.740 | -5,97 | 432 | -3,58 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 51.377 | 2,94 | 3.210 | 7,32 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 3.894 | -5,60 | 243 | -1,62 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 75.728 | -6,63 | 4.853 | -4,22 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 4.124 | 258 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 14.484 | 0,07 | 928 | 2,65 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 9.328 | -10,58 | 583 | -6,88 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 924 | 58 | ||||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 8.498 | 18,54 | 531 | 23,54 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 9.694.457 | 14,19 | 605.613 | 19,05 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 94.174 | 1,68 | 5.883 | 6,02 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 3.164 | 203 | ||||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 8.025 | -0,37 | 501 | 3,94 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 14.841 | 0,00 | 951 | 2,59 | ||||
| 2026-02-03 | 13F | Manske Wealth Management | 192.916 | 0,07 | 12.051 | 4,32 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 314.960 | 0,64 | 19.676 | 4,93 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 31.531 | -1,75 | 1.970 | 2,45 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 349.683 | -2,77 | 21.845 | 1,37 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 11.193 | -7,48 | 717 | -5,03 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 693 | 0,00 | 44 | 2,33 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 4.352 | -31,24 | 272 | -28,50 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 231.301 | 16,72 | 14.449 | 21,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 71.264 | -4,19 | 4.452 | -0,13 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 3.763.436 | -0,56 | 235.102 | 3,67 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 24.834 | -22,05 | 1.488 | -18,06 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 51.950.297 | 6,09 | 3.245.335 | 10,60 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 37.248 | 0,00 | 2.232 | 5,09 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 6.719 | -0,53 | 420 | 3,71 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 4.639 | 0,80 | 290 | 5,09 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 25.114 | 18,91 | 1.609 | 21,99 | ||||
| 2026-02-06 | 13F | Wilian Securities, LLC | 72.482 | 4.528 | ||||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 41.375 | -34,25 | 2.651 | -32,56 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 23.861 | -16,84 | 1.491 | -13,32 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 118.639 | -10,16 | 7.602 | -7,84 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 699.065 | 7,10 | 43.671 | 11,66 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 135.532 | 0,23 | 8.467 | 4,49 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 204 | 0,00 | 13 | 8,33 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 5.609 | 359 | ||||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 490 | 0,00 | 31 | 3,45 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 379.182 | 31,54 | 24 | 35,29 | ||||
| 2026-02-03 | 13F | Climber Capital SA | 85.690 | -3,51 | 5.347 | 6,18 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 90 | 6 | ||||||
| 2026-01-30 | 13F | Toews Corp /adv | 381.059 | -6,62 | 23.805 | -2,65 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 11.411.762 | -1,21 | 712.893 | 3,00 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 256.213 | 0,65 | 16.006 | 4,94 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 26.429 | 37,23 | 1.694 | 40,73 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 6.454 | -0,34 | 414 | -3,05 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 567 | 0 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 48.862 | 246,96 | 3.131 | 256,20 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 473.469 | -11,56 | 29.578 | -7,80 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 285 | 0,00 | 18 | 5,88 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 9.091 | 0,00 | 583 | 2,65 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 4.870 | 2,59 | 304 | 7,04 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 93.579 | 30,24 | 5.846 | 35,77 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 8.419 | 105,59 | 539 | 111,37 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12.315 | -4,19 | 789 | -1,62 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 77.678 | 0,34 | 4.978 | 2,94 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 33.629 | -0,54 | 2.101 | 3,70 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 2.226.081 | 1,01 | 139.063 | 5,31 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 59.006 | 0,47 | 3.686 | 4,78 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 12.676 | 1,43 | 792 | 5,05 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 197.735 | 24,76 | 12.353 | 30,06 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 31.779 | 2,41 | 2.178 | 13,85 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15.504 | 0,43 | 969 | 4,65 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 15.566 | 7,03 | 972 | 11,60 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 32.997.394 | 3,97 | 2.061.428 | 8,41 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 9.033 | 564 | ||||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 18.525 | 0,43 | 1.157 | 4,71 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 22.127 | -1,95 | 1.418 | 0,57 | ||||
| 2026-04-24 | 13F | Balentine LLC | 403.190 | -2,03 | 25.836 | 0,50 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 139.666 | 6,62 | 8.950 | 9,36 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 68.894 | -0,93 | 4.415 | 1,61 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 8.609 | 7,09 | 538 | 11,64 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 214.603 | 13,64 | 13.752 | 16,56 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 17.451 | -4,52 | 1.090 | -0,46 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 990.514 | 16,71 | 61.877 | 21,68 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 28.361 | 0,00 | 1.772 | 4,24 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 265.496 | -2,47 | 17.013 | 0,05 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 236.578 | 3,61 | 15.160 | 6,27 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 25.537 | 1.595 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 18.549 | 0,00 | 1.159 | 4,23 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 1 | 0 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 397.487 | 5,07 | 24.831 | 9,54 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 4.096 | 16,30 | 262 | 19,09 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 154.582 | 2,60 | 9.906 | 5,25 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 1.069.091 | -2,94 | 68.507 | -0,44 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 75.036 | -2,05 | 4.808 | 0,48 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 109.305 | 5,36 | 6.828 | 9,85 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 4.535 | 0,00 | 291 | 2,47 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 28.053.327 | -2,35 | 1.752.491 | 1,80 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 3.234 | 202 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 5.264.817 | 10,84 | 328.893 | 15,56 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 81.000 | 2.031,58 | 5.060 | 2.129,07 | |||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 34 | 0,00 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 5.182 | 0,00 | 324 | 4,19 | ||||
| 2026-02-12 | 13F | Alps Advisors Inc | 1.341.636 | -0,69 | 83.812 | 3,54 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 81.757 | -1,34 | 5.239 | 1,20 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 63.699 | -3,80 | 3.979 | 0,30 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.037.450 | -0,88 | 66.480 | 1,68 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 3.128 | 92,26 | 0 | |||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 8.060 | -33,76 | 516 | -32,11 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 175.655 | -1,30 | 10.525 | 3,75 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 42.610 | -2,92 | 2.662 | 1,18 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 74.889 | -1,99 | 4.799 | 0,52 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 365.934 | 8,32 | 25.370 | 17,09 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 20.697 | 25,70 | 1.326 | 28,99 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 122.834 | 4,34 | 7.673 | 8,78 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 16.861 | 208,87 | 1.053 | 222,02 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 6.554 | -9,07 | 420 | -6,89 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 56.602 | 1,36 | 3.627 | 3,99 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 17.477 | 5,12 | 1.120 | 7,80 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 25.547 | 5,61 | 1.637 | 8,34 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 56.602 | 3.627 | ||||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 30.518 | -1,80 | 1.906 | 2,36 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 13.444.679 | 11,30 | 897.029 | 23,93 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 8.188 | -2,14 | 511 | 2,00 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 84.837 | -0,70 | 5.300 | 3,52 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 240.303 | 734,97 | 15.012 | 770,71 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 604.120 | 0,16 | 40.970 | 8,73 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 29.711 | -0,49 | 1.904 | 2,04 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 28.405 | -10,49 | 1.914 | 0,63 | ||||
| 2026-04-16 | 13F | Meadowbrook Advisors Group, LLC | 109.204 | -0,99 | 6.998 | 1,55 | ||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 173.226 | 1,42 | 10.821 | 5,75 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 16.291 | 30,24 | 1.044 | 33,55 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 36.267 | -0,23 | 2.266 | 3,99 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JT Stratford LLC | 55.569 | -37,44 | 3.471 | -34,78 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 40.804 | 2,97 | 2.615 | 5,62 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 336.393 | 15,74 | 21.014 | 20,66 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 41.135 | 1,95 | 2.570 | 6,29 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 317.465 | 9,11 | 19.832 | 13,76 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 32.360 | 6,56 | 2.074 | 9,28 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 28.575 | 8,69 | 1.831 | 11,51 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 6.346 | -1,96 | 407 | 0,50 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.151 | 202 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.604.874 | 1.605 | ||||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 3.265 | 204 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 14.046 | 900 | ||||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 58.325 | 10,78 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 3.696 | 5,21 | 231 | 9,52 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 898.383 | 1,22 | 57.568 | 3,83 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 82.714 | 2.149,50 | 5.167 | 2.248,64 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 115.261 | 45,91 | 7.200 | 52,12 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 5.916 | 2,58 | 379 | 5,28 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 3.509 | 0,00 | 219 | 4,29 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20.312 | 6,87 | 1.302 | 9,60 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 135.515 | 6,25 | 8.466 | 10,77 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 174.321 | 0,00 | 10.890 | 4,25 | ||||
| 2026-02-11 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 15.369 | 0,00 | 960 | 4,35 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 15.535 | 5,07 | 970 | 9,60 | ||||
| 2026-04-13 | 13F | Trust Co | 803.197 | 1,50 | 51.469 | 4,11 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 4.941 | 0,00 | 322 | 1,58 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 11.074 | -3,63 | 692 | 0,44 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 44.861 | -0,07 | 2.875 | 2,50 | ||||
| 2026-02-12 | 13F | Voya Investment Management Llc | 5.763.869 | 20,49 | 360.069 | 25,62 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 5.748 | -30,56 | 368 | -28,82 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 4.479 | 0,00 | 280 | 4,10 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 209.043 | 12,71 | 13.059 | 17,50 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 4.798 | -40,09 | 307 | -38,60 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 206.354 | -2,86 | 12.891 | 1,26 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 21.291 | -0,75 | 1.364 | 1,79 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 38.982 | -1,59 | 2.498 | 0,93 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 176.219 | 0,27 | 11.008 | 4,54 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 76.961 | 94,70 | 4.932 | 99,72 | ||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 4.848 | 2,47 | 303 | 6,71 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 20.427.521 | 0,55 | 1.276.110 | 4,83 | ||||
| 2026-02-05 | 13F | Spectrum Strategic Capital Management, LLC | 119.317 | 7.454 | ||||||
| 2026-02-10 | 13F | Excalibur Management Corp | 3.648 | -6,41 | 228 | -2,58 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 533.099 | 11,02 | 33.303 | 15,74 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 15.285 | -39,55 | 955 | -37,03 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 65.793 | 8,56 | 4.110 | 13,19 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 618.310 | 1,14 | 39.621 | 3,74 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 559.449 | 3,38 | 34.949 | 7,78 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 5.536 | 0,82 | 346 | 4,86 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 163.077 | 10.187 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 14.278.396 | 6,07 | 891.971 | 10,58 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 1.161 | 0,00 | 73 | 4,35 | ||||
| 2025-11-05 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 72.039 | -1,57 | 5 | 0,00 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 9.977 | 0,00 | 623 | 4,36 | ||||
| 2026-04-23 | 13F | American National Bank | 5.811 | -1,69 | 372 | 0,81 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 177.638 | -0,20 | 11.097 | 4,05 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3.833 | -4,98 | 239 | -0,83 | ||||
| 2026-02-05 | 13F | Lockheed Martin Investment Management Co | 1.250.000 | 0,00 | 78.088 | 4,26 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1.258.426 | -0,41 | 78.614 | 3,83 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 306.852 | -4,03 | 19.169 | 0,05 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 39.411 | 28,18 | 2.526 | 31,51 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 18.190 | 23,29 | 1.136 | 28,51 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 799.373 | -2,15 | 51.085 | 0,10 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 22.908 | 1,85 | 1.468 | 4,41 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 6.409 | 0,00 | 411 | 2,50 | ||||
| 2026-04-16 | 13F | Security National Bank | 4.800 | 2,52 | 308 | 5,14 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.554.354 | 99.603 | ||||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 4.540 | 140,08 | 284 | 150,44 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 65.101 | -0,31 | 4.172 | 2,26 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 231.513 | 7,40 | 14.463 | 11,97 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 8.172 | 0,00 | 510 | 4,29 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 39 | 2 | ||||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 205.116 | 4,16 | 12.291 | 9,48 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 385.705 | -2,62 | 24.716 | -0,11 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 672.129 | -0,96 | 41.988 | 3,26 | ||||
| 2026-04-21 | 13F | Ketron Financial | 18.975 | -0,32 | 1.216 | 2,19 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 67.376 | 7,88 | 4.317 | 10,66 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 353.659 | -4,65 | 22.093 | -0,59 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 4.864 | 312 | ||||||
| 2026-02-03 | 13F | Vectors Research Management, LLC | 119.009 | 3,63 | 7.434 | 8,04 | ||||
| 2026-02-03 | 13F | Maple Capital Management, Inc. | 3.578 | 223 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 247.152 | -0,54 | 15.837 | 2,02 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 412.934 | 8,52 | 26.461 | 11,32 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 12.368 | 283,15 | 793 | 294,03 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 20.486 | 27,58 | 1.313 | 30,81 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 62.173 | -5,40 | 3.884 | -1,37 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 57.785 | -6,20 | 3.610 | -2,22 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 28.896 | -1,09 | 1.852 | 1,48 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 401.680 | 15,10 | 25.093 | 19,99 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 14.691 | 14,01 | 918 | 18,78 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.677 | -33,84 | 230 | -31,23 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 90.864 | -25,00 | 6 | -28,57 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 204.884 | -0,70 | 13.129 | 1,85 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 21.029 | 0,00 | 1.314 | 4,21 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 3.386 | 169.200,00 | 212 | 4,46 | ||||
| 2026-02-12 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 3.153 | 202 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 55.734 | -18,42 | 3.482 | -14,95 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 21.673 | 13,07 | 1.354 | 17,86 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 201.325 | 0,37 | 12.901 | 2,95 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 333.953 | 0,00 | 20.862 | 0,00 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 15.571 | 9,14 | 998 | 11,90 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 249.586 | 9,55 | 15.993 | 12,37 | ||||
| 2026-01-23 | 13F | Hardman Johnston Global Advisors LLC | 26.640 | 1.664 | ||||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 6.106 | 381 | ||||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 10.951 | 8,03 | 684 | 12,69 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 19.351 | -8,85 | 1.240 | -6,49 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3.263 | 0,00 | 209 | 2,96 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 29.771 | 22,69 | 1.908 | 25,87 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.239 | 8,05 | 640 | 12,50 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 4.754.095 | 9,90 | 296.988 | 14,58 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 3.548 | 0,00 | 227 | 2,71 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 132.196 | -0,21 | 8.471 | 2,37 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 9.337 | 154,97 | 598 | 162,28 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 58.645 | 0,32 | 3.664 | 4,60 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 13.454 | 75,69 | 862 | 80,33 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.562.638 | -2,91 | 160.088 | 1,22 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 6.583 | 0,00 | 422 | 2,43 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 874.716 | -13,80 | 56.052 | -11,58 | ||||
| 2026-02-13 | 13F | Wright Wealth Llc | 102.480 | 6.402 | ||||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 307.525 | 21,23 | 19 | 26,67 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 55.118 | 33,60 | 3.532 | 37,02 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 12.078 | 755 | ||||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 8.193 | 512 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 854.504 | 3,61 | 53.381 | 8,02 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 155.021 | -1,29 | 9.934 | 1,25 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 10.575 | 21,73 | 678 | 24,91 | ||||
| 2026-02-12 | 13F | Laffer Investments | 12.142 | 0,00 | 759 | 4,26 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 13.730 | 880 | ||||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 7.084 | 0,73 | 443 | 4,99 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 17.224 | 81,88 | 1.076 | 89,59 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 728.016 | 1,23 | 45.479 | 5,54 | ||||
| 2025-11-14 | 13F | Luken Investment Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 616.144 | -41,81 | 38.490 | -39,34 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 36.067 | 0,00 | 2.311 | 2,57 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 17.533 | 0,00 | 1.159 | 10,29 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 62.876 | 919,56 | 3.928 | 964,23 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 65.659 | -9,08 | 4.207 | -6,74 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 181.890 | 41,35 | 12.150 | 57,59 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 11.092.054 | 2,10 | 692.921 | 6,45 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 315.371 | 1,58 | 17.979 | 1,58 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 15.930 | -1,03 | 1.021 | 1,49 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 67.709 | 4.339 | ||||||
| 2026-04-15 | 13F | RCW Management, LLC | 45.026 | 27,42 | 2.885 | 30,72 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 7.089 | 0,00 | 454 | 2,71 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 11.858 | -12,21 | 760 | -9,96 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 4.360 | -8,48 | 272 | -4,56 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 7.093 | 443 | ||||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 11.759 | 40,36 | 743 | 55,77 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 793 | 2,32 | 54 | 8,00 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 64.156 | -27,58 | 4.111 | -25,71 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 35.988 | 1,71 | 2.306 | 4,34 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 58.266 | 0,05 | 3.640 | 4,30 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 6.951 | -0,53 | 0 | |||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 4.827 | -16,40 | 309 | -14,17 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 33.357 | 0,44 | 2.138 | 3,04 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 176.990 | 92,82 | 11.057 | 101,05 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 3.952 | 0,00 | 253 | 2,85 | ||||
| 2026-02-03 | 13F | Bokf, Na | 1.083.730 | -3,44 | 67.701 | 0,67 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 32.640 | 49,61 | 2.039 | 56,01 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 14.287 | 3,46 | 916 | 6,15 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 13.712 | 7,09 | 857 | 10,59 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 8.320 | -13,51 | 533 | -11,17 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 49.581 | 3,09 | 3.177 | 5,76 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 21.933 | -21,50 | 1.405 | -19,48 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 15.412 | -5,12 | 988 | -2,66 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 123.451 | 4,32 | 7.712 | 8,76 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 34.873 | 2.179 | ||||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 226.761 | -9,83 | 14.166 | -6,00 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 1.914 | 0,00 | 120 | 0,00 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 102.296 | 6.390 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 3.789 | 237 | ||||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 27.743.539 | 13,70 | 1.729.655 | 18,51 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 2.277.980 | 117,29 | 142.305 | 126,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 858.247 | 3,17 | 55 | 5,88 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 32.771 | 2,86 | 2.047 | 7,23 | ||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 7.079 | -4,43 | 454 | -1,95 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 20.949 | 155,13 | 1.342 | 2,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 150.469 | 54,64 | 9.642 | 58,64 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 7.133 | 29,17 | 446 | 34,85 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 5.416 | 0,00 | 338 | 4,32 | ||||
| 2026-01-29 | 13F | UBS Group AG | 27.524.012 | -1,32 | 1.719.425 | 2,88 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 7.176 | 0,06 | 460 | 2,46 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 4.990 | -0,10 | 320 | 2,24 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 17.190 | 9,29 | 1.074 | 13,91 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 11.498 | 1,51 | 718 | 5,90 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 291.269 | 1,04 | 18.665 | 3,64 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 8.256 | -0,27 | 516 | 3,83 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 212.549 | -2,69 | 13.620 | -0,18 | ||||
| 2026-04-13 | 13F | Rydar Equities, Inc. | 20.632 | 2,67 | 1.322 | 5,34 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 562 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 250.611 | 114,84 | 16.059 | 120,38 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 6 | 0 | ||||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 1.284 | 0,00 | 80 | 5,26 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 515.743 | 1,39 | 32.233 | 5,76 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 7.658 | 1,62 | 478 | 5,99 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 24.586 | 17,92 | 1.575 | 20,97 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 9.377 | 3,57 | 650 | 7,62 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 5 | 0 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 43.206 | -6,39 | 2.769 | -3,99 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 34.844.186 | 4,28 | 2.175.185 | 8,64 | ||||
| 2026-02-17 | 13F | Wit, Llc | 7.490.656 | 88,95 | 467.941 | 96,99 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 366.593 | 273,69 | 23.491 | 283,34 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 195.837 | 12.234 | ||||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 7.105 | 0,00 | 444 | 4,24 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 295.068 | 17,20 | 18.908 | 20,22 | ||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 979.288 | 2,32 | 61.176 | 6,67 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 38.200 | 0,00 | 2.386 | 4,28 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 7.123 | 13,68 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 34.275 | -0,24 | 2.196 | 2,33 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 158.533 | 16,87 | 9.904 | 21,84 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 30.238 | 6,19 | 1.889 | 10,67 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 6.356 | 0,00 | 407 | 2,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.219.453 | 23,08 | 209.714 | 28,34 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 21.032 | -3,59 | 1.314 | 0,46 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 109.217 | 47,70 | 6.999 | 51,50 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 4.158 | 260 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 30.166.421 | 5,70 | 1.884.496 | 10,19 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 3.174 | 203 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 33.666 | -3,86 | 2.157 | -1,37 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 7.526 | -62,47 | 482 | -61,50 | ||||
| 2026-01-28 | 13F | Walker Financial Services, Inc. | 63.657 | 49,31 | 3.977 | 55,68 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 30.847 | 2,70 | 1.927 | 7,12 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 22.169 | 0,00 | 1.385 | 4,22 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 532.889 | 105,50 | 33.290 | 114,26 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 214.116 | 3,97 | 13.376 | 8,40 | ||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 141.949 | -1,07 | 9.096 | 1,48 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 15.352 | 0,04 | 984 | 2,61 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 13.980 | 7,27 | 927 | 17,22 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.431 | 194,67 | 156 | 203,92 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 195.398 | 7,24 | 12.207 | 11,81 | ||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 149.094 | 9.314 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 185.034 | -2,01 | 11.559 | 2,16 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 95.994 | 16,87 | 6.151 | 19,90 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 15.777 | 0,18 | 986 | 4,45 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 127.279 | -1,99 | 7.951 | -1,98 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 96.345 | -1,89 | 6.174 | 0,64 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 51.003 | 1,96 | 3.268 | 4,61 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 37.242 | 19,67 | 2.327 | 24,79 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 7.792 | 9,58 | 487 | 14,08 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.741.699 | -1,61 | 111.608 | 0,93 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 13.251 | 0,00 | 849 | 2,66 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 7.066 | -8,90 | 453 | -6,61 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 284.792 | 0,14 | 18.249 | 2,72 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 11.660 | 0,41 | 728 | 4,75 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 24.211 | 12,48 | 1.551 | 15,40 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 374.277 | 43,95 | 23.381 | 50,07 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 1.014.172 | 0,16 | 63.355 | 4,42 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 5.566 | -83,63 | 362 | -83,35 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 3.286 | 211 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.145.549 | 6,96 | 71.562 | 11,51 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 61.269 | 1,74 | 3.828 | 6,07 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 21.837 | 2,87 | 1.364 | 7,32 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 20.082 | 77,40 | 1.255 | 84,96 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 10.182 | 24,44 | 652 | 27,59 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 5.423 | 0,00 | 348 | 2,66 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 23.663 | 0,00 | 1.516 | 2,57 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 632.694 | 3,13 | 40.543 | 5,79 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 1.116 | 0,00 | 70 | 4,55 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 528.729 | 42,36 | 33.881 | 46,02 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 12.785 | 1,52 | 799 | 5,84 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 57.784 | -9,98 | 3.703 | -7,68 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 41.141 | 2.570 | ||||||
| 2026-02-04 | 13F | Centric Wealth Management | 4.308 | 286 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 4.857.553 | 2,45 | 303.507 | 7,55 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 257.376 | 1,13 | 16.493 | 3,74 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 34.924 | -71,27 | 2.182 | -69,16 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 325.021 | 2,08 | 20.827 | 4,71 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 599.739 | 9,36 | 38.431 | 12,18 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 818.156 | -1,02 | 52.427 | 1,53 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 5.387 | 7,23 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 7.343 | 38,29 | 471 | 41,99 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 395.812 | 11,97 | 25.364 | 14,85 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 721.999 | 1,44 | 46.266 | 4,06 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 1.419.834 | 90,87 | 89 | 100,00 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 5.559 | -6,74 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 8.615 | 17,80 | 516 | 24,04 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 120.765 | 11,61 | 7.544 | 16,37 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 27.028 | -0,04 | 1.688 | 4,20 | ||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 119.901 | 2,28 | 7.683 | 4,92 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 34.313 | 12,80 | 2.199 | 15,68 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 7.395 | 474 | ||||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 20.368 | 11,99 | 1.305 | 19,83 | ||||
| 2026-04-24 | 13F | United Community Bank | 37.216 | 3,05 | 2.385 | 5,67 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 12.450 | 8,43 | 778 | 12,94 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 11.355 | -10,60 | 709 | -6,83 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 71.902 | 2,43 | 4.492 | 6,78 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 12.044 | 1,81 | 772 | 4,33 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 6.053 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 51.605 | 77,71 | 3.224 | 85,29 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 49.754 | -5,54 | 3.108 | -1,52 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 22.546 | 5,87 | 1.445 | 8,57 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 181.652 | 8,82 | 11 | 10,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 3.630.720 | 0,37 | 226.811 | 4,64 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 18.107 | -3,26 | 1.177 | 4,16 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 58.143 | 6,22 | 3.632 | 10,77 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 53.347 | -1,02 | 3.333 | 3,19 | ||||
| 2026-02-10 | 13F | Mcdaniel Terry & Co | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 775.289 | -5,84 | 46.455 | -1,03 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 6.070 | 0,38 | 379 | 4,70 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 112.101 | -1,97 | 7.183 | 0,56 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 387 | 24 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 357.365 | 7,52 | 22.900 | 10,29 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 87.124 | -82,12 | 5.583 | -81,66 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 167.304 | 15,66 | 10.721 | 18,64 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 7.615 | -7,85 | 488 | -5,62 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.321 | 96,86 | 139 | 107,46 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 85.612 | -6,39 | 5.348 | -2,41 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 147.541 | 8,73 | 9.217 | 13,36 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 18.436 | 41,73 | 1.181 | 41,78 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.649.530 | 2,82 | 233.862 | 5,47 | ||||
| 2026-04-13 | 13F | Harrington Investments, INC | 5.000 | 0,00 | 320 | 2,56 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 509.610 | -0,82 | 32.656 | 1,74 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 4.270 | -0,30 | 274 | 2,25 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 4.381 | 274 | ||||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 23.579 | 1.473 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 9.146 | 0,00 | 586 | 2,63 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 861.007 | 4,37 | 55.173 | 7,06 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 272.425 | -0,25 | 17.457 | 2,32 | ||||
| 2026-02-18 | 13F | State of Tennessee, Treasury Department | 4.321.161 | -0,82 | 286.061 | 9,58 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 147.668 | -1,52 | 9.225 | 2,67 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 3.461 | 222 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 67.326 | 4.206 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 3.480 | 223 | ||||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 3.645 | 0,00 | 234 | 2,64 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 51.236 | -7,22 | 3.283 | -4,81 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 16.254 | 8,14 | 1.015 | 12,78 | ||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 414.194 | -5,99 | 25.875 | -1,99 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 31.243 | -0,41 | 2.002 | 2,19 | ||||
| 2026-02-17 | 13F | Pine Ridge Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 17.912 | -17,60 | 1.119 | -14,13 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 589.532 | 4,39 | 37.017 | 9,40 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 3.373 | 0,00 | 216 | 2,86 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 23.003 | 3,52 | 1.474 | 6,20 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 57.589 | -1,70 | 3.598 | 2,48 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 38.461 | 0,00 | 2.465 | 2,58 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 60.490 | -2,49 | 3.779 | 1,67 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 92.750 | 14,28 | 5.943 | 17,22 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 71.893 | 35,31 | 4.491 | 41,09 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 40.613 | 0,00 | 2.602 | 2,56 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 49.254 | 14,51 | 3.156 | 22,47 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 40.819 | 0,11 | 2.616 | 2,67 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 17.496 | 18,70 | 1.185 | 19,82 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Apriem Advisors | 573.649 | -0,89 | 35.836 | 3,33 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 172.662 | 27,46 | 11.247 | 32,91 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 8.519 | 1,36 | 546 | 3,81 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 10.738 | 671 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 5.981 | 0,32 | 383 | 2,96 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 777.465 | 0,31 | 48.568 | 4,58 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 293.268 | 2,85 | 18.320 | 4,95 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 78.478 | 1,01 | 4.903 | 5,31 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 5.756 | 20,39 | 369 | 23,49 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 45.243 | -2,50 | 2.826 | 1,65 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 7.379 | -28,49 | 461 | -25,57 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 295.009 | 2,65 | 18.429 | 7,02 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 44.199 | -0,09 | 2.761 | 4,15 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 157.328 | 8,96 | 10.082 | 11,76 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 126.719 | 1,90 | 8.120 | 4,53 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 57.471 | -0,75 | 3.683 | 1,80 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Nexus Investment Management ULC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 29.849 | 38,95 | 1.913 | 42,58 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 23.819 | 2,36 | 1.526 | 5,02 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 88.952 | 0,40 | 5.557 | 4,65 | ||||
| 2026-04-09 | 13F | P/E Global LLC | 232.135 | 14.875 | ||||||
| 2026-02-03 | 13F | Financial Counselors Inc | 91.445 | -13,41 | 5.713 | -9,72 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 395.639 | 15,45 | 24.716 | 20,36 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 7.971 | -5,90 | 498 | -1,78 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 6.728 | 0,00 | 431 | 2,62 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 10.098 | 3,41 | 631 | 7,69 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 1.012.021 | 5,06 | 63.221 | 9,53 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 23.556 | 16,37 | 1.509 | 19,38 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 8.515 | 0,75 | 532 | 4,94 | ||||
| 2026-02-11 | 13F | ARGI Investment Services, LLC | 284.053 | 17.745 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 14.316 | 7,24 | 917 | 10,08 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 29.508 | -85,03 | 1.891 | -84,65 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.916.820 | 16,31 | 119.725 | 20,06 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 6.951 | -1,88 | 445 | 0,68 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 10.393 | 22,26 | 666 | 25,24 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 369.314 | 1,69 | 23.071 | 6,02 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 5.428 | 42,62 | 348 | 46,41 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 2.354 | 0,00 | 147 | 4,26 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 435.010 | 8,38 | 27.175 | 12,99 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 6.432 | -1,26 | 402 | 2,82 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 67.034 | 4.188 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 324.323 | 5,72 | 20.783 | 109.284,21 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 536.709 | 2,52 | 34.392 | 5,16 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 5.318 | 13,75 | 341 | 16,44 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 213.493 | 1,88 | 13.337 | 6,21 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 1.157.964 | -0,33 | 74.202 | 2,24 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 771.539 | 12,41 | 49.440 | 15,30 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 5.609 | 350 | ||||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 53.024 | 1,05 | 3.398 | 3,66 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 22.311 | 19,19 | 1.394 | 24,26 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 101.922 | 270,41 | 6.531 | 280,15 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.528.966 | 414,44 | 95.515 | 436,35 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 21.230 | -42,48 | 1.326 | -40,03 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 3.459 | 222 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 37.345 | 85,44 | 2.393 | 90,22 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 172.013 | 34,41 | 11.023 | 37,88 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 83.960 | 5.245 | ||||||
| 2026-02-06 | 13F | Intrust Bank Na | 566.257 | -1,87 | 35.374 | 2,31 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 403.001 | 2,18 | 25.824 | 4,81 | ||||
| 2026-04-10 | 13F | Novem Group | 29.616 | 9,29 | 1.898 | 12,12 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 11.769 | -54,90 | 735 | -52,98 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 67.475 | -32,17 | 4.215 | -29,28 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 22.949 | 0,00 | 1.434 | 4,22 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 4.700 | -3,15 | 301 | -0,66 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 352.211 | -0,52 | 22.570 | 2,04 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 89.894 | -0,70 | 5.616 | 3,52 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 210.402 | -3,19 | 13.144 | 0,92 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 873.231 | 7,56 | 54.551 | 12,14 | ||||
| 2026-02-12 | 13F | Eight 31 Financial Llc | 3.457 | 0,88 | 216 | 4,88 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 105.888 | 5,20 | 6.785 | 3,84 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 13.813 | 4,61 | 863 | 8,98 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 3.863 | 0,73 | 241 | 5,24 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 169.792 | 0,46 | 10.880 | 3,05 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 21.906 | -10,64 | 1.404 | -8,36 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 6.866 | 22,11 | 424 | 32,19 | ||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 57.612 | 61,70 | 3.599 | 68,65 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 3.377 | 0,00 | 211 | 3,96 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 109.282 | 9,02 | 7.003 | 11,82 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 11.642 | 0,00 | 746 | 2,61 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 156.844 | 8,92 | 9.798 | 13,56 | ||||
| 2026-02-12 | 13F | Waters Parkerson & Co., Llc | 62.590 | 7,75 | 3.910 | 12,33 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 666.886 | 22.129,53 | 42.734 | 22.752,41 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 45.213 | 13,30 | 2.824 | 18,11 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 7.351 | 0,07 | 459 | 4,32 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 107.047 | -1,80 | 6.687 | 2,37 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 457 | -88,23 | 29 | -87,93 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 40.856 | -4,49 | 2.851 | 6,66 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 22.959 | 25,21 | 1.434 | 30,60 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 189.847 | 1,51 | 12.165 | 4,13 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 13.465 | -5,07 | 841 | -0,94 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 4.017 | -45,79 | 251 | -42,53 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 70.680 | 13,46 | 4.415 | 18,30 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 510.420 | -9,82 | 32.708 | -7,49 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 1.775 | 105,68 | 111 | 115,69 | ||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 410 | 1,49 | 26 | 4,17 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 3.950 | 247 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 59.344 | -0,92 | 3.707 | 3,32 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 165.470 | 10,85 | 10.337 | 15,56 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 4.604.747 | 0,66 | 287.658 | 4,94 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 3.128.031 | -6,36 | 195 | -2,50 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 6.415 | 401 | ||||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 1.266 | 322,00 | 76 | 400,00 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 81.967 | 15,14 | 5.120 | 20,05 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 24.845 | -0,40 | 1.592 | 2,18 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 125 | -74,80 | 8 | -75,86 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 20.912 | 34,45 | 1.306 | 40,13 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 5.168 | 2,05 | 323 | 6,27 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 266.993 | 13,13 | 17.109 | 16,04 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 4.094 | 2,38 | 262 | 5,22 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 39.256 | 4,73 | 2.452 | 9,17 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 5.768 | 61,66 | 360 | 69,01 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 95.106 | -5,15 | 6.094 | -2,70 | ||||
| 2026-02-11 | 13F | Brandes Investment Partners, Lp | 4.208 | 263 | ||||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 45.823 | -0,55 | 2.863 | 3,70 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 102.465 | 95,23 | 4.791 | 52,35 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 9.885 | -2,18 | 674 | -3,03 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 1.049.888 | 4,10 | 65.586 | 8,53 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 14.680 | -0,20 | 917 | 4,09 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 10.263 | 0,00 | 658 | 2,50 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 9.022 | -1,32 | 564 | 2,93 | ||||
| 2026-02-04 | 13F | Knuff & Co LLC | 478 | 0,00 | 30 | 3,57 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 288.278 | 19,72 | 18.473 | 22,80 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 701 | 70.000,00 | 44 | |||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 12.382 | 188,62 | 853 | 205,38 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 4.373 | 0,25 | 273 | 4,60 | ||||
| 2026-01-26 | 13F | Strid Group, LLC | 583.541 | 4,82 | 36.454 | 9,28 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 159.323 | -5,60 | 8.807 | -2,30 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 4.165.019 | 3,88 | 260.189 | 8,30 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 12.022 | 770 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 3.281 | -14,96 | 210 | -12,86 | ||||
| 2026-01-27 | 13F | Pavion Blue Capital, LLC | 3.995 | 0,00 | 250 | 4,18 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 417.953 | 26.110 | ||||||
| 2026-02-12 | 13F | JRM Investment Counsel, LLC | 631.723 | 1,97 | 39.464 | 6,31 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 10.343 | 0,00 | 646 | 4,36 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 303.188 | -37,55 | 18.940 | -34,89 | ||||
| 2026-02-17 | 13F | Creative Planning | 124.175.031 | -3,05 | 7.757.214 | 1,07 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 63.064 | 0,78 | 4.041 | 3,40 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 112.577 | -1,63 | 7.214 | 0,91 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 10.222 | -28,52 | 655 | -26,65 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 3.480 | -4,71 | 223 | -2,63 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 10.508 | -3,13 | 673 | -0,59 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13.048 | 3,95 | 815 | 8,38 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 3.750 | 234 | ||||||
| 2026-01-22 | 13F | True North Advisors, LLC | 174.258 | 10.886 | ||||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 23.084 | -0,10 | 1.481 | 4,82 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29.797 | -10,94 | 1.909 | -16,93 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 513.626 | 10,11 | 32.086 | 14,80 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 17.150 | -0,83 | 1.099 | 1,76 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 925.625 | -1,40 | 57.824 | 2,79 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 7.155 | 0,39 | 458 | 2,92 | ||||
| 2026-01-23 | 13F | Axos Invest Inc. | 507.798 | 3,70 | 31.722 | 8,11 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 21.445 | 8,64 | 1.340 | 13,28 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 81.829 | 38,38 | 5.244 | 41,93 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 55.154 | -8,23 | 3.534 | -5,86 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 2.387 | 149 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 29.495 | 8,46 | 1.890 | 11,31 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 64.298 | -1,97 | 4.120 | 0,56 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 334.329 | 2,68 | 20.886 | 6,25 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 2.612 | 0,00 | 163 | 4,49 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 65.778 | 16,56 | 4.215 | 19,57 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 34.551 | -80,28 | 2.214 | -79,77 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 451.513 | 4,00 | 28.933 | 6,68 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 43.584 | 8,76 | 2.793 | 11,55 | ||||
| 2026-02-13 | 13F | VPR Management LLC | 525.600 | 0,00 | 32.834 | 4,26 | ||||
| 2026-02-11 | 13F | E&R Wealth Management, LLC | 157.419 | 9.834 | ||||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 755.421 | 1,68 | 47.191 | 6,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.812.926 | 1.113,68 | 238.193 | 1.165,37 | ||||
| 2026-02-20 | 13F | Verus Advisory, Inc. | 152.270 | 9.561 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 3.588 | -1,32 | 224 | 3,23 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 540.708 | 4,18 | 34.649 | 6,86 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 779.154 | 0,97 | 49.928 | 0,22 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 16.135 | -19,99 | 967 | -15,93 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 123.634 | 5,71 | 7.922 | 8,43 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 141.015 | -1,72 | 8.747 | -2,91 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 5.265 | 0,06 | 337 | 2,74 | ||||
| 2026-03-27 | 13F | Fell Capital Management /adv | 7.438 | 465 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 174.636 | -0,61 | 11.191 | -0,41 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 1.500.723 | 263,63 | 93.750 | 279,11 | ||||
| 2026-02-10 | 13F | Black Cypress Capital Management, LLC | 15.121 | -1,45 | 945 | 2,72 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 10.034 | 16,89 | 643 | 19,78 | ||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 9.897 | 0,00 | 564 | 0,00 | ||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 167.860 | -12,76 | 10.486 | -9,05 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 26.734 | 1.670 | ||||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 4.069 | 0,00 | 254 | 4,53 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 1.435 | -18,70 | 106 | 5,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 900.266 | 4,50 | 57.689 | 7,20 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 103.043 | 0,88 | 6.437 | 5,18 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 423.574 | 1,66 | 26.461 | 5,98 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12.579 | 144,11 | 806 | 151,09 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 12.709 | -0,78 | 814 | 1,75 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 13.845 | -16,94 | 865 | -13,43 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 6.658 | 4,65 | 427 | 7,30 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 168.565 | 4,39 | 11 | 11,11 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 16.938 | -2,97 | 1.058 | 1,24 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 29.252 | -1,87 | 1.874 | 0,64 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 633.333 | -1,59 | 39.564 | 2,60 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 238.514 | 73,50 | 14.900 | 80,89 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 5.587 | 1,01 | 349 | 5,44 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 10.669 | -21,20 | 684 | -19,17 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 6.718 | 0,00 | 420 | 4,23 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 14.918 | 3,10 | 932 | 7,51 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 30.618 | -3,85 | 1.962 | -1,36 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 14.121 | 11,10 | 970 | 22,32 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 17.876 | -7,29 | 1.117 | -3,38 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 12.768.794 | 0,28 | 797.667 | 4,55 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 1.705.959 | -63,41 | 106.571 | -61,85 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 9.143 | 7,64 | 586 | 10,38 | ||||
| 2026-02-09 | 13F | Mondrian Investment Partners LTD | 29.918 | -87,13 | 1.869 | -86,59 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 158.063 | 37,21 | 9.874 | 43,06 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 8.497 | 0,33 | 544 | 2,84 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 7.681 | 480 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 28.541.648 | 0,32 | 1.782.997 | 4,59 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 6.870 | -49,95 | 440 | -48,66 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 17.224 | -0,78 | 1.104 | 1,75 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 155.203 | 14,19 | 9.945 | 17,14 | ||||
| 2026-02-17 | 13F | Bank OZK | 6.073 | -0,46 | 379 | 3,84 | ||||
| 2026-04-10 | 13F | Auto-Owners Insurance Co | 1.178.750 | 0,00 | 75.534 | 2,58 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 8.648 | 0,95 | 540 | 5,26 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 7.593 | 3,93 | 474 | 7,48 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.567 | 528,33 | 357 | 547,27 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 199.278 | 0,00 | 10.524 | 0,00 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 17.214 | 6,50 | 1.103 | 9,32 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 22.623 | 11,39 | 1.413 | 16,11 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 16.675 | 13,57 | 1.135 | 23,77 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 8.159 | 510 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 2.384 | -2,89 | 153 | -0,65 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 3.210.182 | 1.062,78 | 200.540 | 1.112,31 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 440.860 | 3,44 | 28.250 | 6,11 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 234.141 | 2,43 | 15.004 | 5,07 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 29.213 | 284,84 | 1.872 | 294,73 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 9.839 | 2,32 | 615 | 6,60 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 729.098 | 1,59 | 45.547 | 5,91 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 22.026 | -0,56 | 1.411 | 2,02 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 8.651 | 540 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 96.512 | 9,75 | 6.185 | 12,58 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 3.436 | 215 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 134.718 | 14,39 | 8.633 | 17,35 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 30.798 | 0,00 | 1.924 | 4,23 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 13.952 | -6,10 | 894 | -3,66 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 227.480 | 145,26 | 14.211 | 155,71 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.740.478 | 0,30 | 121.189 | 11,80 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 4.141 | -3,34 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 72.106 | -0,76 | 4.504 | 3,47 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 59.721 | -18,84 | 3.731 | -15,40 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 8.932 | 11,58 | 558 | 16,28 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 379.645 | -0,72 | 23.716 | 3,50 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 6.720 | -14,38 | 420 | -10,85 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 9.702 | 21,24 | 606 | 26,51 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 59.046 | 12,76 | 3.689 | 17,56 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 17.318 | 17,68 | 1.110 | 20,67 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 36.400 | -8,39 | 2.274 | -4,50 | ||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 7.349 | 459 | ||||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 3.096.792 | 193.457 | ||||||
| 2026-02-03 | 13F | Connable Office Inc | 1.303.791 | -3,54 | 81.448 | 0,56 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 12.710 | -26,10 | 869 | -15,73 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 5.118 | 0,00 | 328 | 2,51 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 261 | 16 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 4.590 | 294 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.460.078 | -3,33 | 222 | -0,90 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 663.651 | 47,51 | 42.527 | 51,32 | ||||
| 2026-02-09 | 13F | Fidelity D & D Bancorp Inc | 23.794 | -0,05 | 1.486 | 4,21 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 427.636 | 3.198,13 | 27.403 | 3.287,14 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 177.042 | 6,05 | 11.060 | 10,56 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 3.173 | 203 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 104.995 | -0,06 | 6.559 | 4,19 | ||||
| 2026-02-12 | 13F | Betterment LLC | 138.588.366 | 0,83 | 8.658 | 5,12 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 140.301 | 2,47 | 8.765 | 6,83 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 10.547 | 1 | ||||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 38.797 | 32,35 | 2.424 | 37,98 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 3.255 | -1,54 | 209 | 0,97 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 177.469 | -0,82 | 11.086 | 3,39 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 34.865 | 11,08 | 2.178 | 15,80 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 9.838 | 30,39 | 615 | 35,84 | ||||
| 2026-04-08 | 13F | Woodstock Corp | 17.235 | 0,00 | 1.104 | 2,60 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 31.992 | -0,22 | 1.999 | 4,01 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 370.681 | 5,22 | 23.746 | 7,91 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 45.026 | -25,40 | 2.885 | -23,47 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.890 | 0,00 | 185 | 2,78 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 6.910 | -2,19 | 443 | 0,23 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 1.256.430 | 0,54 | 78.489 | 4,82 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 4.613 | -37,35 | 296 | -35,73 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 5.322 | 0,00 | 341 | 2,71 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 11.055.006 | 1,54 | 690.606 | 5,86 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 25.786 | 2,95 | 1.611 | 7,33 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 533.080 | 3,48 | 34.160 | 6,14 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 20.407 | -0,52 | 1.275 | 3,66 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.879.679 | 43,79 | 491.887 | 49,52 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 19.292 | 543,07 | 1.205 | 879,67 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 210.378 | -0,03 | 13.481 | 2,55 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 18.437 | 2,46 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 4.011 | 0,20 | 257 | 2,40 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 214.231 | 15,51 | 13.728 | 18,48 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 96.013 | 5.998 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 55.821 | 4,86 | 3.577 | 7,58 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 44.946 | 0,02 | 1.060 | -60,66 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 56.968 | -1,87 | 3.559 | 2,30 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 339.275 | 2,45 | 21.741 | 5,10 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 48.798 | 7,91 | 3.048 | 12,51 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 9.265 | 2,70 | 579 | 7,04 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 34.745 | 2.226 | ||||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 12.640 | 0,00 | 790 | 4,23 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20.107 | 0,66 | 1.288 | 3,29 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 6.705 | 430 | ||||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 27.304 | -42,99 | 1.706 | -42,26 | ||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 3.338 | -3,08 | 209 | 0,97 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 3.281 | 210 | ||||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 6.513 | 15,83 | 407 | 20,83 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 1.340.479 | 2,77 | 83.740 | 7,14 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 3.923 | 11,93 | 245 | 16,67 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 49.875 | 7,33 | 3.196 | 10,10 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 32.272 | -1,38 | 2.016 | 2,86 | ||||
| 2026-02-03 | 13F | Lmcg Investments, Llc | 73.066 | 0,78 | 4.564 | 5,06 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 486 | 0,00 | 33 | |||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 15.225 | 0,00 | 976 | 2,52 | ||||
| 2026-02-18 | 13F | Adventist Health System/ West | 1.131.440 | 0,00 | 70.681 | 4,26 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 134.136 | 20,08 | 8.422 | 26,29 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 8.013 | 17,34 | 480 | 23,39 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 347.448 | 11,23 | 22.264 | 14,09 | ||||
| 2026-01-21 | 13F | Base Wealth Management LLC | 5.885 | 2,13 | 368 | 6,38 | ||||
| 2026-02-13 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 34.763 | -0,64 | 2.172 | 3,58 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 16.329 | 2,69 | 1.046 | 5,34 | ||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 90.975 | 88,75 | 5.683 | 96,78 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 94.692 | -1,65 | 5.674 | 3,37 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 101.879 | 4,14 | 6.618 | 10,85 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 29.868 | 5,48 | 1.866 | 9,96 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 5.294 | 6,65 | 331 | 11,11 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 6.182 | 11,17 | 396 | 14,12 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 1.249.933 | 29,44 | 76.120 | 31,55 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 73.148 | 14,37 | 4.687 | 17,32 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 19.340 | -9,41 | 1.208 | -5,55 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 141.015 | 8.747 | ||||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 6.022 | 386 | ||||||
| 2026-02-13 | 13F | Advisory Research Inc | 24.026 | 0,00 | 1.501 | 4,24 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.917 | -2,44 | 251 | 0,40 | ||||
| 2026-02-17 | 13F | Steffes Financial, Ltd. | 253.046 | 15.808 | ||||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 4.926.140 | -2,57 | 307.736 | 1,58 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 21.542 | -1,01 | 1.380 | 1,55 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 1.445.106 | -0,53 | 92.602 | 2,03 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 6.698 | 0,00 | 418 | 4,24 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 140 | 0,00 | 9 | 0,00 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 187.055 | 1.046,10 | 11.987 | 1.076,25 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 6.845 | 428 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 114.018 | -0,39 | 7.306 | 1,01 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 12.255 | -2,56 | 785 | 0,00 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 183.530 | -2,35 | 11.465 | 1,80 | ||||
| 2026-04-15 | 13F | City Holding Co | 60.828 | 11,05 | 3.898 | 13,91 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 27.618 | 3,26 | 1.725 | 7,68 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 142.830 | 0,24 | 9.153 | 2,83 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 11.471 | 27,13 | 725 | 34,07 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 27.917 | 75,40 | 1.789 | 79,88 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 17.084 | 16,20 | 1.067 | 21,25 | ||||
| 2026-01-29 | 13F | First Interstate Bank | 8.973 | -2,54 | 561 | 1,63 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 747 | 0,00 | 48 | 2,17 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 5.197 | 0,60 | 325 | 4,85 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 58.977 | 26,37 | 3.779 | 29,64 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 455.647 | 29.198 | ||||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 4.643 | 0,00 | 290 | 4,32 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 3.658.192 | 47,46 | 228.527 | 53,73 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 105.183 | 19,56 | 6.740 | 22,66 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 3.213 | 201 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 720.525 | 27,83 | 46.776 | 36,83 | ||||
| 2026-02-17 | 13F | PACK Private Wealth, LLC | 738.661 | 1,67 | 46.144 | 6,00 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 36.960 | 3,74 | 2.309 | 8,15 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.386.846 | -1,67 | 152.949 | 0,87 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.557.181 | 9,22 | 163.864 | 12,04 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 49.481.329 | -0,12 | 3.171 | 2,46 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 1.060 | -34,77 | 67 | -31,96 | ||||
| 2026-02-04 | 13F | Wedgewood Investors Inc /pa/ | 3.669 | 0,00 | 229 | 4,57 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 7.301 | -44,61 | 456 | -42,21 | ||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 646 | 0,00 | 40 | 5,26 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 46.184 | 3,07 | 2.885 | 7,49 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 40.580 | 53,62 | 2.600 | 57,58 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 93.084 | 4.451 | ||||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 24.064 | 0,00 | 1.503 | 4,30 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 97.053 | 6.668 | ||||||
| 2026-02-09 | 13F | Employees Retirement System of Texas | 1.798.331 | -73,11 | 112 | -72,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 273.686 | 22,71 | 17.538 | 25,87 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 136.321 | 1,40 | 8.530 | 5,90 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.668 | 0,00 | 235 | 2,62 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 187.681 | 8,53 | 11.724 | 13,14 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 181.937 | 2,37 | 11.369 | 6,75 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 54.519 | 1,81 | 3.494 | 4,42 | ||||
| 2026-04-20 | 13F | Axecap Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 8.807 | 1,55 | 550 | 5,97 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 9.927 | 175,75 | 636 | 183,93 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 357.966 | 2,22 | 22.362 | 6,57 | ||||
| 2026-02-04 | 13F | ESG Planning | 138.793 | 28,41 | 8.670 | 33,88 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 11.930.938 | 1,49 | 745.326 | 5,80 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 61.827 | -26,61 | 3.862 | -23,48 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 323.750 | 10,61 | 20.225 | 15,32 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 182.680 | -5,29 | 11.706 | -2,85 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 10.088 | -1,58 | 630 | 2,61 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 4.632 | 12,67 | 289 | 17,48 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 30.026 | -1,32 | 1.924 | 1,26 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 114.961 | 1,59 | 7.367 | 4,22 | ||||
| 2026-02-11 | 13F | Wilkinson Global Asset Management LLC | 3.883 | 243 | ||||||
| 2026-04-24 | 13F | ERn Financial, LLC | 26.333 | -5,08 | 1.687 | -2,65 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 230.627 | 91,75 | 14.779 | 96,70 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 280.014 | 20,64 | 17.492 | 25,77 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 25.669.235 | -0,65 | 1.603.556 | 3,58 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 10.476 | -30,37 | 671 | -28,54 | ||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 42.900 | 14,19 | 2.680 | 19,01 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 507.517 | 3,17 | 32.522 | 5,83 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 247.484 | 2,85 | 15.859 | 5,50 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 35.363 | 0,91 | 2.209 | 5,24 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 6.598 | 1,54 | 423 | 4,20 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 147.892 | -2,41 | 9.477 | 0,10 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 184.999 | 4.448,78 | 11.855 | 4.566,93 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 15.703 | 74,21 | 1.006 | 78,69 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3.822 | -8,74 | 245 | -6,51 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 25.018 | 212,96 | 1.603 | 221,24 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 37.424 | -1,59 | 2.398 | 0,97 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 4.710 | 0,00 | 302 | 2,38 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 169.741 | 7,76 | 10.604 | 12,34 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 56.796 | 0,42 | 3.548 | 4,69 | ||||
| 2026-02-04 | 13F | Nwam Llc | 240.674 | -1,93 | 15.412 | 3,85 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | Call | 131.100 | 8.190 | |||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 798.816 | 71,59 | 49.902 | 78,89 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 66.513 | 0,00 | 4.262 | 2,58 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 9.751 | 12,94 | 609 | 17,79 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 2.110.603 | -2,21 | 131.849 | 1,95 | ||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 115.996 | 234,06 | 7 | 250,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 10.436 | 0,83 | 652 | 5,00 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 123.984 | -7,70 | 7.945 | -5,32 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 62.657 | -2,84 | 4.015 | -0,32 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 792 | 0,25 | 51 | 2,04 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 2.116 | 0,00 | 132 | 4,76 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 7.117 | 0,00 | 445 | 4,23 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 9.439 | 8,84 | 590 | 13,49 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 612.103 | 1,63 | 38.685 | 7,63 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 7.212 | 62,29 | 462 | 66,79 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 12.782 | 39,45 | 798 | 45,36 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 79.409 | -3,08 | 5.089 | -0,59 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 92.169 | -7,69 | 5.906 | -5,31 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 5.494 | 7,03 | 343 | 11,73 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 20.295 | -3,96 | 1.268 | 0,08 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 646.329 | 40.376 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 3.148.531 | 3,42 | 196.689 | 7,83 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 8.503.607 | 2,82 | 531.220 | 7,20 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 5.200 | 0,00 | 325 | 4,18 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 55.729 | 5,66 | 3.481 | 10,16 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 326.830 | -0,33 | 20.417 | 3,91 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 9.257 | 18,19 | 578 | 23,24 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 25.890 | -4,27 | 1.659 | -1,78 | ||||
| 2026-02-13 | 13F | Morgan Dempsey Capital Management Llc | 112 | 7 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 3.720 | -2,41 | 238 | 0,00 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 683.371 | -0,62 | 42.690 | 3,61 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 8.142 | 0,00 | 530 | 4,33 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 715.806 | 1,98 | 44.716 | 5,15 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 2.242 | -12,15 | 141 | -7,89 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 2.282.614 | 8,03 | 142.595 | 12,63 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 4.832 | 3,49 | 310 | 6,19 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 101.272 | -0,74 | 6.490 | 1,82 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 24.945 | -11,71 | 1.598 | -9,46 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 8.309 | 0,51 | 532 | 3,10 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 557.735 | 4,89 | 34.842 | 9,36 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 24.248 | -12,07 | 1.515 | -8,35 | ||||
| 2026-04-28 | 13F | Halter Ferguson Financial Inc. | 17.953 | -6,74 | 1.150 | -4,33 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 19.132 | -2,43 | 1.226 | 0,08 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 15.679 | 5,00 | 979 | 9,51 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 50.725 | -0,80 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 3.421 | -5,05 | 219 | -2,67 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11.883 | 18,27 | 761 | 21,37 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 84.480 | 171,65 | 5.278 | 183,25 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 250.192 | -22,12 | 15.629 | -18,80 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 60 | -93,00 | 4 | -94,12 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 5.055 | 32,23 | 316 | 37,55 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 12.073 | 8,07 | 754 | 12,71 | ||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 61.960 | 29,58 | 3.871 | 35,08 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 364.560 | 16,33 | 22.774 | 21,29 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 13.301 | 831 | ||||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 37.057 | 6,33 | 2.315 | 10,82 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 4.150 | 1,24 | 259 | 5,71 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 34.400 | 6,42 | 2.204 | 9,16 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 11.488 | -1,58 | 718 | 2,58 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 269.336 | 1.168,54 | 17.388 | 1.240,63 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 528.331 | -2,26 | 33.855 | 0,26 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24.327 | 2,47 | 1.559 | 5,06 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 103.550 | 1,74 | 6.635 | 4,37 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 3.343 | 209 | ||||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 12.154 | -3,96 | 759 | 0,13 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.554.661 | -0,63 | 99.623 | 1,93 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 701.500 | 1,65 | 43.823 | 5,97 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 13 | 420 | ||||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 121.824 | -8,07 | 7.806 | -5,70 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 8.513 | 0,00 | 546 | 2,64 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 8.421 | 0,06 | 526 | 4,37 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 8.324 | 1,06 | 520 | 5,48 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 72.015 | 0,00 | 4.499 | 4,24 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 37.001 | 82,93 | 2.371 | 87,73 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 145.205 | 13,25 | 9.305 | 16,17 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 616.922 | -4,24 | 38.539 | -0,17 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 5.289 | 0,00 | 330 | 4,43 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 725 | 0,00 | 46 | 2,22 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 124.709 | -5,24 | 7.791 | -1,22 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 24.814 | 47,80 | 1.590 | 51,72 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 163.802 | -3,24 | 10.496 | -0,75 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 50.656 | 46,71 | 3.246 | 50,49 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9.489 | 13,05 | 608 | 16,03 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 55.579 | 0,00 | 3.562 | 2,56 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 15.416 | 2,64 | 988 | 5,22 | ||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 28.619 | 1.788 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 19.189 | -4,11 | 1.199 | -0,08 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 3.141 | -15,38 | 201 | -12,99 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 65.088 | 0,94 | 4.066 | 5,25 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 41.103 | 6,28 | 2.634 | 6,60 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 231.609 | -1,51 | 14.841 | 1,03 | ||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 11.911 | 1,59 | 744 | 5,98 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 438.095 | 20,37 | 28.073 | 23,48 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 413.628 | 2,46 | 25.839 | 6,82 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 50.017 | 26,21 | 3.205 | 29,49 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 10.288 | 659 | ||||||
| 2026-02-09 | 13F | Premier Financial Group | 1.250 | -10,07 | 78 | -6,02 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 731 | 13,51 | 47 | 15,00 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 124.402 | 7.771 | ||||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 23.252 | 1.453 | ||||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 59.312 | -10,51 | 3.801 | -8,21 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.349.511 | 15,02 | 86.477 | 17,98 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 449 | 0,00 | 28 | 7,69 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 8.991.350 | -7,36 | 561.691 | -3,42 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 207.176 | -1,71 | 12.942 | 2,48 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 16.455 | 1.054 | ||||||
| 2026-02-10 | 13F | Main Management LLC | 21.530 | 10,85 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 372.041 | 18,56 | 24.168 | 28,53 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 9.282 | 27,90 | 595 | 31,13 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 88.104 | -40,02 | 5.885 | -33,13 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 737.901 | -0,22 | 47 | 2,17 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 760 | 0,00 | 49 | 2,13 | ||||
| 2026-01-13 | 13F | NerdWallet Wealth Partners, LLC | 392.153 | 12,95 | 24.449 | 17,71 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 144.245 | 48,59 | 9.011 | 54,92 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 30.499 | -1,96 | 1.954 | 0,57 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 3.321 | 207 | ||||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 56.456 | 10,46 | 3.527 | 15,15 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 7.610 | -27,32 | 488 | -25,54 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.513.752 | 0,98 | 225.161 | 3,58 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 5 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 188.949 | -0,10 | 12 | 0,00 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 3 | -25,00 | 0 | |||||
| 2026-04-28 | 13F | Umpqua Bank | 4.567 | 4,25 | 293 | 6,96 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 41.504 | 2.593 | ||||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 27.216 | -2,64 | 1.700 | 1,49 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 138.174 | -1,12 | 8.632 | 3,08 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 4.821.786 | -1,15 | 301.217 | 3,06 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 675 | 43 | ||||||
| 2026-02-04 | 13F | LRI Investments, LLC | 1.501 | 0,00 | 94 | 4,49 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 19.695 | -5,47 | 1.262 | -3,00 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 45.874 | -0,74 | 2.940 | 1,84 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 860.232 | 0,70 | 53.739 | 4,99 | ||||
| 2026-02-13 | 13F | S&t Bank/pa | 247 | -95,13 | 15 | -95,07 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 822.354 | 2,91 | 51.372 | 7,29 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 28.619 | 1.788 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 70.357 | 47,01 | 4.508 | 50,82 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 9.412 | 0,17 | 638 | 5,12 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 183.344 | -1,39 | 11.453 | 2,81 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 5.223 | 0,37 | 326 | 4,82 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 363.700 | 6,26 | 23.306 | 8,99 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 61.893 | 2,15 | 3.966 | 4,78 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 16.097 | 11,80 | 1.006 | 16,59 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 267.283 | 3,50 | 16.697 | 7,91 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 100.522 | 1,92 | 6.280 | 6,24 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 146.008 | -13,20 | 9.057 | -13,81 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 72.188 | 40,11 | 4.626 | 43,72 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 3.182 | 0,00 | 199 | 4,21 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11.254 | 0,00 | 721 | 2,56 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 42.772 | -0,94 | 2.784 | 2,05 | ||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 397.478 | 1,16 | 24.830 | 5,46 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 60.676 | -38,18 | 3.790 | -35,54 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 7.388 | 0,00 | 443 | 4,99 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 1.032.535 | -4,39 | 66.165 | -1,93 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 299.526 | 2,67 | 18.711 | 7,04 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 588.781 | 9,46 | 36.781 | 14,12 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 268.606 | 18.182 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 3.981 | 255 | ||||||
| 2026-02-09 | 13F | MRP Capital Investments, LLC | 135 | 0,00 | 8 | 14,29 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 13.964 | 6,37 | 895 | 9,02 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 15.991 | -4,96 | 1.025 | -2,57 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 4.250 | 0,00 | 272 | 2,64 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.851.395 | 1,80 | 115.657 | 6,13 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 600.391 | -8,62 | 38 | -5,13 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.740.776 | 10,03 | 321.519 | 16,82 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 5.952 | 1,26 | 372 | 5,40 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 45.075 | 76,29 | 2.888 | 80,84 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 1.242.168 | 1,12 | 77.598 | 5,42 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 55.555 | 0,11 | 3.471 | 4,36 | ||||
| 2026-02-11 | 13F | Westerkirk Capital Inc. | 113.781 | 0,00 | 7.108 | 4,25 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 7.476 | 467 | ||||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 574.332 | 14,79 | 35.879 | 19,67 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 72.283 | -0,76 | 4.516 | 3,46 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 373.278 | 13,98 | 23.920 | 16,91 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 4.399 | 0,00 | 275 | 4,18 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 6.617 | 0,00 | 424 | 2,66 | ||||
| 2026-02-13 | 13F | Allie Family Office LLC | 16.050 | 0,00 | 1.003 | 4,27 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 10.571 | 5,96 | 660 | 10,55 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 42.489 | 1,98 | 2.654 | 2,00 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 12.080 | -3,00 | 755 | 1,07 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.309 | 0,15 | 82 | 3,85 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 5.762 | -0,24 | 360 | 3,76 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 368.467 | 2,95 | 24.960 | 11,63 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 125.499 | 11,82 | 8.042 | 14,69 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 436.987 | -2,03 | 28.002 | 0,50 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 5.831 | 324,69 | 0 | |||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 167.578 | 0,09 | 10.469 | 4,35 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 94.063 | 12,70 | 6.028 | 15,61 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 103.620 | 4,28 | 6 | 20,00 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 48.792 | 10,73 | 3.048 | 15,45 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 374.693 | 14,30 | 23.407 | 19,17 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 782.065 | 5,81 | 48.856 | 8,33 | ||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 159.866 | 7,48 | 9.987 | 12,05 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 80.388 | 7,78 | 5.446 | 16,87 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 23.677 | -1,76 | 1.517 | 0,80 | ||||
| 2026-01-26 | 13F | Fee-Only Financial Planning, L.C. | 20.194 | 0,00 | 1.262 | 4,21 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 6.615 | 0,00 | 413 | 9,55 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 12.560 | 0,44 | 785 | 4,67 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 115.864 | -7,43 | 7.238 | -3,48 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 4.926 | 0,00 | 316 | 2,61 |
