Grundlæggende statistik
| Institutionelle ejere | 1531 total, 1530 long only, 0 short only, 1 long/short - change of 4,50% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8541 % - change of -2,56% MRQ |
| Institutionelle aktier (lange) | 348.257.655 (ex 13D/G) - change of 16,32MM shares 4,92% MRQ |
| Institutionel værdi (lang) | $ 24.882.845 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (US:VEU) har 1531 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 348,257,655 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Northern Trust Corp, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., BKD Wealth Advisors, LLC, UBS Group AG, Sanders Capital, LLC, and Raymond James Financial Inc .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (ARCA:VEU) 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 30, 2026 is 80,92 / share. Previously, on May 2, 2025, the share price was 63,45 / share. This represents an increase of 27,53% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57.058 | 6,00 | 4.285 | 8,23 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 10.572 | -96,91 | 778 | -96,82 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 11.138 | -9,90 | 836 | -8,03 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 406 | 1,75 | 30 | 3,57 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.118 | 234 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 31.793 | 5,17 | 2.339 | 8,39 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 10.700 | 122,92 | 787 | 130,12 | |||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 7.775 | 0,00 | 572 | 3,07 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 1.219.478 | -44,69 | 89.705 | -42,99 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 4.399 | -3,11 | 339 | 2,11 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 7.990 | 0,00 | 588 | 2,98 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 4.000 | 294 | ||||||
| 2026-01-29 | 13F | Copeland Capital Management, LLC | 2.171 | 160 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.921.637 | -1,45 | 288.475 | 1,58 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 27.737 | -0,17 | 2.040 | 2,93 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3.084 | 6,57 | 232 | 8,96 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 36.269 | 8,73 | 2.724 | 11,01 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 28.424 | 2.091 | ||||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 7.500 | 1 | ||||||
| 2026-02-09 | 13F | Syverson Strege & Co | 15.718 | 0,00 | 1.156 | 3,12 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 116.174 | 4,43 | 8.546 | 7,63 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 513.639 | 3,39 | 37.783 | 6,57 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 71.784 | 1,51 | 5.391 | 3,61 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 3.736 | -24,87 | 275 | -22,60 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 4.735 | -1,09 | 356 | 0,85 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 41.659 | 0,12 | 3.064 | 3,20 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 100 | 7 | ||||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 2.892 | 213 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 276.349 | 20.328 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 94.930 | 6.983 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 994.257 | 3,35 | 73.138 | 6,52 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 31.454 | -3,28 | 2.362 | -1,25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7.882 | 0,14 | 592 | 2,25 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5.466 | 0,00 | 410 | 1,99 | ||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 21.394 | 0,00 | 1.574 | 3,08 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 4.528 | 0,00 | 333 | 3,10 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 46.004 | -4,67 | 3.384 | -1,74 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 5.334 | 0,00 | 401 | 2,04 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.705 | -10,18 | 493 | -7,33 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 93.522 | -0,05 | 6.879 | 3,01 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 41.204 | 7,87 | 3.094 | 10,15 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 14.973 | 61,19 | 1.124 | 64,57 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 511.070 | 3,78 | 37.594 | 10,06 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 9.151 | 0,00 | 687 | 2,08 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 14.445 | 0,84 | 1.063 | 3,91 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 2.854 | 0,00 | 217 | 3,83 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 31.433 | -3,81 | 2.312 | -0,86 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 8.700 | 0,00 | 640 | 3,06 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 11.954 | 0,00 | 879 | 3,05 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 9.480 | 697 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 27.671 | 1,46 | 2.035 | 4,57 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 11.595 | 0,00 | 871 | 2,11 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 7.175 | -0,13 | 539 | 1,89 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 7.434 | 547 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1.034 | 0,00 | 76 | 4,11 | ||||
| 2026-01-23 | 13F | Avion Wealth | 369.840 | 10,24 | 27 | 17,39 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 8.013 | 2,08 | 589 | 5,18 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 5.345 | 2,77 | 393 | 5,93 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3.120 | -7,00 | 234 | -4,88 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6.659 | 2,53 | 500 | 4,82 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 161.483 | -1,24 | 12.127 | 0,83 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 4.970 | 0,16 | 373 | 2,19 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 3.894 | 286 | ||||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 2.850 | 0,00 | 210 | 2,96 | ||||
| 2026-02-17 | 13F/A | RBF Capital, LLC | 20.000 | 0,00 | 1.471 | 3,08 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 8.417 | 23,49 | 632 | 26,15 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 799 | 0,00 | 60 | 3,45 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 28.117 | -0,46 | 2.068 | 2,63 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 42.565 | -3,89 | 3.197 | -1,87 | ||||
| 2026-04-06 | 13F | Hall Laurie J Trustee | 8.861 | 0,00 | 665 | 2,15 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 10.891 | 7,71 | 801 | 11,10 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 35.193 | 10,56 | 2.643 | 12,90 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 47.456 | -10,61 | 3.564 | -8,76 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 12.721 | -14,70 | 955 | -12,94 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 24.771 | 0,06 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 65.461 | -3,11 | 4.916 | -1,07 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 839 | 0,00 | 63 | 3,28 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Avalon Advisory Group | 200.400 | 2,28 | 15.050 | 4,43 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 25.418 | 7,72 | 1.814 | 14,38 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.248 | 25,05 | 94 | 27,40 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 7.797 | -0,65 | 586 | 1,39 | ||||
| 2026-04-29 | 13F | Axis Capital Holdings Ltd | 207.150 | 41,53 | 15.557 | 44,49 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 182.408 | 7,70 | 13.699 | 9,95 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 2.990 | 0,00 | 225 | 2,28 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 1.820 | 171 | ||||||
| 2026-02-17 | 13F | Prostatis Group LLC | 5.653 | 20,07 | 416 | 23,51 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 441.125 | -0,97 | 33.128 | 1,10 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 11.705 | 46,31 | 861 | 51,05 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 6.676 | 0,15 | 501 | 2,24 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 3.664 | 9,93 | 275 | 12,24 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 4.626 | 37,64 | 347 | 40,49 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 2.718 | 204 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 26.442 | 48,10 | 1.945 | 52,67 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 61.645 | 2,14 | 4.535 | 5,27 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 69.569 | 5,86 | 5.225 | 8,07 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 3.045 | 0,00 | 229 | 2,24 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 236.130 | 4,61 | 18 | 6,25 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 91.491 | -0,06 | 6.730 | 3,02 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 18.081 | 3,47 | 1.330 | 6,66 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.519 | 19,58 | 940 | 22,08 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 7.360 | 0,00 | 553 | 2,03 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.271 | 0,16 | 95 | 2,15 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 6.763 | -1,41 | 508 | 0,60 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 116.400 | 12,34 | 8.562 | 15,78 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 402 | 0,00 | 32 | 6,90 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.620.944 | 49,97 | 117.725 | 53,84 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 6.375 | 0,00 | 469 | 3,08 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 28.627 | 1,71 | 2.106 | 4,83 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 3.440 | 0,00 | 253 | 3,27 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 75.033 | -1,00 | 5.519 | 2,03 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 66.174 | 5,69 | 4.970 | 7,90 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 75.451 | 6,20 | 5.666 | 8,42 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14.265 | 97,44 | 1.148 | 104,63 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 459 | -0,22 | 34 | 3,13 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.378 | 0,15 | 104 | 1,98 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 690 | 263,16 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 9.666 | -7,75 | 711 | -4,82 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 7.571 | 2,44 | 569 | 4,60 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 97.614 | -1,97 | 7.180 | 1,04 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 4.671 | -4,85 | 344 | -2,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 28.880 | 0,16 | 2.169 | 2,22 | ||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 21.710 | 3,53 | 1.664 | 8,91 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 11.114 | 0,00 | 818 | 3,03 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 1.690.359 | 53,63 | 124.343 | 58,34 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 113.372 | 3,65 | 8.514 | 5,83 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 135.689 | 1,39 | 10.190 | 5,83 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 101.740 | -1,05 | 7.641 | 1,02 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 10.030 | 19,80 | 738 | 23,45 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 11.496 | 846 | ||||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 3.073 | 0,00 | 231 | 1,77 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 4.451 | 0,00 | 334 | 2,14 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 6.948 | 3,62 | 522 | 5,68 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 5.533 | 416 | ||||||
| 2026-02-10 | 13F | Ellevest, Inc. | 3.091 | 0,00 | 227 | 3,18 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 19.745 | -2,51 | 1.483 | -0,47 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 5.429 | -88,61 | 399 | -88,26 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2.607 | 0,08 | 196 | 2,09 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 84.145 | -10,17 | 6.190 | -7,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61.508 | 103,20 | 4.525 | 109,44 | ||||
| 2026-04-08 | 13F | WealthBridge Investment Counsel Inc. | 19.786 | 5,02 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 428.497 | 168,78 | 31.520 | 177,03 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.045 | 0,00 | 78 | 2,63 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 76 | 0,00 | 6 | 0,00 | ||||
| 2026-04-24 | 13F | Optas, LLC | 327.071 | 0,44 | 24.564 | 2,55 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 671 | 0,00 | 49 | 4,26 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 27.188 | -0,45 | 2.042 | 1,64 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 4.815 | 354 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 11.859 | 5,33 | 891 | 7,49 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 6.473 | 0,15 | 486 | 2,32 | ||||
| 2025-11-14 | 13F | City Of London Investment Management Co Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 16.650 | 19,53 | 1.225 | 23,14 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 20.419 | -3,88 | 1.502 | -0,99 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 5.212 | -0,15 | 383 | 2,96 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.231.566 | -15,65 | 90.594 | -13,06 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 9.189 | -0,51 | 690 | 1,62 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 14.669 | -0,95 | 1.102 | 1,10 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 9.182 | -13,79 | 675 | -11,18 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 4.503.611 | 221,51 | 331.286 | 231,37 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 8.228 | 0,00 | 650 | 7,44 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 33.309 | 2.450 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 4.100 | 302 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 8.339 | 613 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 22.101 | -3,54 | 1.626 | -0,61 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 7.330 | 539 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 15.593 | 0,00 | 1.171 | 2,09 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 137 | 0,00 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 644.313 | -0,72 | 48.388 | 1,36 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 15.553 | -4,52 | 1.168 | -2,50 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 4.034 | 0,15 | 303 | 2,03 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 231 | 52,98 | 17 | 54,55 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 25.151 | 9,89 | 1.850 | 20,29 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 52.933 | 1,63 | 3.894 | 4,74 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 16.112 | 0,15 | 1.210 | 2,28 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 7.421 | 0,71 | 546 | 3,81 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 6.803 | 1,64 | 500 | 4,82 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 5.629 | 414 | ||||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 3.941 | 290 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.041 | 45,74 | 444 | 50,51 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 23.619 | 1.782 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.094 | 0,06 | 383 | 2,14 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 110.427 | -19,04 | 8.293 | -17,34 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 22.755 | 5,57 | 1.709 | 7,76 | ||||
| 2026-02-09 | 13F | Nia Impact Advisors, Llc | 7.528 | -11,73 | 554 | -9,05 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 35.244 | -23,74 | 2.593 | -21,41 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 4.246 | 17,59 | 319 | 20,00 | ||||
| 2026-02-13 | 13F | Causeway Capital Management Llc | 14.484 | 49,94 | 1.065 | 54,57 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 38.087 | 3.036 | ||||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 13.619 | 8,21 | 1.006 | 12,40 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 198.330 | 50,28 | 14.589 | 54,91 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 9.037 | -2,72 | 679 | -0,73 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 36 | 3 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 751 | -27,86 | 55 | -25,68 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 21.556 | 22,14 | 1.586 | 25,89 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 15.203 | 0,00 | 1.142 | 2,06 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 25.007 | 2,88 | 1.878 | 0,91 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 27.460 | 24,72 | 2.062 | 27,36 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 38.213 | 0,00 | 2.870 | 2,10 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 3.190 | -9,58 | 260 | 0,39 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 125 | 9 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 52.520 | 10,96 | 3.944 | 13,30 | ||||
| 2026-02-13 | 13F | Botty Investors LLC | 4.000 | 294 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 15.166 | 1,23 | 1.139 | 3,27 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 15.179 | -14,86 | 1.117 | -12,26 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 40 | 3 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 28.567 | -0,69 | 2.145 | 1,42 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 17.278 | 35,11 | 1.271 | 39,25 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 72.152 | -10,98 | 5.307 | -8,25 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 44.976 | 3.308 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 41.506 | 8,79 | 3.053 | 12,08 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 471.613 | -3,57 | 34.692 | -0,61 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 72.392 | 9,25 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 7.602 | 1,55 | 559 | 4,68 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 3.170 | 0,00 | 238 | 2,15 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bollard Group LLC | 1.794 | 1,76 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 3.371 | 0,00 | 253 | 2,43 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 203 | -68,48 | 15 | -68,89 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 840.955 | 7,93 | 61.861 | 11,24 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 76.610 | 18,07 | 6 | 25,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 651.491 | 11,05 | 47.924 | 14,36 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 18.459 | -18,92 | 1.358 | -16,44 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 3.600 | 9,22 | 265 | 12,34 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 2.695 | 202 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5.190 | -1,67 | 390 | 0,26 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 45.925 | 1,16 | 3.378 | 4,29 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 106 | -21,48 | 8 | -22,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.579 | 0,28 | 344 | 2,39 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 26.609 | -34,28 | 1.957 | -32,26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 160 | 12 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 35.219 | 10,11 | 2.594 | 13,82 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3.311 | 6,36 | 249 | 8,77 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 723.486 | -17,84 | 54.334 | -16,12 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.992 | 225 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 22.752 | -2,52 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 3.534 | -11,87 | 0 | |||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 11.267 | 20,74 | 829 | 24,32 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 55.701 | 11,92 | 4.097 | 15,38 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 392.275 | -1,09 | 29.460 | 0,98 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 7.926 | 0,00 | 583 | 3,19 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 13.849 | 0,00 | 1.040 | 2,16 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3.089 | 0,00 | 232 | 1,76 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 4.170 | 307 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.716 | -1,31 | 204 | 0,50 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6.255 | 0,02 | 470 | 1,96 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 7.548 | -7,18 | 567 | -5,35 | ||||
| 2026-02-05 | 13F | Evergreen Advisors, LLC | 9.816 | -0,84 | 722 | 8,57 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 639.169 | -10,92 | 48.002 | -9,05 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 31.730 | -2,17 | 2.334 | 0,86 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 44 | 0,00 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 105 | 0,00 | 8 | 0,00 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 50.732 | 140,05 | 3.810 | 145,11 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 16.683 | 6,83 | 1.253 | 9,06 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 222.804 | 0,72 | 16.733 | 2,82 | ||||
| 2025-11-13 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 365.300 | -29,44 | 27.609 | -29,61 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 98.280 | 6,09 | 7.381 | 8,31 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 2.711 | 0,00 | 199 | 3,11 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 23.035 | 13,28 | 1.730 | 15,65 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 2.648.382 | 62,36 | 194.815 | 67,34 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 7.225 | 531 | ||||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.947 | -49,22 | 364 | -47,77 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 7.149 | -12,57 | 537 | -10,82 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 31.545 | -1,99 | 2.369 | 0,08 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2.039 | 0,20 | 153 | 2,68 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 17.884 | -3,61 | 1.343 | -1,54 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 8.460 | -5,58 | 635 | -3,64 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 54.119 | 0,15 | 4.064 | 2,26 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 8.935 | 0,00 | 671 | 2,13 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 729.561 | 24,39 | 53.667 | 28,20 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 25.560 | 1.880 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 291.331 | 16,25 | 21.879 | 18,68 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 201.160 | 12,02 | 14.797 | 13,77 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.114 | -7,18 | 223 | -1,33 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.339.132 | 2,05 | 245.627 | 5,18 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 30.922 | 25,41 | 2.322 | 28,08 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.058.802 | -7,78 | 151.446 | -4,94 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 43.787 | 15,54 | 3.288 | 17,98 | ||||
| 2026-02-10 | 13F | Palatine Hill Wealth Management, LLC | 7.339 | 540 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 7.572 | -1,11 | 557 | 2,01 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 59.006 | -0,01 | 4.211 | 6,18 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17.931 | -4,20 | 1.345 | -2,25 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 461.852 | 0,05 | 33.974 | 3,12 | ||||
| 2026-02-13 | 13F | Thornburg Investment Management Inc | 23.356 | 522,66 | 1.718 | 543,45 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 102.068 | 13,14 | 7.665 | 12,90 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 11.453 | 28,28 | 860 | 31,10 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 56.085 | -4,86 | 4.212 | -2,88 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 4.190 | 0,00 | 315 | 1,95 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 870.639 | -10,47 | 64.044 | -7,73 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 63.873 | 4,70 | 4.797 | 6,89 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 9.673 | -0,83 | 712 | 2,16 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 119.587 | 4,14 | 8.981 | 6,31 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 20.967 | -1,75 | 1.542 | 1,25 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 26.268 | 6,68 | 1.932 | 9,96 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 13.386 | 43,35 | 985 | 47,75 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 22.808 | 2,36 | 1.678 | 5,47 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 4.062 | -0,12 | 299 | 2,76 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 4.568 | 1,04 | 336 | 4,35 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 1.458.886 | 1,92 | 107.593 | 5,69 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 12.879 | 947 | ||||||
| 2026-04-15 | 13F | NorthAvenue LLC | 241 | 0,00 | 18 | 5,88 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 60.055 | 6,52 | 4.511 | 8,75 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 119.929 | 8.559 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32.015 | -0,31 | 2.404 | 1,78 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.691 | -6,78 | 578 | -4,79 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 54.858 | -0,96 | 4.120 | 1,10 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 33.179 | 6,72 | 2.441 | 10,01 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 4.325 | 16,11 | 318 | 20,00 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 15.658 | 5,44 | 1.176 | 7,60 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 13.885 | 0,75 | 1.021 | 3,87 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 372.204 | 11,93 | 27.953 | 14,27 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 5.578 | 0,00 | 410 | 3,02 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 15.876 | 0,00 | 1.168 | 0,00 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 945 | 71 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 36.634 | -2,44 | 2.751 | -0,40 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Innova Wealth Partners | 5.066 | 0,02 | 380 | 2,15 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 26.527 | 3,86 | 1.992 | 199.100,00 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 211.226 | -4,08 | 15.863 | -2,07 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 868.539 | -16,91 | 63.902 | -13,04 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 4.920 | 0,08 | 362 | 3,14 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 79.799 | -0,35 | 5.993 | 1,73 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 234.225 | 21,60 | 17.230 | 25,33 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | First Bank & Trust | 3.950 | 0,00 | 297 | 2,07 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 38.778 | 2,25 | 2.853 | 5,40 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 248.724 | 1,03 | 18.679 | 3,15 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 28.752 | 12,51 | 2.159 | 14,90 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17.783 | 2,25 | 1.308 | 5,40 | ||||
| 2026-02-12 | 13F | Bahl & Gaynor Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 13.517 | 1.015 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1.264.718 | -0,32 | 94.980 | 1,77 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 51.898 | 1,53 | 3.818 | 4,63 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 49.498 | 1,30 | 3.717 | 3,42 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 327.213 | 9,45 | 24.317 | 13,85 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 3.200 | 0,00 | 235 | 3,07 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 330.131 | -9,96 | 24.793 | -8,07 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 292 | 21 | ||||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.831 | 202 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 982 | 72 | ||||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 192.979 | -0,03 | 14.493 | 2,06 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.152 | 0,00 | 85 | 2,44 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 5.620 | 0,81 | 413 | 4,03 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 4.119 | -5,70 | 303 | -2,89 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 4.700 | 21,35 | 372 | 34,78 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 15.400 | 0,00 | 1.157 | 2,12 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 8.098 | -0,16 | 608 | 2,01 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 4.000 | 14,29 | 243 | -5,84 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 254.340 | 1,13 | 19.101 | 3,24 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 16.928 | -56,89 | 1.245 | -55,57 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 12.494 | 96,29 | 919 | 102,42 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 49.730 | 2,98 | 3.735 | 5,12 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.338 | -26,29 | 167 | -22,07 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 3.000 | 0,00 | 225 | 2,27 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 372.903 | 18,95 | 28.005 | 21,44 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 4.371 | 0,00 | 322 | 3,22 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 34.692 | 3,19 | 2.552 | 6,34 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 10.596 | 3,99 | 796 | 6,14 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 9.070 | 5,21 | 681 | 7,41 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 3.310 | 0,06 | 249 | 2,06 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.066.356 | -8,55 | 155.183 | -6,63 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 7.672 | 0,01 | 564 | 3,11 | ||||
| 2026-02-17 | 13F | Aristotle Capital Management, LLC | 8.347 | 614 | ||||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 23.294 | 0,00 | 1.749 | 2,10 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 44 | 0,00 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 16.600 | -2,17 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6.306 | 474 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 98.425 | -0,11 | 7.240 | 2,96 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 129.012 | -0,59 | 9.689 | 1,49 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 1.525.762 | -8,65 | 114.585 | -6,74 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 4.159 | -3,88 | 312 | -2,20 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 31.007 | 2,46 | 2.329 | 4,58 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 247.597 | -18,42 | 18.213 | -15,92 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 12.924 | 1 | ||||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 19.194 | 62,29 | 1.441 | 65,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19.883 | 20,81 | 1.463 | 24,53 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 38.092 | -4,20 | 2.802 | -1,23 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 77.206 | -0,71 | 5.798 | 1,38 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5.200 | 0,00 | 391 | 2,09 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 372 | 0,00 | 27 | 3,85 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 47.561 | -7,30 | 3.572 | -5,38 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 107.908 | 4,05 | 7.938 | 7,24 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 2.006 | 1,72 | 148 | 5,00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.345 | 0,00 | 101 | 3,06 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 23.896 | -5,49 | 1.795 | -3,50 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 19.306 | -0,13 | 1.420 | 2,97 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 664.829 | 6,95 | 48.905 | 10,23 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 11.098 | 0,00 | 816 | 3,03 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 118.749 | 0,58 | 8.918 | 2,68 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 3.971 | 0,00 | 324 | 7,64 | ||||
| 2026-02-11 | 13F | Swan Global Investments, LLC | 4.431 | -31,67 | 326 | -29,65 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.220 | 0,00 | 1.143 | 2,14 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 2.619 | 5,86 | 197 | 7,69 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 329.094 | 12,84 | 24.208 | 16,31 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 13.848 | 0,00 | 1.040 | 2,06 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 7.405 | -0,11 | 556 | 2,02 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 176 | 13 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 25.049 | 10,56 | 1.881 | 12,91 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 3.775 | 23,57 | 278 | 27,06 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 39 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 13.381 | 984 | ||||||
| 2026-02-17 | 13F | Adams Wealth Management | 87.183 | -2,60 | 6.413 | 0,39 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 17.376 | -88,19 | 1.305 | -87,95 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 36 | 140,00 | 3 | 100,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 55.879 | 1,20 | 4.197 | 3,32 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 4.939 | 0,65 | 363 | 3,71 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 19.013 | 1.399 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 216.408 | 12,10 | 16.252 | 14,45 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 20.028 | 0,00 | 1.504 | 2,10 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 6.950 | 0,00 | 1 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 171.305 | 2,76 | 12.865 | 1,60 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 196.053 | -0,48 | 14.724 | 1,60 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 15.061 | -0,42 | 1.131 | 1,71 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 3.537 | 222 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 228.755 | 14,90 | 16.827 | 18,43 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 143.078 | -3,63 | 10.745 | -1,61 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.035 | 0,20 | 223 | 3,24 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 412.046 | 16,92 | 30.310 | 20,51 | ||||
| 2026-02-17 | 13F | Euclidean Capital LLC | 2.990.084 | 15,98 | 219.951 | 19,54 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 5.290 | 0,00 | 397 | 2,06 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 1.649 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3.626 | 0,00 | 267 | 3,10 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 31.705 | 2.332 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 131 | 0 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 3.093 | -7,26 | 232 | -5,31 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 3.387.018 | 1,70 | 249.149 | 4,82 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 4.327 | -7,98 | 318 | -5,07 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 7.534 | 0,00 | 566 | 1,99 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 486 | 1,67 | 36 | 2,94 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 44.143 | -0,11 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 7.662 | 0,64 | 564 | 3,68 | ||||
| 2026-02-05 | 13F | S&co Inc | 31.256 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 10.654 | 0,06 | 800 | -1,84 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 61 | 0,00 | 5 | 0,00 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 361.264 | 4,17 | 26.575 | 7,37 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 9.339 | 687 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 15.241 | 133,76 | 1 | |||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 10.968 | -0,41 | 807 | 2,68 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 945.492 | 15,39 | 69.527 | 18,89 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 11.558 | 1,41 | 850 | 4,55 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 57.283 | 0,00 | 4.214 | 3,06 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 6.276 | -9,76 | 471 | -7,83 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 967 | 0,00 | 73 | 1,41 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 66.552 | 5,54 | 4.896 | 8,78 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 46.315 | 21,08 | 3.407 | 24,81 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 16.713 | 1.245 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 112.282 | 0,06 | 8.544 | 3,50 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 34.202 | -2,20 | 2.516 | 0,76 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 542.494 | -1,58 | 41 | 0,00 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 21.422 | -0,23 | 1.576 | 2,81 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 2.837 | -3,21 | 209 | -0,48 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 35.452 | 0,06 | 2.662 | 2,15 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 8.667 | 0,00 | 651 | 2,04 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 4 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 31.193 | 335,47 | 2.295 | 348,92 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 15.309 | 1.126 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 11.296 | 0,21 | 848 | 2,29 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 348.047 | -18,07 | 26.138 | -16,34 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 4.519 | 0,00 | 332 | 3,11 | ||||
| 2026-02-17 | 13F | Harding Loevner Lp | 1.918.731 | 128,18 | 141.143 | 135,18 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 205 | 0,00 | 15 | 0,00 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 5.170 | 33,42 | 380 | 35,23 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.058 | 0,00 | 230 | 2,23 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 10.913 | 16,34 | 803 | 19,88 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 101.252 | -57,31 | 7.448 | -57,11 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 7.581 | -7,05 | 569 | -5,01 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.554 | 0,00 | 114 | 3,64 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 3.082 | -1,56 | 227 | 1,35 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 89.380 | 39,86 | 6.575 | 44,17 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 547.144 | -0,44 | 40.248 | 2,62 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 976.096 | 1.302,92 | 72.114 | 1.352,43 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 3.856 | 0,00 | 290 | 2,12 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.274.607 | -1,88 | 93.760 | 1,13 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 11.512 | 8,04 | 847 | 11,32 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 9.636 | 670,26 | 709 | 695,51 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 3.506 | 0,00 | 258 | 2,80 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 14.953 | -0,85 | 1.123 | 1,17 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 3.141 | 0,00 | 231 | 3,13 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 89 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 9.865 | 10,51 | 726 | 13,81 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 3.178 | 0,00 | 234 | 3,10 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 7.604 | -4,71 | 559 | -1,76 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 4.585 | 2,39 | 344 | 4,56 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cadence Wealth Management LLC | 66.377 | -5,49 | 4.883 | -2,59 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 67.828 | 0,95 | 5.094 | 3,06 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3.175 | -2,40 | 234 | 0,43 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 11.490 | 119,99 | 863 | 124,48 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7.886 | 3,21 | 580 | 6,42 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 39.734 | 17,79 | 2.984 | 20,27 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 2.794 | 206 | ||||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 32.557 | -0,02 | 2.445 | 2,05 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 7.601 | 2,19 | 559 | 5,47 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.972 | -30,54 | 223 | -28,98 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 236.763 | 61,39 | 17.781 | 64,77 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 555 | 0,00 | 42 | 2,50 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 4.886 | -13,93 | 359 | -11,36 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 3.290 | 0,00 | 247 | 2,07 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1.700 | 0,00 | 121 | 6,14 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32.294 | 0,00 | 2.305 | 6,18 | ||||
| 2026-01-23 | 13F | John S. & James L. Knight Foundation, Inc. | 202.601 | 14.903 | ||||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 2.798 | 206 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.842 | 213 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 18.043 | 0,67 | 1.355 | 2,81 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 43.110 | -17,82 | 3.238 | -16,10 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 16.632 | 0,00 | 1.249 | 2,13 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 99.157 | -0,37 | 7.447 | 1,72 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 15.765 | 0,41 | 1.184 | 2,51 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 241.116 | 3.297,91 | 17.736 | 3.405,14 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 3.408 | 0,44 | 251 | 3,31 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 3.238 | 0,00 | 243 | 2,10 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 3.488 | -14,55 | 257 | -12,03 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 376.684 | 8,77 | 27.709 | 12,11 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 12.080 | 49,88 | 907 | 53,21 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 141.377 | -0,20 | 10.400 | 2,86 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 8.685 | -71,33 | 639 | -70,48 | ||||
| 2026-01-27 | 13F | PFG Advisors | 102.201 | 6,53 | 7.518 | 9,80 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 7.226 | 2,37 | 543 | 4,43 | ||||
| 2025-11-13 | 13F/A | Cynosure Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.941 | -13,62 | 148 | -14,53 | ||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 57.705 | 10,26 | 4.245 | 13,63 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 151 | 11 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 26.188 | 1,19 | 1.967 | 3,31 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 803 | 0,00 | 59 | 3,51 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 4.492 | 0,00 | 337 | 2,12 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 9.719 | 0,00 | 715 | 9,34 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 45.492 | 310,99 | 3.417 | 319,66 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 19.478 | -2,87 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 822.511 | 0,76 | 61.771 | 2,87 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 18.046 | 0,27 | 1.398 | 5,75 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 16.913 | 0,30 | 1.244 | 3,41 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 122.891 | 59,62 | 9.040 | 64,52 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 166 | 0,00 | 12 | 0,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 11.996 | -0,46 | 901 | 1,58 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | City State Bank | 19.892 | 1,79 | 1.494 | 3,90 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 24.915 | 0,97 | 1.833 | 4,03 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 9.840 | -7,52 | 724 | -4,74 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 42.685 | -19,36 | 3.140 | -16,89 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 12.301 | 905 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 19.997 | -5,52 | 1.522 | -2,25 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 2.807 | 0,07 | 211 | 1,94 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 398.083 | -5,15 | 29.283 | -2,24 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 4.153 | 38,43 | 305 | 42,52 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 9.082 | -0,13 | 682 | 2,10 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 99 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 31.669 | 1,50 | 2.330 | 4,63 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4.804 | -4,15 | 361 | -2,17 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 9.766 | 58,72 | 733 | 62,17 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 236 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 383.246 | 28,00 | 28.192 | 31,92 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 86.854 | 2,07 | 6.523 | 4,20 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 525.948 | 6,20 | 39.499 | 8,42 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 21.236 | 0,00 | 1.562 | 3,10 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 15.801 | 1.162 | ||||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 9.432 | 13,30 | 694 | 16,67 | ||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 3.544 | 261 | ||||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 1.790 | 132 | ||||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.495 | 0 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 49.189 | 10,77 | 3.618 | 14,17 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 4.846 | -1,64 | 364 | 0,28 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 32.626 | 0,00 | 2.450 | 2,13 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 63.924 | 1.984,25 | 4.774 | 1.364,42 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 2.195.410 | -0,51 | 161.494 | 2,55 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 11.149 | 8,21 | 837 | 10,57 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 39.054 | 37,81 | 2.873 | 42,04 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 5.507 | 0,73 | 414 | 2,74 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 6.520 | 3,39 | 480 | 6,44 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 89.051 | 3,67 | 6.551 | 6,85 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 158.323 | -1,43 | 12 | 0,00 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 6.953 | -1,32 | 511 | 1,79 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 35.104 | -2,15 | 2.636 | -0,08 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 201.830 | 1.694,04 | 14.908 | 1.758,73 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.592 | -91,46 | 270 | -91,31 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 4.347 | 0,00 | 320 | 2,90 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 45.372 | -13,27 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 6.727 | 0,37 | 495 | 3,35 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 233.351 | 2,09 | 17.165 | 5,23 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 8.924.696 | 2,63 | 656.501 | 5,78 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 17.380 | 1,71 | 1.278 | 4,84 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 12.521 | 95,64 | 921 | 101,97 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 28.586 | -6,09 | 2.103 | -3,22 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 84 | 1,20 | 6 | 20,00 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 3.415 | 0,03 | 257 | 1,99 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 7.351 | 0,00 | 552 | 2,22 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 137.482 | 1,27 | 10.113 | 4,38 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 456.838 | 6,09 | 33.605 | 9,34 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 4.643 | 0,13 | 331 | 6,43 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 355.790 | 0,87 | 26.720 | 2,98 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 3.438.614 | 6,89 | 252.944 | 10,17 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 5.970 | 0,15 | 448 | 2,28 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 4.929 | 0,35 | 363 | 3,43 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 15.854 | 1,47 | 1.166 | 4,57 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 51.765 | 15,16 | 3.888 | 17,57 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 99.230 | -14,50 | 7.452 | -12,70 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 903 | 66 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 181.298 | -0,87 | 13.336 | 2,17 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.593 | 7,02 | 871 | 9,30 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 175 | 0,00 | 13 | 8,33 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 12.082 | 2,71 | 907 | 4,86 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 4.161 | -0,43 | 306 | 2,68 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 7.394 | 45,09 | 544 | 49,59 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.581 | 0,13 | 128 | 2,40 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 14.068 | 0,21 | 1.039 | 3,80 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 945,00 | 62 | 1.120,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 876.974 | 8,41 | 65 | 12,28 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 43.688 | 5,21 | 3.281 | 7,40 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 6.584 | 484 | ||||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 19.985 | -0,22 | 1.501 | 1,83 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 15.282 | -4,68 | 1.148 | -2,71 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 4.536 | 341 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 69.468 | 28,37 | 5.217 | 31,08 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 36.070 | 1,33 | 2.653 | 4,45 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 67.749 | -0,45 | 5.088 | 1,64 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 488.238 | -0,44 | 36 | 2,94 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 461.115 | -1,23 | 34.630 | 0,83 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.516 | -0,79 | 189 | 1,08 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 18.620 | 1.370 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.891.080 | 7,31 | 212.668 | 11,54 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 125 | 0,00 | 9 | 12,50 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 23.369 | 3,80 | 1.755 | 5,98 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 19.812 | -8,33 | 1.488 | -6,42 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 341.669 | 2,45 | 25.960 | 2,75 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 19.365 | -3,45 | 1.454 | -1,42 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 4.905 | 361 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 3.124.733 | 12,28 | 229.855 | 15,73 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 160.152 | 5,32 | 11.781 | 8,55 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 292.105 | -1,87 | 22.229 | 1,52 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 13.080 | -2,93 | 982 | -0,91 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 3.801 | 0,00 | 285 | 2,15 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 2.748 | 206 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 8.076 | -1,10 | 607 | 1,00 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 6.813 | -10,39 | 512 | -8,59 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 814 | 516,67 | 61 | 577,78 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 15.098 | 81,38 | 1.134 | 85,13 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 149.812 | 13,88 | 11.020 | 17,40 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 41.786 | -0,63 | 3.138 | 1,45 | ||||
| 2026-02-17 | 13F | Family Management Corp | 895 | 1,82 | 66 | 4,84 | ||||
| 2026-04-14 | 13F | Flower City Capital | 818.248 | 2,89 | 61.450 | 5,05 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Pcg Asset Management, Llc | 10.031 | -6,57 | 748 | -2,48 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 256.064 | 1,19 | 18.836 | 4,30 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 328.208 | 12,84 | 24.143 | 16,31 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 10.633 | 782 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 33.091.149 | 38,08 | 2.434.185 | 42,32 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 6.600 | 0,00 | 485 | 2,97 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 22.016 | 72,81 | 1.653 | 76,41 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 48.703 | -3,06 | 3.658 | -1,03 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 87.829 | 40,11 | 6.596 | 43,03 | ||||
| 2026-02-17 | 13F | NCP Inc. | 7.838 | 4,27 | 577 | 7,46 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 2.976.271 | 14.241,40 | 218.934 | 14.682,85 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 4.413 | -4,65 | 325 | -1,82 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 4.542.145 | 10,63 | 334.120 | 14,03 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 83.984 | 1,42 | 6.307 | 3,55 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 282 | 21 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 137.836 | 6,04 | 10.139 | 9,29 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 10.030 | -34,90 | 716 | -30,92 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 32.715 | -0,33 | 2.407 | 2,73 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 218 | 16 | ||||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 7.127 | 3,33 | 524 | 6,50 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 169.935 | 1,32 | 12.500 | 4,43 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 6.685 | 0,00 | 502 | 2,24 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 22.596 | 21,13 | 1.697 | 23,62 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 74.223 | -3,29 | 5.460 | -0,33 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 24.892 | 1.831 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 18.700 | -5,47 | 1.404 | -3,51 | ||||
| 2026-02-11 | 13F | CNB Bank | 3.370 | 0,00 | 248 | 2,92 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 5.866 | 21,42 | 432 | 25,29 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 25.467 | -15,40 | 1.913 | -13,64 | ||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 722.611 | -2,75 | 54.268 | -0,71 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 1.046.633 | 3,43 | 76.990 | 6,60 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 5.305 | 0,55 | 390 | 3,72 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 7.746 | -4,84 | 582 | -2,84 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 396.434 | -1,27 | 29.772 | 0,79 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14.854 | 25,77 | 1.093 | 29,69 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 9.323 | -1,41 | 686 | 1,63 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 1.972 | 22,48 | 145 | 27,19 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 729.000 | -1,06 | 54.748 | 1,01 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 110.812 | 0,01 | 8.151 | 3,09 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 59.721 | -1,88 | 4.485 | 0,18 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 795 | 0,00 | 58 | 3,57 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.588 | 0,00 | 264 | 30,85 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 19.609 | 0,00 | 1.442 | 3,07 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 248.592 | 2,11 | 18.286 | 5,24 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 144.924 | -1,68 | 11.011 | -1,40 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.666 | 0,00 | 125 | 2,46 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 6.777 | 0,00 | 499 | 3,11 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 16.140 | -3,58 | 1.212 | -1,54 | ||||
| 2026-04-21 | 13F | Washington Growth Strategies Llc | 50.329 | -15,30 | 3.780 | -13,52 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 34.903 | -52,96 | 2.567 | -51,52 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 48.601 | 149,10 | 3.575 | 156,82 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 4.517 | 0,00 | 339 | 2,11 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.674 | -8,64 | 576 | -6,65 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 453.761 | -0,01 | 33.379 | 3,06 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 190.265 | -1,48 | 14.289 | 0,58 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 14.108 | -20,99 | 1.038 | -18,60 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3.451 | -61,09 | 259 | -60,28 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 230.800 | 0,00 | 17.238 | 3,81 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1.057.394 | 3,99 | 79.410 | 6,17 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 8.170 | 1,73 | 601 | 4,71 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 6.122 | 0,00 | 460 | 2,00 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 3.307 | -5,70 | 248 | -3,50 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 142.739 | 29,60 | 10.500 | 33,58 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 143.460 | 10.774 | ||||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 366.513 | -0,26 | 26.961 | 2,80 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 71.497 | -0,12 | 5.259 | 2,96 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 32.135 | 0,00 | 2.364 | 3,05 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 25.902 | 105,93 | 1.905 | 112,37 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 13.972 | -1,93 | 1.049 | 0,10 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 31.601 | 0,17 | 2.373 | 2,28 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 14.783 | -1,28 | 1.110 | 0,82 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 2.977 | 219 | ||||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 9.251 | 11,97 | 680 | 15,45 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 11.820 | 0,00 | 888 | 2,07 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 3.176 | 0,06 | 238 | 2,15 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 114.192 | 0,00 | 8.576 | 2,10 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 4.503 | 10,80 | 331 | 14,14 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 5.816 | 428 | ||||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 5.625 | 9,76 | 422 | 12,23 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 10.198.089 | 2,77 | 750.171 | 5,93 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 4.933 | -21,79 | 363 | -19,56 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 13.334 | 0,00 | 981 | 3,05 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 2.795 | 0,00 | 210 | 1,95 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 3.024 | 167,61 | 222 | 177,50 | ||||
| 2026-02-12 | 13F | Barometer Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 9.181 | -0,38 | 675 | 2,74 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 2.220 | -99,25 | 175 | -99,03 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 4.717.816 | -1,21 | 347.043 | 1,82 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 32.565 | 0,00 | 2.395 | 3,06 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 15.750 | 148,85 | 181 | -60,09 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 6.919 | 509 | ||||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 58.210 | 1,00 | 4.372 | 3,11 | ||||
| 2026-02-10 | 13F | Performa Ltd (US), LLC | 390.601 | 8,34 | 28.733 | 11,66 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 601 | 0,00 | 44 | 4,76 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 24.375 | -24,39 | 1.793 | -22,04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.410 | -7,40 | 707 | -5,49 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 105.434 | 0,01 | 7.756 | 3,07 | ||||
| 2026-02-10 | 13F | Up Strategic Wealth Investment Advisors Llc | 14.858 | 0,00 | 1.177 | 10,11 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 24.865 | -0,56 | 1.867 | 1,52 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 9.947 | -77,58 | 732 | -76,90 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 248.722 | 0,50 | 18.296 | 3,59 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 3.443 | 21,15 | 253 | 25,25 | ||||
| 2026-04-24 | 13F | Washington Capital Management Inc | 14.570 | 0,00 | 1.094 | 2,15 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.919 | 21,38 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 18.599 | -0,49 | 1.368 | 2,63 | ||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 56.269 | -3,39 | 4.139 | -0,41 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 27.260 | 3,55 | 2.169 | 12,04 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6.750 | 2,40 | 507 | 4,55 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 43.411 | 89,91 | 3.260 | 93,93 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 5.709 | 4,75 | 452 | 15,31 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 7.587 | 0,00 | 558 | 3,14 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 1.240 | 0,00 | 95 | 6,74 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 16.900 | -2,99 | 1.243 | 0,00 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 3.327 | -9,02 | 245 | -6,51 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 5.636 | 43,85 | 415 | 48,39 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 80.177 | 23,33 | 5.896 | 27,10 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 11.556 | -24,19 | 850 | -21,80 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 791.802 | -5,34 | 59.464 | -3,35 | ||||
| 2026-01-26 | 13F | Zeit Capital LLC | 1.546 | 0,45 | 114 | 3,67 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 1.102 | 81 | ||||||
| 2026-04-21 | 13F | Northeast Investment Management | 129.441 | 72,69 | 9.721 | 76,33 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.762 | -88,52 | 207 | -88,30 | ||||
| 2026-02-06 | 13F | Vantage Investment Partners, LLC | 5.493 | 0,00 | 404 | 3,06 | ||||
| 2026-04-23 | 13F | Industrial Alliance Investment Management Inc. | 94.136 | 0,00 | 7 | 16,67 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.260 | 0,00 | 95 | 2,17 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 5.807 | 16,14 | 427 | 19,94 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 12.517 | 24,09 | 940 | 26,68 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 4.755 | 0,00 | 357 | 2,29 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 6.257 | 2,54 | ||||||
| 2026-04-23 | 13F | West Bancorporation Inc | 39.911 | 23,67 | 2.997 | 26,24 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 21.500 | 37,59 | 1.582 | 41,79 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 4.760 | 0,00 | 350 | 3,55 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 413.033 | -2,84 | 31 | 0,00 | ||||
| 2026-02-13 | 13F | Commerce Bank | 118.029 | 5,14 | 8.682 | 8,38 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 14.735 | -2,73 | 1.107 | -0,72 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 7.430.169 | 3,53 | 546.563 | 6,71 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 11.719 | -0,86 | 862 | 2,25 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 8.198 | -8,47 | 616 | -6,53 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 4.071 | 6,54 | 299 | 9,93 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 12.968 | 974 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 27.521 | 12,29 | 2.067 | 14,65 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 27.562 | -66,25 | 2.027 | -65,22 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 436.044 | 1,50 | 32.747 | 3,62 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 2.571 | 69,14 | 189 | 75,00 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 116.406 | -30,91 | 8.563 | -28,94 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 2.680 | 0,00 | 197 | 3,14 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 5.729 | 0,00 | 430 | 2,14 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 12.701 | 0,10 | 934 | 3,20 | ||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 5.612 | -24,46 | 450 | -15,28 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 116.912 | 1,03 | 8.780 | 3,15 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4.039 | 0,10 | 303 | 2,36 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 320.974 | 8,03 | 24.086 | 10,19 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 5.730 | 0,00 | 430 | -1,83 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 26.516 | 4,53 | 1.991 | 6,76 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 11.232 | 0,00 | 844 | 2,06 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 67.118 | -7,01 | 5.041 | -5,07 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 265.807 | 0,12 | 19.962 | 2,22 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 3.796.683 | 1,46 | 285.132 | 3,59 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 344.987 | -0,73 | 25 | 4,17 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 6.563 | 0,00 | 483 | 2,99 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2.140 | 59,82 | 161 | 60,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.728 | -2,39 | 1.106 | -0,27 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 4.378 | 2,08 | 329 | 4,13 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 31.282 | 0,00 | 2.301 | 3,09 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 3.209 | 0,00 | 236 | 3,06 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 10.513 | 0,32 | 789 | 2,47 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 416.465 | -2,40 | 30.636 | 0,59 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 10.811 | -28,83 | 812 | -27,39 | ||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 3.100 | 0,00 | 228 | 3,17 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 7.712 | 0,00 | 567 | 3,09 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 24.885 | 481,83 | 1.869 | 494,90 | ||||
| 2026-01-29 | 13F | Richard C. Young & CO., LTD. | 12.730 | 1,56 | 936 | 4,70 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 2.692 | -89,24 | 202 | -89,02 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.745 | 0,00 | 131 | 2,34 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 483 | -42,43 | 36 | -40,98 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 4.384 | 4,01 | 329 | 6,13 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 31.380 | 0,12 | 2.357 | 2,21 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 6.802 | 0,00 | 500 | 3,09 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 8.036 | 0,00 | 604 | 2,03 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 3.168 | 0,00 | 238 | 1,72 | ||||
| 2026-02-11 | 13F | Nyl Investors Llc | 48.889 | 3.596 | ||||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 10.462 | 9,01 | 769 | 12,43 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 6.520 | 0,00 | 490 | 2,09 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.006 | -1,15 | 243 | 3,86 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 5.252 | 30,13 | 394 | 33,11 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 6.956 | 564 | ||||||
| 2026-02-12 | 13F | August Group Capital Ltd | 2.995 | 220 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 353.197 | 0,59 | 25.981 | 3,68 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4.976 | -1,05 | 374 | 1,08 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 11.533 | 47,80 | 848 | 52,52 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 22.353 | 17,46 | 1.679 | 23,56 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 5.663 | -13,24 | 417 | -10,54 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21.169 | -0,93 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 18.981 | -4,89 | 1.425 | 142.400,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 669 | 5,35 | 49 | 8,89 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 737 | 55 | ||||||
| 2026-01-28 | 13F | Tufton Capital Management | 3.270 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Parthenon Llc | 16.928 | 0,00 | 1.271 | 2,09 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 33.257 | -0,25 | 2.446 | 2,82 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 32.000 | 0,00 | 2.354 | 3,07 | ||||
| 2026-02-13 | 13F | Barclays Plc | 935 | -91,60 | 69 | -91,44 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 9.230 | 0,00 | 679 | 3,04 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 105.611 | 5,10 | 7.931 | 7,31 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 478 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 4.045 | -1,58 | 298 | 1,37 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 140.755 | 1,08 | 10.571 | 3,19 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 395.432 | -0,23 | 29.697 | 1,86 | ||||
| 2026-02-17 | 13F | Susquehanna Advisors Group, Inc. | 20.250 | 0,00 | 1.490 | 3,04 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 32.729 | 4,83 | 2.408 | 8,03 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 350 | 0,00 | 26 | 4,17 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 17.281 | 1.298 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.738 | 206 | ||||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 596.366 | 3,17 | 43.871 | 6,35 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 48.425 | 10,96 | 3.562 | 14,39 | ||||
| 2026-04-22 | 13F | Sentry LLC | 7.654 | -29,59 | 575 | -28,16 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 3.025 | 227 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.314 | 5,50 | 549 | 7,65 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 44.557 | 3,70 | 3.346 | 5,89 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 303.062 | 1,15 | 22.293 | 4,26 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 64.952 | 12,04 | 4.878 | 14,38 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.975.224 | 2,89 | 145.299 | 6,04 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 4.270 | 321 | ||||||
| 2026-02-17 | 13F | Summit Global Investments | 9.966 | -2,07 | 1 | |||||
| 2026-01-28 | 13F | Glassman Wealth Services | 1.143.369 | 3,00 | 84.106 | 6,16 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 4.957 | 7,22 | 372 | 9,41 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 26.717 | -7,77 | 2.006 | -5,82 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 122.107 | 2,25 | 9.309 | 7,04 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 2.990 | 220 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 220.615 | -1,17 | 16.228 | 1,86 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 3.933 | -0,13 | 289 | 2,85 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 16.084 | -1,74 | 1.183 | 1,28 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 101.964 | 6,04 | 7.657 | 8,26 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 33 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 391.062 | 17,52 | 29.369 | 19,98 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2.861 | 215 | ||||||
| 2026-01-27 | 13F | Hedges Asset Management LLC | 4.600 | 0,00 | 338 | 3,05 | ||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 18.962 | -1,30 | 1.424 | 0,78 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 3.361 | 247 | ||||||
| 2026-02-05 | 13F | Security National Bank | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ascent Group, LLC | 23.022 | -0,81 | 1.693 | 2,23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.647.797 | 1,51 | 121.212 | 105.300,87 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 286.389 | 1,44 | 21.508 | 3,56 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 255 | 0,00 | 19 | 0,00 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 47.804 | 1,95 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 6.854 | 0,00 | 515 | 1,98 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 5.594 | -10,01 | 411 | -7,22 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5.052 | -0,47 | 379 | -1,82 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 30.886 | 843,95 | 2.272 | 874,68 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 26.406 | 2,03 | 1.942 | 5,14 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 31.820 | 2.341 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 33.800 | 60,95 | 2.486 | 65,95 | |||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 10.407 | 1,69 | 766 | 4,79 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 974.254 | 0,03 | 71.666 | 3,10 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 23.000 | -75,27 | 1.692 | -74,52 | |||
| 2026-02-18 | 13F | Sierra Capital LLC | 10.183 | 1,59 | 1 | |||||
| 2026-04-07 | 13F | Myecfo, Llc | 32.495 | -1,04 | 2.440 | 1,04 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 916.068 | 2,66 | 67.386 | 5,81 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 641 | 0,16 | 48 | 2,13 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 24.035 | -2,17 | 1.768 | 0,86 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 2.149.705 | 6,07 | 161.443 | 8,29 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 10.162 | 748 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 721.405 | 6,04 | 54.177 | 8,26 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 9.975 | 29,14 | 734 | 33,03 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3.666 | 5,89 | 275 | 8,27 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 11.557 | 850 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 44.975 | 0,88 | 3.308 | 3,99 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 3.000 | 0,00 | 225 | 2,27 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.000 | 6,95 | 75 | 10,29 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 682 | 51 | ||||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 194.556 | -4,30 | 14.611 | -7,54 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 159.436 | 6,60 | 11.974 | 8,84 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.069 | -6,15 | 456 | -4,21 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7.080 | 2,05 | 532 | 4,12 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 4.860 | 0,00 | 365 | 1,96 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 8.427 | -0,80 | 620 | 2,15 | ||||
| 2026-04-27 | 13F | Consolidated Portfolio Review Corp | 41.848 | 0,00 | 3.143 | 2,08 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 37.314 | 0,17 | 2.745 | 3,24 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 10.452 | 785 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 715.363 | 6,78 | 52.622 | 10,06 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7.757 | -3,70 | 583 | -1,69 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 5.051 | 5,60 | 379 | 7,98 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 33.900 | 2.494 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 73.036 | -3,94 | 5.485 | -1,93 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 6.842 | 24,88 | 514 | 27,30 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 28.174 | -17,51 | 2.072 | -14,98 | ||||
| 2025-11-10 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4.755 | 33,45 | 357 | 36,26 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 12.552 | 923 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.071 | -4,68 | 447 | -1,76 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 36.088 | 0,06 | 2.655 | 3,11 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 5.782 | 0,00 | 437 | -0,23 | ||||
| 2026-02-13 | 13F | Sanders Capital, LLC | 6.463.079 | -28,52 | 475.424 | -26,33 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 71.040 | 5.226 | ||||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 320.238 | 0,00 | 24 | 4,55 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 24.577 | -0,04 | 1.846 | 2,05 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 52.044 | 32,95 | 3.909 | 35,74 | ||||
| 2026-02-11 | 13F | Capital International Investors | 38.364 | 129,88 | 2.834 | 138,95 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 120 | 0,00 | 9 | 12,50 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.187 | 0,16 | 239 | 2,14 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 5.195 | 24,55 | 382 | 28,62 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 5.247 | 17,99 | 394 | 20,49 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 50.364 | -91,34 | 3.705 | -91,08 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 19.560 | 27,81 | 1.439 | 31,68 | ||||
| 2026-01-26 | 13F | Ckw Financial Group | 290.287 | -0,12 | 21 | 5,00 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 162.557 | 1,42 | 11.958 | 4,53 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 665.214 | 2,78 | 49.958 | 4,93 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 7.105 | -0,98 | 534 | 1,14 | ||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 15.681 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 204.282 | 2,20 | 15.027 | 5,33 | ||||
| 2026-03-20 | 13F | Purpose Unlimited Inc. | 29.596 | 2.177 | ||||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 2.886.475 | 9,55 | 212.329 | 12,91 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 495 | -21,18 | 37 | -19,57 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 423.648 | 11,06 | 31.164 | 14,46 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.720 | 2,14 | 279 | 4,49 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 30.045 | -7,25 | 2.210 | -4,37 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 25.804 | 0,35 | 1.898 | 3,43 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 1.995 | 0,00 | 147 | 2,82 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 85.160 | 40,94 | 6.396 | 43,90 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 369.852 | -2,28 | 27.776 | -0,23 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 19.322 | 0,33 | 1.421 | 3,42 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 27.611 | 173,70 | 2.031 | 182,48 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 12.500 | 0,00 | 939 | 2,07 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1.014 | 0,00 | 76 | 2,70 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 34.827 | 1,02 | 2.615 | 3,16 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 24.179 | -19,01 | 1.879 | -12,81 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 183.847 | 1,42 | 13.524 | 4,52 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 41.391 | 0,08 | 3.108 | 2,17 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 24.696 | -7,97 | 1.855 | -6,03 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 10.141 | 4,87 | 762 | 7,03 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 239.394 | 1,64 | 17.610 | 4,76 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 25.658 | 0,17 | 1.887 | 3,23 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3.008 | 0,00 | 226 | 1,81 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 12.073 | -1,28 | 907 | 0,78 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 49.537 | 57,85 | 3.644 | 62,71 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 518.114 | -1,63 | 38.112 | 1,39 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 7.275 | 195,25 | 535 | 205,71 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 644 | 0,00 | 51 | 4,08 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 140 | 0,00 | 10 | 11,11 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 72.896 | -4,48 | 5.362 | -1,54 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 3.365 | 0,00 | 248 | 2,92 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 70.956 | -13,96 | 5.329 | -12,17 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 5.586 | 0,00 | 420 | 1,70 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 951 | 38,83 | 71 | 42,00 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 99.699 | 1,45 | 7.334 | 4,56 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 3.902 | 287 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 4.831 | -0,12 | 363 | 1,97 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 24.238 | -0,80 | 1.783 | 8,53 | ||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 30.673 | 2.339 | ||||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 3.512 | 0,06 | 258 | 3,20 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 260 | 19 | ||||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 14.160 | -4,98 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 17.621 | 0,00 | 1.323 | 2,08 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 25.170 | 0,51 | 1.890 | 2,61 | ||||
| 2025-11-14 | 13F | Marquette Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27.195 | 17,96 | 2.000 | 21,58 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.837 | 0,00 | 363 | 2,25 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 2.903 | 0,48 | 214 | 3,40 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 9.504 | 0,15 | 760 | 2,15 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 127.211 | 2,91 | 9.358 | 6,06 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 470 | 0,00 | 35 | 3,03 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 17.025.160 | 2,13 | 1.252.371 | 5,26 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 8.264 | 19,72 | 621 | 22,29 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 2.753 | 203 | ||||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 5.096 | 0,00 | 375 | 3,03 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 4.492 | -2,60 | 330 | 0,30 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.854 | 210 | ||||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 67.074 | -15,36 | 4.934 | -12,77 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 100.181 | -0,23 | 7.524 | 1,85 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1.369.464 | 2,24 | 100.738 | 5,38 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 68.459 | 1,20 | 5.036 | 4,31 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 57.053 | 6,49 | 4.285 | 8,73 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 99.088 | 0,02 | 7.289 | 3,08 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 18 | 1 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 14.603 | 4,85 | 1.074 | 8,05 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 85.806 | 7,83 | 6.312 | 11,13 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 947 | 0,00 | 71 | 2,90 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 11.533 | 5,80 | 848 | 9,00 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 6.194 | 9,94 | 465 | 12,32 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 10.715 | 22,68 | 805 | 25,23 | ||||
| 2026-04-24 | 13F | Balentine LLC | 112.028 | 0,00 | 8.413 | 2,10 | ||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 10.251 | 0,04 | 754 | 3,15 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 3.128 | 1,36 | 230 | 4,55 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4.300 | 12,07 | 323 | 14,18 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 296.830 | -2,84 | 21.835 | 0,14 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 9.200 | 1,66 | 691 | 3,76 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 151.182 | 24,19 | 11.121 | 27,99 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.883 | 0,00 | 217 | 1,89 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 104.761 | 33,65 | 7.706 | 37,75 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 255 | 19 | ||||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | 23.492 | -14,71 | 1.764 | 493,94 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 128.205 | 7,73 | 9.628 | 10,00 | ||||
| 2026-01-29 | 13F | Focused Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 42.984 | 1,58 | 3.162 | 4,67 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 99.705 | 411,28 | 7.334 | 427,25 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 2.665 | 0,15 | 203 | 3,59 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 21.309 | 0,00 | 1.567 | 3,09 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 72.878 | 6,10 | 5.737 | 17,01 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.215 | 176,77 | 0 | |||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 50.415 | -3,10 | 3.709 | -0,13 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 66.248 | 1.060,82 | 4.975 | 1.087,35 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 11.554 | 0,00 | 868 | 2,12 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15.483 | 2,75 | 1.163 | 4,87 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 38.709 | 2.907 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 2.258.124 | -4,51 | 166.108 | -1,58 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 43.402 | 182,97 | 3.259 | 188,92 | ||||
| 2026-02-17 | 13F | Watershed Asset Management, L.L.C. | 75.739 | -75,94 | 5.571 | -68,47 | ||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bluebird Wealth Management LLC | 3.024 | 222 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.828 | -3,41 | 474 | 3,50 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 10.523 | 0,00 | 774 | 3,06 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 43.402 | -0,87 | 3.259 | 1,21 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 3.662 | 1,02 | 269 | 4,26 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 10.397 | 1,64 | 765 | 3,95 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.552 | 0,00 | 114 | 3,64 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 19.816 | 0,94 | 1.458 | 4,00 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 47.382 | -3,00 | 3.485 | -0,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.490 | 9,32 | 112 | 11,00 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 5.384.662 | 0,92 | 396.096 | 4,02 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 4.830 | 45,97 | 363 | 48,97 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 3.248 | 18,58 | 244 | 20,90 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 27.307 | 9,58 | 2.051 | 11,84 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 5.880 | 0,15 | 442 | 2,32 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 800 | 0,00 | 59 | 1,75 | ||||
| 2026-02-17 | 13F | Fmr Llc | 300.044 | 6,77 | 22.071 | 10,05 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.050 | 0,00 | 224 | 3,23 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 12.361 | -12,03 | 909 | -9,28 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 252.132 | -16,56 | 18.547 | -14,00 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 26.896 | 44,73 | 1.979 | 49,17 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 70.700 | -0,89 | 5.201 | 2,14 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 3.996 | 300 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 60.444 | -0,65 | 4.446 | 2,40 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 805 | 0,00 | 60 | 1,69 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 14.909 | 1.097 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 8.242 | 1.220,83 | 606 | 1.277,27 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 7.138 | 536 | ||||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 67.440 | 16,57 | 5 | 25,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 16.843 | 17,77 | 1.265 | 20,27 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 193.015 | 6,90 | 14.198 | 10,18 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 228.404 | 228 | ||||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 4.037 | -20,77 | 297 | -18,46 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 8.678 | -6,55 | 652 | -4,69 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 125.152 | 58,32 | 9.206 | 63,20 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 14.210 | 1 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 141.311 | 10.612 | ||||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 6.275.046 | 1,42 | 461.592 | 4,53 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 46.725 | -0,03 | 3.437 | 3,06 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 68.693 | 37,26 | 5.053 | 41,50 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 22.778 | 1.676 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 122.649 | 23,85 | 9.211 | 26,44 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 15.154 | 73,37 | 1.138 | 77,26 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 275.154 | -1,34 | 20.651 | 0,66 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2.715 | 204 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 3.866 | -0,36 | 290 | 1,75 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 201.616 | -2,55 | 15.141 | -0,51 | ||||
| 2026-02-09 | 13F | Alta Advisers Ltd | 65.757 | 0,00 | 4.837 | 3,07 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 24.228 | 10,38 | 1.820 | 12,70 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 20.465 | 1.505 | ||||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 3.527 | -10,23 | 265 | -8,65 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 74.757 | -1,82 | 5.614 | 0,23 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 6.070 | 495 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 13.413 | 0,01 | 1.007 | 2,13 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 3.681.575 | -9,81 | 270.817 | -7,05 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 8.809 | 45,29 | 648 | 49,42 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 65.991 | 0,00 | 4.854 | 3,08 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 81.621 | 2,77 | 6.004 | 5,93 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 222.300 | -3,80 | 16.352 | -0,85 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 146.777 | -7,14 | 11.023 | -5,20 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 3.350 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 20.620 | -0,85 | 1.549 | 1,24 | ||||
| 2026-04-13 | 13F | Trust Co | 371 | 0,00 | 28 | 0,00 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 744 | 0,00 | 56 | 1,85 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 61.405 | 0,00 | 4.517 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 15.299 | 0,00 | 1.190 | 8,98 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1.395 | 0,14 | 105 | 1,96 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 289.692 | 19,95 | 22 | 23,53 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 103.907 | -18,73 | 7.803 | -17,02 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 23.054 | -6,84 | 1.696 | -4,02 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 33.452 | 0,00 | 2.512 | 2,11 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 37.241 | -60,15 | 2.797 | -59,32 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 21.238 | 164,81 | 1.562 | 173,08 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 200 | 0,00 | 15 | 7,14 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 80.817 | 0,46 | 5.945 | 3,54 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 515.285 | 1,27 | 38.698 | 3,39 | ||||
| 2026-01-29 | 13F | UBS Group AG | 6.715.001 | -1,59 | 493.955 | 1,43 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 904.871 | 11,08 | 67.956 | 13,41 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.365 | 0,00 | 328 | 1,87 | ||||
| 2026-02-03 | 13F | Bokf, Na | 10.721 | 6,36 | 789 | 9,60 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 3.604 | 265 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 2.803 | 211 | ||||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 4.086 | 419,19 | 301 | 435,71 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 5.329 | 0,00 | 400 | 2,04 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 10.711 | -1,53 | 804 | 0,50 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 748 | 0,00 | 55 | 0,00 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 12.993 | 679,42 | 976 | 2,20 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 26.547 | 1.953 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 8.632 | 635 | ||||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 27.603 | 25,14 | 2.030 | 28,97 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 1.948 | 0,00 | 146 | 2,10 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 397.838 | 25,07 | 29.268 | 28,92 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 45.790 | 5,12 | 3.368 | 8,37 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 7.531 | 40,79 | 554 | 45,14 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 6.395 | 5,53 | 470 | 8,80 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 208.816 | 1,30 | 15 | 7,14 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 3.015 | 0,00 | 222 | 2,79 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 29.975 | -50,47 | 2.251 | -49,43 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 44.832 | 96,61 | 3.298 | 102,64 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 13.329 | 140,81 | 980 | 148,10 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 7.714 | 25,41 | 567 | 29,16 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 607 | 0,00 | 46 | 2,27 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 4.966 | 0,00 | 365 | 3,11 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 128.038 | 6,05 | 9.418 | 9,30 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 132.119 | -2,48 | 9.719 | 0,51 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 936 | 0,00 | 69 | 3,03 | ||||
| 2025-11-05 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 24.688 | 1.854 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 835 | -50,00 | 67 | -47,20 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 507.301 | 3,91 | 37.317 | 7,10 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 35.632 | 4,73 | 2.676 | 6,91 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.022.660 | -0,32 | 76.802 | 1,77 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.105 | 81 | ||||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 10.342 | -7,85 | 761 | -5,12 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 11.963 | -15,70 | 880 | -13,14 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 22.631.718 | -2,46 | 1.664.789 | 0,54 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 14.464 | -1,70 | 1.086 | 0,37 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 2.980 | 0,20 | 219 | 3,30 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 25.974 | -1,12 | 1.951 | 0,93 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 4.418 | 0,00 | 332 | 2,16 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.425.295 | 2,39 | 251.965 | 5,53 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 333.057 | 1,46 | 24.500 | 4,58 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 15.120 | -16,39 | 1.112 | -13,80 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 154.444 | 11,86 | 11.752 | 15,71 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 105.390 | -4,20 | 8 | -12,50 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 108.870 | 1,91 | 8.176 | 4,05 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 98.635 | 4,28 | 7.256 | 7,48 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 255 | -3,04 | 19 | 0,00 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 200.437 | 2,58 | 14.744 | 5,73 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7.748 | -3,23 | 582 | -1,36 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.841.563 | -0,77 | 138.301 | 1,31 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2.140.987 | 3,80 | 157.491 | 6,99 | ||||
| 2026-02-10 | 13F | Charter Research & Investment Group, Inc. | 3.350 | 0,00 | 246 | 2,93 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 51.657 | -0,10 | 3.800 | 2,95 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 4.325 | 2,37 | 318 | 5,65 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 2.725 | -6,68 | 205 | -4,67 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 14.522 | -8,03 | 815 | -8,01 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 23.834 | 278,38 | 1.753 | 290,42 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 197.988 | -6,66 | 14.564 | -3,80 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 139.436 | 771,48 | 10.472 | 790,39 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 3.715 | 11,23 | 279 | 13,47 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 28.511 | -72,18 | 2.097 | -70,36 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 8.824 | 65,03 | 663 | 68,45 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 3.533 | 0,00 | 265 | 2,32 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 19.804 | -7,47 | 1.457 | -4,65 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6.246 | -0,86 | 469 | 1,30 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 5.377 | 396 | ||||||
| 2026-04-24 | 13F | United Community Bank | 371 | -27,68 | 28 | -27,03 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.496 | 0,20 | 263 | 2,34 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 164.865 | 7,23 | 12.127 | 10,52 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | OLIO Financial Planning | 145.683 | 1,62 | 10.941 | 3,75 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 178 | 0,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | JT Stratford LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Phraction Management LLC | 12.062 | 0,81 | 906 | 2,84 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 187.628 | 14 | ||||||
| 2026-04-30 | 13F | Petix & Botte Co | 2.183 | -49,98 | 328 | 1,87 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 955 | 0,00 | 72 | 1,43 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 10.838 | -0,52 | 797 | 2,57 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4.000 | 0,00 | 294 | 3,16 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 10.771 | 5,36 | 825 | 11,94 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 20.175 | 424,03 | 1.515 | 452,92 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 5.105 | 0,00 | 383 | 2,13 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.639 | -14,77 | 123 | -12,77 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 47.147 | 28,48 | 3.541 | 31,16 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 19.196 | -24,93 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 435 | 0,00 | 33 | 3,23 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 107.361 | -1,13 | 7.897 | 1,91 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 6.500 | 0,00 | 488 | 2,09 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 57.933 | -3,37 | 4.351 | -1,36 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 3.637 | -4,01 | 273 | -1,80 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 5.890 | 433 | ||||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 58 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 51.248 | 13,70 | 3.849 | 16,08 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4.714 | 1,07 | 354 | 3,21 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 11.513 | 20,30 | 912 | 20,50 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 2.721 | -1,34 | 200 | 2,04 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 745.670 | -1,54 | 56.738 | 1,85 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16.569 | 0,00 | 1.244 | 2,13 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 9.899 | 0,03 | 743 | 2,20 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 71.738 | 13,53 | 5.277 | 17,03 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 3.532 | 260 | ||||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 19.570 | 0,00 | 1.440 | 3,08 | ||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 7.148 | 0,00 | 526 | 2,94 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.909 | 0,00 | 140 | 2,94 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 1.223 | 90 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 86.269 | 2,60 | 6.479 | 4,75 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 58.975 | -4,77 | 4.338 | -1,83 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 74.146 | -70,19 | 5.454 | -69,27 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 55.705 | 0,00 | 4.183 | 2,10 | ||||
| 2026-02-17 | 13F | Pine Ridge Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 48.195 | 1,81 | 3.545 | 4,11 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 27.125 | -5,74 | 1.995 | -2,83 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 4.490 | 1,98 | 330 | 5,10 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 643.775 | -0,55 | 51.830 | 2,96 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3.485 | 0,00 | 262 | 1,95 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 2.670 | 201 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 49.433 | -4,06 | 3.712 | -2,06 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 36.333 | 0,00 | 2.673 | 3,05 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 182.943 | 1,60 | 13.739 | 3,73 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 30.365 | -0,65 | 2.280 | 1,42 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 9.456 | -16,23 | 710 | -14,46 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 325 | 0,00 | 24 | 4,35 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 500 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 6.162 | -11,40 | 453 | -8,67 | ||||
| 2026-04-10 | 13F | Novem Group | 18.148 | 0,01 | 1.363 | 2,10 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 28.714 | -0,35 | 2.156 | 1,75 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44.847 | 2,81 | 3.368 | 4,96 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 31.240 | -17,11 | 2.298 | -14,54 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 516.112 | 33,27 | 38.760 | 36,05 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 44.746 | -0,89 | 3.360 | 1,20 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 6.609 | 486 | ||||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 262.154 | 0,47 | 19.688 | 2,57 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 83.081 | 30,66 | 6.239 | 33,40 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 45.311 | 9,51 | 3.403 | 7,25 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 21.211 | 0,00 | 1.560 | 3,11 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 14.186 | -0,82 | 1.044 | 2,25 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.541 | 1,65 | 116 | 3,60 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 14.056 | -2,96 | 1.034 | 0,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 643.535 | 0,56 | 47.338 | 3,65 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 12.586 | -84,80 | 926 | -84,35 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 54.201 | -1,32 | 4.071 | 0,74 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.700 | 0,61 | 578 | 2,85 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.574 | 90,92 | 268 | 95,62 | ||||
| 2026-02-04 | 13F | Nwam Llc | 90.451 | -1,83 | 6.798 | 2,52 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 23.739 | 0,37 | 1.746 | 3,44 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 8.754 | 0,15 | 657 | 2,34 | ||||
| 2026-02-12 | 13F | Glaxis Capital Management, LLC | 6.380 | 2,26 | 914 | 2,81 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 16.233 | 2,32 | 1.219 | 4,46 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.401.087 | 3,95 | 103.064 | 7,14 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 92.086 | -2,87 | 6.916 | -0,85 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.200 | 0,00 | 162 | 2,55 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 24.276 | 17,67 | 1.786 | 21,26 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 21.814 | 5,31 | 1.605 | 8,53 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 7.396 | 0,16 | 555 | 2,21 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 36.050 | 0,78 | 2.652 | 3,88 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 643.712 | 1,19 | 47.351 | 4,29 | ||||
| 2026-01-27 | 13F | Pavion Blue Capital, LLC | 4.306 | 0,00 | 317 | 2,93 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 105 | 1,94 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 23.736 | 1,21 | 1.783 | 3,30 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 474.940 | -7,46 | 35.668 | -5,52 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 61.350 | 1,66 | 4.607 | 3,78 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 5.660 | 1.973,26 | 416 | 2.089,47 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.076 | 6,60 | 607 | 8,80 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 3.167 | 8,57 | 238 | 10,75 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 563.899 | -0,49 | 41.480 | 2,56 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 106.297 | 5,74 | 7.983 | 7,95 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 6.864 | 505 | ||||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 504.564 | 42,15 | 37.893 | 45,04 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 733.279 | -2,51 | 53.940 | 0,48 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 20.610 | 0,00 | 1.516 | 3,13 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 76.605 | -55,55 | 5.635 | -54,18 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 8.128 | 0,00 | 610 | 2,18 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 3.802 | 11,14 | 286 | 13,55 | ||||
| 2026-04-22 | 13F | Promethium Advisors,llc | 4.021 | 0,00 | 302 | 2,03 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 44.083 | 0,88 | 3.311 | 2,99 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 700 | -97,39 | 1.853 | 2,66 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 18.816 | 93,94 | 742 | 7,23 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 3.116 | 229 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 12.964 | -21,88 | 974 | -20,25 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 13.945 | 78,37 | 1.026 | 84,02 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 101.008 | 12,34 | 7.586 | 14,68 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 10.997 | -0,45 | 826 | 1,60 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 513 | 0,00 | 38 | 2,78 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 1.411.428 | 69,55 | 103.825 | 74,75 | ||||
| 2026-01-23 | 13F | Factory Mutual Insurance Co | 12.000 | 0,00 | 883 | 3,04 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 36.686 | -4,96 | 2.755 | -2,96 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 545.724 | 5,08 | 40.143 | 8,30 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 6.584 | 0,00 | 494 | 2,07 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.112 | 0,00 | 234 | 2,19 | ||||
| 2025-11-13 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 3.093 | -0,16 | 228 | 2,71 | ||||
| 2026-04-23 | 13F | Summer Road Llc | 320 | 0,31 | 24 | 4,35 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 4.624 | 2,26 | 347 | 4,52 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 4.187 | -50,00 | 314 | -48,94 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3.386 | -8,68 | 257 | -9,51 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 8.461 | 0,40 | 635 | 2,58 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3.470 | 0,06 | 261 | 1,96 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 1.515 | 0,07 | 114 | 1,80 | ||||
| 2026-04-21 | 13F | Creekside Partners | 65.890 | 6,64 | 4.948 | 8,87 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 126.465 | -38,32 | 9.303 | -36,43 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 651.166 | 1.198,72 | 47.900 | 1.238,71 | ||||
| 2026-04-09 | 13F | Platt Investment Counsel, LLC | 90.544 | 6.800 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 41.853 | -0,26 | 3.143 | 1,85 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 93 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 3.716 | 3,31 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 949.678 | -1,09 | 71.321 | 0,98 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 509.693 | -0,45 | 37.493 | 2,61 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 15.113 | -4,05 | 1.135 | -3,57 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 8.271 | 0,00 | 621 | 2,14 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 3.535 | 0,00 | 265 | 1,92 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 3.831 | -8,13 | 282 | -5,39 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 5.142 | 153,43 | 386 | 2,93 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3.445 | 259 | ||||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 805 | 59 | ||||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 3.079 | 227 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.019.221 | -0,48 | 302 | 1,35 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 25.519 | 0,08 | 1.877 | 3,19 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9.012 | -23,52 | 677 | -21,94 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 560 | 0,00 | 41 | 5,13 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 690.557 | 1,28 | 50.797 | 4,39 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 3.263 | 12,02 | 240 | 15,94 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4.531 | 340 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6.387 | 12,27 | 480 | 14,59 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 497.130 | 7,44 | 36.569 | 10,73 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 9.162 | 65,80 | 674 | 70,81 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 7.044 | 0,00 | 1 | |||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 212.817 | 5,17 | 15.983 | 7,38 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 290.901 | 5,10 | 21 | 10,53 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 16.937 | 2,86 | 1.272 | 4,95 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 119.446 | -1,99 | 9.750 | 8,76 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 373.260 | 2,52 | 27.457 | 5,67 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4.197 | 3,37 | 315 | 5,70 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.743 | 0,00 | 131 | 1,56 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 17.396 | -23,59 | 1.306 | -21,98 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 195.513 | 19,39 | 14.382 | 23,05 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 253.369 | 1,05 | 18.638 | 4,15 | ||||
| 2026-01-29 | 13F | Comerica Bank | 194.447 | 3,96 | 14.304 | 7,15 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 135.244 | 8,62 | 9.949 | 11,95 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 11.310 | 832 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Granby Capital Management, LLC | 408.000 | 0,00 | 30.012 | 3,07 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 91.427 | -1,40 | 6.725 | 1,63 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1.052 | 79 | ||||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 10.318 | 759 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 270.676 | 1,58 | 19.386 | 1,93 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 14.821 | -18,05 | 1.113 | -16,32 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 8.893 | 8,23 | 668 | 10,43 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 4.765 | 16,62 | 347 | 15,33 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 746.676 | -0,09 | 54.925 | 2,97 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 7.482 | 0,08 | 562 | 2,19 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 13.255 | 1,11 | 975 | 4,28 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 5.425 | -23,32 | 407 | -21,73 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 641 | 0,16 | 48 | 2,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 604.332 | 21,79 | 44.439 | 25,47 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 6.693 | 0,00 | 503 | 2,03 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 5.050 | 371 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 593 | 0,00 | 45 | 2,33 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 261.536 | -0,15 | 19.641 | 1,94 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 68.091 | 0,73 | 5.009 | 3,81 | ||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 5.779 | 1,71 | 425 | 4,94 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 4.145 | 311 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 26.921 | 988,60 | 1.989 | 1.036,00 | ||||
| 2026-04-30 | 13F | Bernzott Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 3.643 | 0,16 | 274 | 2,25 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 233.742 | -1,87 | 17.194 | 1,14 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 50.441 | 8,96 | 3.788 | 11,25 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 159.816 | -3,85 | 12.002 | -1,84 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 6.000 | 451 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 27.644 | -1,99 | 2.076 | 0,10 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 8.343 | 1,71 | 614 | 4,79 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 16.734 | 3,74 | 1.231 | 6,86 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 434.782 | 3,32 | 31.983 | 6,49 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 41.485 | 0,00 | 3.116 | 2,10 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 2.898 | 0,00 | 213 | 3,40 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 468 | 35 | ||||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 516 | 1,57 | 38 | 2,78 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 42.350 | 12,47 | 3.180 | 14,84 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 5.770 | 3,67 | 442 | 9,95 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 6.965 | -5,02 | 523 | -2,97 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5.535.204 | 5,62 | 415.694 | 7,83 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 12.044 | 0,01 | 905 | 2,15 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 7.651 | 0,00 | 563 | 2,93 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 28.293 | 0,00 | 2.081 | 3,07 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 14.255 | 0,00 | 1.049 | 3,05 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 14.698 | -0,53 | 1.081 | 2,56 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 22.947 | 461,05 | 1.688 | 479,73 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 10.446 | 1,36 | 1 | |||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 10.532 | 775 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 52.442 | 0,88 | 3.938 | 3,01 | ||||
| 2026-02-17 | 13F | Intrepid Family Office Llc | 50.000 | 0,00 | 3.678 | 3,08 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 5.815 | 437 | ||||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 154.702 | 0,34 | 11.380 | 3,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 11.200 | 0,00 | 841 | 2,19 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 42.065 | 0,03 | 3.094 | 3,10 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 8.200 | 39,10 | 603 | 43,57 | ||||
| 2026-04-08 | 13F | Tlwm | 3.724 | 4,78 | 280 | 6,90 | ||||
| 2026-02-04 | 13F | ESG Planning | 94.280 | 11,71 | 6.935 | 15,14 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 2.969 | 0,00 | 223 | 1,83 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 254 | 1,60 | 0 | |||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 34.014 | -5,43 | 2.589 | -2,16 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 52.632 | 0,00 | 3.953 | 2,09 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3.632 | 19,00 | 267 | 23,04 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 136.295 | 18,66 | 10.026 | 22,30 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 42.740 | 25,25 | 3.210 | 27,85 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 49.809 | 0,15 | 3.741 | 2,24 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 8.747 | 1,33 | 657 | 3,47 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 252 | 19 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | -89,01 | 8 | -89,39 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 277.408 | 9,26 | 20.406 | 12,61 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 112 | 8 | ||||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 20.839 | -2,72 | 1.565 | -0,63 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 972.309 | 2.769,61 | 72 | 3.450,00 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 7.020 | -0,96 | 516 | 2,18 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 2.711.435 | 19,64 | 199.453 | 23,31 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 47.300 | 13,54 | 3.479 | 17,02 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 67.191 | 4.943 | ||||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 5.521 | 33,52 | 406 | 35,33 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.188 | 32,28 | 315 | 35,34 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 8.008.451 | 4,22 | 589.102 | 7,41 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 7.606 | 0,01 | 571 | 2,15 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 22.506 | 0,00 | 1.656 | 3,05 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.608 | 0,94 | 118 | 4,42 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.800 | 0,00 | 213 | 3,90 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 3.946 | 0,00 | 290 | 3,20 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 18.053 | 5,83 | 1.328 | 9,04 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.177 | 0,00 | 381 | 2,98 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.246 | 0,00 | 94 | 2,20 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 6.659 | -7,48 | 500 | -5,48 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 185 | 0,00 | 14 | 0,00 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 192.702 | 14.175 | ||||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Boston Family Office Llc | 28.641 | -1,16 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 297.847 | 8,42 | 21.910 | 11,75 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 21.753 | -3,69 | 1.634 | -1,69 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 11.993 | 229,03 | 882 | 239,23 | ||||
| 2026-01-30 | 13F | Shaker Investments Llc/oh | 17.384 | 1.279 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.300 | 0,00 | 398 | 2,31 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 49.690 | 30,98 | 3.732 | 33,73 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 6.205 | -0,03 | 456 | 3,17 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 64.925 | 4.776 | ||||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 3.349 | 0,00 | 246 | 2,93 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 83.740 | -0,36 | 6.160 | 2,68 | ||||
| 2026-02-03 | 13F | Navellier & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 210.246 | -13,49 | 15.789 | -11,68 | ||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 15.579 | -4,82 | 1.146 | -1,97 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 5.152 | -22,01 | 387 | -20,41 | ||||
| 2026-02-17 | 13F | Select Equity Group, L.P. | 546.590 | 40.207 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 4.412 | 66,99 | 331 | 70,62 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 8.464 | -2,59 | 623 | 0,32 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.284 | 19,85 | 242 | 23,59 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 216 | 0,00 | 16 | 6,67 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.940 | 4,96 | 224 | 9,80 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 4.881 | 0,31 | 367 | 2,52 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7.992 | -7,99 | 600 | -8,26 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12.807 | -59,86 | 962 | -59,04 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 11.398 | -16,19 | 838 | -13,61 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 52.914 | 8,41 | 3.892 | 11,74 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 221.226 | -0,84 | 16.273 | 2,20 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 28.152 | -39,72 | 2.071 | -37,89 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 270 | 0,00 | 20 | 5,26 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 68.184 | 0,75 | 5.016 | 3,85 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 3.392.150 | 8,88 | 249.527 | 12,22 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 98.431 | -29,69 | 7.392 | -28,22 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 5.700 | 0,00 | 451 | 2,73 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 8.461 | 48,28 | 622 | 52,83 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 4.079 | 7,06 | 300 | 10,70 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 71.430 | 24,82 | 5.364 | 25,50 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 63.974 | -2,44 | 4.706 | 0,53 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 3.574 | 2,91 | 268 | 5,10 | ||||
| 2026-04-29 | 13F | Mondrian Investment Partners LTD | 1.588 | -57,29 | 119 | -56,41 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 106.457 | 0,05 | 7.831 | 3,11 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 10 | 233,33 | 1 | |||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 596.151 | -7,05 | 44.771 | -5,11 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 442.365 | 0,66 | 33.222 | 2,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 74.475 | 6,34 | 5.593 | 8,58 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 332.907 | 1,80 | 25.001 | 3,93 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 9.953 | 0,00 | 747 | 2,05 | ||||
| 2026-02-10 | 13F | Main Management LLC | 248.909 | 3,76 | 18 | 5,88 | ||||
| 2026-02-12 | 13F | Betterment LLC | 33.043 | -0,66 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.106 | 1,64 | 155 | 4,76 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 6.185 | 455 | ||||||
| 2026-02-17 | 13F | New England Asset Management Inc | 2.500 | 184 | ||||||
| 2026-04-13 | 13F | TL Private Wealth | 266.878 | -1,51 | 21.139 | 2,70 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 3.192 | -4,69 | 235 | -1,68 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 42.071 | -5,18 | 3.095 | -2,27 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 243.075 | -2,51 | 17.881 | 0,48 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 4.945 | 34,56 | 364 | 38,55 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6.973 | -14,14 | 524 | -12,40 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 234 | 67,14 | 18 | 70,00 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 7.210 | 9,96 | 553 | 18,42 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 11.613 | 854 | ||||||
| 2026-01-27 | 13F | Stephenson & Company, Inc. | 4.507 | 0,00 | 332 | 3,12 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 102 | 0,99 | 8 | 0,00 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 540.697 | 3,97 | 39.774 | 7,16 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9.964 | 5,01 | 725 | 3,72 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 5.550 | 0,00 | 408 | 3,03 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 3.885 | 0,23 | 292 | -2,02 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 11.986 | 900 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 19.013 | 1,01 | 1.428 | 3,11 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 154.062 | 37,79 | 11.333 | 42,02 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 30.207 | 2.329 | ||||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 674 | 50 | ||||||
| 2026-04-16 | 13F | Standpoint Asset Management, LLC | 492.300 | -3,51 | 36.972 | -1,49 | ||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 5.195 | 0,56 | 390 | 2,63 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 8.309 | -0,47 | 611 | 2,69 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 4.018 | -17,90 | 302 | -16,39 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 7.480 | 87,00 | 562 | 90,82 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 91.430 | 5,30 | 6.866 | 7,50 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 52.878 | 5,48 | 3.971 | 7,70 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 36.594 | 3,55 | 2.692 | 4,79 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 6.145 | 0,00 | 452 | 3,20 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 189.589 | 101,81 | 15.017 | 112,13 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 22.845 | 1,19 | 1.810 | 8,98 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 33.984 | 65,49 | 2.500 | 70,58 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15.022 | -0,66 | 1.128 | 1,44 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34.680 | -25,27 | 2.604 | -23,70 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 131.951 | 1,52 | 9.706 | 4,65 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 51.097 | 14,20 | 3.837 | 16,59 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 13.955 | -0,46 | 1.027 | 2,60 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 774 | 57 | ||||||
| 2026-01-28 | 13F | Omega Financial Group, LLC | 2.956 | 1,37 | 217 | 4,33 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 2.475 | 60,61 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 29.151 | -5,48 | 2.144 | -2,59 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 45.846 | -0,74 | 3.372 | 8,63 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 3.223 | -1,01 | 242 | 1,26 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 8.055 | 16,86 | 605 | 19,13 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 2.759 | 203 |
