Grundlæggende statistik
| Institutionelle ejere | 1047 total, 1047 long only, 0 short only, 0 long/short - change of 7,24% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9562 % - change of -1,76% MRQ |
| Institutionelle aktier (lange) | 300.389.218 (ex 13D/G) - change of 38,55MM shares 14,71% MRQ |
| Institutionel værdi (lang) | $ 17.153.915 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (US:VGSH) har 1047 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 300,389,218 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Baird Financial Group, Inc., Northern Trust Corp, Orgel Wealth Management, LLC, Goldman Sachs Group Inc, Cerity Partners LLC, NorthRock Partners, LLC, and State Street Corp .
Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (NasdaqGM:VGSH) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 27, 2026 is 58,54 / share. Previously, on April 28, 2025, the share price was 58,86 / share. This represents a decline of 0,54% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF.
Select a question to share a public post with an AI-crafted answer.
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
for at låse premium-data op og eksportere til Excel
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-09 | 13F | Huntington National Bank | 2.855 | -7,99 | ||||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 17.701 | -10,39 | 1.040 | -10,43 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 27.440 | 0,00 | 1.612 | -0,19 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 84 | -91,56 | 5 | -93,10 | ||||
| 2026-02-19 | 13F | CBM Financial, LLC | 73.864 | 4.346 | ||||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 7.072 | 415 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 253 | -26,67 | 15 | -30,00 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 10.984 | 0,00 | 645 | -0,15 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 98.791 | 24,60 | 6 | 25,00 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 470 | 28 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 120.376 | 4,85 | 7.070 | 4,63 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 5.800 | 341 | |||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 64.344 | 3.779 | ||||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 7.375 | -57,25 | 432 | -57,45 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 27.135 | -17,37 | 1.588 | -17,63 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 7.000 | 0,00 | 410 | -0,49 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 4.004 | 4,82 | 235 | 4,91 | ||||
| 2025-11-14 | 13F | Hamilton Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBA Advisors LLC | 36.837 | 31,83 | 2.156 | 31,38 | ||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 14.124 | 830 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 54.574 | -48,18 | 3.205 | -48,28 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 18.850 | 6,44 | 1.103 | 6,06 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 12.734 | 748 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 7.112 | 0,61 | 416 | 0,24 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 347 | -14,11 | 20 | -13,04 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8.920 | 158,40 | 522 | 158,42 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Burney Co/ | 40.688 | 111,16 | 2.390 | 110,86 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 106.196 | 11,94 | 6.237 | 11,70 | ||||
| 2026-02-05 | 13F | ACR Alpine Capital Research, LLC | 86.500 | 5.080 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 12.687 | -6,46 | 740 | -7,04 | ||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 10.163 | 10,83 | 597 | 10,76 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 64.965 | -5,43 | 3.815 | -5,62 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 201.441 | 1,66 | 11.831 | 1,45 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 115 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 9.438 | -0,12 | 554 | -0,36 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 237.279 | 2,79 | 13.890 | 2,46 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 403.889 | 4,71 | 23.736 | 4,79 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 66.710 | 18,24 | 3.918 | 17,98 | ||||
| 2025-11-03 | 13F | Principle Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 84.219 | -6,72 | 4.930 | -7,02 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 20.488 | 0,32 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Osterweis Capital Management Inc | 167 | |||||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 21.070 | 1,06 | 1.233 | 0,74 | ||||
| 2026-02-13 | 13F | Brooklands Fund Management Ltd | Call | 0 | -100,00 | 0 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 1.358 | 0,00 | 80 | 0,00 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 7.487 | 440 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 7.463 | 8,02 | 437 | 7,65 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 171 | 10 | ||||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | North Dallas Bank & Trust Co | 19.253 | 23,12 | 1.131 | 22,96 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 3.410 | 0,00 | 200 | -0,50 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 281.653 | 13,25 | 16.488 | 12,81 | ||||
| 2026-02-10 | 13F | Cravens & Co Advisors, LLC | 155.769 | -0,40 | 9.153 | -0,55 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 572.906 | -34,22 | 33.538 | -34,43 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 3.590 | -77,86 | 210 | -77,94 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 41.364 | -28,92 | 2.421 | 19,09 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 278.952 | 3,37 | 16.383 | 3,16 | ||||
| 2026-02-17 | 13F/A | Beverly Hills Private Wealth, LLC | 121.660 | -26,42 | 7.145 | -26,57 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 682.464 | -3,97 | 40.081 | -4,17 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 9.224 | -3,40 | 540 | -3,75 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 8.344 | 1,98 | 490 | 1,87 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 816.217 | 1,06 | 47.936 | 0,85 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 1.735 | 0,00 | 102 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 622.017 | 24,01 | 36.531 | 23,76 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 13.648 | 40,40 | 802 | 40,03 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 22.830 | 0,49 | 1.336 | 0,15 | ||||
| 2026-01-23 | 13F | Avion Wealth | 7.076 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 239.188 | 1,83 | 14.048 | 1,63 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 209.553 | -32,02 | 12.307 | -32,16 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 4.433 | 0,00 | 260 | -0,38 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 30 | 2 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 20.269 | 88,92 | 1.190 | 88,59 | ||||
| 2026-04-21 | 13F | Maseco Llp | 444.321 | -8,84 | 26.013 | -9,14 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 3.389.876 | 2,58 | 199.088 | 2,37 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 6.334 | -65,46 | 372 | -65,52 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 166.153 | 4,52 | 9.758 | 4,31 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 13.473 | -4,49 | 789 | -4,83 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.801.654 | -11,26 | 223.271 | -11,44 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 3.500 | 12,43 | 205 | 12,09 | ||||
| 2026-04-23 | 13F | Simmons Bank | 3.695 | 216 | ||||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 7.525 | 0,00 | 441 | -0,23 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 35.486 | 7,67 | 2.084 | 7,48 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 4.008 | 0,00 | 235 | 0,00 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 128.876 | 15,59 | 7.569 | 15,35 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 86 | 5 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 8.476 | 40,84 | 496 | 40,51 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 12.653 | -0,63 | 743 | -0,80 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 41.615 | -6,69 | 2.436 | -7,16 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 2.026.919 | -2,47 | 119 | -2,46 | ||||
| 2026-02-11 | 13F | Investure, LLC | 222.200 | 13.050 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 255 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 87.874 | 5.163 | ||||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 26.702 | 4,11 | 1.563 | 3,78 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 106 | 0,00 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 308.180 | 96.206,25 | 18.041 | 100.122,22 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 131.581 | 92,58 | 7.728 | 92,21 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 13.312 | 782 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 11.674 | 1,84 | 683 | 1,49 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 84.276 | -0,29 | 4.950 | -0,48 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 5.761 | 0,00 | 337 | -0,30 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 289 | 0,00 | 17 | 0,00 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 11.706 | 0,39 | 685 | 0,15 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 15.760 | 1 | ||||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 300.706 | 27,08 | 17.603 | 26,68 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 70.329 | 8,82 | 4.117 | 8,48 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 35.742 | 2.099 | ||||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 17.064 | -1,36 | 1.002 | -1,57 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 7.805 | 458 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 4.467 | 0,00 | 261 | -0,38 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 35.709 | 4,50 | 2.097 | 4,33 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 22.677 | 9,10 | 1.332 | 8,83 | ||||
| 2025-11-14 | 13F | Sagard Holdings Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 6.619 | 387 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6.821 | 0,26 | 0 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.126 | 125 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 9.592 | 563 | ||||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 8.996 | 528 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5.394 | 0,02 | 316 | -0,32 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 38.648 | 2.270 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 35.648 | 35,01 | 2.087 | 34,58 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 7.564 | 2,47 | 443 | 2,08 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 14.080 | 0,00 | 827 | -0,24 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 47.217 | 143,55 | 2.764 | 276.300,00 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 10.337 | 24,56 | 607 | 25,15 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 5.879 | 0,00 | 344 | -0,29 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 51.489 | -3,02 | 3.024 | -3,23 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 102.680 | 1,40 | 6.011 | 1,06 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 35.493 | 2 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 2.974 | -4,00 | 175 | -4,40 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 16.348 | 957 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 336.255 | 108,50 | 19.684 | 107,83 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 110.103 | 21,58 | 6.445 | 21,19 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 7.868 | 41,74 | 462 | 41,72 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 3.421 | -0,58 | 201 | -0,99 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 31.166 | -1,55 | 1.830 | -1,77 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 17.047 | 0,00 | 1.001 | -0,20 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 59.830 | -18,60 | 3.514 | -18,77 | ||||
| 2026-01-07 | 13F | Sandbox Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 9.950 | 584 | ||||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 4.817 | 0,31 | 283 | 0,00 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 15.152 | 887 | ||||||
| 2025-11-10 | 13F | LaFleur & Godfrey LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.419 | 83 | ||||||
| 2026-02-06 | 13F | Municipal Employees' Retirement System of Michigan | 133.074 | -6,42 | 8 | -12,50 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 9.714 | 20,85 | 569 | 20,34 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 46.843 | -1,64 | 2.751 | -1,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 23.129 | 57,57 | 1.358 | 57,36 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 909 | 53 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 2.233.994 | 648,92 | 131.203 | 647,42 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 137.650 | 64,42 | 8.084 | 64,54 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 9.440 | 554 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.604 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.227.277 | 28,71 | 71.845 | 28,29 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 5.437 | 111,06 | 319 | 111,26 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 18.901 | 0,79 | 1.110 | 0,63 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.465.771 | 2,17 | 86.088 | 1,94 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 7.120 | 418 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 895 | -10,23 | 52 | -10,34 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 2.315 | 0,00 | 136 | -0,74 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 8.426 | 495 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 1.257 | 233,42 | 74 | 231,82 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 592 | 0,00 | 35 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.067 | 0,00 | 121 | 0,00 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 3.785 | 222 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 7.900 | 464 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 106.664 | 6.264 | ||||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 232.030 | 22,23 | 13.627 | 21,99 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 8.500 | 0,00 | 499 | -0,20 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 97.232 | 38,39 | 5.692 | 37,93 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 90.423 | 7,54 | 5.311 | 7,32 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 50.856 | -1,61 | 2.976 | -1,98 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 84.754 | 3,47 | 4.978 | 3,26 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 104.600 | 6.143 | ||||||
| 2026-02-03 | 13F | American Assets Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 71.749 | 1,07 | 4.200 | 0,74 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 22.704 | -5,71 | 1.333 | -5,93 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 43.219 | 59,69 | 2.530 | 59,22 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 4.389 | -12,15 | 258 | -12,59 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 18.713 | 2,93 | 1.095 | 2,62 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 17.326 | 1.015 | ||||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 3.692 | 0,00 | 217 | -0,46 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 9.991 | 81,75 | 587 | 81,42 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 17.723 | 89,45 | 1.041 | 89,09 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 88.284 | 4,77 | 5.185 | 4,54 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 2.899.929 | 17,37 | 170.313 | 17,13 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275.917 | 11,82 | 16.205 | 115.642,86 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 8.664 | -23,23 | 509 | -23,49 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 495.967 | 7,18 | 29.128 | 6,96 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 23.309 | 68,09 | 1.369 | 67,85 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 57.273 | 20,95 | 3.353 | 20,53 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 4.439 | -3,75 | 261 | -4,06 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 500 | 0,00 | 29 | 0,00 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 9.574 | -0,72 | 560 | -1,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 297.345 | -0,53 | 17.463 | -0,73 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 44.271.961 | 73,27 | 2.600.092 | 72,92 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 481 | 0,84 | 28 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 688.684 | 9,66 | 40.446 | 9,43 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 36.902 | -1,23 | 2.167 | -1,41 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 53.041 | 2,97 | 3.105 | 2,64 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 42.928 | 281,31 | 2.509 | 279,43 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 49.756 | 60,35 | 2.922 | 60,02 | ||||
| 2025-12-29 | 13F | Narus Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 142.622 | 4,09 | 8.349 | 3,75 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 96.572 | -0,96 | 5.634 | -1,61 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 119.302 | -10,02 | 7.007 | -10,20 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 173.423 | 21,39 | 10.185 | 21,15 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 410.257 | 18,70 | 24.094 | 18,46 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 209.600 | -4,42 | 12.310 | -4,63 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 821 | -23,77 | 48 | -23,81 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.324.856 | 4,64 | 78 | 4,05 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 3.520 | -2,33 | 207 | -2,83 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 10.170 | 0,00 | 595 | -0,34 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 118.934 | 39,35 | 6.962 | 38,91 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.125.904 | 2,40 | 66.124 | 2,20 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 212 | 0,00 | 12 | 0,00 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 19.241 | -4,66 | 1.126 | -4,98 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.591 | -9,55 | 93 | -9,71 | ||||
| 2025-11-13 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | American Money Management, LLC | 673.039 | 6,85 | 39.528 | 6,64 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 740.507 | 43.349 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 80.838 | -4,28 | 4.751 | -4,18 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 252.724 | -89,37 | 14.842 | -89,39 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 122.532 | 7,33 | 7.173 | 6,98 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Drum Hill Capital, LLC | 255.127 | 8,37 | 14.935 | 8,03 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 62.954 | 13,76 | 3.697 | 13,54 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 6.069 | -0,16 | 356 | -0,28 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 135 | 229,27 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 23.612 | 1.387 | ||||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 102.385 | 26,88 | 6.013 | 26,64 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 5.677 | 9,05 | 332 | 8,85 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 378 | -54,95 | 22 | -55,10 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 2 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 59.231 | 3.474 | ||||||
| 2026-01-08 | 13F | Tuttle Tactical Management LLC | 6.500 | 382 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 73.415 | -19,65 | 4.298 | -19,92 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 403.239 | 170,90 | 23.682 | 170,37 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 579.828 | 6,07 | 34.053 | 5,86 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 20.000 | 0,00 | 1.171 | -0,34 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 112.535 | 4,24 | 6.575 | 3,64 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 8.256 | -19,10 | 483 | -19,37 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 34.996 | 178,56 | 2.055 | 178,08 | ||||
| 2026-04-22 | 13F | Motco | 117 | 0,00 | 7 | 0,00 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 4.350 | 0,00 | 255 | 0,00 | ||||
| 2025-11-10 | 13F | Lcnb Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 11.077 | 5,90 | 651 | 5,69 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 4.183 | 246 | ||||||
| 2026-01-20 | 13F | Westwood Wealth Management | 41.925 | 2.462 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 156.558 | 13,85 | 9.195 | 13,62 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 924.555 | 6,35 | 54.299 | 6,13 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 1.194 | 0,00 | 70 | 0,00 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 24.266 | 28,24 | 1.425 | 28,03 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 5.110 | -9,06 | 300 | -9,09 | ||||
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | MB Generational Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 4.449 | 0,00 | 261 | 0,00 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 133.927 | -87,48 | 7.866 | -87,51 | ||||
| 2025-11-12 | 13F | Bright Futures Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.236 | -34,17 | 365 | -34,35 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 309.545 | 14,28 | 18.180 | 14,05 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 582 | 16,40 | 34 | 17,24 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.192 | -9,83 | 70 | -9,09 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 12.833 | -0,73 | 1 | |||||
| 2025-11-14 | 13F | Dai-ichi Life Holdings, Inc. | 172.200 | -41,98 | 10.133 | -41,91 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 4.106 | 0,00 | 241 | 0,00 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 8.600 | 0,00 | 505 | -0,20 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 89 | -41,83 | 5 | -44,44 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 31.534 | 4,86 | 1.856 | 5,58 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 111.571 | 36,67 | 6.531 | 36,23 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 53.754 | 29,30 | 3.157 | 29,03 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.765.573 | 10,80 | 103.692 | 10,58 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 68.873 | 11,92 | 4.045 | 11,68 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 21.063 | 0,00 | 1.240 | 0,08 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 18.750 | -8,54 | 1.098 | -8,81 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 16.935 | 10,74 | 995 | 10,57 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 15.412 | 9,06 | 902 | 8,67 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 143.305 | 30,32 | 8.416 | 30,06 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 12.900 | 16,22 | 755 | 15,98 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 49.172 | -1,99 | 2.888 | -2,20 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 5.701 | -18,01 | 335 | -18,34 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 48.017 | 9,59 | 2.811 | 9,21 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 118.046 | -3,39 | 6.933 | -3,59 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 65.096 | 2,30 | 3.823 | 2,11 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1.009.460 | 6,35 | 59.094 | 6,01 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 37.293 | 4,71 | 2.183 | 4,40 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 554 | 12,15 | 32 | 10,34 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 20.983 | 42,74 | 1.261 | 45,44 | ||||
| 2025-10-29 | 13F | AllGen Financial Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 451 | 0,00 | 26 | 0,00 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 969.208 | 11,20 | 56.737 | 10,84 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1.061.040 | 2,84 | 62.113 | 2,50 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 67.888 | 108,80 | 4 | 200,00 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 50.791 | 51,03 | 2.983 | 50,68 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 395 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 7.662 | 0,00 | 450 | -0,22 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 34 | 2 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 3.000 | 0,00 | 176 | -0,57 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 16.502 | -7,40 | 966 | -7,65 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 12.047 | -30,81 | 708 | -30,96 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 1.202.093 | -4,73 | 70.599 | -4,89 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 6.772 | 398 | ||||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 1.051.879 | 10,75 | 61.577 | 10,39 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 6.813 | 399 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 185.927 | -1,33 | 11 | -9,09 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 30.487 | 121,95 | 1.790 | 121,53 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 250.822 | 35,29 | 14.731 | 35,45 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.410 | 83 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 12.490 | -36,66 | 731 | -36,87 | ||||
| 2026-02-10 | 13F | AXS Investments LLC | 26.794 | -0,26 | 1.574 | -0,44 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 14.332 | 0,87 | 839 | 0,60 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 26.466 | 28,64 | 1.549 | 28,23 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 18.174 | -48,29 | 1.067 | -48,40 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 12.547 | 0,71 | 737 | 0,41 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 5.936 | 349 | ||||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 390.454 | 24,09 | 22.857 | 23,69 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 32.879 | -0,37 | 1.931 | -0,62 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 523.769 | 1,11 | 30.761 | 0,90 | ||||
| 2026-02-10 | 13F | West Chester Capital Advisors, Inc | 108.028 | -30,96 | 6.344 | -31,10 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 21.114 | -5,97 | 1.240 | -6,13 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 514.578 | 4,80 | 30.221 | 4,59 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 42.684 | -0,34 | 2.507 | -0,56 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.240 | -50,45 | 307 | -50,72 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 7.845 | -3,15 | 461 | -3,36 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 3.513 | 15,03 | 206 | 15,08 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7.973 | -14,43 | 467 | -14,81 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17.887 | 86,89 | 1 | |||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 42.283 | 7,39 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 23.761 | -10,46 | 1.395 | -10,63 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 4.585 | -2,41 | 269 | -2,54 | ||||
| 2026-02-12 | 13F | McDonough Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 85.632 | 5.029 | ||||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 36.200 | -48,02 | 2.126 | -48,12 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.067 | 81,24 | 5.448 | 80,70 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 2.499 | 147 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 2.500 | 0,00 | 147 | -0,68 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 18.824 | 32,24 | 1.106 | 32,02 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 50.683 | 30,96 | 2.977 | 30,70 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 864.813 | 6,13 | 50.626 | 5,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 246.187 | -45,95 | 14.375 | -46,31 | ||||
| 2025-11-14 | 13F | Marshfield Associates | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 167 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 202.660 | 19,75 | 11.902 | 19,51 | ||||
| 2026-02-11 | 13F | Prudential Plc | 272.421 | -1,54 | 15.999 | -1,74 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.253.571 | 7,49 | 132.351 | 7,27 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 22.561 | 81,78 | 1.325 | 81,51 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 8.425.375 | 4,16 | 494.822 | 3,94 | ||||
| 2026-02-05 | 13F | Leuthold Group, Llc | 11.151 | -10,15 | 655 | -10,41 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 55.097 | -24,61 | 3.225 | -24,86 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 60 | 4 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 76.926 | 17,22 | 4.503 | 16,84 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 7.682 | 93,45 | 451 | 93,56 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3.500 | 205 | ||||||
| 2026-02-03 | 13F | Climber Capital SA | 87.347 | -9,92 | 5.124 | -9,62 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 28.569 | 13,48 | 1.672 | 13,13 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 37.324 | -1,99 | 2.192 | -2,19 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 4.770 | 0,00 | 279 | -0,36 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 5.355 | 315 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 1.974.566 | 908,11 | 115.966 | 909,72 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 281.405 | 4.337,16 | 16.473 | 4.328,23 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 414 | 0,00 | 24 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 18.457 | -0,66 | 1.080 | -1,01 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 8.082 | -8,49 | 475 | -8,67 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19.586 | 2,53 | 1.147 | 2,23 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 13.765 | -2,33 | 808 | -2,53 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 14.445 | 18,36 | 848 | 18,11 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 83.129 | 4.882 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 46.250 | 4,46 | 2.707 | 4,12 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 10.880 | -2,77 | 639 | -3,04 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 945 | -50,83 | 56 | -51,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 930 | 55 | -96,61 | |||||
| 2025-11-07 | 13F | Synovus Financial Corp | 18.442 | 2,48 | 1.085 | 2,65 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 786 | 0,26 | 46 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 23.490 | -5,19 | 1.380 | -5,42 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 96 | 0,00 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 1.714.417 | -0,19 | 100.688 | -0,39 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 187 | 0 | ||||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 806.019 | 5,01 | 47.337 | 4,80 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 72.753 | 0,56 | 4.273 | 0,35 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 18.363 | -0,95 | 1.075 | -1,29 | ||||
| 2025-11-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 20.769 | -9,52 | 1.216 | -9,87 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 42.437 | 0,00 | 2.484 | -0,32 | ||||
| 2026-04-24 | 13F | Balentine LLC | 17 | 0,00 | 1 | -100,00 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 111.853 | 5,92 | 6.569 | 5,71 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 13.463 | 1,23 | 791 | 1,02 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 15.309 | 25,00 | 899 | 24,86 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 3.515 | -0,76 | 206 | -0,96 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 143 | -48,56 | 8 | -50,00 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7.669 | 80,11 | 449 | 79,20 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 608.591 | 35.743 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 3.836 | 4,10 | 225 | 3,70 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 11.971 | -0,04 | 703 | -0,14 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 30.056 | 1.765 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 88.340 | 0,16 | 5.171 | -0,15 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 133.429 | 166,17 | 7.811 | 165,29 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 201 | -88,09 | 12 | -88,89 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 4.603 | -0,04 | 270 | -0,37 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 5.467.932 | 0,30 | 321.132 | 0,09 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 314.964 | -21,96 | 18.498 | -22,11 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 88.069 | 7,06 | 5.156 | 6,71 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 96.639 | -3,83 | 5.690 | -3,76 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 823 | 0,00 | 48 | 0,00 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 380.937 | 0,01 | 22.372 | -0,20 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 5.617 | -29,22 | 330 | -29,55 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 29.297 | 1.721 | ||||||
| 2026-04-09 | 13F | FCG Investment Co | 9.016 | 528 | ||||||
| 2026-01-12 | 13F | Breakthru Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 9.780 | 3,77 | 574 | 3,61 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 2.124 | 0 | ||||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 11.256 | 4,07 | 661 | 3,93 | ||||
| 2026-01-26 | 13F | Steinberganna Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 287.915 | -2,45 | 16.855 | -2,77 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 13.241 | 778 | ||||||
| 2026-01-26 | 13F | Marion Wealth Management | 130.065 | 3,12 | 7.641 | 2,95 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 76.798 | 4.496 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5.313 | -4,92 | 311 | -5,18 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 4.590 | 270 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.873 | 345 | ||||||
| 2026-04-06 | 13F | CX Institutional | 7.109 | 4,51 | 0 | |||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 557.891 | 5,45 | 32.793 | 5,32 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 1.305.199 | 7,12 | 76.654 | 6,90 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 13.570 | -27,45 | 797 | -27,64 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 5.589 | -3,70 | 328 | -3,81 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 53.439 | -0,04 | 3.138 | -0,25 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 6.612 | -16,86 | 388 | -17,09 | ||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 12.669 | 15,19 | 744 | 14,99 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 21.519 | 1.260 | ||||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 488.196 | -10,35 | 28.672 | -10,53 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25.951 | 0,02 | 1.519 | -0,26 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 170.776 | 2,75 | 10.030 | 2,54 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 36.974 | 230,07 | 2.171 | 229,44 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 59.538 | -82,75 | 3.485 | -82,80 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 8.949 | 17,07 | 526 | 16,93 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 504.878 | -5,41 | 29.651 | -5,60 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 35.713 | 9,09 | 2.097 | 8,88 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 154 | 9 | ||||||
| 2026-02-10 | 13F | Sentinus, LLC | 21.096 | 50,63 | 1.239 | 50,24 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 9.728 | 572 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.920 | 15,17 | 288 | 14,80 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 639.260 | 3,14 | 37.422 | 2,80 | ||||
| 2026-02-14 | 13F | American Trust | 17.160 | 3,03 | 1.008 | 2,76 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 8.294 | -5,49 | 486 | -5,83 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 12.886 | 26,72 | 754 | 26,30 | ||||
| 2025-11-14 | 13F | Victory Financial Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 191.466 | 24,27 | 11.208 | 23,87 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3.422.435 | 4,85 | 201.000 | 4,64 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.563 | 5,65 | 267 | 5,53 | ||||
| 2026-02-12 | 13F | Westchester Capital Management, Inc. | 2.295 | 0,00 | 135 | -0,74 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 14.837 | 84,56 | 871 | 84,14 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 32.162 | 1,69 | 1.889 | 1,45 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 301.219 | -2,64 | 17.691 | -2,84 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8.698 | -6,32 | 509 | -6,61 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 70.429 | 4.136 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.779.808 | 8,88 | 162.730 | 8,53 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 28.740 | 0,79 | 1.688 | 0,54 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.017 | 109,95 | 1.704 | 109,59 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.870 | 19,15 | 578 | 18,72 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9.493 | -4,54 | 558 | -4,30 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 541 | -18,28 | 32 | -18,42 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 12.325 | -0,02 | 724 | -0,28 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 190.042 | 7,95 | 11.087 | 7,23 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 30.533 | -10,89 | 1.793 | -11,06 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 37.582 | -0,74 | 2.196 | -1,70 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 421.278 | -1,84 | 24.662 | -2,16 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 9.740 | -47,86 | 572 | -47,95 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Arlington Partners LLC | 225.571 | 13.205 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.458 | 8,92 | 262 | 8,75 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 5.068 | 0,00 | 297 | -0,34 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.689 | -32,51 | 450 | -32,74 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 119.318 | -11,25 | 7.008 | -11,44 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 56.281 | -14,53 | 3.295 | -14,82 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 23.769.661 | 7,63 | 1.395.992 | 7,41 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 52.765 | 0,00 | 3.099 | -0,23 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 164.293 | 1,78 | 9.618 | 1,46 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 533.529 | 31.345 | ||||||
| 2025-11-04 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13.529 | 7,62 | 792 | 7,18 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 24.773 | 67,33 | 1.450 | 66,86 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 7.056 | 5,44 | 414 | 5,61 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F/A | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.910.663 | -4,19 | 112.213 | -4,38 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 985 | 0,00 | 58 | 0,00 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 11.703 | 0,29 | 687 | 0,15 | ||||
| 2026-02-09 | 13F | Alta Advisers Ltd | 435.327 | -34,34 | 22.364 | -41,00 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 3.776 | 0,00 | 222 | 0,45 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 70.192 | 221,41 | 4.109 | 220,51 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 7.178 | -1,40 | 420 | -1,64 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11.724 | 18,60 | 733 | 26,82 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 7.571 | 0,61 | 443 | 0,45 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 540.332 | 0,24 | 31.734 | 0,03 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 18.655 | -16,59 | 1.092 | -16,83 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4.960 | 0,00 | 291 | 0,00 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 69.271 | 3,72 | 4.055 | 3,39 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.508 | 99,41 | 557 | 98,57 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.400.031 | 27,84 | 82.224 | 27,57 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 404.642 | 0,00 | 23.765 | 0,00 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 10.040 | 590 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.067.888 | -3,68 | 62.514 | -3,99 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 12.245 | 12,61 | 719 | 12,52 | ||||
| 2026-02-13 | 13F | Wright Wealth Llc | 296.109 | 17.390 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 146.378 | -0,15 | 8.597 | -0,35 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 12.194 | -4,18 | 714 | -4,55 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 661.171 | 22,87 | 38.705 | 22,47 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 819 | 0,49 | 48 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 476 | 28 | ||||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 833 | 0,36 | 49 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 3.500 | 0,00 | 206 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.269 | 0,00 | 74 | 0,00 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 178.204 | 8,08 | 10.466 | 7,86 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 7.913 | 11,64 | 466 | 11,78 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 15.937 | -20,11 | 933 | -20,41 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 3.961 | 0,00 | 232 | -0,43 | ||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 9.319 | 547 | ||||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.539 | -1,21 | 795 | -1,49 | ||||
| 2026-04-23 | 13F | American National Bank | 27.681 | 13,74 | 1.620 | 13,37 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 14.832 | -1,61 | 871 | -1,80 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 15.974 | 935 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 473.656 | 7,24 | 28 | 8,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 176.228 | 3,49 | 10.316 | 3,16 | ||||
| 2026-02-13 | 13F | State Street Corp | 4.400.000 | 0,00 | 258.412 | -0,20 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 9.574 | 11,96 | 560 | 11,55 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 9.986 | 0,00 | 585 | -0,34 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 170.757 | -0,37 | 10.029 | -0,58 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 16.399 | 3,20 | 1 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6.953 | 9,43 | 408 | 9,38 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 2.522 | 0,00 | 148 | -0,68 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 475.730 | 8,81 | 27.940 | 8,59 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 7.108 | 0,00 | 417 | -0,24 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.040 | 0,02 | 237 | 0,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 279 | -50,27 | 16 | -51,52 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 92.770 | -1,64 | 5.431 | -1,97 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 5.185 | 304 | ||||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.578 | 210 | ||||||
| 2026-04-23 | 13F | 626 Financial, LLC | 9.647 | 565 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 2.515.363 | 7,11 | 147.727 | 6,89 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 990 | 58 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8.877 | 0,99 | 439 | -15,28 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.301.362 | 1,36 | 76.431 | 1,37 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 91.912 | 92 | ||||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 25.605 | -14,93 | 1.504 | -15,13 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 143.977 | 9,00 | 8.456 | 8,77 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 226.901 | 13.326 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 276.249 | 4,27 | 16.172 | 3,93 | ||||
| 2025-11-12 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 36.396 | -67,62 | 2.138 | -67,69 | ||||
| 2026-02-12 | 13F | Sun Life Financial Inc | 26.450 | -39,20 | 2 | -50,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 3.611 | 211 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5.297 | 4.427,35 | 310 | -20,51 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 20.584 | 1,54 | 1.205 | 1,18 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 1.040.277 | 21,74 | 61.095 | 21,50 | ||||
| 2025-11-12 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 261.568 | 24,68 | 15.362 | 24,43 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 275 | 16 | ||||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 12.435 | -4,65 | 728 | -4,97 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 593.060 | 3,76 | 34.830 | 3,55 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 29.482 | -12,07 | 1.731 | -12,27 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 969 | 0,00 | 57 | 0,00 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 382.255 | 4,79 | 22.450 | 4,57 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 6.595 | 387 | ||||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 9.613 | 11,68 | 565 | 11,46 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 125.686 | 5,44 | 7.382 | 5,22 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 84.813 | 39,04 | 4.965 | 38,58 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 814.006 | 8,77 | 47.807 | 8,54 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 186.170 | 20,05 | 10.934 | 19,80 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 804.412 | -6,29 | 47.243 | -6,48 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 300 | 18 | ||||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 11.237 | 3,69 | 660 | 3,45 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 498.840 | 2,66 | 29.297 | 2,45 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 33.339 | 0,23 | 1.958 | 0,05 | ||||
| 2026-02-17 | 13F | Johns Hopkins University | 616.877 | 0,00 | 36.229 | -0,20 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3.457 | -42,78 | 202 | -42,94 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 17.830 | 4,31 | 1.047 | 4,18 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 265.515 | -6,47 | 15.607 | -6,39 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 9.258 | -20,78 | 544 | -20,96 | ||||
| 2025-11-05 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 74.747 | -19,72 | 4.376 | -19,99 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 7.060 | 62,30 | 413 | 61,96 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.500.601 | 28,80 | 205.590 | 28,54 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 328 | 19 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 129.283 | 27,16 | 7.568 | 26,77 | ||||
| 2025-11-14 | 13F | L2 Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Easterly Investment Partners Llc | 4.639 | -15,49 | 272 | -15,79 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 332.808 | 3,89 | 19.483 | 3,55 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 25.094 | 1.474 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 15.830 | -0,62 | 930 | -0,85 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 865 | 0,00 | 51 | 0,00 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 22.853 | 29,45 | 1.342 | 29,29 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 17.269 | 1.014 | ||||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 20.000 | 0,00 | 1.171 | -0,34 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1.000 | 0 | ||||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 21.081 | -68,74 | 1.238 | -68,80 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 12.420 | 11,11 | 729 | 10,96 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 203.939 | 46,16 | 11.977 | 45,87 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 16 | 0,00 | 1 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 393.038 | 18,40 | 23.008 | 17,78 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.707 | -0,61 | 510 | -0,97 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 6.680 | -7,81 | 391 | -8,00 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 476 | 28 | ||||||
| 2026-02-17 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 15.014 | 882 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 9.273 | 0,00 | 545 | -0,18 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.426.536 | 2,41 | 201.245 | 2,31 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 61.635 | 7,97 | 3.608 | 7,64 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 1.541 | 0,00 | 91 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 281.084 | 172,36 | 16.455 | 171,47 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 96.759 | 4,81 | 5.683 | 4,60 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 81.153 | 1,03 | 4.766 | 0,83 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 5.744 | 0,03 | 338 | 0,30 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 10.024 | -0,18 | 589 | -0,34 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 133.937 | 58,18 | 8 | 75,00 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 70.880 | 39,53 | 4.163 | 39,24 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 20.537 | 1.202 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.931 | 0,00 | 231 | -0,43 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 346.364 | 4,56 | 20.207 | 3,86 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 7.696 | -0,81 | 452 | -1,10 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 95.569 | 21,88 | 5.613 | 21,63 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.600 | 94 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 9.369 | -1,58 | 1 | |||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 823.748 | 1,61 | 48.379 | 1,40 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 478.050 | 4,28 | 27.985 | 3,94 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 57 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 11.315 | 0,00 | 665 | -0,15 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 1.201.892 | 5,12 | 70.587 | 4,91 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 5.397 | 317 | ||||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 17.093 | 47,54 | 1.004 | 47,28 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 38.160 | 0,43 | 2.241 | 0,22 | ||||
| 2026-02-05 | 13F | Vertex Investment Solutions Co., Ltd. | 168.500 | 9.898 | ||||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 169.788 | -3,37 | 9.972 | -3,57 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 3 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 74.371 | 7,07 | 4.368 | 6,85 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 1.912.299 | 50,97 | 112 | 51,35 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 933.172 | -12,62 | 54.805 | -12,80 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 36.285 | -25,29 | 2.124 | -25,53 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 6.512 | 382 | ||||||
| 2026-02-11 | 13F | OneAscent Investment Solutions LLC | 88.728 | 0,00 | 5.211 | -0,21 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 541 | -20,82 | ||||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 16.062 | 223,63 | 943 | 222,95 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 5.805 | -15,26 | 340 | -15,67 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3.092.443 | 179.172,06 | 181.032 | 179.138,61 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 4.674 | -14,68 | 273 | -14,95 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 1.189 | 70 | ||||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 3.536 | 0 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 20.544 | -70,10 | 1.207 | -70,13 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 389.123 | 9,58 | 22.853 | 9,36 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.600 | 0,06 | 94 | 0,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.015 | 0,00 | 118 | -0,85 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.856 | 284 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 42.124 | -3,09 | 2.466 | -3,41 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 7.201 | -4,36 | 423 | -4,74 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 85.950 | 19,32 | 5.032 | 18,94 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 962 | 0,00 | 56 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 154.223 | 18,25 | 9.058 | 18,01 | ||||
| 2026-04-23 | 13F | Bell Bank | 13.253 | -55,73 | 776 | -55,92 | ||||
| 2026-01-27 | 13F | Shayne & Co., Llc | 35.855 | 0,73 | 2.106 | 0,53 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 60.813 | -9,70 | 3.572 | -9,89 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 161.013 | 4,65 | 9.394 | 3,96 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 4.732.147 | 7,78 | 277.919 | 7,56 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 625.031 | -38,52 | 35.728 | -40,28 | ||||
| 2026-01-21 | 13F | DMG Group, LLC | 4.383 | 23,19 | 257 | 22,97 | ||||
| 2026-01-21 | 13F | Impact Investors, Inc | 61.331 | 44,55 | 3.602 | 44,27 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 10.355 | -14,24 | 606 | -14,53 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 2.504 | 147 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 253 | 0,00 | 15 | 0,00 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 257.299 | 5,31 | 15.111 | 5,10 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 78.797 | -4,60 | 4.613 | -4,91 | ||||
| 2026-01-08 | 13F | Spartan Planning & Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Dauntless Investment Group, LLC | 0 | 0 | ||||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 6.475 | -0,18 | 380 | -0,26 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 43.692 | -4,85 | 2.566 | -5,03 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 19.859 | -4,09 | 1.163 | -4,44 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 14.892 | -0,49 | 872 | -0,80 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 2.887 | 170 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Marotta Asset Management | 109.376 | 11,95 | 6.381 | 11,19 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 26.690 | -12,59 | 1.561 | -13,04 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 1.319 | 77 | ||||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 28.029 | -12,71 | 1.646 | -12,86 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 24.489 | 1.434 | ||||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 637.238 | 9,42 | 37.304 | 9,07 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 22.421 | -2,31 | 1.313 | -2,60 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 40.238 | 2.363 | ||||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 7.890 | 463 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 6.551 | 0,00 | 383 | -0,26 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 91.209 | -44,24 | 5.339 | -44,42 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16.402 | 4,16 | 963 | 4,00 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 58.549 | 3.439 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 15.032 | 0,46 | 883 | 0,23 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 122.404 | 6,67 | 7.189 | 6,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5.434 | -98,67 | 318 | -98,67 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 6.018 | -5,32 | 352 | -5,63 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 40.096 | -0,79 | 2.347 | -1,10 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10.507 | -0,06 | 615 | -0,32 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 8.517 | 1,03 | 500 | 0,81 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 537 | 196,69 | 32 | 210,00 | ||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 242.230 | 10,66 | 14.226 | 10,43 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 482.982 | 3,08 | 28.274 | 2,74 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 10.806 | 17,18 | 635 | 16,97 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 13.139 | 0,51 | 769 | 0,26 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 9.072 | 534 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 3.851 | -28,84 | 226 | -28,93 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 36.217 | 5,39 | 2.127 | 5,19 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 407.510 | 10,60 | 23.856 | 10,25 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 142.722 | 1,33 | 8.355 | 1,00 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 97.772 | 5,06 | 5.742 | 4,86 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 44.797 | -14,24 | 2.617 | -14,70 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 1.483.390 | 39,68 | 87.119 | 39,39 | ||||
| 2026-04-10 | 13F | Novem Group | 189.693 | 11.105 | ||||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 18.492 | 7,94 | 1.086 | 7,74 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 255 | 0,00 | 15 | -6,67 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 103.512 | 3,30 | 6.060 | 2,96 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 31.350 | -18,14 | 1.841 | -18,29 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 14.773 | 4,72 | 862 | 3,99 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1.205.223 | 10,26 | 70.554 | 9,91 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 29.741 | 1.741 | ||||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 147.532 | 19,92 | 8.665 | 19,67 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 29.417 | 0,00 | 1.722 | -0,29 | ||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | 32.045 | 38,44 | 1.882 | 38,18 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 935.053 | 26.441,39 | 54.738 | 26.471,84 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 59 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 76.755 | 4.508 | ||||||
| 2026-02-17 | 13F | Agf Management Ltd | 27.600 | 12,88 | 1.621 | 12,66 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.981 | 52,14 | 292 | 52,36 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 6.857 | 0,00 | 401 | -0,25 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Jim Saulnier & Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 4.325 | 0,00 | 254 | 0,00 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 7.721 | 0,59 | 453 | 0,44 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 10.401 | 0,00 | 609 | -0,33 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 9.206 | 541 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 206.647 | 0,92 | 12.140 | 0,60 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 143 | 11 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 37.352 | 11,87 | 2.194 | 11,66 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 1.348.251 | 2,78 | 79.183 | 2,57 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 302.545 | -6,62 | 17.768 | -6,81 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 170.630 | -6,50 | 10.021 | -6,69 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 22.608 | 27,69 | 1.321 | 27,05 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 42.600 | 12,77 | 2.494 | 12,40 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 8.583 | 0,00 | 504 | -0,20 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 17.374 | 50,28 | 1.017 | 50,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.470.074 | -7,68 | 86.337 | -7,87 | ||||
| 2026-01-26 | 13F | SeaBridge Investment Advisors LLC | 16.848 | -0,84 | 989 | -1,00 | ||||
| 2026-02-17 | 13F | Nepc Llc | 1.993.299 | 62,49 | 117.066 | 62,16 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 260.320 | 5,30 | 15.239 | 4,97 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 1.078.654 | 6,76 | 63.349 | 6,54 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 29.916 | -1,81 | 1.757 | -2,06 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 235.417 | -3,40 | 13.826 | -3,60 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 180.570 | 11,19 | 10.605 | 10,96 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 180 | 11 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 3.251 | 191 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 357.782 | 25,63 | 21.013 | 25,38 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 23.611 | 1,18 | 1.387 | 0,95 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 714 | 0,00 | 42 | -2,38 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 334.555 | -2,97 | 20 | -5,00 | ||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vista Cima Wealth Management LLC | 16.130 | -0,13 | 947 | -0,32 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 19.599 | 0,78 | 1.151 | 0,61 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 165.875 | 63,34 | 9.742 | 63,06 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 3.643 | -33,41 | 214 | -33,64 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 318.111 | 4,34 | 18.683 | 4,13 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 5.541 | -6,98 | 325 | -7,14 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 585 | 34 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 325 | 364,29 | 19 | 375,00 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 905 | -14,06 | 53 | -13,11 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 12.032 | 707 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14.330 | -5,18 | 839 | -5,52 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 5.644 | 1,29 | 330 | 0,92 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 22.753 | 9,86 | 1.336 | 9,69 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Scopus Asset Management, L.p. | 512.714 | 0,00 | 30.112 | -0,21 | ||||
| 2026-02-26 | 13F | Oak Grove Capital LLC | 97.400 | 177,49 | 5.720 | 177,00 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 625 | 331,03 | 37 | 350,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 511.047 | 2,04 | 29.917 | 1,71 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5.208 | -7,13 | 305 | -7,60 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 51.618 | 3.032 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 47.124 | 17,47 | 2.768 | 17,25 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Alpha Advisors, LLC/VA | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 14.274 | -44,77 | 838 | -44,90 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 2.047 | 3.913,73 | 120 | 3.900,00 | ||||
| 2026-02-11 | 13F | E&R Wealth Management, LLC | 269.707 | 15.840 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.756.657 | -0,55 | 220.628 | -0,75 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 181.120 | 0,60 | 10.637 | 0,41 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 169.373 | 9.947 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 3.772 | 222 | ||||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 14.329 | -12,36 | 843 | -12,28 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 46.247 | 4,98 | 2.530 | -2,39 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 5.060 | -93,29 | 4.845 | 9,24 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 10.287 | 65,52 | 604 | 65,48 | ||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 2.900 | 170 | ||||||
| 2026-02-12 | 13F | Metropolitan Life Insurance Co/ny | 123.600 | -12,09 | 7.259 | -12,27 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 884.954 | 1,53 | 51.973 | 1,32 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 2.731 | 0,00 | 160 | -0,62 | ||||
| 2025-11-14 | 13F | Envision Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 266.677 | 1,69 | 15.611 | 1,31 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 193 | -1,53 | 11 | 0,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 541.627 | 3,22 | 31.810 | 3,01 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 12.047 | 19,38 | 1 | |||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 3.494 | 205 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 850 | 0,00 | 50 | -2,00 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 4.277 | 251 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.722.662 | 488,17 | 101.172 | 486,97 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 48.716 | 37,24 | 2.861 | 40,94 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 125.276 | -3,07 | 7.334 | -3,39 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 5.712 | 18,53 | 335 | 18,37 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 462.117 | 27.154 | ||||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 134.860 | -2,36 | 7.920 | -2,56 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 26.995 | 38,64 | 1.585 | 38,43 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.140 | 0,17 | 0 | |||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 415.339 | -3,52 | 24.393 | -3,72 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 5.074 | -20,14 | 298 | -20,11 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12.424 | 13,76 | 727 | 13,42 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Spinnaker Trust | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 233.326 | 2,31 | 13.659 | 1,97 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 15.517 | 48,49 | 911 | 48,37 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.254 | 0,00 | 366 | -0,27 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 130.677 | 0,91 | 7.650 | 0,58 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 74.708 | 2,23 | 4.373 | 1,91 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 56.953 | 3.345 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 2.786.774 | 221,89 | 163.667 | 221,24 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.377 | -13,14 | 433 | -13,23 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 310.421 | -9,11 | 18.110 | -9,71 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.489 | -10,73 | 87 | -11,22 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 5.987 | 0,00 | 352 | -0,28 | ||||
| 2025-11-04 | 13F | American Assets Capital Advisers, LLC | 230.855 | 0,00 | 13.586 | 0,12 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 22.587 | 0,01 | 1.327 | -0,23 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 10.186 | 2,79 | 598 | 2,57 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 2.033 | 0,00 | 119 | 0,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 7.610 | 1,24 | 447 | 0,90 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 21.743 | 8,43 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Shah Capital Management | 342.990 | -3,70 | 20.079 | -4,02 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 138.179 | 1,50 | 8.089 | 1,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 528.993 | 1,14 | 30.967 | 0,81 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 14.610 | 10,51 | 1 | |||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 7.700 | 0,00 | 451 | -0,44 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 217.502 | -6,35 | 12.733 | -6,66 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33.631 | 6,90 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 814 | 0,00 | 48 | 0,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 6.428 | -3,48 | 376 | -3,84 | ||||
| 2026-01-29 | 13F | Washington Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 8.958.632 | 33,75 | 526.140 | 33,48 | ||||
| 2026-04-21 | 13F | AEGON USA Investment Management, LLC | 13.500 | 0,00 | 790 | -0,25 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 167.556 | -7,14 | 9.841 | -7,34 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5.671 | -2,59 | 332 | -2,93 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 153 | -54,19 | 9 | -57,89 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 19.041 | 1.118 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 5.832.672 | -27,80 | 341.445 | -28,04 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 4.539 | 1.470,59 | 267 | 1.562,50 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 1.328.709 | 58,17 | 78.035 | 57,85 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 3.327 | 195 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.830.914 | 21,94 | 283.720 | 21,69 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 271.647 | 21,72 | 15.913 | 21,42 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.869 | 3,32 | 109 | 2,83 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 14.479 | -31,58 | 850 | -31,73 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 12.655 | 20,44 | 741 | 19,94 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 678.569 | -3,17 | 39.853 | -3,36 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 6.697 | -6,73 | 394 | -6,87 | ||||
| 2026-01-29 | 13F | Comerica Bank | 159.545 | 9,92 | 9.370 | 9,69 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 18.355 | 38,86 | 1.078 | 38,61 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 252.163 | 10,80 | 14.810 | 10,69 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.095 | 64 | ||||||
| 2026-01-21 | 13F | Unison Advisors LLC | 204.878 | 3,51 | 12.033 | 3,30 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 21.400 | -54,08 | 1.253 | -54,24 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 4.192 | -37,84 | 245 | -38,13 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 5.420 | -15,15 | 319 | -15,20 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 151.684 | 14,54 | 8.880 | 14,17 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 83.772 | 4.920 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 100.201 | 3,92 | 5.885 | 3,70 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 11.711 | 6,38 | 688 | 6,18 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 10.140 | 5,56 | 594 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 778 | 46 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 447.410 | 480,05 | 26.278 | 478,94 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 4.342 | 255 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 13.401 | 10,82 | 787 | 10,69 | ||||
| 2025-11-10 | 13F | Dover Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 4.070 | 0,07 | 0 | |||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 170.502 | 5,27 | 10 | 11,11 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 81.531 | -0,78 | 4.788 | -0,97 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 56.015 | 6,33 | 3.276 | 5,92 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 60.590 | -1,83 | 3.558 | -2,04 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 41.252 | -0,83 | 2.415 | -1,19 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 528.506 | -4,37 | 30.939 | -4,68 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 11.869 | 695 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 630.940 | 2,87 | 36.935 | 2,54 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 281.813 | 0,00 | 16.551 | -0,21 | ||||
| 2026-02-02 | 13F | Seizert Capital Partners, Llc | 7.806 | 0,00 | 458 | -0,22 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 26 | 2 | ||||||
| 2025-12-02 | 13F | Innova Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 5.962 | 350 | ||||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 482.502 | 28.338 | ||||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 32.473 | 15,14 | 1.898 | 14,55 | ||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 72.979 | 88,37 | 4.286 | 88,06 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 41.925 | -10,87 | 2.462 | -11,05 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 6.432 | -23,72 | 378 | -23,99 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 3.975 | 233 | ||||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 11.496 | -4,64 | 675 | -4,80 | ||||
| 2026-02-13 | 13F | Advisory Research Inc | 69.657 | 0,00 | 4.091 | -0,22 | ||||
| 2026-03-04 | 13F | Hayek Kallen Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 5.899 | 51,72 | 345 | 51,32 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 5.467 | -19,48 | 320 | -19,60 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 23.944 | 6,79 | 1.402 | 6,46 | ||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 11.691 | 1,29 | 687 | 1,03 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.372.846 | 613,80 | 80.628 | 612,39 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 11.609 | 682 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 262 | -45,42 | 15 | -46,43 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 16.709 | 3,89 | 981 | 3,70 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 17.808 | 1.046 | ||||||
| 2026-02-17 | 13F | O'Domhnaill Enterprises, Inc. | 81.015 | 4.758 | ||||||
| 2026-04-24 | 13F | Brown Financial Advisory | 5.029 | -16,39 | 294 | -16,71 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 160.149 | 6,16 | 9.406 | 5,95 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 7.989 | -80,66 | 468 | -80,75 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 50.290 | 2.954 | ||||||
| 2025-11-03 | 13F | Tobias Financial Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 527 | -80,95 | 31 | -81,48 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13.401 | -27,29 | 785 | -27,54 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 11 | 1 | ||||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21.948 | 42,66 | 1.285 | 42,19 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 4.810 | 3,75 | 281 | 2,56 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 27.659 | 12,86 | 1.619 | 12,51 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 40.288 | -1,59 | 2.358 | -1,95 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.035 | 61 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.135.860 | 805,54 | 66.493 | 802,70 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 25.571 | 1,09 | 1.497 | 0,74 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 10.404.909 | 5,10 | 611.080 | 4,89 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.894 | 44,36 | 1.051 | 44,03 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 811 | -22,69 | 48 | -22,95 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 3.669 | 215 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 194.125 | -5,72 | 11.403 | -5,72 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 25.590 | 5,48 | 1.497 | 4,98 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 8.038 | 0,00 | 472 | -0,21 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5.677 | -58,31 | 332 | -58,45 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 923.848 | 25,77 | 54.258 | 25,51 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 6.477 | 88,01 | 380 | 88,12 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 5.808 | -58,44 | 341 | -58,52 | ||||
| 2025-11-14 | 13F | Maripau Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 132.917 | -3,36 | 8 | -12,50 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 381 | 0,00 | 22 | 0,00 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 53.921 | -4,35 | 3.166 | -4,55 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 75.633 | 10,03 | 4.442 | 9,79 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 107.331 | -0,13 | 6.283 | -0,44 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 19.652 | 19,62 | 1.150 | 19,29 | ||||
| 2026-02-13 | 13F | PYA Waltman Capital, LLC | 41.163 | -0,74 | 2.418 | -0,94 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1.929 | 113 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 9.145 | 8,11 | 535 | 7,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 78.751 | 5,57 | 4.610 | 5,23 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 30.414 | -2,33 | 1.786 | -2,51 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 4.488 | -0,91 | 263 | -1,13 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 85.420 | -9,74 | 5.000 | -10,02 | ||||
| 2026-02-04 | 13F | Nwam Llc | 56.550 | 5,04 | 3.322 | 4,76 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 20.016 | 5,50 | 1.176 | 5,29 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 743 | 0,00 | 44 | 0,00 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 3.418 | -61,30 | 200 | -61,39 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 59.794 | 139,82 | 3.512 | 139,33 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 11.419 | -2,11 | 668 | -2,48 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 3.114 | 13,07 | 183 | 12,35 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 280 | 0,00 | 16 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 66.790 | 23,20 | 3.910 | 22,81 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 101.095 | 5.937 | ||||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1.297 | -99,44 | 76 | -99,59 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 7.023 | 412 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 84.193 | 4,20 | 4.929 | 3,86 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 314.362 | -20,82 | 18.462 | -20,98 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 18.443 | -6,76 | 1.080 | -7,06 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 5.883 | -18,86 | 344 | -19,06 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 21.846 | 39,32 | 1.283 | 39,15 | ||||
| 2026-02-06 | 13F | Cypress Capital, LLC | 211.186 | -4,56 | 12.403 | -4,76 | ||||
| 2025-11-14 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 28.301 | 329,13 | 1.657 | 327,91 | ||||
| 2025-11-13 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 47.625 | 122,59 | 2.788 | 121,89 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 191.135 | -3,34 | 11.225 | -3,52 | ||||
| 2025-11-12 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 1.302.538 | 2,50 | 76.498 | 2,29 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 19.280 | 3,53 | 1.132 | 3,38 | ||||
| 2026-04-20 | 13F | Meyer Handelman Co | 3.644 | 0,00 | 213 | -0,47 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 7.890 | 12,04 | 463 | 11,84 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 68.632 | 0,31 | 4.031 | 0,10 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 180 | 0,00 | 11 | 0,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 741 | -64,88 | 44 | -65,04 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 14.965 | 879 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.727 | -2,85 | 511 | -3,23 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 255 | -25,87 | 15 | -30,00 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 42.273 | -3,33 | 2.483 | -3,54 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 18.223 | 2,91 | 1.070 | 2,69 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 15.029 | 8,80 | 883 | 8,62 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.106.747 | 5,64 | 64.999 | 5,43 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 41.772 | 103,77 | 2.453 | 103,40 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 119.929 | -3,38 | 7.043 | -3,59 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8.529 | 0,00 | 499 | -0,20 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 76.806 | 10,45 | 4.496 | 10,09 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 137.060 | -2,40 | 8.050 | -2,60 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 594 | -2,62 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 50.103 | 105,32 | 2.933 | 104,68 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 44.109 | 13,04 | 2.591 | 12,80 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.603 | -49,67 | 153 | -50,00 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Planning Center, Inc. | 3.811 | 0,00 | 224 | -0,45 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 305 | 18 | ||||||
| 2026-02-13 | 13F | Boston Family Office Llc | 70.832 | 8,63 | 4 | 33,33 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 117.107 | -0,22 | 6.855 | -0,55 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 204.309 | 11.999 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.736.049 | 15,67 | 101.628 | 15,30 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 10.884 | -7,28 | 640 | -7,12 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 141.295 | 8.298 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 503 | -82,98 | 30 | -83,24 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 77.571 | 7,31 | 4.541 | 6,97 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 16.615 | 0,00 | 976 | -0,20 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 501.063 | -0,80 | 29.332 | -1,12 | ||||
| 2026-02-12 | 13F | Strata Wealth Advisors, LLC | 905.348 | 1,85 | 53.171 | 1,64 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 66.335 | 4,59 | 3.883 | 4,27 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 1.238 | -1,51 | 72 | -1,37 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 8.473 | 0,00 | 496 | -0,20 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 43.959 | -1,62 | 2.582 | -1,83 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 224 | 0,00 | 13 | 0,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 237 | 14 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 41.325 | 2,40 | 2.419 | 2,07 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 91.246 | -7,72 | 5.342 | -8,02 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.075 | 63 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.990 | -11,32 | 117 | -11,45 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 3.857 | 0,00 | 227 | -0,44 | ||||
| 2026-02-12 | 13F | Betterment LLC | 83.775 | 2,31 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 115.763 | -0,18 | 6.777 | -0,50 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 97.445 | 5.704 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 11.626 | 26,01 | 681 | 25,69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7.222 | 75,46 | 423 | 75,10 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 13.855 | -24,33 | 814 | -24,51 | ||||
| 2025-11-14 | 13F | Keebeck Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | General Partner, Inc. | 2.700 | 0,00 | 158 | 0,00 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 8.640 | 0,00 | 507 | -0,20 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 21.873 | -21,20 | 1.285 | -21,37 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 267.022 | -41,39 | 15.631 | -41,58 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 19.637 | 0,01 | 1.150 | -0,43 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Rogco, Lp | 254.178 | 4,57 | 14.928 | 4,36 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 19.871 | 1.167 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 403 | |||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 5.168 | 303 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 22.296 | -23,74 | 1.309 | -23,90 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 81.164 | 6,11 | 4.751 | 5,77 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 5.394 | 317 | ||||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 475.156 | 5,45 | 27.816 | 5,11 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 41.149 | -2,43 | 2.417 | -2,62 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 42.598 | -0,24 | 2.494 | -0,56 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 12.836 | -1,83 | 754 | -2,08 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 11.148 | 1,96 | 653 | 1,56 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 7.495 | 4,66 | 440 | 4,51 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 155 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 7.951 | 13,60 | 467 | 13,38 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 575 | 0,00 | 34 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 294.424 | 8,04 | 17.236 | 7,69 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 110.086 | -11,93 | 6.465 | -12,11 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 67.419 | 379,44 | 3.960 | 378,72 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 10.230 | 26,55 | 601 | 26,32 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 687 | 0,00 | 40 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 33.184 | -3,27 | 1.949 | -3,47 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 3.649 | -47,74 | 214 | -47,80 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 577.371 | 5,64 | 34 | 3,13 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 36.484 | 2,64 | 2.143 | 2,44 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 253.161 | 0,42 | 14.820 | 0,09 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 5.977 | 0,00 | 350 | -0,57 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 529.358 | 8,15 | 31.089 | 7,93 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 1.009 | 100.800,00 | 59 | |||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 87.656 | 6,22 | 5.148 | 6,01 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 1.444 | 0,00 | 85 | 0,00 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 15.388 | -0,88 | 901 | -1,21 | ||||
| 2026-01-30 | 13F | Spectrum Financial Alliance Ltd LLC | 101.964 | 6,97 | 5.988 | 6,76 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 48.497 | -4,00 | 2.848 | -4,20 | ||||
| 2026-02-11 | 13F | Westerkirk Capital Inc. | 868.150 | 50.986 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.246.379 | -2,44 | 190.660 | -2,64 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 323 | 521,15 | 19 | 38,46 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 2.557 | 150 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 4.425 | 0,00 | 259 | 0,00 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 700 | 41 | ||||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 29.500 | -11,94 | 1.733 | -12,13 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Rs Crum Inc. | 27.930 | 34,18 | 1.635 | 33,80 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 4.746 | 279 | ||||||
| 2026-04-20 | 13F | Barton Investment Management | 25.934 | -2,46 | 1.518 | -2,75 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 110.142 | 165,27 | 6.469 | 164,76 | ||||
| 2026-02-09 | 13F | MRP Capital Investments, LLC | 57 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 4.685 | 29,13 | 274 | 28,64 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 105.555 | -12,07 | 6.199 | -12,25 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 359.691 | -4,75 | 21.056 | -5,06 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7.046 | -34,25 | 412 | -34,50 | ||||
| 2026-01-26 | 13F | Thomas Story & Son Llc | 69.056 | -0,29 | 4.056 | -0,49 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Triad Investment Management | 242.252 | 175,77 | 14.250 | 176,20 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 731.527 | -1,82 | 42.963 | -2,02 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 69.167 | -3,44 | 4.049 | -3,76 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 4.136 | -84,95 | 242 | -85,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 282.707 | 7,27 | 16.550 | 6,92 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 181.415 | -1,37 | 10.620 | -1,68 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2.070.258 | 15,49 | 121.193 | 15,12 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 395.712 | 1,94 | 23.240 | 1,73 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 33.761 | 0,00 | 1.983 | -0,20 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6.956 | -15,33 | 407 | -15,56 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 6.795 | -33,31 | 399 | -33,39 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 550 | 32 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.640 | 42,98 | 96 | 43,28 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.557 | -1,11 | 267 | -1,48 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 29.968 | 13,36 | 1.754 | 13,02 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 54.950 | -6,07 | 3.211 | -6,63 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 2.176 | 0 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 20.214 | -1,10 | 1.187 | -1,25 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 17.827 | 1,11 | 1.047 | 0,87 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 250.193 | 8,19 | 14.694 | 7,97 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 12.986 | 25,07 | 760 | 24,39 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 42.908 | -2,78 | 2.520 | -3,00 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 3.884 | 0,00 | 228 | 0,00 |

