Grundlæggende statistik
| Institutionelle ejere | 2014 total, 2008 long only, 0 short only, 6 long/short - change of 3,44% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5003 % - change of -16,60% MRQ |
| Institutionelle aktier (lange) | 50.949.964 (ex 13D/G) - change of -2,05MM shares -3,86% MRQ |
| Institutionel værdi (lang) | $ 36.784.822 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) har 2014 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 50,949,964 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, LPL Financial LLC, Colony Group, LLC, Green Harvest Asset Management LLC, Raymond James Financial Inc, and Royal Bank Of Canada .
Vanguard World Fund - Vanguard Information Technology ETF (ARCA:VGT) 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 29, 2026 is 103,12 / share. Previously, on April 30, 2025, the share price was 68,68 / share. This represents an increase of 50,15% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 3.328 | 0,00 | 2.509 | 0,97 | ||||
| 2026-01-23 | 13F | Avion Wealth | 256 | -24,48 | 0 | |||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 809 | 0,00 | 564 | -7,39 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 8.471 | -4,21 | 6.385 | -3,29 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 447 | -4,49 | 312 | -11,65 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 78 | 0,00 | 59 | 0,00 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 1.250 | 0,73 | 942 | 1,73 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 984 | 0,00 | 742 | 0,95 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 2.202 | 0,09 | 1.537 | -7,36 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 203 | 0,00 | 142 | -7,84 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 470 | -7,84 | 355 | -6,84 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 1.019 | 0,00 | 768 | 1,05 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 632.525 | 0,65 | 476.784 | 1,62 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 3.475 | -4,22 | 2.619 | -3,32 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 401 | 0,00 | 302 | 1,00 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 1.113 | 7,02 | 839 | 7,99 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 4.492 | 0,11 | 3.386 | 1,04 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 16.613 | -10,63 | 12.522 | -9,78 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2.478 | -9,60 | 1.729 | -16,27 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 1.426 | -0,35 | 995 | -7,79 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 58 | 0,00 | 40 | -6,98 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 1.868 | -0,59 | 1.408 | 0,36 | ||||
| 2025-11-17 | 13F | IMS Capital Management | 284 | 212 | ||||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.049 | 46,88 | 1.544 | 48,32 | ||||
| 2026-02-10 | 13F | Sivia Capital Partners, LLC | 388 | 0,00 | 292 | 1,04 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 168 | 0,60 | 117 | -6,40 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 462 | 348 | ||||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 437 | 0,00 | 329 | 0,92 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 358 | 0,00 | 270 | 1,12 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 363 | -9,48 | 253 | -16,23 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 96 | 0,00 | 67 | -6,94 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 1.029 | 776 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 459 | 37,43 | 346 | 38,55 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 1.828 | 6,09 | 1.378 | 7,08 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 727 | 2,11 | 510 | -4,85 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 26.718 | -0,83 | 18.642 | 6,18 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 70 | 0,00 | 53 | 0,00 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 584 | 3,00 | 407 | -4,68 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 1.621 | 0,00 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 17.403 | -2,15 | 12.142 | -9,43 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 8.610 | 6.490 | ||||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 1.109 | 4,62 | 836 | 5,56 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 815 | -2,98 | 569 | -10,27 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 533 | -1,48 | 402 | -0,74 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 100 | 0,00 | 75 | 1,35 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 191 | 0,00 | 144 | 0,70 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 768 | 0,00 | 579 | 0,87 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 297 | -15,38 | 207 | -21,59 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 16.897 | -2,61 | 12.737 | -1,67 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 1.410 | 0,00 | 984 | -7,44 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 538 | 1,32 | 402 | 1,52 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 8.881 | 0,58 | 6.196 | -6,90 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 124.645 | 93.955 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 6.668 | 7,74 | 5.027 | 16,50 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 127 | 0,00 | 96 | 1,06 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 612 | 31,05 | 461 | 32,47 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 3.368 | -7,98 | 2.350 | -14,79 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 597 | 0,00 | 450 | 1,12 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 487 | 0,00 | 340 | -7,36 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.675 | 0,00 | 2.016 | 0,95 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 448 | 0,22 | 312 | -7,14 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 4.374 | 0,00 | 3.052 | -7,46 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 125 | 0,00 | 87 | -7,45 | ||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 2.065 | 1.557 | ||||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 885 | 0,00 | 667 | 1,06 | ||||
| 2026-03-31 | 13F/A | Henson-Edgewater Management, LLC | 292 | 220 | ||||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 756 | 570 | ||||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 928 | -7,94 | 699 | -7,05 | ||||
| 2026-04-21 | 13F | Maseco Llp | 79 | -57,75 | 55 | -60,99 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 23.049 | 5,24 | 17.374 | 6,26 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.777 | 3,68 | 1.240 | -4,03 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 554 | 0,18 | 417 | 0,97 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 10.859 | 0,45 | 8.185 | 1,41 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 40 | 0,00 | 28 | -10,00 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 264 | 71,43 | 199 | 73,04 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 462 | 0,00 | 348 | 1,16 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.303 | -8,28 | 1.607 | -15,06 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 9.138 | 4,26 | 6.888 | 5,26 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 519 | 0,00 | 391 | 1,03 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 21.407 | 15.983 | ||||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 581 | 0,00 | 438 | 0,92 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.424 | -1,58 | 1.827 | -0,71 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 92 | 0,00 | 64 | -7,25 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1.801 | -0,17 | 1.257 | -7,58 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.470 | -1,51 | 4.123 | -0,55 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 776 | 0,26 | 585 | 1,21 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 341 | 0,00 | 238 | -7,42 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 790 | 0,00 | 551 | -7,39 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.511 | -1,82 | 1.054 | -9,06 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 52 | 116,67 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 28.254 | -4,40 | 21.297 | -3,48 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2.928 | -0,61 | 2.043 | -7,97 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 101 | 0,00 | 70 | -7,89 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 57 | 0,00 | 40 | -7,14 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 11.251 | -0,76 | 8.481 | 0,19 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 5.080 | -3,99 | 3.848 | -3,75 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 15 | 0,00 | 10 | -9,09 | ||||
| 2026-01-28 | 13F | Campbell Capital Management Inc | 499 | 0,00 | 376 | 1,08 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 5.320 | 39,89 | 4.010 | 41,25 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 453 | 0,00 | 338 | 12,67 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 288 | 0,00 | 201 | -7,83 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 341 | 0,00 | 238 | -7,39 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 414 | 0,00 | 289 | -7,37 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 974 | 2,96 | 734 | 3,97 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 491 | -8,05 | 370 | -7,29 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 45.973 | -0,27 | 32 | -5,88 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.428 | 221,59 | 1.694 | 197,72 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 25 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 52.800 | 5,78 | 36.840 | -2,09 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 26.370 | 0,45 | 18.398 | -7,02 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 14.848 | 14,92 | 11.192 | 30,61 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 45 | 0,00 | 34 | 0,00 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 22.655 | 6,28 | 15.807 | -1,63 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 28 | 21 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 290 | 3,20 | 202 | -4,27 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 1.124 | 0,00 | 784 | -3,33 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 505 | 0,20 | 381 | 1,06 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 315 | 0,00 | 220 | -7,59 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 9.413 | 1,78 | 7.096 | 2,77 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4.142 | 6,59 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.099 | 2,74 | 1.465 | -4,94 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1.572 | -25,46 | 1.097 | -31,03 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.500 | 11,11 | 1.047 | 2,85 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 309 | 216 | ||||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 1.267 | 0,00 | 955 | 1,06 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 1.228 | -3,15 | 926 | -2,32 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 1.886 | 1.422 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 73 | 0,00 | 55 | 1,85 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 874 | -11,18 | 610 | -17,81 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 144 | -21,74 | 101 | -27,54 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.315 | -11,67 | 1.834 | -7,98 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 6.420.110 | 4,09 | 4.839.352 | 5,09 | ||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 700 | 0,00 | 528 | 0,96 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 547 | -7,60 | 413 | -6,79 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 4.703 | 44,04 | 3.546 | 45,41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 6.507 | -0,14 | 4.540 | -7,55 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 15.233 | 4,68 | 11.531 | 5,68 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 300 | 0,00 | 226 | 1,35 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 423 | 0,00 | 295 | -7,23 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 218 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 1.039 | 0,00 | 783 | 1,03 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 1.546 | -0,64 | 1.079 | -8,02 | ||||
| 2026-04-06 | 13F | CX Institutional | 697 | 44,61 | 0 | |||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 554 | -7,97 | 387 | -13,26 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 800 | -5,55 | 603 | -4,59 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 4.997 | -16,56 | 3.766 | -15,77 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 1.300 | 0,08 | 907 | -6,40 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 5.686 | 32,45 | 4 | 33,33 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 515 | 0,00 | 359 | -7,47 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.564 | -0,26 | 1.091 | -7,62 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 285 | 0,00 | 215 | 0,94 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.578 | -0,57 | 1.189 | 0,42 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 3.388 | 71,02 | 2.554 | 72,73 | ||||
| 2026-02-13 | 13F | Pitti Group Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 1.655 | -1,95 | 1.248 | -1,03 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 23.992 | 2,24 | 16.740 | -6,26 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 1.339 | 19,66 | 1.009 | 20,84 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 1.037 | 18,11 | 782 | 19,24 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 661 | 1,23 | 461 | -6,30 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 9.111 | 6.868 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 324 | 226 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 134.300 | 88,89 | 101.233 | 90,70 | |||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 302 | 211 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 5.313 | 10,46 | 4.005 | 11,50 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 14.009 | -1,64 | 9.774 | -8,95 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 1.562 | -74,46 | 1.177 | -74,22 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 412 | 288 | ||||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 505 | -5,78 | 352 | -12,66 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 674 | 0,00 | 508 | 0,99 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 23 | 0,00 | 16 | -5,88 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 84.900 | 29,03 | 63.996 | 30,26 | |||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 402 | 0,00 | 303 | 1,00 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 2.668 | -3,30 | 2.011 | -2,38 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 45.083 | 62,95 | 33.982 | 64,51 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1.027 | 0,00 | 717 | -7,37 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 3.167 | -1,83 | 2.387 | -0,91 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 19.879 | -1,55 | 13.870 | -8,87 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 5.038 | 2,80 | 3.515 | -4,85 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 344 | 0,00 | 240 | -7,34 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 521 | 0,19 | 363 | -7,40 | ||||
| 2026-02-12 | 13F | Barings Llc | 38.218 | 147,99 | 28.808 | 150,37 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 27.078 | 4,50 | 20.411 | 5,51 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.387 | 0,07 | 968 | -7,46 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 174.429 | -1,41 | 121.703 | -8,74 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 839 | -2,56 | 585 | -9,86 | ||||
| 2026-02-05 | 13F | Eubel Brady & Suttman Asset Management Inc | 864 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 768 | 0,00 | 579 | 0,87 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 695 | -24,70 | 514 | -26,04 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 91.226 | -0,53 | 68.765 | 0,42 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 521 | 0,00 | 364 | -7,38 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 7 | 5 | ||||||
| 2026-01-13 | 13F | Trinity Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 16.381 | 12.336 | ||||||
| 2025-11-03 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.195 | 139,37 | 1.655 | 141,81 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 440 | 24,29 | 307 | 14,61 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 294 | 0,00 | 222 | 0,91 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 22.254 | -1,10 | 15.527 | -8,45 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 15.123 | -33,51 | 11.291 | -25,16 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 6.478 | 0,00 | 4.519 | -7,44 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 8.764 | -0,68 | 6.606 | 0,27 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 461 | 0,00 | 357 | -2,72 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 15 | 10 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 2.463 | 8,65 | 1.718 | 0,53 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 25.552 | -1,86 | 17.828 | -9,16 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 437 | 5,56 | 305 | -2,56 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 6.314 | -6,32 | 4.760 | -5,43 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 402 | -5,85 | 0 | |||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 459 | -52,73 | 320 | -56,22 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 49 | 276,92 | 34 | 277,78 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2 | 0,00 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 6.798 | -9,72 | 5.124 | -8,86 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1.472 | 0,41 | 1.027 | -7,06 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 454 | -0,22 | 317 | -7,31 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 603 | 89,62 | 455 | 91,56 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 623 | -0,95 | 470 | 0,00 | ||||
| 2026-04-14 | 13F | Yarbrough Capital, LLC | 89.058 | 0,00 | 62.137 | -7,44 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 915 | -1,93 | 689 | -1,01 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 5.882 | 12,19 | 4.434 | 13,26 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 3.082 | 2,94 | 2.323 | 3,94 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 1.336 | 9,78 | 1.007 | 10,90 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.322 | -0,45 | 922 | -7,89 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 1.025 | 0,29 | 715 | -7,14 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1.211 | 14,68 | 845 | 6,16 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 4.025 | -3,57 | 3.034 | -2,66 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 50 | 38 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 6.460 | -5,03 | 4.870 | -4,12 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 2.016 | -0,59 | 1.407 | -7,98 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 18.064 | 40,85 | 13.616 | 403,33 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 694 | 16,44 | 485 | 6,37 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 81.507 | 61.438 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 105.700 | -19,74 | 79.675 | -18,97 | |||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 1.320 | 182,05 | 976 | 176,20 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 459 | 346 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 2 | 2 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 60.500 | 35,96 | 45.604 | 37,26 | |||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 13.428 | -11,80 | 9.939 | -13,39 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1.041 | 0,29 | 792 | 2,72 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 33.332 | -2,12 | 23.256 | -9,40 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 2.336 | 0,00 | 1.761 | 0,92 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 175 | 132 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 909 | 0,00 | 634 | -7,45 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 5.686 | -4,76 | 4.286 | -3,84 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.436 | 112,94 | 1.700 | 97,10 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 463 | -83,12 | 323 | -84,37 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 1.510 | -16,85 | 1.138 | -16,01 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 66 | 0,00 | 49 | 13,95 | ||||
| 2026-02-10 | 13F | Pincus Capital Management, Lp | 300 | 226 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 604 | 0,00 | 421 | -7,47 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 142 | -65,20 | 107 | -64,80 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 12 | 9 | ||||||
| 2026-02-24 | 13F | MidFirst Bank | 11 | 8 | ||||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 740 | 558 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 12.785 | 30,69 | 9.638 | 31,94 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 272 | -60,81 | 205 | -60,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.031 | 0,54 | 1.417 | -6,90 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 530 | 0,00 | 370 | -7,52 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 1.049 | 27,00 | 791 | 28,25 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 1.164 | 1,57 | 877 | 2,57 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 347 | 0,00 | 242 | -7,28 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 1.618 | -2,12 | 1.220 | -1,22 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 214 | 2,88 | 161 | 3,87 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.673 | -0,19 | 2.015 | 0,75 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 10.616 | 94,22 | 8.002 | 96,10 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1.314 | 0,00 | 917 | -7,47 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 198 | -59,01 | 149 | -58,89 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 21.175 | -9,60 | 14.774 | -16,32 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 1.924 | 0,00 | 1.342 | -7,45 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 656 | -2,96 | 458 | -10,22 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 266 | 201 | ||||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 750 | 0,00 | 523 | -7,43 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 673 | -3,86 | 470 | -11,01 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 474 | 0,00 | 357 | 1,13 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 62.866 | 3,38 | 47.387 | 4,36 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 4.101 | 6,08 | 2.861 | -1,82 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.500 | 3,81 | 1.047 | -3,95 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2.266 | -18,96 | 1.708 | -18,71 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 11.315 | 4,30 | 8.314 | 2,64 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 609 | 16,89 | 425 | 8,42 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 885 | -0,78 | 617 | -8,18 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 50 | -73,82 | 35 | -75,52 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 20 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 9.620 | 7.251 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 34 | 0,00 | 26 | 0,00 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.819 | 70,64 | 1.371 | 72,45 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 54.007 | 21,44 | 40.710 | 22,60 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 1.541 | 1.075 | ||||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 437 | -12,95 | 329 | -12,03 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 15.444 | 1.105,62 | 11.641 | 1.117,68 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 2.503 | 1.887 | ||||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 373 | -5,09 | 260 | -12,16 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 159 | 120 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 655 | 5,65 | 494 | 6,71 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 27 | 0,00 | 19 | -10,00 | ||||
| 2026-02-20 | 13F | Kinloch Capital, LLC | 22.132 | -4,15 | 16.683 | -3,24 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 61.356 | -26,68 | 38.080 | -40,75 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.179 | -2,18 | 4.658 | -1,25 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 363 | 0,00 | 273 | 1,11 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2.328 | -25,84 | 1.625 | -31,36 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 378 | 0,00 | 264 | -7,39 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 278 | 0,00 | 210 | 0,97 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 21.554 | 334,73 | 1.439 | -61,12 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8.806 | -11,25 | 6.144 | -17,84 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 87 | 0,00 | 61 | -7,69 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 478 | 361 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 746.915 | 4,54 | 563.010 | 5,54 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2.041 | -13,33 | 1.510 | -14,88 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 2.049 | 1.544 | ||||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 871 | -2,24 | 657 | -1,35 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 334 | 13,61 | 252 | 14,61 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 410 | 74,47 | 309 | 76,57 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 117.003 | 0,08 | 88.194 | 1,04 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.369 | 3,09 | 955 | -4,50 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 38.081 | 220,84 | 28.705 | 223,91 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 2.591 | -6,93 | 1.935 | 4,77 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.240 | 99,64 | 1.563 | 84,85 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 68 | -8,11 | 48 | -14,55 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.649 | 6,32 | 2.546 | -1,59 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 671 | 0,15 | 468 | -7,33 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 296 | 0,00 | 207 | -7,62 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 697 | 0,00 | 525 | 0,96 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 163 | 0,00 | 114 | -8,13 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.097 | 7,44 | 766 | -0,52 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 898 | 0,11 | 626 | -7,26 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 643 | -2,87 | 485 | -2,02 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.590 | 17,08 | 1.198 | 18,26 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 400 | 0,00 | 279 | -7,31 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.250 | 119,30 | 872 | 103,26 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 6.160 | -0,13 | 4.298 | -7,57 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 415 | 325 | ||||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 70 | 0,00 | 49 | -7,69 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 53 | 40 | ||||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 1.467 | -0,68 | 1.106 | 0,27 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Systelligence, LLC | 2.709 | -5,21 | 1.890 | -12,26 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 14.973 | -0,85 | 10.447 | -8,22 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 450 | 0,00 | 336 | 12,42 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 513 | 5,77 | 358 | -2,19 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 15.759 | 11.879 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 307 | 0,00 | 232 | 0,87 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 65.695 | -2,38 | 49.520 | -1,45 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.343 | 4,35 | 937 | -3,40 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 2.941 | 7,37 | 2.052 | -1,58 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 623 | 0,00 | 435 | -7,46 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.410 | 121,28 | 2.379 | 104,91 | ||||
| 2026-01-22 | 13F | DDD Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 19.195 | -0,85 | 13.392 | -8,23 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 4.564 | -53,59 | 3.184 | -57,04 | ||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 599 | 3,10 | 452 | 4,16 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 10.867 | -4,73 | 7.582 | -11,82 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 442 | -13,16 | 332 | -12,63 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 596 | 4,93 | 416 | -3,04 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 8.647 | -8,22 | 5.735 | -8,21 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.071 | 17,85 | 3.822 | 18,99 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 385 | 269 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 1.972 | -39,97 | 1.486 | -39,40 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2.709 | 0,00 | 1.891 | -7,44 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 1.813 | -3,20 | 1.354 | 8,94 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 32 | 0,00 | 22 | -8,33 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 9.137 | -0,85 | 6.887 | -3,88 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 4.209 | -50,84 | 3.179 | -50,33 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 363 | 0,00 | 274 | 0,74 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 500 | 0,00 | 349 | -7,45 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 8.339 | 0,71 | 6.286 | 1,67 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 1.356 | 1.022 | ||||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 299 | 0,00 | 225 | 0,90 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1.932 | 5,52 | 1.348 | -2,39 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2.337 | -50,58 | 1.631 | -54,28 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 15.451 | 0,71 | 10.811 | -6,79 | ||||
| 2026-04-24 | 13F | Essex LLC | 305 | 213 | ||||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 453 | 0,00 | 341 | 0,89 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 102 | 0,00 | 71 | -6,58 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 1.126 | -48,01 | 786 | -51,90 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 371 | 280 | ||||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.445 | -6,64 | 1.706 | -13,58 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 3.235 | 0,12 | 2.438 | 1,08 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.986 | -24,54 | 1.386 | -30,19 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 2.801 | 17,74 | 2.111 | 18,86 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 466 | -0,64 | 351 | -0,28 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 366 | 0,00 | 276 | 0,73 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 314.346 | 273,26 | 86.613 | 37,75 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 1.485 | 3,70 | 1.036 | -3,99 | ||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 942 | 710 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 13.875 | 1,84 | 10.374 | 14,62 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 533 | -28,46 | 372 | -33,87 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Members Wealth Llc | 4.733 | 730,35 | 488 | 12,47 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 526 | -8,68 | 367 | -15,67 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 306 | 0,00 | 214 | -7,39 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 62 | 47 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 25.947 | -1,51 | 19.558 | -0,57 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 4.597 | -0,30 | 3.208 | -7,71 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 200 | 140 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 453 | -2,58 | 316 | -9,71 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 18.697 | 2,92 | 14.094 | 3,90 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 1.982 | -1,64 | 1.494 | -0,66 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 700 | -97,82 | 528 | -97,81 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 269.715 | 16,55 | 203.510 | 21,65 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.545 | -10,23 | 1.078 | -16,89 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.618 | 24,19 | 1.987 | 18,43 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 1.567 | -1,26 | 1.093 | -8,61 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 9.994 | 2,08 | 6.973 | -5,52 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 441 | 0,00 | 333 | 0,91 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 4.583 | 3.455 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 3.655 | 0,00 | 2.550 | -7,44 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.411 | 0,00 | 985 | -7,43 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 396 | 0,00 | 298 | 1,02 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 41.215 | -3,47 | 28.816 | -10,59 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 14.005 | -1,89 | 10.557 | -0,96 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.775 | -42,11 | 1.338 | -41,59 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.301 | -2,91 | 981 | -1,90 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 999 | 0,71 | 753 | 1,76 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 11.405 | 24,32 | 8.597 | 25,51 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.242 | 5,88 | 867 | -1,92 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 349 | 21,60 | 243 | |||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 8.135 | 1,45 | 5.676 | -6,09 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 5.064 | -17,09 | 3.817 | -16,29 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 411 | -3,29 | 309 | -2,22 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 24.442 | -5,55 | 18.424 | -4,65 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 42.867 | 209,40 | 32.385 | 213,77 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.076 | -20,54 | 2.319 | -19,76 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 1.033 | -14,06 | 730 | -19,54 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 296 | 0,00 | 207 | -7,62 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 5.825 | 247,76 | 4.064 | 222,03 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.711 | 7,41 | 1.892 | -0,58 | ||||
| 2026-02-17 | 13F/A | Karpus Management, Inc. | 24.977 | -2,06 | 18.827 | -1,12 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 400 | 0,00 | 279 | -7,31 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-14 | 13F | American Trust | 3.102 | 14,04 | 2.338 | 15,17 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 350 | 0,00 | 244 | -7,22 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 6.457 | -0,02 | 4.867 | 0,95 | ||||
| 2025-11-13 | 13F | Integrated Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 712 | 0,00 | 497 | -7,46 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 863 | 11,21 | 474 | -19,01 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7.403 | 0,03 | 5.580 | 0,98 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 23.218 | -0,62 | 16.199 | -8,01 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 472 | -31,69 | 329 | -36,73 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6.184 | 17,70 | 4.315 | 8,94 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 279 | 4,10 | 210 | 5,00 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 19.227 | 0,00 | 14.493 | 0,95 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 17.153 | -16,54 | 12.930 | -15,74 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 799 | 0,00 | 644 | 6,81 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 675 | 0,00 | 509 | 0,99 | ||||
| 2026-04-24 | 13F | Greenfield Seitz Capital Management, LLC | 560 | 0,00 | 391 | -7,58 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 2.192 | -4,70 | 1.529 | -11,77 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 26.408 | -0,58 | 18.424 | -7,97 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 7.725 | -1,02 | 5.823 | 13,64 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 531 | -6,02 | 370 | -12,94 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 81.904 | -2,07 | 61.738 | -1,14 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 8.600 | 6.483 | ||||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | 422 | 318 | ||||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 1.177 | 878 | ||||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 2.794 | -5,54 | 1.949 | -12,56 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 316 | 0,00 | 238 | 1,28 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 422 | 0,00 | 318 | 0,95 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 673 | 4,18 | 469 | -3,70 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 784 | 0,00 | 591 | 0,85 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 2.773 | 0,65 | 2.090 | 1,65 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.577 | -0,72 | 2.496 | -8,10 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 2.527 | 3,02 | 1.905 | 3,99 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 2.718 | -2,37 | 2.049 | -1,44 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 24.812 | 18.703 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 2.028 | -7,94 | 1.529 | -7,06 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.133 | -4,29 | 4.623 | -3,39 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.999 | 0,00 | 1.395 | -7,44 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 530 | 0,00 | 370 | -7,52 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.173 | 21,20 | 2.213 | 10,82 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 127.756 | -14,72 | 89.138 | -21,06 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 762 | 0,00 | 531 | -7,49 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 175.592 | -3,25 | 122.514 | -10,45 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 457 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | IMZ Advisory Inc | 317 | 0,00 | 221 | -7,14 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 4.621 | 3,10 | 3.224 | -4,56 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 2.952 | -3,21 | 2.226 | -2,28 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 689 | 0,15 | 482 | 3,66 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 145.740 | -12,91 | 109.856 | -12,07 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 313 | -18,91 | 218 | -24,83 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 3.957 | -0,38 | 2.983 | 0,57 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 360 | -1,10 | 251 | -8,39 | ||||
| 2026-01-21 | 13F | Summa Corp. | 345 | -22,47 | 260 | -21,69 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 331 | 0,00 | 250 | 0,81 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 497 | 0,00 | 347 | -7,49 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 6.185 | 23,40 | 4.316 | 14,21 | ||||
| 2026-01-29 | 13F | Matisse Capital | 424 | -12,03 | 320 | -11,39 | ||||
| 2025-11-03 | 13F | Pandora Wealth, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | State Street Corp | 1.299 | 6,83 | 979 | 7,94 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 453 | -7,93 | 316 | -14,59 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 516 | 4,24 | 389 | 5,15 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 10.211 | 7,54 | 7.125 | -0,46 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 24 | 18 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 916 | -1,08 | 639 | -8,32 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 5.344 | 5,95 | 4.028 | 20,42 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 1.849 | -0,54 | 1.394 | 0,36 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | John G Ullman & Associates Inc | 445 | 0,00 | 335 | 0,90 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 74.496 | -1,30 | 56 | 0,00 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 52 | 0,00 | 36 | -7,69 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 1.716 | 2,14 | 1.198 | -5,45 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 38.914 | -0,21 | 29.333 | 0,75 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.932 | -11,90 | 1.348 | -18,51 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 395 | -95,21 | 276 | -95,57 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 400 | -63,64 | 302 | -63,34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.367 | 2,79 | 10.076 | 3,77 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 781 | -1,39 | 589 | -0,51 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 731 | 7,82 | 553 | 9,29 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 321 | 0,00 | 255 | 19,81 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 3.142 | 22,64 | 2.368 | 23,78 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 366 | 0,00 | 255 | -7,27 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 1.023 | -2,39 | 714 | -9,63 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 40 | 0,00 | 31 | 0,00 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 514 | -52,10 | 359 | -55,69 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 19.485 | 2,01 | 14.688 | 2,98 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 731 | -1,08 | 510 | -8,44 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 300 | 0,00 | 226 | 1,35 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 6.876 | -10,27 | 5.183 | -9,40 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 308 | 0,00 | 230 | 12,25 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 | 1 | ||||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 1.049 | -2,96 | 791 | -1,98 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 458 | 345 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 444 | 335 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 20.853 | -0,53 | 15.719 | 0,42 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 29 | 0,00 | 22 | 0,00 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 499 | 0,00 | 348 | -7,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 6.498 | 0,03 | 4.898 | 0,99 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 37.300 | -0,86 | 28.116 | 0,09 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 178 | 0,00 | 134 | 1,52 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 725 | -2,82 | 315 | -36,44 | ||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 362 | -1,36 | 0 | |||||
| 2026-01-29 | 13F | Concord Asset Management, LLC/VA | 592 | 0,00 | 446 | 0,90 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3.832 | 3,12 | 2.672 | -4,61 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 16 | -5,88 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 867 | 0,00 | 654 | 0,93 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 94 | 0,00 | 66 | -7,14 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 694 | 18,23 | 523 | 19,41 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.121 | 5,84 | 1.599 | 6,82 | ||||
| 2026-02-17 | 13F | FIL Ltd | 50.264 | 0,00 | 37.888 | 0,96 | ||||
| 2026-02-12 | 13F | Welch Capital Partners Llc/ny | 27.310 | 0,00 | 21 | 0,00 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 376 | -28,52 | 262 | -33,84 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 961 | -0,52 | 670 | -7,84 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 6.208 | 1,79 | 4.680 | 2,77 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 5.026 | 8,06 | 3.789 | 9,10 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 13.749 | -0,81 | 10.367 | 0,14 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 9.122 | -1,47 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 291 | 8,18 | 220 | 8,42 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 52 | 0,00 | 36 | -7,69 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 91 | 0,00 | 63 | -7,35 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 13.355 | -1,01 | 10.067 | -0,06 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 579 | -0,69 | 436 | 0,23 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 2.275 | 3,60 | 1.587 | -4,05 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 4.305 | -7,48 | 3.245 | -6,62 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 2.151 | 2,14 | 1.606 | 15,04 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 1.035 | 107,00 | 780 | 109,12 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 686.084 | -2,54 | 517.303 | -1,48 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 3.567 | 33,30 | 2.689 | 34,53 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 162.642 | 5,03 | 113.478 | -2,79 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 555 | -3,81 | 418 | -3,69 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 775 | -4,32 | 1 | |||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 426 | 0,71 | 321 | 1,90 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 667 | 0,00 | 465 | -7,37 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 80.807 | -8,52 | 57.102 | -14,24 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 6.631 | 1,31 | 4.998 | 2,27 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 52 | 6,12 | 39 | 8,33 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 336.406 | -2,74 | 253.577 | -1,81 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 1.024 | 0,00 | 714 | -7,39 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 1.215 | 61,14 | 1 | |||||
| 2026-02-03 | 13F | Retirement Planning Group | 15.571 | 58,18 | 11.737 | 59,70 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.643 | 9,02 | 1.239 | 10,04 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 759 | 0,00 | 530 | -7,52 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2.747 | -57,59 | 1.917 | -60,75 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 32.684 | -2,31 | 24.636 | -1,37 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 757 | 10,67 | 528 | 2,52 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 19.189 | -4,20 | 13.388 | -11,33 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 873 | 0,00 | 658 | 1,08 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 40 | 0,00 | 30 | 3,45 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 1.016 | -18,46 | 763 | -17,96 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 2.478 | -4,44 | 1.868 | -3,56 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 514 | -0,39 | 358 | -7,73 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 1.852 | -1,12 | 1.396 | -0,14 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 674 | 0,00 | 508 | 0,99 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 8.779 | -2,77 | 6.618 | -1,84 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 384 | 0,00 | 268 | -7,61 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 600 | -19,46 | 452 | -18,71 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 143 | 0,00 | 108 | 0,94 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 2.240 | 0,00 | 1.688 | 0,96 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1.316 | 0,00 | 918 | -7,37 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 12.274 | 15,49 | 9.252 | 16,60 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 594 | 0,34 | 415 | -7,17 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 342 | -19,39 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 926 | 0,33 | 698 | 1,45 | ||||
| 2025-11-07 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 512 | 0,00 | 357 | -7,27 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 6 | -60,00 | 5 | -63,64 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 570 | 0,00 | 398 | -7,46 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8.345 | 27,39 | 5.822 | 17,90 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.281 | 0,00 | 894 | -7,46 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 16.731 | 7,46 | 12.612 | 8,49 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1.090 | -1,00 | 761 | -8,32 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 24 | 0,00 | 18 | 5,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 24.270 | 6,57 | 16.933 | -1,35 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 1.000 | -50,00 | 698 | -53,75 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.113 | -22,28 | 777 | -28,08 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.636 | -6,94 | 1.233 | -6,02 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 14.889 | -1,08 | 11.223 | -0,14 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 1.957 | 14,91 | 1.475 | 16,05 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1.303 | 0,00 | 982 | 1,03 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 6.541 | 22,24 | 4.931 | 19,95 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 86 | 0,00 | 65 | 0,00 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 800 | 558 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 583 | 7,76 | 407 | -0,25 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 721 | 4,64 | 503 | -3,08 | ||||
| 2026-04-20 | 13F | Morangie Management LLC | 400 | 0,00 | 279 | -7,31 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 1.905 | 1,71 | 1.329 | -5,81 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 219 | -2,23 | 153 | -9,52 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.424 | 1.827 | ||||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 914 | 3,04 | 638 | -4,64 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.280 | 121,45 | 893 | 105,29 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 50 | 0,00 | 35 | -8,11 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 8.475 | 16,08 | 5.913 | 7,45 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 497 | 5,52 | 347 | -2,25 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 604 | -3,97 | 451 | 7,91 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 312 | 4,35 | 218 | -3,56 | ||||
| 2026-02-10 | 13F | Castlekeep Investment Advisors Llc | 347 | 262 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 649 | 2,37 | 453 | -5,24 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 408 | 0,00 | 285 | -7,49 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 651 | 11,09 | 455 | 2,95 | ||||
| 2026-02-17 | 13F | Bamco Inc /ny/ | 2.682 | 2.022 | ||||||
| 2026-04-23 | 13F | American National Bank | 158 | 6,76 | 110 | -0,90 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 900 | 0,11 | 678 | 1,04 | ||||
| 2026-01-07 | 13F | American Asset Management Inc. | 600 | 452 | ||||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 363 | 274 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15.335 | 1,51 | 11.559 | 41,08 | ||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 18.523 | 56,14 | 13.965 | 57,80 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 419 | 0 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 73.224 | 2,36 | 55.195 | 3,34 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 16 | 12 | ||||||
| 2025-10-30 | 13F | Register Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 587 | 2,44 | 442 | -3,70 | ||||
| 2026-03-10 | 13F | PeakShares LLC | 7.500 | 5.653 | ||||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 5.086 | -0,51 | 3.549 | -7,92 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 6.956 | -0,91 | 4.853 | -8,55 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 137 | 0,00 | 103 | 0,98 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 479 | -2,44 | 361 | -1,64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 8 | 0,00 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1.431 | 0,14 | 998 | -7,34 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 305 | -6,15 | 230 | -4,96 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 1.224 | 854 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 6.354 | 0,00 | 4.433 | -7,43 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 9.227 | -11,91 | 6.955 | -11,06 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 351 | 0,00 | 245 | -7,58 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 1.156 | 0,00 | 807 | -7,46 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 96.779 | -3,45 | 72.950 | -2,52 | ||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 808 | 0,00 | 609 | 1,00 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 1.441 | 4,72 | 1.094 | 5,39 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 3.072 | 0,92 | 2.143 | -6,58 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 488 | -0,20 | 368 | 0,55 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 20.466 | 10,63 | 15.427 | 11,70 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 1.627 | 0,00 | 1.226 | 0,99 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 4.396 | 3,53 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.460 | -2,34 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 731 | 0,00 | 551 | 0,92 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 333 | 0,00 | 251 | 1,21 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 6.043 | 1,94 | 4.555 | 2,94 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 807 | 609 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 215 | 0,00 | 162 | 1,25 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 1.016 | 0,10 | 766 | 0,92 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 2.355 | 222,60 | 1.775 | 225,69 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 300 | 0,00 | 226 | 1,35 | ||||
| 2026-02-17 | 13F | Beacon Investment Advisors Llc | 389 | 0,00 | 293 | 1,03 | ||||
| 2026-04-20 | 13F | City State Bank | 3.302 | 6,96 | 2.304 | -0,99 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 5.088 | 96,37 | 3.835 | 98,29 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 5.041 | -1,41 | 3.799 | -0,47 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 2.598 | -3,67 | 1.958 | -2,78 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 920 | 0,00 | 693 | 1,02 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 1.038 | 29,59 | 782 | 30,77 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 19.972 | 13,96 | 15.054 | 15,05 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 347 | -1,98 | 242 | -9,40 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 3.064 | 12,61 | 2.138 | 4,24 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 3.297 | -0,39 | 2.485 | 0,57 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 273 | 206 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 409 | -7,88 | 285 | -14,67 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 42 | 0 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 16.868 | -27,92 | 12.715 | -27,23 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 1.277 | -7,13 | 963 | -6,24 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 1.794 | -6,51 | 1.369 | -4,47 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 24.255 | 0,62 | 18.283 | 1,58 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 2.010 | 1,46 | 1.402 | -6,22 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 915 | 0,00 | 690 | 0,88 | ||||
| 2025-11-12 | 13F | Accent Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 442 | 0,00 | 309 | -7,51 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2.668 | -2,91 | 1.862 | -10,14 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.078 | 28,51 | 1.450 | 18,95 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 1.130 | 31,09 | 1 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 507 | 8,80 | 354 | 0,57 | ||||
| 2026-01-20 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 11.272 | 0,00 | 8 | -12,50 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 1.317 | 2,49 | 919 | -5,17 | ||||
| 2026-02-17 | 13F | Creative Planning | 147.369 | 2,41 | 111.083 | 3,40 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 397 | -5,02 | 277 | -12,10 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 24.665 | -0,06 | 889 | -0,45 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.543.645 | 1,22 | 1.163.569 | 2,19 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 363 | 0,00 | 253 | -7,69 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 414 | 19,31 | 289 | 10,34 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 590 | 0,00 | 445 | 0,91 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 650 | -2,11 | 490 | -1,21 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 971 | -4,62 | 732 | -3,82 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 687 | 7,01 | 479 | -0,83 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 9.519 | -1,02 | 7.175 | -0,07 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 3.175 | 0,00 | 2.393 | 0,97 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 3.724 | 0,57 | 2.807 | 1,56 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 427 | 322 | ||||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 7.871 | 6,47 | 5.933 | 7,50 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 2.212 | 37,56 | 1.667 | 38,92 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 1.238 | 0,49 | 933 | 1,41 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.381 | -8,40 | 3.056 | -15,23 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 750 | 0,00 | 523 | -7,43 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 245 | 16,67 | 185 | 17,95 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 342 | 0,00 | 258 | 0,78 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 4.777 | 0,42 | 3.601 | 1,38 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 32.173 | -3,74 | 22.448 | -10,90 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 53 | 0,00 | 37 | -7,69 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 161 | -52,65 | 121 | -52,17 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 1.806 | 73,82 | 1.361 | 75,61 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11.872 | -5,84 | 8.283 | -12,84 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 925 | 0,00 | 697 | 1,01 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 658 | -23,84 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 250 | 0,00 | 174 | -7,45 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 578 | -6,77 | 436 | -5,83 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 4.159 | -3,05 | 3.135 | -2,09 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 466 | 0,00 | 325 | -7,41 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 12.442 | 28,18 | 8.681 | 18,66 | ||||
| 2026-04-20 | 13F | Emprise Bank | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 16.627 | -1,52 | 12 | -8,33 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 52.210 | -2,18 | 39.355 | -1,25 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 1.215 | 916 | ||||||
| 2026-02-19 | 13F | Claris Financial LLC | 282 | -18,73 | 212 | -17,83 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 625 | 0,00 | 436 | -7,63 | ||||
| 2025-11-12 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 700 | 0,00 | 528 | 0,96 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 50 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 45 | 0 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 5.553 | 2,97 | 4.186 | 3,95 | ||||
| 2026-02-17 | 13F | Sun Group Wealth Partners | 6.872 | 5.180 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 490 | 0,00 | 342 | -7,59 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 18.120 | -0,45 | 12.643 | -7,86 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 900 | 0,11 | 678 | 1,04 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1.768 | -50,86 | 1.333 | -50,41 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 1.860 | -14,91 | 1.298 | -21,30 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 4.141 | -1,57 | 3.122 | -0,64 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 853 | 54,25 | 643 | 55,83 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 3.523 | 1,82 | 2.458 | -5,72 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 33 | 23 | ||||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 6.033 | 4.504 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.176 | -0,17 | 821 | -7,55 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 457 | -36,35 | 344 | -35,70 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 318 | 0,00 | 222 | -7,53 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.569 | -11,16 | 1.095 | -17,74 | ||||
| 2026-02-04 | 13F | KLCM Advisors, Inc. | 715 | 539 | ||||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 503 | -6,85 | 351 | -14,00 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.443 | 0,00 | 1.077 | 12,54 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 12.518 | 3,40 | 9 | 0,00 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 13.266 | 4,92 | 10.000 | 5,92 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 38 | 27 | ||||||
| 2026-02-17 | 13F | Teucrium Investment Advisors, LLC | 2.107 | 1.588 | ||||||
| 2026-02-13 | 13F | University Of Texas/texas Am Investment Managment Co | 7 | 5 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 251.932 | -1,72 | 189.901 | -0,78 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 3.014 | -1,95 | 2.272 | -1,05 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 361 | 0,00 | 252 | -7,38 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 700 | -0,85 | 488 | -8,27 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 1.859 | -7,14 | 1.297 | -14,05 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 509 | -3,78 | 385 | -2,78 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 954 | 0,00 | 666 | -7,51 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 2.065 | -9,75 | 1.556 | -8,90 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 15.028 | -8,18 | 10.485 | -15,01 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 21.101 | 3,95 | 14.723 | -3,78 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 2.833 | -1,05 | 2.135 | -0,09 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 758 | 0,13 | 572 | 1,06 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 111 | 0,00 | 77 | -7,23 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 59 | 0,00 | 41 | -6,82 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 1.412 | 1.064 | ||||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 422 | 0,00 | 318 | 0,95 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 458 | -10,02 | 345 | -9,23 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 284 | -1,05 | 198 | -8,33 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 823 | -8,56 | 574 | -15,49 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 1.098 | 0,09 | 828 | 0,98 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 13 | 0,00 | 11 | 11,11 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 79.515 | 22,25 | 59.937 | 24,70 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 162 | 0,00 | 121 | 12,15 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 524 | 0,00 | 366 | -7,36 | ||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 20.721 | 0,24 | 15.619 | 1,20 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.281 | 6,57 | 966 | 7,58 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 7.915 | 0,24 | 5.522 | -7,24 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 626 | 0,00 | 472 | 0,86 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 505 | 17,99 | 352 | 9,32 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 984 | 22,24 | 742 | 23,29 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 951 | 19,17 | 717 | 20,13 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 29.251 | -1,41 | 22.049 | -0,47 | ||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 1.776 | 1.339 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.316 | -3,87 | 918 | -10,96 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2.256 | 23,89 | 1.574 | 14,72 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 2.462 | -4,13 | 1.856 | -3,23 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 1.125 | -7,25 | 785 | -14,11 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 980 | 0,00 | 684 | -7,45 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 836 | -14,78 | 583 | -21,11 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.077 | 34,46 | 751 | 24,54 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.062 | -7,46 | 2.308 | -6,56 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 126 | 95 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 2.197 | -1,35 | 1.533 | -8,70 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 701 | -42,78 | 528 | -42,23 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 5.768 | -4,50 | 4.024 | -11,60 | ||||
| 2026-02-12 | 13F | Systematic Alpha Investments, LLC | 82.300 | 0,00 | 62.036 | 0,96 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 207 | 10,70 | 156 | 12,23 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 137 | 0,00 | 103 | 0,98 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 1.596 | 1.203 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 3.363 | 0,00 | 2.249 | -11,29 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 492 | 30,16 | 371 | 31,56 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 1.415 | 2,98 | 1.067 | 4,00 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 1.927 | 0,00 | 1.345 | -7,44 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 628 | 0,00 | 438 | -7,40 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 36.510 | -3,32 | 25.474 | -10,51 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 11.697 | -14,01 | 8.817 | -13,19 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 516 | 8,40 | 389 | 9,30 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 15.117 | -2,19 | 11.395 | -1,26 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.240 | -87,56 | 935 | -87,44 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 691 | 10,56 | 521 | 11,59 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 402 | 0,25 | 280 | -7,28 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 523 | 394 | ||||||
| 2026-04-17 | 13F | Union Savings Bank | 2.674 | 0,00 | 1.866 | -7,44 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 2.865 | 0,03 | 2.159 | 0,98 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 29.819 | -2,77 | 22.477 | -1,83 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 1.216 | -7,88 | 916 | -7,01 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 3.188 | -13,53 | 2.283 | -19,19 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 1.686 | -9,35 | 1.176 | -16,12 | ||||
| 2026-02-10 | 13F | Frederick Financial Consultants, LLC | 391 | 0,00 | 295 | 1,03 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 557 | -9,72 | 389 | -16,56 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 4.825 | 700,17 | 497 | 8,75 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 18.099 | 6,81 | 13.643 | 9,45 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 642 | 0,94 | 448 | -6,68 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 496 | -6,94 | 374 | -5,79 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.460 | -28,78 | 1.100 | -28,10 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 126 | 0,00 | 88 | -7,45 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.526 | 0,20 | 1.134 | -2,33 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 451 | 0,00 | 314 | -7,37 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 14.864.359 | -1,34 | 11.204.456 | -0,40 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.578 | -5,98 | 1.798 | -12,97 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 569 | 0,18 | 397 | -7,48 | ||||
| 2026-02-13 | 13F | Trillium Asset Management, Llc | 281 | -2,43 | 212 | -1,40 | ||||
| 2026-02-12 | 13F | Pcg Asset Management, Llc | 5.901 | -3,34 | 4.455 | -2,28 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 1.000 | 0,00 | 754 | 0,94 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 359 | -0,83 | 270 | 0,00 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 78 | 0,00 | 59 | 0,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 268 | 0,00 | 187 | -7,92 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 303 | 76,16 | 211 | 63,57 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 720 | -5,88 | 502 | -12,85 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 2.155 | 3,66 | 1.624 | 4,64 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 1.162 | 3,94 | 811 | -3,80 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 5.775 | -10,03 | 4.353 | -9,16 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 179 | -21,15 | 135 | -20,71 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.292 | 9,68 | 902 | 1,58 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 1.913 | 1,54 | 1.442 | 2,56 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 712 | 1,28 | 490 | -4,12 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 8.147 | 0,37 | 6.141 | 1,34 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34.059 | -0,79 | 23.764 | -8,17 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 5.111 | 3.853 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 7.722 | 4,22 | 5.830 | -1,15 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 45 | 0,00 | 34 | 0,00 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 735 | -1,61 | 513 | -9,06 | ||||
| 2026-02-10 | 13F | Constant Guidance Financial LLC | 2.603 | 572 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 7.005 | -2,59 | 4.887 | -9,83 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 101 | 76 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 75 | 0,00 | 52 | -7,14 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 302.908 | -0,91 | 228.326 | 0,04 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 366 | -4,19 | 261 | -6,47 | ||||
| 2026-01-27 | 13F | PFG Advisors | 3.898 | -43,68 | 2.938 | -43,16 | ||||
| 2026-02-11 | 13F | CNB Bank | 109 | 0,00 | 82 | 1,23 | ||||
| 2026-01-07 | 13F | Aquire Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Crews Bank & Trust | 767 | 0,00 | 578 | 1,05 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 287.739 | 15,39 | 217.125 | 16,62 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 354 | -39,18 | 247 | -43,84 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 314 | 0,32 | 219 | -7,63 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 909 | 0,11 | 1 | |||||
| 2026-01-21 | 13F | Trivant Custom Portfolio Group, LLC | 1.154 | 870 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 11.430 | -5,83 | 8.616 | -4,92 | ||||
| 2026-04-24 | 13F | Bayban | 1.105 | 0,00 | 771 | -7,45 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 81 | -14,74 | 61 | -14,29 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 577 | -1,87 | 435 | -1,14 | ||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 37.314 | -1,30 | 28.127 | -0,35 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 4.307 | 0,30 | 3.247 | 1,25 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 3.074 | 55,80 | 2.317 | 57,40 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.151.255 | 1,22 | 1.621.574 | 2,19 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 817 | -73,09 | 570 | -75,36 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 695 | -29,15 | 524 | -28,55 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 289 | 0,00 | 202 | -7,37 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 300 | 0,00 | 226 | 1,35 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 3.453 | -1,88 | 2.409 | -9,16 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 617 | 465 | ||||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 388 | 2,65 | 293 | 3,55 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 1.005 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.547 | 392,68 | 1.166 | 398,29 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 845 | 0,00 | 589 | -7,39 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 27.803 | 0,58 | 20.957 | 1,55 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 380 | 0,00 | 286 | 1,06 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 413 | 311 | ||||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 31.594 | 12,01 | 23.815 | 13,08 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 315 | 0,00 | 220 | -7,59 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 847 | 0,00 | 638 | 0,95 | ||||
| 2026-02-03 | 13F | Chesapeake Wealth Management | 1.757 | 11,41 | 1.324 | 12,49 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.318 | 1,31 | 3.255 | 2,26 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3.233 | -42,53 | 2.256 | -46,82 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 1.914 | -0,52 | 1.335 | -7,93 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 363 | -2,43 | ||||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 808 | -11,31 | 609 | -10,31 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 409.138 | 1,22 | 308.418 | 2,19 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 56.565 | -1,13 | 39.467 | -8,48 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 4.614 | 6,09 | 3.478 | 7,12 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2.382 | -3,48 | 1.662 | -10,70 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 329 | -4,08 | 230 | -11,24 | ||||
| 2026-02-10 | 13F | Exit Wealth Advisors, LLC. | 483 | 12,59 | 364 | 13,44 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 507 | -48,99 | 363 | -52,30 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 336 | 6,67 | 254 | 1,20 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 56 | -1,75 | 42 | 0,00 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 412 | 0,00 | 288 | -7,42 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 525 | 0,00 | 366 | -7,34 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Peoples Bank /oh | 922 | -5,82 | 643 | -12,75 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 1.404 | 10,20 | 980 | 1,98 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 380 | 0,00 | 265 | -7,34 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 429 | 5,15 | 299 | -2,61 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 528 | -23,59 | 368 | -29,23 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 48.853 | 3,22 | 36.824 | 4,21 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 345.707 | -12,25 | 260.587 | -11,41 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 7.144 | 17,85 | 5.433 | 17,58 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 927 | 0,00 | 699 | 0,87 | ||||
| 2026-02-13 | 13F | Snowwater Investment Partners, Llc | 3.454 | 2.604 | ||||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 700 | 0,00 | 528 | 0,96 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 501 | 382 | ||||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 456 | 14,86 | 344 | 15,88 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 699 | 0,14 | 538 | 2,28 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 1.030 | 3,31 | 719 | -4,39 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 60 | 0,00 | 45 | 2,27 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 558 | 25,11 | 421 | 26,51 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 1.763 | 4,01 | 1.329 | 5,06 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 71 | 50 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 805 | 3,87 | 562 | -3,94 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4.742 | 1,76 | 3.575 | 2,73 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 7.457 | 53,37 | 5.203 | 41,94 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 20.588 | 5.494,57 | 15.519 | 5.563,50 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 5 | 66,67 | 4 | 50,00 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.422 | 0,00 | 1.072 | 0,94 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 512 | 0,00 | 357 | -7,27 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 2.062 | 0,73 | 1.555 | 1,70 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 3.683 | 8,71 | 2.569 | 0,63 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 34 | -84,75 | 26 | 44,44 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 324 | 0,00 | 226 | -7,38 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 13 | 0,00 | 10 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 3.939 | -3,24 | 2.969 | -2,30 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 3.275 | 0,00 | 2.469 | 0,94 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 802 | 0,12 | 574 | -4,81 | ||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 568 | 0,00 | 428 | 0,94 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 1.446 | 1,26 | 1.009 | -6,32 | ||||
| 2026-04-14 | 13F | PICTET BANK & TRUST Ltd | 324 | 0,00 | 226 | -7,38 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 4.983 | -0,50 | 3.477 | -7,92 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 324 | 2,21 | 240 | -0,83 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 694 | 0,00 | 484 | -7,46 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 11.719 | 0,83 | 8.177 | -6,67 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | St. Nicholas Private Asset Management, Inc | 4.810 | -3,37 | 3.626 | -2,45 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 512 | -2,66 | 386 | -1,53 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 61 | 0,00 | 43 | -6,67 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 896 | 4,55 | 675 | 5,63 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 86 | 0,00 | 65 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4.144 | -3,34 | 2.891 | -10,52 | ||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 1.760 | 60,29 | 1.228 | 48,37 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 75 | 0,00 | 57 | 1,82 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 870 | 3,69 | 656 | 61,33 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 317 | 239 | ||||||
| 2026-02-13 | 13F | Graney & King, LLC | 27 | 0,00 | 20 | 5,26 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 24 | 18 | ||||||
| 2026-02-12 | 13F | Barometer Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | China Universal Asset Management Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LM Advisors LLC | 1.981 | -23,42 | 3 | 100,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 284 | 6,77 | 204 | 1,50 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 741 | 0,00 | 517 | -7,35 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 10.799 | -2,28 | 8.217 | -0,40 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 299 | 227 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 782 | 4,13 | 589 | 4,99 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 857 | 0,12 | 598 | -7,73 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 30 | 0,00 | 21 | -9,09 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 479 | 0,00 | 361 | 1,12 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 733 | 0,00 | 553 | 0,18 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10.201 | -8,76 | 7.689 | -7,88 | ||||
| 2026-02-14 | 13F | Bank of Marin | 864 | 0,00 | 651 | 0,93 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 43.558 | 15,67 | 32.833 | 16,78 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 1.783 | -1,98 | 1.344 | -1,10 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 485 | -11,01 | 338 | -17,56 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 8.044 | -4,77 | 6.063 | -3,85 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 2.117 | 32,15 | 1.596 | 33,47 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 458 | 0,00 | 345 | 1,17 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 5.878 | -1,21 | 4.101 | -8,56 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 413 | 0,00 | 288 | -7,40 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 1.014 | -11,52 | 764 | 0,53 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 384 | 268 | ||||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 10 | 66,67 | 8 | 75,00 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 652 | -46,43 | 455 | -50,38 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 374 | 0,00 | 261 | -7,47 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 8.850 | 0,02 | 6.175 | -7,42 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 1.454 | -2,55 | 1.014 | -9,79 | ||||
| 2026-04-29 | 13F | Burney Co/ | 827 | 0,73 | 577 | -6,63 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 765 | 0,00 | 577 | 0,88 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 697 | 4,19 | 515 | 2,39 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4.928 | -46,55 | 3.438 | -50,53 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 586 | 0,00 | 442 | 0,92 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 14.440 | -17,95 | 10.075 | -24,04 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 36 | -45,45 | 25 | -50,00 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 768 | 0,00 | 536 | -7,44 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.042 | 2.380,95 | 1 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 788 | 0,00 | 550 | -7,25 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 3.264 | 3,00 | 2.460 | 4,02 | ||||
| 2026-02-13 | 13F | Commerce Bank | 6.878 | -17,61 | 5.184 | -16,82 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 668 | 3,73 | 504 | 4,79 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 5.679 | -0,61 | ||||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 3.728 | -22,85 | 2.628 | -31,65 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 304 | 0,00 | 229 | 1,33 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 1.167 | 155,36 | 814 | 136,63 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 14.749 | -12,42 | 10.291 | -18,94 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 1.020 | -0,78 | 712 | -8,14 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 702 | -0,43 | 529 | 0,57 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7.689 | -4,26 | 5.365 | -11,38 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 411 | 0,00 | 312 | 0,65 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.665 | 0,06 | 1.255 | 0,97 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 6.166 | -7,43 | 4.648 | -6,56 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 5.719 | 5,71 | 3.990 | -2,16 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 546 | 0,18 | 411 | 0,98 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 707 | 0,00 | 493 | -7,33 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1.245 | 0,00 | 869 | -7,46 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 1.915 | 7,58 | 1.336 | -0,37 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 1.323 | 997 | ||||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 2.008 | -2,05 | 1.514 | -1,11 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 1.350 | 0,00 | 1.018 | 0,99 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29.475 | 1,56 | 20.565 | -5,99 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 14.841 | 0,43 | 10.355 | -7,05 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 461 | 0,00 | 344 | 1,48 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 406 | 0,25 | 283 | -7,21 | ||||
| 2026-04-28 | 13F | Corbyn Investment Management Inc/md | 321 | -20,15 | 224 | -26,40 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 3.399 | 0,00 | 2.562 | 0,95 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 1.410 | 0,00 | 984 | -7,44 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7.922 | -39,83 | 5.646 | -43,39 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 341 | 4,92 | 238 | -2,87 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 4.349 | -1,61 | 3.278 | -0,67 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 1.333 | 1.005 | ||||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 771 | -23,51 | 581 | -22,74 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 30.288 | -2,63 | 22.830 | -1,71 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 960 | 723 | ||||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 685 | 478 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1.102 | 1,19 | 831 | 2,09 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.803 | 10,79 | 1.956 | 2,52 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 156 | 0,00 | 109 | -7,69 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Joule Financial, LLC | 6.768 | -1,69 | 4.723 | -9,00 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 859 | 647 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10.650 | -3,12 | 7.431 | -10,33 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 60 | 0,00 | 42 | -8,89 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 66 | 1.220,00 | 46 | 1.433,33 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 4.695 | 0,04 | 3.539 | 1,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 13.979 | 1,33 | 9.754 | -6,21 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 345 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mosley Wealth Management | 38 | 28 | ||||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 708 | 6,31 | 494 | -1,59 | ||||
| 2026-04-23 | 13F | Simmons Bank | 5.550 | -1,96 | 3.872 | -9,26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 6.398 | -1,27 | 4.464 | -8,56 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 6.871 | -8,88 | 5.179 | -8,01 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 415 | 4,01 | 320 | 4,59 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 2.054 | 46,19 | 1.548 | 47,47 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 4.550 | 3,50 | 3.429 | 4,48 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 942 | 3.040,00 | 657 | 2.886,36 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 139.299 | -0,09 | 105.001 | 0,87 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 1.261 | 24,24 | 880 | 15,05 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 612 | 0,00 | 427 | -7,38 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 6.661 | -2,22 | 5.021 | -1,30 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 140 | 106 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 36.412 | -2,91 | 27.447 | -1,98 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 576 | 0,00 | 402 | -7,60 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 598 | 4,18 | 451 | 5,37 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 791 | 67,58 | 596 | 69,32 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 1.341 | -0,89 | 935 | -8,24 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 52 | 39 | ||||||
| 2026-02-05 | 13F | CMG Global Holdings, LLC | 5.477 | 4,68 | 3.953 | 0,38 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 822 | 0,12 | 574 | -7,43 | ||||
| 2026-02-17 | 13F | Windsor Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3.874 | 733,12 | 391 | 11,71 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 489 | 369 | ||||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 3.103 | 0,03 | 2.339 | 0,99 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 289 | -1,37 | 202 | -9,05 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 859 | -28,71 | 599 | -34,03 | ||||
| 2025-11-13 | 13F | UBS Group AG | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-05 | 13F | Bessemer Group Inc | 6.325 | -23,98 | 5 | -33,33 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 1.123 | 841 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 754 | 57,41 | 568 | 59,10 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 2.536 | 11,92 | 1.769 | 3,57 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 7.119 | -9,45 | 4.967 | -16,17 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 107 | 664,29 | 82 | 710,00 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 192 | 0,00 | 134 | -7,64 | ||||
| 2025-11-14 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 5.413 | -14,58 | 4.080 | -13,76 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 487 | -24,26 | 367 | -23,54 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 394 | 0,77 | 297 | 2,06 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 991 | 0,41 | 692 | -7,00 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.927 | -25,14 | 3 | -25,00 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 19.102 | -0,10 | 13.328 | -7,53 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 337 | 254 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 3.245 | -0,15 | 2.446 | 0,82 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.677 | -5,40 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 2.495 | 0,00 | 1.741 | -7,45 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 16.451 | 1,79 | 12.400 | 2,77 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 1.638 | 10,75 | 1.235 | 11,78 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 622 | 0,00 | 469 | 0,86 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 6.398 | 1,23 | 4.823 | 2,20 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 1.069 | -6,23 | 798 | 5,56 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 529 | 0,95 | 399 | 1,79 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 33.335 | 0,48 | 25.127 | 1,44 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.866 | -88,45 | 1.302 | -89,30 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 10.835 | -4,30 | 8.167 | -3,38 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 335 | -92,09 | 253 | -33,51 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 3.786 | 2.854 | ||||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 1.500 | 1.400,00 | 1.131 | 1.427,03 | |||
| 2026-02-13 | 13F | Barclays Plc | 844 | -98,82 | 636 | -98,81 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 900 | 80,00 | 678 | 81,77 | |||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 99 | -3,88 | 69 | -10,39 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 187 | 0,00 | 130 | -7,14 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 871 | -33,76 | 657 | -33,13 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2.922 | 2,63 | 2.039 | -5,03 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 315 | -39,07 | 238 | -38,60 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 290 | 218 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 1.403 | -2,43 | 1.024 | -8,82 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 315 | -0,32 | 238 | 0,42 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 12.610 | 0,94 | 9.505 | 1,91 | ||||
| 2026-02-12 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 849 | 64,85 | 592 | 52,58 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 9.566 | 5,76 | 6.674 | -2,10 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 41 | 0,00 | 31 | 0,00 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 21.462 | 2,18 | 15.862 | 0,19 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 39.254 | 0,73 | 27.388 | -6,76 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.288 | -0,31 | 970 | 0,62 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 7.681 | 265 | ||||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 2.579 | 5,83 | 1.944 | 6,82 | ||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 10 | 0,00 | 8 | 0,00 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 500 | 0,00 | 349 | -7,45 | ||||
| 2026-02-04 | 13F | Nwm Advisors, Llc | 3.677 | 2.772 | ||||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 627 | 0,00 | 468 | 12,77 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 603 | 0,00 | 421 | -7,49 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 593 | 0,00 | 447 | 0,90 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 315 | 0,96 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9.454 | 0,87 | 6.596 | -6,63 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 3 | 0,00 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 59 | 0,00 | 41 | -9,09 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 962 | 1,05 | 725 | 1,97 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 3.262 | -33,16 | 2.459 | -32,50 | ||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 1.151 | 868 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 990 | 3,34 | 691 | -4,43 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 6.914 | -3,88 | 4.824 | -11,01 | ||||
| 2026-01-29 | 13F | Retirement Solution Inc. | 666 | -5,26 | 502 | -4,57 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 553.542 | 4,18 | 417.249 | 5,18 | ||||
| 2026-03-20 | 13F | Purpose Unlimited Inc. | 18 | 14 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 23.658 | -1,21 | 17.833 | -0,26 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 419 | 27,74 | 320 | 28,00 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 9 | 7 | ||||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 442 | 333 | ||||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 809 | -29,16 | 564 | -34,42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 208.513 | -2,55 | 157.173 | 98.750,31 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 5.498 | 2,61 | 4.144 | 3,60 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 938 | -2,60 | 654 | -9,79 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 5.969 | 16,54 | 4.500 | 17,71 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 1.100 | 777 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 456 | 0,00 | 318 | -7,29 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 755 | -67,44 | 608 | -65,22 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 4.611 | 0,11 | 3.475 | 1,08 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 87.119 | -2,09 | 65.669 | -1,15 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5.072 | -2,46 | 3.823 | -1,52 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 21 | -12,50 | 16 | -11,76 | ||||
| 2026-02-17 | 13F | Shelton Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 7.165 | 3,99 | 5.401 | 5,02 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 10.816 | 2,40 | 8.153 | 24,14 | ||||
| 2025-11-05 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 8.352 | 15,71 | 6.295 | 16,83 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 1.784 | -22,30 | 1.245 | -28,09 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 144 | 109 | ||||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 773 | 0,00 | 582 | 1,04 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.357 | -1,45 | 947 | -8,78 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 267 | 0,00 | 201 | 1,01 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.349 | 0,00 | 941 | -7,38 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 436 | -2,24 | 304 | -9,52 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 52 | 0,00 | 39 | 0,00 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 8.752 | 28,08 | 6.597 | 29,33 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 958 | 0,00 | 669 | -7,48 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 39.794 | -3,38 | 29.985 | -2,49 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 7.362 | 10,29 | 5.549 | 11,36 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 10.407 | 0,00 | 7.845 | 0,95 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 559 | 19,19 | 421 | 20,29 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 2.860 | 1,85 | 1.995 | -5,72 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 530 | 370 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 1.271 | 105,33 | 898 | 92,70 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 3.800 | 7,80 | 2.865 | 8,86 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.033 | -9,07 | 778 | -8,15 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 569 | 0,18 | 397 | -7,48 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 10.614 | -4,47 | 8.001 | -3,56 | ||||
| 2026-04-07 | 13F | InvesTrust | 496 | 0,00 | 346 | -7,24 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 100 | 0,00 | 75 | 1,35 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 1.485 | -3,82 | 1.036 | -10,92 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 2.852 | 0,00 | 2.032 | -7,04 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.300 | 0,08 | 907 | -7,35 | ||||
| 2025-11-12 | 13F | Rational Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | M. Kraus & Co | 3.125 | -8,33 | 276 | -41,11 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 430 | -8,32 | 300 | -15,01 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 1.905 | -0,10 | 1.329 | -7,52 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 21 | 16 | ||||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 18.502 | 0,29 | 13.946 | 1,26 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.415 | 0,07 | 988 | -7,41 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 3.075 | 25,36 | 2.318 | 26,54 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 440 | 0,00 | 307 | -7,25 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 23.162 | -10,32 | 17.459 | -9,46 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 1.968 | 7,13 | 1.483 | 8,17 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 993 | 5,86 | 693 | -1,98 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 3.131 | 0,84 | 2.360 | 1,81 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 545 | 0,00 | 380 | -7,32 | ||||
| 2026-02-11 | 13F | CLARET ASSET MANAGEMENT Corp | 1.094 | 0,55 | 1 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 152 | 0,00 | 115 | 0,88 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 22.571 | 7,18 | 15.748 | -0,79 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 2.449 | -0,16 | 1.846 | 0,82 | ||||
| 2026-02-10 | 13F | Mcdaniel Terry & Co | 340 | 256 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 116.909 | 37,26 | 88.124 | 38,57 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 427 | 0,00 | 322 | 0,94 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 7.352 | -0,88 | 5.542 | 0,07 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 336.862 | -54,46 | 254 | -54,17 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 1.099 | -1,79 | 828 | -0,84 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 466 | 0,00 | 325 | -7,41 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 1.852 | -54,00 | 1.292 | -57,42 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 358 | 0,00 | 270 | 1,12 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 369 | 0,00 | 257 | -7,55 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 198 | 0,00 | 138 | -7,38 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 341 | 12,54 | 238 | |||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 403 | 0,00 | 304 | 1,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 68 | 51 | ||||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 329 | 0,00 | 246 | 0,00 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 75.182 | -1,83 | 56.671 | -0,89 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 893 | 0,68 | 623 | -6,74 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 286 | 333,33 | 216 | 338,78 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 664 | 8,14 | 464 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 299 | 0,00 | 209 | -7,56 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1.951 | -1,06 | 1.361 | -8,41 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 11.697 | 164,70 | 8.817 | 167,23 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 456 | 0 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 335 | -4,83 | 234 | -12,08 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 208 | 0,00 | 157 | 0,65 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 6.404 | 1,23 | 4.827 | 2,20 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 224 | 3,23 | 169 | 3,07 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 7.864 | 0,10 | 5.487 | -7,35 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 72.498 | 3,40 | 50.583 | -4,29 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 348 | 0,00 | 262 | 1,16 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Quantum Private Wealth, LLC | 930 | 0,00 | 649 | -7,56 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 346 | 0,00 | 261 | 1,16 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 600 | 0,00 | 419 | -7,52 | ||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 7.719 | -3,06 | 5.818 | -2,14 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.078 | 370,74 | 813 | 377,65 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 332 | 251 | ||||||
| 2026-01-27 | 13F | Magnolia Wealth Management, LLC | 17.724 | -3,18 | 13.360 | -2,26 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 130 | -5,11 | 91 | -12,62 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 918 | 0,00 | 692 | 0,88 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 48 | -9,43 | 37 | -7,69 | ||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 1.542 | 1.173 | ||||||
| 2026-02-09 | 13F | First National Trust Co | 2.677 | -0,56 | 2.018 | 0,40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.047 | -2,85 | 1.429 | -10,08 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 60.663 | -0,93 | 42.326 | -8,30 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 306 | 231 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 84 | 0,00 | 58 | -6,45 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 831 | 1,96 | 626 | 2,96 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 413 | 0,00 | 288 | -7,40 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 647 | 0,00 | 488 | 0,83 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 617 | -15,48 | 430 | -22,52 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 941 | -4,76 | 695 | -6,84 | ||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 1.393 | -7,01 | 972 | -13,99 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 5.178 | -7,85 | 3.613 | -14,71 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.211 | 0,00 | 845 | -7,46 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 4.819 | 54,55 | 3.632 | 56,08 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 586 | -0,68 | 409 | -8,11 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1.575 | 5,49 | 1.099 | -2,40 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 4.548 | 9,86 | 3.173 | 1,70 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 729 | 550 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5.092 | -67,76 | 3.553 | -70,16 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 556 | 4,91 | 388 | -3,01 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 1.211 | 3,33 | 913 | 4,23 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.378 | 1,67 | 1.792 | 2,63 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 48 | 36 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 5.452 | 0,00 | 4.110 | 0,96 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 77 | 0,00 | 54 | -8,62 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 6.202 | -1,38 | 4.326 | -8,75 | ||||
| 2025-11-12 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 576 | 21,78 | 402 | 12,92 | ||||
| 2025-11-07 | 13F | Cornerstone Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 1.163 | 23,07 | 877 | 24,26 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 388 | -15,10 | 292 | -14,37 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 1.502 | -4,57 | 1.048 | -11,72 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 571 | 0,00 | 398 | -7,44 | ||||
| 2026-01-30 | 13F | Taiyo Life Insurance Co | 212.000 | 0,00 | 160 | 0,63 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 455 | -20,59 | 343 | -19,86 | ||||
| 2026-02-03 | 13F | Manske Wealth Management | 400 | 302 | ||||||
| 2026-02-12 | 13F | Davis R M Inc | 3.105 | -1,46 | 2.340 | -0,51 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 89.966 | 17,03 | 67.814 | 18,16 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 96 | 220,00 | 72 | 227,27 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 2.259 | -4,60 | 1.576 | -11,66 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 3.360 | 0,00 | 2.533 | 0,96 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 615 | 0,00 | 429 | -7,34 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rinkey Investments | 1.816 | -7,44 | 1.369 | -6,55 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 527 | 57,78 | 368 | 46,22 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 425 | 0,00 | 297 | -7,50 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 18 | -99,90 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.771 | -1,25 | 2.089 | -0,33 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 1.526 | 0,00 | 1.150 | 0,97 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 680 | 15,25 | 475 | 6,76 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 600 | 0,00 | 452 | 1,12 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 6.567 | -2,31 | 4.950 | -1,37 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 130.570 | 0,56 | 98.421 | 1,53 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 453 | -1,09 | 342 | -0,29 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 1.553 | 0,00 | 1.171 | 0,95 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 94 | 77,36 | 66 | 66,67 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 41 | 31 | ||||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 1.792 | 1,01 | 1.351 | 1,96 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 1.682 | 14,50 | 1.268 | 15,60 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 721 | 0,00 | 503 | -7,37 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 5 | 0,00 | 4 | 0,00 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 753 | 0,40 | 568 | 0,53 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 429 | -67,84 | 299 | -70,25 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 3.607 | 3,68 | 2.517 | -4,04 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 583 | -19,36 | 407 | -25,37 | ||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 369 | 278 | ||||||
| 2026-02-18 | 13F | Sierra Capital LLC | 7.340 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 58 | 0,00 | 44 | 0,00 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.255 | -0,95 | 876 | -8,38 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 539 | -6,42 | 381 | -13,04 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 410 | 0,00 | 307 | -2,86 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 52.642 | 32,25 | 39.681 | 33,52 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 1.849 | 178,46 | 1.394 | 181,41 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 1.270 | 19,14 | 957 | 20,38 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 991 | 105,60 | 747 | 107,80 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 1.772 | 1.236 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.999 | 3,09 | 1.395 | -4,59 | ||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 355 | -5,59 | 268 | -4,64 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 506 | 2,02 | 381 | 2,97 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 389 | -46,27 | 293 | -45,74 | ||||
| 2026-02-11 | 13F | Argonautica Private Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 24.514 | 0,34 | 18.478 | 1,30 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 47.927 | -0,86 | 33.440 | -8,24 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 1.076 | 79,93 | 812 | 81,84 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 2.447 | 257,75 | 249 | -48,45 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 38 | 0,00 | 29 | 0,00 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 4.338 | 1,17 | 3.027 | -6,37 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3.621 | -5,06 | 2.729 | -4,14 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 18.085 | 1,41 | 13.632 | 2,38 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 4.554 | 0,22 | 3.178 | -7,24 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 18.259 | 10,80 | 13.763 | 11,87 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 285 | 215 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 1.819 | 0,00 | 1.269 | -7,44 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.419 | 5,59 | 1.687 | -2,26 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 4.919 | -11,94 | 3.432 | -18,50 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 458 | 3,85 | 320 | -3,92 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 650 | 0,46 | 454 | -6,98 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 3.688 | -7,41 | 2.573 | -14,29 | ||||
| 2026-04-28 | 13F | Pioneer Trust Bank N A/or | 545 | 9,00 | 380 | 1,06 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 354 | -15,11 | 247 | -21,41 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.372 | 0,07 | 1.034 | 0,98 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 2.262 | 1,21 | 1.705 | 2,10 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 492 | 2,07 | 343 | -5,51 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Busey Wealth Management | 6.277 | -0,21 | 4.380 | -7,64 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 4.236 | 2,59 | 3.193 | 3,54 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 1.305 | 984 | ||||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 7.525 | 35,88 | 5.250 | 25,78 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 4.392 | 739,77 | 446 | 11,50 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 7.574 | -1,19 | 5.719 | -0,09 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 697 | 0,00 | 525 | 0,96 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 497 | 0,00 | 375 | 0,81 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 1.000 | 0,10 | 747 | 12,69 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 840 | 45,33 | 651 | 51,04 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 25 | 19 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 4.358 | 1,68 | 3.041 | -5,88 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 1.058 | 0,00 | 798 | 0,89 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 221.900 | 21,46 | 167.264 | 22,62 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 360.100 | 76,95 | 271.436 | 78,65 | |||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 15.633 | 0,00 | 11.784 | 0,00 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 515 | 0,00 | 388 | 1,04 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 5.281 | -5,43 | 3.981 | -4,53 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 6.763 | 0,74 | 5.098 | 1,70 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 2.798 | 4,60 | 2.069 | 3,61 | ||||
| 2025-11-12 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 261 | -1,51 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 888 | 1,60 | 620 | -5,93 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 140.709 | 7,57 | 106.064 | 8,60 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Orcam Financial Group | 736 | 0,00 | 555 | 1,09 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 1.002 | 3,94 | 755 | 5,01 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 297 | 0,00 | 224 | 0,90 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 471 | 355 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 396 | 276 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.636 | -41,46 | 1.987 | -40,93 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 36 | 27 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 610 | 17,76 | 460 | 18,91 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 2.672 | 2.014 | ||||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 2.100 | -0,33 | 1.583 | 0,64 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | Put | 200 | 126 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 799.090 | 0,28 | 602.338 | 1,24 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 4.590 | 19,00 | 3.460 | 20,18 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 1.072 | 34,00 | 808 | 35,18 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 329 | -14,32 | 248 | -13,29 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 8.235 | 1,33 | 6.207 | 2,31 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 47 | 0,00 | 35 | 0,00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.484 | 54,42 | 1.119 | 55,93 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 949 | 0,11 | 662 | -7,42 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 362 | -58,00 | 273 | -57,70 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 430 | 0,00 | 324 | 0,93 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 9.680 | 596,40 | 1.010 | -3,63 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 562 | 0,18 | 404 | -5,18 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 246 | 0,00 | 171 | -7,57 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 44.448 | 4,61 | 33.504 | 5,61 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 11.010 | 0,00 | 8.299 | 0,96 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 7.298 | -3,08 | 5.092 | -10,29 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 281 | -9,35 | 212 | -8,66 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 70.076 | 3,38 | 48.893 | -4,31 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.602 | 0,06 | 1.118 | -7,30 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 760 | 0,00 | 530 | -7,34 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 33.304 | 0,88 | 23.236 | -6,63 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.969 | -1,75 | 1.484 | -0,87 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.095 | 1,06 | 1.462 | -6,47 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 3.195 | -7,26 | 2.408 | -6,38 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 38.762 | 4,79 | 27.045 | -3,00 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 1.263 | 952 | ||||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 595 | 13,55 | 448 | 14,58 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.395 | 2,61 | 1.805 | 3,62 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.035 | 1.420 | ||||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 803 | 0,00 | 561 | -7,44 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 55.993 | -6,92 | 42.206 | -6,03 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1.121 | 19,89 | 845 | 21,09 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.353 | 22,00 | 1.020 | 23,19 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 2.028 | 0,00 | 2 | 0,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 21 | 0,00 | 16 | 15,38 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 490 | 0,00 | 369 | 1,10 | ||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 18.997 | 0,11 | 14.319 | 1,07 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 297 | -31,41 | 224 | -30,65 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 684 | -0,73 | 516 | 0,19 | ||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 554 | -10,65 | 387 | -17,34 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1.121 | 782 | ||||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1.995 | 9,02 | 1.392 | 0,87 | ||||
| 2026-02-12 | 13F | Atlantic Family Wealth, Llc | 6.804 | 0,77 | 5.129 | 1,75 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 8.390 | -0,71 | 6.324 | 0,25 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 578 | -0,86 | 403 | -8,20 | ||||
| 2025-11-03 | 13F | Innealta Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 17 | 13 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 367 | -1,61 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14.811 | 0,72 | 10.334 | -6,77 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 22.914 | 41,31 | 17.272 | 42,67 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-27 | 13F | Ring Mountain Capital, LLC | 428 | 0,23 | 0 | |||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 6.087 | 1,47 | 4.588 | 2,43 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 1.833 | 6,63 | 1.382 | 7,64 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 2.264 | 7,30 | 1.579 | -0,69 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 565 | 0,00 | 394 | -7,53 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 3.226 | 0,00 | 2.432 | 0,00 | ||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 4.306 | -2,09 | 3.245 | -1,16 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 54 | 0,00 | 38 | -7,50 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.955 | -28,86 | 1.473 | -28,23 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 622 | 0,00 | 464 | 0,00 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 7.865 | -14,77 | 5.929 | -14,14 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 432 | -10,74 | 302 | -17,53 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 709 | 18,56 | 494 | 9,78 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 400 | 0,00 | 279 | -7,31 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 204.727 | 0,00 | 154.319 | 0,96 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1.492 | -0,33 | 1.041 | -7,71 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 2.903 | -6,08 | 2.025 | -13,05 | ||||
| 2026-02-17 | 13F | Westwood Holdings Group Inc | 399 | 0,00 | 301 | 0,67 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 149 | 0,00 | 112 | 0,00 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 1.654 | -0,36 | 1.247 | 0,56 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 8.091 | 2,40 | 5.645 | -5,21 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Ciovacco Capital Management LLC | 5.755 | -1,40 | 4.339 | -0,46 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.411 | 2,90 | 1.817 | 3,95 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 618 | 466 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 1.286 | 0,00 | 898 | -7,43 | ||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 7.109 | -1,59 | 5.359 | -0,65 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 1.379 | 962 | ||||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 413.961 | 2,83 | 312.036 | 3,81 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | RCW Management, LLC | 9.112 | -0,31 | 6.358 | -7,72 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 3.841 | -5,37 | 2.680 | -12,42 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 5.259 | -3,73 | 3.964 | -2,80 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 156 | -26,76 | 118 | -26,42 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 135 | 2.150,00 | 102 | 1,00 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 39 | 29 | ||||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 424 | 296 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 7.088 | -1,42 | 4.945 | -8,04 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 580 | -18,88 | 405 | -24,91 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.725 | 6,91 | 6.577 | 7,93 | ||||
| 2026-01-23 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 1.839 | 0,00 | 1.386 | 0,95 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 374 | 0 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 6.937 | 12,16 | 4.840 | 3,82 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.977 | -18,37 | 1.493 | -18,74 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.333 | -5,26 | 930 | -12,26 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 125 | 0,00 | 87 | -7,45 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 957 | 112,67 | 723 | 142,62 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 1.014 | 7,76 | 764 | 8,83 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 272 | 0,00 | 205 | 0,99 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 323 | 243 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 53 | 40 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 7.302 | -1,28 | 5.504 | -0,34 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 728 | -2,02 | 508 | -9,30 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 575 | 0,00 | 433 | 0,93 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 220.100 | 220 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 1.574 | -75,66 | 1.098 | 6,71 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 2.127 | -0,47 | 1.603 | 0,50 | ||||
| 2026-02-03 | 13F | Bokf, Na | 16.394 | -3,96 | 12.357 | -3,04 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 544 | 0,00 | 380 | -7,56 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 35.011 | 124,27 | 26.391 | 126,43 | ||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 1.890 | 1.425 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 5.511 | 6,49 | 3.845 | -1,41 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 25.436 | -0,37 | 19.173 | 0,58 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 437 | 0,23 | 329 | 1,23 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.980 | -46,98 | 2.079 | -50,93 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 466 | 0,00 | 325 | -7,69 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 1.518 | 1.144 | ||||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 1.074 | 810 | ||||||
| 2026-01-29 | 13F | UBS Group AG | Call | 3.506 | 132,80 | 2.643 | 135,05 | |||
| 2026-01-29 | 13F | UBS Group AG | 1.524.284 | -11,22 | 1.148.975 | -10,37 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 5.861 | -0,36 | 4.089 | -7,76 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 973 | 4,18 | 679 | -3,55 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 364 | 1,68 | 254 | -5,95 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 816 | -5,34 | 615 | -4,51 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 174 | 0,00 | 131 | 13,91 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 33.609 | -4,01 | 25.334 | -3,09 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 15.382 | 1,19 | 11.595 | 2,17 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 309 | -2,52 | 233 | -1,69 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 29.116 | -0,56 | 20.315 | -7,95 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 545 | 0,00 | 411 | 0,99 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.329 | 30,55 | 927 | 20,86 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 768 | -0,13 | 536 | -7,60 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.669 | 0,00 | 1.258 | 0,88 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 249.617 | -9,31 | 188.157 | -8,44 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 11.372 | 162,69 | 7.934 | 143,23 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 8.028 | 163,47 | 6 | 200,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1.828 | -1,93 | 1.378 | -1,92 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 1.502 | 3,16 | 1.132 | 4,14 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 362 | -44,56 | 252 | -48,78 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 122 | 27,08 | 7 | -90,00 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 344 | 259 | ||||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 9.451 | -0,89 | 7.124 | 0,04 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 722 | 18,36 | 544 | 19,56 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 31.642 | 26,02 | 23.851 | 27,23 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 610 | 1,67 | 455 | 14,61 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 570 | -8,95 | 398 | -15,71 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20.552 | 0,85 | 15.492 | 1,81 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 1.606 | 0,00 | 1.121 | -7,44 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 41 | 31 | ||||||
| 2026-02-13 | 13F | JustInvest LLC | 1.090 | -3,54 | 822 | -2,61 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 1.000 | -5,84 | 698 | -12,87 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 16.658 | 5,44 | 11.771 | -1,14 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.755 | 7,16 | 1.922 | -0,83 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 3 | 0,00 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.297 | -25,37 | 905 | -30,92 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 1.698 | -15,73 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 12.074 | -1,24 | 9.102 | -0,30 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.226 | 72,61 | 2.251 | 59,69 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.882 | 0,53 | 1.313 | -6,95 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 5.918 | 15,47 | 4.460 | 16,57 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Main Street Group, LTD | 1.770 | 3,57 | 1.334 | 4,63 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 3.032 | 0,17 | 2.285 | 1,11 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 2.059 | -5,16 | 1.552 | -4,26 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 636 | -0,16 | 444 | -7,71 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 133 | 0,00 | 101 | 1,01 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 1.375 | -3,51 | 1.036 | -2,54 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 775 | -10,92 | 584 | -10,02 | ||||
| 2026-02-03 | 13F | MPS Loria Financial Planners, LLC | 1.108 | 0,09 | 835 | 1,09 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 199 | 0,00 | 139 | -8,00 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 3.800 | 123,53 | 2.864 | 125,69 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 109.159 | -0,67 | 76.162 | -8,06 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 5.708 | 0,09 | 3.983 | -7,35 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.150 | 350,73 | 1.606 | 407,91 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 1.437 | 99,58 | 1.083 | 101,68 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 919 | 9,14 | 686 | 22,94 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 681 | 85,05 | 475 | 71,48 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 16.891 | 3,49 | 12.729 | 4,46 | ||||
| 2026-02-10 | 13F | Charter Research & Investment Group, Inc. | 1.035 | 0,00 | 780 | 1,04 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 2.539 | 0,00 | 1.914 | 0,95 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 428 | -38,24 | 323 | -37,72 | ||||
| 2026-04-24 | 13F | United Community Bank | 765 | 11,68 | 534 | 3,29 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 1.805 | -7,48 | 1.360 | -6,59 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1.083 | -95,28 | 756 | -95,63 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 6.425 | -1,38 | 4.843 | -0,45 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 380 | -5,24 | 286 | -4,35 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 1.444 | 48,25 | 1.088 | 49,86 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 3.566 | 3,87 | 2.688 | 30,74 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 3.794 | -6,16 | 2.860 | -5,27 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 803 | -4,18 | 560 | -10,40 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 3.366 | 3,19 | 2.537 | 4,19 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 290 | 219 | ||||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 59.747 | -8,99 | 44.609 | 2,44 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 1.176 | 0,00 | 887 | 0,91 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 10.927 | 8 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 782 | 73,78 | 545 | 61,24 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2.704 | -2,28 | 1.886 | -9,54 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 263 | 28,29 | 184 | 18,83 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 6.305 | -0,93 | 4.399 | -8,30 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 944 | 0,00 | 659 | -7,45 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 389 | -3,71 | 271 | -10,86 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 853 | 0,00 | 595 | -7,32 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 21 | 16 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 557 | 0,00 | 389 | -7,40 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 880 | 22,91 | 663 | 24,16 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 793 | 0,00 | 553 | -7,37 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 2.001 | 0,00 | 1.396 | -7,49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 74.776 | -10,75 | 52.173 | -17,39 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 988 | 19,32 | 745 | 20,39 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 1.352 | 1.019 | ||||||
| 2026-01-16 | 13F | Wall Street Financial Group, Inc. | 18.499 | -1,40 | 13.954 | -0,14 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 3.414 | 10,70 | 2.556 | 8,68 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 994 | 15,31 | 749 | 16,33 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 230 | 0,00 | 171 | -3,95 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 68 | 0,00 | 51 | 2,00 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 657 | 458 | ||||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 919 | 81,62 | 693 | 83,55 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 461 | 0,00 | 322 | -7,49 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 331 | 3,12 | 231 | -4,56 | ||||
| 2026-02-10 | 13F | Spectrum Wealth Advisory Group, LLC | 389 | 0,26 | 293 | 1,04 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 4.069 | 4,09 | 3.067 | 5,11 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 565 | 0,00 | 426 | 0,95 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 1.716 | -0,06 | 1.294 | 0,94 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 20.097 | -2,50 | 14.022 | -9,75 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 141 | 1.181,82 | 98 | 1.125,00 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 364 | 0,00 | 274 | 1,11 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 289 | -0,69 | 202 | -8,22 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 575 | 0,00 | 401 | -7,62 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 636 | 0,00 | 444 | -7,52 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 936 | 706 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 1.176 | 0,00 | 821 | -7,45 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 11.230 | -19,69 | 7.835 | -25,66 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 30.531 | -19,23 | 21.302 | -25,24 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 8.377 | -1,02 | 5.845 | -8,37 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 27.239 | 8,66 | 20.532 | 9,70 | ||||
| 2026-02-17 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.733 | -2,20 | 2.927 | 1,74 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 712 | 0,00 | 537 | 1,13 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 14.093 | 0,24 | 9.833 | -7,22 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 40.863 | -2,51 | 28.876 | -8,61 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 11.013 | -0,59 | 8.301 | 0,36 | ||||
| 2026-02-17 | 13F | Financial Avengers, Inc. | 14 | 0,00 | 11 | 0,00 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 344 | 2,08 | 240 | -5,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6.976 | 10,52 | 4.868 | 2,29 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 290 | 0,00 | 219 | 0,93 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 91 | 0,00 | 69 | 1,49 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 1.381 | 23,97 | 923 | 8,97 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 346 | 0,00 | 274 | 4,18 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 890 | -1,44 | 671 | -0,59 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.258 | -35,67 | 1.702 | -35,08 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 273 | 206 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 5.950 | -9,31 | 4.483 | -8,75 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 27.040 | -2,13 | 18.867 | -9,41 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 535 | 0,00 | 373 | -7,44 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 17 | 0,00 | 13 | 0,00 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 338 | 255 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 530 | 0 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 843 | -59,37 | 635 | -59,01 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 520 | 4,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 667 | 4,06 | 465 | -3,53 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 402 | 0,00 | 284 | -5,96 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 519 | 0,00 | 391 | 1,03 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 543 | 409 | ||||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 610 | 0,00 | 460 | 0,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 19.639 | 1,00 | 14.804 | 1,96 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 89 | 0,00 | 67 | 1,52 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 696 | -15,23 | 528 | -14,01 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.253 | 0,00 | 875 | -7,42 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 1.878 | -2,24 | 1.415 | -1,32 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 373 | 0,00 | 260 | -7,47 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 927 | 0,00 | 699 | 1,01 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 930 | 17,87 | 701 | 19,02 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 390 | 0,00 | 294 | 0,69 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 360 | 0,00 | 251 | -7,38 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 1.112 | 838 | ||||||
| 2026-02-02 | 13F | Sachetta, LLC | 410 | 0,00 | 309 | 0,98 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 21.665 | -3,45 | 16.330 | -2,52 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 741 | 4,66 | 558 | 5,68 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 20.707 | -7,46 | 15.609 | -6,58 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 10 | 0,00 | 8 | 0,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 540 | 0,00 | 377 | -8,96 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 6.298 | -13,70 | 4.394 | -20,12 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 906 | -18,16 | 632 | -24,22 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 615 | 0,00 | 464 | 0,87 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 29.326 | -2,17 | 22.105 | -1,24 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 272 | -4,90 | 205 | -4,23 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7.655 | -46,75 | 5.341 | -50,72 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.924 | 12,25 | 1.342 | 3,95 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 21.150 | 74,79 | 15.942 | 76,47 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 19 | 14 | ||||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 4.284 | -0,21 | 2.989 | -7,60 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 6.530 | -20,19 | 4.556 | -26,14 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.602 | 266,99 | 3.211 | -6,95 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 8.814 | 2,55 | 6.150 | -5,08 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 154 | 0,00 | 116 | 0,87 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 363 | 52,52 | 274 | 54,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 2.353 | -95,22 | 1.774 | -95,18 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 12.853 | -16,05 | 9.688 | -15,25 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 2.943 | 0,00 | 2.053 | -7,44 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 297 | 0,00 | 224 | 0,90 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 306 | 214 | ||||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 377 | 0,00 | 292 | 16,40 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 58.778 | -0,16 | 44.305 | 0,79 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 21.550 | 6,09 | 15.928 | 4,02 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 307 | -1,29 | 231 | -0,43 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 24 | -57,14 | 18 | -56,10 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 1.012 | 85,69 | 763 | 87,68 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 4.819 | 46,34 | 3.506 | 42,60 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 1.104 | 0,00 | 832 | 0,97 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 1.357 | 12,71 | 1.023 | 13,68 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 10 | 7 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33.120 | 0,94 | 23.108 | -6,57 | ||||
| 2026-02-10 | 13F | Fpc Investment Advisory, Inc. | 11.270 | -0,18 | 8.495 | 0,78 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.816 | -8,00 | 1.301 | -12,87 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 906 | -26,52 | 683 | -25,87 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 9.373 | -7,12 | 7.065 | -5,40 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 4.035 | -1,03 | 3.041 | -0,10 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 160 | 0,00 | 112 | -7,50 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 8.620 | -2,23 | 6.497 | -1,32 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 547 | -3,70 | 381 | -10,98 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 1.706 | 0,00 | 1.191 | -7,47 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 2.357 | 0,00 | 1.777 | 0,91 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 471 | -31,04 | 329 | -36,19 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 10.813 | 8.151 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 154 | -26,32 | 107 | -31,85 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 379 | -3,81 | 292 | -2,35 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 9.179 | 6.919 | ||||||
| 2025-11-25 | 13F | Court Place Advisors, LLC | 400 | 0,00 | 299 | 12,45 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 165 | 0,00 | 124 | 0,81 | ||||
| 2026-02-17 | 13F | Alpine Woods Capital Investors, Llc | 1.000 | 0,00 | 754 | 0,94 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.538 | 22,26 | 1.073 | 13,19 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 3.828 | -1,42 | 2.885 | -0,48 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 3.052 | -0,13 | 2.130 | -7,56 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 171.531 | 0,17 | 129 | 1,57 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 406 | 0,00 | 283 | -7,21 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 55 | 0,00 | 41 | 0,00 | ||||
| 2026-01-21 | 13F | Physicians Financial Services, Inc. | 1.135 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 941 | -0,42 | 657 | -7,87 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 2.075 | 1.564 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1.287 | -2,65 | 898 | -9,94 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 8.480 | -3,03 | 6.392 | -2,11 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 360 | 0,00 | 259 | -6,18 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 21.310 | 105,46 | 16.063 | 107,44 | ||||
| 2026-01-23 | 13F | Kellett Schaffner Wealth Advisors LLC | 2.137 | 7,28 | 1.611 | 8,27 | ||||
| 2026-01-26 | 13F | Luts & Greenleigh Group, Inc | 1.130 | 0,00 | 852 | 0,95 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 3.063 | -1,57 | 2.137 | -8,87 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lpwm Llc | 4.092 | 23,10 | 2.855 | 13,97 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 4.968 | 0,00 | 3.467 | -7,05 | ||||
| 2026-04-21 | 13F | Creekside Partners | 501 | 0,20 | 349 | -7,18 | ||||
| 2026-02-18 | 13F | Strategic Planning, Inc. | 279 | 210 | ||||||
| 2026-01-23 | 13F | Axos Invest Inc. | 469 | -33,10 | 353 | -32,50 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 407 | 0,25 | 284 | -7,21 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 290 | 0,00 | 202 | -7,34 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 1.154 | -0,69 | 870 | 0,23 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 9 | 200,00 | 7 | 200,00 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 1.229 | 2,67 | 926 | 3,70 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 6.672 | -0,18 | 4.655 | -7,60 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 31.790 | -5,12 | 23.962 | -4,21 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 314 | -1,57 | 237 | -0,84 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 356 | -19,27 | 266 | -9,25 | ||||
| 2026-02-12 | 13F | Marex Group plc | 3.042 | 2,67 | 2.293 | 3,62 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 2.062 | 1.554 | ||||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 360 | 1,41 | 251 | -6,37 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 3.214 | -0,50 | 2.242 | -7,89 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 375 | -5,54 | 262 | -12,71 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 3.898 | 0,28 | 2.938 | 1,24 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 71 | 54 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 683 | 0,00 | 515 | 0,78 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.458 | 5,81 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1.112 | 0,00 | 776 | -7,52 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.090 | -21,41 | 761 | -27,27 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 1.087 | -0,09 | 820 | 0,99 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.712 | -3,40 | 3.288 | -10,58 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 13.289 | 1,07 | 10.017 | 2,05 | ||||
| 2026-02-06 | 13F | Callahan Advisors, LLC | 304 | 0,00 | 229 | 1,33 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 5.146 | -1,38 | 3.879 | -0,44 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 688 | 6,17 | 518 | 7,02 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 298 | 225 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 277 | 0,00 | 193 | -7,21 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.307 | 63,38 | 985 | 64,82 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.050 | 0,00 | 1.430 | -7,44 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 527 | -50,00 | 367 | -53,78 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 80 | 0,00 | 60 | 1,69 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 1.481 | 87,71 | 1.127 | 91,17 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1.076 | 0,00 | 751 | -7,52 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 44 | 0,00 | 31 | -9,09 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 11.524 | 38,11 | 8.687 | 39,44 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | Put | 373 | 28.116 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 488 | -4,31 | 340 | -11,46 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 752 | 2,73 | 567 | 3,66 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 301 | 227 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.301.922 | 3,11 | 981.363 | 4,09 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 377 | 0,00 | 263 | -7,39 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 1.140 | 0,00 | 859 | |||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 71 | 0,00 | 50 | -7,55 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 2.833 | 4,00 | 2.135 | 5,02 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 280.153 | 1,06 | 195 | -6,25 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.564 | 47,95 | 2.871 | 58,18 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 58.121 | -2,85 | 43.811 | -1,92 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 469 | 0,00 | 354 | 0,00 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 663 | -7,92 | 463 | -14,76 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 351 | -13,97 | 265 | -13,16 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 5.562 | -2,27 | 3.881 | -9,54 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 8.469 | -0,85 | 6.522 | 1,29 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.114 | 77,20 | 1.476 | 64,07 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 5.170 | 9,53 | 3.897 | 10,58 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 465 | 6,90 | 351 | 8,02 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 11.420 | 3,49 | 8.608 | 4,49 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 284 | 214 | ||||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 2.709 | 2.042 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 304 | -1,94 | 212 | -9,01 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 509 | 0,00 | 355 | -7,31 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 751 | 0,00 | 566 | 1,07 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 435 | 0,00 | 328 | 0,93 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 11.348 | 3,30 | 8.554 | 4,28 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1.000 | 698 | ||||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 320 | 0,00 | 241 | 1,26 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 284 | 0,00 | 214 | 0,94 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 330 | -4,35 | 249 | -3,50 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 58.574 | 14,07 | 40.868 | 5,59 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.928 | 0,00 | 2.043 | -7,48 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 834.677 | 2,35 | 629.163 | 3,33 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1.022 | 10,85 | 770 | 11,92 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 318 | 0,00 | 222 | -7,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 2.484 | -10,87 | 1.733 | -17,48 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 476 | -49,31 | 359 | -48,93 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 436 | 0,00 | 304 | -7,32 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 11.224 | -5,23 | 8.460 | -4,32 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 580 | 0,52 | 437 | 1,63 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 898 | 344,55 | 683 | 355,33 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 5.102 | -1,24 | 3.847 | -0,52 | ||||
| 2026-02-11 | 13F | Legacy Capital Wealth Management, Llc | 608 | -9,12 | 458 | 10,36 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 562 | 0,36 | 392 | -7,11 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 4.867 | 3.669 | ||||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 543 | -18,71 | 410 | -17,87 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 1.514 | -7,57 | 1.141 | -6,71 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 81 | 61 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 566 | -2,58 | 395 | -9,84 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.843 | 9,85 | 1.984 | 1,69 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 60 | 0,00 | 42 | -8,89 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 994 | 0,10 | 749 | -4,22 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 2 | 100,00 | 2 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.297.055 | 78,76 | 977.603 | 80,46 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 367 | 2,23 | 256 | -5,19 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 770 | 20,88 | 580 | 22,11 | ||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 3.310 | -31,71 | 2.495 | -31,06 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.088 | 0,19 | 2.154 | -7,28 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 6.141 | 0,00 | 4.285 | -7,43 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 201.308 | 56,87 | 151.114 | 57,71 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 6.875 | -1,41 | 5.133 | 10,99 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 887 | 7,91 | 669 | 8,97 | ||||
| 2026-02-13 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.575 | 1.187 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 3.483 | -7,44 | 2.645 | -11,16 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 502 | 0,00 | 350 | -7,41 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 4.423 | 0,14 | 3.334 | 1,09 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 13.850 | 3,12 | 10.440 | 4,10 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.334 | 0,21 | 1.629 | -7,24 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 7.620 | 55,38 | 5.316 | 43,83 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 4.013 | -0,50 | 3.025 | 0,43 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 94.410 | -2,22 | 71.164 | -1,28 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 21.689 | 4,68 | 15.133 | -3,11 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1.020 | 205,39 | 712 | 183,27 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 385 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 140 | 3.400,00 | 98 | 3.133,33 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 1.662 | 10,21 | 1.253 | 11,29 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 1.601 | 1.207 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 2.424 | 1.827 | ||||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 5.834 | -11,61 | 4.070 | -18,17 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 547 | 0,55 | 382 | -7,07 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 16.568 | -2,43 | 12.525 | -1,21 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 2.322 | -0,98 | 1.620 | -8,32 | ||||
| 2026-04-15 | 13F | City Holding Co | 412 | 0,00 | 287 | -7,42 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.876 | 2,17 | 8.984 | -5,44 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 301 | 0,00 | 227 | 0,89 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 1.161 | 0,00 | 810 | -7,43 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 499 | 25,06 | 348 | 16,00 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 479 | 0,00 | 361 | 1,12 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 958 | 23,61 | 722 | 24,74 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 1.627 | 2,26 | 1.135 | -5,34 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 267 | 0,00 | 201 | 1,01 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 1.090 | 32,76 | 822 | 34,15 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 2.527 | 0,00 | 1.905 | 0,95 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 449 | 2,05 | 344 | 3,31 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 445 | -5,92 | 311 | -12,92 | ||||
| 2026-04-07 | 13F | Eastern Bank | 859 | 17,03 | 599 | 8,32 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 563 | 0,00 | 393 | -7,55 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 12.673 | -0,32 | 9.552 | 0,63 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 27.250 | 3,83 | 19.013 | -3,89 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 50 | -9,09 | 38 | -9,76 | ||||
| 2026-02-12 | 13F | Woodley Farra Manion Portfolio Management Inc | 615 | 107,07 | 464 | 109,50 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 1.181 | 0,08 | 890 | 1,14 | ||||
| 2026-02-06 | 13F | AF Advisors, Inc. | 342 | 0,00 | 258 | 0,78 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 787 | -28,32 | 593 | -27,68 | ||||
| 2026-01-23 | 13F | Financial Advisory Partners, Llc | 9.333 | 0,15 | 7.035 | 1,12 | ||||
| 2026-02-12 | 13F | Tandem Wealth Advisors LLC | 13.179 | 15,17 | 8.563 | 0,23 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 4.612 | 2,83 | 3.218 | -4,79 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 3.689 | 4,00 | 2.781 | 4,98 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 859 | 0,00 | 599 | -7,42 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 382 | 0,00 | 288 | 1,05 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 404 | 0,00 | 282 | -7,57 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 40 | 0,00 | 28 | -10,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 2.744 | -0,07 | 2.068 | 0,88 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 2.123 | -15,85 | 1.600 | -15,03 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 748 | 0,00 | 522 | -7,46 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 6.416 | 2,18 | 4.836 | 3,16 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 1.990 | -0,30 | 1.492 | 0,13 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 447 | 0,00 | 312 | -7,44 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.737 | 60,39 | 1.310 | 62,00 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 17.629 | -4,23 | 13.288 | -3,31 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 3.136 | 0,19 | 2.188 | -7,25 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 2.124 | 6,36 | 1.601 | 7,45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 39 | 0,00 | 27 | -6,90 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 2.387 | 1.799 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 424 | 0,00 | 296 | -7,52 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.281 | 9,54 | 3.162 | 8,36 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2.770 | 6,33 | 1.933 | -1,63 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 14.663 | -2,29 | 11.053 | -1,34 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 334 | 0,00 | 233 | -7,17 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 303 | 0,33 | 229 | 1,33 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 926 | 0,00 | 698 | 1,01 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1.528 | 4,09 | 1.151 | 5,02 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 2.646 | -90,00 | 1.995 | -89,91 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 15.307 | 4,61 | 11.538 | 5,60 | ||||
| 2026-02-04 | 13F | ESG Planning | 13.838 | 6,39 | 10.431 | 7,41 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 544 | 0,00 | 410 | 0,99 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1.758 | 1.227 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 2.892 | -10,41 | 2.197 | -10,51 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 304 | 0,00 | 212 | -7,42 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 588 | 0,00 | 443 | 0,91 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 337 | 0,00 | 254 | 1,20 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.713 | -4,30 | 1.291 | -3,37 | ||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 5.359 | -6,29 | 4.040 | -5,41 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 310.518 | -1,16 | 234.062 | -0,21 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 621 | -0,80 | 434 | -8,26 | ||||
| 2026-02-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 1.392 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 964 | 24,23 | 727 | 25,39 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 1.230 | -0,32 | 927 | 0,65 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 1.634 | -2,33 | 1.232 | -1,36 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.103 | 4,83 | 10.631 | 5,83 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 491 | 2,94 | 370 | 3,93 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 2.805 | -0,25 | 2.114 | 0,71 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 269 | 0,00 | 203 | 1,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 708 | 4,73 | 494 | -2,95 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Montis Financial, LLC | 910 | -38,26 | 686 | -37,64 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 1.513 | 46,61 | 1.140 | 47,73 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.670 | -3,75 | 3.956 | -10,90 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.405 | -0,78 | 980 | -8,15 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.427 | 3,54 | 1.694 | -4,19 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 330 | 0,00 | 253 | 2,44 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 515 | -2,46 | 359 | -9,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9.109 | -16,42 | 6.357 | -22,62 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 22 | 17 | ||||||
| 2026-01-29 | 13F | McGowan Group Asset Management, Inc. | 332 | 18,57 | 250 | 19,62 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 432 | -3,79 | 301 | -10,95 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 43.176 | 0,15 | 32.545 | 1,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11.520 | -5,09 | 8.038 | -12,14 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 7.167 | -12,28 | 5.402 | -11,43 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 563 | 0,00 | 424 | 0,95 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 454 | 0,00 | 342 | 1,18 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 2.143 | 2,93 | 1.615 | 3,93 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 22.183 | -0,14 | 16.721 | 0,81 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 1.569 | 1.183 | ||||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 140 | 106 | ||||||
| 2026-01-21 | 13F | V2 Financial group LLC | 500 | 0,00 | 377 | 0,80 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 594 | 4,39 | 414 | -3,50 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16 | -20,00 | 12 | -14,29 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 277.790 | -2,16 | 209.393 | -1,22 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 292 | 204 | ||||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 7.320 | -17,29 | 5.518 | -16,50 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.418 | -2,93 | 5.874 | -11,59 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 5.181 | -5,89 | 3.905 | -4,99 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 2.652 | -76,36 | 1.999 | -76,13 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 4.120 | 0,00 | 2.875 | -7,44 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 922 | -19,48 | 643 | -25,49 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 341 | 0,00 | 257 | 1,18 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 370 | 0,00 | 279 | 0,72 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 47.309 | -0,11 | 33.008 | -7,54 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 22.307 | -0,46 | 16.815 | 0,50 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 3.284 | -3,24 | 2.475 | -2,33 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 2.279 | 0,00 | 1.590 | -7,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 61.848 | -2,44 | 43.152 | -9,70 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 255 | 2,82 | 178 | -5,35 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 29.336 | -2,85 | 22.113 | -1,92 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 36.394 | 1,10 | 25.393 | -6,42 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 3.497 | 28,05 | 2.440 | 18,56 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 786 | 0,00 | 548 | -7,43 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 10.948 | 70,08 | 8.369 | 63,34 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 427 | 34,70 | 298 | 24,27 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 9.066 | 4,77 | 6.326 | -3,32 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 762 | 13,22 | 532 | 4,73 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1.229 | -0,81 | 857 | -8,15 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 31.981 | 0,00 | 24.107 | 0,96 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.875 | -4,86 | 4.428 | -3,95 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 459 | 0,00 | 346 | 0,88 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 1.064 | -25,02 | 742 | -30,59 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4.289 | -1,36 | 2.993 | -8,70 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 839 | 2,19 | 632 | 3,27 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 117.120 | 88.283 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 322 | -0,62 | 225 | -8,20 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 7.531 | -1,12 | 5.677 | -0,18 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 419 | 0,00 | 318 | 1,92 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 103 | 0,00 | 72 | -7,79 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 420 | 0,00 | 293 | -7,59 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 291 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 9.190 | 3,34 | 6.928 | 4,34 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 2.455 | -0,45 | 1.850 | 0,54 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 1.935 | 0,05 | 1.459 | 1,04 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.997 | 22,01 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 5.272 | -0,21 | 3.679 | -7,63 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 18 | 13 | ||||||
| 2026-02-10 | 13F | Main Management LLC | 23.472 | 4,92 | 18 | 6,25 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 439 | 331 | ||||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 843 | 23,97 | 635 | 25,25 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 2.738 | -2,11 | 1.910 | -9,39 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 115 | -64,17 | 87 | -64,02 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 350 | 0,29 | 244 | -7,22 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 2.060 | -84,11 | 1.377 | -85,91 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 12.445 | -0,67 | 8.683 | -8,06 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 454 | 342 | ||||||
| 2026-02-13 | 13F | Haverford Trust Co | 13.708 | -13,01 | 10.333 | -12,18 | ||||
| 2026-04-27 | 13F | Lesa Sroufe & Co | 542 | -2,69 | 0 | |||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | New England Asset Management Inc | 265 | 0,00 | 200 | 1,02 | ||||
| 2026-04-16 | 13F | Friday Financial | 689 | 0,00 | 481 | -7,51 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 1.249 | -1,03 | 942 | -0,11 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 407 | -62,69 | 284 | -65,57 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 14.556 | -3,49 | 10.972 | 9,68 | ||||
| 2026-01-29 | 13F | Comerica Bank | 70.417 | -2,81 | 53.078 | -1,88 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 13.209 | 5,32 | 9.763 | 1,60 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.838 | 64,40 | 4.073 | 52,20 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 27.848 | 2,43 | 19.430 | -5,19 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 590 | -25,51 | 445 | -24,87 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 23.371 | 2,60 | 18 | 0,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 447 | 312 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 608 | -15,32 | 424 | -21,63 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 96 | 0,00 | 68 | -6,94 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 13.535 | -0,07 | 9.444 | -7,50 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 1.843 | -2,38 | 1.390 | -1,42 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.642 | 1,11 | 2.541 | -6,44 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 72 | 0,00 | 54 | 1,89 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 360 | 271 | ||||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 237 | 179 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 2.092 | -0,33 | 1.555 | -1,71 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 380 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 3.391 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 412 | -19,06 | 287 | -25,07 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 13.753 | 10.381 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 540 | -2,35 | 407 | -1,21 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 152 | 2,01 | 115 | 2,70 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 314 | 0,00 | 219 | -7,20 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 369 | 0,54 | 261 | -5,80 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 65.278 | 2,71 | 49.206 | 3,69 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 3.426 | -15,89 | 2.583 | -15,09 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 113.885 | 0,16 | 85.845 | 1,12 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 660 | 0,00 | 497 | 1,02 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 21.584 | 8,32 | 16.269 | 9,36 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 1.713 | -7,00 | 1.291 | -6,11 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 19.034 | -23,70 | 14.348 | -24,55 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 300 | 0,00 | 226 | 1,35 |

