Grundlæggende statistik
| Institutionelle ejere | 2371 total, 2368 long only, 0 short only, 3 long/short - change of 5,37% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8530 % - change of -2,32% MRQ |
| Institutionelle aktier (lange) | 214.406.664 (ex 13D/G) - change of 5,54MM shares 2,65% MRQ |
| Institutionel værdi (lang) | $ 60.078.720 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) har 2371 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 214,406,664 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Jones Financial Companies Lllp, Bank Of America Corp /de/, Morgan Stanley, Creative Planning, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, UBS Group AG, Us Bancorp \de\, and Ameriprise Financial Inc .
Vanguard Index Funds - Vanguard Mid-Cap ETF (ARCA:VO) 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 March 13, 2026 is 289,00 / share. Previously, on March 14, 2025, the share price was 257,31 / share. This represents an increase of 12,32% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 602.087 | -50,15 | 174.738 | -50,75 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 1.038 | 4,53 | 301 | 3,44 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 6.027 | -26,79 | 1.749 | -27,67 | ||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 5.697 | -19,83 | 1.654 | -20,80 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 281 | 0,00 | 82 | -1,22 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 590 | 112,23 | 171 | 111,11 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 121.441 | 3,87 | 35.245 | 2,27 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 9.239 | 1,66 | 2.681 | 0,45 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 10.307 | 64,41 | 2.991 | 62,47 | ||||
| 2025-11-14 | 13F | Evelyn Partners Investment Management LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 6 | 2 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 108.331 | -0,58 | 31.440 | -1,77 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 3.951 | -0,93 | 1.147 | -2,13 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 2.945 | 855 | ||||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 4.415 | -2,52 | 1.281 | -3,68 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 1.908 | 554 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 1.177 | 3,70 | 342 | 2,40 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 33.671 | -3,31 | 9.772 | -4,80 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 1.266 | 4,11 | 367 | 2,80 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 1.136 | 2,07 | 330 | 0,30 | ||||
| 2026-01-28 | 13F | BCK Partners, Inc. | 95.057 | -1,78 | 27.588 | -2,95 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 25.281 | 3,00 | 7.337 | 1,78 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 2.049 | -42,57 | 595 | -43,27 | ||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 39.206 | -0,37 | 11.378 | -1,57 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 14.734 | 6,35 | 4.276 | 5,09 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 11.532 | 26,92 | 3.347 | 25,41 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 31.342 | -1,75 | 9.096 | -2,92 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 348.110 | 90,13 | 101.028 | 87,85 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.689 | -8,56 | 3.102 | -9,64 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.549 | 4.801,92 | 740 | 4.833,33 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 18.346 | 38,80 | 5.325 | 37,15 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 327 | 95 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 6.100 | 12,96 | 1.770 | 11,60 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 6.400 | 3,23 | 1.857 | 1,98 | |||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 3.610 | -4,22 | 1.048 | -5,42 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 82.657 | 24,49 | 23.989 | 23,00 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 12.505 | -0,64 | 3.629 | -1,81 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 11.677 | 4,29 | 3.389 | 3,04 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 3.205 | 930 | ||||||
| 2026-01-23 | 13F | Prosperity Advisers, LLC | 1.591 | 462 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 58.150 | 1,84 | 16.876 | 1,95 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 16.700 | 15,34 | 4.847 | 13,94 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 286 | 4,00 | 83 | 3,75 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 3.033 | 2,43 | 880 | 1,27 | ||||
| 2026-02-05 | 13F | Conning Inc. | 10.535 | 0,00 | 3.057 | -1,20 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 2.659 | 2,86 | 772 | 1,58 | ||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 52 | 0,00 | 15 | 0,00 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 203 | 59 | ||||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 40.011 | -0,39 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 7.175 | -3,11 | 2.082 | -4,28 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 6.181.162 | 2,56 | 1.793.897 | 1,33 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 899 | 0,11 | 261 | -0,76 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 28.664 | -1,66 | 8.319 | -2,85 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 1.864 | -0,21 | 541 | -1,46 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | Put | 200 | -50,00 | 57 | -48,65 | |||
| 2026-02-11 | 13F | Napier Financial, LLC | 56.667 | 16.446 | ||||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 252.244 | -1,74 | 73.206 | -2,92 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 252.205 | -1,11 | 73 | -1,35 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 7.271 | 0,55 | 2.110 | -0,66 | ||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 151.108 | -1,86 | 43.855 | -3,04 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 2.036 | -16,14 | 591 | -17,25 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 27.602 | 18,24 | 8.011 | 16,81 | ||||
| 2026-02-17 | 13F | Riverview Capital Advisers, LLC | 54.636 | 0,59 | 15.857 | -0,61 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1.532 | 0,00 | 445 | -1,33 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 33.295 | 9.663 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 44.854 | 12,68 | 13 | 18,18 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 13.993 | -0,11 | 4.061 | -1,29 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 31.380 | 2,36 | 9.107 | 1,13 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 23.661 | -21,12 | 6.867 | -22,10 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 36.387 | -27,14 | 10.562 | -28,00 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 1.155 | 0,00 | 335 | -1,18 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 14.015 | -2,08 | 4.068 | -3,24 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 1.871 | 6,13 | 543 | 5,03 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.370 | -1,30 | 398 | -2,46 | ||||
| 2026-02-10 | 13F | EagleClaw Capital Managment, LLC | 4.765 | 0,00 | 1.383 | -1,22 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 124 | 36 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 2.006 | 582 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 3.063 | 9,28 | 889 | 7,90 | ||||
| 2026-02-13 | 13F | United Bank | 29.279 | 0,00 | 8.497 | -1,20 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 15.701 | 4.557 | ||||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 2.355 | -18,62 | 683 | -19,55 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 3.729 | 3,70 | 1.082 | 2,46 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 5.299 | 4,07 | 1.538 | 2,81 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 167 | 0,00 | 48 | -2,04 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 36.471 | -0,87 | 10.585 | -2,41 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 2.520 | -3,08 | 731 | -4,19 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 245 | 0,00 | 71 | 0,00 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 1.358 | 0,00 | 394 | -1,25 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 3.680 | 0,00 | 1.068 | -1,11 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 1.596 | -1,91 | 463 | -2,94 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 5.064 | 9,59 | 1.470 | 8,25 | ||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 6.578 | -3,93 | 1.909 | -5,07 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 61.739 | 2,93 | 17.918 | 1,70 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 19.073 | -0,05 | 5.539 | -1,53 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 1.314 | 0,00 | 381 | -1,04 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 3.906 | 8,74 | 1.134 | 7,39 | ||||
| 2026-01-15 | 13F | Kieckhefer Group Llc | 3.021 | 0,00 | 877 | -1,24 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 49.150 | 11,99 | 14.264 | 10,65 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 19.892 | 88,51 | 5.773 | 86,29 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 21.375 | -1,89 | 6.203 | -3,06 | ||||
| 2026-02-05 | 13F | Barr E S & Co | 885 | 18,00 | 257 | 16,36 | ||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 9.807 | -7,19 | 2.846 | -8,28 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 875 | 0,69 | 254 | -0,39 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 13.050 | -3,28 | 3.788 | -4,44 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 53.990 | 104,70 | 15.669 | 102,26 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.355 | -7,21 | 683 | -8,32 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 404 | 0,00 | 117 | -0,85 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 34.246 | -0,49 | 9.939 | -1,69 | ||||
| 2026-02-13 | 13F | Searle & Co. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 14.799 | 0,42 | 4.381 | 0,69 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 28.922 | 2,14 | 8.394 | 0,91 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 3.507 | 0,00 | 1.018 | -1,26 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 10.265 | 9,12 | 2.979 | 7,82 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 1.966 | -8,81 | 571 | -9,95 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 8.067 | 8,41 | 2.341 | 7,14 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 1.124 | 326 | ||||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 2.058 | 0,00 | 597 | -1,16 | ||||
| 2026-02-09 | 13F | TrustBank | 320 | 93 | ||||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 6.317 | -1,28 | 1.833 | -2,45 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 1.585 | -5,93 | 460 | -7,09 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 8.870 | 0,00 | 2.574 | -1,19 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 135.191 | 10,10 | 39.235 | 8,78 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 25.252 | 1,36 | 7.418 | 6,40 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 3.693 | -10,97 | 1.072 | -12,07 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 48.154 | 1,37 | 13.975 | 0,16 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 4.229 | 0,50 | 1.227 | -0,65 | ||||
| 2026-02-05 | 13F | Pandi, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 38.163 | -38,53 | 11.076 | -36,25 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 193.644 | 12,64 | 56.199 | 11,29 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 7.121 | -0,14 | 2.067 | -1,34 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 800 | 0,00 | 232 | -0,85 | ||||
| 2026-01-22 | 13F | Searcy Financial Services Inc /adv | 98.634 | 0,91 | 28.626 | -0,30 | ||||
| 2025-10-08 | 13F | RDA Financial Network | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 328 | 0,61 | 95 | 0,00 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 14.822 | 5,74 | 4.301 | 4,47 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 1.163 | 0,00 | 338 | -1,17 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 1.200 | 0,00 | 360 | 2,87 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.644 | 37,36 | 1.348 | 35,65 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 3.558 | 0,37 | 1.033 | -0,86 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 2.046 | 3,18 | 594 | 1,89 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 772 | 0,78 | 224 | -0,89 | ||||
| 2026-02-02 | 13F | Greenfield Savings Bank | 891 | 0,00 | 259 | -1,15 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 1.512 | 12,42 | 439 | 10,89 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 4.560 | 0,48 | 1.324 | -0,68 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 25.430 | 6,67 | 7.380 | 5,40 | ||||
| 2026-01-20 | 13F | Essex LLC | 5.294 | 0,08 | 1.536 | -1,09 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 8.751 | -1,92 | 2.540 | -3,09 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 38.580 | -10,43 | 11.197 | -11,51 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 2.457 | -0,20 | 713 | -1,38 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 8.957 | 2.629 | ||||||
| 2026-01-26 | 13F | Yoffe Investment Management, LLC | 5.345 | 0,00 | 1.551 | -1,15 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 740.392 | 0,98 | 215.071 | 0,44 | ||||
| 2026-01-16 | 13F | Sharp Financial Services, LLC | 850 | -14,74 | 247 | -15,75 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 7.571 | 24,26 | 2.205 | 22,92 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 391 | -0,51 | 113 | -1,74 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 1.013 | -23,83 | 294 | -24,62 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 7 | 2 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 518.758 | 50,24 | 150.001 | 51,64 | ||||
| 2026-01-09 | 13F | Twele Capital Management, Inc. | 69.737 | 0,87 | 20.239 | -0,33 | ||||
| 2026-01-05 | 13F | Grant Private Wealth Management Inc | 700 | 0,00 | 203 | -0,98 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 2.275 | 0,22 | 660 | -0,90 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 3.701 | 34,68 | 1.074 | 33,09 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 554.178 | 0,28 | 160.834 | -0,92 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 1.747 | 0,75 | 507 | -0,59 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 8.920 | 0,00 | 2.589 | -1,56 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 897 | 260 | ||||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 15.240 | 1,92 | 4.423 | 0,71 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 1.255 | 0,00 | 364 | -1,09 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 39 | 11 | ||||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 116.688 | 54,91 | 33.865 | 73,84 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 3.031 | -1,65 | 880 | -2,87 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 63.415 | -4,57 | 18.404 | -5,72 | ||||
| 2025-11-05 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Bennett Associates Wealth Management | 25.685 | 0,77 | 7.454 | -0,44 | ||||
| 2026-01-13 | 13F | John W. Brooker & Co., CPAs | 4.511 | 50,17 | 1.309 | 48,41 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 876 | -11,43 | 254 | -12,41 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 801 | 0,00 | 233 | -1,28 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 828 | 0,00 | 240 | -1,23 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 18.452 | 5.355 | ||||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 1.299 | 0,00 | 377 | -1,31 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.013 | 0,00 | 294 | -1,35 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 372 | 0,00 | 108 | -1,83 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 1.145 | 332 | ||||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 1.150 | 0,00 | 334 | -1,19 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 78.753 | 1,00 | 22.856 | -0,21 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 770 | 0,00 | 223 | -1,33 | ||||
| 2026-01-22 | 13F | City Holding Co | 17.847 | 15,27 | 5.179 | 13,90 | ||||
| 2026-01-28 | 13F | Fishman Jay A Ltd/mi | 1.952 | -0,66 | 567 | -1,91 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 4.747 | 20,03 | 1.378 | 18,60 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 27.165 | 3,66 | 7.884 | 2,42 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61.051 | 8,56 | 17.718 | 7,26 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 1.156 | 335 | ||||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 1.518 | 4,62 | 441 | 3,29 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.137.682 | 1,76 | 620.398 | 0,54 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 9.294 | -7,35 | 2.697 | -8,45 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 4.280 | -0,70 | 1.242 | -1,82 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 897 | 0,00 | 260 | -1,52 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 7.541 | -6,32 | 2.189 | -7,76 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 42.035 | 12,92 | 12.200 | 11,57 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 3.247 | 942 | ||||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 6.628 | 1.924 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 138.968 | 8,79 | 40.331 | 7,49 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 1.715 | 0,00 | 498 | -1,19 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 14.018 | -2,58 | 4.068 | -3,74 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 1.731 | -7,93 | 502 | -9,06 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 27.920 | 8.131 | ||||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 734 | 0,00 | 213 | -0,93 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 13.390 | -3,54 | 4.022 | -1,85 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 5.992 | -49,11 | 1.739 | -49,71 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 269 | -8,50 | 80 | -3,61 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 23.111 | 5,20 | 6.707 | 3,95 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 5.444 | 48,14 | 1.635 | 51,81 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 5.463 | -0,60 | 1.585 | -1,80 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.158 | -1,06 | 1.497 | -2,22 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 144 | 42 | ||||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 1.744 | -1,58 | 506 | -2,69 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 47.339 | 29,35 | 13.739 | 27,80 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 1.154 | 335 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.757 | 3,90 | 1.672 | 2,70 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 83.368 | 6,97 | 24.195 | 5,69 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 40.976 | 382,58 | 11.892 | 376,82 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 5.413 | 61,20 | 1.571 | 59,23 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 10.062 | 1,14 | 2.920 | -0,07 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 14.138 | 12,47 | 4.103 | 11,13 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 707 | 0,00 | 205 | -0,97 | ||||
| 2026-01-12 | 13F | Asset Allocation & Management Company, LLC | 1.486 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Hillman Co | 59.730 | 0,00 | 17.335 | -1,20 | ||||
| 2026-02-10 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 133.452 | 0,07 | 39.200 | 5,04 | ||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 890 | -12,92 | 258 | -14,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 3.200 | -17,95 | 929 | -18,95 | |||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 34.015 | -26,53 | 9.872 | -27,41 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 3.056 | -3,72 | 887 | -4,94 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 51.682 | -1,02 | 14.999 | -2,74 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 345 | 0,00 | 100 | -0,99 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 2.206 | -0,68 | 640 | -1,84 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 106.789 | 7,77 | 31.972 | 9,30 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 743 | -42,58 | 218 | -39,78 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 6.868 | 8,93 | 1.993 | 7,61 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 1.000 | 0,00 | 290 | -1,02 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 5.461 | -1,87 | 1.585 | -3,00 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 20.042 | 0,00 | 5.816 | -1,21 | ||||
| 2026-02-09 | 13F | Strategic Equity Management | 3.253 | 0,00 | 944 | -1,15 | ||||
| 2026-02-13 | 13F | Bakala Capital Management LLC | 2.548 | 1,31 | 740 | 0,14 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 31.801 | -5,00 | 9.229 | -6,15 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 59.473 | 9,61 | 17.260 | 8,30 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 2.662 | 16,60 | 773 | 15,22 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 1.590 | 0,00 | 461 | -1,28 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.514 | 0,56 | 730 | -0,68 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 94 | 0,00 | 0 | |||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 9.044 | 1,03 | 2.625 | -0,19 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 3.005 | 0,00 | 872 | -1,13 | ||||
| 2025-09-23 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 41.588 | -7,55 | 11.894 | 3,24 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 25.136 | 1,82 | 7.295 | 0,59 | ||||
| 2026-02-10 | 13F | Intellectus Partners, LLC | 8.734 | 0,11 | 2.535 | -1,44 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 986 | 40,26 | 286 | 38,83 | ||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 835 | 4,38 | 242 | 3,42 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 2.906 | 0,41 | 844 | -0,82 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 2.820 | 818 | ||||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 1.850 | 0,00 | 552 | 3,77 | ||||
| 2026-01-21 | 13F | Wernau Asset Management Inc. | 3.822 | 2,77 | 1.109 | 1,56 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 7.469 | 7,05 | 2.235 | 9,03 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 313.237 | 23,26 | 90.908 | 21,79 | ||||
| 2026-01-14 | 13F | Ami Investment Management Inc | 6.549 | 3,69 | 1.901 | 2,43 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 11.040 | 6,80 | 3.204 | 5,50 | ||||
| 2026-01-14 | 13F | Verum Partners LLC | 1.736 | 0,46 | 504 | -0,79 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 1.071 | 0,56 | 311 | -0,64 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 4.080 | 19,23 | 1.184 | 17,81 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 3.598 | 145,93 | 1.044 | 143,36 | ||||
| 2026-02-18 | 13F | Plotkin Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 15.449 | -2,87 | 4.529 | 2,03 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 849 | 246 | ||||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 9.164 | -8,71 | 2.659 | -9,80 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 17.858 | 5,24 | 5.183 | 3,97 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.420 | 0,07 | 412 | -0,96 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 1.020 | 0 | ||||||
| 2026-01-15 | 13F | Acima Private Wealth, Llc | 1.007 | 0,00 | 292 | -1,02 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 5.165 | 1.499 | ||||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 58.055 | 6,84 | 16.849 | 5,28 | ||||
| 2026-02-03 | 13F | Gateway Investment Advisers Llc | 1.012 | 294 | ||||||
| 2026-01-21 | 13F | Mayport, Llc | 7.517 | 36,01 | 2.182 | 34,38 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.647 | 5,00 | 768 | 3,78 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 4.898 | -18,89 | 1.421 | -19,85 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 202 | 0,00 | 59 | -1,69 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 5.098 | -19,28 | 1.479 | -20,27 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | IFS Advisors, LLC | 23.815 | 77,22 | 6.912 | 75,10 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 1.090 | 0,00 | 316 | -1,25 | ||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 3.035 | -0,39 | 881 | -1,68 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 1.697 | 0,77 | 493 | -0,40 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 3.399 | 2,26 | 986 | 1,02 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 9.831 | -3,06 | 2.853 | -4,20 | ||||
| 2025-11-17 | 13F | First Foundation Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | SWAN Capital LLC | 297 | 0,68 | 86 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 188.352 | 5,60 | 54.664 | 4,33 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 2.503 | -3,47 | 726 | -4,60 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 960 | 7,99 | 279 | 6,51 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 27.345 | -1,10 | 7.936 | -2,29 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 441.169 | 4,37 | 128.036 | 3,12 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 2.808 | 12,32 | 815 | 10,90 | ||||
| 2026-01-08 | 13F | Centerline Wealth Advisors, LLC | 13.970 | -65,53 | 4.054 | -65,94 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 1.832 | -0,27 | 532 | -1,48 | ||||
| 2026-01-05 | 13F | GK Wealth Management LLC | 1.093 | -0,55 | 317 | -1,55 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 52.582 | 0,98 | 15.260 | -0,23 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 217 | 0,00 | 63 | -1,59 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 16.802 | -21,37 | 4.877 | -22,31 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 27.208 | 2,10 | 7.927 | 1,26 | ||||
| 2026-01-15 | 13F | Hofer & Associates. Inc | 16.050 | 3,55 | 4.658 | 2,33 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 119.370 | 1,74 | 34.644 | 0,52 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 8.671 | 4,21 | 2.517 | 2,95 | ||||
| 2026-01-06 | 13F | Afg Fiduciary Services Limited Partnership | 7.273 | -10,05 | 2.128 | -10,29 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 3.625 | 1.052 | ||||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 9.196 | 1,66 | 2.669 | 0,41 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 941.814 | 23,62 | 273.333 | 22,14 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 360 | 0,28 | 105 | -0,95 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 965 | -1,03 | 280 | -2,45 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 3.928 | -0,56 | 1.140 | -1,13 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 16.806 | 21,41 | 4.877 | 19,98 | ||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 859 | 249 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 24.007 | 56,75 | 6.968 | 54,89 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 22.469 | -0,33 | 6.521 | -1,53 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 2.392 | 694 | ||||||
| 2026-01-22 | 13F | Charter Trust Co | 11.951 | -0,60 | 3.468 | -1,78 | ||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 8.038 | 1,01 | 2.333 | -0,21 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 1.099 | -8,80 | 319 | -9,92 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 343.322 | 529,69 | 99.639 | 522,15 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.684 | 1.940 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 390 | 21,50 | 113 | 20,21 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 956 | 277 | ||||||
| 2025-11-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 3.205 | 0,00 | 930 | -1,17 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 743 | 216 | ||||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 61 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 147 | 0,00 | 43 | 0,00 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 2.034 | -36,12 | 590 | -36,90 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 34.916 | 64,36 | 10.133 | 62,41 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 244.189 | 4,47 | 71 | 2,94 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 256 | -0,78 | ||||
| 2026-01-20 | 13F | J2 Capital Management Inc | 2.484 | 3,07 | 721 | 1,84 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 27.771 | -10,68 | 8.060 | -11,75 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 9.165 | 14,62 | 2.747 | 17,09 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 82.901 | 101,34 | 11.297 | 0,95 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 840 | 0,00 | 244 | -1,22 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 497 | 0,40 | 144 | -0,69 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.770 | -8,40 | 3.416 | -9,51 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 2.153 | 0,00 | 625 | -1,58 | ||||
| 2026-01-14 | 13F | Eastern Bank | 2.159 | 3,95 | 627 | 2,62 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 78 | 0,00 | 23 | -4,35 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 31.225 | -20,25 | 9.062 | -21,21 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 961 | 4,34 | 279 | 2,96 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 18.118 | 2,77 | 5.258 | 1,54 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 764 | -16,87 | 222 | -17,84 | ||||
| 2026-01-22 | 13F | Compass Planning Associates Inc | 5.161 | 137,51 | 1.498 | 134,64 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 5.359 | -6,51 | 1.555 | -7,61 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 63.309 | 6,93 | 18.374 | 5,65 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 1.846.349 | 542.347 | ||||||
| 2026-02-03 | 13F | Violich Capital Management, Inc. | 730 | 0,00 | 212 | -1,40 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 1.821 | -26,33 | 528 | -27,27 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 5.270 | -2,15 | 1.529 | -3,35 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 1.355 | -4,85 | 393 | -5,98 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 1.425 | -0,77 | 414 | -2,13 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 4.297 | -2,98 | 1.247 | -4,15 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 50.375 | -0,79 | 14.620 | -1,98 | ||||
| 2026-01-29 | 13F | Traub Capital Management LLC | 968 | 5,56 | 281 | 4,09 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 75.211 | -8,44 | 21.829 | -9,54 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 7.140 | 2,60 | 2.072 | 0,88 | ||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 19.094 | 21,39 | 5.542 | 19,94 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 1.084 | -3,30 | 315 | -4,56 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.085 | 0,48 | 605 | -0,66 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 4.352 | 0,00 | 1.263 | -1,17 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 934 | -1,89 | 271 | -3,23 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 4.528 | 0,00 | 1.314 | -1,20 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 111.208 | 12,62 | 32.275 | 11,27 | ||||
| 2025-11-14 | 13F | KKM Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 47.074 | 1,55 | 13.662 | 0,33 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 25.035 | -4,65 | 7.363 | 0,11 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 1.366 | -2,08 | 401 | 2,82 | ||||
| 2026-02-17 | 13F | Berkshire Bank | 2.552 | -0,51 | 741 | -1,73 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 8.661 | 579,83 | 2.544 | 614,33 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 1.712 | 0,00 | 497 | -1,20 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 34.368 | -1,83 | 9.975 | -3,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.593 | 155,73 | 1.333 | 152,94 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 14.131 | 10,96 | 4.101 | 9,63 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 3.926 | 0,67 | 1.139 | -0,52 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 7.999 | 11,48 | 2.321 | 9,84 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 3.301 | 0,15 | 958 | -1,03 | ||||
| 2026-01-27 | 13F | Novem Group | 4.800 | 5,63 | 1.393 | 4,42 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 2.231 | 1,64 | 672 | 5,67 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5.192 | 0,58 | 1.507 | -0,66 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 764 | 0,26 | 222 | -0,90 | ||||
| 2025-09-26 | NP | RNIN - Bushido Capital US SMID Cap Equity ETF | 29.496 | 8.436 | ||||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 1.540 | 447 | ||||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 1.934 | 17,21 | 561 | 15,91 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 404 | 117 | ||||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 253 | 0,00 | 73 | -1,35 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 1.162 | -19,81 | 337 | -20,71 | ||||
| 2026-01-16 | 13F | Taylor & Morgan Wealth Management, LLC | 5.021 | 0,00 | 1.457 | -1,15 | ||||
| 2025-11-14 | 13F | Van Den Berg Management I, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 954 | -2,65 | 277 | -3,83 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 53 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | Mlp3, Llc | 1.495 | 434 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 8.833 | 0,00 | 2.594 | 4,98 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 2.552 | -0,08 | 741 | -1,33 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 1.830 | 154,52 | 531 | 151,66 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 4.181 | -0,07 | 1.213 | -1,30 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 11.238 | 3,81 | 3.261 | 2,58 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 5.083 | 0,67 | 1.475 | -0,54 | ||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Loomis Sayles & Co L P | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 135.733 | 1,51 | 39.392 | 0,30 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 2.180 | 0,88 | 633 | -0,32 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 109 | 31 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.869 | 0,11 | 542 | -1,09 | ||||
| 2026-02-12 | 13F | Polen Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 9.147 | -5,91 | 2.655 | -7,04 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 433 | 0,00 | 127 | 4,96 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 40.985 | 14,17 | 11.895 | 12,80 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 14.060 | 8,98 | 4.081 | 7,68 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 7.962 | -0,57 | 2.311 | -1,79 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 113.424 | 21,62 | 32.918 | 20,16 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 45.466 | 3,71 | 12.723 | 3,71 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 82.321 | 4,16 | 23.891 | 2,92 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 945.481 | 4,98 | 274.397 | 3,73 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 973 | -30,55 | 282 | -31,39 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 14.667 | -0,72 | 4.257 | -1,91 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 2.204 | -0,90 | 640 | -2,14 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 11.448 | 3.653,44 | 3.322 | 3.632,58 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 720 | 0,56 | 209 | -0,95 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 9.892 | 2,66 | 2.871 | 1,41 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 9.112 | -12,02 | 2.644 | -13,08 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 1.630 | 61,07 | 473 | 59,26 | ||||
| 2026-01-12 | 13F | Private Wealth Group, LLC | 2.778 | 0,00 | 806 | -1,23 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 152.857 | -2,13 | 44.362 | -1,56 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.722 | 1.370 | ||||||
| 2026-02-13 | 13F | Fairfield, Bush & Co. | 1.582 | -1,92 | 459 | -2,96 | ||||
| 2026-01-06 | 13F | Hiley Hunt Wealth Management | 3.962 | 0,66 | 1.150 | -0,61 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 44.259 | -0,12 | 12.845 | -1,31 | ||||
| 2026-01-27 | 13F | Antonelli Financial Advisors, LLC | 3.252 | -3,04 | 944 | -4,16 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 710 | 206 | ||||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 3.476 | 14,19 | 1.009 | 12,75 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 11.527 | 19,31 | 3.345 | 17,91 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 13.845 | 12,65 | 4.018 | 11,33 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 3.865 | 120,86 | 1.048 | 103,89 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 703 | -3,03 | 204 | -3,77 | ||||
| 2026-01-28 | 13F | Columbia Asset Management | 10.854 | 47,75 | 3.150 | 45,99 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 1.872 | 0,00 | 543 | -1,09 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 799 | 0,00 | 232 | -1,28 | ||||
| 2026-01-26 | 13F | Seneca Financial Advisors LLC | 1.267 | 0,00 | 368 | -1,34 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 415 | 0,00 | 120 | -0,83 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 23.093 | -0,81 | 6.702 | -1,99 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 1.371 | 0,00 | 398 | -1,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.762 | -29,69 | 2.543 | -30,77 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 290 | 0,00 | 84 | -1,18 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 18.071 | 20,03 | 5.245 | 18,59 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 1.016 | 0,00 | 295 | -1,34 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 10.301 | 13,99 | 2.990 | 12,24 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 12.188 | 8,89 | 3.580 | 14,30 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 1.208 | 350 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 9.784 | 2.840 | ||||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 20.575 | 0,12 | 5.971 | -1,08 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 3.591 | 133,79 | 1.042 | 131,04 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 25.169 | 29,41 | 7.305 | 27,87 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 1.374 | 0,37 | 399 | -1,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 1.047 | -26,01 | 304 | -26,99 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4.727 | 2,32 | 1.372 | 1,03 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 43.645 | 10,20 | 12.667 | 8,88 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 729 | 0,00 | 212 | -1,40 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 39.510 | 72,93 | 11.467 | 70,85 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 489 | 0,82 | 142 | 0,00 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 1.987 | 1,38 | 577 | 0,17 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 11.424 | 0,44 | 3.316 | -0,75 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 12.042 | -10,46 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 700 | 0,00 | 203 | -0,98 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 71.970 | 2,34 | 20.887 | 1,12 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 16 | 5 | ||||||
| 2026-01-06 | 13F | Chemistry Wealth Management LLC | 3.500 | -1,44 | 1.016 | -2,68 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 5.507 | 13,13 | 1.598 | 11,83 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 1.625 | 472 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 253.708 | 13,76 | 73.819 | 12,79 | ||||
| 2026-01-23 | 13F | Gainplan LLC | 10.510 | 8,48 | 3.050 | 7,21 | ||||
| 2026-01-15 | 13F | Westend Capital Management LLC | 175 | 0,00 | 51 | -1,96 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.102 | -4,37 | 631 | -0,94 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 22.889 | 46,54 | 6.643 | 44,77 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1.592 | 0,00 | 462 | -1,28 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 107 | 31 | ||||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 475 | 0,21 | 138 | -1,44 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 42.145 | 2,62 | 12.231 | 1,39 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 9.801 | 48,34 | 2.844 | 46,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 49.234 | 0,09 | 14.289 | -1,11 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 897 | 3,46 | 260 | 2,36 | ||||
| 2026-01-15 | 13F | Trust Co | 1.164 | 43,70 | 338 | 42,19 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 2.427 | 0,00 | 704 | -1,12 | ||||
| 2026-02-14 | 13F | American Trust | 119.080 | 1,14 | 34.559 | -0,07 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 407 | -16,77 | 118 | -17,48 | ||||
| 2026-01-26 | 13F | Nicholson Wealth Management Group, LLC | 714 | 0,00 | 207 | -0,96 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 14.141 | -0,06 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 1.118 | 324 | ||||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 352 | 0,00 | 102 | -0,97 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 131.616 | -1,34 | 38.198 | -2,53 | ||||
| 2026-01-26 | 13F | Lowery Thomas, Llc | 959 | -38,17 | 278 | -38,90 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4.975 | -0,24 | 1.444 | -1,43 | ||||
| 2026-01-13 | 13F | New Covenant Trust Company, N.A. | 7.148 | -0,60 | 2.092 | -0,99 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 3.845 | -2,76 | 1.116 | -3,88 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 1.290 | 0,00 | 388 | 2,65 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 1.750 | -5,05 | 508 | -6,28 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 13.655 | 0,00 | 3.963 | -1,22 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 2.286 | 0,48 | 663 | -0,75 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 2.434 | 0,33 | 706 | -0,84 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 53 | 0,00 | 15 | 0,00 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 15.420 | -67,22 | 4.475 | -67,62 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 6.038 | 0,00 | 1.752 | -1,18 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 31.456 | 3,41 | 9.129 | 2,17 | ||||
| 2026-02-10 | 13F | Ade, Llc | 1.143 | 0,00 | 332 | -1,19 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 1.854 | 8,42 | 538 | 6,97 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 74 | 34,55 | 22 | 31,25 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 56.792 | 52,94 | 16.482 | 51,11 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 1.031 | -6,10 | 299 | -7,14 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 125 | 0 | ||||||
| 2025-10-16 | 13F | Kingstone Capital Partners Texas, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Schwab Charitable Fund | 3.987 | 0,00 | 1.157 | -1,20 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 9.370 | 0,00 | 2.719 | -1,20 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 10.769 | 2,13 | 3.125 | 0,90 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 5.985 | 1.737 | ||||||
| 2026-01-30 | 13F | Seek First Inc. | 3.703 | 0,49 | 1.075 | -0,74 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 694 | 201 | ||||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 997 | 289 | ||||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 1.050 | 0,00 | 315 | 1,61 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.494.623 | 3,21 | 2.465.310 | 1,98 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 808 | 234 | ||||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 1.364 | 0,00 | 399 | 4,18 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.432 | -40,16 | 2.737 | -40,87 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 11.054 | 7,29 | 3.208 | 6,01 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 2.508 | 10,29 | 728 | 9,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 41.265 | 252,12 | 11.976 | 247,91 | ||||
| 2026-02-13 | 13F | Tenzing Financial LLC | 4.028 | 1.169 | ||||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 50.701 | -6,86 | 14.714 | -7,97 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.633.750 | 4,09 | 474.147 | 2,84 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 1.223 | -29,31 | 363 | -27,98 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 74.903 | 4,66 | 21.738 | 3,04 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 130 | -0,76 | 38 | -2,63 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 274 | 0,00 | 80 | -1,25 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 4.255 | -2,83 | 1.235 | -4,04 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 5.844 | -7,19 | 1.696 | -8,27 | ||||
| 2026-01-12 | 13F | Byrne Asset Management LLC | 710 | 0,00 | 206 | -0,96 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | CFC Planning Co LLC | 3.712 | 76,59 | 1.077 | 74,55 | ||||
| 2026-02-11 | 13F | DB&C Advisors, LLC | 860 | 250 | ||||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 784 | 0,00 | 228 | -1,30 | ||||
| 2026-01-23 | 13F | Rfg Holdings, Inc. | 32.514 | 3,65 | 9.436 | 2,41 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.173 | 0,00 | 340 | -2,02 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 3.132 | 15,06 | 909 | 13,64 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 1.373 | 0,00 | 410 | 1,74 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 736 | -3,54 | 214 | -4,91 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.702 | 6,62 | 1.074 | 10,04 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 91.888 | 4,85 | 26.668 | 3,59 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 782 | 0,00 | 227 | -1,31 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 4.311 | -30,50 | 1.251 | -31,34 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 47.927 | -1,70 | 13.909 | -2,88 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 59 | 1.375,00 | 17 | 1.600,00 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55.090 | 11,30 | 15.410 | 10,44 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 88.518 | 0,88 | 25.690 | -0,33 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 60.688 | 1,49 | 17.613 | 0,27 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.763.453 | 3,93 | 802.009 | 2,68 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 6.371 | -1,29 | 1.849 | -2,48 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 689 | -46,59 | 0 | |||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.081 | 0,00 | 314 | -1,26 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 1.192 | 25,47 | 346 | 23,66 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 832 | 0,00 | 244 | 5,17 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 10.643 | -11,83 | 3.089 | -12,89 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 845 | 0,84 | 245 | -0,41 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 3.509 | -4,15 | 1.018 | -5,30 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.185.156 | 18,11 | 634.176 | 16,70 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 6.022 | 0,00 | 1.748 | -1,19 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 2.677 | 4,69 | 777 | 3,33 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 234.703 | 26,89 | 68.116 | 25,37 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 1.422 | 0,78 | 413 | -0,48 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 6.528 | 101,67 | 1.894 | 99,37 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 1.690 | 2,30 | 490 | 1,03 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 29.332 | 8.513 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 24.177 | -4,72 | 7.017 | -5,86 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 3.782 | 1,04 | 1.098 | -0,18 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 1.422 | 413 | ||||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 1.124 | 0,36 | 326 | -1,21 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-13 | 13F | FC Advisory LLC | 2.051 | 3,07 | 595 | 1,88 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.177 | 0,00 | 342 | 3,95 | ||||
| 2026-02-18 | 13F | Financial Planning Fort Collins, LLC | 9.446 | 2.741 | ||||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 7.269 | 0,36 | 2.110 | -0,85 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 12.404 | 23,13 | 3.600 | 21,63 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 314.888 | 11,27 | 91.387 | 9,93 | ||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 1.638 | 475 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 6.891 | 19,66 | 2.000 | 18,21 | ||||
| 2025-11-17 | 13F | Wealth Management Strategies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 37 | 0 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.095 | 28,37 | 318 | 26,80 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 140.437 | 1,94 | 40.758 | 0,72 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 2.133 | 619 | ||||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 1.270 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 43.264 | 6,85 | 12.556 | 5,57 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 6.947 | 24,01 | 2.016 | 22,55 | ||||
| 2026-01-06 | 13F | Armstrong Henry H Associates Inc | 2.248 | 0,00 | 652 | -1,21 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 1.773 | 10,06 | 533 | 12,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 87.637 | 7,03 | 25.434 | 5,75 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 2.310 | 0,09 | 670 | -1,03 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 3.097 | -3,28 | 899 | -4,47 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 26.940 | -8,71 | 7.818 | -9,81 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 200 | 0,50 | 58 | 0,00 | ||||
| 2026-02-05 | 13F | Peak Asset Management, LLC | 6.540 | -1,76 | 1.898 | -2,92 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 461 | 10,82 | 134 | 9,02 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 30.541 | 9.062 | ||||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 8.314 | -6,39 | 2.413 | -7,52 | ||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 2.105 | 0,00 | 611 | -1,13 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 27.067 | -2,49 | 7.856 | -3,66 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 3.409 | 1,49 | 989 | 0,30 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 11.040 | 4,85 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 94.535 | 4,15 | 27.436 | 2,90 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 6.284 | -7,03 | 1.824 | -8,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.408.504 | 1,32 | 988.940 | 0,12 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 1.394 | 0,00 | 0 | |||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 4.454 | -16,10 | 1.293 | -17,13 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 80.124 | -1,30 | 23.254 | -2,49 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 17.051 | 1,11 | 4.949 | -0,10 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 949 | 60,30 | 276 | 58,96 | ||||
| 2026-01-20 | 13F | Advocate Group Llc | 16.776 | 1,83 | 4.869 | 0,60 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 1.903 | -0,47 | 559 | 4,30 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 30.470 | 457,75 | 8.843 | 451,25 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 18.743 | -3,70 | 5.439 | -4,85 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 18.652 | 2,06 | 5.413 | 0,86 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 2.034 | 0,74 | 590 | -0,51 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 5.533 | 0,00 | 1.606 | -1,23 | ||||
| 2026-01-23 | 13F | Sfm, Llc | 33.727 | 1,08 | 9.788 | -0,13 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 18.687 | 1,48 | 5.423 | 0,28 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 5.503 | 46,51 | 1.597 | 44,79 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 19.030 | -2,49 | 5.523 | -3,66 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 448 | -76,41 | 130 | -76,92 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 51.185 | 5,27 | 14.855 | 4,01 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 111 | 0,91 | 32 | 0,00 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 2.574 | 0,00 | 1 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 1.271 | -1,17 | 369 | -2,39 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 135 | 56,98 | 39 | 56,00 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 238 | 0,00 | 69 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 17.983 | 17,36 | 5.219 | 15,95 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 1.750 | 0,00 | 508 | -1,36 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 146 | 1.023,08 | 42 | 1.300,00 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 2.040 | 0,00 | 592 | -1,34 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 1.871 | -1,37 | 543 | -2,51 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 44.864 | 11,49 | 13.021 | 10,15 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 3.700 | 339,95 | 1.074 | 334,41 | ||||
| 2026-02-02 | 13F | Sawyer & Company, Inc | 246 | 4,24 | 71 | |||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 3.992 | -5,94 | 1.158 | -7,06 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 859 | 0,00 | 249 | -1,19 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 3.754 | 1.089 | ||||||
| 2026-02-10 | 13F | Womack Financial LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 26.058 | -0,70 | 7.563 | -1,89 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 60.074 | -2,22 | 17 | -5,56 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 4.943 | -0,10 | 1.435 | -1,31 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 72.592 | 2,34 | 21.068 | 1,11 | ||||
| 2026-01-12 | 13F | Hummer Financial Advisory Services Inc | 2.299 | 0,00 | 667 | -1,48 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 5.359 | 5,47 | 1.619 | 8,45 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 1.936 | 26,95 | 562 | 25,22 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 46.865 | -1,47 | 13.601 | -2,65 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 10.978 | 0,56 | 3.187 | -0,65 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 1.358 | 65,61 | 394 | 64,17 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 18.412 | 2,29 | 5.344 | 1,06 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 242.562 | 1,84 | 70.396 | 0,62 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 2.538 | 0,08 | 737 | -1,47 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 751 | 0,00 | 218 | -1,36 | ||||
| 2025-11-14 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Evolution Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 2.185 | 0,00 | 634 | -1,09 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 3.604 | -2,78 | 1.046 | -3,95 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 10.330 | -0,98 | 2.998 | -2,19 | ||||
| 2026-02-02 | 13F | Core Alternative Capital | 350 | 102 | ||||||
| 2025-10-22 | 13F | Gries Financial Llc | 969 | 12,94 | 285 | 18,33 | ||||
| 2026-02-09 | 13F | Rooted Wealth Advisors, Inc. | 36.498 | -3,10 | 10.878 | -2,16 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 3.481 | 15,65 | 1.010 | 14,25 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 34.089 | -2,07 | 9.893 | -3,24 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.669 | -1,30 | 484 | -2,42 | ||||
| 2025-10-28 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 36.421 | 0,34 | 10.570 | -0,85 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 4.683 | -8,37 | 1.359 | -9,46 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 201 | -54,93 | 58 | -55,73 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 10.296 | 88,54 | 2.988 | 86,28 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 8.864 | 5,91 | 2.572 | 4,64 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 436 | 0,00 | 127 | -1,56 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 200.433 | 3,01 | 58.170 | 1,42 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.452 | 0,00 | 712 | -1,25 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 1.773 | 0,11 | 515 | -0,19 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 5.620 | 29,34 | 1.631 | 27,74 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 1.169 | -43,50 | 339 | -44,15 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 88 | 0,00 | 26 | 0,00 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 4.475 | 0,88 | 1.299 | -0,38 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 2.851 | 0,71 | 828 | -0,48 | ||||
| 2026-01-09 | 13F | McCollum Christoferson Group LLC | 1.523 | 0,00 | 442 | -1,12 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 2.750 | 0,00 | 798 | -1,12 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 11.200 | -36,22 | 3.251 | -36,98 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 801 | 1,26 | 232 | 0,00 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 60.934 | 3,22 | 17.684 | 1,99 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 225 | -73,68 | 65 | -74,10 | ||||
| 2026-01-14 | 13F | Keystone Global Partners, LLC | 5.431 | -9,45 | 1.576 | -10,51 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 8.453 | -3,76 | 2.453 | -4,89 | ||||
| 2026-01-15 | 13F | Vaughan Nelson Investment Management, L.p. | 80 | 0,00 | 23 | 0,00 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 2.095 | 85,73 | 608 | -0,82 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.279.135 | 4,73 | 371.230 | 3,48 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 2.594 | -0,04 | 753 | -1,31 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 65 | 0,00 | 19 | -5,26 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 2.862 | -2,69 | 831 | -3,94 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 1.619 | -17,82 | 470 | -18,86 | ||||
| 2026-01-30 | 13F | RCW Management, LLC | 1.025 | 297 | ||||||
| 2026-01-12 | 13F | Burns J W & Co Inc/ny | 750 | 0,00 | 218 | -1,36 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 6.731 | 1,29 | 1.953 | 0,10 | ||||
| 2026-02-09 | 13F | Lathrop Investment Management Corp | 1.030 | 0,00 | 0 | |||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 7.511 | -49,01 | 1.895 | -54,02 | ||||
| 2026-01-21 | 13F | Affiance Financial, LLC | 9.847 | 13,48 | 2.858 | 12,13 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 17.742 | 0,06 | 5.149 | -1,13 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 1.633 | -27,26 | 474 | -28,22 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 10Elms LLP | 640 | 0,00 | 186 | -1,07 | ||||
| 2026-02-05 | 13F | 626 Financial, LLC | 696 | 202 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 52.728 | 19,60 | 15.323 | 18,14 | ||||
| 2026-01-14 | 13F | Lee-Kelleher Wealth Management | 3.852 | 0,00 | 1.118 | -1,24 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 |
