Grundlæggende statistik
| Institutionelle ejere | 680 total, 679 long only, 0 short only, 1 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3535 % - change of -5,96% MRQ |
| Institutionelle aktier (lange) | 36.146.957 (ex 13D/G) - change of -0,53MM shares -1,44% MRQ |
| Institutionel værdi (lang) | $ 4.608.731 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (US:VSS) har 680 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 36,146,957 aktier. Største aktionærer omfatter Empower Advisory Group, LLC, Mason Investment Advisory Services, Inc., Natixis Advisors, L.p., Bessemer Group Inc, State of New Jersey Common Pension Fund D, 1832 Asset Management L.P., Charles Schwab Investment Management Inc, Jones Financial Companies Lllp, Assetmark, Inc, and Creative Planning .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (ARCA:VSS) 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 24, 2026 is 156,72 / share. Previously, on April 28, 2025, the share price was 119,57 / share. This represents an increase of 31,07% 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 | Atlanta Consulting Group Advisors, LLC | 13.933 | 0,00 | 1.997 | 0,55 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 330.346 | -16,76 | 47.349 | -16,30 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.417 | -37,77 | 203 | -37,35 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 14.333 | 9,26 | 2.054 | 9,84 | ||||
| 2026-02-17 | 13F | Wit, Llc | 658.548 | 0,00 | 94.390 | 0,55 | ||||
| 2026-04-20 | 13F | 25 Llc | 75.262 | -1,81 | 10.972 | -0,13 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 8.124 | -88,03 | 1.164 | -87,97 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 3.891 | -49,04 | 558 | -48,81 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 38.177 | -2,25 | 5.566 | -0,59 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 2.027 | -7,19 | 291 | -6,75 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 75.451 | 6,06 | 10.814 | 6,65 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 75.359 | -4,26 | 10.801 | -3,73 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7.039 | -0,13 | 1.026 | 1,58 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 6.881 | 1,67 | 1 | |||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 3.475 | 0,00 | 498 | 0,61 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 42 | 2,50 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 2.320 | 10,63 | 333 | 11,41 | ||||
| 2025-11-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.011 | -34,61 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 36.508 | -12,14 | 5.233 | -11,67 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 171 | 0,00 | 25 | 0,00 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 4.270 | 0,00 | 623 | 1,63 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 263 | 90,58 | 30 | 57,89 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 8.000 | 1,27 | 1.147 | 1,78 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 37.490 | -3,87 | 5.373 | -3,35 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49.737 | 51,13 | 7.362 | 56,05 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1.819 | -19,76 | 261 | -19,50 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 3.490 | 0,00 | 500 | 0,60 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 13.405 | 13,78 | 1.921 | 14,41 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58.151 | 13,20 | 8.478 | 11,66 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2.041 | -30,13 | 298 | -28,95 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.078 | -1,70 | 303 | -0,33 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 1.937.698 | 2,07 | 277.730 | 2,63 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 15 | -86,11 | 2 | -86,67 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 16.459 | 2,88 | 2.359 | 3,46 | ||||
| 2025-11-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 502.162 | 12,88 | 71.975 | 13,50 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 5.195 | 15,06 | 786 | 22,27 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 500 | 0,00 | 73 | 1,41 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 20 | 3 | ||||||
| 2026-01-26 | 13F | Farnam Financial LLC | 3.377 | 484 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 93.262 | -12,28 | 13.367 | -11,80 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 3.012 | -7,38 | 432 | -6,91 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 85.740 | 5,23 | 12.289 | 5,81 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29.708 | 2,75 | 4.331 | 4,51 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 6.671 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 76.294 | -9,91 | 10.933 | -9,55 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 550.701 | 1,70 | 78.932 | 2,26 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20.490 | -0,87 | 2.987 | 0,81 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15.612 | -1,31 | 2.276 | 0,40 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 1.507 | 4,00 | 216 | 4,37 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 346 | 0,00 | 50 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13.776 | -2,33 | 2.008 | -0,64 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.021 | -6,35 | 440 | -4,76 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8.035 | 0,17 | 1.171 | -1,68 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 78 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 30.290 | 12.520,83 | 4.344 | 9,75 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4.256 | 0,00 | 610 | 0,66 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 12.609 | -1,18 | 1.838 | 0,55 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 8.990 | 3,14 | 1.289 | 3,70 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 168 | -2,33 | 24 | 0,00 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 8.679 | -2,18 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 2.000 | 1,99 | 287 | 2,51 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 7.462 | -8,67 | 1.070 | -8,16 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56.604 | 759,72 | 8.252 | 775,08 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 8.025 | 0,00 | 1.150 | 0,61 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 113.693 | -10,75 | 16 | -11,11 | ||||
| 2026-02-09 | 13F | Ellerson Group Inc /adv | 1.468 | 0,00 | 210 | 0,48 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 46 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 122.406 | 1,98 | 17.544 | 2,54 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 1.995 | 11,76 | 286 | 12,20 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.527 | 2,28 | 219 | 2,83 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 5.547 | -0,41 | 795 | 0,13 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.168 | 0,00 | 311 | 0,32 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 18.086 | -4,93 | 2.592 | -4,39 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.534 | 224 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 13 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 1.531 | -0,97 | 219 | -0,45 | ||||
| 2026-01-23 | 13F | Avion Wealth | 71 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9.014 | 1.314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.006 | 91,22 | 574 | 92,62 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 7.565 | 228,91 | 1.084 | 231,50 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 5.062 | -0,04 | 726 | 0,55 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 312 | 45 | ||||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 36 | 5 | ||||||
| 2026-02-11 | 13F | Weik Capital Management | 2.500 | 0,00 | 358 | 0,56 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 832 | -13,87 | 121 | -12,32 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 823 | 61,06 | 123 | 69,44 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 301.868 | -3,09 | 43.031 | 2,79 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 2.189 | 1,96 | 314 | 2,29 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-01-08 | 13F | Ulland Investment Advisors, LLC | 125 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 3.032 | -1,24 | 435 | -0,69 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 34.264 | -61,16 | 4.911 | -60,79 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 14.151 | -7,44 | 2.063 | -5,84 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 6.935 | -18,33 | 994 | -17,93 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 4.998 | -0,40 | 716 | 0,14 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 17 | 6,25 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.771 | 1,66 | 254 | 2,02 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 67 | -11,84 | 10 | -10,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 1.606 | 230 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 9.669 | 0,00 | 1.410 | 1,73 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 1.209 | 0,00 | 173 | 0,58 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8.071 | -4,08 | 1.177 | -2,49 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 8.859 | -0,56 | 1.270 | 0,00 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 3.673 | 19,64 | 526 | 20,37 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 27.869 | 0,00 | 3.994 | 0,55 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 210 | 0,00 | 30 | 3,45 | ||||
| 2026-02-10 | 13F | Womack Financial LLC | 31.669 | 2,69 | 4.539 | 3,25 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.677.604 | -9,14 | 240 | -8,75 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 3.855 | 3,13 | 553 | 3,76 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 222.097 | 8,40 | 31.833 | 9,00 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 44.941 | -0,77 | 6.552 | 0,92 | ||||
| 2026-01-23 | 13F | Family CFO Inc | 83.721 | -2,33 | 12.000 | -1,79 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 2 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28.440 | 46,34 | 4.076 | 47,15 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 65.399 | -3,46 | 9.535 | -1,80 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 3.250 | 39,66 | 466 | 40,48 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 23.214 | 0,00 | 3.384 | 1,71 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17.504 | 1,16 | 2.552 | 2,86 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 45.731 | 7,37 | 6.563 | 8,09 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 328.280 | 1,05 | 47.053 | 1,61 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6.925 | -40,59 | 1.010 | -39,58 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 97.842 | 280,89 | 14.024 | 283,04 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 32.215 | 3,76 | 4.617 | 4,34 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 3.345 | 0,00 | 488 | 1,67 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.635 | 23,86 | 676 | 25,93 | ||||
| 2026-02-12 | 13F | Bahl & Gaynor Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 14.367 | -4,78 | 2.095 | -3,15 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.877 | -0,05 | 1 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1.551 | -40,69 | 226 | -39,57 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9.768 | 0,00 | 1.424 | 1,71 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 2.977 | 0,00 | 427 | 0,24 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 3.876 | 10,36 | 556 | 11,00 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 73 | 0,00 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 44 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15.866 | 42,91 | 2.313 | 231.200,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41.591 | 1,71 | 6.064 | 3,46 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 106.656 | 0,68 | 15.287 | 1,24 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 3.054 | 24,65 | 438 | 25,21 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 200 | 0,00 | 29 | 3,57 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1.145 | 0,00 | 164 | 0,61 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.562 | 8,04 | 511 | 8,74 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 7.683 | 6,69 | 1.101 | 7,31 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2.409 | -2,94 | 351 | -1,13 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3.501 | -12,58 | 502 | 8,44 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31.560 | -22,01 | 4.601 | -20,66 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 726 | 0,00 | 106 | 0,96 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 78.498 | 1,54 | 11.250 | 2,10 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.789 | 0,10 | 1.281 | 1,51 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5.247 | -0,32 | 752 | 0,27 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 12.578 | -0,62 | 1.803 | -0,11 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.024 | -6,38 | 441 | -4,76 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2.527 | 0,00 | 368 | 1,66 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 446 | -4,90 | 64 | 0,00 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 88 | 0,00 | 13 | 0,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 246 | 0,00 | 36 | 0,00 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 9.399 | -1,95 | 1.347 | -1,39 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.573 | -23,42 | 229 | -22,11 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 5.618 | 0,00 | 819 | 1,74 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 32.316 | -2,32 | 4.711 | -0,11 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.401 | -7,71 | 201 | -7,41 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 277.514 | 7,78 | 39.752 | 8,31 | ||||
| 2026-04-10 | 13F | Novem Group | 2.379 | 27,97 | 347 | 30,08 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 2.666 | 0,11 | 380 | 6,44 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 187 | 3,31 | 27 | 4,00 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 3.412 | 0,00 | 497 | 1,64 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 3.088 | -6,34 | 443 | -5,76 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 16.962 | 6,21 | 2.431 | 6,81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.445 | 16,30 | 648 | 18,46 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 11.113 | 0,98 | 1.593 | 1,53 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 5.516 | -66,29 | 791 | -58,22 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 400 | 100,00 | 59 | 107,14 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5.024 | 0,80 | 720 | 1,41 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 5.151 | -1,21 | 738 | -0,67 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 234 | 34 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.437 | -0,57 | 355 | 1,14 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12.248 | 56,38 | 1.786 | 59,09 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 3.963 | -0,23 | 568 | 0,35 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12.750 | -8,08 | 1.859 | -6,54 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1.459 | 2,31 | 213 | 3,92 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 16.283 | 7,20 | 2.334 | 7,76 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2.186 | 341 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 78.499 | 340,12 | 11.251 | 342,60 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 5.983 | 7,20 | 794 | -0,13 | ||||
| 2026-02-10 | 13F | Inspire Trust Co, N.a. | 27.000 | -21,67 | 3.870 | -21,25 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4,59 | 33 | 6,45 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 5.971 | 15,56 | 856 | 16,17 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10.679 | 0,41 | 1.639 | 7,55 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 70.968 | 1,53 | 10.172 | 2,08 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 1.624 | 0,00 | 233 | 0,43 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 7.529 | 0,00 | 1.079 | 0,56 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11.960 | 6,91 | 1.744 | 8,73 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.504 | -10,74 | 216 | -10,42 | ||||
| 2025-10-27 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.231 | -8,54 | 179 | -6,77 | ||||
| 2026-02-04 | 13F | Nwam Llc | 32.890 | 5,25 | 4.833 | 8,44 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 14 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 3.945 | -76,44 | 565 | -76,33 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 3.376 | 9,50 | 516 | 16,48 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Glaxis Capital Management, LLC | 17.604 | 0,88 | 1.295 | 3,94 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13.589 | 0,81 | 1.981 | 2,54 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 90 | -47,06 | 13 | -50,00 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 1.704 | 0,00 | 244 | 0,83 | ||||
| 2026-02-17 | 13F | Creative Planning | 690.422 | 7,96 | 98.958 | 8,55 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 49.965 | -3,38 | 7.161 | -2,85 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.611 | 0,00 | 526 | 1,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275.442 | -3,90 | 39.479 | 98.597,50 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 139 | 52,75 | 20 | 58,33 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 8.625 | -6,64 | 1.236 | -6,08 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.166 | -17,54 | 167 | -16,92 | ||||
| 2026-02-19 | 13F | Jacobs Equity LLC | 7.984 | 1.144 | ||||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 1.792 | 2,34 | 257 | 2,81 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60,42 | 122 | 64,86 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 47.879 | -2,65 | 6.980 | -0,98 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 187 | 27 | ||||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 24.420 | 4,96 | 3.500 | 5,55 | ||||
| 2026-02-11 | 13F | Brandes Investment Partners, Lp | 1.542 | 221 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 555 | -54,91 | 81 | -54,55 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11.398 | 0,50 | 1.662 | 2,22 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 15.701 | -0,19 | 2.250 | 0,36 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 2.100 | 301 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 1.500 | 215 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.783 | 27,18 | 1.402 | 27,92 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9.039 | -4,81 | 1.296 | -4,29 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 1.880 | 2,23 | 269 | 2,67 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 24.897 | 2,15 | 3.568 | 2,71 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 338.209 | 238,67 | 48.475 | 240,53 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 2.982 | 0,00 | 427 | 0,47 | ||||
| 2026-01-28 | 13F | SilverOak Wealth Management LLC | 7.458 | 40,08 | 1.069 | 40,90 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 5.487 | 0,00 | 786 | 0,51 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 190 | 8,57 | 27 | 12,50 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 144 | 0,00 | 21 | 0,00 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 5.139 | 0,00 | 737 | 0,55 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 265 | 0,00 | 39 | 2,70 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2.183 | -5,21 | 318 | -3,64 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 30.187 | 8,63 | 4.327 | 9,21 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 32.499 | -0,43 | 4.658 | 0,13 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5.586 | 23,78 | 801 | 24,42 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 72 | 10 | ||||||
| 2026-02-17 | 13F | Nepc Llc | 10.882 | 34,11 | 1.560 | 34,86 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 209.751 | -16,72 | 30.064 | -16,27 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 42.667 | 7,98 | 6 | 20,00 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.578 | 0,00 | 226 | 0,89 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 122.566 | 2,57 | 17.567 | 3,14 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 24.223 | 3.472 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 27.675 | 8,52 | 3.967 | 9,11 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 105 | 0,00 | 15 | 7,14 | ||||
| 2025-11-13 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.673 | -0,94 | 535 | 0,75 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 118.015 | 0,87 | 16.915 | 1,42 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18.886 | 23,22 | 2.753 | 25,36 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 5.343 | 766 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 302 | 49,50 | 43 | 53,57 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 80 | 0,00 | 12 | 0,00 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 24.171 | -3,46 | 3.464 | -2,94 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 297.614 | 343,31 | 42.657 | 345,74 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 721.353 | -1,80 | 103.392 | -1,26 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 1.470 | 211 | ||||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3.706 | 0,00 | 528 | 6,02 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 13.970 | -6,14 | 2.037 | -4,55 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 3.938 | 0,00 | 564 | 0,53 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 4.535 | -3,47 | 666 | -1,63 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 58.384 | -2,20 | 8.368 | -1,66 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 10.663 | -2,37 | 1.528 | 4,16 | ||||
| 2026-02-11 | 13F | E&R Wealth Management, LLC | 45.195 | 6.478 | ||||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 21 | 3 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 26 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 2.483 | 0,00 | 362 | 1,69 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 33.635 | -2,21 | 4.821 | -1,69 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 2.770 | 0,00 | 397 | 0,76 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 5 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.207 | 0,00 | 468 | 1,74 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 112 | 250,00 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25.743 | 1,21 | 3.753 | 2,96 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 11 | 2 | ||||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 2.739 | -88,13 | 393 | -88,08 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 4.076 | 584 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 907 | 0,00 | 130 | 0,78 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 1.812 | 14,47 | 260 | 15,11 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 23 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 160.000 | 0,00 | 22.933 | 0,54 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 21.541 | -0,46 | 3.087 | 0,10 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8.734 | -3,79 | 1.273 | -2,15 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 1.800 | 0,00 | 258 | 0,39 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.568 | 12,93 | 368 | 13,58 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 38.262 | -1,94 | 5.484 | -1,40 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 360.011 | 7,85 | 51.601 | 8,44 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 3.024 | -7,38 | 441 | -7,56 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 2.556 | 0,00 | 373 | 1,64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.906 | 12,17 | 861 | 14,06 | ||||
| 2026-02-17 | 13F | Obsido Oy | 38.087 | 6,31 | 5.459 | 6,91 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.452 | 212 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 21.451 | -0,37 | 3.127 | 1,33 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 1.807 | 259 | ||||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 4 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 87.516 | -43,37 | 12.553 | -42,87 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 9.809 | -10,89 | 1.406 | -10,45 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 244 | 2,09 | 35 | 0,00 | ||||
| 2026-02-13 | 13F | Causeway Capital Management Llc | 72.930 | -19,17 | 10.453 | -18,72 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 84.544 | 1,06 | 12.118 | 1,61 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26.753 | 0,53 | 3.900 | 2,25 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 13.478 | 0,19 | 1.932 | 0,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 11.891 | 0,09 | 1.704 | 0,65 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.940 | 574 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.739 | -1,13 | 691 | 0,58 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 2.787 | 0,00 | 409 | 2,26 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 21.607 | 52,01 | 3.097 | 52,81 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 65.183 | -0,51 | 9.343 | 0,03 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.588 | -7,84 | 232 | -6,10 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 5.762 | -0,03 | 1 | |||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 150 | 0,00 | 22 | 0,00 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 28.062 | 4.022 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 4.128 | -3,46 | 592 | -2,96 | ||||
| 2026-01-30 | 13F | State of New Jersey Common Pension Fund D | 1.512.875 | 216.840 | ||||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 1.469.496 | 0,84 | 210.623 | 1,39 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 8 | 0,00 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.617 | 0,00 | 382 | 1,60 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2.949 | 0,00 | 430 | 1,66 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 5.728 | 71,19 | 821 | 72,48 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 6.087 | 38,06 | 872 | 38,85 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 9.831 | 9,40 | 1.409 | 9,99 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 3.017 | 433 | ||||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 7.132 | -19,13 | 1.022 | -18,70 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2.526 | -1,98 | 362 | -1,36 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 353 | 0,00 | 52 | 2,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 19.843 | -5,83 | 2.844 | -5,33 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 8 | 1 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 61.598 | 2,02 | 8.829 | 2,58 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 6.301 | 0,48 | 925 | 2,67 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.708 | -99,84 | 245 | -99,57 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70.841 | 3,92 | 10.328 | 5,70 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 2.543 | 0,00 | 371 | 1,65 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.390 | 203 | ||||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 3.768 | 14,56 | 540 | 15,38 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 623 | 139,62 | 89 | 140,54 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 6.838 | 0,00 | 980 | 0,62 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 347.252 | -0,49 | 49.772 | 0,06 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.658 | -15,97 | 1.116 | -14,55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37.978 | -2,14 | 6 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Argent Trust Co | 1.626 | 0,00 | 233 | 0,87 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 44 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 128.997 | 129 | ||||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 1.896 | 1,39 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 17.883 | -2,20 | 2.607 | -0,50 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 8.868 | -11,81 | 1.271 | -11,30 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1.782 | 24,09 | 260 | 26,34 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 23.446 | 3.361 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 13.140 | -2,30 | 1.883 | -1,77 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 167.852 | -0,53 | 26.897 | 11,20 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 1.876.400 | 0,87 | 269 | 1,13 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 5.326 | -6,30 | 763 | -5,80 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14.613 | 3,40 | 2.130 | 5,19 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 2.064 | 30,30 | 296 | 31,11 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 70.413 | -1,50 | 10.265 | 0,19 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24.325 | 1,68 | 3.546 | 3,44 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 5.499 | -0,40 | 791 | 0,38 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 1.850 | 0,00 | 265 | 0,76 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 654.171 | -0,56 | 93.762 | -0,02 | ||||
| 2025-11-14 | 13F | Midwestern Financial, LLC /IA | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 1.429 | 0,00 | 208 | 1,96 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.562 | -1,88 | 228 | -0,44 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 68.324 | -1,49 | 10 | 0,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77.512 | 20,00 | 11.301 | 22,06 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 20.327 | -5,98 | 2.913 | -5,45 | ||||
| 2026-02-09 | 13F | First National Trust Co | 1.810 | 5,11 | 259 | 5,71 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.220 | -3,71 | 175 | -3,33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 2.031 | 291 | ||||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 5.051 | -93,67 | 724 | -93,64 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 353 | 2,32 | 51 | 2,04 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 433 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 2.844 | -18,91 | 408 | -18,44 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 83.604 | 11.982 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | -36,84 | 28 | -37,21 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 514 | -12,14 | 75 | -10,84 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2.740 | 8,00 | 400 | 9,92 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.694 | -0,55 | 7.099 | 1,15 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 2.594 | 15,44 | 372 | 15,94 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6.479 | 50,81 | 945 | 53,50 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 3.659 | -14,89 | 544 | -11,27 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 801.376 | 18,93 | 114.861 | 20,38 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 5.180 | 35,07 | 742 | 35,90 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 101 | -49,50 | 14 | -50,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0,00 | 3 | 0,00 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 3.667 | 0,00 | 526 | 0,57 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 15.276 | 28,28 | 2.190 | 28,99 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 198 | -46,77 | 28 | -47,17 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.326 | 0,00 | 333 | 0,60 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 8.467 | 0,12 | 1.214 | 0,66 | ||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 61.864 | 5,42 | 8.867 | 5,99 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 441.988 | -2,77 | 63.350 | -2,23 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 10.092 | -22,54 | 1.446 | -22,13 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 196.673 | 17,17 | 28.189 | 17,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.962 | 39,12 | 6.588 | 39,88 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 41.690 | 11,77 | 5.975 | 12,40 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 57.694 | 3,80 | 8.269 | 4,37 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 3.781 | 4,05 | 544 | 5,23 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2.500 | 0,00 | 364 | 1,68 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42.085 | 11,81 | 6.136 | 13,72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24.657 | 0,00 | 3.595 | 1,73 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 28.645 | -2,16 | 4.176 | -0,48 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 238 | 0,00 | 34 | 0,00 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 45.606 | -3,37 | 6.750 | -0,22 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17.696 | -41,56 | 2.596 | -41,61 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.732 | 0,17 | 253 | 2,02 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 438 | 0,00 | 64 | 1,61 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 9.212 | -24,78 | 1.320 | -24,36 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 455 | 1,56 | 65 | 3,17 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.187 | 0,00 | 170 | 0,59 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 63.105 | 0,66 | 9.045 | 1,21 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27.562 | 2,65 | 4.018 | 4,42 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.443 | -4,74 | 637 | -4,22 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7.207 | -1,41 | 1.033 | -1,24 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 140 | 0,00 | 20 | 5,26 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 6.609 | 72,06 | 947 | 73,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.457 | -56,48 | 212 | -55,74 | ||||
| 2026-02-04 | 13F | Raelipskie Partnership | 1.470 | 0,00 | 211 | 0,48 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 1.952 | 280 | ||||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 6 | 1 | ||||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27.583 | 7,49 | 4.021 | 9,36 | ||||
| 2026-04-20 | 13F | City State Bank | 1.381 | 0,00 | 201 | 2,03 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 162 | 23 | ||||||
| 2025-11-03 | 13F | Summit Rock Advisors, LP | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 15.885 | -2,14 | 2.277 | -1,60 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 18 | 3 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 228 | 0,00 | 33 | 0,00 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 11.687 | 0,00 | 1.675 | 0,60 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 15.658 | 0,29 | 2.244 | 0,85 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 194 | 19,75 | 28 | 17,39 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.563 | -2,84 | 367 | -2,39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 3.727 | 0,13 | 534 | 0,75 | ||||
| 2026-04-14 | 13F | Flower City Capital | 41.620 | 3,08 | 6.068 | 4,84 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 3.706 | 5,28 | 531 | 5,99 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 2.777 | -19,97 | 398 | -19,43 | ||||
| 2026-02-18 | 13F | Cim, Llc | 2.539 | 2,75 | 364 | 3,13 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.478 | -15,55 | 785 | -15,04 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 2.287 | -2,68 | 328 | -2,39 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13.175 | 6,04 | 1.921 | 7,87 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 60 | 1,69 | 9 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.603 | -2,02 | 230 | -1,72 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 15.364 | -0,24 | 2.202 | 0,32 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3.328 | -1,89 | 477 | -1,45 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 434 | 8,50 | 62 | 8,77 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 3.860 | 2,33 | 553 | 2,98 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.225 | 2,32 | 1.752 | 2,88 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 878 | 0,00 | 128 | 1,60 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20.619 | 7,20 | 3.006 | 9,07 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 24.667 | -4,93 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 293.234 | 3,19 | 42.029 | 3,75 | ||||
| 2026-04-24 | 13F | Balentine LLC | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 4.782 | 10,41 | 685 | 11,02 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 83.659 | 28,72 | 11.991 | 29,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 25 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.390 | -1,97 | 348 | -0,29 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 55.483 | -7,48 | 7.952 | -90,70 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.636 | -0,24 | 239 | 1,28 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100.324 | 14.626 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12.911 | 3,10 | 2 | 0,00 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 2.281 | -42,18 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9.909 | -2,09 | 1.444 | -0,41 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.422 | 0,00 | 207 | 1,97 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 4.647 | 666 | ||||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 4.325 | 22,73 | 620 | 23,31 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.299 | -11,15 | 473 | -10,78 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 22.833 | -0,53 | 3.405 | 4,58 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 3.048 | 8,66 | 437 | 9,27 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 5.419 | 0,00 | 772 | 6,04 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 25.697 | 3,90 | 3.682 | 4,60 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 2.165 | 3,99 | 310 | 4,73 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 24.070 | -7,77 | 3.450 | -7,28 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 30.384 | 8,11 | 4.355 | 8,69 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.533 | 224 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429,09 | 85 | 460,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.679 | 4,89 | 384 | 5,49 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 152.935 | -12,26 | 21.920 | -11,78 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.308 | 0,62 | 1.357 | 2,42 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 3.949 | 30,24 | 615 | 42,13 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 150 | 57,89 | 0 | |||||
| 2026-01-27 | 13F | WealthCollab, LLC | 387 | 56,68 | 55 | 57,14 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1.504 | -17,68 | 220 | -16,41 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 16 | 6,67 | 2 | 0,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 94 | 0,00 | 14 | 0,00 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 18.088 | -2,51 | 2.637 | -0,83 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 2.755 | -7,39 | 395 | -7,08 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 16.143 | 0,00 | 2.314 | 0,52 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4.682 | -0,53 | 671 | 0,15 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 29.702 | -45,31 | 4.257 | -45,01 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 142.149 | 4,06 | 20.374 | 4,63 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.980 | 284 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7.976 | -0,03 | 1.163 | 1,66 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 35 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18.577 | 2.708 | ||||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 19.969 | 6,48 | 2.872 | 7,73 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 317 | 0,00 | 45 | 0,00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Fiera Capital Corp | 2.644 | 0,00 | 379 | 0,53 | ||||
| 2026-02-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 15.938 | -21,30 | 2.284 | -20,86 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 8.658 | 0,00 | 1.262 | 1,77 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 351.225 | 1,68 | 50.341 | 2,23 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7.091 | 1,82 | 1.034 | 3,51 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 18.577 | -0,41 | 2.708 | 1,31 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136.332 | 0,50 | 19.876 | 2,23 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 11.463 | -0,10 | 2 | 0,00 | ||||
| 2025-11-13 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.821 | 7,50 | 265 | 9,50 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.207 | 5,58 | 759 | 7,51 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 42.940 | -7,60 | 6.155 | -7,10 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 4.360 | 0,00 | 625 | 0,48 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 31.543 | 0,28 | 4.521 | 0,83 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 216 | 31 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 211.317 | -1,28 | 30.288 | -0,74 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 296 | 0,00 | 42 | 0,00 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 1 | 0 | ||||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 7.510 | 1.076 | ||||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 11.246 | -3,08 | 1.612 | -2,60 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 6.307 | 0,00 | 904 | 0,44 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 515 | 0,00 | 75 | 2,74 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1.872 | -16,28 | 273 | -15,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 223.481 | -5,97 | 32.032 | -5,45 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 10.334 | 0,00 | 1.481 | 0,54 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 47.496 | -9,14 | 6.924 | -7,58 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 2.028 | 0,00 | 291 | 0,35 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 246 | 0,00 | 35 | 0,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 47.601 | -17,43 | 6.823 | -16,98 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4.932 | 16,73 | 719 | 19,44 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 152 | 0,00 | 22 | 0,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 1.849 | -7,36 | 265 | -6,69 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 3.005 | -0,56 | 431 | 0,00 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 12.652 | 3,05 | 1.813 | 3,60 | ||||
| 2026-02-17 | 13F | Fmr Llc | 72.810 | -79,72 | 10.436 | -79,61 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 63.228 | 1,56 | 9.062 | 2,11 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14.179 | -0,55 | 2.067 | 1,17 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 8.878 | -1,66 | 1.285 | -0,46 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 3.032 | 43,22 | 434 | 44,19 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.449 | 9,59 | 781 | 10,31 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.181.124 | -7,00 | 169.291 | -6,49 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 4.944.180 | -0,17 | 708.649 | 0,37 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.742 | 0,00 | 254 | 1,61 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 14.990 | -49,91 | 2.149 | -49,64 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 221.753 | -6,08 | 31.784 | -5,56 | ||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12.558 | 2,13 | 1.831 | 3,86 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 46.045 | 111,70 | 6.600 | 112,87 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 6.002 | 3,13 | 860 | 3,74 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 4.254 | 0,00 | 620 | 1,81 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.650 | 386 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 61 | 12,96 | 9 | 14,29 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 200 | 0,00 | 29 | 0,00 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.073 | 2.149 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 2.629 | 0,00 | 383 | 1,86 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 11.785 | -77,86 | 1.741 | -77,02 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10.635 | -2,25 | 1.550 | -0,58 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 10.415 | 10,06 | 1.493 | 10,68 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67.197 | 185,90 | 9.797 | 190,86 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 7.714 | 24,50 | 1.106 | 25,14 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.368 | -2,83 | 491 | -1,01 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 1.774 | 0,00 | 259 | 1,57 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.483 | 213 | ||||||
| 2025-11-06 | 13F | Providence Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 5.331 | -0,97 | 764 | -0,39 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.021 | -0,68 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3.991 | -4,09 | 582 | -2,52 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 11.437 | -5,96 | 1.639 | -5,42 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 3.847 | 0,00 | 562 | 2,56 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 38 | 5 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 20.956 | 352,71 | 3.004 | 355,69 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 5.569 | -0,70 | 798 | -0,13 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 1.487 | 0,34 | 213 | 0,95 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.271 | 1.206 | ||||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 437 | 63 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 140.988 | 35,77 | 20.208 | 36,52 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5.832 | 0,00 | 850 | |||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 2.523 | -14,18 | 362 | -13,84 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.100 | 0,00 | 444 | 0,68 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 6.465 | 470,11 | 927 | 475,16 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 3.266 | 28,58 | 468 | 29,28 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 7.155 | -19,48 | 1.043 | -18,07 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 24.145 | 1,92 | 3.461 | 2,49 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 7.970 | -66,67 | 1.190 | -65,06 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 28.520 | 2,95 | 4.088 | 3,52 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 2.239 | 0,00 | 321 | 0,31 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 1.455 | 209 | ||||||
| 2025-11-12 | 13F | Kcm Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 14.249 | -18,32 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39.591 | 2,96 | 5.772 | 4,72 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 2.004 | 0,45 | 287 | 1,06 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 35.459 | -0,29 | 5.082 | 0,26 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 4.865 | 5,08 | 697 | 5,61 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62.922 | 10,75 | 9.173 | 12,65 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 29.581 | 4.240 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 557 | -2,11 | 80 | -2,47 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2.757 | -6,48 | 395 | -5,95 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.488 | 357 | ||||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 11.293 | -4,95 | 1.610 | 0,81 | ||||
| 2026-02-12 | 13F | Peterson Wealth Services | 60 | -98,23 | 9 | 0,00 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1.960 | 286 | ||||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 68.039 | -1,95 | 9.919 | -0,26 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 35.500 | 0,00 | 5.176 | 1,71 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 326.754 | -9,55 | 46.834 | -9,06 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3.088 | -6,79 | 450 | -5,06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 7.936 | -0,19 | 1.157 | 1,49 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.922 | 62,07 | 717 | 64,83 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 177.292 | -4,51 | 25.411 | -3,98 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 2.830 | -34,35 | 0 | |||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 84.697 | -2,57 | 12.140 | -2,03 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 3.326 | 0,30 | 477 | 0,85 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 43 | -57,00 | 6 | -57,14 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 7.087 | 0,00 | 1.016 | 0,00 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.687 | -2,72 | 538 | -1,10 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 1 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 2.350 | -98,14 | 0 | -100,00 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 426 | 0,00 | 61 | 1,67 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 62 | -99,40 | 10 | -98,42 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 86 | 12 | ||||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 3.049 | -8,96 | 437 | -8,39 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 200 | 0,00 | 29 | 3,57 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 28.459 | -0,18 | 4.079 | 0,37 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 2.337 | 0,00 | 364 | 4,60 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3.435 | -22,29 | 492 | -21,90 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 1.866 | 0,00 | 287 | 7,52 | ||||
| 2026-02-10 | 13F | Investment Partners, Ltd. | 5.511 | 0,25 | 790 | 0,77 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 1.890 | 0,00 | 271 | 0,37 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 11.831 | 17,46 | 1.696 | 18,12 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68.016 | 4,83 | 9.916 | 6,64 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 72 | -2,70 | 11 | 0,00 | ||||
| 2026-01-26 | 13F | Pacific Life Fund Advisors LLC | 183.882 | -27,42 | 26.356 | -27,03 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2.255 | 40,67 | 329 | 43,23 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 1.505 | -9,28 | 216 | -8,90 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 28.545 | -30,10 | 4.091 | -29,72 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 3.415 | -57,96 | 490 | -57,74 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 5.536 | 74,97 | 1 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.979 | -11,68 | 434 | -10,14 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 5.212 | 0,00 | 760 | 1,61 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 6.487 | 477 | ||||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 81 | 0,00 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.657 | -9,55 | 242 | -8,02 | ||||
| 2026-02-13 | 13F | State Street Corp | 385.489 | 0,00 | 55.252 | 0,55 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 5.189 | 5,85 | 744 | 6,45 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 35.804 | -0,28 | 5.132 | 0,25 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 2.619 | -4,97 | 375 | -5,06 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 477 | -1,24 | 68 | 6,25 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 1.730 | 0,00 | 252 | 2,02 | ||||
| 2026-01-29 | 13F | Matisse Capital | 2.337 | 0,00 | 335 | 0,30 | ||||
| 2026-01-29 | 13F | UBS Group AG | 502.968 | 4,18 | 72.090 | 4,75 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 1.330 | -26,32 | 205 | -20,62 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 3.765 | 0,00 | 1 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 6.022 | 0,00 | 863 | 0,58 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 720 | -19,73 | 103 | -18,90 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14.285 | -5,23 | 2.083 | -3,61 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 10.152 | -10,04 | 1.455 | -9,51 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Plancorp, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 1.766 | 253 | ||||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17.818 | 5,05 | 2.598 | 6,83 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39.803 | 2,53 | 5.803 | 4,28 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 312.132 | -2,12 | 44.745 | -1,93 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 4.463 | -3,46 | 640 | -3,03 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17.165 | 13,88 | 2.460 | 14,53 | ||||
| 2026-02-09 | 13F | Accent Capital Management, LLC | 200 | 0,00 | 29 | 0,00 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 26 | 0,00 | 4 | 0,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11.575 | -0,51 | 1.650 | 5,57 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 223 | -2,62 | 33 | 0,00 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 4.440 | -5,21 | 636 | -4,65 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 65 | 0,00 | 9 | 0,00 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 62.952 | 1,26 | 9.023 | 1,81 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 14.814 | 0,00 | 2.123 | 0,57 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 180.583 | 0,76 | 25.883 | 1,31 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 180.872 | -3,19 | 27.767 | 1,20 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 42 | 5,00 | 6 | 20,00 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 87.909 | -1,81 | 12.593 | -1,27 | ||||
| 2026-02-12 | 13F | Betterment LLC | 4.532 | 132,65 | 1 | |||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 9.370 | -2,85 | 1.343 | -2,26 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25.687 | 5,94 | 3.743 | 7,71 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 28 | 0,00 | 4 | 33,33 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.548 | 0,00 | 226 | 1,81 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 1.558 | 7,82 | 223 | 8,78 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 3.297 | 1,95 | 473 | 2,61 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 17.916 | -9,77 | 2.568 | -9,29 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 86.551 | -34,03 | 12.405 | -29,64 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 35 | 400,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 18.633 | -0,24 | 2.717 | 1,46 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 24.741 | 1,05 | 3.607 | 2,76 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 6.182 | 24,06 | 886 | 24,79 |
