Grundlæggende statistik
| Institutionelle ejere | 1331 total, 1329 long only, 0 short only, 2 long/short - change of 6,03% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6171 % - change of 1,21% MRQ |
| Institutionelle aktier (lange) | 604.777.877 (ex 13D/G) - change of 15,22MM shares 2,58% MRQ |
| Institutionel værdi (lang) | $ 29.743.068 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) har 1331 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 604,777,877 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Morgan Stanley, Creative Planning, Raymond James Financial Inc, Wealthfront Advisers Llc, Charles Schwab Investment Management Inc, Fmr Llc, Northern Trust Corp, and Tiaa Trust, National Association .
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 15, 2026 is 50,27 / share. Previously, on April 16, 2025, the share price was 48,71 / share. This represents an increase of 3,20% 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 | Adviser Investments LLC | 4.014.749 | 4,53 | 201.902 | 4,99 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 4.597 | 0,00 | 229 | -1,30 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 11.278 | -17,07 | 567 | -16,62 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 687.459 | -52,22 | 34.572 | -52,01 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 147.562 | 0,94 | 7.421 | 1,38 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 87.800 | 875,56 | 4.415 | 881,11 | |||
| 2026-02-13 | 13F | Umb Bank N A/mo | 88.011 | -24,83 | 4.426 | -24,50 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 42.941 | -85,98 | 2.160 | -85,92 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 110.221 | -0,11 | 5.543 | 0,34 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 202.020 | -6,84 | 10.160 | -6,43 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 10.000 | 503 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 10.200 | -38,92 | 513 | -38,76 | |||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 219.607 | 7,87 | 11.044 | 8,35 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 19.310 | 0,00 | 971 | 0,52 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 13.977 | 38,83 | 703 | 39,29 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 33.898 | -3,91 | 1.705 | -3,46 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 12.972 | -3,71 | 1 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4.602 | 0,00 | 231 | 0,43 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 7.313 | 5,30 | 368 | 5,76 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 6.675 | 0,00 | 337 | 0,90 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 37.495 | 1,10 | 1.885 | 1,56 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 901.670 | -8,68 | 45.345 | -8,28 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.369 | 49,37 | 421 | 50,00 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 571 | 29 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 9.756 | 2,06 | 487 | 1,25 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 12.682 | 0,03 | 638 | 0,47 | ||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 17.951 | 903 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 1.742 | 5,01 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 25.172.743 | 9,45 | 1.265.937 | 9,93 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 53.228 | 2.677 | ||||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 699.992 | 6,40 | 35.203 | 6,87 | ||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 10.784 | 542 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 108.866 | -0,84 | 5.475 | -0,40 | ||||
| 2025-10-22 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 29.553 | 1.486 | ||||||
| 2026-01-20 | 13F | Nvwm, Llc | 50 | 13,64 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Conquis Financial Llc | 56.554 | 40,37 | 2.844 | 41,00 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10.840 | 0,00 | 545 | 0,55 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 220.528 | 0,11 | 11.002 | -0,68 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 19.303 | 0,24 | 971 | 0,62 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Burney Co/ | 60.512 | 4,52 | 3.043 | 5,00 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 18.671 | 7,01 | 939 | 7,69 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 5.974 | 14,86 | 298 | 14,18 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 12.285 | 5,10 | 618 | 5,47 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 22.684 | 2,61 | 1.141 | 3,07 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 5.232 | -4,96 | 263 | -4,36 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 61.885 | 3.136 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 4.044 | 203 | ||||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 64.104 | 0,22 | 3.198 | -0,56 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 91.743 | 2,79 | 4.614 | 3,22 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 320 | -50,00 | 16 | -53,12 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 102.101 | 13,77 | 5.094 | 12,85 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 7.833 | 394 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 73.013 | -10,03 | 3.672 | -9,65 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 4.588 | -16,85 | 231 | -16,67 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 4.437 | -40,47 | 223 | -40,21 | ||||
| 2026-02-19 | 13F | Lexington Hill Partners, LLC | 395.788 | 19.904 | ||||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 6.767 | 1,14 | 340 | 1,49 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 106.720 | 14,35 | 5.367 | 14,85 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 4.051 | 204 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 14.095 | -1,43 | 712 | -1,39 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.881 | 126,08 | 95 | 131,71 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 8.666 | 3,78 | 436 | 4,07 | ||||
| 2025-11-12 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 12.801 | 22,64 | 644 | 23,18 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 7.926 | 399 | ||||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 27.306 | 1.373 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 80.765 | 9,92 | 4 | 33,33 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.301 | 1.179,46 | 166 | 1.283,33 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 30.765 | 21,30 | 1.547 | 21,91 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 24.418 | 56,04 | 1.218 | 54,96 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.872 | 98,10 | 94 | 100,00 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 66.522 | -1,99 | 3.345 | -1,56 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 5.090 | -33,71 | 256 | -33,59 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 33.043 | 66,31 | 1.662 | 67,10 | ||||
| 2026-02-24 | 13F | Macco Financial Group, Inc. | 5.199 | 261 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 26.781 | -36,83 | 1.339 | -37,31 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 41.165 | -55,74 | 2.070 | -55,54 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 23.915 | 4,25 | 1.193 | 3,47 | ||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 8.559 | 0,00 | 428 | 1,91 | ||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 761.194 | -3,01 | 38.280 | -2,59 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 32.715 | 1.645 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 57.842 | 7,20 | 2.886 | 6,34 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 36.651.506 | 2,53 | 1.843.204 | 2,98 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 490 | 653,85 | 25 | 700,00 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 3.977 | 200 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 7.134 | 43,43 | 359 | 43,78 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 809.643 | 4,66 | 40.717 | 5,12 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 57.185 | 14,27 | 2.876 | 14,77 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 250 | 0,00 | 13 | 0,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7.022 | 353 | ||||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 16.883 | -13,61 | 849 | -13,19 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 15.993 | 0,00 | 798 | -0,87 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 23.498 | -9,55 | 1.182 | -9,15 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 8.668 | 0,00 | 432 | -0,69 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 31.061 | 1.562 | ||||||
| 2026-01-23 | 13F | Watershed Private Wealth Llc | 87.219 | 0,44 | 4.386 | 0,87 | ||||
| 2026-01-29 | 13F | Capital Investment Services of America, Inc. | 78.725 | -17,07 | 3.959 | -16,69 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 288.485 | 2,02 | 14.508 | 2,47 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 329.923 | -0,40 | 16.592 | 0,04 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 7.895 | 28,60 | 397 | 29,32 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 16.384 | 0,00 | 817 | -0,73 | ||||
| 2026-01-15 | 13F | Rockland Trust Co | 6.450 | 0,00 | 324 | 0,62 | ||||
| 2026-01-26 | 13F | Next Level Wealth Planning, LLC | 6.926 | 5,98 | 348 | 6,42 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 32.517 | 174,68 | 1.635 | 176,18 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 63.535 | -2,87 | 3.211 | -2,96 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 20.542 | -0,12 | 1.025 | -0,97 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 19.777 | -4,89 | 520 | -50,05 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 288.336 | 5,06 | 14 | 7,69 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 180.445 | 4,92 | 14.589 | 69,43 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 980.932 | -0,75 | 49.331 | -0,31 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 239.423 | 3,01 | 12.041 | 3,46 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 289.606 | 1,70 | 14.448 | 0,89 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 65.293 | 1,92 | 3.284 | 2,37 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 1.020 | 51 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 3.507 | 9,29 | 176 | 10,00 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 110.055 | 7,62 | 5.535 | 8,09 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 8.874 | -34,09 | 446 | -33,83 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 10.168 | 50,93 | 511 | 51,63 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 515.211 | 6,92 | 25.970 | 7,83 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 4.314 | 218 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 793.591 | 0,81 | 39.909 | 1,25 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 2.000 | 0,00 | 101 | 0,00 | ||||
| 2026-02-03 | 13F | Mokosak Advisory Group, LLC | 5.124 | 1,12 | 258 | 1,58 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 101.688 | 11,65 | 5.114 | 12,13 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 62.977 | 1,87 | 3.167 | 2,33 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 6.676 | 336 | ||||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 22.796 | -46,07 | 1.146 | -45,84 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 25.325 | 42,51 | 1.274 | 43,19 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8.429 | 16,73 | 424 | 16,16 | ||||
| 2026-04-06 | 13F | CX Institutional | 589.649 | 4,47 | 29 | 3,57 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 9.957 | -3,09 | 501 | -2,15 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 22.561 | 4,20 | 1.135 | 4,61 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 2.347.359 | 0,11 | 118.049 | 0,55 | ||||
| 2026-03-17 | 13F | Carter Financial, LLC | 20.989 | 1.056 | ||||||
| 2026-01-26 | 13F | Riverview Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 5.727 | -2,92 | 286 | -3,72 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 147.252 | 0,31 | 7.346 | -0,49 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 28.036 | 12,14 | 1.404 | 14,53 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 53.065 | -8,69 | 2.669 | -8,28 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 | 0 | ||||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 88.574 | 13,63 | 4.454 | 14,15 | ||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 9.377 | -6,95 | 472 | -6,55 | ||||
| 2025-12-08 | 13F | Tull Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 97.593 | -9,37 | 4.908 | -8,98 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 12.640 | -31,86 | 631 | -32,40 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 81.556 | 20,71 | 4.101 | 21,26 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 9.772 | 10,62 | 491 | 11,09 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 5.440 | 0,00 | 274 | 0,37 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 12.915 | 644 | ||||||
| 2026-02-17 | 13F | State Of Wisconsin Investment Board | 309.000 | 0,00 | 15.540 | 0,44 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 4.593 | 9,10 | 231 | 9,52 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 69.451 | 3,98 | 3.493 | 4,43 | ||||
| 2026-01-16 | 13F | Financial Planning Navigators CORP | 84.934 | 4.271 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 40.243 | -1,73 | 2.024 | -1,32 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 95.606 | -32,20 | 4.808 | -31,90 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 438.026 | 8,40 | 21.853 | 7,54 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 21.809 | -25,94 | 1.088 | -26,19 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 1.901 | 14,52 | 0 | |||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 6.519 | 12,09 | 328 | 12,37 | ||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 4.026 | -55,40 | 202 | -55,21 | ||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 75.100 | -9,92 | 3.747 | -10,64 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 7.261 | 0,00 | 362 | -0,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 109.683 | 48,89 | 5.516 | 49,54 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 68.472 | 23,58 | 3.416 | 22,61 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 126.134 | -9,43 | 6.343 | -9,03 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.640 | 26,46 | 284 | 26,91 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 4.197 | 0,84 | 211 | 1,44 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 15.064 | 5,92 | 758 | 6,32 | ||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 5.980 | -2,67 | 301 | -2,28 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 2.208 | 0,00 | 111 | 0,91 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 847.429 | 8,65 | 42.617 | 9,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 102 | 5 | ||||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 5.840 | 0,00 | 294 | 0,34 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 228.992 | 4,84 | 11.424 | 4,01 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 10.146 | -78,58 | 510 | -78,49 | ||||
| 2026-02-06 | 13F | Lazard Freres Gestion S.A.S. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 71.361 | 72,82 | 3.589 | 73,58 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 11.497 | 578 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.034.038 | 127,14 | 202.870 | 128,13 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 276.450 | 77,97 | 13.903 | 78,76 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 611.269 | 2,89 | 30.741 | 3,34 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 43.600 | -7,23 | 2.193 | -6,84 | |||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 31.007 | 3.360,60 | 1.559 | 3.443,18 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 92.832 | 7,66 | 4.669 | 8,13 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 59.300 | 70,40 | 2.982 | 71,18 | |||
| 2026-02-11 | 13F | Argonautica Private Wealth Management, Inc | 11.446 | 0,00 | 576 | 0,35 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 124.241 | -6,43 | 6.248 | -6,00 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 51.743 | 6,68 | 2.602 | 7,17 | ||||
| 2026-01-22 | 13F | Vicus Capital | 81.691 | 0,25 | 4.108 | 0,69 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 145.313 | 55,03 | 7.308 | 55,70 | ||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 29.314 | 1.474 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 71.529 | 7,44 | 3.597 | 7,92 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 12.788 | 0,00 | 643 | 0,47 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 36.759 | 1,18 | 1.849 | 1,65 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 43.816 | 8,20 | 2.204 | 8,68 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 243.860 | -7,68 | 12.264 | -7,28 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Maia Wealth LLC | 4.852 | -41,44 | 246 | -41,01 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 10.793 | -23,86 | 543 | -23,55 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 64.858 | 1,67 | 3.262 | 2,13 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 42.176 | -3,15 | 2.121 | -2,71 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 25.798 | 97,26 | 1.287 | 95,89 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 13.609 | 1,13 | 684 | 1,63 | ||||
| 2026-02-05 | 13F | Berman McAleer LLC | 10.447 | 0,00 | 525 | 0,38 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 124.115 | 49,36 | 6.242 | 50,02 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 1.162.771 | 0,31 | 58.476 | 0,75 | ||||
| 2026-02-13 | 13F | Shepherd Kaplan Krochuk, Llc | 9.827 | 0,00 | 494 | 0,41 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 145.433 | 13,81 | 7.256 | 12,90 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 120.992 | -3,04 | 6.085 | -2,61 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 86.015 | 4,52 | 4.326 | 4,98 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 4.303 | 4,72 | 215 | 3,38 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 21.702 | -0,45 | 1.083 | -1,10 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 66.157 | -2,35 | 3.327 | -1,92 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.126 | 206 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 991.532 | 4,53 | 49.864 | 105.993,62 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 6.323 | -12,93 | 318 | -12,67 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 17.842 | -0,76 | 897 | -0,33 | ||||
| 2026-01-26 | 13F | Heritage Wealth Management, Inc. | 5.425 | 4,53 | 273 | 5,02 | ||||
| 2025-11-05 | 13F | a16z Perennial Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 214.431 | 81,77 | 10.784 | 82,58 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 210.179 | 7,58 | 10.570 | 8,05 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 48.947 | 2,37 | 2.462 | 2,80 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 2.035 | 102 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 367.123 | 10,18 | 18.463 | 10,67 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 48 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 250.690 | 42,11 | 12.607 | 42,74 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1.000 | 50 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.384 | -1,01 | 271 | -0,74 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 386 | 0,00 | 19 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.648.740 | -12,36 | 82.915 | -11,97 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 11.983 | 603 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 977.185 | 11,22 | 49.143 | 11,71 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 4.546 | 175,52 | 227 | 175,61 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 302.771 | -0,69 | 15.320 | 0,54 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 8.954 | 0,00 | 450 | 0,45 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 49.646 | 87,16 | 2.497 | 87,95 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 66.840 | 1,96 | 3.335 | 1,15 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 10.581 | 532 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 66.979 | -0,31 | 3.368 | 0,12 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 104.551.572 | 5,51 | 5.257.899 | 5,98 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 110.795 | -1,11 | 5.572 | -0,68 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 7.477 | 376 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 133.490 | 4,72 | 6.713 | 5,19 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 28.422 | 0,58 | 1.429 | 1,06 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 23.951 | -0,46 | 1.204 | 0,00 | ||||
| 2026-01-15 | 13F | Birch Financial Group, Llc | 8.161 | -1,91 | 410 | -1,44 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 80.781 | 6,75 | 4.088 | 7,86 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 48.902 | -4,20 | 2.459 | -3,76 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 19.174 | -5,33 | 964 | -4,93 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.365.610 | 796,28 | 68.130 | 789,19 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 6.255 | 0,00 | 315 | 0,32 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 310.975 | 185,67 | 15.639 | 187,41 | ||||
| 2026-01-08 | 13F | Thoma Capital Management LLC | 4.400 | 0,00 | 221 | 0,45 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 5.138 | 15,02 | 258 | 15,70 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 11.630 | -24,32 | 585 | -24,06 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 26.668 | 11,41 | 1.341 | 11,94 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 12 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 15.115 | 7,82 | 754 | 6,95 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 36.560 | -5,51 | 1.824 | -6,22 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 4.625 | 12,12 | 233 | 12,62 | ||||
| 2025-10-31 | 13F | OneAscent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 24.509 | 1.233 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 7.665 | 16,45 | 385 | 17,02 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 346.623 | 1,82 | 17.432 | 2,26 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 75.537 | -2,07 | 3.799 | -1,66 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 6.303 | -13,94 | 317 | -13,66 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 465.886 | 14,69 | 23.243 | 13,79 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 11.592 | 1,88 | 583 | 2,28 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 5.040 | 8,90 | 251 | 8,19 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 45 | -57,94 | 2 | -60,00 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 3.386 | 170 | ||||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 22.998 | 1,59 | 1.147 | 0,79 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 86.280 | 4,43 | 4.339 | 4,91 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 87.348 | -8,16 | 4.393 | -7,77 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 8.374 | 29,23 | 418 | 28,31 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 114 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 23.552 | 10,69 | 1.184 | 10,56 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 26.577 | 8,13 | 1.326 | 7,20 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 5.437 | 81,23 | 274 | 83,89 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 7.919 | -2,17 | 398 | -1,73 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 8.922 | 1,64 | 449 | 2,05 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 9.221 | -42,17 | 464 | -41,98 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 19.217 | -16,88 | 966 | -16,51 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 52.590 | 84,44 | 2.645 | 85,28 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6.256 | -35,65 | 312 | -36,07 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 22.259 | 74,48 | 1.119 | 75,39 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 7.938 | -1,81 | 399 | -1,24 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 1 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | BCS Wealth Management | 8.688 | 4,07 | 437 | 4,56 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 22.485 | 73,66 | 1.131 | 74,38 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 5.017 | -2,45 | 252 | -1,95 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 18.074 | 909 | ||||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 102.361 | 2,63 | 5.148 | 3,08 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4.141.430 | 10,61 | 208.272 | 11,10 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 36.401 | 0,95 | 1.831 | 1,39 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 554.843 | 96,45 | 27.681 | 94,90 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 66.476 | 9,80 | 3.343 | 10,29 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 30.584 | 1.538 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.020 | 0,12 | 201 | -0,50 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 4.887 | 1,12 | 246 | 1,66 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 37.160 | 21,99 | 1.869 | 22,49 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Invst, LLC | 100.901 | 5,23 | 5.074 | 5,69 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 17.919 | 894 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 62.297 | 147,22 | 3.133 | 148,37 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 15.239 | 4,74 | 760 | 3,97 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 366.394 | 71,01 | 18.426 | 71,76 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.737 | 15,00 | 137 | 14,29 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 203.717 | 4,77 | 10.245 | 5,23 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 40.232 | 0,00 | 2.023 | 0,45 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.872 | 1,64 | 547 | 2,06 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 146.149 | 7.350 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1.432.285 | 6,57 | 72.030 | 7,04 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 793.054 | -7,78 | 39.883 | -7,38 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 13.954 | 9,57 | 698 | 8,91 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 2.555 | -5,16 | 128 | -4,48 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 36.115 | 105,37 | 1.816 | 106,36 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 48.613 | 24,14 | 2.445 | 24,69 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 7.307 | 5,68 | 367 | 6,07 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 595.811 | 57,74 | 29.963 | 58,43 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 142.176 | 23,20 | 7.150 | 23,75 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 29.441 | -0,78 | 1.481 | -0,34 | ||||
| 2025-10-27 | 13F | VanderPol Investments L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 21.460 | -32,49 | 1.075 | -30,89 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 1.674 | 0,00 | 84 | 1,20 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 17.649 | 888 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 360 | 11,80 | 18 | 12,50 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 30.069 | -0,65 | 1.512 | -0,20 | ||||
| 2026-01-14 | 13F | LVW Advisors, LLC | 26.908 | 20,11 | 1.353 | 20,70 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 17.850 | 0,00 | 898 | 0,45 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 17.778 | -2,70 | 894 | -2,19 | ||||
| 2026-01-29 | 13F | Roth Financial Partners LLC | 237.260 | -1,50 | 11.932 | -1,07 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.707 | 136 | ||||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 6.432 | 0,00 | 323 | 0,31 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 23.415 | -16,93 | 1.178 | -16,58 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 97.569 | -16,96 | 4.907 | -16,59 | ||||
| 2025-10-28 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 492 | 0,00 | 25 | 0,00 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 1.167.628 | 5,91 | 58.720 | 6,38 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 3 | 0 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 5.838 | 293 | ||||||
| 2026-01-27 | 13F | Rainey & Randall Investment Management Inc. | 33.069 | 84,20 | 1.663 | 85,19 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6.704 | -11,26 | 334 | -11,87 | ||||
| 2026-01-21 | 13F | Penney Financial, LLC | 73.132 | 26,45 | 3.678 | 27,01 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 4.426 | 0,00 | 221 | -0,90 | ||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 4.544 | 0,00 | 229 | 0,44 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 36.266 | 2,54 | 1.809 | 1,74 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 48.646 | -0,20 | 2.446 | 0,25 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 1.867 | 1,14 | 0 | |||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 11.682 | 0,00 | 587 | 0,51 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 28.444 | 0,00 | 1.430 | 0,42 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 3.775 | -10,38 | 190 | -10,00 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 19.754 | 993 | ||||||
| 2025-10-22 | 13F | Grandview Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | Gray Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Farrell Financial LLC | 21.326 | -4,74 | 1.064 | -5,51 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 79.200 | 28,23 | 3.983 | 28,78 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.429 | 323 | ||||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 2.818 | 0,00 | 142 | 0,00 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 75.257 | 61,49 | 3.785 | 62,19 | ||||
| 2026-01-20 | 13F | Rainier Family Wealth Inc | 39.090 | 49,84 | 1.966 | 50,46 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 215.539 | 14,64 | 10.839 | 15,15 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 4 | ||||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 16.767 | 0,49 | 843 | 0,96 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 43.185 | 8,78 | 2.172 | 9,26 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 256.806 | 4,68 | 12.812 | 3,85 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 6.307 | 13,17 | 316 | 15,38 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 63.574 | 8,16 | 3.172 | 7,31 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 13.272 | 1,20 | 667 | 1,68 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 5.499 | 42,50 | 277 | -44,80 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 44.894 | 49,07 | 2.258 | 49,77 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 8.248 | 106,30 | 415 | 107,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 118.065 | 4,79 | 5.938 | 5,25 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 131.932 | 1,64 | 6.635 | 2,09 | ||||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 13.997 | 25,01 | 704 | 25,54 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 304 | 15 | ||||||
| 2026-02-13 | 13F | W Advisors, Llc | 24.361 | -4,97 | 1.225 | -4,52 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 25.864 | 17,19 | 1.301 | 17,65 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 14.964 | 1,29 | 753 | 1,76 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 21.386 | -0,66 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 82.741 | 7,85 | 4.161 | 8,33 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 158.301 | 30,87 | 7.961 | 31,44 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 31.087 | -1,08 | 1.563 | -0,64 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 602.056 | 1,22 | 30.277 | 1,67 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.105.980 | 1,01 | 55.620 | 1,46 | ||||
| 2026-01-23 | 13F | Ariston Services Group | 15.279 | 35,25 | 768 | 35,93 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 23.342 | 300,72 | 1.174 | 303,09 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 156.705 | 94,99 | 8 | 75,00 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 10.559 | 0,00 | 531 | 0,57 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 28.156 | -6,74 | 1.416 | -6,35 | ||||
| 2026-02-06 | 13F | Motco | 113 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 115.454 | 0,00 | 5.806 | 0,45 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 3.284 | 0,00 | 165 | 0,61 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 162.940 | -13,64 | 8.194 | -13,26 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 140.977 | -5,30 | 7.090 | -4,88 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 91.680 | -3,65 | 4.574 | -4,43 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 124.453 | -2,12 | 6.259 | -1,70 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 159.857 | -15,00 | 8.039 | -14,62 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 157.422 | -51,95 | 7.917 | -51,74 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17.544 | 875 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 15.349.478 | -0,84 | 771.925 | -0,40 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 837.021 | 2,37 | 42.094 | 2,82 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 364.470 | -0,07 | 18.183 | -0,86 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.410 | -29,36 | 71 | -29,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.291.956 | -28,91 | 63.259 | -31,02 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 49.130 | 0,88 | 2.471 | 1,31 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 885.687 | -0,77 | 44.187 | -1,56 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 59.678 | 0,13 | 2.977 | -0,67 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 84.688 | 5,55 | 4.259 | 6,00 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 244.855 | -3,76 | 12.314 | -3,34 | ||||
| 2026-02-03 | 13F | Jordan Park Trust Co LLC | 11.604 | 1,75 | 584 | 2,28 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 32.817 | 0,00 | 1.650 | 0,43 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 49.821 | -0,59 | 2.505 | -0,16 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Compass Planning Associates Inc | 15.107 | 1,13 | 760 | 1,61 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 18.195 | 1,38 | 915 | 1,89 | ||||
| 2025-10-20 | 13F | Hartmann Taylor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 129.442 | 6.510 | ||||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 2.670 | -41,10 | 134 | -40,97 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 24.188 | -20,98 | 1.216 | -20,99 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 136.057 | -0,98 | 6.842 | -0,54 | ||||
| 2026-02-10 | 13F | Shepherd Street Advisors LLC | 8.085 | 407 | ||||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 144.087 | -6,42 | 7.246 | -6,01 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 5.614 | 0,00 | 282 | 0,36 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 7.060 | -15,86 | 357 | -15,04 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 44.512 | -6,65 | 2.239 | -6,24 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 38.668 | 25,34 | 1.945 | 25,91 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 26.760 | 30,43 | 1.335 | 29,49 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 55.347 | -23,35 | 2.783 | -23,02 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 64.217 | 0,00 | 3.229 | 0,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 258.450 | 6,16 | 12.894 | 5,33 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 42.282 | 0,00 | 2.109 | -0,80 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 9.265 | -2,81 | 464 | -0,86 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 307.667 | 3,29 | 15.473 | 3,74 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 232.139 | 50,41 | 11.674 | 51,08 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 268.868 | -3,83 | 13.521 | -3,41 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 38.368 | 134,87 | 1.914 | 133,13 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 80.253 | 1,88 | 4.036 | 2,31 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 19.149 | -0,76 | 963 | -0,31 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 42.244 | -28,11 | 2.124 | -27,80 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 394.889 | 3,68 | 19.859 | 4,13 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 210.266 | 91,42 | 10.574 | 92,25 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 13.590 | 251,89 | 683 | 253,89 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 5.037 | 256 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 5.730 | 0,03 | 288 | 0,70 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 75 | 4 | ||||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 12.167 | 1 | ||||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 72.251 | -7,00 | 3.605 | -7,76 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 14.176 | 713 | ||||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 65.960 | -2,93 | 3.317 | -2,50 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 86.092 | 18,26 | 4.330 | 18,80 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 79.424 | -13,12 | 3.994 | -12,74 | ||||
| 2025-10-29 | 13F | Attessa Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 24.130 | 0,00 | 1.213 | 0,41 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 5.260 | -4,71 | 265 | -4,35 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 4.374 | 220 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 7.507 | -40,79 | 375 | -41,29 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 168.086 | -0,72 | 8.453 | -0,28 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 53.586 | 5,62 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 9.532 | 479 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 35.086 | -3,84 | 1.750 | -4,58 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 39.018 | 0,99 | 1.962 | 1,45 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 3.508.879 | -4,03 | 176.462 | -3,61 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 1.094.845 | 1,94 | 54.622 | 1,13 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 22.295 | 3,93 | 1.121 | 4,38 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 67.092 | 2,62 | 3.347 | 1,83 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 532.359 | 11,11 | 26.772 | 11,61 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 24.450 | -38,45 | 1.230 | -38,21 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 6.316.714 | 12,81 | 315.141 | 11,91 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 9.695 | -59,58 | 488 | -59,42 | ||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 55.704 | -4,29 | 2.801 | -3,84 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 12.182 | 9,95 | 610 | 12,15 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 445.880 | 2,27 | 22.423 | 2,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 49.601 | 1,36 | 2.475 | 0,57 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 7.871 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Sapient Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 10.425 | 524 | ||||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 59.198 | 11,66 | 2.977 | 12,17 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 372.079 | 52,86 | 18.712 | 53,53 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 12.089 | -12,16 | 608 | -11,90 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 94.562 | 20,15 | 4.636 | 20,17 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 15.902 | 1,26 | 800 | 1,65 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 4.386 | 0,00 | 221 | 0,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 23.545 | 8,39 | 1.175 | 7,51 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 51 | -1,96 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 776.196 | 24,38 | 39.035 | 24,93 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 335.895 | -19,95 | 16.892 | -19,59 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 35.360 | 1.778 | ||||||
| 2026-01-27 | 13F | WealthCollab, LLC | 95.738 | 6,52 | 4.815 | 6,98 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 34.941 | 8,40 | 1.757 | 8,93 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 248.704 | 12.507 | ||||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 136.880 | 8,40 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 1.397 | 1.325,51 | 0 | |||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 14.802 | -2,55 | 744 | -2,11 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 45.335 | 47,46 | 2.280 | 48,08 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 13.284 | -13,30 | 668 | -12,91 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 38.374 | 1.930 | ||||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 53.535 | 0,31 | 2.671 | -0,48 | ||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 191.675 | -10,46 | 9.639 | -10,07 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 21.151 | 1.055 | ||||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.027.620 | -1,53 | 102.537 | -0,55 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 6.375 | 0,00 | 318 | -0,62 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 85.077 | 27,15 | 4.279 | 27,70 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.459 | 0,14 | 73 | 1,39 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 156 | 8 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28.682 | -32,46 | 1.431 | -33,02 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 478.993 | -2,13 | 24.089 | -1,70 | ||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 15.371 | -0,45 | 773 | 0,00 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 252.425 | -1,82 | 12.694 | -1,38 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 9.551 | 480 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 27.956 | -5,75 | 1.395 | -6,51 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 35.731 | 2,02 | 1.797 | 2,63 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 6.334 | 0,00 | 316 | -0,63 | ||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 33.374 | 1.678 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 20.374 | -58,03 | 1.016 | -58,38 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 74.097 | 14,66 | 3.726 | 15,18 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 47.870 | -1,92 | 2.407 | -1,47 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 1.110 | 0,00 | 56 | 0,00 | ||||
| 2025-11-07 | 13F | NorthStar Asset Management LLC /NJ/ | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 51.826 | 17,39 | 2.606 | 17,92 | ||||
| 2026-02-17 | 13F | Fmr Llc | 20.493.631 | 0,81 | 1.030.625 | 1,26 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 13 | 8,33 | 1 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 22.391 | 1.121 | ||||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 5.740 | 0,00 | 289 | 0,35 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 25.584 | -3,96 | 1.287 | -3,53 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 838 | 0,00 | 42 | 2,44 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.169 | 108 | ||||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 1.580 | 1.227,73 | 79 | 1.480,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 7.335 | 0,00 | 369 | 0,27 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 197.020 | -1,53 | 9.829 | -2,32 | ||||
| 2026-01-21 | 13F | Mason & Associates, LLC | 69.689 | -7,92 | 3.505 | -5,55 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 14.092 | -10,32 | 709 | -9,92 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 6.010 | 0,54 | 300 | -0,99 | ||||
| 2026-01-26 | 13F | Seneca Financial Advisors LLC | 436.638 | 11,55 | 21.959 | 12,04 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 22.075 | -9,52 | 1.110 | -9,09 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 95.936 | 94,44 | 4.825 | 95,30 | ||||
| 2026-02-04 | 13F | Western Pacific Wealth Management, LP | 159 | 0,00 | 8 | 14,29 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 5.318 | 8,20 | 267 | 8,54 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 37.243 | 39,77 | 1.873 | 40,33 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 35.232 | 1.772 | ||||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 5.352 | 0,77 | 269 | 1,51 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 18.851 | 280,21 | 948 | 282,26 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.705.535 | 4,85 | 85.771 | 5,31 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 2.363.691 | 0,64 | 118.870 | 1,09 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Tsfg, Llc | 2.339 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Promus Capital, LLC | 15.172 | 760 | ||||||
| 2026-01-14 | 13F | CPR Investments Inc. | 39.600 | 0,00 | 1.991 | 0,45 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 20.389 | -1,79 | 1.021 | 0,29 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.307 | 30,88 | 267 | 31,03 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 68.585 | 0,38 | 3.449 | 0,82 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 8.219 | -8,75 | 413 | -8,43 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 111.371 | 85,99 | 5.556 | 84,52 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 12.341 | 9,07 | 616 | 8,08 | ||||
| 2026-01-23 | 13F | Blankinship & Foster, LLC | 24.581 | -1,05 | 1.236 | -0,56 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 24.614.196 | 10,79 | 1.237.835 | 11,27 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 67.796 | -1,86 | 3.382 | -2,65 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 5.175 | 0,00 | 262 | 0,77 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 575.019 | 28.791 | ||||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 5.880 | 0,00 | 296 | 0,34 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 259.988 | -16,56 | 13.151 | -15,71 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 148.744 | -0,04 | 7 | 0,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 6.601 | -2,45 | 332 | -2,07 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 506.744 | 11,29 | 25.484 | 11,78 | ||||
| 2025-11-06 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.959 | 149 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 50.710 | 0,00 | 2.550 | 0,43 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 182.315 | 65,84 | 9.169 | 66,57 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 78.588 | 48,31 | 3.952 | 48,96 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 11.990 | -3,48 | 603 | -3,06 | ||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 54.808 | -25,43 | 2.744 | -23,84 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 29.650 | 9,16 | 1.502 | 10,37 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 114.104 | -0,58 | 5.738 | -0,14 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 2.771 | 1,17 | 139 | 1,46 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 237.500 | -9,52 | 11.942 | -9,15 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 21.196 | -0,97 | 1.066 | -0,56 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 25.000 | 0,00 | 1.257 | 0,48 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 11.842 | 596 | ||||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 6.003 | 1,13 | 302 | 1,35 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 34.489 | 9,62 | 1.734 | 10,10 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 4.100 | 206 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 23.774 | -1,06 | 1.203 | -0,50 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 423.437 | 17,15 | 21.295 | 17,67 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 4.500 | 1,08 | 226 | 1,80 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 37.732 | 70,39 | 1.898 | 71,21 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 7.308 | 0,00 | 368 | 0,55 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 177.200 | 7,51 | 8.911 | 7,99 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 35.927 | 35,68 | 1.815 | 36,91 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 158.963 | 194,23 | 7.994 | 195,53 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 8.394 | -27,39 | 422 | -26,99 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 52.448 | 1,93 | 2.617 | 1,12 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 12.271 | 0,00 | 617 | 0,49 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 36.677 | 0,36 | 1.844 | 0,82 | ||||
| 2026-02-10 | 13F | Ade, Llc | 14.628 | 0,00 | 736 | 0,41 | ||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 56.255 | 15,50 | 2.829 | 16,04 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 17.262 | 4,85 | 873 | 5,83 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-10-23 | 13F | Nisa Investment Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 4.938 | 248 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.546.788 | 3,71 | 128.078 | 4,17 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 8.085 | 0,00 | 407 | 0,50 | ||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 28.122 | 1.430 | ||||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 165.360 | 3,15 | 8.316 | 3,60 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 3.957.789 | 11,73 | 199.037 | 12,22 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 7.132 | 0,00 | 359 | 0,28 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 994 | 0,00 | 50 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 1.930.327 | 4,15 | 97.076 | 4,61 | ||||
| 2026-01-15 | 13F | Elser Financial Planning, Inc | 70.909 | 7,69 | 3.566 | 8,36 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 44.113 | 2,20 | 2.218 | 2,64 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 24.362 | 7,09 | 1.225 | 7,55 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 4.989 | 251 | ||||||
| 2026-01-26 | 13F | Icapital Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 4.503 | -0,95 | 226 | -0,44 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 13.480 | 0,00 | 678 | 0,45 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 23.282 | 0,00 | 1.162 | -0,77 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 269 | 1,13 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | NewCorp Financial Services, Inc. | 99.043 | 4.981 | ||||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 10.669 | -24,96 | 534 | -22,72 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 52.151 | -3,91 | 2.602 | -4,69 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 5.555 | -19,16 | 279 | -18,90 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 1.119 | 120,28 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 57.705 | 11,53 | 2.902 | 12,01 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 4.925 | -8,71 | 248 | -8,52 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 53.970 | -16,42 | 2.710 | -16,18 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 33.915 | 1,07 | 1.692 | 0,30 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 42.317 | 32,69 | 2.128 | 33,33 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 24.083 | 73,60 | 1.211 | 74,50 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 364.241 | 16,11 | 18.318 | 16,62 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 408.410 | 10,02 | 20.376 | 9,14 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 43 | 0,00 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 13.252 | 1,45 | 666 | 1,83 | ||||
| 2026-01-27 | 13F | Joel Adams & Associates, Inc. | 150.258 | -12,39 | 7.556 | -12,01 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.100 | -70,74 | 458 | -70,65 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 453 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.362 | 0,45 | 471 | 0,86 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 25.934 | 62,43 | 1.294 | 61,22 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 3.997 | 201 | ||||||
| 2026-01-21 | 13F | Summa Corp. | 4.000 | 201 | ||||||
| 2025-11-13 | 13F | Ckw Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 41.994 | 3,44 | 2.112 | 3,89 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 54.302 | 541,19 | 2.709 | 537,41 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 511 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 3.747.377 | 2,23 | 188.456 | 2,68 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 5.406 | -1,69 | 272 | -1,45 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 26.740 | 15,76 | 1.334 | 14,90 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 17.832 | -7,39 | 897 | -7,05 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 4.623 | -49,44 | 232 | -49,23 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 12.697 | 22,81 | 639 | 23,40 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Umpqua Bank | 20.330 | 0,00 | 1.022 | -0,10 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 11.046 | 2,67 | 1 | |||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 42.073 | -9,23 | 2.116 | -8,84 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 15.788 | 2,80 | 794 | 3,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 41.332 | 84,59 | 2.079 | 85,37 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 9.341 | 8,89 | 470 | 9,58 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 75 | 4 | ||||||
| 2026-01-22 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.198 | 261 | ||||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 193.827 | 61,10 | 9.748 | 61,80 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 146.019 | -3,56 | 7.343 | -3,13 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 22.368 | -20,59 | 1.125 | -20,28 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 11.381 | -17,39 | 572 | -16,98 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 46.340 | 16,36 | 2.330 | 16,85 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 28.224 | -13,41 | 1.419 | -13,05 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 18.389 | 49,61 | 917 | 48,38 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 11.045 | -22,43 | 555 | -22,05 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 16.365 | 0,00 | 816 | -0,73 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 5.070 | -4,97 | 255 | -4,87 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 62.529 | 1,32 | 3.145 | 1,75 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 636.598 | 3,03 | 32.015 | 3,48 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 21.459 | 1.079 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 159.029 | -12,37 | 7.998 | -11,99 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2.823 | 142 | ||||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 15.363 | 17,60 | 766 | 16,77 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 202.480 | -0,24 | 10.183 | 0,20 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 42.952 | 2.160 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 53.972 | -0,03 | 2.693 | -0,85 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 317.426 | 1,12 | 15.836 | 0,32 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 182.641 | 0,97 | 9.231 | 1,92 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 13.519 | 0,00 | 680 | 0,44 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 359.160 | -0,70 | 18.062 | -0,27 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 80.732 | 3,68 | 4.060 | 4,16 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 10.925 | -16,08 | 549 | -15,67 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 227 | 20,74 | 11 | 22,22 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.402.884 | 47,96 | 171.133 | 48,61 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 4.964 | 0,57 | 248 | -0,40 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 4.899 | 10,49 | 246 | 10,81 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 37 | 2 | ||||||
| 2026-01-20 | 13F | Northland Capital Management LLC | 5.360 | 0,00 | 270 | 0,37 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 78.399 | 9,23 | 3.911 | 8,37 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 11.023 | 22,41 | 554 | 23,11 | ||||
| 2026-01-30 | 13F | Financial Life Advisors | 79.753 | 0,44 | 4.011 | 0,88 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 57.929 | -22,81 | 2.913 | -22,46 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 22.204 | -8,60 | 1.117 | -8,22 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 72.233 | 6,59 | 3.633 | 7,04 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 140 | 7 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 5.114 | 4,07 | 257 | 4,47 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Carter Financial Group, INC. | 20.592 | 2,54 | 1.036 | 2,99 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 874.717 | 12,90 | 43.990 | 13,40 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 4.998 | -53,16 | 251 | -53,00 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 33.798 | -1,72 | 1.700 | -1,28 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 108.573 | 8,08 | 5.460 | 8,57 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 30.209 | 9,53 | 1.507 | 8,65 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 47.481 | 48,65 | 2.388 | 49,28 |
