Grundlæggende statistik
| Institutionelle ejere | 1345 total, 1343 long only, 0 short only, 2 long/short - change of 7,82% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6229 % - change of 2,31% MRQ |
| Institutionelle aktier (lange) | 606.333.130 (ex 13D/G) - change of 19,29MM shares 3,29% MRQ |
| Institutionel værdi (lang) | $ 29.804.110 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) har 1345 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 606,333,130 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 27, 2026 is 50,47 / share. Previously, on April 28, 2025, the share price was 48,91 / share. This represents an increase of 3,19% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 149.224 | 9,68 | 7.445 | 8,80 | ||||
| 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 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 687.459 | -52,22 | 34.572 | -52,01 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 87.800 | 875,56 | 4.415 | 881,11 | |||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 105.069 | 23,71 | 5.242 | 22,71 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 30.517 | 3,69 | 1.522 | 2,84 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 330.270 | 0,03 | 16.477 | -0,76 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 10.200 | -38,92 | 513 | -38,76 | |||
| 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 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4.602 | 0,00 | 231 | 0,43 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 6.675 | 0,00 | 337 | 0,90 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 232.030 | -2,20 | 11.574 | -2,99 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 21.763 | 0,00 | 1.086 | -0,82 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 83.567 | -2,87 | 4.169 | -3,63 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 105.628 | 3,19 | 5.270 | 2,37 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.742 | 5,01 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 25.172.743 | 9,45 | 1.265.937 | 9,93 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 11.954 | 596 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 98.805 | 112,59 | 4.929 | 110,91 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 699.992 | 6,40 | 35.203 | 6,87 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 9.405 | 469 | ||||||
| 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 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 28.386 | 4,02 | 1.416 | 3,21 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 29.553 | 1.486 | ||||||
| 2026-04-20 | 13F | 25 Llc | 162.394 | 12,33 | 8.102 | 11,43 | ||||
| 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 | ||||
| 2026-02-02 | 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 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.008 | -0,20 | 50 | 0,00 | ||||
| 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 | ||||
| 2026-04-03 | 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 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 8.641 | 0,00 | 431 | -0,69 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 73.013 | -10,03 | 3.672 | -9,65 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 71.349 | 14,32 | 3.560 | 13,42 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 6.926 | 0,00 | 346 | -0,86 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 78.912 | -2,25 | 3.937 | -3,05 | ||||
| 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 | ||||
| 2026-01-20 | 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 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 26.781 | -36,83 | 1.339 | -37,31 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 4.503 | 0,00 | 225 | -0,88 | ||||
| 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 | |||||
| 2026-04-13 | 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 45 | 0,00 | 2 | 0,00 | ||||
| 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 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 15.993 | 0,00 | 798 | -0,87 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 8.668 | 0,00 | 432 | -0,69 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 7.582 | -51,92 | 378 | -52,33 | ||||
| 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 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 48.533 | 15,35 | 2.421 | 14,47 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 8.874 | -34,09 | 446 | -33,83 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||||
| 2026-02-13 | 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 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 26.574 | 1.326 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 37.372 | 0,31 | 1.864 | -0,48 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 5.616 | -12,93 | 280 | -13,58 | ||||
| 2026-04-06 | 13F | CX Institutional | 589.649 | 4,47 | 29 | 3,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 42.727 | 28,35 | 2 | 100,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 9.546 | 476 | ||||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 9.957 | -3,09 | 501 | -2,15 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.960 | -42,12 | 347 | -42,55 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 22.859 | 0,28 | 1.140 | -0,52 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.125 | 0,54 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 560 | 0,00 | 28 | -3,57 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 63.902 | -12,98 | 3.188 | -13,65 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 17.191 | 13,79 | 858 | 12,91 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 28.036 | 12,14 | 1.404 | 14,53 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 12.170 | -44,30 | 607 | -44,72 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.871 | 65,50 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 19.217 | 959 | ||||||
| 2025-12-08 | 13F | Tull Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 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 | |||||
| 2026-02-20 | 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 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 20.545 | -0,49 | 1.025 | -1,35 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 53.065 | 0,00 | 2.647 | -0,79 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 88.862 | 9,17 | 4.433 | 8,31 | ||||
| 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 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.080 | 204 | ||||||
| 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 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 529.087 | 31,12 | 26.396 | 30,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 21.809 | -25,94 | 1.088 | -26,19 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 17.709 | 17,56 | 884 | 16,64 | ||||
| 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 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 231.247 | 68,94 | 12 | 83,33 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 32.872 | 39,89 | 1.640 | 38,78 | ||||
| 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 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 16.500 | -3,48 | 823 | -4,19 | ||||
| 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 | ||||
| 2026-02-06 | 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 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 108 | 0,00 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 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 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.034.038 | 127,14 | 202.870 | 128,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 9.425 | 474 | ||||||
| 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 | |||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 124.241 | -6,43 | 6.248 | -6,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2.577 | -8,36 | 129 | -9,22 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 51.743 | 6,68 | 2.602 | 7,17 | ||||
| 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 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 6.084 | 1,35 | 304 | 0,66 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 64.823 | 4,75 | 3.234 | 3,16 | ||||
| 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 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 47.730 | 27,30 | 2.381 | 26,31 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 34.948 | 3,40 | 1.744 | 2,59 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 57.099 | 2,50 | 2.849 | 1,68 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 90.075 | 3,12 | 4.494 | 2,30 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 27.555 | 7,03 | 1.375 | 6,18 | ||||
| 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 | ||||
| 2026-04-24 | 13F | Pursuit Wealth Strategies, Llc | 4.567 | 230 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 13.392 | -4,32 | 668 | -4,98 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 107.589 | 3,32 | 5.368 | 2,50 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 4.546 | 175,52 | 227 | 175,61 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 13.151 | 34,58 | 656 | 33,60 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 133.490 | 4,72 | 6.713 | 5,19 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 23.951 | -0,46 | 1.204 | 0,00 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 80.781 | 6,75 | 4.088 | 7,86 | ||||
| 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 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 10.241 | -5,11 | 511 | -5,90 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.985 | 5,53 | 99 | 4,21 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 14.219 | 15,88 | 715 | 15,72 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.100.757 | -0,47 | 54.917 | -1,26 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 5.040 | 8,90 | 251 | 8,19 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 14.789 | 2,07 | 738 | 1,24 | ||||
| 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 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 16.313 | -33,64 | 814 | -34,22 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9.827 | -16,52 | 496 | -17,36 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 86.280 | 4,43 | 4.339 | 4,91 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 40.701 | 1,51 | 2.031 | 0,50 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 8.374 | 29,23 | 418 | 28,31 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 8.922 | 1,64 | 449 | 2,05 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Motco | 113 | 0,00 | 6 | 0,00 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Vicus Capital | 82.697 | 1,23 | 4.126 | 0,41 | ||||
| 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 | ||||||
| 2026-01-29 | 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 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 95.982 | 4,62 | 4.789 | 3,79 | ||||
| 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 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-04-21 | 13F | Christine Messmer Pc | 66.836 | -2,10 | 3.334 | -2,88 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 114 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 311.346 | -0,26 | 16 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.737 | 15,00 | 137 | 14,29 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 63.327 | 13,77 | 3.196 | 14,18 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 40.232 | 0,00 | 2.023 | 0,45 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 51.388 | 5,64 | 2.564 | 4,78 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 48.628 | -0,56 | 2.426 | -1,34 | ||||
| 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 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 142.176 | 23,20 | 7.150 | 23,75 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 19.775 | 996 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 16.193 | 39,69 | 808 | 38,66 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 27.382 | 37,60 | 1.366 | 36,60 | ||||
| 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 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 41.999 | -31,29 | 2.095 | -31,83 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 360 | 11,80 | 18 | 12,50 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 264.905 | 1,32 | 13.216 | 0,52 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 44.774 | 1,50 | 2.234 | 0,68 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 29.649 | -4,55 | 1.479 | -5,31 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 17.850 | 0,00 | 898 | 0,45 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 72.725 | -7,62 | 3.628 | -8,36 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 17.778 | -2,70 | 894 | -2,19 | ||||
| 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 | ||||
| 2025-10-28 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 27.541 | 7,65 | 1.374 | 6,84 | ||||
| 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 | ||||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 43.683 | 1,98 | 2.179 | 1,16 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.516 | 0,20 | 275 | -0,36 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6.704 | -11,26 | 334 | -11,87 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 304 | 0,00 | 15 | 0,00 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 4.426 | 0,00 | 221 | -0,90 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 36.266 | 2,54 | 1.809 | 1,74 | ||||
| 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 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 19.754 | 993 | ||||||
| 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 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13.039 | 71,59 | 651 | 70,16 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 79.200 | 28,23 | 3.983 | 28,78 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 675 | -88,22 | 34 | -88,54 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 73 | 4 | ||||||
| 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 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 24.945 | 0,00 | 1.245 | -0,80 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 15.116 | -1,63 | 754 | -2,33 | ||||
| 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 721.059 | 82,18 | 35.974 | 80,73 | ||||
| 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 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 16.763 | 5,41 | 836 | 4,63 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 602.056 | 1,22 | 30.277 | 1,67 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 4.432 | -48,86 | 221 | -49,20 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 159 | 0,00 | 8 | -12,50 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 156.705 | 94,99 | 8 | 75,00 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 19.463 | -0,53 | 971 | -1,22 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 42.257 | 9,06 | 2.108 | 8,21 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 115.454 | 0,00 | 5.806 | 0,45 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-01-30 | 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 | ||||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 7.919 | 0,00 | 395 | -0,75 | ||||
| 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 | ||||
| 2026-04-13 | 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 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12.925 | 645 | ||||||
| 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 | |||||
| 2026-02-06 | 13F | Americana Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 18.195 | 1,38 | 915 | 1,89 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 2.670 | -41,10 | 134 | -40,97 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 20.101 | -5,42 | 1.003 | -6,18 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 24.188 | -20,98 | 1.216 | -20,99 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 24.791 | 0,85 | 1.237 | 0,00 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 13.337 | 0,05 | 670 | -0,59 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 144.087 | -6,42 | 7.246 | -6,01 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 9.264 | 6,47 | 462 | 5,72 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 5.614 | 0,00 | 282 | 0,36 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 4.544 | 0,00 | 227 | -0,88 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 12.188 | -7,55 | 608 | -8,30 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 232.139 | 50,41 | 11.674 | 51,08 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 10.521 | -0,57 | 525 | -1,50 | ||||
| 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 | ||||
| 2026-01-28 | 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 | ||||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 26.323 | 0,00 | 1.313 | -0,76 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 10.447 | 0,00 | 521 | -0,76 | ||||
| 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 | ||||||
| 2026-02-17 | 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 | |||||
| 2026-02-17 | 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 | ||||
| 2026-01-30 | 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 | ||||
| 2026-04-09 | 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 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 5.826 | 19,21 | 291 | 18,37 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9.408 | 0,00 | 469 | -0,85 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 12.182 | 9,95 | 610 | 12,15 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 12.114 | -8,73 | 604 | -9,45 | ||||
| 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 | |||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 5.676 | -60,48 | 283 | -60,80 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 10.425 | 524 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 24.000 | 2,82 | 1.197 | 2,05 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 47.729 | -2,85 | 2.381 | -3,60 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 36.496 | 4,19 | 1.821 | 3,35 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 12.232 | 0,00 | 610 | -0,81 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 7.060 | 0,00 | 356 | 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 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 37.874 | -2,93 | 1.890 | -3,72 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 90.351 | 20,79 | 4.560 | 20,83 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 21.151 | 1.055 | ||||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 9.162 | -2,29 | 457 | -2,97 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 59.500 | -12,58 | 2.968 | -13,27 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 9.284 | 654,80 | 463 | 659,02 | ||||
| 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 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 4.210 | 210 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 23.438 | 0,26 | 1.169 | -0,51 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 27.956 | -5,75 | 1.395 | -6,51 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 90.994 | -6,74 | 4.540 | -7,48 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 35.731 | 2,02 | 1.797 | 2,63 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 271 | 0,74 | 14 | 0,00 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 6.334 | 0,00 | 316 | -0,63 | ||||
| 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 | |||||
| 2026-02-17 | 13F | Fmr Llc | 20.493.631 | 0,81 | 1.030.625 | 1,26 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||||
| 2026-02-13 | 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 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 147.198 | 10,05 | 7.344 | 9,17 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 5.153 | 0,57 | 257 | 0,00 | ||||
| 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 | |||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.045.621 | 15,96 | 52.166 | 15,04 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 6.010 | 0,54 | 300 | -0,99 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 95.936 | 94,44 | 4.825 | 95,30 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 28.722 | 1,06 | 1.433 | 0,21 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 66.436 | -0,06 | 3.314 | -0,87 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2026-02-17 | 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 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.410 | 10,04 | 619 | 9,17 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Promus Capital, LLC | 15.172 | 760 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 5.307 | 30,88 | 267 | 31,03 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 302.477 | 4,85 | 15.091 | 4,02 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Security National Bank | 1.058 | -32,40 | 53 | -33,33 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 12.341 | 9,07 | 616 | 8,08 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 30.968 | 2,39 | 1.545 | 1,58 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 75.951 | -2,88 | 3.789 | -3,64 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 6.601 | -2,45 | 332 | -2,07 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 130.786 | 5,37 | 6.525 | 4,53 | ||||
| 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 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6.805 | 0,56 | 340 | -0,29 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 114.104 | -0,58 | 5.738 | -0,14 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 237.500 | -9,52 | 11.942 | -9,15 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 417 | 0,48 | 21 | 0,00 | ||||
| 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 | ||||||
| 2026-02-05 | 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 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 37.507 | 14,65 | 1.871 | 13,74 | ||||
| 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 | |||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 4.938 | 248 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.204 | 0,12 | 260 | -0,77 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 645.040 | 3,37 | 32.181 | 2,55 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 8.737 | -5,25 | 436 | -6,05 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.546.788 | 3,71 | 128.078 | 4,17 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 866.033 | 13,77 | 43.206 | 12,87 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 8.085 | 0,00 | 407 | 0,50 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 40.908 | -4,76 | 2.041 | -5,56 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 185.634 | 0,04 | 9.261 | -0,75 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.086 | 2,61 | 304 | 1,68 | ||||
| 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 | |||||
| 2026-04-09 | 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 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 366.394 | 0,00 | 18.426 | 0,00 | ||||
| 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 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 26.199 | -6,02 | 1.307 | -6,71 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 89.699 | 26,50 | 4.478 | 25,57 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 33.915 | 1,07 | 1.692 | 0,30 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 189.142 | 25,88 | 9.436 | 24,88 | ||||
| 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 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 7.277 | -7,10 | 363 | -7,63 | ||||
| 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 | |||||
| 2026-01-21 | 13F | Summa Corp. | 4.000 | 201 | ||||||
| 2025-11-13 | 13F | Ckw Financial Group | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 26.740 | 15,76 | 1.334 | 14,90 | ||||
| 2026-04-23 | 13F | American National Bank | 13.366 | -25,23 | 667 | -25,84 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 17.832 | -7,39 | 897 | -7,05 | ||||
| 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 | |||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 11.046 | 2,67 | 1 | |||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 15.339 | -31,20 | 765 | -31,76 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 220.196 | 10.986 | ||||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 41.332 | 84,59 | 2.079 | 85,37 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 27.105 | -8,94 | 1.352 | -9,63 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 9.341 | 8,89 | 470 | 9,58 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 75 | 4 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 429.624 | 10,91 | 21.434 | 10,03 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 193.827 | 61,10 | 9.748 | 61,80 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 22.368 | -20,59 | 1.125 | -20,28 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 10.650 | 0,00 | 531 | -0,75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 28.458 | 0,05 | 1.420 | -0,77 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 13.627 | -33,49 | 680 | -34,08 | ||||
| 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 | ||||||
| 2026-02-03 | 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.969 | 194,22 | 198 | 195,52 | ||||
| 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 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 10.925 | -16,08 | 549 | -15,67 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 37 | 2 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 55.621 | 162,41 | 2.775 | 160,47 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 78.399 | 9,23 | 3.911 | 8,37 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 78.066 | 6,75 | 3.895 | 5,90 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 268.707 | 36,72 | 13.406 | 35,62 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 187.863 | -31,53 | 9.372 | -32,08 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 66.717 | 0,61 | 3.329 | -0,18 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 41.204 | 629,79 | 2.056 | 626,15 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 294 | 0,00 | 15 | 0,00 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 15.516 | 0,00 | 780 | 0,52 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 35.251 | -2,71 | 1.773 | -2,32 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 46.737 | 19,15 | 2.350 | 19,71 | ||||
| 2025-11-10 | 13F | Beverly Hills Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 14.342 | 725 | ||||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 16.860 | 0,00 | 848 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 90.433 | 20,17 | 4.512 | 19,21 | ||||
| 2025-10-28 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 34.631 | 15,17 | 1.728 | 14,22 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 33.708 | 52,06 | 1.682 | 50,90 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 4.158 | 4,03 | 207 | 2,99 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Csenge Advisory Group | 54.620 | -1,36 | 2.747 | -0,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.252 | 561 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 9.135.043 | 21,84 | 459.401 | 22,37 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 7.484 | 376 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 5.711 | 33,43 | 287 | 34,11 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.712 | 235 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 299.960 | -2,18 | 14.965 | -2,96 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 13.502 | 1,13 | 679 | 1,65 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 4.304.051 | 4,36 | 216.451 | 4,82 | ||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 140.681 | 7.075 | ||||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 9.600 | 0,00 | 479 | -0,83 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 17.288 | 9,61 | 1 | |||||
| 2026-02-10 | 13F | IF Advisors, LLC | 16.000 | 805 | ||||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 13.299 | 17,77 | 669 | 18,23 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.036.673 | -0,80 | 152.699 | -0,36 | ||||
| 2026-02-10 | 13F | Camden National Bank | 13.989 | 704 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 211.254 | -68,65 | 10.624 | -68,52 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 446.783 | 1,70 | 22 | 4,76 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 6.090 | 306 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 31.709 | 1.582 | ||||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 10.135 | 13,49 | 510 | 13,87 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 5.468 | 0,00 | 275 | 0,37 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 970.527 | -0,14 | 49 | 0,00 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 150.205 | -1,17 | 7.554 | -0,75 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 15.170 | 31,23 | 757 | 29,23 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 27.883 | 26,13 | 1.391 | 25,20 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 6.965 | 0,00 | 347 | -0,86 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 272.330 | 5,15 | 13.587 | 4,31 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2.067 | 0,58 | 103 | 0,00 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 439.579 | 0,67 | 21.931 | -0,13 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 12.472 | -3,85 | 1 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28.769 | 37,32 | 1.435 | 36,28 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.525 | 3,52 | 226 | 2,74 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 13.421 | -2,63 | 675 | -2,32 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6.109 | 0,66 | 305 | -0,33 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 13.468 | 677 | ||||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 679.977 | 0,70 | 34.046 | 2,83 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 25.550 | -0,47 | 1.285 | -0,08 | ||||
| 2026-04-13 | 13F | Trust Co | 59.606 | 0,29 | 2.974 | -0,50 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 150.260 | 85,61 | 8 | 75,00 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 6.609 | 332 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 49.459 | 2,37 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 88.724 | 4,21 | 4.426 | 3,39 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 762 | -0,78 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 8.167 | 0,07 | 407 | -0,73 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 197.971 | 3,28 | 9.877 | 2,46 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 6.277 | -15,00 | 313 | -15,63 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 16.046 | -1,81 | 807 | -1,47 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 20.050 | 0,33 | 1.000 | -0,50 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 636.970 | -5,55 | 32.033 | -5,14 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 22.345 | -43,44 | 1.115 | -43,86 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 1.100 | 0,00 | 55 | 0,00 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 24.258 | 6,52 | 1.220 | 6,93 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 900 | 0,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 14.027 | -18,98 | 705 | -18,59 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 63.520 | 3,17 | 3.194 | 3,63 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 18.710 | 941 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 16.272 | 0,00 | 812 | -0,86 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 79.265 | 1,13 | 3.986 | 1,58 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 18.169 | -30,55 | 914 | -30,25 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 66.928 | -0,58 | 3.339 | -1,36 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 454.064 | -4,16 | 22.835 | -3,74 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 691.896 | 4,63 | 34.795 | 5,09 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 61.047 | 2,18 | 3.070 | 2,64 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 589.131 | 15,51 | 29.627 | 16,02 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 5.360 | 0,00 | 267 | -0,74 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 13.150 | -25,69 | 1 | |||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 14.534 | 4,98 | 731 | 5,34 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 5.188 | 259 | ||||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 23.946 | -12,07 | 1.195 | -13,10 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4.650 | 0,00 | 232 | -0,86 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 12.937 | 8,32 | 651 | 8,70 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 132.540 | -12,18 | 6.665 | -11,79 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 7.076 | 0,00 | 0 | |||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 1.438.751 | 7,23 | 72.038 | 9,51 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 12.973 | 647 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.037.572 | 24,67 | 52.180 | 25,22 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 132.371 | -1,02 | 6.604 | -1,81 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 45.346 | 14,01 | 2.280 | 14,52 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 4.467 | -13,06 | 223 | -13,95 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 163.758 | -11,15 | 8.170 | -11,86 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 24.068 | -23,78 | 1.210 | -23,47 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 25.883 | 7,42 | 1.291 | 6,61 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 132.773 | -1,25 | 6.624 | -2,03 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 39.171 | -68,42 | 1.970 | -68,48 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 147.764 | 13,77 | 7.372 | 12,86 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 79.508 | 2,06 | 3.998 | 2,51 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 46.481 | 4,88 | 2.319 | 4,04 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 8.611 | 0,00 | 430 | -0,92 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 12.204 | 9,61 | 614 | 10,05 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 20.085 | -22,38 | 1.002 | -22,98 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 330.131 | 1,90 | 16.470 | 1,09 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 58.482 | 34,46 | 2.941 | 35,09 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 27.908 | 3,72 | 1.392 | 2,88 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 928.015 | 278,95 | 46.670 | 280,63 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 18.297 | 1,93 | 913 | 1,11 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 12.366 | 38,11 | 617 | 36,89 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 9.752 | 0,00 | 487 | -0,82 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 134.624 | 22,32 | 6.716 | 21,36 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 811.204 | 2,79 | 40.471 | 1,97 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 6.964 | 22,18 | 350 | 22,81 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 2.333 | 0,00 | 117 | 0,86 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 204.654 | 5,49 | 10.210 | 4,65 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 4.211 | 212 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 1.342 | 67 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 12.182 | 6,48 | 608 | 5,57 | ||||
| 2026-03-23 | 13F | J. Derek Lewis & Associates Inc. | 15.704 | 790 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.175 | 51,61 | 59 | 52,63 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 177.373 | -1,91 | 8.849 | -2,68 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 7.117 | 1,43 | 358 | 1,71 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 9.987 | 28,17 | 498 | 27,37 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 26.724 | 9,04 | 1.333 | 8,20 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 24.299 | 0,00 | 1.222 | 0,41 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 10.511 | -5,14 | 529 | -4,69 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 75.648 | 8,55 | 3.774 | 7,71 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 17.323 | -40,18 | 871 | -39,93 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 10.050 | 0,00 | 501 | -0,79 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 2.830 | 0,00 | 142 | 0,71 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 243.460 | 10,86 | 12.146 | 9,98 | ||||
| 2026-01-23 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 148.443 | -4,58 | 7.465 | -4,16 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 9.334 | 0,00 | 466 | -0,85 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 6.119 | 8,36 | 305 | 7,39 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 3.931 | 196 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.921.078 | 1.921 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 1.000 | 50 | ||||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 10.736 | 540 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 4.466 | 0,04 | 225 | 0,45 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 183.963 | 0,72 | 9.252 | 0,23 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 48.129 | 3,90 | 2.401 | 3,09 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 13.972.314 | -1,99 | 702.666 | -1,56 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 10.643 | 3,78 | 535 | 4,29 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 27.619 | 1,95 | 1.389 | 1,98 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 15.519 | 0,96 | 774 | 0,13 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 150.291 | 9,80 | 7.498 | 8,94 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.322 | 2,00 | 720 | 2,42 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 6.977 | -8,85 | 348 | -9,37 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 44.382 | 13,54 | 2.214 | 12,67 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 12.602 | 1,19 | 634 | 1,61 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 125.979 | -12,03 | 6.335 | -11,65 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 12.904 | 0,00 | 644 | -0,77 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keel Point, LLC | 6.043 | 0,00 | 304 | 0,33 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 230.186 | 2,28 | 11.576 | 2,73 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 132.132 | 4,28 | 6.592 | 3,45 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 37.157 | -0,23 | 1.869 | 0,21 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 17.944 | 0,57 | 895 | -0,22 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 5.908 | 0,58 | 295 | -0,34 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4.625 | -1,15 | 231 | -2,13 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 374 | 0 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 29.182 | -0,88 | 1.456 | -1,69 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 42.394 | 10,44 | 2.132 | 10,93 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 6.383 | 318 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 957.875 | -10,15 | 48.172 | -9,75 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 145.291 | 23,43 | 7.307 | 23,98 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 250.237 | 4,52 | 12.484 | 3,69 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.371 | -26,76 | 68 | -27,66 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 31.863 | -24,15 | 1.602 | -23,82 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 13.087 | -0,68 | 658 | -0,15 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 311.766 | -1,92 | 15.554 | -2,70 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 103 | 5 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 317.525 | 11,41 | 16 | 7,14 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 13.352 | 0,26 | 674 | 0,30 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9.264 | 64,26 | 462 | 63,25 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 27.457 | 0,01 | 1.370 | -0,80 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 80.294 | 0,36 | 4.038 | 0,77 | ||||
| 2025-11-04 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Diversified Management Inc | 19.416 | 969 | ||||||
| 2025-11-12 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 9.225 | 3,93 | 464 | 4,28 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 19.145 | 955 | ||||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 75.446 | -0,20 | 3.764 | -1,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 438 | 22 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4.069 | 203 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 160.726 | 8.179 | ||||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 163.181 | 5,53 | 8.141 | 4,69 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 11.037 | 0,00 | 555 | 0,54 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 31.117 | 1.573 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 6.690 | 28,90 | 334 | 27,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 120.742 | 5,91 | 6.024 | 5,06 | ||||
| 2026-01-27 | 13F | PFG Advisors | 202.338 | 1,36 | 10.176 | 1,80 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9.338 | 466 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 23.807 | -0,31 | 1.188 | -1,17 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 1.954 | -67,43 | 351 | 16,67 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 16 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 117.469 | 47,04 | 5.908 | 47,68 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 24.020 | 0,00 | 1.198 | -0,75 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 21.715 | -2,05 | 1.083 | -2,78 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 52.724 | 25,55 | 2.630 | 24,59 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 5.632 | 0,00 | 284 | 0,71 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 35.160 | 10,98 | 1.754 | 10,11 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 14.311 | 720 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 733.944 | 23,18 | 36.616 | 22,20 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 61.077 | 13,91 | 3.072 | 14,42 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 13.883 | -17,77 | 693 | -18,49 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 66.548 | 6,27 | 3.362 | 6,19 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 91.087 | 22,31 | 4.544 | 21,34 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 172.880 | 5,13 | 8.694 | 5,60 | ||||
| 2026-02-04 | 13F | Nwam Llc | 105.811 | -7,63 | 5.331 | -7,43 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.959.018 | 1,01 | 98.527 | 2,42 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 583 | -35,65 | 29 | -35,56 | ||||
| 2026-02-04 | 13F | Shade Tree Advisors LLC | 101.628 | 5,52 | 5.111 | 5,97 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 210 | 11 | ||||||
| 2026-01-27 | 13F | Optas, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Nepc Llc | 675 | 34 | ||||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 230 | 0,00 | 12 | 0,00 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 206.552 | 1,94 | 10.305 | 1,12 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 5.065 | 14,33 | 253 | 13,51 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 487.296 | 3,18 | 24.311 | 2,36 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 101.466 | -1,27 | 5.103 | -0,84 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 65.966 | -3,29 | 3.317 | -2,87 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 79.985 | 16,24 | 3.990 | 15,32 | ||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 23.893 | -4,55 | 1.202 | -4,15 | ||||
| 2026-02-17 | 13F | Creative Planning | 25.032.475 | -4,09 | 1.258.883 | -3,67 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 105.626 | 6,65 | 5.270 | 5,80 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 14.282 | 0,00 | 718 | 0,42 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 8 | 0 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 5.434 | -37,73 | 272 | -36,30 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 45.280 | 2 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 26.280 | -6,55 | 1.326 | -7,21 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 50.446 | -1,81 | 2.537 | -1,40 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 26.973 | 32,68 | 1.356 | 33,33 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 4.305 | 216 | ||||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 48.788 | 10,66 | 2.434 | 9,79 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 29.584 | 1.487 | ||||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 10.100 | 152,50 | 508 | 153,50 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 1.469.418 | -5,87 | 73.897 | -5,45 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 453 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 313.565 | 3,57 | 15.785 | 3,03 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 4.613 | 232 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 136.345 | 80,50 | 6.802 | 79,09 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 6.664 | 332 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 330.757 | 3,19 | 16.634 | 3,65 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 99.445 | 1,90 | 4.961 | 1,10 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 1.319.857 | 1,44 | 65.848 | 0,63 | ||||
| 2025-11-14 | 13F | MFA Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 125 | 0,00 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 157.714 | 5,23 | 7.931 | 5,69 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 86.393 | 4.345 | ||||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 13.000 | 34,98 | 654 | 35,48 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 44.147 | -65,02 | 2.202 | -65,31 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 104.005 | -1,13 | 5.189 | -1,93 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 43.599 | 27,62 | 2.193 | 28,19 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 276 | 27.500,00 | 14 | |||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 33.560 | 1,36 | 1.688 | 1,81 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 19.884 | -1,98 | 1.000 | -1,58 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 47.500 | 4,42 | 2.397 | 4,72 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 141.522 | -11,01 | 7.061 | -11,72 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 239.937 | -1,84 | 12.066 | -1,41 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 94.040 | -4,33 | 4.692 | -5,10 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.000 | 100 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.460 | 3,80 | 272 | 3,03 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 17.753 | -10,29 | 893 | -9,90 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 22.354 | 3,43 | 1.115 | 2,67 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 7.430 | 374 | ||||||
| 2026-02-17 | 13F | Mbb Public Markets I Llc | 558.333 | 28.079 | ||||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 23.096 | 0,00 | 1.161 | 0,43 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 16.209 | 0,00 | 809 | -0,86 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 11.150 | 13,04 | 556 | 12,10 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 10.603 | -0,85 | 533 | -0,37 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4.771 | 0,00 | 238 | -0,42 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4.233 | 0,86 | 213 | 0,47 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 9.464 | 474 | ||||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 21 | -99,84 | 1 | -99,85 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 1.485.777 | 9,81 | 74.720 | 10,29 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 120.469 | -10,38 | 6.032 | -8,48 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 9.277 | 13,81 | 467 | 14,22 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 166.552 | 0,35 | 8.376 | 0,79 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 78.255 | 666,45 | 535 | 6,80 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 62.174 | -9,46 | 3.127 | -9,08 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 127.580 | 6.416 | ||||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 13.158 | 0,00 | 656 | -0,76 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 65.483 | -2,14 | 3.267 | -2,94 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 5.198 | 263 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 9.129 | -20,24 | 455 | -20,87 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 492.252 | 2,77 | 24.558 | 1,95 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 12.482 | 1,60 | 623 | 0,81 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 12.140 | 0,00 | 606 | -0,82 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 582.930 | 40,18 | 29.316 | 40,80 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 6.272.115 | 3,10 | 315.425 | 3,55 | ||||
| 2026-02-17 | 13F | Cooperman Leon G | 12.876 | 0,00 | 648 | 0,47 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 7.354 | 0,56 | 367 | -0,27 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 24.747 | 1.245 | ||||||
| 2025-11-14 | 13F | Envision Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Haven Private, LLC | 11.200 | 0,00 | 563 | 0,54 | ||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 7.651 | 385 | ||||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 223 | 11 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 89.946 | -0,40 | 4.523 | 0,04 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 279.608 | -1,05 | 14.061 | -0,62 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 71.163 | 122,70 | 3.579 | 123,76 | ||||
| 2026-02-17 | 13F | Crabel Capital Management, LLC | 45.833 | 100,07 | 2.305 | 100,87 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 46.827 | 41,60 | 2.336 | 40,47 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 22.910 | 13,49 | 1.143 | 12,51 | ||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 249.802 | 2,32 | 12.563 | 2,77 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4.076 | -0,78 | 203 | -1,46 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 31.789 | -0,92 | 1.586 | -1,74 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 84.504 | -8,99 | 4.250 | -8,60 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 16.419 | 0,82 | 826 | 1,23 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 35.211 | 1.770 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 4.950 | 0,00 | 249 | 0,40 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 32.360 | 1,14 | 1.627 | 1,56 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 73.275 | 0,43 | 3.685 | 0,88 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 31.060 | 12,09 | 1.550 | 11,20 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 357 | -27,59 | 18 | -29,17 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 6.996 | 0,00 | 352 | 0,29 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 5.259 | -92,25 | 0 | -100,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 162 | 0,00 | 8 | 0,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 2.710 | 138,14 | 136 | 142,86 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 13.488.012 | 3,79 | 678.312 | 4,25 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | SP Asset Management LLC | 55.235 | 0,87 | 2.778 | 1,31 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.580 | 0,00 | 79 | -1,27 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 5.133 | 0,00 | 256 | -0,78 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 54.325 | 9,25 | 2.732 | 136.500,00 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 54.609 | 4,98 | 2.746 | 5,45 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7.698 | -8,05 | 384 | -8,79 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 641.037 | 0,07 | 32.238 | 0,51 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 10.228.805 | 6,65 | 514.407 | 7,11 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 4.344 | -50,00 | 217 | -50,46 | ||||
| 2025-11-13 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.910 | -11,58 | 348 | -11,25 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5.732 | 0,00 | 286 | -1,04 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 189.041 | 8,54 | 9.431 | 7,68 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 363.535 | -3,35 | 18.282 | -2,92 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.530.633 | 16.856,16 | 76.976 | 16.967,63 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 7.227 | 2,95 | 363 | 3,42 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 39.081 | 15,28 | 1.965 | 15,79 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 5.536 | 0,00 | 278 | 0,36 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 707 | 0,71 | 35 | 0,00 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 898.253 | -3,03 | 45.173 | -2,60 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 475.297 | -44,48 | 23.903 | -44,24 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 20.173 | 0,00 | 1.031 | 0,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 844.399 | -0,13 | 42.465 | 0,30 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 6.421 | -4,68 | 0 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 3.549 | 0,00 | 178 | 0,56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 290.504 | 42,03 | 14.499 | 40,96 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 393 | 20 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 3.465.055 | -2,58 | 172.872 | -3,36 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 18.965 | 20,12 | 946 | 19,29 | ||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 198.820 | 2,93 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 20.333 | 1.023 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 561.677 | 10,84 | 28.022 | 9,96 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 89.736 | -1,70 | 4.513 | -1,27 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 181.283 | -15,89 | 9.044 | -16,56 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 1.945.859 | -0,43 | 97.857 | 0,01 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 41.985 | -5,68 | 2.095 | -6,43 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 22.311 | 3,95 | 1.121 | 3,80 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 317.901 | 0,20 | 15.987 | 0,65 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.761.477 | 11,13 | 88.585 | 11,62 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 6.954.599 | 21,94 | 349.747 | 22,64 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 18.984 | -22,43 | 955 | -22,12 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 5 | -84,38 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 15.492 | -23,01 | 785 | -22,14 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 184 | -21,70 | 9 | -18,18 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 10.347 | 113,56 | 518 | 113,17 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 4.400 | -12,00 | 221 | -11,60 | ||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 55.892 | 13,39 | 2.811 | 13,90 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 35.686 | 52,35 | 1.795 | 53,07 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 82.431 | -78,33 | 4.127 | -77,87 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 36.619 | -10,34 | 1.827 | -11,06 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 50.597 | -4,75 | 2.545 | -4,32 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 12.329 | -0,19 | 1 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 1.486.795 | 11,31 | 74.771 | 11,80 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 53.099 | 1,97 | 2.649 | 1,18 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 28.686 | 6,83 | 1.443 | 7,29 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 477.945 | 10,06 | 24.112 | 10,41 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 74.646 | 3.754 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 40.837 | 2.037 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5.257 | -55,80 | 264 | -56,07 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 452.643 | 235,73 | 22.763 | 237,23 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 48.547 | 42,25 | 2.422 | 41,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 332.428 | 1,34 | 16.718 | 1,78 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 10.806 | 702,82 | 543 | |||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 11.358 | 571 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 1.035 | 0,00 | 52 | -1,92 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 331.379 | 16,87 | 17 | 14,29 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 25.128 | 1,70 | 1.263 | 2,10 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 35.009 | 28,19 | 1.761 | 28,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 122.420 | 312,59 | 6.156 | 314,55 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 8.085 | 0,00 | 403 | -0,74 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 216 | 11 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 28.508 | -1,99 | 1.422 | -2,74 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 69.029 | 686,12 | 3.471 | 690,66 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 44.668 | 11,94 | 2.228 | 11,07 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 552 | 0,00 | 28 | 0,00 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 12.050 | 40,94 | 601 | 40,09 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 519 | 26 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.424 | -29,78 | 121 | -30,64 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 15.166 | 7,90 | 763 | 8,39 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 22.981 | 44,63 | 1.156 | 45,28 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 169.422 | 2,02 | 8.452 | 1,21 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 232.126 | -12,51 | 11.674 | -12,13 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 19.251 | -26,93 | 968 | -27,33 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 264.039 | 1,77 | 13.225 | 1,80 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 39.479 | 1.970 | ||||||
| 2026-03-04 | 13F | Hayek Kallen Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 16.590 | 828 | ||||||
| 2026-02-10 | 13F | Swmg, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 20.493 | 1.031 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 120.502 | 2,12 | 6.012 | 1,30 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 16.690 | 0,72 | 833 | -0,12 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 38.200 | 2,14 | 1.921 | 2,62 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 19.246 | 968 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 67.066 | 1,68 | 3.346 | 0,84 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 52.878 | -0,19 | 2.659 | 0,26 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 164.303 | 11.866,72 | 8.261 | 12.048,53 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 806.676 | 8,01 | 40.568 | 8,48 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 23.644 | -6,56 | 1.180 | -7,31 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 11.812 | 0,00 | 588 | -1,18 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 1.841 | 0,00 | 93 | 0,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Clean Yield Group | 1.974 | 0,00 | 98 | -1,01 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 673.326 | 8,09 | 33.862 | 8,57 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 5.614 | 0,00 | 280 | -0,71 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 72.710 | -9,86 | 3.628 | -10,58 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 318 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 12.182 | 608 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 15.252 | -6,96 | 767 | -6,46 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 7.263 | -3,13 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 15.851 | 0,00 | 797 | 0,50 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.807 | -66,76 | 90 | -67,15 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 60.710 | -18,17 | 3.053 | -17,80 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 28.691 | -1,98 | 1.437 | 0,07 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 26.805 | 23,94 | 1.348 | 24,58 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.039.189 | -4,17 | 203.131 | -3,75 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 989 | -15,61 | 50 | -12,28 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 151.937 | 0,75 | 7.580 | -0,05 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 4.351 | -0,80 | 219 | -0,46 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 22.944 | 0,00 | 1.154 | 0,44 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 107.564 | 1,49 | 5.366 | 0,68 | ||||
| 2026-02-12 | 13F | Stamos Capital Partners, L.p. | 367.792 | -6,08 | 18.496 | -5,67 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.501 | 6,96 | 377 | 7,41 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 328.916 | 9,81 | 16.410 | 8,94 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 78.274 | 14,52 | 3.936 | 15,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.093.931 | 103,29 | 55.014 | 103,62 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 24.966 | 0,23 | 1.256 | 0,64 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 4.468 | -3,12 | 226 | -2,59 | ||||
| 2025-11-06 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 347.016 | 5,18 | 17.313 | 4,35 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 45.905 | 3,08 | 2.290 | 2,28 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 15.070 | -17,60 | 758 | -17,27 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 188 | -17,18 | 9 | -18,18 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.617 | 0,00 | 81 | -1,23 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 4.270 | 213 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.368 | -95,12 | 68 | -95,18 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 147.051 | 2,34 | 7.336 | 1,52 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13.687 | 0,57 | 683 | -0,29 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 7.398 | 0,16 | 372 | 0,81 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 45.189 | 2,90 | 2.273 | 3,37 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 7.703 | 7,67 | 387 | 8,10 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 4.804 | -9,67 | 240 | -10,49 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 196.815 | 20,17 | 9.898 | 20,70 | ||||
| 2026-02-17 | 13F | Family Management Corp | 14.860 | 747 | ||||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 17.574 | 35,82 | 884 | 36,48 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 707.563 | -2,29 | 35.300 | -3,06 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 12.056.265 | 12,50 | 606.310 | 13,00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 311.945 | 1,39 | 15.563 | 0,58 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 695.282 | 23,86 | 35.153 | 25,07 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 5.209 | 260 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 283.885 | 5,22 | 14.277 | 5,68 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 40.930 | -34,69 | 2.058 | -34,40 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 13.505.350 | -2,55 | 679.183 | -2,12 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.188 | 6,99 | 558 | 6,29 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 1.081 | 54 | ||||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 1 | 0 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 10.257 | 512 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 36.992 | -19,97 | 1.860 | -19,62 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 33.527 | 1.681 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 142.374 | 9,99 | 7.103 | 9,13 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 287.626 | 7,27 | 14.465 | 7,75 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 6.463 | -39,62 | 325 | -39,25 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 55.301 | 5,25 | 2.781 | 5,74 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 470 | 0,00 | 24 | 0,00 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 184.133 | 3,55 | 9.186 | 2,73 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 4.899 | 0,00 | 244 | -0,81 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 90 | 5 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 6.013 | 117,00 | 300 | 115,11 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 45.804 | 0,00 | 2.303 | 0,44 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 5.074 | -15,19 | 253 | -15,67 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 10.697 | 39,67 | 538 | 40,21 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 31.810 | 3,94 | 1.587 | 3,05 | ||||
| 2026-02-13 | 13F | Bristlecone Value Partners, LLC | 19.436 | 977 | ||||||
| 2026-04-20 | 13F | Values Added Financial LLC | 90.715 | 38,22 | 4.526 | 37,12 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 22.582 | -4,41 | 1.127 | -5,22 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.287 | -40,95 | 114 | -41,24 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 5.974 | 0,00 | 298 | -0,67 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 2.092 | 184,24 | 105 | 191,67 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 136.450 | 0,68 | 6.808 | -0,12 | ||||
| 2025-11-14 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 11.398 | -9,32 | 569 | -10,13 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 57.901 | 11,72 | 2.889 | 10,82 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 115.490 | -7,20 | 5.762 | -7,94 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 12.215 | 2,98 | 614 | 3,54 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13.290 | 187,48 | 663 | 185,78 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 992.577 | 5,26 | 49.520 | 4,42 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 29.841 | -17,37 | 1.489 | -18,06 | ||||
| 2025-11-10 | 13F | IFS Group,LLC | 7.253 | 363 | ||||||
| 2025-11-14 | 13F | Hamilton Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 98.848 | 4.971 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 35.861 | 1,70 | 1.803 | 2,15 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 11.214 | 1,24 | 559 | 0,36 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 64.600 | 0,00 | 3.249 | 0,43 | ||||
| 2026-02-13 | 13F | Centiva Capital, LP | Call | 831.400 | 41.811 | |||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 11.554 | 176,41 | 576 | 174,29 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 5.089 | 10,80 | 256 | 11,35 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 13.832 | -2,93 | 696 | -2,52 | ||||
| 2025-11-07 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-20 | 13F | First Affirmative Financial Network | 9.176 | 90,97 | 459 | 95,32 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 19.711 | 0,00 | 983 | -0,81 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 20.316 | -1,34 | 1.014 | -2,13 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 19.040 | 0,00 | 950 | -0,84 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 10.000 | -3,72 | 503 | -3,46 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 24.820 | 4,20 | 1.238 | 3,43 | ||||
| 2026-01-29 | 13F | Finhabits Advisors LLC | 90.914 | 4.572 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 193.945 | -0,17 | 9.753 | 0,28 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 113.147 | 44,99 | 5.690 | 45,64 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 14.619 | 0,00 | 735 | 0,55 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 42.299 | 17,27 | 2.127 | 17,84 | ||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 39.917 | 61,62 | 2.007 | 62,38 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 6.317 | 1,12 | 318 | 1,60 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 16.739 | 21,89 | 835 | 21,01 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 19.977 | 96,47 | 997 | 94,91 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 56.108 | -10,42 | 2.822 | -10,04 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 629.537 | 2,27 | 31.408 | 1,45 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Seeds Investor Llc | 33.563 | -8,29 | 1.688 | -7,91 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 86.063 | 9,65 | 4.294 | 8,77 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 81.656 | 5,87 | 4.107 | 6,35 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 3.911 | 0,00 | 197 | 0,51 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 5.997 | -4,19 | 302 | -3,83 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 1.517.483 | -0,28 | 76.314 | 0,16 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.486.004 | 6,36 | 74.731 | 6,83 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 5.525 | 2,20 | 276 | 1,48 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 5.308 | 0,45 | 267 | 0,76 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 36.254 | -0,13 | 1.823 | 0,33 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 9.607 | 483 | ||||||
| 2025-10-30 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 1.172.202 | 0,81 | 58.481 | 0,01 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 46.272 | -17,13 | 2.327 | -16,74 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.337 | 0,00 | 67 | 1,52 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 10.755 | 12,61 | 537 | 11,67 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 164.269 | -0,43 | 8.261 | 0,01 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 131.186 | 9,28 | 6.545 | 8,40 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 268.307 | 1,54 | 13.493 | 1,86 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 6.523 | 13,09 | 328 | 13,89 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.040 | 0,59 | 102 | 0,00 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 5.732 | 9,35 | 286 | 8,37 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 52.797 | 1,13 | 2.655 | 1,61 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 44.720 | 16,37 | 2.249 | 16,84 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 22.513 | -3,46 | 1.132 | -3,00 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.840 | 391 | ||||||
| 2026-04-20 | 13F | City State Bank | 991 | 0,00 | 49 | 0,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 19.113 | 0,00 | 955 | -1,04 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.560.351 | 7,96 | 128.760 | 8,43 | ||||
| 2025-11-12 | 13F | Verum Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 44.356 | 6,79 | 2.213 | 5,94 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 27.581 | 2,71 | 1.376 | 1,93 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 157.237 | 6,56 | 7.845 | 5,71 | ||||
| 2026-01-22 | 13F | K2 Financial Inc. | 102.185 | -1,19 | 5.161 | -0,81 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 7.613 | 64,14 | 383 | 64,66 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 234.130 | -29,75 | 11.774 | -29,44 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 900.006 | 13,90 | 45.261 | 16,83 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 11.812 | 0,79 | 589 | 0,00 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 5.621 | 283 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 150.611 | 4,71 | 7.514 | 3,88 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.903 | 1.951,38 | 444 | 2.014,29 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 22.997.679 | -4,18 | 1.156.553 | -3,76 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 31.070 | -0,14 | 1.550 | -0,90 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 5.330 | -2,61 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 46.272 | 9,35 | 2.309 | 8,46 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Croban | 13.534 | -26,93 | 681 | -26,65 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 18.614 | 0,00 | 936 | 0,54 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 67.318 | 1.099,75 | 3.405 | 1.107,09 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.351 | -2,24 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 101.970 | 3,63 | 5.087 | 2,81 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 12.718 | 13,69 | 635 | 12,81 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 14.240 | -0,03 | 716 | 0,42 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 53 | 6,00 | 3 | 0,00 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 11.606 | -3,64 | 584 | -3,32 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13.887 | -37,09 | 693 | -37,66 | ||||
| 2026-02-11 | 13F | Mill Capital Management, LLC | 25.558 | 1.285 | ||||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 19.569 | -0,79 | 976 | -1,51 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 5.968 | 0,00 | 298 | -1,00 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 11.003 | 50,71 | 553 | 51,51 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 7.397 | 0,00 | 372 | 0,27 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 174.138 | -2,46 | 8.688 | -3,24 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 54.778 | 2,91 | 2.733 | 2,09 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 629.379 | 0,55 | 31.651 | 1,00 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 896.240 | 2,53 | 44.713 | 1,71 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 28.522 | -3,10 | 1.423 | -3,92 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 629 | 0,00 | 31 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.787 | 90 | ||||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 24.153.510 | 8,49 | 1.214.680 | 8,96 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 4.764 | 0,00 | 238 | -0,84 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 93.555 | -12,34 | 4.667 | -13,03 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 9.000 | -10,00 | 449 | -10,56 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 11.242 | 41,84 | 561 | 40,70 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 50.438 | 6,02 | 2.549 | 6,03 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 45.691 | -34,37 | 2.298 | -34,09 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 5.889 | 0,00 | 294 | -1,01 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 745.618 | 0,01 | 37.497 | 0,45 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 126.867 | 1,18 | 6.329 | 0,38 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 31 | -32,61 | 2 | -50,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 7.869 | 11,32 | 396 | 11,90 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 788 | 40 | ||||||
| 2026-02-10 | 13F | Titan Global Capital Management Usa Llc | 9.742 | -41,76 | 490 | -41,58 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 292.191 | 2,45 | 14.718 | 3,25 | ||||
| 2026-04-24 | 13F | Perryman Financial Advisory Inc /ad | 36.336 | 8,88 | 1.813 | 7,99 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 54.590 | 0,08 | 2.745 | 0,51 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 106.094 | 30,00 | 5.293 | 28,97 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 195.742 | 6,33 | 9.844 | 6,79 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 83.635 | 4.206 | ||||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 1.804 | 109,77 | 91 | 109,30 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 9.805 | -21,05 | 493 | -20,61 | ||||
| 2026-02-13 | 13F | Robinson Capital Management, Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 1.035.648 | 54,08 | 52.414 | 55,75 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.219 | 211 | ||||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 616.050 | 5,84 | 30.981 | 6,31 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 216.869 | 6,46 | 10.820 | 5,61 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 24.580 | -8,41 | 1.236 | -7,97 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1.298 | -65,62 | 65 | -66,14 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 24.130 | 0,00 | 1.204 | -0,82 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 20.330 | 0,00 | 1.014 | -0,78 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 7.807 | 41,97 | 390 | 40,94 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 5.958 | -1,18 | 300 | -0,66 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 4.808 | 0,00 | 240 | -0,83 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 6.653 | 335 | ||||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 7.232 | -2,42 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 302.118 | 1,56 | 15.194 | 2,00 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 357.179 | -1,05 | 17.963 | -0,61 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 59.982 | 36,47 | 3.016 | 37,09 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 49.527 | -5,84 | 2.491 | -5,43 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 5.465 | 0,00 | 273 | -0,73 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 82.875 | -4,98 | 4.135 | -5,75 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 200.548 | 10.086 | ||||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 17.798 | 895 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.372 | 0,56 | 268 | 0,00 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 83.338 | 3,84 | 4.158 | 3,02 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.911.373 | -1,26 | 96.123 | -0,83 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 20.754 | 1,24 | 1.035 | 0,49 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 10.800 | 0,00 | 540 | -0,55 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 14.752 | 23,64 | 742 | 24,12 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 5.389 | -9,88 | 269 | -10,67 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 18.054 | -9,41 | 911 | -9,18 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 4.656.711 | -0,07 | 234.186 | 0,36 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 19.143 | -4,17 | 955 | -4,88 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 102.548 | 418,34 | 5.190 | 418,90 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 14.271 | -1,10 | 718 | -0,69 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 23.348 | 0,00 | 1.165 | -0,85 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 14.080 | -23,61 | 702 | -24,19 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.984 | -87,45 | 100 | -87,29 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 80 | 1,27 | 4 | 33,33 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 6.261 | 0,32 | 312 | -0,64 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 119.157 | 3,36 | 5.992 | 3,81 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 662.875 | -3,42 | 33.575 | -2,84 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 38.635 | 1.943 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 32.507 | 2,78 | 1.635 | 2,25 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 103 | 0,98 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 54.533 | 18,57 | 2.742 | 19,11 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 28.281 | 8,86 | 1.422 | 9,38 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 58.444 | 0,93 | 2.916 | 0,10 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 39.330 | 191,77 | 1.962 | 189,81 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 9.992 | 505 | ||||||
| 2026-02-04 | 13F | Bailard, Inc. | 67.325 | 36,15 | 3.386 | 36,77 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 105.024 | -30,23 | 5.282 | -29,93 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 925 | 117,65 | 46 | 119,05 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 7.541 | -4,86 | 379 | -4,29 | ||||
| 2026-02-10 | 13F | Boxwood Ventures, Inc. | 20.380 | 0,00 | 1.025 | 0,39 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 17.211 | 0,00 | 859 | -0,81 | ||||
| 2026-02-13 | 13F | Abound Financial, Llc | 10.425 | 524 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 75.929 | 1,01 | 3.818 | 1,46 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 25.271 | 1 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 86.231 | 48,86 | 4.302 | 47,68 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 111.552 | 0,00 | 5.610 | 0,00 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 44.403 | 53,74 | 2.233 | 54,43 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 3.889 | 29,98 | 196 | 30,87 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 153.633 | 5,21 | 7.665 | 4,37 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.400 | -47,23 | 70 | -46,97 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 19.347 | 1,23 | 973 | 1,67 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 91.945 | 1,21 | 4.624 | 1,65 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 5.029 | 251 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 16.810 | 0,26 | 839 | -0,59 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 1.587.787 | 20,08 | 79.596 | 19,08 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 196.077 | 2,24 | 9.861 | 2,69 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 840.380 | 1,75 | 42.263 | 2,20 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 166.045 | 0,41 | 8.284 | -0,38 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23.500 | 0,95 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 692.090 | 15,61 | 34.805 | 16,12 | ||||
| 2026-02-12 | 13F | Betterment LLC | 6.707.905 | 2,05 | 337 | 2,43 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 83.296 | 53,93 | 4 | 100,00 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 112.614 | 11,40 | 5.618 | 10,53 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 13 | 0,00 | 1 | |||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 6.667 | 0,00 | 335 | 0,60 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 7.824 | -22,73 | 393 | -22,49 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 346.865 | -6,74 | 17.211 | -7,98 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 8.056 | 7,51 | 402 | 6,65 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 19.860 | 0,00 | 999 | 0,40 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 561 | -94,97 | 11 |
