VTI - Vanguard Index Funds - Vanguard Total Stock Market ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

Grundlæggende statistik
Institutionelle ejere 3557 total, 3548 long only, 0 short only, 9 long/short - change of 6,40% MRQ
Gennemsnitlig porteføljeallokering 2.2368 % - change of -3,68% MRQ
Institutionelle aktier (lange) 529.173.945 (ex 13D/G) - change of 13,43MM shares 2,63% MRQ
Institutionel værdi (lang) $ 156.000.209 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) har 3557 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 529,173,945 aktier. Største aktionærer omfatter Vanguard Group Inc, Rakuten Investment Management, Inc., Betterment LLC, Wealthfront Advisers Llc, Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, WealthNavi Inc., Northern Trust Corp, and HB Wealth Management, LLC .

Vanguard Index Funds - Vanguard Total Stock Market ETF (ARCA:VTI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 352,05 / share. Previously, on April 28, 2025, the share price was 271,03 / share. This represents an increase of 29,89% over that period.

VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-03 13F CORDA Investment Management, LLC. 3.300 -9,59 1.106 -7,60
2026-02-17 13F Trexquant Investment LP 0 -100,00 0 -100,00
2026-04-21 13F Oak Wealth Advisors LLC 3.040 30,75 975 25,16
2026-02-17 13F Citadel Advisors Llc Put 295.200 1,79 98.972 3,99
2026-02-17 13F Citadel Advisors Llc 73.384 -28,96 24.603 -27,43
2026-04-10 13F Atala Financial Inc 26.831 7,09 8.659 3,08
2026-02-03 13F Lumbard & Kellner, LLC 11.020 0,00 3.695 2,16
2026-02-17 13F Citadel Advisors Llc Call 195.100 -12,24 65.411 -10,34
2026-02-09 13F Carl P. Sherr & Co., LLC 11.801 1,28 4.019 5,13
2025-11-14 13F Raymond James Financial Inc Put 0 -100,00 0 -100,00
2026-02-03 13F RB Capital Management, LLC 1.749 0,06 586 2,27
2026-02-11 13F Eldridge Investment Advisors, Inc. 8.405 0,56 2.818 2,77
2026-04-22 13F Aspire Private Capital, LLC 3.769 1,43 1.209 -2,97
2026-02-11 13F MidWestOne Financial Group, Inc. 1.706 53,56 572 56,87
2026-02-13 13F SYM FINANCIAL Corp 255.624 1,18 85.703 3,37
2026-02-10 13F Operose Advisors LLC 235.837 -1,66 79.071 0,47
2026-04-21 13F Roth Financial Partners LLC 1.237 -7,27 397 -11,41
2026-04-16 13F Sterling Investment Counsel, LLC 738 0,00 237 -4,45
2026-02-04 13F Wsfs Capital Management, Llc 16.320 23,80 5.472 26,47
2026-01-07 13F IMPACTfolio, LLC 3.361 0,00 1.127 2,18
2026-04-14 13F Global Trust Wealth Management LLC 25.905 0,74 8.311 -3,61
2026-04-08 13F Thompson Investment Management, Inc. 9.507 -0,37 3.050 -4,69
2026-01-22 13F AllGen Financial Advisors, Inc. 269.236 0,93 90.267 3,11
2026-04-23 13F 3Chopt Investment Partners, LLC 181 0,00 58 -3,33
2026-02-09 13F Wellington Shields Capital Management, LLC 500 0,00 168 1,83
2026-04-16 13F Tortuga Wealth Management, Inc 3.723 1.248
2026-04-20 13F 25 Llc 1.258 5,45 404 0,75
2026-02-09 13F Allium Financial Advisors, Llc 4.503 0,00 1.510 2,17
2026-02-10 13F Regency Capital Management Inc.\DE 4.247 0,66 1.424 2,82
2026-04-23 13F Sawyer & Company, Inc 3.151 -0,13 1.011 -4,45
2026-01-13 13F Guerra Pan Advisors, Llc 785 0,00 263 2,33
2026-02-03 13F Cheviot Value Management, LLC 459 0,00 157 1,29
2026-02-13 13F United Bank 18.660 24,40 6.256 27,10
2026-04-24 13F Wagner Wealth Management, Llc 401 0,00 129 -4,48
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 481.663 4.538,51 161.487 4.639,86
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 1.032 0,29 331 -4,06
2026-01-08 13F Signet Financial Management, Llc 25.888 -7,55 8.680 -5,55
2026-02-05 13F BG Investment Services, Inc. 657 220
2026-04-22 13F Carroll Advisory Group, LLC 29.159 41,28 9.355 35,19
2026-04-23 13F Lazari Capital Management, Inc. 10.429 3,91 3.346 -0,59
2026-04-24 13F Advanced Asset Management Advisors Inc 44 780,00 14 1.300,00
2026-01-15 13F Nikulski Financial, Inc. 7.928 -28,58 2.658 -27,02
2026-01-12 13F World Equity Group, Inc. 3.098 -3,58 1.039 -1,52
2026-02-02 13F Breakwater Investment Management 120.412 0,36 40.371 2,53
2026-02-11 13F Wealthgarden F.s. Llc 1.593 0,00 545 3,23
2026-02-17 13F Stokes Family Office, LLC 61.523 -2,55 20.627 -0,44
2026-02-13 13F Vivaldi Capital Management, LLC 24.979 -3,48 8.375 -1,40
2026-01-28 13F CAPROCK Group, Inc. 894.507 1,70 299.901 7,16
2026-02-13 13F 71 West Capital Partners 8.011 2.686
2026-02-04 13F Community Bank, N.A. 1.905 -73,92 639 -73,38
2026-02-11 13F Manchester Capital Management LLC 9.226 3.093
2026-02-10 13F IAG Wealth Partners, LLC 4.065 -3,51 1.363 -1,45
2026-02-17 13F Legacy Wealth Advisors, LLC 17.554 5.885
2026-01-30 13F Torren Management, LLC 106 36
2026-02-03 13F Patten & Patten Inc/tn 2.105 -3,35 706 -1,26
2026-04-21 13F Maseco Llp 17.187 12,78 5.515 7,95
2026-02-13 13F Archetype Wealth Partners 2.303 29,45 1
2026-04-22 13F tru Independence LLC 3.419 4,81 1.097 0,27
2026-02-14 13F Silver Grove Financial Group, Inc. 3.333 2,74 1.118 4,98
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-04-17 13F Clear Trail Advisors, LLC 4.142 -2,97 1.329 -7,20
2026-01-30 13F Safe Harbor Family Capital, LLC 82.597 27.693
2026-02-17 13F Advisor Group Holdings, Inc. 2.633.443 -3,90 883.144 -0,76
2026-02-05 13F Conning Inc. 49.266 0,00 16.517 2,16
2026-02-10 13F EagleClaw Capital Managment, LLC 8.432 -5,60 2.827 -3,58
2026-02-12 13F Conservest Capital Advisors, Inc. 1.387 0,00 465 2,20
2026-04-24 13F Root Financial Partners, LLC 119.196 24,34 38.239 18,98
2026-04-09 13F VERITY Wealth Advisors Put 0 -100,00 0 -100,00
2026-02-05 13F 1620 Investment Advisors, Inc. 107 0,00 36 0,00
2026-04-21 13F Dougherty Wealth Advisers LLC 235 -22,95 75 -26,47
2026-02-06 13F Frisch Financial Group, Inc. 4.409 0,52 1.478 2,43
2026-04-14 13F Papp L Roy & Associates 7.724 -3,38 2.478 -7,57
2026-01-06 13F Advance Capital Management, Inc. 3.615 -13,99 1.212 -12,11
2026-04-10 13F Capital Advantage, Inc. 3.349 0,54 1.074 -3,76
2026-04-21 13F Yardley Wealth Management LLC 1.754 0,00 563 -4,42
2026-01-20 13F Savvy Advisors, Inc. 47.798 22,66 16.025 25,31
2026-04-08 13F DiNuzzo Private Wealth, Inc. 2.187 8,00 702 3,39
2026-02-13 13F GM Advisory Group, Inc. 330.625 2,07 110.849 4,27
2026-01-22 13F Rodgers & Associates, LTD 13.652 78,97 4.577 82,86
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 2.236 75,51 717 67,92
2026-04-22 13F Essential Planning, LLC. 66.344 5,25 21.284 0,71
2026-04-22 13F J. Team Financial, Inc. 1.057 -11,40 339 -15,25
2026-04-20 13F Ronald Blue Trust, Inc. 27.615 4,43 8.859 -0,07
2026-02-12 13F Ardent Capital Management, Inc. 721 0,00 242 2,12
2026-01-21 13F Rocky Mountain Advisers, Llc 436 -37,36 146 -35,96
2026-02-11 13F Shared Vision Wealth Group LLC 2.683 0,00 918 3,97
2026-04-09 13F Meritas Wealth Management, LLC 630 0,48 202 -3,81
2026-01-29 13F Brickley Wealth Management 4.162 4,42 1.395 6,65
2026-02-17 13F IHT Wealth Management, LLC 54.388 2,91 18.235 5,13
2026-04-13 13F Robinhood Asset Management, LLC 6.839 14,54 2.194 9,65
2026-04-15 13F Cypress Wealth Services, LLC 2.579 -37,13 827 -39,85
2026-02-05 13F Mason & Associates Inc 5.935 -5,34 1.990 -3,31
2026-04-03 13F Investors Research Corp 90 0,00 29 -6,67
2026-04-22 13F Kapstone Financial Advisors LLC 1.129 5,12 362 0,56
2026-01-26 13F Thomasville National Bank 1.850 -23,49 620 -21,82
2026-02-27 13F Compass Financial Services Inc 701 -12,38 235 -10,69
2026-04-21 13F Trevian Wealth Management LLC 19.209 -3,42 6.162 -7,59
2026-02-11 13F Group One Trading, L.p. 923 309
2026-01-26 13F Riverview Trust Co 4.604 0,00 1.544 2,19
2026-04-13 13F Richard P Slaughter Associates Inc 3.226 -23,93 1.035 -27,16
2026-04-08 13F Significant Wealth Partners LLC 1.846 0,65 592 -3,58
2026-04-16 13F Rockland Trust Co 1.244 0,00 399 -4,32
2026-04-21 13F/A Madrid Wealth Management, LLC 14.598 -0,07 4.683 -4,37
2026-04-22 13F Avalon Advisory Group 388.171 4,63 124.529 0,12
2026-02-06 13F Paradigm Capital Management, LLC/NV 1.749 0,06 1
2026-04-09 13F Tompkins Financial Corp 7.843 9,55 2.516 4,83
2026-04-13 13F BFI Infinity Ltd. 39.655 -34,07 12.722 -36,92
2026-04-09 13F VERITY Wealth Advisors 126.339 -3,00 40.531 -7,19
2026-04-21 13F Compass Planning Associates Inc 10.212 -1,36 3.276 -5,62
2026-04-22 13F Shum Financial Group, Inc. 1.626 0,00 522 -4,40
2026-02-28 13F NCM Capital Management, LLC 7.830 -0,13 2.625 2,06
2026-02-02 13F Horizon Investments, LLC 1.155 243,75 387 251,82
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 1.356 -3,69 435 -7,84
2026-04-22 13F Ohio National Investments, Inc. 587.923 0,00 188.612 -4,31
2026-04-09 13F Clarity Capital Advisors, LLC 54.228 31,89 17.397 26,20
2026-02-11 13F 1776 Wealth LLC 5.117 1.716
2026-04-10 13F Harbor Group, Inc. 5.117 70,06 1.641 62,80
2026-04-16 13F Johnson Bixby & Associates, LLC 7.308 -21,03 2.345 -24,44
2026-04-13 13F Fiduciary Financial Group, Llc 37.065 3,84 11.891 -0,64
2026-04-22 13F Traphagen Investment Advisors Llc 44.588 0,59 14.304 -3,75
2025-11-05 13F Lokken Investment Group LLC 15.578 2,42 5.112 10,60
2026-01-30 13F Stegner Investment Associates Inc. 2.350 -5,96 788 -4,02
2026-02-10 13F Options Solutions, Llc 2.721 172,10 912 178,05
2026-04-09 13F Rockingstone Advisors LLC 17.000 0,06 5.454 -4,27
2026-02-06 13F KDT Advisors, LLC 3.360 0,00 1.127 2,18
2026-04-22 13F Figure 8 Investment Strategies Llc 1.583 -10,21 508 -14,21
2026-04-07 13F Heartwood Wealth Advisors LLC 1.860 0,76 597 -3,56
2026-04-21 13F Accredited Investor Services, Llc 1.049 337
2026-04-24 13F Retirement Systems of Alabama 1.670 0,00 536 -4,29
2026-02-06 13F Cullen/frost Bankers, Inc. 14.512 23,38 4.866 26,04
2026-02-13 13F River Wealth Advisors LLC 3.003 0,23 1.007 2,34
2026-03-11 13F Downshift Financial, LLC 39.620 13.213
2026-04-20 13F SILVER OAK SECURITIES, Inc 54.587 -7,70 17.512 -12,35
2026-02-17 13F Prostatis Group LLC 2.228 -0,04 747 2,19
2026-02-13 13F Glen Eagle Advisors, LLC 27.397 5,20 9.186 7,48
2026-04-23 13F Ironwood Wealth Management, LLC. 802 1,78 257 -2,65
2026-02-10 13F Linscomb & Williams, Inc. 151.159 -0,37 50.679 1,79
2026-04-14 13F Arnold Financial Planning LLC 3.824 -4,99 1.227 -9,12
2026-04-22 13F Riverbend Wealth Management, LLC 1.573 15,24 505 10,28
2026-04-27 13F Pensionmark Financial Group, Llc 100.215 0,98 32.150 -3,38
2026-01-15 13F Royal Fund Management, LLC 11.564 29,03 3.885 31,84
2026-04-22 13F Kennedy Investment Group 1.000 -0,30 321 -4,76
2026-02-05 13F Clarion Wealth Managment Partners, LLC 3.132 68,03 1.050 71,69
2026-02-18 13F Beacon Pointe Advisors, LLC 742.991 48,65 249.103 51,87
2026-04-16 13F Cambridge Advisors Inc. 36.298 0,00 11.645 -4,31
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19.269 1,73 6.182 -2,66
2026-04-24 13F Ledyard National Bank 9.331 -4,79 2.993 -8,89
2026-02-17 13F EFG International AG 5.514 1.849
2026-02-17 13F Capital Planning Advisors, LLC 2.730 0,00 915 2,23
2026-04-21 13F Family Wealth Group, LLC 3.060 55,96 982 49,32
2026-04-23 13F Members Wealth Llc 6.436 16,66 2.260 19,77
2026-02-04 13F Dogwood Wealth Management LLC 43.305 9,34 14.519 11,40
2026-02-09 13F Shufro Rose & Co Llc 36.644 17,01 12.286 42,73
2026-04-16 13F Consolidated Planning Corp 981 -55,08 315 -57,10
2026-04-17 13F Krilogy Financial LLC 34.737 3,82 12.020 5,04
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 1.570 9,26 504 4,57
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-01-07 13F Sagespring Wealth Partners, Llc 57.762 -2,11 6.079 -4,42
2026-04-10 13F Integris Wealth Management, LLC 110.229 1,57 35.363 -2,81
2026-04-17 13F CENTRAL TRUST Co 313.139 -3,31 100.458 -7,48
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 17.526 3,38 5.623 -2,73
2026-02-12 13F Trace Wealth Advisors, LLC 59.859 -0,35 20.069 1,81
2026-01-28 13F Cadinha & Co Llc 4.002 0,00 1.342 2,13
2026-02-04 13F Bensler, LLC 1.189 0,08 399 2,31
2026-04-14 13F LifeGoal Wealth Advisors 7.690 0,10 2.486 -3,50
2026-02-05 13F Proactive Wealth Strategies LLC 2.905 974
2026-02-19 13F CI Private Wealth, LLC 1.961.875 13,46 636.721 12,39
2026-04-17 13F Paragon Capital Management Inc 6.355 -21,37 2.039 -24,77
2026-04-07 13F Agate Pass Investment Management, LLC 2.723 0,00 874 -4,28
2026-02-06 13F Fischer Financial Services, Inc. 4.050 -2,85 1.358 -0,80
2026-04-13 13F Cogent Private Wealth, Inc. 669 8,60 215 3,88
2026-02-13 13F Whalerock Point Partners, Llc 3.368 0,00 1.129 2,17
2026-01-23 13F Legacy Financial Strategies, LLC 52.178 -9,21 17.494 -7,24
2026-02-11 13F Taylor Hoffman Capital Management LLC 1.991 5,18 668 7,41
2026-04-23 13F Wheelhouse Advisory Group LLC 1.091 4,30 350 -0,85
2026-04-09 13F Goelzer Investment Management, Inc. 5.409 2,37 1.735 -2,03
2026-04-16 13F Sunbeam Capital Management, LLC 2.329 747
2025-11-14 13F Wetherby Asset Management Inc 316.036 -0,21 103.714 7,75
2026-01-15 13F Nisa Investment Advisors, Llc 136.128 60,21 45.640 63,22
2026-02-19 13F Atomi Financial Group, Inc. 80.576 2,25 27.015 4,46
2026-02-18 13F Hanlon Investment Management, Inc. 9.399 98,63 3.151 103,03
2026-04-16 13F CogentBlue Wealth Advisors, LLC 14.019 1,39 4.497 -2,98
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-05 13F Flavin Financial Services, Inc. 4.694 16,62 1.574 19,17
2026-04-10 13F Quaker Wealth Management, LLC 168.373 4,58 54.016 0,07
2026-02-17 13F Modern Wealth Management, LLC 305.158 2,51 102.311 4,73
2026-02-09 13F V. M. Manning & Co., Inc. 602 202
2026-02-17 13F Sterling Wealth Management, Inc. 118.131 -0,63 39.606 1,52
2026-04-14 13F Legacy Trust 2.761 0,00 886 -4,32
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 14.212 11,89 4.559 7,07
2026-02-12 13F SWAN Capital LLC 1.661 0,00 557 2,02
2026-04-01 13F Bangor Savings Bank 78 0,00 25 -3,85
2026-01-26 13F Townsend & Associates, Inc 692 0,00 237 4,42
2026-02-13 13F Markin Asset Management, LP 1.662 557
2026-02-13 13F First Trust Advisors Lp 14.060 -72,33 4.714 -71,73
2026-04-23 13F Balanced Wealth Group Llc 8.449 98,52 2.711 93,43
2026-04-24 13F Optas, LLC 139.483 1,31 44.750 -3,06
2026-04-27 13F Sierra Summit Advisors Llc 0 -100,00 0
2026-02-17 13F XTX Topco Ltd 46.771 15.681
2026-02-12 13F Hamilton Point Investment Advisors, LLC 273 63,47 92 68,52
2026-04-17 13F/A Founders Financial Securities Llc 27.183 0,75 9.118 0,81
2026-04-27 13F Smith & Howard Wealth Management, LLC 159.786 0,20 51.263 -4,12
2026-02-11 13F Jpmorgan Chase & Co 4.863.654 -3,36 1.630.638 -1,26
2026-02-10 13F Ellevest, Inc. 225.671 2,61 75.661 4,83
2026-01-20 13F Ethos Financial Group, LLC 3.729 145,01 1.250 150,00
2026-02-13 13F Ariadne Wealth Management, LP 2.123 0,00 713 1,86
2026-04-08 13F Icapital Wealth Llc 5.024 0,02 1.612 -4,28
2026-04-20 13F Inscription Capital, LLC 24.356 -5,15 7.814 -9,25
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-11 13F Aufman Associates Inc 1.903 0,37 638 2,57
2026-02-06 13F Clientfirst Wealth Management, LLC 1.100 0,00 369 2,22
2026-04-15 13F Hartford Financial Management Inc. 135 77,63 43 72,00
2026-01-26 13F Whittier Trust Co 15.408 -1,71 5.257 1,64
2026-02-10 13F Peak Retirement Planning, Inc. 17.081 -2,28 5.727 -0,17
2026-04-15 13F Belleair Asset Management, LLC 4.307 27,77 1.382 22,21
2026-04-23 13F Folger Nolan Fleming Douglas Capital Management, Inc 35.954 1,79 11.534 -2,60
2026-04-21 13F Topsail Wealth Management, LLC 507.231 -0,16 162.725 -4,47
2026-03-04 13F Rehmann Capital Advisory Group 21.988 11,74 7.372 14,16
2026-01-21 13F Tandem Investment Partners LLC 13.317 -8,30 4.465 -6,32
2026-02-09 13F Strategic Financial Concepts, LLC 1.831 -94,03 614 -93,87
2026-04-16 13F Cornerstone Management, Inc. 43.574 0,00 13.979 -4,31
2026-01-28 13F Financial Symmetry Inc 9.771 0,27 3.276 2,41
2026-02-13 13F Resources Management Corp /ct/ /adv 295 0,00 0
2026-02-11 13F Prestige Wealth Management Group LLC 1.090 -3,71 366 -1,88
2025-11-13 13F Alamar Capital Management, LLC 1.120 -0,44 369 7,60
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 562 0,00 188 2,17
2026-01-28 13F Team Hewins, LLC 3.283 0,00 1.101 1,85
2026-02-12 13F Jane Street Group, Llc Call 409.500 13,28 137.293 15,73
2026-02-12 13F Jane Street Group, Llc 29.845 25,19 10.006 27,90
2026-02-12 13F Jane Street Group, Llc Put 69.400 37,70 23.268 40,68
2026-04-13 13F Lauer Wealth, LLC 2.413 -2,54 805 -4,39
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 849 -38,79 272 -42,49
2026-04-23 13F Emerald Advisors, LLC 2.770 0,00 889 -4,31
2026-04-21 13F North Forty Two & Co. 3.848 -0,62 1.234 -4,93
2026-02-10 13F PCA Investment Advisory Services Inc. 11.070 0,04 3.711 2,20
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 20.963 3,23 6.725 -1,22
2026-04-17 13F Brown, Lisle/cummings, Inc. 4.759 0,00 1.527 -4,33
2026-04-13 13F Plan Group Financial, LLC 24.942 7,89 8.002 3,24
2026-04-22 13F TPG Advisors LLC 30.685 0,22 9.844 -4,10
2026-01-23 13F Smith, Moore & Co. 188.350 0,72 63.148 2,90
2026-02-04 13F JSF Financial, LLC 998 4,50 335 6,71
2026-04-15 13F Client 1st Advisory Group, Llc 1.110 356
2026-01-26 13F Quadrant Private Wealth Management, LLC 17.158 46,09 5.753 48,82
2026-02-06 13F BlueStem Wealth Partners, LLC 2.493 0,24 836 2,33
2026-02-13 13F Invictus Private Wealth, Llc 0 -100,00 0
2026-02-17 13F Turim 21 Investimentos Ltda. 130.926 -0,12 89.281 2,24
2026-01-12 13F Schaper Benz & Wise Investment Counsel Inc/wi 7.302 -6,77 2.448 -4,75
2026-04-17 13F LMG Wealth Partners, LLC 6.970 4,95 2.236 0,45
2026-04-27 13F Strathmore Capital Advisors, Inc. 12.552 11,69 4.419 17,28
2026-04-27 13F Koshinski Asset Management, Inc. 29.803 1,52 9.561 -2,87
2026-01-30 13F Durante & Waters, Llc 18.793 2,82 6.301 5,04
2026-02-17 13F one8zero8, LLC 470 -2,08 158 0,00
2026-04-15 13F Radnor Capital Management, LLC 3.581 3,71 1.149 -0,78
2026-02-03 13F Kassira Wealth Management LLC 6.724 0,67 2.254 2,88
2026-01-27 13F Berger Financial Group, Inc 18.065 -0,89 6.057 1,25
2026-03-16 13F Osbon Capital Management Llc 35.722 -53,70 11.976 3,41
2026-04-24 13F Secured Retirement Advisors, Llc 5.969 -5,28 1.915 -9,37
2025-11-13 13F Glenmede Investment Management, LP 511.928 -1,49 167.999 6,37
2026-02-17 13F Coppell Advisory Solutions LLC 2.577 0,31 871 3,57
2026-04-24 13F Cannon Advisors, Inc. 1.077 18,22 346 11,29
2026-04-08 13F Quantum Financial Advisors, LLC 25.506 7,58 8.183 2,94
2026-04-22 13F Quarry Hill Advisors, Llc 15.422 -1,42 5.406 3,07
2026-01-07 13F Yeomans Consulting Group, Inc. 11.768 38,86 3.945 41,40
2026-02-12 13F SVRN Asset Management, LLC 79.638 26.700
2026-04-20 13F Leeward Financial Partners, LLC 1.499 0,00 481 -4,38
2026-02-12 13F Bank Of Montreal /can/ 943.855 1,15 316.446 3,34
2026-02-18 13F Front Street Capital Management, Inc. 4.006 31,22 1 0,00
2026-02-13 13F Bollard Group LLC 3.363 0,57 1 0,00
2026-01-28 13F Kanawha Capital Management Llc 2.150 -1,78 721 0,28
2026-04-07 13F Signaturefd, Llc 58.523 3,62 18.775 -0,85
2026-04-22 13F Bluesphere Advisors, LLC 1.367 439
2026-01-29 13F Dunhill Financial, LLC 36.382 1,38 12.198 3,58
2025-11-13 13F Prudential Financial Inc 0 -100,00 0
2026-02-17 13F Warren Averett Asset Management, LLC 315.628 20,84 105.821 23,45
2026-03-02 13F Clearwave Capital, LLC 1.878 630
2026-02-10 13F Arcadia Wealth Management, Inc. 6.892 7,39 2.311 9,69
2026-02-13 13F Squarepoint Ops LLC 2.204 739
2026-04-16 13F True Vision MN LLC 5.293 -3,31 1.698 -7,47
2026-04-24 13F Courage Miller Partners, LLC 5.155 -0,04 1.654 -4,34
2026-02-13 13F Squarepoint Ops LLC Call 1.600 -23,81 536 -22,21
2026-02-13 13F Squarepoint Ops LLC Put 1.500 0,00 503 2,03
2026-02-13 13F Level Four Advisory Services, Llc 34.482 6,03 11.561 8,32
2026-02-19 13F Van Diest Capital, LLC 1.065 357
2026-02-10 13F Peapack Gladstone Financial Corp 20.721 21,91 7 20,00
2026-02-10 13F Principia Wealth Advisory, LLC 1.386 0,95 465 3,11
2026-04-13 13F Bay Rivers Group 6.024 -0,08 1.933 -4,40
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 993 333
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 1.073 5,30
2026-02-13 13F Burton Enright Welch 1.342 1,74 450 4,17
2026-04-24 13F Family Investment Center, Inc. 2.493 -2,04 800 -6,33
2026-01-23 13F Oxler Private Wealth LLC 2.049 0,00 687 2,08
2026-01-28 13F Headland Capital, LLC 1.654 -1,55 555 0,54
2026-02-17 13F Northeast Financial Group, Inc. 8.088 -1,84 2.712 0,26
2026-01-21 13F Raleigh Capital Management Inc. 100 0,00 34 3,13
2026-02-13 13F Plum Street Advisors, LLC 7.420 0,00 2.488 2,18
2026-04-09 13F Chemistry Wealth Management LLC 7.118 3,47 2.283 -1,00
2026-04-16 13F Capital Advisors, Ltd. LLC 93.753 3,93 30 0,00
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 379 7,98 127 10,43
2026-01-21 13F William Howard & Co Financial Advisors Inc 1.203 7,89 403 10,41
2026-04-16 13F Heck Capital Advisors, LLC 350.301 -2,19 112.380 -6,41
2026-02-13 13F Oarsman Capital, Inc. 5.078 21,28 1.703 23,87
2026-04-23 13F Conscious Wealth Investments, Llc 4.921 -1,16 1.699 2,17
2025-11-07 13F Synovus Financial Corp 154.364 24,83 50.667 34,78
2026-02-12 13F Nuveen, LLC 157.379 28,37 52.764 31,15
2026-04-08 13F Fermata Advisors, LLC 5.451 -23,14 1.749 -26,46
2026-04-22 13F Storen Legacy Partners, LLC 884 283
2026-02-13 13F Brown Advisory Inc 2.171.354 14,94 727.990 17,42
2026-04-14 13F Zrc Wealth Management, Llc 6.878 -5,00 2.206 -9,11
2026-04-20 13F Focused Wealth Management, Inc 4.311 -0,32 1.383 -4,69
2026-04-27 13F Gordian Advisors LLC 77.427 1,95 24.839 -2,44
2026-04-08 13F First Heartland Consultants, Inc. 31.038 -4,10 9.957 -8,23
2026-04-13 13F Lee Financial Co 10.069 0,32 3.230 -4,01
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 174.787 6,76 56.073 2,15
2026-02-10 13F BlackDiamond Wealth Management Inc. 705 -0,98 242 3,43
2026-04-14 13F Affiance Financial, LLC 227.871 9,88 73.103 5,14
2026-02-13 13F Ames National Corp 10.230 -0,38 3.430 1,78
2026-04-01 13F Rowland & Co Investment Counsel/adv 5.293 9,84 1.698 5,14
2026-04-16 13F MontVue Capital Management, Inc. 53.610 -0,84 17.198 -5,11
2026-02-13 13F Sovereign Investment Advisors, LLC 29.908 -3,69 10.027 -1,61
2026-04-24 13F Flagship Private Wealth, LLC 17.629 -1,09 5.656 -5,36
2026-01-26 13F Intelligent Financial Strategies 45.676 -7,41 15.314 -5,67
2026-02-02 13F JDM Financial Group LLC 64 0,00 21 0,00
2026-02-06 13F Copia Wealth Management 598 -0,83 200 1,52
2026-01-27 13F Birch Hill Investment Advisors LLC 758 -0,39 254 2,01
2026-01-23 13F Arbor Investment Advisors, LLC 7.202 -0,08 2.415 2,07
2026-02-11 13F Pettyjohn, Wood & White, Inc 11.783 0,00 3.950 2,17
2026-04-09 13F ASL Financial, LLC 30.370 -1,60 9.743 -5,86
2026-04-15 13F Purus Wealth Management, LLC 1.156 -32,83 371 -35,76
2026-02-17 13F Fairview Capital Investment Management, Llc 43.893 0,44 14.716 2,62
2026-04-21 13F Ramiah Investment Group 34.283 7,46 10.998 2,82
2026-02-13 13F Karpus Management, Inc. 0 -100,00 0
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 743 0,13 238 -4,03
2026-02-25 13F Kw Wealth Management Llc 3.328 11,38 1.116 13,88
2026-04-16 13F BlueSky Wealth Advisors, LLC 7.194 15,49 2.308 10,49
2025-10-27 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2026-04-23 13F Eagle Wealth Advisors LLC 1.650 0,00 529 -4,34
2026-01-15 13F Fulcrum Capital LLC 1.291 0,00 433 2,13
2026-02-13 13F Northwest Bancshares, Inc. 2.330 -6,16 781 -4,05
2026-04-27 13F Flagstone Financial Management 2.088 0,00 670 -4,29
2026-02-10 13F Core Wealth Advisors, Llc 89 30
2026-04-21 13F Narus Financial Partners, LLC 14.426 0,88 4.628 -3,48
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-04-20 13F Arta Finance Wealth Management LLC 46.908 17,80 15.049 12,72
2026-02-02 13F Legacy Edge Advisors, LLC 6.002 2.012
2026-04-20 13F Cardinal Strategic Wealth Guidance 1.557 0,26 500 -4,04
2026-01-12 13F Ccm Investment Advisers Llc 779 0,00 261 2,35
2026-02-12 13F Summit Financial, LLC 1.661.237 1,12 556.963 3,31
2026-04-08 13F Heritage Family Offices, LLP 9.891 40,08 3.173 34,05
2026-04-21 13F Moseley Investment Management Inc 10.841 4,30 3.478 -0,20
2026-02-11 13F MCF Advisors LLC 17.310 49,55 5.803 52,51
2026-02-13 13F Voya Financial Advisors, Inc. 11.376 -7,01 3.850 -3,80
2026-04-21 13F Xcel Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 79.694 -11,11 25.579 -14,93
2026-02-11 13F Hapanowicz & Associates Financial Services, Inc 672 -8,32 225 -6,25
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 10.100 -0,28 3.240 -4,57
2026-04-10 13F Centurion Wealth Management LLC 9.491 3,33 3.045 -1,14
2026-02-17 13F Ibex Wealth Advisors 0 -100,00 0
2026-03-04 13F/A Valpey Financial Services, LLC 2.101 134,49 704 139,46
2026-02-06 13F Great Diamond Partners, LLC 85.598 -3,25 28.698 -1,16
2026-01-30 13F Simplicity Wealth,LLC 8.186 -20,69 2.744 -18,98
2026-02-09 13F Smith Chas P & Associates Pa Cpas 2.982 37,29 1.000 40,31
2026-02-13 13F Vernal Point Advisors, LLC 75.916 4,27 25.452 6,23
2026-04-20 13F Consilium Wealth Advisory, LLC 33.524 4,00 10.755 -0,49
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 4.162 1,79 1.335 -2,55
2026-02-17 13F Harvest Investment Services, LLC 1.085 31,52 364 34,44
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-12 13F Federated Hermes, Inc. 7.470 0,00 2.504 2,16
2026-02-03 13F D.B. Root & Company, LLC 14.974 0,35 5.020 2,51
2026-02-17 13F Snowden Capital Advisors LLC 20.752 4,30 6.958 6,26
2026-02-17 13F/A Vance Wealth, Inc. 1.131 2,63 379 4,70
2026-04-21 13F Keystone Financial Group, Inc. 4.548 129,58 1.459 119,58
2026-04-24 13F MOR Wealth Management, LLC 5.820 0,28 1.867 -4,01
2026-04-24 13F SOL Capital Management CO 5.776 -47,58 1.586 52.733,33
2026-04-23 13F Scissortail Wealth Management, LLC 108.648 -10,59 34.848 -14,46
2026-02-13 13F Seneschal Advisors, LLC 71.773 -2,08 24.063 0,04
2026-01-27 13F Meritage Portfolio Management 17.188 1,05 5.762 3,24
2026-04-23 13F Powell Investment Advisors, LLC 16 0,00 5 0,00
2026-02-02 13F PKS Advisory Services, LLC 17.091 3,02 5.730 5,25
2026-02-14 13F American Trust 17.350 8,93 5.817 11,29
2026-02-05 13F May Hill Capital, LLC 21.008 110,69 7.044 115,25
2026-02-13 13F Financial Network Wealth Advisors LLC 61 0,00 21 0,00
2026-04-22 13F Joel Isaacson & Co., LLC 524.833 3,26 168.372 -1,19
2026-04-06 13F GAMMA Investing LLC 5.529 -1,18 1.774 -5,44
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 75 0,00 24 -4,00
2026-02-06 13F Planning Alternatives Ltd /adv 2.066 0,00 693 2,06
2025-11-07 13F Ade, Llc 0 -100,00 0
2026-04-13 13F Midway Capital Research & Management 321 103
2026-04-24 13F Newton One Investments LLC 28.336 2,59 9.090 -1,84
2026-01-12 13F VisionPoint Advisory Group, LLC 3.997 -3,90 1.340 -1,76
2026-02-03 13F International Assets Investment Management, Llc 41.490 6,20 13.910 17,15
2026-02-10 13F Greenwich Wealth Management LLC 4.113 0,76 1 0,00
2026-04-13 13F Neumann Capital Management, LLC 3.820 -30,11 1.225 -33,13
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 46.610 -3,95 15.627 -1,88
2026-04-22 13F Invera Wealth Advisors, LLC 1.040 0,00 334 -4,31
2026-02-06 13F Synergy Investment Management, LLC 9.907 -6,47 3.321 -4,46
2026-04-14 13F Sensenig Capital Advisors, Inc 1.449 -4,98 465 -9,20
2026-04-27 13F Sharp Financial Services, LLC 2.858 0,35 917 -3,98
2026-02-13 13F Kcm Investment Advisors Llc 104.380 -3,69 34.995 -1,61
2026-02-13 13F Fortitude Advisory Group L.L.C. 3.864 25,82 1.295 28,60
2026-04-10 13F YHB Investment Advisors, Inc. 10.745 -1,44 3.447 -5,69
2026-04-15 13F Ridgeline Wealth, LLC 3.355 0,03 1.076 -4,27
2026-04-16 13F Balboa Wealth Partners 25.978 1,07 8.334 -3,28
2026-02-11 13F Arsenal Capital Advisors LLC 3.254 1.091
2026-02-04 13F National Mutual Insurance Federation of Agricultural Cooperatives 2.686.800 0,00 900.803 2,16
2026-02-17 13F Royal Bank Of Canada 3.055.143 3,24 1.024.298 5,47
2026-02-03 13F Sigma Investment Counselors Inc 60.528 -4,77 20.293 -2,70
2026-02-17 13F Note Advisors, LLC 1.543 0,00 523 3,36
2026-02-13 13F RFP Financial Group LLC 5.530 -48,24 1.854 -42,03
2026-02-12 13F Timmons Wealth Management, LLC 8.937 2.996
2026-04-22 13F Finley Financial, LLC 405 0,00 130 -4,44
2026-04-27 13F Truist Financial Corp 810.869 11,76 260.135 6,94
2026-02-13 13F Missouri Trust & Investment Co 758 0,00 254 2,42
2026-04-20 13F Courier Capital Llc 6.449 -1,44 2.069 -5,70
2026-04-21 13F Cambient Family Office, Llc 37.512 0,43 12.034 -3,90
2026-02-11 13F Peachtree Investment Partners, LLC 917 -3,58 308 -1,60
2026-02-11 13F Next Capital Management LLC 30.174 10,71 10.117 13,09
2026-04-10 13F Stillwater Capital Advisors, LLC 1.763 0,00 566 -4,40
2026-02-02 13F Everest Management Corp. 15.133 70,71 5.074 74,39
2026-01-28 13F Fiduciary Wealth Partners, LLC 2.494 0,04 836 2,20
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.682 11,97 3.106 7,11
2026-04-27 13F Platform Technology Partners 2.389 11,48 766 6,69
2026-04-24 13F Cabot Wealth Management Inc 0 -100,00 0
2026-01-29 13F Solidarilty Wealth, LLC 4.687 -0,06 1.571 1,81
2026-02-03 13F Alpha Cubed Investments, LLC 8.305 4,16 2.784 6,42
2026-02-11 13F Vestor Capital, Llc 550 -89,31 2 0,00
2026-04-27 13F Legacy Financial Group, Inc. 2.565 0,12 823 -4,20
2026-02-13 13F Flow Traders U.s. Llc 65.605 22
2026-04-17 13F Amarillo National Bank 962 -3,02 309 -7,23
2026-04-15 13F Perkins Coie Trust Co 6.516 0,00 2.090 -4,30
2026-04-13 13F CJM Wealth Advisers, Ltd. 0 -100,00 0
2026-04-10 13F Claris Advisors, Llc / Mo / 3.406 0,12 1.093 -4,21
2026-04-22 13F Financially in Tune, LLC 1.459 -1,15 468 -5,26
2026-02-13 13F Tradewinds, LLC. 7.109 -1,56 2.383 0,55
2026-04-17 13F 55 North Private Wealth, LLC 17.576 -0,10 5.638 -4,41
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 38.580 -0,13 12.935 -0,77
2026-04-21 13F Centennial Advisors, LLC 3.337 93,34 1.071 85,12
2026-02-02 13F Avidian Wealth Solutions, LLC 7.901 3,57 2.649 5,79
2026-02-12 13F Investment Counsel Co Of Nevada 1.788 4,26 599 6,58
2026-02-17 13F Fortune 45 LLC 3.620 0,56 1.217 3,40
2026-02-05 13F Navalign, LLC 1.423 15,60 477 18,36
2026-02-11 13F Dearborn Partners Llc 779 1,56 261 3,98
2026-02-02 13F Vawter Financial, Ltd. 6.370 0,68 2.136 2,84
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 514.573 -1,22 165.080 -5,48
2026-01-21 13F Newbridge Financial Services Group, Inc. 648 -21,26 217 -19,63
2026-04-21 13F Dougherty & Associates, LLC 1.777 -2,74 570 -6,86
2026-02-09 13F Frazier Financial Advisors, LLC 37.795 -3,09 12.671 -1,00
2026-04-23 13F 626 Financial, LLC 12.634 -6,98 4.053 -10,98
2026-01-28 13F Torray Llc 742 0,41 249 2,48
2026-02-03 13F Cassaday & Co Wealth Management LLC 15.714 95,18 5.269 99,39
2026-01-26 13F Keystone Wealth Services, LLC 3.876 -4,41 1.300 -2,33
2026-02-06 13F Evergreen Wealth Management, LLC 31.494 -17,23 10.559 -15,45
2026-01-23 13F Parthenon Llc 5.407 -3,31 1.813 -1,25
2026-01-29 13F Kickstand Ventures, Llc. 718 11,32 241 13,74
2026-02-04 13F LRI Investments, LLC 14.323 1,12 4.802 3,29
2026-01-28 13F Libra Wealth Llc 211.271 5,27 70.833 7,55
2026-02-12 13F Colonial Trust Advisors 3.985 0,03 1.336 2,14
2026-01-22 13F Colony Family Offices, LLC 0 -100,00 0 -100,00
2025-11-14 13F EFG Asset Management (Americas) Corp. 5.412 -6,01 1.776 1,49
2026-02-17 13F Integrated Advisors Network LLC 53.389 9,98 17.900 12,36
2026-02-17 13F Sherman Porfolios, Llc 1.455 82,10 488 85,88
2026-04-21 13F Barlow Wealth Partners, Inc. 2.196 0,00 770 2,40
2026-02-06 13F Associated Banc-corp 46.273 -16,69 15.514 -14,89
2026-02-17 13F Core Wealth Advisors, Inc. 727 0,00 244 2,10
2026-04-10 13F Insight Wealth Strategies, LLC 785 0,26 252 -4,20
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 578.222 2,90 193.860 5,13
2026-04-17 13F Defined Wealth Management, Llc 3.337 -12,60 1.070 -16,41
2026-02-17 13F Evergreen Wealth Solutions, LLC 1.548 34,26 519 37,04
2026-04-14 13F Lee-Kelleher Wealth Management 6.567 -15,44 2.107 -19,09
2026-02-13 13F Financial Sense Advisors, Inc. 1.388 465
2026-02-11 13F Dorsey & Whitney Trust CO LLC 66.149 1,48 22.178 3,68
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3.072 0,00 986 -4,28
2026-02-17 13F Ameriprise Financial Inc 2.184.878 -2,37 733.843 -0,11
2026-04-23 13F Sellwood Investment Partners LLC 9.502 -21,67 3.048 -25,04
2026-04-22 13F Penney Financial, LLC 128.417 3,50 41.198 -0,96
2026-04-22 13F Legacy Wealth Management, Inc 29.077 3,13 9.328 -1,31
2026-02-17 13F Johns Hopkins University 1.310 49,71 439 52,96
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-02-10 13F Texas Yale Capital Corp. 6.287 0,05 2.108 2,18
2026-02-18 13F GWM Advisors LLC 420.148 5,11 140.863 7,38
2026-04-14 13F Foresight Capital Management Advisors, Inc. 15.168 0,56 4.866 -3,80
2026-02-04 13F Bridgewealth Advisory Group, LLC 12.135 1,85 4.069 4,04
2026-04-24 13F Keb Asset Management, Llc 12.921 -9,29 4.145 -13,19
2026-02-12 13F Mason Investment Advisory Services, Inc. 3.283 -0,06 1.101 2,04
2026-04-14 13F Twelve Points Wealth Management LLC 4.487 -4,51 1.439 -10,51
2026-02-09 13F Wealthquest Corp 4.765 1.598
2026-03-09 13F Rubicon Advisors, GP 6.291 2.109
2026-04-07 13F Central Pacific Bank - Trust Division 533 -0,74 171 -5,56
2026-04-22 13F Smallwood Wealth Investment Management, LLC 30.202 0,34 9.689 -3,98
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 52.568 -0,62 17.624 1,53
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 3.126 -24,73 1.048 -23,05
2026-04-22 13F BluePrint Investing LLC 28.958 0,20 9.290 -4,12
2026-01-23 13F Evolution Advisers, Inc. 39.187 0,00 0
2026-02-10 13F Resolute Capital, Llc 8.497 2.849
2026-04-10 13F OMNI 360 Wealth, Inc. 7.992 -0,05 2.564 -5,98
2026-02-13 13F Truvestments Capital Llc 280 0,00 94 2,20
2026-02-05 13F Western Wealth Management, LLC 58.772 29,98 19.704 32,79
2026-02-10 13F Lcnb Corp 1.293 0,00 434 2,12
2026-02-17 13F Asset Management Group, Inc. 45.390 -0,53 15.218 1,62
2026-04-09 13F Secure Asset Management, LLC 6.599 -7,03 2.117 -11,01
2026-02-05 13F HighMark Wealth Management LLC 2.468 0,57 827 2,73
2026-02-13 13F Chandler Asset Management, Inc. 102.635 -2,38 34.410 -0,27
2026-02-13 13F Solstein Capital, LLC 7.846 904,61 2.631 927,34
2026-04-07 13F Retirement Wealth Solutions LLC 2.760 6,07 886 1,49
2026-02-05 13F S&co Inc 2.882 0,00 1
2026-02-10 13F Thoroughbred Financial Services, Llc 61.562 12,88 21 17,65
2025-11-12 13F Barr E S & Co 0 -100,00 0
2026-01-29 13F Elevated Financial Group LLC 4.084 1.369
2026-01-23 13F Journey Beyond Wealth, LLC 1.040 2,26 349 4,50
2025-11-10 13F Beverly Hills Private Wealth, LLC 0 -100,00 0 -100,00
2026-01-26 13F West Wealth Group, LLC 995 2,79 334 5,05
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 6.658 74,34 2.281 82,04
2026-04-22 13F SimpliFi, Inc. 5.239 5,26 1.681 0,72
2026-02-17 13F Spears Abacus Advisors LLC 17.596 1,56 5.900 3,76
2026-02-12 13F Chilton Capital Management Llc 3.488 106,76 1.169 111,39
2026-04-13 13F GoalVest Advisory LLC 37.239 -7,16 11.947 -11,17
2026-04-15 13F Activest Wealth Management 606 71,19 194 64,41
2026-04-08 13F Canandaigua National Corp 1.672 536
2026-02-06 13F Geometric Wealth Advisors 12.308 1,14 4.127 3,33
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 24.555 2,64 8.233 4,87
2026-04-20 13F Tanglewood Wealth Management, Inc. 594.030 5,36 190.571 0,81
2026-04-21 13F Artesa Financial Group, LLC 1.198 -29,11 384 -32,16
2026-02-11 13F SAM Advisors, LLC 305.780 -1,69 102.519 0,43
2026-04-15 13F Valley National Advisers Inc 4.944 -4,74 2 0,00
2026-02-13 13F Evelyn Partners Investment Management LLP 845 40,83 283 44,39
2026-02-04 13F Concentrum Wealth Management 4.596 0,00 1.541 2,12
2026-04-22 13F Spirepoint Private Client, Llc 2.491 1,18 799 -3,15
2026-02-06 13F Orin Green Financial, LLC 1.075 -12,24 360 -10,45
2026-04-16 13F Ellsworth Advisors, LLC 0 -100,00 0
2026-04-21 13F Waterway Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 6.653 0,00 2.231 2,15
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 1.279 36,06 410 30,16
2026-02-14 13F Whipplewood Advisors, LLC 264 0,00 89 2,33
2026-02-04 13F Fairway Financial, LLC 58.322 1,49 19.553 3,69
2026-04-06 13F Versant Capital Management, Inc 36.808 16,16 11.808 11,16
2026-01-21 13F Petra Financial Advisors Inc 2.410 -1,75 808 0,37
2026-01-08 13F Old Port Advisors 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 14.973 -0,47 5 25,00
2026-04-20 13F Fort Henry Capital, LLC 18.265 5,01 5.860 0,48
2025-12-05 13F Vestwell Advisors, LLC 463
2026-02-02 13F Eq Wealth Advisors, Llc 68 23
2026-04-13 13F Kmg Fiduciary Partners, Llc 5.579 -25,59 1.790 -28,81
2026-04-24 13F Horizon Wealth Management, LLC 85.716 5,55 27.499 1,00
2026-04-27 13F Mustard Seed Financial, LLC 719 0,56 231 -3,77
2026-02-11 13F TCTC Holdings, LLC 20 0,00 7 0,00
2026-01-26 13F Pennsylvania Capital Management Inc /adv 3.693 32,56 1.238 35,45
2026-02-10 13F Chartist Inc /ca/ 0 -100,00 0
2026-01-30 13F Wealth Forward, LLC 976 1,35 327 3,48
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 5.314 142,98 1.782 148,40
2026-04-20 13F Columbia Asset Management 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 17.154 0,78 5.751 2,97
2026-04-23 13F Bell Bank 341.452 2,24 109.541 -2,17
2026-04-10 13F Revolve Wealth Partners, LLC 355.863 -7,89 114.164 -11,86
2026-01-20 13F Pine Harbor Wealth Management, LLC 47.773 -9,92 16.017 -7,97
2026-04-16 13F Ballast Rock Private Wealth LLC 8.332 3,53 2.673 -0,96
2026-04-20 13F LVW Advisors, LLC 3.671 3,23 1.178 -1,26
2026-02-13 13F Schroder Investment Management Group 653 -19,58 219 -18,05
2026-02-17 13F Cetera Investment Advisers 3.252.250 0,72 1.090.382 2,90
2026-02-18 13F Garton & Associates Financial Advisors LLC 310 104
2026-04-13 13F Winthrop Advisory Group LLC 190.049 1,22 60.970 -3,15
2026-04-15 13F Trellis Wealth Advisors LLC 84.706 -0,42 27.175 -4,72
2026-02-06 13F Cadence Wealth Management LLC 1.140 10,89 382 13,35
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 47.951 71,47 15.383 64,09
2025-11-06 13F Wealthstream Advisors, Inc. 19.267 0,04 6.323 8,01
2026-02-18 13F KKM Financial LLC 840 0,00 282 2,18
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0 -100,00
2026-02-17 13F Van Den Berg Management I, Inc 2.582 -2,01 866 0,12
2026-04-17 13F Boston Private Wealth Llc 31.642 -1,12 10.151 -5,39
2026-04-20 13F Kestra Private Wealth Services, Llc 71.128 -7,31 22.818 -11,30
2026-02-10 13F Fort Sheridan Advisors Llc 6.924 8,53 2.321 10,89
2026-04-22 13F Clear Creek Financial Management, LLC 17.631 10,39 5.656 5,64
2026-02-13 13F 10Elms LLP 4.439 -3,16 1.488 -1,06
2026-02-11 13F Fund Evaluation Group, LLC 5.007 12,21 1.679 14,62
2026-04-22 13F Sylvest Advisors, LLC 13.382 2,91 4.293 -1,51
2026-01-22 13F Montz Harcus Wealth Management LLC 1.241 4,20 416 6,39
2026-02-13 13F McAdam, LLC 8.362 -1,36 2.804 0,79
2026-04-10 13F HT Partners LLC 71.294 0,23 22.872 -4,10
2026-02-11 13F Buckingham Strategic Partners 501.579 -23,66 168.164 -23,04
2026-04-21 13F Nabity-Jensen Investment Management Inc 7.724 0,68 2.478 -3,65
2026-02-11 13F Francis Financial, Inc. 15.387 9,63 5.159 11,94
2026-04-21 13F Pallas Capital Advisors LLC 15.113 28,68 4.848 23,14
2026-02-17 13F Glenmede Trust Co Na 509.439 0,07 170.800 22,08
2026-01-28 13F Arbor Capital Management Inc /adv 791 -5,61 270 -2,54
2026-04-17 13F Weaver Capital Management LLC 2.038 0,00 654 -4,39
2025-11-14 13F Ebor Charitable Trust 97.901 4,90 27.722 -2,27
2026-01-26 13F MOKAN Wealth Management Inc. 1.198 402
2026-02-11 13F Miller Investment Management, LP 10.904 -2,92 3.656 -0,84
2026-04-14 13F Rf&l Wealth Management, Llc 15.017 -3,77 4.818 -7,93
2026-04-10 13F Sulzberger Capital Advisors, Inc. 9.250 -0,53 2.968 -4,81
2026-02-02 13F Estate Counselors, LLC 41.486 -30,61 13.909 -29,10
2026-04-17 13F United Advisor Group, LLC 6.310 3,12 2.024 -1,32
2026-04-21 13F Merkkuri Wealth Advisors LLC 193 62
2026-01-27 13F PFG Advisors 143.238 -3,18 48.023 -1,08
2026-04-13 13F Shira Ridge Wealth Management 4.729 -12,00 1.517 -15,77
2026-02-04 13F Certior Financial Group, Llc 0 -100,00 0
2026-01-28 13F Chicago Partners Investment Group LLC 116.165 10,66 39.561 11,52
2026-02-24 13F West Virginia University Foundation, Inc 728.924 55,22 244.386 58,58
2026-04-23 13F Financial Guidance Group, Inc. 1.734 0,00 556 -4,30
2026-04-10 13F DKM Wealth Management, Inc. 14.669 0,00 4.706 -4,33
2026-04-24 13F Seamount Financial Group Inc 24.367 0,50 7.817 -3,83
2026-04-21 13F Mayport, Llc 94.342 3,92 30.266 -0,57
2026-02-06 13F Cedar Wealth Management, LLC 201.060 -0,01 67.409 2,16
2026-01-13 13F Stablepoint Partners, LLC 1.500 0,94 503 3,08
2026-02-06 13F Mach-1 Financial Group, Inc. 4.582 1.536
2026-04-21 13F Financial Architects, LLC 78.072 -3,38 25.046 -7,55
2026-04-21 13F Old National Bancorp /in/ 24.876 62,28 7.980 55,28
2026-04-10 13F GEM Asset Management, LLC 1.361 0,07 437 -5,63
2026-01-06 13F Clark Financial Services Group Inc /bd 1.208 6,90 409 10,54
2026-04-16 13F BridgePort Financial Solutions, LLC 1.886 -17,35 605 -20,92
2026-04-01 13F GP Brinson Investments LLC 275.843 0,00 88.493 -4,31
2026-04-24 13F RKL Wealth Management LLC 1.164 4,02 373 -0,53
2026-02-13 13F Retirement Capital Strategies 84.653 -4,10 28.382 -2,02
2026-02-06 13F Summit Wealth Group, LLC 6.293 -0,11 2.110 2,03
2026-02-12 13F Quantum Capital Management, LLC / NJ 141 0,00 47 2,17
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 2.870 -1,71 962 0,42
2026-02-24 13F Alternative Investment Advisors, LLC. 704 11,92 236 14,56
2026-01-26 13F SeaBridge Investment Advisors LLC 8.024 -2,61 2.690 -0,48
2026-01-29 13F Calamos Wealth Management LLC 21.947 0,49 7.358 2,68
2026-02-11 13F GW&K Investment Management, LLC 3.499 1
2026-01-23 13F Lunt Capital Management, Inc. 17.375 113,61 5.825 118,25
2026-02-06 13F Ironwood Investment Counsel, LLC 6.783 156,25 2.274 161,98
2026-04-15 13F Aspen Investment Management Inc 14.424 -0,95 5 0,00
2026-02-13 13F Cozad Asset Management Inc 122.059 1,23 40.923 3,42
2025-11-13 13F DLD Asset Management, LP Call 0 -100,00 0
2026-02-02 13F Triune Financial Partners, LLC 2.548 0,43 868 4,21
2026-02-13 13F Klingenstein Fields & Co Lp 863 0,12 289 2,48
2025-11-14 13F NFP Retirement, Inc. Put 61 0,00
2026-04-13 13F Salem Investment Counselors Inc 6.116 -1,10 1.962 -5,35
2026-04-17 13F Andina Capital Management, LLC 1.122 -51,28 360 -53,37
2026-02-12 13F Great Lakes Advisors, Llc 1.433 4,22 480 6,43
2026-01-12 13F Rialto Wealth Management, LLC 9.097 -7,77 3.050 -5,75
2026-01-26 13F Roman Butler Fullerton & Co 1.883 0,05 642 0,94
2026-02-05 13F Unconventional Investor, LLC 204.898 1,56 68.696 3,75
2026-02-10 13F Savant Capital, LLC 2.421.782 3,32 811.951 5,56
2026-04-23 13F Etesian Wealth Advisors, Inc. 5.589 2,63 1.793 -1,75
2026-01-21 13F Palumbo Wealth Management LLC 2.207 740
2026-04-03 13F Global Wealth Strategies & Associates 1.197 -5,38 384 -9,43
2026-02-09 13F Unified Investment Management 1.361 0,00 456 2,24
2026-04-08 13F Ervin Investment Management, LLC 1.486 -6,31 477 -10,36
2026-04-21 13F Unique Wealth, Llc 5.572 -29,00 1.787 -32,08
2026-02-09 13F Main Street Research LLC 1.538 -6,90 516 -4,98
2026-04-20 13F Edge Wealth Management LLC 1.246 30,75 400 25,08
2026-02-06 13F BOK Financial Private Wealth, Inc. 15.294 -7,11 5.128 -5,37
2026-02-17 13F Evercore Wealth Management, LLC 18.703 2,52 6.271 4,73
2026-02-10 13F North Berkeley Wealth Management, LLC 2.256 -13,96 756 -12,09
2025-11-14 13F WNY Asset Management, LLC 10.611 20,79 3.482 30,46
2026-02-10 13F Advisor Resource Council 1.140 0,00 382 2,14
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 183.598 6,50 58.900 1,91
2026-02-10 13F Bank of New York Mellon Corp 2.067.920 -2,03 693.312 0,09
2026-02-05 13F TrueWealth Financial Partners 648 217
2026-01-20 13F Jackson Wealth Management, LLC 3.064 -10,54 1.027 -8,63
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 4.514 3,22 1.513 5,44
2026-01-22 13F Bfsg, Llc 121.148 5,67 40.617 7,96
2026-02-13 13F Global Endowment Management, LP 281.603 -8,31 94.413 -6,33
2026-04-14 13F Cohen Capital Management, Inc. 2.445 784
2026-02-05 13F Sherman Asset Management, Inc. 35.525 2,23 11.911 4,45
2026-04-21 13F Cfm Wealth Partners Llc 686 -2,70 220 -6,78
2026-02-03 13F Encompass More Asset Management 7.263 -46,55 2.435 -45,41
2026-02-10 13F Factorial Partners, Llc 18.250 54,66 6.119 58,01
2026-01-23 13F Bryant Woods Investment Advisors, LLC 597 200
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100,00 0
2026-01-12 13F National Wealth Management Group, LLC 12.540 -1,91 4.204 0,21
2026-04-24 13F Heritage Investors Management Corp 21.125 -1,72 7 -14,29
2026-04-17 13F Baker Ellis Asset Management LLC 222.130 -0,47 71.261 -4,76
2026-02-10 13F Jordan Park Group LLC 9.025 0,00 3.026 2,16
2026-02-17 13F Crabel Capital Management, LLC 0 -100,00 0
2026-01-21 13F StrongBox Wealth, LLC 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 1.057 -3,65 339 -7,63
2026-01-14 13F ORG Partners LLC 11.159 10,55 3.741 12,95
2026-04-20 13F First PREMIER Bank 108.390 -5,01 35 -10,53
2026-02-11 13F Franklin Resources Inc 125.060 76,80 41.929 80,62
2026-02-11 13F Franklin Resources Inc Put 4.900 0,00 1.643 2,11
2026-02-13 13F First National Bank Of Omaha 279.269 1.948,03 94.315 2.008,07
2026-04-10 13F Cooke Wealth Management, LLC 85.886 2,24 27.553 -3,82
2026-04-20 13F Emprise Bank 37.423 11,12 12.006 6,32
2026-02-17 13F Obsido Oy 197.497 7,00 66.215 9,32
2026-01-21 13F Woodmont Investment Counsel Llc 93.385 1,77 31.309 3,97
2026-02-12 13F Walled Lake Planning & Wealth Management, Llc 2.956 0,54 991 2,80
2026-02-02 13F Millstone Evans Group, LLC 633 1.306,67 212 1.414,29
2026-02-04 13F HORAN Wealth, LLC 10.352 0,42 3.471 2,60
2026-02-19 13F Claris Financial LLC 5.019 167,82 1.683 173,94
2026-04-16 13F Sprinkle Financial Consultants LLC 8.276 0,10 2.655 -4,22
2026-02-09 13F Darden Wealth Group Inc 4.501 0,00 1.509 2,17
2026-04-17 13F Tectonic Advisors Llc 1.161 -44,24 372 -46,70
2026-02-02 13F Alliance Wealth Advisors, LLC /UT 11.179 498,13 3.748 511,26
2026-02-05 13F Thayer Partners, LLC / MA 739 248
2026-01-14 13F WESPAC Advisors, LLC 1.450 -1,02 486 1,25
2026-01-27 13F TriaGen Wealth Management LLC 9.435 -0,43 3.163 1,74
2026-02-12 13F Fortress Private Ledger, Llc 677 0,00 227 1,80
2026-02-13 13F 1832 Asset Management L.P. 1.868 24,28 626 26,98
2026-02-17 13F Fairscale Capital, LLC 3.669 0,99 1.230 2,93
2026-04-13 13F Professional Financial Advisors, LLC 39.053 27,27 12.529 21,78
2026-01-20 13F Meridian Investment Counsel Inc. 2.462 0,00 825 2,23
2026-02-06 13F Kingdom Financial Group LLC. 1 0
2026-04-23 13F McMillan Office, Inc. 43 0,00 14 -7,14
2026-04-10 13F Field & Main Bank 1.745 0,00 560 -4,44
2026-04-16 13F Phillips Financial Management, Llc 28.476 3,97 9.135 -0,51
2026-04-21 13F Sims Investment Management, Llc 889 0,00 285 -4,36
2026-02-13 13F Baird Financial Group, Inc. 876.258 8,42 293.783 10,76
2026-04-13 13F Woodside Wealth Management LLC 13.528 1,36 4.340 -3,02
2026-04-23 13F Orca Investment Management, LLC 7.762 -2,04 2.490 -6,25
2026-02-10 13F Chico Wealth RIA 2.532 0,04 849 2,17
2026-01-29 13F Virtus Wealth Solutions LLC 1.906 8,42 639 10,94
2026-04-17 13F Fifth Third Wealth Advisors LLC 16.547 5,75 5.308 1,18
2026-02-10 13F SCS Capital Management LLC 2.539.532 -1,00 851.429 1,11
2026-02-17 13F Hanover Advisors Inc 186.480 -0,11 62.521 2,05
2026-04-16 13F Brookstone Capital Management 92.410 68,98 29.646 61,69
2026-02-13 13F Seaside Wealth Management, Inc. 348.344 0,52 116.790 2,69
2026-04-23 13F Bridge Generations Wealth Management Llc 12.190 0,75 3.911 -3,60
2026-01-14 13F New England Professional Planning Group Inc. 2.804 0,00 940 2,17
2026-02-12 13F Tull Financial Group, Inc. 860 14,06 288 16,60
2026-02-17 13F Hamilton Wealth, LLC 16.246 214,84 669 -60,54
2026-04-09 13F Tilia Fiduciary Partners, Inc. 2.795 0,04 897 -4,27
2026-02-17 13F Ameriflex Group, Inc. 2.910 -41,02 976 -39,78
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2.811 -7,75 902 -11,75
2026-04-24 13F My Purposeful Wealth Corp. 26.188 6,54 8.401 1,94
2026-04-13 13F Bank & Trust Co 21 0,00 7 -14,29
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 3.341 0,27 1.120 2,47
2026-01-20 13F Cromwell Holdings LLC 0 -100,00 0
2026-04-09 13F PCB Capital LLC 894 300
2026-04-13 13F Stockman Wealth Management, Inc. 3.424 -32,89 1.098 -35,79
2026-04-24 13F Stock Yards Bank & Trust Co 29.441 1,47 9.445 -2,90
2026-04-23 13F Ellenbecker Investment Group 2.326 132,14 746 122,69
2026-04-21 13F Shepherd Street Advisors LLC 12.868 2,82 4.128 -1,60
2026-01-09 13F Appleton Partners Inc/ma 4.062 -0,61 1 0,00
2026-02-13 13F Integrity Investment Advisors, LLC 1.268 11,72 425 14,25
2026-01-29 13F Sentinel Trust Co Lba 100.729 3,64 34 6,45
2026-02-05 13F Halter Ferguson Financial Inc. 3.081 0,42 1.033 2,58
2026-02-17 13F City National Bank Of Florida /msd 702 -41,94 235 -40,66
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 93.285 -18,74 29.927 -22,25
2026-04-20 13F YANKCOM Partnership 340 109
2026-02-12 13F Elite Financial, Inc. 17.075 -0,46 6 0,00
2026-04-07 13F Five Oceans Advisors 7.495 0,00 2.404 -4,30
2026-04-15 13F Eaton Financial Holdings Company, LLC 8.262 12,88 2.651 8,03
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-02-11 13F Cedar Point Capital Partners, LLC 2.903 -1,99 973 0,10
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 26.591 -0,38 8.531 -4,68
2026-03-10 13F Advisortrust Partners, Llc 1.184 397
2026-04-24 13F American Institute for Advanced Investment Management, LLP 8.086 -28,18 2.594 -31,27
2026-01-27 13F/A Capital Performance Advisors Llp 20.665 -3,32 6.928 -1,23
2026-02-03 13F Legacy Wealth Managment, LLC/ID 2.867 -8,31 961 -6,34
2026-02-25 13F Westshore Wealth, LLC 3.421 -35,42 1.147 -34,06
2026-02-10 13F SBI Okasan Asset Management Co.Ltd. 2.113.640 715.235
2026-02-09 13F Wellington Shields & Co., LLC 360 -16,28 121 -14,89
2026-02-09 13F Leavell Investment Management, Inc. 42.202 -0,62 14.149 1,25
2026-04-23 13F Tarbox Family Office, Inc. 4.687 0,00 1.504 -4,33
2026-02-17 13F Clark Capital Management Group, Inc. 13.333 38,87 4.470 41,90
2026-02-04 13F Mascoma Wealth Management LLC 195 0,00 65 3,17
2026-02-12 13F Cutler Investment Counsel Llc 19.724 -1,81 6.613 0,03
2026-02-13 13F Destination Wealth Management 7.204 191,42 2.415 197,78
2026-01-21 13F Leading Edge Financial Planning LLC 1.295 0,00 434 2,36
2026-02-05 13F Pinnacle Financial Group, LLC / IL 12.587 -6,23 4.220 -4,33
2026-02-06 13F Aviance Capital Partners, LLC 10.357 7,81 3.473 10,15
2026-02-03 13F Sterling Investment Management, Inc. 1.800 0,00 603 2,20
2026-04-23 13F Catalina Capital Group, LLC 1.744 0,06 560 -4,28
2026-04-24 13F Brown Financial Advisory 2.102 4,63 674 0,15
2026-04-21 13F Northern Lights Advisors, Inc. 18.516 -5,83 5.940 -9,89
2026-01-15 13F 4J Wealth Management LLC 2.180 5,98 731 8,15
2026-02-13 13F Avos Capital Management, LLC 3.958 -2,66 1.327 -0,60
2026-02-13 13F Gator Capital Management, LLC 775 -1,27 260 0,78
2026-02-10 13F Madison Wealth Partners, Inc 7.764 -15,47 2.603 -13,67
2026-02-13 13F Spg Advisors Llc 1.117 -3,29 374 -1,32
2026-04-09 13F Baron Financial Group, LLC 5.887 -1,21 1.889 -5,46
2026-02-04 13F Pandora Wealth, Inc. 314 0,00 105 1,94
2026-04-14 13F Gibson Wealth Advisors LLC 140.361 2,99 45.024 -1,46
2026-04-01 13F BancFirst Trust & Investment Management 10.363 -5,39 3.230 -12,73
2026-04-15 13F Norden Group Llc 1.469 -16,30 471 -19,90
2026-02-03 13F Red Crane Wealth Management, Llc 1.956 0,00 656 2,18
2026-02-09 13F Summitry Llc 3.256 1.092
2026-02-05 13F Kmt Wealth Management, Llc 283.018 0,97 94.887 3,15
2026-04-23 13F Cross Staff Investments Inc 4.590 3,01 1.473 -1,41
2026-02-13 13F Trillium Asset Management, Llc 1.428 0,00 479 2,13
2026-04-22 13F SC&H Financial Advisors, Inc. 13.081 -0,40 4.196 -4,68
2025-11-04 13F Pineridge Advisors LLC 177 -1,12 58 7,41
2026-02-17 13F Cresset Asset Management, LLC 819.717 1,54 274.826 3,45
2026-01-20 13F Maryland Capital Advisors Inc. 56.289 -0,73 18.872 1,42
2026-03-12 13F Bawa N Mallick Trust 24.000 0,00 8.046 2,16
2026-02-02 13F Pittenger & Anderson Inc 3.837 4,18 1.286 6,46
2026-04-15 13F Rainwater Charitable Foundation 394.751 28,98 126.640 23,42
2026-04-24 13F Clarity Wealth Advisors, LLC 100.696 0,79 32.304 -3,55
2026-02-02 13F Your Advocates Ltd., LLP 1.075 0,75 360 2,86
2026-04-20 13F Kastel Capital Advisors, LLC 18.445 0,00 6.184 0,00
2026-02-10 13F Fortis Advisors, LLC 9.895 5,28 3.317 7,56
2026-02-17 13F Equitable Holdings, Inc. 393.707 3,37 131.998 5,61
2026-02-12 13F Lbmc Investment Advisors, Llc 2.865 -1,04 960 1,16
2026-02-06 13F Bare Financial Services, Inc 10.628 0,00 3.563 2,18
2026-02-13 13F Transamerica Financial Advisors, Inc. 659 221
2026-04-08 13F Cambridge Financial Group, LLC 3.182 -6,99 1.021 -8,68
2026-04-21 13F Strategic Equity Management 3.419 -7,32 1.097 -11,33
2025-11-06 13F Financial Advocates Investment Management 12.358 -87,00 4.056 -85,97
2026-02-12 13F Hibernia Wealth Partners, LLC 1.663 104,30 557 108,61
2026-02-11 13F Truepoint, Inc. 1.192.078 -1,39 399.668 0,74
2026-01-30 13F Valued Wealth Advisors LLC 760 -9,42 255 -7,97
2026-04-14 13F Xena Financial Planning, LLC 7.194 -6,77 2.308 -10,79
2026-02-11 13F Prudent Man Advisors, LLC 133.725 44.834
2026-02-13 13F PYA Waltman Capital, LLC 3.363 -9,86 1.127 -7,92
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 2.480 -6,06 796 -10,17
2026-02-17 13F Basso Capital Management, L.p. 49.963 3,26 16.751 5,50
2026-04-15 13F Verum Partners LLC 16.871 11,75 5.412 6,94
2026-04-17 13F Atlas Brown,Inc. 34.069 4,42 10.930 -0,09
2026-02-11 13F AG Asset Advisory, LLC 1.993 668
2026-02-13 13F Ubs Asset Management Americas Inc 34.800 11.667
2026-04-14 13F Peak Wealth Management LLC 785 12,79 252 7,73
2026-02-05 13F Blume Capital Management, Inc. 18.860 -2,58 6.323 -0,47
2026-02-10 13F Constant Guidance Financial LLC 3.280 0,00 1.100 2,14
2026-02-17 13F Bank Of America Corp /de/ 14.185.248 1,74 4.755.888 3,95
2026-04-15 13F Cypress Financial Planning Llc 2.020 -13,19 648 -17,68
2026-04-01 13F Adelphi Trust Co 1.379 0,00 442 -4,33
2026-04-23 13F Caliber Wealth Management, LLC / KS 79.782 -9,67 25.595 -13,57
2026-02-10 13F Heritage Trust Co 864 0,00 290 2,12
2026-01-21 13F Crews Bank & Trust 28.974 9,15 9.714 11,53
2025-10-28 13F MeadowBrook Investment Advisors LLC 0 -100,00 0
2026-02-10 13F Vantus Wealth LLC 4.133 1.386
2026-01-26 13F Oceanside Advisors LLC 660 0,00 221 2,31
2026-02-10 13F Carnegie Lake Advisors LLC 2.641 0,08 886 2,19
2026-02-12 13F Burk Holdings LLC 1.858 -14,26 623 -12,52
2026-04-14 13F FC Advisory LLC 22.944 -0,78 7.361 -5,07
2026-02-10 13F Td Asset Management Inc 5.858 -5,94 1.964 -3,87
2026-02-06 13F Harbor Advisory Corp /ma/ 3.227 -0,46 1.082 1,69
2026-02-11 13F Paces Ferry Wealth Advisors, Llc 1.068 51,92 358 55,65
2025-11-13 13F DLD Asset Management, LP Put 0 -100,00 0
2026-02-06 13F Cvfg Llc 18.775 -1,81 6.295 0,30
2026-04-22 13F Harrell Investment Partners, Llc 20.828 5,68 6.682 1,12
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 80.459 -9,36 26.975 -7,40
2026-04-08 13F JGP Wealth Management, LLC 5.933 11,08 1.903 6,31
2026-03-12 13F Nalls Sherbakoff Group, Llc 412 -11,97 138 25,45
2026-02-10 13F Welch & Forbes Llc 2.464 -23,57 826 -21,93
2026-02-10 13F Fielder Capital Group LLC 1.557 0,00 522 2,15
2026-02-13 13F Ingalls & Snyder Llc 1.321 43,74 0
2026-02-17 13F GeoWealth Management, LLC 342.653 0,09 114.882 2,25
2026-01-26 13F Kiley Juergens Wealth Management, Llc 10.444 -2,75 3.502 -0,65
2026-02-02 13F Payne Capital Management, LLC 1.745 6,47 585 8,94
2026-01-30 13F Aries Wealth Management 18.740 32,78 6.283 35,65
2026-02-03 13F American Financial Advisors, LLC 16.736 -0,75 5.611 1,39
2026-04-21 13F River Street Advisors LLC 966 0,31 310 -4,04
2026-01-20 13F ETF Portfolio Partners, Inc. 213.323 0,95 71.521 3,13
2026-04-08 13F Orrstown Financial Services Inc 800 0,00 257 -4,48
2026-02-10 13F Florida Financial Advisors, Llc 5.065 8,69 1.698 10,99
2026-02-05 13F Tfo-tdc, Llc 8.398 0,12 2.816 2,29
2026-02-17 13F Angeles Wealth Management, Llc 56.306 3,14 18.878 5,36
2026-02-09 13F King Luther Capital Management Corp 5.834 0,66
2026-04-23 13F OakTrust Wealth Advisors, LLC 4.249 -0,96 1.363 -5,22
2026-01-29 13F Riggs Asset Managment Co. Inc. 747 0,00 250 2,04
2026-04-13 13F Catalyst Private Wealth, Llc 5.781 2,17 1.855 -2,22
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-01-29 13F Hobbs Wealth Management, LLC 681 228
2026-01-26 13F Lansing Street Advisors 31.997 0,51 10.728 2,40
2026-02-04 13F Midwest Trust Co 94.012 2,37 31.519 4,59
2026-02-12 13F Caerus Investment Advisors, LLC 1.939 8,08 650 10,54
2026-04-14 13F Cdm Financial Counseling Services, Inc. 18.753 1,74 6.229 0,81
2026-01-15 13F Allspring Global Investments Holdings, LLC 87.795 -2,95 29.526 -0,88
2026-04-27 13F Nvwm, Llc 9.697 -6,86 3.111 -10,89
2026-04-21 13F J.M. Arbour, LLC 2.633 2,61 845 -1,86
2026-01-26 13F Asset Dedication, LLC 30.837 -1,42 10.339 0,72
2026-04-21 13F Northeast Investment Management 5.528 -0,84 1.773 -5,14
2026-04-22 13F Muirfield Wealth Advisors Llc 6.324 -6,60 2.029 -10,66
2026-02-11 13F RAM Investment Partners, LLC 4.274 -4,28 1.433 -2,25
2026-01-15 13F Gleason Group, Inc. 420.303 0,14 140.915 2,31
2026-02-10 13F Opulen Financial Group LLC 3.154 0,70 1.057 2,92
2026-04-15 13F Bernardo Wealth Planning LLC 5.230 2,59 1.678 -1,87
2026-02-13 13F ICONIQ Capital, LLC 8.741 0,22 2.931 2,38
2026-04-24 13F Peoples Bank /oh 1.273 0,00 408 -4,23
2026-04-10 13F McGrath & Associates, Inc. 1.116 7,62 358 3,17
2026-04-23 13F Prosperity Advisers, LLC 52.638 -3,46 16.887 -7,63
2026-01-26 13F Bcm Advisors, Llc 128.275 2,56 43.685 3,35
2026-04-24 13F Financial Plan, Inc. 7.212 -2,91 2.314 -7,11
2026-04-24 13F Sage Investment Counsel LLC 3.703 -0,03 1.188 -4,27
2026-01-29 13F Vanguard Group Inc 62.622.049 3,80 20.995.293 6,04
2026-02-17 13F Signature Equity Partners, LLC 502 168
2026-02-03 13F Black Diamond Financial, LLC 23.779 8,16 7.972 10,49
2026-02-17 13F Running Point Capital Advisors, LLC 8.075 0,14 2.707 2,31
2026-02-18 13F EP Wealth Advisors, Inc. 258.572 24,32 86.691 37,14
2026-04-23 13F WMG Financial Advisors, LLC 5.761 -2,52 1.848 -6,71
2026-02-10 13F Rice Partnership, LLC 5.495 0,00 1.842 2,16
2026-04-13 13F Chris Bulman Inc 3.489 26,14 1.119 20,71
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 147.614 0,93 49.491 3,11
2026-02-17 13F Wallace Hart LLC 384 0,00 129 1,59
2026-02-09 13F Van Cleef Asset Management,Inc 31.726 -0,06 10.637 2,09
2026-02-02 13F Long Run Wealth Advisors, LLC 14.199 2,22 4.760 4,43
2026-04-22 13F Grove Street Fiduciary, LLC 29.337 -3,63 9.412 -7,79
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 1.134 36,63 380 39,71
2026-02-02 13F Vantage Point Financial LLC 1.760 -2,11 590 0,00
2026-02-06 13F Redmont Wealth Advisors Llc 41 0,00 14 0,00
2026-04-23 13F URS Advisory LLC 64.509 8,06 20.695 3,41
2026-02-12 13F Adviser Investments LLC 160.026 5,49 53.652 7,77
2025-11-12 13F Banco Santander, S.A. 0 -100,00 0
2026-01-26 13F Zeit Capital LLC 896 0,11 300 2,39
2025-11-06 13F Asset Planning Corporation 5.897 8,58 1.935 17,27
2026-02-17 13F Opal Capital Llc 7.904 2.708
2026-04-13 13F Bourgeon Capital Management Llc 2.502 -17,45 803 -21,06
2026-02-13 13F Graney & King, LLC 3.603 0,03 1.208 2,29
2026-01-27 13F Summit Financial Strategies, Inc. 5.096 2,74 1.709 4,98
2026-02-04 13F Anson Capital, Inc. 2.162 0,32 725 2,40
2026-02-12 13F StoneX Group Inc. 58.818 4,25 19.727 6,25
2026-04-22 13F Capital Management Associates, Inc 4.029 0,05 1.293 -4,30
2026-02-10 13F Envestnet Asset Management Inc 5.749.098 -0,88 1.927.500 1,27
2026-02-10 13F Rothschild Investment Llc 21.063 43,86 7.062 46,98
2026-02-11 13F Deutsche Bank Ag\ 2.415 0,00 810 2,15
2026-02-13 13F Hurley Capital, LLC 4.740 1,63 1.589 3,86
2026-04-13 13F White Wing Wealth Management 134.047 1,42 43.004 -2,96
2026-02-17 13F Davis Wealth Advisors, LLC 2.132 715
2026-02-17 13F Twin Focus Capital Partners, Llc 224.527 -3,54 75.277 -1,45
2026-02-06 13F Independent Order of Foresters 213.865 0,00 71.703 2,16
2026-02-14 13F Bank of Marin 2.697 -0,41 904 1,80
2026-02-11 13F Marks Group Wealth Management, Inc 640 215
2026-04-22 13F HMS Capital Management, LLC 964 0,00 309 -4,33
2026-02-11 13F Miramar Capital, LLC 2.713 910
2026-02-06 13F Quantify Chaos Advisors, Llc 20.650 6.923
2026-04-09 13F Pinkerton Retirement Specialists, LLC 1.752 95,75 587 95,67
2026-04-20 13F Barton Investment Management 10.617 -1,26 3.406 -5,49
2026-04-23 13F Avant Financial Advisors LLC 42.744 2,28 13.713 -2,13
2026-02-17 13F VestGen Advisors, LLC 83.680 -83,87 28.055 -83,52
2026-02-17 13F Aspen Grove Capital, LLC 74.924 -1,86 25.124 -0,01
2026-04-15 13F Dedeker Financial LLC 630 0,00 202 -4,27
2026-04-24 13F Washington Capital Management Inc 86.461 -0,39 27.738 -4,68
2026-02-24 13F MidFirst Bank 2.074 695
2026-04-10 13F AssuredPartners Investment Advisors, LLC 20.184 44,03 6.564 39,72
2026-02-03 13F Costello Asset Management, INC 1.368 -1,16 458 0,88
2026-04-07 13F Fragasso Group Inc. 4.162 1,98 1.354 -1,10
2026-02-12 13F Johnson Financial Group, Inc. 56.214 -0,32 18.847 1,58
2026-04-21 13F Mayfair Advisory Group, LLC 12.373 0,68 3.969 -3,97
2026-02-13 13F Fayez Sarofim & Co 43.329 -0,34 14.527 1,81
2026-01-27 13F Checchi Capital Advisers, LLC 2.659 -7,61 892 -5,61
2026-02-06 13F Gambit Capital Management, LLC 938 314
2026-02-13 13F LM Advisors LLC 11.707 -66,47 35 209,09
2026-01-22 13F Jackson Thornton Asset Management, Llc 777 0,00 265 3,11
2026-01-29 13F Golden State Equity Partners 2.865 -9,56 961 -7,60
2026-01-15 13F Cohen Investment Advisors LLC 1.003 5,69 336 8,04
2026-04-22 13F Apollon Wealth Management, LLC 70.440 -3,87 22.598 -8,02
2026-01-26 13F Mountain Hill Investment Partners Corp. 100 0,00 34 3,13
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2.630 3,50 844 -0,94
2026-04-24 13F NavPoint Financial, Inc. 16.284 5,15 5.224 0,62
2026-04-15 13F Pullen Investment Management, LLC 29.175 0,16 9.360 -4,16
2026-02-03 13F Fiduciary Counselling Inc 8.538 0,00 2.863 2,18
2026-02-02 13F Principal Financial Group Inc 147.101 -0,71 49.319 1,44
2026-03-24 13F Armis Advisers, LLC 6.125 -96,19 1.962 -96,28
2026-04-23 13F Exeter Financial, LLC 861 0,12 276 -4,17
2026-04-27 13F Canal Capital Management, LLC 2.138 6,32 686 1,63
2026-02-12 13F Prudent Man Investment Management, Inc. 2.087 -39,38 700 -29,89
2026-04-06 13F InTrack Investment Management Inc 1.250 0,00 401 -4,30
2026-04-21 13F WMS Group LLC 1.000 0,00 321 -4,48
2026-01-23 13F Burney Co/ 6.671 124,76 2.237 129,57
2026-01-29 13F DecisionPoint Financial, LLC 12.450 6,78 4.174 8,73
2026-04-16 13F Poinciana Advisors Group, Llc 3.174 -1,79 1.018 -6,00
2026-02-17 13F Integrity Wealth Advisors, Inc. 0 -100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 431.499 3,56 138 -0,72
2026-02-06 13F Integral Investment Advisors, Inc. 21.605 5,14 7.244 7,42
2026-02-12 13F DRW Securities, LLC 24.477 8.206
2026-02-11 13F Conquis Financial Llc 1.711 6,08 574 8,11
2026-01-13 13F Team Financial Group, LLC 395 0,00 133 2,33
2026-02-13 13F Aire Advisors, Llc 3.490 -9,28 1.170 -7,37
2026-02-13 13F Cornerstone Financial Management LLC 3.034 1.017
2026-04-15 13F DAVENPORT & Co LLC 44.048 23,66 14.131 18,32
2026-01-21 13F Balance Wealth, LLC 0 -100,00 0
2026-02-06 13F FourThought Financial Partners, LLC 4.847 -5,35 1.625 -3,27
2026-02-12 13F Hohimer Wealth Management, Llc 0 -100,00 0
2026-04-13 13F Moody Lynn & Lieberson, Llc 18.005 1,00 5.776 -3,35
2026-02-04 13F Strait & Sound Wealth Management LLC 1.124 0,90 377 3,01
2026-04-15 13F Signature Estate & Investment Advisors Llc 37.748 9,60 12.110 4,87
2026-04-22 13F Traveka Wealth, LLC 18.652 1,22 5.984 -3,14
2026-01-29 13F Coquina Private Wealth LLC 5.556 1.863
2025-10-28 13F First National Corp /ma/ /adv 4.815 -1,33 1.585 6,88
2026-04-21 13F Next Level Wealth Planning, LLC 45.370 -1,97 14.555 -6,20
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 7.453 -1,40 2.391 -5,68
2026-04-07 13F Mb, Levis & Associates, Llc 250 25,63 80 21,21
2026-04-22 13F Wernau Asset Management Inc. 1.011 0,20 324 -4,14
2026-02-02 13F Forza Wealth Management, LLC 12.942 -1,75 4.339 0,39
2026-01-16 13F Hopwood Financial Services, Inc. 4.549 -0,44 1.525 1,73
2026-04-10 13F Aquire Wealth Advisors, LLC 6.584 -4,15 2.112 -8,29
2026-02-05 13F Odyssey Capital Advisors, Inc. 788 264
2026-04-08 13F NorthCrest Asset Manangement, LLC 25.985 47,63 8.413 41,05
2026-02-17 13F Summit Global Investments 13.023 5,59 4 0,00
2026-04-17 13F Community Bank of Raymore 3.484 -13,78 1.118 -17,50
2026-04-24 13F Oakworth Capital, Inc. 4.104 0,00 1.317 -4,29
2026-04-15 13F Marathon Strategic Advisors, LLC 2.546 -23,06 817 -26,42
2026-04-23 13F S.E.E.D. Planning Group LLC 7.275 4,27 2.334 -0,26
2026-01-16 13F Tempus Wealth Planning, LLC 8.868 -0,65 2.973 1,50
2026-01-29 13F True Link Financial Advisors, LLC 1.342 -30,21 450 -28,84
2026-02-17 13F Tannin Capital LLC 5.344 1.792
2026-02-05 13F Mainsail Asset Management, Llc 10.578 0,07 3.546 2,22
2026-02-13 13F Mill Creek Capital Advisors, LLC 68.714 -2,76 23.038 -0,66
2026-04-08 13F Olistico Wealth, LLC 42.863 -11,46 13.751 -15,28
2026-02-09 13F Glenview Trust Co 61.319 4,05 20.558 6,30
2026-01-26 13F Prosperity Financial Group, Inc. 2.839 39,99 952 43,01
2026-01-29 13F Richard C. Young & CO., LTD. 5.407 209,86 1.813 216,78
2026-02-10 13F Impact Partnership Wealth, LLC 0 -100,00 0
2026-02-12 13F FreeGulliver LLC 1.295 -57,43 434 -56,51
2026-04-24 13F Bellevue Asset Management, Llc 2.257 0,80 724 -3,47
2026-04-17 13F Vermillion Wealth Management, Inc. 3.344 -10,13 1.073 -14,03
2026-01-12 13F HWG Holdings LP 5.079 0,00 1.703 2,16
2026-02-03 13F Ridgeline Wealth Planning, LLC 3.876 -1,77 1.299 0,31
2026-04-23 13F Dupree Financial Group, LLC 658 1,54 211 -2,76
2026-02-03 13F Indivisible Partners 2.873 963
2026-02-11 13F Ramirez Asset Management, Inc. 75 0,00 25 4,17
2026-01-29 13F Aprio Wealth Management, LLC 13.509 18,84 4.577 22,68
2026-04-08 13F Grove Bank & Trust 10.643 -1,15 3.414 -5,40
2026-02-24 13F Nolet Wealth Management, LLC 2.543 853
2026-04-27 13F Moneywise, Inc. 3.315 -7,56 1.063 -11,56
2026-02-05 13F SkyOak Wealth, LLC 8.927 0,73 2.993 2,89
2026-02-12 13F Scotia Capital Inc. 5.151 -1,53 1.726 0,58
2026-03-13 13F Lane Brothers & Co Inc 5.034 1.688
2026-04-14 13F Focus Financial Network, Inc. 33.490 4,46 10.744 -0,05
2026-04-22 13F Burrus Financial Services, Inc. 89.306 -31,68 28.651 29,04
2026-04-24 13F TSG Advice Partners, LLC 1.048 -0,10 336 -4,27
2026-04-10 13F Boyer Financial Services, Inc. 1.298 -2,19 416 -6,73
2026-01-30 13F/A M&t Bank Corp 113.690 0,82 38.117 3,00
2026-04-14 13F Amicus Financial Advisors, LLC 86.408 -1,86 27.714 -6,11
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Tsfg, Llc 52.035 -1,60 17 -5,88
2026-04-22 13F Cornerstone Wealth Group, LLC 63.926 9,01 22.236 13,09
2026-02-11 13F Curio Wealth, Llc 2.200 4,41 748 8,10
2026-02-06 13F Pnc Financial Services Group, Inc. 2.356.186 -4,18 789.959 -2,11
2026-04-09 13F Pacifica Partners Inc. 6.545 -6,07 2.100 -10,41
2026-02-05 13F L & S Advisors Inc 23.332 -1,47 7.823 0,66
2026-01-26 13F Legacy CG, LLC 1.747 -5,00 586 -2,99
2026-01-29 13F Advantage Trust Co 3.149 -16,00 1.056 -14,23
2026-04-23 13F St. Clair Advisors, LLC 900 0,00 289 -4,32
2026-02-06 13F Covestor Ltd 9.356 1,42 3 0,00
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 2.707 908
2026-02-13 13F Edgestream Partners, L.P. 12.246 244,09 4.106 251,76
2026-04-15 13F Fortitude Family Office, LLC 2.930 0,07 940 -4,18
2026-04-20 13F Chatham Capital Group, Inc. 5.375 9,69 1.724 4,99
2026-04-20 13F Golden Reserve Retirement LLC 397.278 -4,14 127.451 -8,27
2026-02-09 13F IPG Investment Advisors LLC 1.789 5,80 600 7,73
2026-04-09 13F Somnio Financial Group, LLC 677 3,20 217 -0,91
2026-01-28 13F Joseph P. Lucia & Associates, LLC 835 10,60 280 12,90
2026-02-13 13F Mosaic Financial Group, Llc 6.933 0,10 2 0,00
2026-02-06 13F Evoke Wealth, Llc 632.468 7,63 212.048 9,65
2026-04-10 13F Winebrenner Capital Management Llc 2.821 1,73 905 -2,69
2026-04-17 13F Western Pacific Wealth Management, LP 11 0,00 4 0,00
2026-04-14 13F Wealthcare Advisory Partners LLC 411.337 15,69 131.961 10,70
2025-10-27 13F PBMares Wealth Management LLC 11.793 4,31 3.870 12,63
2026-04-22 13F Sentry LLC 13.412 -0,74 4.303 -5,03
2026-02-12 13F Provida Pension Fund Administrator 0 -100,00 0
2026-01-28 13F Kingswood Wealth Advisors, Llc 59.183 172,53 19.842 178,45
2026-02-04 13F Sloy Dahl & Holst, LLC 898 0,11 301 2,38
2026-02-10 13F Clear Harbor Asset Management, LLC 93.448 3,02 31.330 5,24
2026-04-20 13F Hilton Head Capital Partners, LLC 154 67,39 49 63,33
2026-04-22 13F Continuum Advisory, LLC 84.461 9,64 27.096 4,91
2026-04-24 13F Patten Group, Inc. 2.420 -2,73 776 -6,95
2026-01-28 13F Glassman Wealth Services 44.643 1,29 14.967 3,48
2026-04-23 13F Traub Capital Management LLC 852 0,00 273 -4,21
2026-01-14 13F Kraft, Davis & Associates, LLC 74.199 -1,37 25.396 1,89
2026-02-06 13F AAFCPAs Wealth Management, LLC 1.252 0,24 420 2,20
2026-02-11 13F Cedar Mountain Advisors, LLC 8.767 0,00 2.939 2,16
2026-02-18 13F First Citizens Bank & Trust Co 21.457 64,09 7.194 67,63
2026-04-22 13F Tepp RIA, LLC 1.035 -3,27 332 -7,54
2026-03-26 13F Alexander Labrunerie & Co., Inc. 2.250 0,49 754 2,72
2026-04-23 13F Oregon Pacific Wealth Management, LLC 2.387 -4,14 766 -8,27
2026-03-24 13F Old North State Trust, LLC 773 -12,56 0
2026-02-13 13F Maia Wealth LLC 2.957 -4,74 994 -4,43
2026-04-17 13F Bell Investment Advisors, Inc 1.296 -0,38 416 -4,82
2026-02-10 13F Glassy Mountain Advisors, Inc. 510 191,43 171 198,25
2026-02-04 13F Marco Investment Management Llc 2.450 0,00 821 2,11
2026-02-06 13F Tortoise Investment Management, LLC 39.536 0,11 13.255 2,28
2026-01-26 13F Grand Wealth Management, Llc 4.975 4,23 1.668 6,18
2026-02-13 13F Tobias Financial Advisors, Inc. 2.492 9,83 836 12,23
2026-04-17 13F Great Waters Wealth Management 1.591 -4,90 511 -8,93
2026-02-09 13F MTM Investment Management, LLC 88 -5,38 30 -3,33
2026-04-13 13F Successful Portfolios LLC 19.603 6,76 6.234 -0,83
2026-02-04 13F Catalyst Financial Partners Llc 10.915 1,84 3.659 4,04
2026-02-13 13F Shepherd Kaplan Krochuk, Llc 30.266 27,09 10.147 29,84
2026-02-05 13F Prudent Investors Network 1.893 122,97 635 128,06
2026-01-27 13F Portfolio Strategies, Inc. 92.175 -2,32 30.904 -0,20
2026-01-30 13F Camden Capital, LLC 35.851 2,91 12.020 5,14
2026-02-09 13F Jefferies Financial Group Inc. 1.371 0,66 460 2,68
2026-02-11 13F Wharton Business Group, LLC 765 0,00 256 1,99
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 1.089 0,37 349 -3,86
2026-01-30 13F Innealta Capital, Llc 16.726 4,35 5.608 6,62
2026-04-07 13F Myecfo, Llc 8.156 30,66 2.616 25,05
2026-04-10 13F Finward Bancorp 841 0,00 270 -4,27
2026-01-30 13F Exencial Wealth Advisors, Llc 7.844 11,85 2.630 14,25
2026-01-26 13F Great Hill Capital LLC 1.615 0,00 541 2,27
2026-02-24 13F DGS Capital Management, LLC 3.370 4,53 1.130 6,71
2025-11-13 13F Novus Advisors, Llc 0 -100,00 0
2026-04-14 13F Howland Capital Management Llc 17.647 0,00 5.661 -4,31
2026-02-13 13F Williams Jones Wealth Management, LLC. 5.253 -7,24 1.761 -5,22
2026-04-21 13F Sugar Maple Asset Management, LLC 1.005 0,00 322 -4,17
2026-02-05 13F HFM Investment Advisors, LLC 118 -6,35 39 -4,88
2026-02-09 13F Diversified Investment Strategies, LLC 1.220 0,00 409 2,25
2026-02-13 13F Silicon Valley Capital Partners 0 -100,00 0
2026-01-23 13F Bright Financial Advisors, Inc. 15.045 2,26 5.044 4,47
2026-01-08 13F Integrated Capital Management, Inc. 1.633 3,16 548 5,39
2026-04-17 13F Old North State Wealth Management, LLC 6.205 -3,72 1.992 -7,87
2026-02-17 13F Shelton Capital Management 600 201
2026-04-16 13F jvl associates llc 143.604 -1,66 46.070 -5,90
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 601.790 212,78 193.060 199,29
2026-02-12 13F Commonwealth Equity Services, Llc 2.320.304 -9,05 777.928 92.842,41
2026-04-21 13F OneAscent Wealth Management LLC 4.023 -1,13 1.290 -5,43
2026-01-27 13F Summit Financial Wealth Advisors, LLC 55.290 11,98 18.537 14,00
2026-04-08 13F Bond & Devick Financial Network, Inc. 1.107 0,00 355 -4,31
2026-02-04 13F Sanchez Wealth Management Group 785 0,00 263 2,33
2025-11-06 13F BlueChip Wealth Advisors LLC 0 -100,00 0
2026-04-08 13F Gladwyn Financial Advisors, Inc. 282 0,36 90 -4,26
2026-04-24 13F Kropog Financial Group, LLC 7.354 -1,58 2.359 -5,83
2026-01-29 13F First National Bank & Trust Co Of Newtown 431.347 0,07 144.613 2,24
2026-04-16 13F Capstone Wealth Management, LLC 3.592 0,00 1.152 -4,32
2026-04-07 13F Howard Financial Services, Ltd. 11.051 -7,52 3.545 -11,51
2026-02-09 13F Lgl Partners, Llc 765 16,26 480 121,76
2026-02-13 13F Mml Investors Services, Llc 479.820 2,22 160.869 4,43
2026-04-23 13F Daviman Financial, LLC 8.492 -2,90 2.724 -7,09
2026-04-16 13F Asset Advisors Investment Management, LLC 3.183 -3,13 1.021 -7,27
2026-02-10 13F WCG Wealth Advisors LLC 25.894 8,37 8.681 10,71
2026-04-07 13F Pathway Financial Advisors LLC 4.604 0,00 1.491 -5,10
2026-02-10 13F Mueller Wealth, LLC 2.709 908
2026-04-13 13F Accelerate Investment Advisors LLC 2.120 -0,52 680 -4,76
2026-04-27 13F Thrive Capital Management, LLC 4.942 9,34 1.585 4,62
2026-04-23 13F Fortune Financial Group, Inc. 889 -10,65 285
2026-02-13 13F Focused Alpha, Llc 43.728 14.661
2026-02-17 13F Summit Trail Advisors, Llc 61.638 -59,40 20.665 -58,63
2026-04-27 13F BCK Partners, Inc. 5.051 -1,46 1.620 -5,70
2026-02-17 13F United Capital Financial Advisers, Llc 124.233 4,39 41.652 6,65
2026-02-11 13F First Command Advisory Services, Inc. 10.532 23,82 3.531 26,48
2026-01-20 13F Ascent Group, LLC 11.156 -2,86 3.741 -0,74
2026-02-04 13F Seelaus Asset Management LLC 1.888 0,11 633 2,27
2026-02-10 13F Baker Avenue Asset Management, LP 247.353 5,34 82.930 7,62
2026-01-28 13F WP Advisors, LLC 2.324 -11,16 779 -9,21
2026-02-09 13F Robinson Smith Wealth Advisors Llc 1.059 0,00 355 2,31
2026-03-31 13F Hamrick Investment Counsel, llc 460 154
2026-01-27 13F Grunden Financial Advisory, Inc. 610 204
2026-02-17 13F Tudor Investment Corp Et Al 108.792 36.475
2026-04-24 13F Northwest Financial Advisors 1.105 3,08 354 -1,39
2026-02-04 13F Meridian Wealth Management, LLC 54.563 4,60 18.293 6,87
2026-02-12 13F Graetz Wealth LLC 4.853 1.627
2026-02-13 13F Wilkerson Advisory Group LLC 130 44
2026-02-09 13F Redmond Asset Management, LLC 674 0,30 226 2,27
2026-04-21 13F Foster & Motley Inc 3.032 -1,04 1 -100,00
2026-02-13 13F Clifford Group, LLC 728 0,00 244 2,52
2026-04-22 13F TBH Global Asset Management, LLC 6.208 -7,15 1.991 -11,16
2026-04-21 13F Grimes & Company, Inc. 8.646 1,89 2.774 -2,53
2026-02-12 13F Planning Project LLC 5.709 1.914
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 2.095 1,90 702 4,15
2026-01-30 13F Trifecta Capital Advisors, LLC 8.763 -4,83 2.938 -2,78
2026-02-11 13F Invst, LLC 167.456 1,27 56.143 3,46
2026-04-23 13F Harbor Investment Advisory, Llc 45.924 0,30 14.733 -4,03
2026-04-17 13F PMG Wealth Management, Inc. 1.876 172,67 602 161,30
2026-02-17 13F RMB Capital Management, LLC 32.671 7,48 10.953 9,50
2026-04-21 13F Christine Messmer Pc 3.461 1,02 1.110 -3,31
2026-04-22 13F BKM Wealth Management, LLC 5.211 0,25 1.672 -4,02
2026-04-10 13F Boston Research & Management Inc 12.380 0,00 4 -25,00
2026-04-23 13F SageGuard Financial Group, LLC 5.045 1,92 1.619 -2,47
2026-04-27 13F Vavra Capital Management, LLC 3.378 0,00 1.084 -4,33
2025-10-30 13F Arcus Capital Partners, LLC 10.213 -0,46 3.352 7,47
2026-02-13 13F MAI Capital Management 403.542 2,20 135.295 4,41
2025-10-30 13F Oak Hill Wealth Advisors, Llc 8.065 -0,58 2.647 6,78
2026-04-17 13F McHugh Group, LLC 7.357 20,55 2.360 15,35
2026-01-30 13F Renasant Bank 10.881 -0,24 3.648 1,93
2026-02-13 13F Commerce Bank 223.742 -0,26 75.014 1,90
2026-04-10 13F Abound Wealth Management 46.749 3,03 14.998 -1,42
2026-03-20 13F Purpose Unlimited Inc. 23.245 7.793
2026-01-30 13F Richardson Capital Management LLC 1.240 -0,40 416 1,72
2026-02-10 13F REAP Financial Group, LLC 158.259 8,74 53.060 11,09
2026-04-06 13F Rosenberg Matthew Hamilton 141.461 -1,70 45.382 -5,94
2026-02-10 13F Novak & Powell Financial Services, Inc. 10.886 0,02 3.650 2,18
2026-02-12 13F Empirical Finance, LLC 0 -100,00 0
2025-11-10 13F Tableaux Llc 0 -100,00 0
2026-02-02 13F Montag A & Associates Inc 8.107 3,33 2.718 5,31
2026-01-22 13F Evermay Wealth Management Llc 33.459 -2,40 11.218 -0,45
2026-04-20 13F Schwab Charitable Fund 652 -84,92 209 -85,59
2026-04-23 13F Financial & Tax Architects, LLC 80.604 2,38 25.859 -2,03
2026-02-05 13F Sherry Group, Inc. 3.478 1.175
2026-02-03 13F MA Private Wealth 672 0,00 225 2,27
2026-04-20 13F Trust Co Of Oklahoma 1.577 -4,25 506 -8,51
2026-02-13 13F Shelter Mutual Insurance Co 43.850 0,00 14.702 2,16
2026-02-12 13F Daybright Advisory Services, Inc. 10.556 3.539
2026-01-30 13F AMG National Trust Bank 276.015 -1,71 92.540 0,42
2026-04-08 13F Sfm, Llc 7.348 -5,03 2.357 -9,10
2025-11-04 13F Gitterman Wealth Management, LLC 16.194 -4,33 5.314 3,30
2026-04-23 13F Summit Investment Advisory Services, LLC 18.876 0,16 6.056 -4,16
2026-04-23 13F WealthPoint Financial, LLC 694 0,00 233 0,00
2026-01-26 13F Baxter Bros Inc 3.600 28,53 1.207 31,23
2026-02-17 13F Arthur M. Cohen & Associates, Llc 1.636 0,55 548 2,81
2026-04-10 13F Kessler Investment Group, LLC 1.233 -6,16 396 -10,23
2026-02-13 13F/A New England Private Wealth Advisors LLC 128.375 0,84 43.040 3,02
2026-04-09 13F Dorato Capital Management 735 0,00 245 -2,00
2026-04-22 13F Accretive Wealth Partners, LLC 8.295 40,64 2.661 34,55
2026-04-24 13F Goldstone Financial Group, LLC 58.208 -1,59 18.674 -5,84
2026-01-22 13F Greenberg Financial Group 7.016 9,78 2.352 14,73
2026-04-13 13F Farrell Financial LLC 3.665 -5,95 1.176 -10,03
2026-02-17 13F Align Financial, LLC 6.271.841 6.272
2026-04-08 13F Sapient Capital Llc 77.579 1,67 24.888 -3,46
2026-04-09 13F IFG Advisors, LLC 5.366 3,65 1.722 -0,81
2026-04-24 13F Peregrine Asset Advisers, Inc. 5.998 10,36 1.924 5,60
2026-04-22 13F Apollon Financial, LLC 20.782 -0,42 6.667 -4,72
2026-04-23 13F Manchester Financial Inc 2.422 -2,02 777 -6,28
2026-02-03 13F Allegiance Financial Group Advisory Services LLC 152.943 5,63 51.277 7,62
2026-02-05 13F Duncan Williams Asset Management, LLC 1.742 589
2026-02-17 13F Wealthedge Investment Advisors, Llc 3.781 0,00 1.268 2,18
2026-02-09 13F First National Trust Co 9.112 11,87 3.055 14,30
2026-02-10 13F Mycio Wealth Partners, Llc 365 122
2026-04-09 13F Teamwork Financial Advisors, LLC 1.070 66,41 343 59,53
2026-01-05 13F Foguth Wealth Management, LLC. 12.958 -6,82 4.358 3,10
2026-02-13 13F American Investment Services, Inc. 6.851 -2,89 2.297 -0,82
2025-11-14 13F Mercer Global Advisors Inc /adv Put 0 -100,00 0 -100,00
2026-01-30 13F Heritage Investment Group, Inc. 4.493 -7,67 1.506 -5,64
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 1.745.891 3,01 585.345 5,24
2026-04-01 13F Financial Insights, Inc. 8.252 47,81 2.767 63,09
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Collaborative Wealth Managment Inc. 7.137 0,95 2.393 3,10
2026-02-13 13F Brick & Kyle, Associates 4.790 0,34 2 0,00
2026-01-26 13F Slagle Financial, LLC 863 289
2026-04-22 13F Yoder Wealth Management, Inc. 11.416 0,55 3.662 -3,78
2026-02-17 13F Northern Trust Corp 9.712.922 1,94 3.256.451 4,14
2026-02-12 13F Davis R M Inc 51.547 -5,47 17.282 -3,42
2026-01-16 13F Red Lighthouse Investment Management, Llc 7.104 1,94 2.382 4,11
2026-04-23 13F Marquette Asset Management, LLC 371 0,00 119 -4,03
2026-04-20 13F Investment Research & Advisory Group, Inc. 376 0,00 121 -4,76
2026-04-02 13F Horizons Wealth Management 1.772 0,00 568 -4,38
2026-02-09 13F Rhl Group, Llc 42 14
2026-02-13 13F KilterHowling LLC 777 0,65 260 2,77
2026-01-28 13F Investmark Advisory Group LLC 941 0,53 316 2,61
2026-02-10 13F Bearing Point Capital, Llc 2.084 121,47 699 126,62
2026-04-24 13F Midwest Capital Advisors, LLC 1.227 0,00 394 -4,38
2026-02-13 13F Essex Investment Management Co Llc 1.206 0,00 404 2,28
2026-02-13 13F Fortis Capital Management LLC 5.409 177,38 1.813 183,72
2026-04-21 13F Echo Wealth Management, LLC 5.768 -3,29 1.850 -7,45
2026-04-13 13F Waycross Investment Management Co 2.360 0,00 757 -4,30
2026-01-28 13F Alesco Advisors Llc 685 230
2026-02-09 13F Nicolet Bankshares Inc 17.818 20,89 5.974 23,51
2026-01-29 13F Simon Quick Advisors, Llc 74.720 -0,36 25.051 1,80
2026-04-20 13F ABLE Financial Group, LLC 37.743 19,46 12.108 14,31
2026-04-21 13F Venturi Wealth Management, LLC 3.910 0,10 1.254 -4,20
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 20.514 -25,90 6.878 -24,51
2026-02-10 13F Elgethun Capital Management 2.350 0,00 788 2,21
2026-02-13 13F ROI Financial Advisors, LLC 833 0,00 279 2,20
2026-02-17 13F Cambria Investment Management, L.P. 20.098 -2,41 6.738 -0,30
2026-04-23 13F O'Connor Financial Group LLC 2.600 -3,67 834 -9,25
2026-04-21 13F Blue Jean Financial Llc 0 -100,00 0
2026-04-15 13F Brady Martz Wealth Solutions, LLC 44.595 29,85 14.307 24,25
2026-04-27 13F Ulland Investment Advisors, LLC 298 0,00 0
2026-02-09 13F Blue Bell Private Wealth Management, Llc 32.789 -0,60 10.993 1,56
2025-11-14 13F Scientech Research LLC 0 -100,00 0
2026-04-23 13F Littlejohn Financial Services, Inc. 4.835 -3,61 1.551 -7,73
2026-02-17 13F Opus Financial Solutions LLC 1.957 656
2026-02-12 13F Tillman Hartley LLC 26.806 0,00 2.927 0,65
2026-02-17 13F Marquette Associates, Inc. 6.734 -62,58 2.258 -61,78
2026-02-13 13F Greenline Wealth Management LLC 603 202
2026-02-17 13F D L Carlson Investment Group Inc 2.349 -7,01 788 -4,95
2026-04-13 13F Mitchell Sinkler & Starr/pa 17.315 -0,46 5.555 -4,77
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 2.283 -15,32 732 -18,94
2026-04-17 13F Aspire Growth Partners LLC 9.723 1,18 3.119 -3,20
2026-02-17 13F Garden State Investment Advisory Services LLC 2.743 24,85 920 27,42
2026-02-03 13F Manske Wealth Management 173.282 0,35 58.096 2,52
2026-04-08 13F BOS Asset Management, LLC 6.896 -25,49 2.212 -28,69
2026-04-09 13F Red Spruce Capital, LLC 1.164 38,24 373 32,27
2026-04-22 13F Braun Stacey Associates Inc 707 -2,75 227 -7,00
2026-01-28 13F Hobbs Group Advisors, LLC 6.962 0,06 2.334 2,10
2026-04-21 13F Fullerton Advisors, LLC 52.733 -0,14 16.917 -4,45
2026-01-30 13F Palisades Hudson Asset Management, L.P. 58.519 0,00 20 0,00
2026-02-13 13F National Bank Of Canada /fi/ 84.540 965,54 28.339 988,29
2026-04-13 13F Sjbenen Advisory, Llc 24.562 -48,99 7.880 2,32
2026-02-12 13F Brightwater Advisory LLC 4.408 -1,12 1.478 1,03
2026-04-10 13F FORM Wealth Advisors, LLC 1.665 0,00 534 -4,30
2026-01-26 13F Private Trust Co Na 29.656 -1,38 9.943 0,75
2026-04-27 13F Lodestar Private Asset Management Llc 72.922 1,11 23.394 -3,25
2026-04-17 13F Ambassador Advisors, LLC 18.605 12,98 5.969 8,10
2026-02-12 13F Alps Advisors Inc 486.187 -1,54 163.004 0,59
2026-02-10 13F Shepherd Financial Partners LLC 3.704 -1,33 1.242 0,81
2026-04-14 13F Family Wealth Partners, Llc 29.485 -0,50 9.459 -4,78
2026-01-27 13F Private Wealth Partners, LLC 8.430 -41,25 2.826 -39,99
2026-04-23 13F Willis Johnson & Associates, Inc. 6.812 2,33 2.186 -2,11
2026-01-29 13F Facet Wealth, Inc. 2.164.451 9,55 742.580 14,52
2026-04-24 13F Able Wealth Management LLC 2.671 7,10 857 2,39
2026-02-10 13F ShoreHaven Wealth Partners, LLC 773 19,84 259 22,75
2026-02-12 13F Philadelphia Trust Co 36.865 0,00 12 0,00
2026-02-05 13F Financial Security Advisor, Inc. 2.164 5,87 726 7,89
2026-02-12 13F Carson Advisory Inc. 2.780 0,00 932 2,19
2025-11-10 13F New Millennium Group LLC 0 -100,00 0
2026-02-04 13F UNIVEST FINANCIAL Corp 28.845 -6,19 9.671 -4,16
2025-11-12 13F LPL Financial LLC Put 0 -100,00 0 -100,00
2026-02-13 13F Capital Square, LLC 37.259 4,16 12.492 6,42
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 9.895 6,50 3.318 8,79
2026-04-24 13F Capital Asset Advisory Services LLC 6.140 7,49 2.150 10,37
2026-01-08 13F GSG Advisors LLC 266.545 -0,10 89.364 1,70
2026-01-26 13F Grandview Asset Management LLC 6.895 24,26 2.311 26,91
2026-02-06 13F Orcam Financial Group 26.242 3,36 8.798 5,59
2026-01-28 13F Nadler Financial Group, Inc. 231.435 -1,28 77.593 0,86
2026-02-12 13F JT Stratford LLC 1.776 -2,90 595 -0,83
2026-02-13 13F Entrewealth, Llc 1.750 30,01 597 35,15
2026-04-15 13F Paragon Capital Management Ltd 1.488 2,76 477 -1,65
2026-02-10 13F Tide Cove Capital Partners LLC 143.404 6,08 49.230 9,28
2026-02-09 13F CBIZ Investment Advisory Services, LLC 22.649 12,70 7.593 14,84
2026-04-23 13F BXM Wealth LLC 1.290 414
2026-01-27 13F Security Financial Services, INC. 5.302 -1,67 1.778 0,45
2026-04-16 13F Allegheny Financial Group LTD 6.528 -1,33 2.094 -5,59
2026-02-02 13F Alpha Wealth Funds, LLC 3.418 0,29 558 2,39
2026-02-17 13F Fmr Llc 1.362.317 5,14 456.744 7,41
2026-02-17 13F Punch & Associates Investment Management, Inc. 448 1,13 150 3,45
2026-01-27 13F Belpointe Asset Management LLC 48.768 -2,08 16.351 0,04
2026-04-14 13F Opal Wealth Advisors, LLC 3.446 -20,19 1.106 -23,64
2026-04-14 13F Lawood & Co 3.485 0,00 1.118 -4,28
2025-11-06 13F Naviter Wealth, LLC 0 -100,00 0
2026-02-10 13F Hillsdale Investment Management Inc. 0 -100,00 0
2026-02-10 13F Strategic Advisors LLC 10.614 15,41 3.559 17,89
2026-04-10 13F Wealth Group Ltd 7.930 2,02 2.544 -2,38
2026-02-12 13F Godshalk Welsh Capital Management, Inc. 1.006 0,00 337 2,12
2026-02-11 13F Tiaa Trust, National Association 752.040 -5,50 252.137 -3,46
2026-02-10 13F Excalibur Management Corp 846 19,15 284 21,98
2026-04-10 13F Pure Financial Advisors, Inc. 145.577 -0,58 46.702 -4,86
2026-04-23 13F Private Wealth Management Group, LLC 4.840 -21,21 1.553 -24,62
2026-02-13 13F Excelsior Advisor Network LLC 1.089 365
2026-04-17 13F Sara-Bay Financial 2.001 -0,94 642 -6,01
2026-02-17 13F Qube Research & Technologies Ltd 2.091 -82,54 701 -82,16
2026-02-13 13F Clarity Asset Management, Inc. 966 -42,64 324 -41,49
2026-02-13 13F Okabena Investment Services Inc 1.261 423
2026-04-17 13F Aspen Capital Management, LLC 4.229 0,02 1.357 -4,30
2026-04-21 13F Aaron Wealth Advisors LLC 3.934 0,00 1.262 -4,25
2026-04-21 13F OneAscent Financial Services LLC 42.003 1,60 13.475 -2,78
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 4.543 4,92 1.523 7,18
2026-04-10 13F Legacy Wealth Management, LLC / MS 11.760 -3,54 3.773 -7,71
2025-11-12 13F RiverGlades Family Offices LLC 2.505 0,00 822 8,02
2026-01-15 13F Powerhouse Assets LLC 5.063 1.697
2026-01-12 13F Ryan Investment Management, Inc. 2.140 -29,77 717 -28,23
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-04-14 13F Hudson Value Partners, LLC 22.742 2,13 7.296 -2,37
2026-01-29 13F Almanack Investment Partners, LLC. 59.845 -0,06 20.064 2,11
2026-02-03 13F Maple Capital Management, Inc. 1.863 19,73 625 22,35
2025-11-07 13F Certus Wealth Management, LLC 2.266 0,00 744 7,99
2026-04-24 13F Lynx Investment Advisory 1.433 460
2026-04-16 13F Security National Bank 10.943 1,03 3.511 -3,33
2026-01-07 13F Gilbert & Cook, Inc. 19.727 1,92 6.614 4,11
2026-04-15 13F Asset Allocation & Management Company, LLC 210.203 0,52 67 -4,29
2026-02-13 13F Smith Partners Wealth Management, LLC 1.092 366
2026-02-10 13F Sentinus, LLC 48.556 -1,92 16.279 0,20
2026-02-12 13F Ironsides Asset Advisors, LLC 45.510 -30,71 15.258 -29,21
2026-01-23 13F Blue Fin Capital, Inc. 1.470 0,00 493 2,07
2026-04-20 13F L.K. Benson & Company, P.C. 29.174 12,53 9.359 7,69
2026-02-14 13F POM Investment Strategies, LLC 141 -43,60 47 -42,68
2026-01-07 13F Cahaba Wealth Management, Inc. 5.287 -0,77 1.773 1,37
2026-02-09 13F MSH Capital Advisors LLC 2.219 40,71 744 43,71
2026-04-15 13F Fifth Third Securities, Inc. 121.249 -1,89 38.898 -6,13
2026-04-22 13F Matauro, Llc 9.338 -11,47 2.996 -15,30
2026-04-23 13F Salus Financial Advisors, LLC 1.994 640
2025-11-07 13F Wealth Alliance 0 -100,00 0
2026-02-12 13F Signet Investment Advisory Group, Inc. 1.480 0,00 496 2,27
2026-01-27 13F Ring Mountain Capital, LLC 2.046 56,54 1
2026-02-09 13F Weinberger Asset Management, Inc 109.209 -2,77 36.614 -0,66
2026-02-19 13F Briggs Wealth Management, Inc 135.469 45.419
2026-02-09 13F FinDec Wealth Services, Inc. 7.665 -5,58 2.570 -3,57
2026-04-21 13F HF Advisory Group, LLC 0 -100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-09 13F Avalon Trust Co 9.972 -11,92 3.343 -10,01
2026-04-17 13F Astoria Strategic Wealth, Inc. 390.811 1,42 125.376 -2,96
2026-01-28 13F Gentry Private Wealth, Llc 7.191 0,00 2.411 2,16
2026-04-13 13F Garrett Investment Advisors LLC 128.493 2,24 41.222 -2,17
2026-02-06 13F HighTower Advisors, LLC 2.184.391 0,08 732.361 2,24
2026-01-22 13F DDD Partners, LLC 2.167 12,81 726 15,24
2026-02-03 13F Pearl Planning LLC 828 278
2026-04-23 13F Catalyst Investment Management LLC 1.276 -15,61 447 -11,66
2026-02-09 13F Morningstar Investment Management LLC 213.319 -2,74 72 0,00
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-14 13F Moller Financial Services 1.671 76,45 536 68,77
2026-02-12 13F Laffer Investments 1.231 0,41 413 2,49
2026-04-09 13F Shearwater Capital LLC 1.550 107,50 497 98,80
2026-04-10 13F Sound Stewardship, LLC 9.294 -0,64 2.982 -4,94
2026-04-17 13F Morris Financial Concepts, Inc. 46 91,67 15 75,00
2026-01-21 13F Paladin Advisory Group, LLC 9.148 -0,14 3.067 2,03
2026-02-04 13F Greenwood Gearhart Inc 75.278 -2,30 25.238 -0,19
2026-01-26 13F Cordatus Wealth Management LLC 2.091 0,00 701 2,19
2026-02-13 13F Gen-Wealth Partners Inc 281.804 91.098,71 386 281,19
2026-04-23 13F Greenhouse Wealth Management, LLC 23.822 -2,70 7.642 -6,90
2026-04-08 13F Archer Investment Management, LLC 4.882 -14,46 1.566 -18,14
2026-04-20 13F Joel Adams & Associates, Inc. 4.581 7,18 1.469 2,51
2026-02-02 13F Holistic Planning, LLC 8.911 -0,18 2.987 1,98
2026-04-24 13F Letson Investment Management, Inc. 13.125 0,00 4.211 -4,32
2026-02-03 13F RWM Asset Management, LLC 1.740 -6,90 595 -2,94
2026-04-14 13F Capital Asset Managemnet, LLC 17.020 0,62 5.460 -3,72
2026-04-23 13F American National Bank 2.689 -3,59 863 -7,81
2026-02-06 13F Morling Financial Advisors, LLC 122.594 2,59 41.102 4,81
2026-02-19 13F ATX Financial Planning, LLC 6.561 2.200
2026-04-15 13F Access Financial Services, Inc. 3.483 7,24 1.117 2,67
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 4.150 0,17 1.392 2,35
2026-04-08 13F Sandbox Financial Partners, LLC 2.552 0,12 819 -4,22
2026-01-30 13F Laurel Wealth Advisors LLC 2.911 -1,49 976 0,62
2026-02-10 13F Hilltop Partners LLC 1.946 0,36 652 2,52
2026-04-14 13F Well Done, LLC 723 15,31 232 10,00
2026-04-20 13F Crane Advisory, LLC 1.722 0,00 596 0,85
2026-01-29 13F UBS Group AG 4.065.748 -0,59 1.363.123 1,56
2026-02-02 13F Mcdonald Partners Llc 731 -8,28 245 -6,13
2026-04-17 13F Ignite Planners, LLC 21.846 941,28 7.009 881,51
2026-02-11 13F SOUTH STATE Corp 14.958 13,31 5.015 15,74
2026-02-17 13F Custos Family Office, LLC 2.035 0,25 682 2,40
2026-01-28 13F Evergreen Private Wealth LLC 517 0,00 173 2,37
2026-02-06 13F Advisory Alpha, LLC 19.075 -17,42 6.398 -16,04
2026-04-27 13F FSM Wealth Advisors, LLC 103.782 9,53 33.294 4,81
2026-02-03 13F Indie Asset Partners, LLC 1.678 -1,76 563 0,36
2026-04-13 13F Sherman Wealth Management LLC 4.651 0,30 1.492 -3,99
2026-01-28 13F Legacy Capital Group California, Inc. 2.302 0,13 772 2,25
2026-04-10 13F Voisard Asset Management Group, Inc. 1.042 -0,29 334 -4,57
2026-01-21 13F Portside Wealth Group, LLC 703 14,31 236 16,92
2026-02-04 13F Austin Asset Management Co Inc 674 226
2026-04-09 13F Park Place Capital Corp 800 0,00 257 -4,48
2026-02-03 13F Bokf, Na 53.933 7,51 18.082 9,84
2026-02-17 13F LaSalle St. Investment Advisors, LLC 249.657 4,84 84 6,41
2026-02-17 13F Wellington Management Group Llp 89.787 4,33 30.103 6,59
2026-02-03 13F Milestone Asset Management Group, LLC 7.401 12,46 2.481 14,91
2026-02-06 13F Fortis Group Advisors, LLC 362 -6,94 121 -4,72
2026-04-24 13F UMA Financial Services, Inc. 1.104 1,10 354 -3,28
2026-04-21 13F Sensible Money, LLC 6.465 -7,50 2.074 -11,48
2026-04-10 13F Brucke Financial, Inc. 778 9,12 249 4,18
2026-04-17 13F Kaufman Rossin Wealth, LLC 13.566 41,84 4.352 35,75
2026-01-22 13F Good Steward Wealth Advisors,LLC 40.769 2,83 13.669 5,05
2026-02-23 13F Beaird Harris Wealth Management, LLC 37.460 0,86 12.559 3,05
2025-11-12 13F Napa Wealth Management 2.240 0,00 735 8,09
2026-02-17 13F Coastal Bridge Advisors, LLC 4.943 22,78 1.657 25,53
2026-04-17 13F Signal Advisors Wealth, LLC 22.629 -10,10 7.260 -13,98
2026-01-28 13F Walker Financial Services, Inc. 1.050 -0,57 352 1,73
2026-02-03 13F Gallacher Capital Management LLC 11.701 1,43 3.923 3,62
2026-04-14 13F Value Investment Professionals, LLC 11.595 -31,81 3.720 -34,65
2026-04-23 13F Investment Planning Advisors, Inc. 2.620 -1,50 840 -5,72
2026-01-27 13F Fortis Capital Advisors, LLC 26.833 0,15 8.996 2,32
2026-02-17 13F Comprehensive Financial Management LLC 54.691 118,11 18.336 122,23
2026-02-04 13F Cascade Wealth Advisors, Inc 6.438 -13,49 2.209 -11,40
2026-02-10 13F Coyle Financial Counsel LLC 17.160 2,66 5.753 4,89
2026-02-13 13F Quartz Partners, LLC 16.546 -0,98 5.547 1,17
2026-02-11 13F Jessup Wealth Management, Inc 66 22
2026-02-13 13F JustInvest LLC 7.175 -2,14 2.406 -0,21
2026-04-08 13F Wealth Advisors Northwest LLC 2.699 6,68 866 2,00
2026-02-10 13F IF Advisors, LLC 1.431 480
2026-04-08 13F Mirador Capital Partners LP 1.945 1,78 624 -2,66
2026-01-27 13F Waterfront Wealth Inc. 1.308 -0,61 447 3,47
2026-02-11 13F LPL Financial LLC 14.079.780 2,01 4.720.528 4,22
2026-02-04 13F Brio Consultants, LLC 8.538 -1,84 2.863 0,28
2026-02-11 13F Syon Capital Llc 4.022 1.348
2026-01-29 13F M Wealth Management, LLC 1.251 0,56 420 2,70
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 8.200 9,33 2.749 11,70
2026-02-13 13F Brian Low Financial Group, Llc 0 -100,00 0
2026-04-17 13F Cidel Asset Management Inc 4.750 0,00 1.524 -4,33
2026-04-22 13F Spire Wealth Management 20.262 -15,37 6.500 -19,02
2026-04-10 13F Sage Investment Advisers LLC 3.469 3,27 1.121 -0,44
2026-04-14 13F Austin Wealth Management, LLC 5.751 -24,79 1.870 -28,08
2026-01-29 13F D.a. Davidson & Co. 416.102 -24,73 139.507 -23,11
2026-01-28 13F Barrett & Company, Inc. 93.710 2,86 31.418 5,09
2026-04-24 13F United Community Bank 18.721 40,38 6.006 34,31
2026-04-16 13F Kavar Capital Partners Group, Llc 8.586 0,21 2.755 -4,11
2026-04-20 13F Sowell Financial Services LLC 23.699 15,93 7.603 10,93
2026-04-27 13F Osborne Partners Capital Management, Llc 23.213 -5,15 7.447 -9,25
2026-01-26 13F Main Street Group, LTD 7.503 21,94 2.516 24,57
2026-04-22 13F Citrine Capital LLC 3.648 -2,22 1.170 -6,40
2026-02-09 13F Atlantic Trust, LLC 7.608 0,00 2.551 2,16
2026-02-17 13F Quest Investment Management Llc 2.646 0,00 887 2,19
2026-04-07 13F Armstrong Henry H Associates Inc 4.449 0,00 1.427 -4,29
2026-04-15 13F Wolff Financial Management Llc 1.134 -4,87 364 -9,02
2026-01-26 13F Midland Wealth Advisors Llc 20.309 -0,37 6.809 1,78
2026-02-04 13F Fourth Dimension Wealth, LLC 8.266 -1,45 2.771 0,69
2026-01-13 13F Synergy Financial Management, LLC 35.821 -71,27 12.010 -69,36
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 9.067 -13,16 2.909 -16,91
2026-02-13 13F Inspire Advisors, LLC 10.483 7,78 3.515 10,12
2026-02-17 13F Synergy Financial Group, LTD 1.379 68,58 462 72,39
2026-04-21 13F Wise Wealth Partners 2.390 8,59 767 3,93
2026-02-12 13F Renaissance Technologies Llc 68.660 662,89 23.020 679,51
2026-02-05 13F Thrivent Financial For Lutherans 60.509 153,37 20 185,71
2026-01-29 13F Traction Financial Partners, LLC 2.284 -1,00 766 1,06
2026-02-17 13F Old Mission Capital Llc Put 24.400 26,42 21 -69,57
2026-02-10 13F Waterloo Capital, L.P. 10.283 -3,47 3.448 -1,37
2026-04-17 13F FFG Partners, LLC 1.813 0,00 582 -4,28
2026-04-17 13F Stewardship Advisors, LLC 705 0,00 226 -4,24
2026-02-10 13F Moors & Cabot, Inc. 14.884 6,03 4.990 8,34
2026-04-24 13F Kendall Capital Management 14.332 0,57 4.598 -3,77
2025-11-12 13F Willow Creek Wealth Management Inc. 5.997 49,40 1.968 61,31
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 21.284 -22,92 7 -33,33
2026-01-29 13F Prepared Retirement Institute LLC 30.052 15,15 10.075 17,64
2026-04-13 13F LexAurum Advisors, LLC 41.978 -23,47 13.467 -25,18
2026-01-23 13F Bridgewater Advisors Inc. 224.852 7,98 76.243 11,17
2026-01-28 13F Wingate Wealth Advisors, Inc. 5.528 4,34 1.853 6,62
2026-04-13 13F Gill Capital Partners, Llc 6.351 -5,41 2.037 -9,51
2025-11-14 13F Full Sail Capital, LLC 3.736 3,43 1.226 11,76
2026-01-14 13F ORG Wealth Partners, LLC 2.552 0,00 856 2,15
2026-04-15 13F Riversedge Advisors, Llc 3.164 -4,21 1.015 -8,31
2026-02-06 13F Flaharty Asset Management, LLC 1.094 0,00 367 1,95
2026-02-12 13F Hollencrest Capital Management 73.196 0,08 24.540 2,24
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 18.271 -5,51 6.122 -7,77
2026-02-12 13F WealthPLAN Partners, LLC 34.511 -5,90 11.570 -3,86
2026-02-05 13F Dash Acquisitions Inc. 8.061 -0,78 2.727 -0,62
2026-01-21 13F Landaas & Co /wi /adv 341.318 -1,06 114.437 1,08
2026-02-05 13F WealthPlan Investment Management, LLC 176.127 -3,84 59.050 -1,76
2026-02-18 13F State of Tennessee, Treasury Department 1.582.521 0,64 538.959 4,44
2026-02-12 13F IFC Advisors LLC 32.877 0,00 11.023 2,16
2026-02-05 13F Armor Investment Advisors, LLC 3.030 0,00 1.016 2,11
2026-02-10 13F Spectrum Wealth Advisory Group, LLC 795 0,51 267 2,70
2025-11-12 13F CIBC Bancorp USA Inc. 381.157 125.084
2026-04-15 13F Curran Financial Partners, LLC 4.576 -11,47 1.468 -15,29
2026-04-16 13F Flywheel Private Wealth LLC 6.421 -0,14 2.060 -4,45
2026-02-11 13F Everett Harris & Co /ca/ 6.582 7,06 2.207 9,37
2026-04-07 13F First Financial Corp /in/ 531 -2,21 170 -6,59
2026-04-22 13F Foundation Wealth Management, LLC\PA 106.859 9,49 34.281 4,77
2026-04-07 13F Trinity Financial Advisors LLC 34.535 -17,89 11.079 -21,43
2026-02-13 13F Apriem Advisors 1.887 -1,87 633 0,16
2026-04-08 13F Wisconsin Wealth Advisors, LLC 979 0,00 314 -4,27
2026-01-07 13F Procyon Private Wealth Partners, LLC 186.835 -0,23 62.640 1,93
2026-04-22 13F M3 Advisory Group, LLC 25.807 0,75 8.279 -3,59
2026-01-08 13F Sentinel Wealth Management, Inc. 4.523 0,00 1.516 1,88
2026-01-27 13F Shayne & Co., Llc 43.123 -5,44 14.458 -3,39
2026-04-24 13F Vision Capital Management, Inc. 2.785 1,46 893 -2,93
2026-02-05 13F Elyxium Wealth, LLC 877 0,00 294 2,44
2026-03-23 13F J. Derek Lewis & Associates Inc. 2.202 739
2026-01-28 13F N.E.W. Advisory Services LLC 720.637 7,47 241.608 9,80
2026-02-03 13F Northern Capital Management, Inc. 2.894 -3,34 970 -1,22
2026-02-12 13F Ankerstar Wealth, LLC 468 157
2026-02-05 13F Wilson & Boucher Capital Management, LLC 53.109 -0,96 17.806 1,18
2026-02-09 13F Councilmark Asset Management, LLC 14.559 0,62 4.881 2,80
2026-04-22 13F Viewpoint Investment Partners Corp 28.435 1,43 9.119 -2,98
2026-02-12 13F Wayfinding Financial, LLC 1.718 -0,06 1
2026-02-17 13F Strategic Financial Planning, Inc. 16.166 -0,43 5.420 1,73
2026-02-13 13F Centerpoint Advisors, LLC 1.800 0,00 1
2026-02-03 13F Orion Capital Management LLC 2.791 0,18 936 2,30
2026-02-17 13F Dimension Capital Management Llc 0 -100,00 0
2026-02-04 13F BEAM Asset Management, LLC 11.073 0,29 3.712 2,46
2026-02-10 13F MidAtlantic Capital Management, Inc. 2.535 0,00 850 2,17
2026-04-27 13F Evolution Wealth Management Inc. 1.657 21,48 532 16,19
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 3.833 0,66 1.285 2,88
2026-02-13 13F MorganRosel Wealth Management, LLC 239.227 -0,11 80.206 2,06
2026-04-10 13F BostonPremier Wealth LLC 169.681 1,61 54.435 -2,77
2026-04-27 13F Tennessee Valley Asset Management Partners 135.483 -4,14 43.464 -8,27
2026-02-10 13F Nvest Financial, LLC 1.123 -35,27 377 -33,92
2026-02-17 13F Pine Ridge Advisers LLC 0 -100,00 0
2026-04-13 13F Thayer Financial, L.L.C. 712 0,00 229 -4,20
2026-04-20 13F Verus Financial Partners, Inc. 773.864 1,31 267.780 2,50
2026-01-23 13F G2 Capital Management, Llc / Oh 7.795 0,00 2.614 2,15
2026-04-20 13F Naples Global Advisors, Llc 18.400 -0,44 5.903 -4,74
2026-04-21 13F Sunpointe, LLC 42.443 11,32 13.616 6,52
2026-02-10 13F Alpha Financial Partners, LLC 2.062 -0,87 691 1,32
2026-04-22 13F Union Bancaire Privee, UBP SA 3.578 0,00 1.115 -7,70
2026-02-17 13F Old Mission Capital Llc 911 -93,41 305 -93,27
2026-02-13 13F PCM Encore, LLC 6.209 2.082
2026-01-27 13F Brighton Jones Llc 295.388 0,31 99.035 2,48
2026-02-02 13F Partners in Financial Planning 35.535 -0,36 11.914 1,79
2026-04-13 13F Cordant, Inc. 82.596 2,88 26.498 -1,56
2026-04-13 13F Gradient Investments LLC 10.443 6,87 3.350 2,26
2026-04-08 13F Charis Legacy Partners, LLC 17.618 8,37 5.652 3,69
2026-02-17 13F Power Wealth Management Llc 2.762 0,00 926 2,21
2026-01-23 13F Intelligence Driven Advisers, LLC 2.661 -0,37 892 1,83
2026-01-16 13F Blossom Wealth Management 704 11,22 236 14,01
2026-01-07 13F BCGM Wealth Management, LLC 2.582 4,75 866 6,92
2026-01-16 13F Oldfather Financial Services, LLC 5.741 -0,93 1.925 1,21
2026-02-13 13F Coco Enterprises, LLC 10.171 1,06 3.410 3,18
2026-02-04 13F Nwam Llc 31.092 0,15 10.576 3,18
2026-02-10 13F Measured Wealth Private Client Group, LLC 4.431 -12,50 1.486 -10,60
2026-02-04 13F Ofc Financial Planning, Llc 2.317 10,07 777 12,46
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 1.122 0,00 376 2,17
2026-04-24 13F Smithbridge Asset Management Inc/de 3.668 -33,24 1.177 -36,12
2026-02-11 13F United Financial Planning Group LLC 6.733 -96,16 2.257 -93,58
2026-02-11 13F Fca Corp /tx 5.979 -7,24 2.005 -5,25
2026-02-10 13F Avestar Capital, LLC 8.487 -2,86 2.846 -0,94
2026-02-13 13F Toroso Investments, LLC 210.680 -72,43 70.635 -71,83
2026-04-08 13F Winter & Associates, Inc. 5.888 15,16 1.915 11,67
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-02-12 13F Schoolcraft Capital LLC 1.329 0,00 446 2,06
2026-04-22 13F Coastal Investment Advisors, Inc. 5.412 -5,19 1.736 -9,25
2026-01-30 13F Sageworth Trust Co of South Dakota 65.957 0,00 22.113 2,16
2026-02-13 13F Visionary Wealth Advisors 9.638 -2,16 3.231 -0,03
2026-01-26 13F Valmark Advisers, Inc. 128.244 2,40 42.996 4,61
2026-04-14 13F BayBridge Capital Group, LLC 27.518 0,00 9.226 0,00
2026-04-24 13F Gilliland Jeter Wealth Management LLC 2.564 0,00 823 -4,31
2026-04-23 13F Equita Financial Network, Inc. 150.648 -5,93 48.336 -9,97
2026-04-15 13F Code Waechter LLC 914 -0,44 293 -4,56
2026-02-17 13F Tower Research Capital LLC (TRC) 7.485 43.929,41 2.509 50.080,00
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 1.308 -6,57 439 -4,58
2026-02-13 13F WPWealth LLP 8.675 -4,00 2.909 -1,92
2026-02-04 13F Shade Tree Advisors LLC 241.531 1,80 80.978 4,00
2026-02-17 13F Creative Planning 6.067.010 -2,21 2.034.086 -0,10
2026-02-12 13F Canopy Partners, LLC 40.760 -0,60 13.666 1,55
2026-02-19 13F Jacobs Equity LLC 1.965 659
2026-01-28 13F Schmidt P J Investment Management Inc 732 0,00 245 2,08
2026-02-17 13F Trustmark National Bank Trust Department 5.629 -0,23 1.887 1,94
2026-04-27 13F Prasad Wealth Partners, LLC 4.708 189,72 1.511 177,57
2026-02-06 13F Delta Financial Advisors Llc 7.327 195,21 2.456 201,72
2026-02-17 13F Hilltop Holdings Inc. 15.616 -2,61 5.235 -0,51
2026-02-11 13F Madden Advisory Services, Inc. 10.266 -8,30 3.442 -6,32
2026-02-17 13F Wealth Architects, LLC 18.671 -0,81 6.260 1,33
2026-01-26 13F Strid Group, LLC 16.244 0,21 5.446 2,39
2026-04-27 13F Tanglewood Legacy Advisors, LLC 77 0,00 25 -4,00
2026-02-12 13F Colonial Trust Co / SC 750 0,00 251 2,03
2026-04-13 13F Creative Financial Designs Inc /adv 5.278 5,24 1.693 0,71
2026-04-20 13F Foster Victor Wealth Advisors, LLC 8.110 0,07 2.779 0,29
2026-04-10 13F Briaud Financial Planning, Inc 539.110 -2,03 172.925 -6,27
2026-04-15 13F Gradient Capital Advisors, LLC 4.095 0,74 1.314 -3,60
2026-04-24 13F DB&C Advisors, LLC 1.614 -0,25 518 -4,61
2026-02-13 13F Kilter Group LLC 754 389,61 253 404,00
2026-02-17 13F Cape Investment Advisory, Inc. 3.219 3,67 1.079 5,99
2026-02-02 13F WJ Financial Advisors LLC 1.297 0,00 435 2,12
2026-02-06 13F Shakespeare Wealth Management, Inc. 14.874 0,43 4.987 2,59
2025-11-06 13F Abich Financial Wealth Management LLC 796 1.890,00 261 2.272,73
2026-04-08 13F Sharkey, Howes & Javer 6.092 -8,83 1.954 -12,77
2026-04-22 13F Semitam Bonam Llc 50.858 -0,05 16.316 -4,36
2026-04-08 13F WealthCare Investment Partners, LLC 1.936 -3,87 630 -7,09
2026-02-23 13F GuidedMoney, LLC 222.195 74.495
2026-02-05 13F Financial Strategies Group, Inc. 12.040 -0,12 4.108 1,48
2026-01-23 13F Kellett Schaffner Wealth Advisors LLC 1.339 0,00 449 2,05
2026-04-15 13F Monument Capital Management 7.961 0,47 2.554 -3,88
2026-02-02 13F Manhattan West Asset Management, LLC 6.516 -3,51 2.185 -1,44
2026-04-22 13F Benchmark Financial, LLC 0 -100,00 0
2026-02-18 13F Strategic Planning, Inc. 1.356 455
2026-04-16 13F Fortem Financial Group, Llc 909 -9,01 292 -12,87
2026-02-17 13F Pennington Partners & Co., Llc 178.792 10,57 59.943 12,66
2026-02-03 13F Channel Wealth Llc 2.951 0,07 989 2,28
2026-04-08 13F Lpwm Llc 7.284 4,19 2.337 -0,30
2026-04-21 13F One Wealth Advisors, LLC 1.716 20,25 550 15,06
2026-01-29 13F Rakuten Securities, Inc. 1.111 -20,19 372 -18,42
2025-11-12 13F Accredited Wealth Management, LLC 960 -83,23 1.871 7,22
2026-04-17 13F Roxbury Financial LLC 825 0,00 265 -4,35
2026-04-20 13F Kennicott Capital Management Llc 8.379 -2,68 2.688 -6,86
2026-04-27 13F Iron Financial, LLC 35.712 -1,15 11.457 -5,41
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-02-17 13F Strategic Investment Advisors / MI 0 -100,00 0
2026-01-27 13F Legacy Advisors, LLC 38.405 126,24 12.876 130,50
2026-02-04 13F Patrick M Sweeney & Associates, Inc 1.130 0,00 379 2,16
2026-04-13 13F/A Sunburst Financial Group, LLC 4.271 23,94 1.370 18,61
2026-02-17 13F Bedell Frazier Investment Counseling, LLC 1.174 -2,17 394 0,00
2026-04-24 13F BetterWealth, LLC 1.802 578
2026-02-17 13F Sonoma Private Wealth LLC 2.187 0,00 733 2,23
2026-01-28 13F May Barnhard Investments LLC 9.018 -1,08 3.024 1,07
2026-04-08 13F Aurelius Family Office LLC 10.881 -0,32 3.491 -5,62
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 303 0,00 97 -3,96
2026-04-15 13F Websterrogers Financial Advisors, Llc 2.840 0,11 911 -4,21
2026-02-03 13F Manning & Napier Advisors Llc 61.324 12,40 20.718 15,71
2026-02-12 13F Blue Edge Capital, LLC 14.413 -1,30 4.832 0,83
2026-04-09 13F Everhart Financial Group, Inc. 179.893 -2,45 57.712 -6,65
2026-04-22 13F Onyx Bridge Wealth Group LLC 32.258 -0,65 10.349 -4,93
2026-04-10 13F Affinity Wealth Management Llc 1.990 -4,69 639 -8,86
2026-04-13 13F St Germain D J Co Inc 5.171 0,51 1.659 -3,83
2026-02-06 13F Callahan Advisors, LLC 743 -2,88 249 -0,80
2026-04-17 13F BCS Wealth Management 14.556 -38,03 4.670 -40,70
2026-04-21 13F Wealth Effects Llc 27.615 0,55 8.859 -3,79
2026-04-10 13F Auto-Owners Insurance Co 36.600 0,00 11.742 -4,31
2026-04-15 13F Wealthcare Capital Management Llc 1.085.614 -0,84 348.276 -5,11
2026-04-22 13F SFG Wealth Management, LLC. 3.657 -9,55 1.173 -13,43
2026-04-15 13F Meridian Financial Partners LLC 3.023 15,56 984 10,82
2026-02-11 13F Symphony Financial, Ltd. Co. 41.564 32,38 13.954 35,63
2026-02-13 13F Arete Wealth Advisors, LLC 18.147 0,24 6 20,00
2026-01-26 13F Sonata Capital Group Inc 35.531 -0,44 11.912 108.190,91
2026-02-17 13F Captrust Financial Advisors 789.011 12,87 264.532 15,31
2026-04-24 13F Essex Financial Services, Inc. 35.289 2,04 11.321 -2,36
2026-02-11 13F Greykasell Wealth Strategies, Inc. 1.500 -6,48 503 -4,37
2026-02-12 13F BlackRock, Inc. 977.006 137,96 327.561 143,11
2026-04-22 13F Parcion Private Wealth LLC 1.383 444
2026-02-17 13F Mercer Global Advisors Inc /adv 2.052.515 2,77 687.950 5,00
2026-04-22 13F MFA Wealth Services 5.732 2,12 1.839 -2,29
2026-01-20 13F Stratos Wealth Partners, LTD. 236.329 -2,94 79.234 -0,84
2026-02-10 13F Sfmg, Llc 8.379 2,28 2.809 4,50
2026-04-08 13F Stonebridge Financial Group, LLC 14.586 0,33 4.679 -4,00
2026-04-23 13F Spinnaker Trust 4.030 -3,77 1.293 -7,98
2026-02-12 13F Tocqueville Asset Management L.p. 10.979 24,10 3.681 26,77
2026-02-17 13F Green Harvest Asset Management LLC 10.049 -3,97 3.369 -1,86
2026-02-17 13F Pinnacle Financial Partners, Inc. 183.668 61.588
2026-04-17 13F Greenbush Financial Group, LLC 32.373 1,82 10.386 -2,58
2026-04-16 13F Everstar Asset Management, LLC 12.240 8,97 3.927 4,28
2026-02-13 13F Evernest Financial Advisors, LLC 2.959 87,87 1.014 96,32
2026-04-21 13F AEGON USA Investment Management, LLC 280.031 -1,53 89.837 -5,77
2026-01-21 13F Unison Advisors LLC 4.057 0,62 1.360 2,80
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 1.856 622
2026-02-04 13F First National Advisers, LLC 19.212 24,48 6.441 27,19
2026-02-09 13F Fidelity D & D Bancorp Inc 3.020 -10,70 1.013 -8,75
2026-02-10 13F Mcrae Capital Management Inc 711 238
2026-02-12 13F Sfam, Llc 52 17
2026-02-03 13F Silver Oak Advisory Group, Inc. 32.874 -0,55 11 10,00
2026-04-27 13F Jamison Private Wealth Management, Inc. 2.405 772
2026-02-04 13F Purkiss Capital Advisors LLC 5.224 0,00 1.751 2,16
2026-04-22 13F Harbor Asset Planning, Inc. 15.830 0,04 5.079 -4,26
2026-02-18 13F Ark Wealth Advisors LLC 2.387 800
2026-04-20 13F LifeWealth Investments, LLC 2.716 -1,34 871 -5,53
2026-02-12 13F Financial Network Wealth Management LLC 832 -0,12 0
2026-01-15 13F Private Advisory Group LLC 7.448 4,56 2.497 6,85
2026-04-21 13F Claro Advisors LLC 26.088 75,82 8.369 68,25
2025-11-10 13F Transatlantique Private Wealth Llc 0 -100,00 0
2026-01-27 13F Proffitt & Goodson Inc 173.701 -1,52 58.237 0,62
2025-11-04 13F L.m. Kohn & Company 3.035 -87,14 996 -86,13
2026-04-17 13F Burns J W & Co Inc/ny 97.060 3,15 31.138 -1,30
2026-02-13 13F B&D White Capital Company, LLC 102.654 -12,39 34.417 -10,50
2026-04-20 13F Apella Capital, LLC 730.033 5,98 255.898 10,81
2026-04-21 13F Mesirow Financial Investment Management, Inc. 76.896 8,51 24.669 3,83
2026-02-09 13F NWK Group, Inc. 6.711 0,00 2.250 2,13
2026-01-21 13F Seascape Capital Management 911 -18,95 0
2026-02-12 13F Callan Family Office, LLC 61.655 8,36 20.671 10,71
2026-02-12 13F Correct Capital Wealth Management 1.912 155,61 641 161,63
2026-04-23 13F Mattern Wealth Management LLC 12.737 0,00 4.086 -4,31
2026-01-23 13F Ti-trust, Inc 38.097 -0,47 12.773 1,68
2026-01-29 13F Verdence Capital Advisors LLC 14.195 141,41 4.759 139,87
2026-04-08 13F Selby Wealth Management, LLC 17.029 -0,41 5.463 -4,69
2026-02-10 13F Private Wealth Asset Management, LLC 3.237 207,99 1.085 215,41
2026-01-16 13F Birchcreek Wealth Management, LLC 3.814 -0,24 1.279 1,91
2026-01-30 13F Pure Portfolios Holdings Llc 21.359 -3,30 7.161 -1,20
2026-04-08 13F Pioneer Wealth Management Group 2.801 0,61 899 -3,75
2026-04-14 13F R.H. Investment Group, LLC 11.459 15,04 3.824 14,50
2026-02-03 13F Alta Wealth Advisors LLC 2.091 2,45 701 4,63
2026-04-23 13F Lakewood Asset Management LLC 10.095 0,19 3.238 -4,14
2026-01-28 13F Hoey Investments, Inc 71 20,34 24 21,05
2026-01-27 13F Institute for Wealth Management, LLC. 4.772 0,00 1.600 2,17
2025-11-18 13F Apexium Financial, Lp 5.342 0,68 1.755 8,67
2026-02-12 13F Moneta Group Investment Advisors Llc 527.290 -7,99 176.784 -6,00
2026-02-11 13F Insight Advisors, LLC/ PA 2.210 -0,76 741 0,95
2026-04-13 13F Chesley Taft & Associates LLC 27.975 -2,17 8.975 -6,39
2026-02-10 13F Elm Partners Management LLC 996.018 5,82 333.935 8,11
2026-02-12 13F Betterment LLC 25.171.575 -2,37 8.439 -0,26
2026-02-10 13F Henderson Brothers Financial Partners, LLC 1.441 483
2026-04-23 13F Klein Pavlis & Peasley Financial, Inc. 880 282
2026-04-24 13F Abacus Wealth Partners, LLC 3.154 7,68 1.012 2,95
2026-02-17 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2.088 0,00 700 2,19
2026-04-20 13F Pegasus Asset Management, Inc. 12.831 -3,16 4.116 -7,34
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0
2026-04-22 13F BluePath Capital Management, LLC 877 0,34 281 -4,10
2026-04-21 13F Towneley Capital Management, Inc / DE 463.348 1,18 148.647 -3,18
2026-01-23 13F Optima Capital Llc 17.722 0,31 5.942 2,36
2026-01-26 13F Cm Wealth Advisors Llc 3.372 9,87 1.131 11,99
2026-04-23 13F Embree Financial Group 12.797 -1,58 4.105 -5,83
2026-01-29 13F ProVise Management Group, LLC 1.077 -0,92 361 1,40
2026-02-13 13F Orleans Capital Management Corp/la 2.590 -50,85 868 -49,80
2026-04-07 13F Boltwood Capital Management 2.984 -1,75 957 -5,99
2026-04-10 13F Waldron Private Wealth LLC 39.370 0,09 12.631 -4,23
2026-02-06 13F Mullooly Asset Management, Inc. 73.864 5,48 24.768 7,76
2026-02-09 13F Sterling Investment Advisors, Ltd. 2.797 -0,04 938 2,07
2026-04-16 13F Clark Asset Management, LLC 106.809 13,76 34.265 8,85
2026-02-05 13F Integrated Investment Consultants, LLC 1.640 -42,48 550 -41,28
2026-04-16 13F Diversified Trust Co 162.183 11,16 52.030 6,37
2026-02-05 13F Pacitti Group Inc. 4.335 0,00 1.453 2,18
2026-02-04 13F MONECO Advisors, LLC 25.084 2,18 8.410 4,38
2026-02-13 13F Nicolet Advisory Services, Llc 10.470 -2,92 3.591 1,01
2026-04-24 13F FRG Family Wealth Advisors LLC 133.812 -0,91 42.928 -5,18
2026-01-23 13F Capital Planning LLC 4.491 0,00 1.510 2,23
2026-02-10 13F Johnson Financial Group, LLC 169.315 -6,26 56.766 -4,23
2026-02-10 13F Lummis Asset Management, LP 933 -13,05 313 -11,36
2026-02-04 13F Provident Investment Management, Inc. 910 0,00 305 2,35
2026-02-17 13F Regal Investment Advisors LLC 40.111 11,15 13.448 13,55
2026-02-12 13F Earnest Partners Llc 5.454 107,77 1.829 112,31
2026-04-21 13F WealthNavi Inc. 12.935.073 4,36 4.150 -0,14
2026-02-04 13F Wedgewood Investors Inc /pa/ 850 0,00 285 2,16
2026-04-08 13F LifeGuide Financial Advisors, LLC 50.429 2,09 16.178 -2,61
2026-04-17 13F Sovereign Financial Group, Inc. 6.100 5,17 1.957 0,67
2026-02-17 13F Colter Lewis Investment Partners LLC 5.941 1.992
2026-02-10 13F Lhm, Inc. 337.826 -13,52 113.263 -11,89
2026-02-17 13F Intrepid Family Office Llc 40.000 -33,33 13.411 -31,89
2026-04-21 13F Sequent Planning LLC 12.070 -4,49 3.872 -8,61
2026-04-27 13F Nixon Peabody Trust Co 2.343 0,00 752 -4,33
2026-01-26 13F San Luis Wealth Advisors LLC 3.159 9,54 1.059 11,95
2026-01-30 13F Catalytic Wealth RIA, LLC 33.521 -5,36 11.239 -3,31
2026-02-13 13F Lauterbach Financial Advisors, LLC 1.656 2,67 555 4,91
2026-04-22 13F Avise Financial Cooperative, Inc. 3.587 1.151
2026-04-20 13F Morton Brown Family Wealth, LLC 4.910 0,45 1.575 -3,85
2026-02-23 13F Drake & Associates, LLC 2.035 36,76 682 37,78
2026-04-14 13F Regent Peak Wealth Advisors LLC 244.405 -4,39 78.408 -8,51
2026-02-04 13F ESG Planning 12.140 13,76 4.070 16,22
2026-04-07 13F Cooper Financial Group 923 -1,07 296 -5,13
2026-04-20 13F BTC Capital Management, Inc. 42.408 150,08 13.605 139,30
2026-04-27 13F Altus Wealth Group LLC 4.091 0,34 1.312 -3,95
2026-04-20 13F Values Added Financial LLC 13.346 -0,90 4.281 -5,18
2026-04-23 13F Chelsea Counsel Co 36 0,00 12 0,00
2026-04-23 13F Oppenheimer & Co Inc 45.603 5,80 14.630 1,24
2025-11-10 13F IFS Group,LLC 6.041 1.989
2026-02-06 13F AF Advisors, Inc. 5.150 0,02 1.727 2,19
2026-01-23 13F Financial Connections Group, Inc. 5.910 -2,17 2 0,00
2026-04-15 13F ARS Wealth Advisors Group, LLC 3.213 -21,77 1.031 -25,20
2026-04-24 13F ERn Financial, LLC 2.345 18,79 752 13,77
2026-02-06 13F Cypress Capital, LLC 139.276 0,70 46.695 2,88
2026-04-22 13F My Personal CFO, LLC 108.406 -1,21 34.778 -5,47
2026-04-10 13F Green Ridge Wealth Planning LLC 1.286 -11,49 413 -15,40
2026-04-15 13F Third View Private Wealth, LLC 3.295 0,52 1.057 -3,82
2026-04-14 13F Lockerman Financial Group, Inc. 665 -3,06 213 -6,99
2026-04-15 13F Johnson & White Wealth Management, LLC 1.678 -1,29 538 -5,61
2026-01-30 13F WoodTrust Financial Corp 31.348 97,75 11 100,00
2026-02-14 13F New Insight Wealth Advisors 1.912 0,68 641 2,89
2026-04-17 13F Cora Capital Advisors Llc 3.493 0,49 1.121 -3,86
2026-02-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 35.754 16,14 11.987 18,66
2026-02-11 13F M Holdings Securities, Inc. 46.859 63,89 16 66,67
2026-03-03 13F NWF Advisory Services Inc. 24.726 -3,15 8.290 -1,05
2026-02-13 13F B & T Capital Management DBA Alpha Capital Management 3.344 2,83 1.121 5,06
2026-02-12 13F Richmond Investment Services, LLC 15.591 3,09 5.228 5,32
2026-01-08 13F Goodman Financial Corp 1.168 0,26 392 2,36
2026-02-11 13F Cornerstone Financial Group, LLC /NE/ 9.485 -2,89 3.180 -0,81
2026-04-27 13F PAX Financial Group, LLC 2.484 -3,46 797 -7,66
2026-04-27 13F Mosley Wealth Management 14.130 -0,01 4.637 -1,11
2026-01-26 13F Cwm, Llc 202.911 -6,03 68 -2,86
2026-04-16 13F Genesis Private Wealth, Llc 669 -2,19 215 -6,55
2026-04-13 13F Breachway Investments LLC 1.793 0,00 580 -3,66
2026-02-10 13F Gw Henssler & Associates Ltd 3.762 0,05 1.261 2,27
2026-02-13 13F Barclays Plc 21.995 -48,83 7.374 -47,72
2026-02-04 13F Cannon Financial Strategists, Inc. 70.083 -0,66 23.497 1,49
2026-02-13 13F Heritage Wealth Advisors 5.438 1,04 1.823 3,23
2026-02-17 13F Capstone Financial Advisors, Inc. 957.838 1,36 321.134 3,55
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 1.484 0,00 476 -4,23
2026-04-08 13F Eagle Rock Investment Company, Llc 9.879 0,00 3.169 -4,32
2026-01-05 13F Trust Co of the South 0 -100,00 0
2026-02-11 13F Montis Financial, LLC 20.137 -0,53 6.751 1,63
2026-04-10 13F Ipswich Investment Management Co., Inc. 5.941 0,00 1.906 -4,32
2026-02-03 13F Weitzel Financial Services, Inc. 28.126 6,25 9.459 9,73
2026-04-27 13F Beacon Financial Advisory LLC 1.564 -1,88 502 -6,18
2026-02-17 13F Blair William & Co/il 338.130 16,01 113.365 18,52
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 15.559 -2,09 4.992 -6,31
2025-11-04 13F Gimbal Financial 668 0,30 219 8,42
2026-01-28 13F Wealth Management Nebraska 4.482 -0,69 1.503 1,42
2026-04-27 13F Sound Income Strategies, LLC 4.968 -46,25 1.606 -49,19
2026-02-03 13F Buck Wealth Strategies, LLC 1.242 -7,66 416 -5,67
2026-04-07 13F Abacus Planning Group, Inc. 220.983 -0,68 70.893 -4,97
2026-01-21 13F Indiana Trust & Investment Management CO 13.494 0,00 4.524 2,17
2026-04-23 13F Fairman Group, LLC 10.095 4,19 3.239 -0,31
2026-02-18 13F SkyView Investment Advisors, LLC 924 -6,10 0
2026-02-10 13F Bbr Partners, Llc 106.707 0,01 35.776 2,18
2026-04-21 13F Nemes Rush Group LLC 13.743 -0,81 4.409 -5,10
2026-04-09 13F Mechanics Bank Trust Department 1.580 -8,46 507 -12,46
2026-04-16 13F XML Financial, LLC 10.329 41,80 3.314 35,72
2026-02-04 13F Financial Alternatives, Inc 34.837 1,56 11.680 3,76
2026-04-02 13F Ares Financial Consulting, LLC 44.192 8,39 14.285 4,50
2026-04-10 13F Prosperity Planning, Inc. 3.215 5,93 1.031 1,38
2026-04-21 13F Welch Group, LLC 4.595 16,33 1.474 11,33
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 107.374 1,77 35.999 3,73
2026-02-10 13F Goldstein Advisors, LLC 6.141 0,08 2.059 2,24
2026-02-12 13F Empower Advisory Group, LLC 1.656.574 6,07 555.400 8,36
2026-04-23 13F Howard Bailey Securities, Llc 781 -79,48 251 -80,41
2026-02-03 13F Diversify Wealth Management, Llc 20.786 327,87 7.116 336,24
2026-02-11 13F All Terrain Financial Advisors, LLC 2.778 -0,50 931 1,64
2026-04-23 13F RIA Advisory Group LLC 123.804 5,76 39.718 1,20
2026-02-10 13F CIBC World Markets Inc. 26.052 0,44 8.734 2,61
2026-04-15 13F Seacrest Wealth Management, Llc 17.120 1,61 5.492 -4,14
2026-02-13 13F C M Bidwell & Associates Ltd 25.298 0,20 8.482 2,37
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-02-23 13F Clear Retirement Advice LLC 13.473 4.557
2026-02-12 13F Aberdeen Wealth Management LLC 154.691 51.863
2026-01-30 13F Reicon Wealth Advisors, Llc 570 191
2026-02-03 13F Anfield Capital Management, LLC 163 7,24 55 10,20
2026-02-06 13F Prevail Innovative Wealth Advisors, Llc 3.227 145,21 1.082 150,81
2026-04-24 13F KPP Advisory Services LLC 4.639 -20,25 1.488 -23,69
2026-02-05 13F Legacy Financial Group LLC 1.977 -0,10 669 2,93
2026-02-11 13F Daner Wealth Management, LLC 5.448 -4,03 1.862 0,22
2026-02-17 13F Blueprint Investment Partners LLC 14.753 3,04 4.946 5,28
2026-02-10 13F Main Management LLC 462 -1,49 0
2026-02-17 13F Russell Investments Group, Ltd. 16.634 51,15 5.577 54,42
2026-03-13 13F Fund Advisors of America Inc/FL 4.129 1.384
2026-04-10 13F Titiun Yejiel 2.900 972
2026-04-22 13F Aegis Wealth Management LLC 12.681 -2,50 4.068 -6,70
2026-01-30 13F Opus Capital Group, LLC 1.597 0,06 1
2026-02-13 13F Bragg Financial Advisors, Inc 11.236 -0,37 3.767 1,78
2026-04-09 13F Brown Wealth Management, Llc 4.274 4,96 1.371 0,37
2026-02-09 13F Harbour Investments, Inc. 107.020 1,56 35.881 3,76
2026-04-20 13F Segment Wealth Management, LLC 320.507 -0,64 102.822 -4,93
2026-04-15 13F PW Nova Financial Services LLC 2.689 863
2026-02-09 13F Delta Asset Management Llc/tn 2.528 -0,04 848 2,17
2026-04-23 13F Summit Wealth Group Llc / Co 15.885 17,55 5.096 12,49
2026-04-13 13F Affinity Capital Advisors, LLC 845 -2,54 271 -6,55
2026-04-27 13F Albion Financial Group /ut 4.664 0,00 1.496 -4,29
2026-02-05 13F Atria Investments Llc 107.823 -2,80 36.150 -0,70
2026-02-13 13F/A Archvest Wealth Advisors, Inc. 4.862 4,83 1.630 7,17
2026-01-29 13F ODonnell Financial Services, LLC 5.462 -0,16 1.831 2,01
2026-04-21 13F Verity Asset Management, Inc. 987 -79,38 317 -80,30
2026-02-24 13F Stone Wealth Partners 5.602 1.878
2026-04-24 13F Private Advisor Group, LLC 1.175.472 3,13 377.103 -1,32
2026-04-22 13F Arcadia Investment Management Corp/mi 16 0,00 5 0,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 67.359 349,42 22.584 357,89
2026-02-17 13F New England Asset Management Inc 68.140 -9,87 22.845 -7,92
2026-04-23 13F Next Level Private LLC 4.983 -10,60 1.599 -14,45
2026-01-21 13F Prime Capital Investment Advisors, LLC 1.113.796 -5,65 373.423 -3,61
2026-04-21 13F Urban Wealth Management, LLC 1.507 -64,28 484 -65,84
2026-02-03 13F Sageworth Trust Co 1.151.030 -1,39 385.906 0,74
2026-01-30 13F Spectrum Financial Alliance Ltd LLC 726 0,00 243 2,10
2026-02-04 13F One Day In July LLC 36.418 11,79 12.210 14,21
2026-02-17 13F Awm Capital, Llc 1.073 1,42 360 3,16
2026-01-14 13F Net Worth Advisory Group 16.676 614,48 5.591 630,85
2026-02-13 13F Fort Point Capital Partners LLC 16.395 -0,05 5.608 3,89
2026-01-20 13F SOA Wealth Advisors, LLC. 1.981 1,49 664 3,75
2026-02-05 13F Macroview Investment Management Llc 4.506 5,28 1.511 7,55
2026-02-09 13F GatePass Capital, LLC 7.659 25,56 2.568 28,29
2026-01-29 13F Mendel Money Management 681 0,29 228 2,70
2026-01-13 13F Dakota Wealth Management 69.850 29,87 23.419 32,68
2026-01-20 13F Relyea Zuckerberg Hanson LLC 33.235 1,34 11.143 3,53
2026-02-10 13F Hazlett, Burt & Watson, Inc. 116 38,10 0
2026-02-17 13F Parvin Asset Management, LLC 1.201 0,00 403 2,03
2025-11-03 13F Stonegate Investment Group, LLC 12.058 0,17 3.957 8,15
2026-02-13 13F Abbot Financial Management, Inc. 1.648 14,76 553 17,20
2026-04-14 13F Nova Wealth Management, Inc. 3 -81,25 1 -100,00
2026-01-30 13F Jackson Hole Capital Partners, LLC 23 0,00 8 0,00
2026-02-13 13F Atlas Capital Advisors Llc 18.410 -12,34 6.173 -3,31
2026-03-19 13F Painted Porch Advisors LLC 22.720 0,30 7.617 2,48
2026-04-21 13F Everpar Advisors Llc 4.678 -0,28 1.501 -4,58
2026-01-21 13F Ak Global Asset Management, Llc 1.070 359
2026-02-04 13F Legacy Financial Advisors, Inc. 18.004 10,88 6.036 13,29
2026-04-10 13F Charles Schwab Trust Co 2.675 -52,67 858 -54,72
2026-04-14 13F eCIO, Inc. 2.495 2,25 801 -2,08
2026-01-15 13F Jaffetilchin Investment Partners, LLC 235.463 0,80 78.944 2,98
2026-02-05 13F Berkeley Capital Partners, LLC 10.004 -0,56 3.354 1,61
2026-02-12 13F Wood Tarver Financial Group, LLC 161.984 -0,43 54 1,89
2026-01-22 13F Brookwood Investment Group LLC 143.955 4,25 48.264 6,50
2026-02-11 13F CoreFirst Bank & Trust 1.733 57,55 581 61,39
2026-02-03 13F LJI Wealth Management, LLC 86.323 3,08 28.941 5,31
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 1.162 0,00 373 -4,37
2026-04-27 13F Td Private Client Wealth Llc 20.045 1,33 6.431 -3,05
2026-02-12 13F Wealthspire Advisors, LLC 987.621 -50,85 331.120 -49,79
2026-04-08 13F Red Reef Advisors Llc 113 38
2026-02-10 13F Holderness Investments Co 1.493 0,00 501 2,25
2026-02-23 13F Wealth Preservation Advisors, LLC 96 0,00 32 3,23
2026-02-11 13F Waddell & Associates, Llc 1.648 3,00 553 5,14
2026-04-17 13F Capital Squared Financial LLC 1.094 -1,97 367 0,00
2026-02-10 13F Anchor Capital Advisors Llc 1.920 0,00 644 2,06
2026-02-11 13F Clifford Swan Investment Counsel Llc 13.801 -0,03 4.627 2,14
2026-02-12 13F Litman Gregory Asset Management LLC 249.749 -1,75 83.733 0,38
2026-02-06 13F Principle Wealth Partners Llc 87.327 3,84 29.278 6,08
2026-04-21 13F Tenon Financial LLC 26.751 22,82 8.582 17,53
2026-04-08 13F Cadent Capital Advisors, LLC 950 0,00 305 -4,40
2026-04-13 13F Bank of New Hampshire 2.865 -0,17 919 -4,47
2026-02-04 13F Liberty Wealth Management Llc 45.750 3,81 15.338 6,06
2026-04-17 13F Anchyra Partners Llc 1.000 45,35 321 39,13
2026-02-02 13F Broussard Financial Group LLC 951 319
2026-04-10 13F Impact Capital Partners LLC 5.812 4,25 1.865 -0,27
2025-11-17 13F IMS Capital Management 13.204 -2,11 4.333 5,71
2026-02-10 13F Sivia Capital Partners, LLC 5.186 -28,69 1.739 -27,16
2026-02-13 13F Headlands Technologies LLC 4.282 157,02 1.436 162,82
2026-04-22 13F Retirement Guys Formula Llc 1.666 3,74 534 -0,74
2026-02-04 13F GGM Financials LLC 1.903 189,65 638 196,28
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.253 -18,69 723 -22,28
2026-02-17 13F Prosperity Bancshares Inc 5.782 1.939
2026-01-23 13F Integrated Wealthcare, Llc 19.507 6.540
2026-02-04 13F D'Orazio & Associates, Inc. 408.161 1,47 136.844 3,66
2026-04-14 13F West Branch Capital LLC 432 -13,43 139 -17,37
2026-04-22 13F Romano Brothers And Company 26.067 4,49 8.363 -0,01
2026-01-27 13F BankPlus Trust Department 1.347 0,00 452 2,04
2026-01-28 13F Salomon & Ludwin, LLC 3.687 -0,03 1.249 2,71
2026-02-13 13F OpenArc Corporate Advisory, LLC 6.953 2.331
2026-01-21 13F Flagship Harbor Advisors, Llc 133.096 -0,45 44.623 1,70
2026-02-17 13F Silvercrest Asset Management Group Llc 13.206 0,88 4.428 3,05
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 761.488 -11,26 255.304 -9,34
2026-04-27 13F New England Capital Financial Advisors LLC 160 0,00 51 -3,77
2026-04-07 13F Hobart Private Capital, LLC 1.013 0,00 325 -4,42
2026-02-18 13F Caitlin John, LLC 9.808 -0,22 3.288 1,95
2026-01-20 13F Austin Private Wealth, LLC 6.655 -8,59 2.231 -6,61
2026-02-13 13F Quattro Advisors LLC 1.386 465
2026-04-21 13F Compass Advisory Group LLC 62.975 -0,34 20.203 -4,64
2026-04-15 13F Adamsbrown Wealth Consultants Llc 2.295 -9,18 736 -13,11
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-04-13 13F Hudson Capital Management LLC 2.891 0,17 928 -4,14
2026-02-12 13F Keystone Financial Services 2.243 -2,86 752 -0,66
2026-02-17 13F Riverview Capital Advisers, LLC 17.866 3,30 5.990 5,53
2026-01-30 13F Bogart Wealth, LLC 17.158 -1,95 5.753 0,17
2026-01-29 13F Northern Oak Wealth Management Inc 867 -42,77 291 -41,65
2026-04-14 13F Drive Wealth Management, Llc 11.869 1,24 3.807 -3,13
2026-04-23 13F Seek First Inc. 1.395 0,29 448 -4,08
2026-02-06 13F EverSource Wealth Advisors, LLC 95.759 1,03 32.105 3,21
2026-02-17 13F Per Stirling Capital Management, LLC. 2.345 -23,11 786 -21,40
2026-01-23 13F Guidance Capital, Inc 18.354 31,33 6.256 34,16
2026-01-23 13F Avion Wealth 52.512 -1,98 18 0,00
2026-02-13 13F Meridian Wealth Partners, LLC 5.657 -59,17 1.897 -58,29
2026-02-13 13F Alchemi Wealth, LLC 2.525 847
2026-04-09 13F Peterson Wealth Advisors, LLC 48.800 -2,34 15.656 -6,55
2026-04-24 13F Old Peak Finance LLC 14.077 17,29 4.516 12,25
2026-02-02 13F Astra Wealth Partners LLC 20.466 0,05 6.862 2,22
2026-02-17 13F Hancock Whitney Corp 20.629 -10,05 6.916 -8,11
2026-02-17 13F Gladstone Institutional Advisory LLC 29.959 -1,58 10.044 0,55
2026-02-10 13F Seven Springs Wealth Group, LLC 3.758 -2,26 1.260 -0,08
2026-04-22 13F Stone House Investment Management, LLC 116 0,00 37 -2,63
2026-02-11 13F Strategy Asset Managers Llc 957 32,00 321 35,02
2026-02-20 13F Ruggaard & Associates LLC 2.627 -6,45 881 -4,45
2026-01-15 13F Rebalance, Llc 746.351 -0,82 250.229 1,32
2026-02-02 13F Bull Oak Capital, LLC 46.721 1,76 15.664 3,97
2026-02-11 13F Milestone Investment Advisors LLC 14.756 2,52 4.947 4,74
2026-02-17 13F Core Wealth Partners LLC 1.047 -0,57 351 1,74
2026-04-17 13F Murphy & Mullick Capital Management Corp 5.003 27,95 1.605 22,52
2026-04-15 13F Atwood & Palmer Inc 1.524 -26,23 489 -29,48
2026-02-04 13F Twin Lakes Capital Management, LLC 13.160 0,56 4.412 2,75
2026-04-06 13F Hall Laurie J Trustee 26.620 0,00 8.540 -4,31
2026-01-28 13F West Michigan Advisors, Llc 4.094 -8,64 1.373 -6,92
2026-02-13 13F Change Path, LLC 58.381 9,52 19.574 11,89
2026-04-17 13F Cache Advisors, LLC 950 0,00 305 -4,40
2026-04-20 13F Ritholtz Wealth Management 1.574.393 9,81 505.081 5,08
2026-04-22 13F Shotwell Rutter Baer Inc 75.725 6,27 24.293 0,23
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 80.034 -6,24 25.676 -10,29
2026-01-23 13F Inlight Wealth Management, LLC 383 190,15 128 197,67
2026-02-13 13F Quarry LP 851 285
2026-04-08 13F Exchange Bank 11.145 4,68 3.575 0,17
2026-04-16 13F Solitude Financial Services 785 271
2026-04-06 13F CX Institutional 43.007 -30,55 14 -35,00
2026-03-17 13F Carter Financial, LLC 80.598 27.022
2026-04-24 13F Livet Wealth, LLC 1.607 0,00 515 -4,28
2026-04-24 13F KC Investment Advisors, LLC 9.754 3,40 3.129 -1,04
2026-02-09 13F TrustBank 2.848 955
2026-04-22 13F Coston, McIsaac & Partners 47.063 -1,93 15 -6,25
2026-04-27 13F CWS Financial Advisors, LLC 33.384 -0,47 10.710 -4,77
2026-02-12 13F Cliffwater LLC 344.018 -1,17 115.339 0,96
2026-04-22 13F BigSur Wealth Management LLC 4.653 0,00 1.493 -4,36
2026-01-21 13F Westfuller Advisors, LLC 6.319 1,46 2.119 3,37
2026-01-26 13F Dakota Community Bank & Trust NA 0 -100,00 0
2026-01-28 13F Diversified Enterprises, LLC 12.840 -15,58 4.305 -13,76
2026-04-17 13F Worth Asset Management, LLC 3.451 -0,23 1.107 -4,49
2026-02-06 13F CFO4Life Group, LLC 26.461 0,02 8.872 2,19
2026-04-07 13F Bath Savings Trust Co 7.997 8,77 2.566 4,10
2026-02-06 13F Fi3 FINANCIAL ADVISORS, LLC 24.658 -9,24 8.267 -7,54
2026-04-20 13F Minichmacgregor Wealth Management, Llc 1.763 -3,08 566 -7,22
2026-02-17 13F Cahill Financial Advisors Inc 8.034 9,98 2.694 12,35
2026-04-14 13F Searcy Financial Services Inc /adv 4.153 0,00 1.332 -4,31
2026-04-21 13F Retirement Planning Group, Llc / Ny 966 -17,37 310 -20,97
2026-01-30 13F Strategic Blueprint, LLC 48.373 -6,97 16.218 -4,96
2026-02-09 13F North Star Asset Management Inc 184.061 1,21 61.710 3,40
2026-04-08 13F Parkside Investments, LLC 4.500 0,00 1.444 -4,31
2026-02-06 13F Rps Advisory Solutions Llc 904 -2,27 303 0,00
2026-04-09 13F Aletheian Wealth Advisors LLC 3.975 -5,31 1.275 -7,41
2026-02-10 13F Oxford Wealth Group, LLC 12.520 4.198
2026-04-17 13F Hanson & Doremus Investment Management 16.211 5,86 5 0,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 3.982 -0,25 1.335 1,83
2026-04-22 13F Pasadena Private Wealth, LLC 7.474 0,88 2.398 -3,46
2026-04-22 13F JNBA Financial Advisors 11.103 -1,63 3.562 -5,87
2026-02-11 13F Convergence Financial, LLC 1.352 1,43 453 3,66
2026-02-13 13F Fairfield, Bush & Co. 2.708 3,79 908 5,96
2026-04-08 13F Seed Wealth Management, Inc. 7.165 0,00 2.299 -4,33
2026-01-15 13F Lodestone Wealth Management LLC 10.636 0,01 3.566 2,15
2026-04-13 13F Community Trust & Investment Co 2.340 202,33 751 189,58
2026-04-17 13F Outlook Wealth Advisors, LLC 5.163 -0,44 1.656 -4,72
2026-04-13 13F Physician Wealth Solutions Inc. 2.896 0,00 929 -4,23
2026-04-27 13F Beacon Advisors Holdings, Llc 21.447 0,03 6.880 -4,28
2026-02-11 13F Total Wealth Planning & Management, Inc. 1.080 48,56 362 64,55
2026-01-21 13F New Wave Wealth Advisors Llc 809 0,00 271 1,88
2026-04-21 13F GHP Investment Advisors, Inc. 3.923 17,81 1.258 12,72
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Loudon Investment Management, LLC 3.268 0,99 1.096 3,20
2026-02-03 13F Rezny Wealth Management, Inc. 630 0,00 211 2,43
2026-04-24 13F Boston Trust Walden Corp 23.413 0,69 7.511 -3,66
2026-01-28 13F Fishman Jay A Ltd/mi 2.500 0,00 838 2,20
2026-01-29 13F Mattern Capital Management, Llc 4.382 0,00 1.469 2,16
2026-04-22 13F Clarity Wealth Development LLC 75.471 5,83 24.212 1,26
2026-02-04 13F United Services Automobile Association 13.014 -9,14 4.363 -7,17
2026-04-02 13F Stash Investments, LLC 321.432 7,44 103.119 2,80
2026-01-29 13F Silver Oak Wealth Advisors Services, Llc 3.659 -4,29 1.227 -2,23
2026-01-29 13F Concurrent Investment Advisors, LLC 169.123 13,87 56.702 16,34
2026-02-03 13F Baker Boyer National Bank 647 217
2026-02-13 13F AlTi Global, Inc. 492.560 0,21 165.140 2,10
2026-04-22 13F Arcataur Capital Management LLC 2.187 0,00 702 -4,37
2026-01-28 13F Pacific Asset Management, LLC 3.679 18,37 1.233 21,00
2026-02-13 13F Partners Capital Investment Group, Llp 18.369 0,56 6.159 2,74
2026-01-15 13F Burns Matteson Capital Management, LLC 9.216 -0,40 3.090 1,75
2026-04-20 13F Strategent Financial, LLC 6.523 12,97 2.093 8,11
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6.361 -1,81 2.041 -6,08
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-02-13 13F Ridge Creek Global, Inc 57.410 19.248
2026-04-15 13F Occidental Asset Management, LLC 1.043 0,68 335 -3,75
2026-02-12 13F TopTier Wealth Management, LLC 9.818 3.292
2026-02-17 13F Aqr Capital Management Llc 1.226.403 36,47 411.176 39,43
2026-01-12 13F CVA Family Office, LLC 30.725 3,71 10.301 5,96
2026-02-06 13F Addison Advisors LLC 2.666 -5,86 894 -3,88
2026-01-20 13F Wealth Management Associates, Inc. 27.818 -1,61 9.326 0,52
2026-01-27 13F Retirement Income Solutions, Inc 7.032 0,00 2.358 2,17
2026-02-09 13F Williamson Legacy Group, LLC 722 -3,99 242 -1,63
2026-04-27 13F Meredith Wealth Planning 9.697 0,01 3.111 -4,31
2026-02-05 13F Stephens Inc /ar/ 673.618 -3,70 225.844 -1,61
2026-04-22 13F Monument Group Wealth Advisors, LLC 62.464 -1,35 20.039 -5,60
2026-02-09 13F Integrity Alliance, Llc. 31.611 78,46 10.598 82,32
2026-02-02 13F Nkcfo Llc 400 0,00 0
2026-01-30 13F American Capital Advisory, LLC 2.363 0,00 792 2,19
2026-04-22 13F Evensky & Katz LLC 215.643 -4,65 69 -8,00
2026-04-20 13F CWA Asset Management Group, LLC 102.488 3,88 32.879 -0,60
2026-02-02 13F Summit Place Financial Advisors, LLC 756 -0,66 253 1,61
2026-01-28 13F Clarity Financial LLC 2.926 -1,94 981 0,20
2026-04-24 13F Financial Life Planners 12 4
2026-04-22 13F J. L. Bainbridge & Co., Inc. 8.755 -3,26 2.809 -7,45
2026-02-05 13F Compass Financial Group, Inc. 30.563 2,14 10.247 4,34
2026-02-10 13F American Money Management, LLC 33.398 0,52 11.197 2,70
2026-02-03 13F Vantage Financial Partners, LLC 5.108 3,80 1.713 6,07
2025-11-05 13F Goodwin Investment Advisory 0 -100,00 0
2026-02-12 13F Founders Financial Alliance, LLC 5.235 -4,17 1.755 -2,06
2026-02-13 13F Broadleaf Partners, LLC 2.007 9,85 673 12,19
2026-04-13 13F First Hawaiian Bank 43.350 0,00 13.907 -4,31
2026-02-04 13F Rollins Financial Advisors, LLC 1.102 -1,52 369 0,54
2026-02-17 13F Old Mission Capital Llc Call 115.600 -17,72 2.884 -51,71
2026-04-09 13F Adirondack Capital Advisors, LLC 8.899 -1,84 2.855 -6,09
2026-04-27 13F JB Capital LLC 4.411 1,92 1.415 -2,48
2026-04-16 13F Klaas Financial Asset Advisors, LLC 1.986 3,98 637 -0,47
2026-02-13 13F Pitti Group Wealth Management, LLC 0 -100,00 0
2026-02-17 13F McCartney Wealth Management LLC 613 206
2026-01-23 13F Warburton Capital Management, LLC 702 0,00 0
2026-04-07 13F First Citizens Financial Corp 16.593 12,53 5.323 7,69
2026-04-16 13F Triad Wealth Partners, LLC 3.280 -28,88 1.052 -31,95
2026-02-02 13F Ellis Investment Partners, LLC 1.297 0,23 435 2,59
2026-02-17 13F Asset One Wealth Management LLC 1.103 378
2026-02-20 13F Kovitz Investment Group Partners, LLC 8.660 -99,02 2.903 -99,00
2026-02-11 13F Commonwealth Retirement Investments LLC 38 13
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-04-08 13F Moulton Wealth Management, Inc 15.128 -43,96 4.886 -46,18
2026-04-22 13F Vicus Capital 14.935 -1,91 4.791 -6,13
2026-04-22 13F Sterling Capital Management LLC 27.967 1,00 8.972 -3,35
2026-04-14 13F Yarbrough Capital, LLC 310.912 0,00 99.744 -4,31
2026-01-26 13F Key Capital Management, INC 541 181
2026-01-26 13F AE Wealth Management LLC 54.731 21,34 18.350 23,97
2026-01-29 13F Sanctuary Advisors, LLC 121.390 2,60 40.699 4,82
2026-04-20 13F Friedenthal Financial 192 14,97 62 10,91
2026-02-12 13F Trailhead Planners LLC 1.412 474
2026-04-21 13F Vigil Wealth Management, LLC 981 -0,71 315 -5,14
2026-02-10 13F Verus Capital Partners, Llc 7.257 20,59 2.433 23,19
2026-02-09 13F Nia Impact Advisors, Llc 43.575 0,00 14.609 2,16
2026-04-13 13F Bouchey Financial Group Ltd 29.959 -0,50 10.050 -0,45
2026-02-13 13F Acumen Wealth Advisors, LLC 204 68
2026-02-03 13F Merrithew & Thorsten Inc 170 0
2026-03-06 13F Redwood Family Wealth LLC 1.410 473
2026-02-03 13F Providence First Trust Co 15.526 0,44 5.205 2,62
2026-01-27 13F Elevate Wealth Advisory, Inc 2.572 124,43 862 128,65
2026-02-12 13F Polen Capital Management Llc 5.677 1.903
2026-02-03 13F Ballast Advisors Llc 348 12,26 117 14,85
2026-04-20 13F Triangle Securities Wealth Management 1.899 43,54 609 37,47
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 7.568 4,99 2.537 7,27
2026-02-18 13F Plotkin Financial Advisors, LLC 0 -100,00 0
2026-01-29 13F Camelot Portfolios, LLC 36 12
2026-04-27 13F Navigate Wealth Management, LLC 17.734 6.168
2026-04-15 13F Tribridge Partners Financial LLC 1.538 24,53 498 20,29
2026-01-16 13F Marino, Stram & Associates Llc 17.488 11,59 5.863 14,00
2026-02-13 13F Botty Investors LLC 65.721 0,00 22.034 1,88
2026-02-12 13F Wescott Financial Advisory Group, LLC 16.421 -2,89 5.506 -0,78
2026-04-07 13F/A Round Rock Advisors, LLC 607 204
2026-01-30 13F Sigma Planning Corp 43.308 10,27 14.544 12,83
2026-02-13 13F Potomac Fund Management Inc /adv 68.273 12,40 22.890 14,83
2026-04-24 13F Vision Financial Markets Llc 312 0,32 100 -4,81
2026-02-04 13F Hirtle Callaghan & Co LLC 236.180 3,68 79.184 5,92
2026-02-17 13F Keebeck Wealth Management, LLC 1.746 2,89 586 4,84
2026-02-12 13F Great Valley Advisor Group, Inc. 85.534 -8,76 28.677 -6,78
2026-04-14 13F Roffman Miller Associates Inc /pa/ 6.150 -11,22 1.973 -15,07
2026-02-17 13F Parkwood LLC 329.545 -18,94 110 -17,29
2026-04-15 13F Optivise Advisory Services LLC 1.454 0,00 467 -4,31
2026-04-16 13F VVR Holdings LLC 58.792 3,25 18.861 -1,20
2026-04-06 13F Sincerus Advisory, LLC 1.661 -0,66 533 -5,00
2026-02-09 13F Keating Financial Advisory Services, Inc. 8.628 2.893
2026-04-13 13F Mallini Complete Financial Planning LLC 133.910 3,20 42.960 -1,25
2025-11-14 13F Binnacle Investments Inc 130 0,00 43 7,69
2026-04-21 13F Trust Co Of Virginia /va 631 -3,22 202 -7,34
2026-04-22 13F apricus wealth, LLC 1.395 -9,12 447 -13,04
2026-02-06 13F Americana Partners, LLC 1.677 -56,27 562 -55,33
2026-04-17 13F James J. Burns & Company, LLC 12.917 -0,63 4.144 -4,93
2026-04-23 13F SJS Investment Consulting Inc. 2.417 0,71 775 -3,61
2026-01-26 13F Greenwood Capital Associates Llc 2.492 0,00 835 2,20
2026-04-15 13F Fmb Wealth Management 8.806 898,41 2.825 857,63
2026-04-27 13F Allied Investment Advisors, LLC 21.829 0,00 7.003 -4,32
2026-04-22 13F Applied Capital LLC 57.554 -0,26 18.464 -4,56
2026-02-05 13F Tucker Asset Management Llc 3.496 23,97 1.172 26,70
2026-02-20 13F Talisman Wealth Advisors LLC 12.987 58,75 4.363 62,56
2026-01-21 13F MBL Wealth, LLC 6.589 -5,72 2.209 -3,66
2025-11-14 13F Fort Vancouver Investment Management, LLC 0 -100,00 0
2026-02-10 13F Argent Trust Co 47.919 -1,13 16.066 1,01
2026-04-21 13F Morton Capital Management LLC/CA 6.061 8,02 1.944 3,35
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 11.626 -30,91 3.729 -33,89
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 41.067 3,17 13.175 -1,27
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-17 13F Fountainhead AM, LLC 919 -78,82 308 -78,36
2026-02-06 13F Keystone Financial Group 119.761 -3,09 40.152 -1,08
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-02-13 13F Ieq Capital, Llc 1.197.664 10,04 401.541 12,42
2026-04-20 13F Dopkins Wealth Management, Llc 2.362 -0,08 758 -4,42
2026-04-07 13F G&S Capital LLC 953 0,00 306 -4,39
2026-04-21 13F Magnolia Private Wealth, LLC 3.303 0,00 1.060 -4,34
2025-11-07 13F Avestar Capital, LLC Put 0 -100,00 0 -100,00
2026-04-21 13F Outfitter Financial LLC 10.459 1,36 3.355 -3,01
2026-04-27 13F Fulton Breakefield Broenniman Llc 9.380 3,73 3.009 -0,73
2026-01-27 13F Journey Advisory Group, LLC 5.077 -4,71 1.702 -2,63
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0
2026-04-22 13F Sutton Place Investors Llc 909 0,00 292 -4,28
2026-04-21 13F Wesbanco Bank Inc 48.301 -1,19 15.495 -5,45
2026-04-24 13F Whelan Financial 7.530 8,74 2.416 4,05
2026-04-07 13F CoreCap Advisors, LLC 462.359 4,07 148.330 -0,42
2026-04-23 13F Game Plan Financial Advisors, LLC 28 64,71 9 60,00
2026-04-13 13F Foster Group, Inc. 1.396.012 3,92 447.855 -0,56
2026-02-10 13F Ark & Tlk Investments, Llc 17.291 6,09 5.797 8,40
2026-02-02 13F Chapman Financial Group, Llc 1.509 0,00 506 2,02
2026-02-09 13F Clearwater Capital Advisors, LLC 2.386 -2,33 800 -0,25
2026-02-10 13F Three Bridge Wealth Advisors, LLC 1.177 -1,75 395 0,00
2026-04-16 13F EdgeRock Capital LLC 17.329 -4,79 5.559 -8,90
2026-02-05 13F Evergreen Advisors, LLC 2.699 -30,58 905 -23,45
2026-01-26 13F Milestones Private Investment Advisors LLC 2.556 0,16 857 2,27
2026-04-08 13F Wealth Enhancement Advisory Services, Llc Put 20.800 211.730
2026-04-10 13F Country Trust Bank 773 0,00 248 -4,63
2026-04-08 13F Ccg Wealth Management, Llc 7.649 36,30 2.454 30,46
2026-04-27 13F Qrg Capital Management, Inc. 14.161 17,94 4.543 12,87
2026-01-16 13F RHS Financial, LLC 25.271 4,27 8.473 6,53
2026-04-08 13F Hardin Capital Partners, LLC 13.863 8,35 4.448 3,68
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 678.991 -37,28 0 -100,00
2026-02-09 13F Fisher Asset Management, LLC 16.820 -65,56 5.639 -64,82
2025-11-14 13F Knightsbridge Asset Management, Llc 2.408 26,40 790 36,68
2026-02-11 13F Sunrise Financial Services, LLC 15.291 5.127
2026-04-15 13F Cranbrook Wealth Management, LLC 1.299 6,04 417 1,46
2026-04-24 13F Crux Wealth Advisors 5.867 -5,90 1.882 -9,95
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 816 0,25 274 2,25
2026-01-13 13F Two West Capital Advisors LLC 739 -13,47 248 -13,33
2026-02-03 13F NewEdge Wealth, LLC 224.567 83,99 75.290 85,16
2026-04-15 13F BDFS Capital LLC 5.347 -0,11 1.715 -4,40
2026-04-23 13F Vistica Wealth Advisors, LLC 1.140 -3,63 366 -7,83
2026-04-17 13F Berman McAleer LLC 43.391 -3,87 13.920 -8,02
2026-02-13 13F Generations Wealth, LLC 19.613 6.576
2026-02-17 13F DV Trading LLC 560 188
2025-11-05 13F American Asset Management Inc. 0 -100,00 0 -100,00
2026-02-13 13F Wealth Dimensions Group, Ltd. 4.771 -1,10 1.600 1,01
2026-04-13 13F Jackson Square Capital, Llc 1.710 5,49 549 0,92
2026-04-13 13F CMH Wealth Management LLC 2.870 921
2026-02-11 13F Aspetuck Financial Management LLC 1.731 0,00 580 2,11
2026-04-16 13F Fiduciary Advisors, Inc. 7.489 2,28 2.403 -2,16
2026-02-02 13F Ashton Thomas Securities, Llc 8.024 -1,49 2.690 0,67
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 55.318 140,54 17.747 130,17
2026-02-05 13F Roberts Glore & Co Inc /il/ 31.616 11,11 10.600 13,50
2026-04-02 13F Collective Family Office Llc 1.500 0,00 481 -4,18
2026-02-12 13F Collier Financial 1.157 0,26 388 2,65
2026-01-23 13F Aldebaran Financial Inc. 2.865 -1,21 968 1,68
2026-01-26 13F Luminvest Wealth Management LLC 280.640 7,98 94.090 10,31
2026-04-27 13F Greenleaf Trust 24.859 1,83 7.975 -2,55
2026-04-10 13F Magnus Financial Group LLC 5.390 -19,47 1.729 -22,92
2026-01-27 13F Regions Financial Corp 330.541 6,82 110.820 9,13
2026-04-17 13F Essex Savings Bank 6.793 -2,30 2.179 -6,52
2026-04-24 13F Essex LLC 5.606 14,95 1.799 9,97
2026-01-28 13F Cornerstone Advisory, LLC 3.999 -1,11 1.341 0,98
2026-02-13 13F J Hagan Capital, Inc. 5.492 -53,72 1.841 -52,72
2026-02-06 13F Forum Private Client Group LLC 686 5,21 230 7,51
2026-02-17 13F BTG Pactual Asset Management US LLC 5.399 2,27 1.824 13,72
2026-01-27 13F WealthCollab, LLC 62.989 6,87 21.118 9,18
2026-02-17 13F Fwl Investment Management, Llc 338 120,92 113 126,00
2026-04-21 13F Decker Retirement Planning Inc. 21.399 14,63 6.865 9,68
2026-02-10 13F COFG Advisors, LLC 6.836 2.292
2026-04-15 13F NorthAvenue LLC 878 -9,30 282 -13,27
2026-02-10 13F IFG Advisory, LLC 150.442 50.439
2026-02-10 13F Harfst & Associates, Inc. 28.922 -0,60 9.697 1,55
2026-04-10 13F Great Oak Capital Partners, Llc 1.262 21,00 421 20,29
2026-04-17 13F Stephenson National Bank & Trust 25.215 8,21 8.089 3,55
2026-02-05 13F Paulson Wealth Management Inc. 5.435 1,86 1.822 4,05
2026-02-17 13F NewSquare Capital LLC 352.810 -10,67 118.287 -8,74
2026-04-13 13F Total Investment Management Inc 165.873 53.214
2026-02-17 13F Cardiff Park Advisors, Llc 464.488 0,32 155.729 2,49
2026-04-08 13F Bill Few Associates, Inc. 4.358 -2,44 1.398 -6,61
2026-02-02 13F Robertson Stephens Wealth Management, LLC 168.543 -5,75 56.508 -3,96
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 793 81,88 254 73,97
2026-01-27 13F Sterling Financial Planning, Inc. 861 0,12 289 2,13
2026-01-29 13F Seven Post Investment Office LP 46.856 -8,64 15.709 -6,67
2026-02-03 13F Sequoia Financial Advisors, LLC 3.715.482 1,87 1.245.690 4,07
2026-02-05 13F 1st Source Bank 1.691 -0,88 567 1,25
2026-04-14 13F Beacon Investment Advisory Services, Inc. 536.189 1,22 172.015 -3,15
2026-04-02 13F Noble Wealth Management PBC 187 0,00 60 -4,84
2026-02-12 13F Great Lakes Retirement, Inc. 45.160 31,08 15.141 33,91
2026-04-24 13F Innova Wealth Partners 8.705 4,49 2.792 0,00
2026-02-03 13F Broadwater Capital Management Llc 72 0,00 24 4,35
2026-04-21 13F Paradigm Financial Partners, Llc 840 -82,98 269 -83,74
2026-04-16 13F Intergy Private Wealth, LLC 4.434 0,64 1.423 -3,72
2026-04-27 13F Leelyn Smith, LLC 786 2,75 252 -1,56
2026-02-11 13F Strategic Financial Partners, Ltd. 9.702 -3,69 3.253 -1,63
2026-02-12 13F Insigneo Advisory Services, Llc 20.962 0,68 7.028 2,87
2026-02-12 13F Empire Financial Management Company, LLC 7.667 -6,42 2.571 -4,39
2026-02-12 13F Resurgent Financial Advisors LLC 3.007 -0,63 1.008 1,61
2026-02-05 13F Rossmore Private Capital 7.124 4,40 2.388 6,65
2026-04-10 13F First Bank & Trust 212.363 -0,26 68.128 -4,56
2026-02-13 13F Beacon Capital Management, LLC 178.298 -3,34 59.778 -1,25
2026-04-27 13F GenTrust, LLC 103.314 -6,23 33.144 -10,28
2026-04-22 13F Wiser Advisor Group LLC 35 2,94 11 0,00
2026-04-07 13F Calder Financial LLC 36.286 -1,65 11.729 -5,17
2026-04-21 13F Chapin Davis, Inc. 5.463 6,28 1.753 1,68
2025-11-13 13F Promus Capital, LLC 219 -40,65 72 -36,61
2026-02-05 13F Kinsale Capital Group, Inc. 326.312 0,00 109.403 2,16
2026-04-13 13F Cascade Investment Advisors, Inc. 12.354 7,14 3.963 2,54
2026-01-23 13F Sage Mountain Advisors LLC 417.067 0,67 139.830 2,85
2026-02-11 13F Cypress Capital Group 5.056 -9,41 1.695 -7,43
2026-02-12 13F BRYN MAWR TRUST Co 237.884 -1,64 79.755 0,49
2026-01-21 13F Pacific Point Advisors, LLC 970 0,00 325 2,20
2026-04-23 13F Strategic Point Investment Advisors, LLC 20.383 -2,36 6.539 -6,56
2026-02-17 13F Hall Capital Management Co Inc 625 0,00 210 1,95
2026-02-04 13F H&H Retirement Design & Management INC 2.210 33,94 757 36,96
2026-04-21 13F Piedmont Capital Management, LLC/NC 4.278 -4,53 1.372 -8,66
2026-01-23 13F Diversify Advisory Services, LLC 35.656 3,97 12.189 5,85
2026-01-26 13F Nicholson Wealth Management Group, LLC 11.239 2,23 3.768 4,46
2026-04-20 13F Fiduciary Alliance LLC 17.858 1,00 6.165 4,00
2026-02-04 13F Rock Point Advisors, LLC 0 -100,00 0
2026-04-21 13F Pflug Koory, LLC 5 0,00 2 0,00
2026-04-21 13F S Harris Financial Group, LLC 0 -100,00 0
2026-02-03 13F SBI Securities Co., Ltd. 593.548 -1,07 198.999 1,07
2026-02-10 13F DT Investment Partners, LLC 19.338 6,56 6.483 8,87
2026-04-15 13F Iowa State Bank 4.145 2,45 1.330 -1,99
2026-02-14 13F Howe & Rusling Inc 185.785 2,68 62.288 4,90
2026-02-10 13F Acorn Wealth Advisors, LLC 15.686 4,66 5.259 6,93
2026-02-09 13F Strategic Financial Services, Inc, 8.598 2,77 2.932 6,78
2026-02-10 13F Crescent Grove Advisors, LLC 87.617 0,54 29.375 2,43
2026-04-08 13F Warner Financial, Inc 3.335 4,55 1.070 106.900,00
2026-02-09 13F Smithfield Trust Co 107.913 0,03 36 2,86
2026-02-13 13F Golden State Wealth Management, LLC 4.336 -0,71 1.454 1,47
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-09 13F Kwmg, Llc 11.522 0,24 3.696 -4,07
2026-02-17 13F SwitchPoint Financial Planning, LLC 8.683 -16,15 2.911 -14,33
2026-04-23 13F Interchange Capital Partners, LLC 6.749 -0,90 1.859 -18,57
2026-04-07 13F Sage Capital Advisors,llc 4.180 3,62 1.341 -0,81
2026-04-27 13F ATLas Financial Planning LLC 9.013 -2,60 2.891 -6,80
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 243.688 104,39 81.705 108,82
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 10.574 -0,92 3.392 -5,20
2026-01-29 13F ArborFi Advisors, LLC 2.949 -36,00 989 -34,66
2026-02-17 13F Main Street Financial Solutions, LLC 187.545 0,01 62.878 2,17
2026-01-29 13F Lee Danner & Bass Inc 2.878 0,03 965 2,12
2026-01-20 13F Independence Bank of Kentucky 62.744 0,00 21.036 2,17
2026-02-04 13F Ameritas Advisory Services, LLC 59.719 -6,95 20.022 -4,94
2026-02-17 13F Seldon Capital Lp 43.798 -19,04 14.684 -17,29
2026-04-24 13F Canton Hathaway, LLC 340 0,00 109 -3,54
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 1.069 0,00 343 -4,19
2026-04-09 13F Wealth Alliance Advisory Group, LLC 40.895 6,41 13.120 1,82
2026-04-23 13F PayPay Securities Corp 38 -19,15 13 -13,33
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 49.044 16.095
2026-04-21 13F Financial Consulate, Inc 2.126 2,90 682 -1,45
2026-02-10 13F Prospect Financial Group LLC 17.345 0,08 5.815 2,25
2026-01-27 13F ZEGA Investments, LLC 2.639 -6,25 885 -4,23
2026-04-15 13F Financial Management Professionals, Inc. 116 0,00 37 -2,63
2025-11-14 13F ExodusPoint Capital Management, LP 0 -100,00 0
2026-01-23 13F Ashford Advisors, LLC 157.348 0,20 52.754 2,08
2026-02-13 13F Resources Investment Advisors, LLC. 192.215 -4,15 64.444 -2,07
2026-04-15 13F Elser Financial Planning, Inc 1.489 1,99 478 -2,45
2026-02-03 13F Centerpoint Advisory Group 884 0,00 296 2,07
2025-10-31 13F JFG Wealth Management, LLC 15.668 -0,96 5.142 6,93
2026-04-10 13F Armstrong Advisory Group, Inc 5.700 -3,16 1.829 -7,35
2026-04-13 13F Elm3 Financial Group, LLC 2.696 -7,03 865 -11,01
2026-01-29 13F Middleton & Co Inc/ma 697 0,00 234 2,19
2026-01-27 13F Sage Financial Group Inc 9.219 -27,68 3.091 -26,13
2025-11-14 13F Paloma Partners Management Co 0 -100,00 0
2026-01-29 13F Matisse Capital 770 0,00 258 2,38
2026-04-08 13F Afg Fiduciary Services Limited Partnership 2.601 0,00 846 -3,32
2026-01-13 13F Stephens Consulting, LLC 306 0,33 102 2,00
2026-02-17 13F Schrum Private Wealth Management LLC 948 0,11 318 2,26
2026-02-09 13F Green Square Capital Advisors Llc 640 215
2026-02-12 13F CIBC Private Wealth Group, LLC 404.365 6,68 135.571 8,99
2026-02-05 13F John G Ullman & Associates Inc 1.354 0,00 454 2,03
2026-04-23 13F Columbia Advisory Partners Llc 4.248 -0,23 1.363 -4,56
2026-04-13 13F Hm Payson & Co 23.880 0,07 7.661 -4,24
2026-04-08 13F Eclectic Associates Inc /adv 15.948 92,49 5.116 84,23
2026-04-21 13F Wolfstich Capital, LLC 0 -100,00 0
2026-01-23 13F Galvin, Gaustad & Stein, LLC 5.089 -18,59 1.706 -16,82
2026-04-20 13F Longview Financial Advisors, Inc. 484 155
2026-01-22 13F O'Brien Wealth Partners LLC 130.797 -0,89 43.852 1,26
2026-04-15 13F Single Point Partners, LLC 14.747 6,60 4.731 1,98
2026-04-24 13F 4Thought Financial Group Inc. 641 3,39 206 -0,97
2026-04-08 13F Community Financial Services Group, LLC 568 184
2026-01-26 13F Frankly Finances, LLC 9.293 3.116
2026-02-13 13F 1 North Wealth Services Llc 4.809 0,00 1.612 2,15
2026-02-03 13F McIlrath & Eck, LLC 24.797 -0,16 8.314 2,00
2026-02-03 13F Winch Advisory Services, LLC 7.445 -28,24 2.496 -26,67
2026-02-13 13F Storgate, LLC 2.601 872
2026-02-13 13F Motiv8 Investments LLC 89 0
2025-11-05 13F SPC Financial, Inc. 6.036 -16,49 1.981 -9,84
2026-04-22 13F StoryOne LLC 0 654 -4,67
2026-04-27 13F Level Wealth Management LLC 170.460 8,90 54.685 4,20
2026-04-27 13F Turn8 Private Wealth Inc. 11.708 3.756
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 40.390 -1,47 12.958 -5,71
2026-02-12 13F Cornerstone Capital, Inc. 7.588 18,54 2.544 21,14
2026-04-24 13F Swmg, Llc 35.219 18,11 11.299 11,12
2026-02-05 13F Peak Asset Management, LLC 3.517 -1,29 1.179 0,77
2026-04-16 13F Stanley-Laman Group, Ltd. 867 0,00 278 -4,14
2026-02-09 13F Mathes Company, Inc. 28.640 9,56 10 12,50
2026-04-15 13F Curbstone Financial Management Corp 2.820 0,00 905 -4,34
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 320 0,00 0
2026-04-27 13F Hendershot Investments Inc. 12.198 0,01 3.913 -4,30
2026-04-09 13F TruWealth Advisors, LLC 266.959 -19,50 85.639 -22,98
2026-04-15 13F Mogy Joel R Investment Counsel Inc 5.909 29,05 1.896 23,45
2025-11-10 13F Lion Street Advisors, LLC 22.634 92,73 5.362 50,24
2026-01-26 13F Dynamic Financial Group 608 204
2026-01-14 13F/A TABR Capital Management, LLC 929 311
2026-04-07 13F Blueline Advisors Llc 180 -0,55 58 -5,00
2026-02-09 13F Lincoln National Corp 820.567 -0,17 275.111 1,99
2026-02-11 13F Strategic Advocates LLC 26 0,00 9 0,00
2026-01-29 13F Index Fund Advisors, Inc. 47.542 0,22 15.940 2,39
2026-04-24 13F Squire Investment Management Company, LLC 39.496 14,94 12.671 9,98
2026-01-12 13F Lanham O'Dell & Company, Inc. 126.778 57,30 42.505 60,70
2026-04-27 13F Liberty Atlantic Advisors LLC 693 -67,25 223 -68,69
2026-02-06 13F Condor Capital Management 1.973 0,00 662 2,16
2026-01-28 13F Villere St Denis J & Co Llc 1.141 0,00 383 2,14
2026-02-06 13F Csenge Advisory Group 14.750 -7,82 4.945 -5,83
2026-04-08 13F Dover Advisors, Llc 718 -7,12 230 -11,20
2026-02-13 13F TRUE Private Wealth Advisors 681 228
2026-04-13 13F True Wealth Design, LLC 7.399 -49,55 2.374 -51,73
2026-04-23 13F Rexford Capital Inc 3.760 7,98 1.206 3,34
2026-04-15 13F Milestone Asset Management, Llc 1.013 32,59 325 26,95
2026-02-06 13F Mjp Associates Inc /adv 50.479 -1,65 16.924 0,48
2026-01-28 13F Mountain Capital Investment Advisors, Inc 1.435 4,52 489 7,96
2026-02-09 13F White Lighthouse Investment Management Inc. 13.320 -0,40 4.466 1,73
2026-02-13 13F Integrity Financial Corp /WA 1.244 -57,25 417 -56,43
2026-02-17 13F Perennial Investment Advisors, LLC 38.683 -3,96 12.969 -1,88
2026-01-28 13F Confluence Wealth Services, Inc. 34.986 -1,56 11.730 0,57
2026-02-03 13F Retirement Planning Group 30.688 -0,54 10.289 1,60
2025-11-05 13F Moloney Securities Asset Management, LLC 21.697 -50,38 7.120 -46,42
2026-04-14 13F Spectrum Investment Advisors, Inc. 1.141 366
2026-01-21 13F West Paces Advisors Inc. 19.781 1,15 6.632 3,33
2026-01-23 13F R. W. Roge & Company, Inc. 17.598 -0,18 6 0,00
2026-01-13 13F Kathmere Capital Management, LLC 28.221 8,09 9.462 10,42
2026-01-26 13F DBK Financial Counsel, LLC 13.974 -1,13 4.685 1,01
2026-01-29 13F Advisors Capital Management, LLC 17.229 20,80 5.777 23,42
2025-11-05 13F Anderson Financial Strategies, LLC 0 -100,00 0
2026-04-22 13F Seneca Financial Advisors LLC 4.722 0,00 1.515 -4,36
2026-02-11 13F Zions Bancorporation, National Association /ut/ 320.146 -1,26 107.335 0,88
2026-02-10 13F Portland Global Advisors LLC 58.869 6,66 19.737 8,97
2026-04-21 13F Ackerman Asset Management, LLC 709 0,00 227 -4,22
2026-02-05 13F Compton Financial Group, LLC 1.167 0,00 391 2,36
2026-01-29 13F Howard Wealth Management, Llc 6.940 -4,66 2.327 -2,55
2026-02-10 13F Garde Capital, Inc. 255.877 1,62 85.788 3,82
2026-02-13 13F Advyzon Investment Management, LLC 106.195 10,63 35.604 13,02
2026-04-22 13F Ariston Services Group 0 -100,00 680 1,34
2026-04-24 13F Bayban 15.466 -0,10 4.962 -4,41
2026-04-27 13F Wbh Advisory Inc 214.106 -0,27 69.207 -3,84
2026-02-05 13F Mission Wealth Management, Lp 328.132 -5,55 110.013 -3,51
2026-04-13 13F Cypress Point Wealth Management, LLC 35.789 0,33 11.482 -4,00
2026-04-21 13F Financial Council Asset Management Inc 5.152 -4,36 1.653 -8,53
2026-01-28 13F Cabot-Wellington, LLC 667.254 -0,96 223.710 1,19
2026-02-11 13F Stirlingshire Investments, Inc. 8.659 2.903
2026-02-17 13F Wealth Analytics Partners, LLC 5.341 1.791
2026-02-10 13F Thompson Siegel & Walmsley Llc 5.329 16,38 2 0,00
2026-02-13 13F Financial Freedom, LLC 4.423 -1,27 1.483 0,82
2026-02-12 13F Schiavi & Co LLC 1.336 3,17 448 5,42
2026-01-27 13F Chaney Capital Management, Inc. 1.090 0,00 365 2,24
2026-02-12 13F Elevation Wealth Management LLC 2.968 995
2026-04-14 13F Palisade Asset Management, LLC 11.094 0,03 3.559 -4,28
2026-04-23 13F Davidson Kahn Capital Management, LLC 3.454 -13,41 1.108 -17,13
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2026-02-02 13F Opes Wealth Management LLC 1.149 6,00 385 8,45
2026-04-14 13F Precedent Wealth Partners, Llc 81.162 -0,00 26.038 -4,31
2026-04-17 13F HHM Wealth Advisors, LLC 4.994 -0,66 1.602 -4,93
2026-04-21 13F Northland Capital Management LLC 39.591 8,80 12.701 4,11
2026-02-02 13F Ascent Wealth Partners, LLC 5.343 -4,38 1.791 -2,29
2026-02-04 13F Prosperitas Financial LLC 745 0,00 250 2,05
2026-01-21 13F Towercrest Capital Management 1.738 -33,92 583 -32,56
2026-02-17 13F Wealth Management Strategies, Inc. 7.992 1,05 2.679 3,24
2026-04-22 13F RMR Wealth Builders 791 5,33 254 0,80
2026-04-22 13F Matrix Asset Advisors Inc/ny 3.134 0,00 1.005 -4,29
2026-02-17 13F NorthRock Partners, LLC 83.144 32,92 27.876 35,80
2026-04-08 13F RVW Wealth, LLC 17.356 -29,03 5.568 -32,09
2026-01-22 13F Westbourne Investments, Inc. 3.557 0,00 1.193 -0,08
2026-01-30 13F Citizens Financial Group Inc/ri 44.670 -17,29 14.977 -15,73
2026-02-17 13F Michael & Susan Dell Foundation 134.575 45.119
2026-02-20 13F Bauman Advisory Group, LLC 1.173 393
2026-02-05 13F Dana Investment Advisors, Inc. 1.290 2,95 432 5,11
2026-04-21 13F SpringVest Wealth Management LLC 932 14,50 299 9,93
2026-04-16 13F Bricktown Capital, LLC 68.900 1.502,33 22.104 1.433,87
2026-02-17 13F Greenline Partners, LLC 170.770 -0,25 57.254 1,90
2026-01-20 13F Fundamentun, Llc 43.406 3,81 14.553 6,06
2026-01-30 13F SK Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Melone Private Wealth, LLC 1.625 -3,56 521 -7,62
2026-04-23 13F Arbor Wealth Advisors LLC 20.458 3,17 6.563 -1,28
2026-02-17 13F Mairs & Power Inc 1.294 58,38 434 2,12
2026-03-05 13F Bush Investment Group, Llc 101.350 -1,04 33.980 1,10
2026-01-27 13F Horst & Graben Wealth Management LLC 1.310 439
2026-04-09 13F Thrive Wealth Management, LLC 19.724 5,82 6.328 1,25
2026-04-27 13F Victory Financial Group, Llc 10.692 0,25 3.430 -4,06
2026-04-20 13F Hoxton Planning & Management, LLC 3.088 0,82 991 -3,60
2026-04-21 13F HCR Wealth Advisors 7.209 0,66 2.313 -3,71
2026-02-05 13F Idaho Trust Bank 0 -100,00 0
2026-04-16 13F Addis & Hill, Inc 62.338 -1,68 19.999 -5,92
2026-02-12 13F Riverwater Partners LLC 1.092 0,00 366 2,23
2026-04-22 13F Mason & Associates, LLC 1.900 0,05 610 -4,25
2026-04-27 13F Oxbow Advisors, LLC 7.376 -3,33 2.366 -7,51
2026-04-22 13F Tred Avon Family Wealth, Llc 13.242 3,47 4.248 -0,98
2026-02-18 13F Mackenzie Financial Corp 24.106 2,79 8.128 5,63
2026-04-15 13F Tenzing Financial LLC 0 -100,00 0
2026-02-12 13F Ruane, Cunniff & Goldfarb L.P. 2.678 1,17 898 3,34
2026-04-08 13F Accel Wealth Management 28.662 4,06 9.195 -0,42
2026-02-17 13F Hansen & Associates Financial Group, Inc. 4.468 17,39 1.527 19,58
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 93.337 -0,96 30.631 6,94
2026-02-03 13F Golden Bell Financial Planning LLC 727 -22,16 244 -20,59
2026-04-21 13F Pacific Sage Partners, LLC 1.495 10,33 480 5,51
2025-10-28 13F Copperleaf Capital, LLC 7.819 -0,58 2.566 7,36
2026-04-20 13F Clune & Associates, Ltd. 1.586 0,00 509 -4,33
2026-02-09 13F Sandy Cove Advisors, LLC 43.194 -0,57 14.481 1,58
2026-01-26 13F Liberty Capital Management, Inc. 121.479 -1,58 40.728 0,55
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3.499 -1,82 1.122 -6,11
2026-02-05 13F Clarendon Private LLC 9.877 0,18 3.311 2,35
2026-02-17 13F Strive Financial Group ,LLC 716 240
2026-04-22 13F BWM Planning, LLC 121.477 9,58 38.971 4,85
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 2.705 -0,33 868 -4,62
2026-02-13 13F Integrated Wealth Concepts LLC 127.002 -34,81 42.580 -33,41
2026-02-10 13F Cherry Tree Wealth Management, LLC 13.134 -4,01 4.404 -1,94
2026-02-17 13F Agf Management Ltd 623.443 -2,63 209.084 -0,49
2026-02-10 13F Foundations Investment Advisors, LLC 104.884 10,05 35.164 12,43
2026-02-10 13F Tidemark, LLC 3.316 -0,33 1.112 1,83
2026-01-22 13F Demars Financial Group, LLC 966 324
2026-02-10 13F KERR FINANCIAL PLANNING Corp 306 100,00 102 102,00
2026-01-16 13F Selective Wealth Management, Inc. 20.756 11,32 7.100 15,52
2026-02-17 13F Amussen Hunsaker Associates Llc 14.748 -0,14 4.944 2,02
2025-11-14 13F Financial Advisors Network, Inc. 3.973 0,00 1.304 7,95
2026-02-06 13F Van Hulzen Asset Management, LLC 2.749 1,10 922 3,25
2026-02-18 13F Veratis Advisors, Inc. 5.976 2.011
2026-04-27 13F Capital Advisors Inc/ok 10.275 0,14 3.296 -4,19
2026-02-09 13F Westover Capital Advisors, LLC 1.567 -16,07 525 -14,22
2026-02-03 13F Grange Capital, LLC 1.467 -23,03 492 -21,44
2026-04-16 13F Kure Advisory, LLC 0 -100,00 0
2026-04-22 13F AtlasMark Financial, Inc 5.000 0,00 1.676 0,00
2026-02-10 13F Eq Llc 4.425 0,16 1.484 2,35
2026-04-09 13F Diversified Management Inc 14.250 -5,71 4.572 -9,77
2026-02-17 13F Herold Advisors, Inc. 1.531 513
2026-04-17 13F Wealth Management Partners, LLC 2.118 36,21 679 30,33
2026-01-27 13F Seeds Investor Llc 139.239 0,34 46.683 2,51
2026-01-29 13F RMG Wealth Management LLC 1.595 122,77 490 108,09
2026-01-27 13F Penobscot Investment Management Company, Inc. 5.576 -4,27 1.869 -2,20
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-01-23 13F Westside Investment Management, Inc. 57.896 -0,99 19.411 1,15
2026-02-11 13F Flagship Wealth Advisors, Llc 232 0,00 78 1,32
2026-01-20 13F Philip James Wealth Mangement, LLC 46.234 0,94 15.501 3,13
2026-01-15 13F Sollinda Capital Management LLC 1.314 -1,72 441 0,46
2026-02-13 13F Venture Visionary Partners LLC 83.828 -1,38 28.718 2,95
2026-01-27 13F First Horizon Corp 51.295 0,09 17.198 2,26
2026-02-17 13F Chai Trust Co Llc 540.160 0,29 181.099 2,46
2026-03-04 13F SHP Wealth Management 18.119 6.075
2026-04-16 13F Capital Investment Advisors, LLC 25.242 32,54 8.098 26,83
2026-04-21 13F Highland Financial Advisors, LLC 25.554 -0,14 8.198 -4,44
2026-04-13 13F Bnc Wealth Management, Llc 13.241 -3,72 4.248 -7,87
2026-02-20 13F Wick Capital Partners, LLC 3.820 -97,00 44.523 6,59
2026-02-13 13F Ashford Capital Management Inc 93.827 1,40 31.457 3,59
2026-01-09 13F Tactive Advisors, LLC 0 -100,00 0
2026-01-22 13F NRI Wealth Management LC 16.530 -1,74 5.542 0,40
2026-04-14 13F Vestia Personal Wealth Advisors 2.111 6,29 677 0,59
2026-01-27 13F Human Investing LLC 21.734 3,18 7.287 5,41
2026-04-23 13F NewCorp Financial Services, Inc. 3.235 0,12 1.038 -4,25
2026-04-16 13F Quotient Wealth Partners, LLC 9.234 4,26 2.962 -0,24
2026-01-28 13F SilverOak Wealth Management LLC 20.047 -0,14 6.721 2,02
2026-01-23 13F Fortress Financial Group, Llc 1.569 0,13 526 2,33
2026-02-09 13F Family Office Research LLC 2.135 0,52 723 3,59
2026-04-27 13F GDS Wealth Management 4.665 -8,19 1.497 -12,16
2026-02-06 13F Burling Wealth Partners, Llc 35.505 38,82 11.904 41,82
2026-02-18 13F Crusonia Wealth Advisors LLC 9.168 3.074
2026-04-27 13F HTG Investment Advisors, Inc. 9.912 -1,03 3.180 -5,30
2026-02-17 13F/A Kovack Advisors, Inc. 36.600 48,04 12.271 51,25
2026-02-13 13F TritonPoint Partners, LLC 7.254 2.432
2026-02-02 13F Sunesis Advisors, LLC 265.643 -1,86 89.062 0,27
2026-04-23 13F Global Trust Asset Management, LLC 1.966 0,00 631 -4,40
2026-02-17 13F Second Line Capital, LLC 1.153 2,13 387 4,04
2026-04-14 13F Southland Equity Partners LLC 2.388 0,13 766 -4,13
2026-04-21 13F RCS Financial Planning, LLC 2.959 -0,84 949 -5,10
2026-02-13 13F Victory Capital Management Inc 331.482 -3,30 111.136 -1,20
2026-01-27 13F Probity Advisors, Inc. 2.871 -8,86 962 -6,87
2026-02-18 13F/A Virtue Capital Management, LLC 2.552 -90,90 858 -30,36
2026-04-15 13F Sage Capital Management, LLC 1.248 0,16 401 -4,31
2026-04-22 13F Financial Futures Ltd Liability Co. 833 -0,72 267 -4,98
2026-04-17 13F Legacy Wealth Partners, LLC 1.725 -12,70 554 -16,47
2026-04-21 13F Bennett Selby Investments Lp 3.122 -0,13 1.001 -4,39
2026-02-09 13F Heritage Wealth Management, Inc./Texas 890 -4,91 298 -2,61
2026-02-12 13F Hudock, Inc. 4.095 -1,21 1.373 0,88
2026-02-18 13F Andrews Advisory Associates, LLC 14.840 4.975
2026-02-05 13F Noesis Capital Mangement Corp 3.328 39,01 1.116 42,04
2026-04-23 13F Intrua Financial, LLC 20.620 5,86 6.615 1,30
2025-11-05 13F Burt Wealth Advisors 1.331 -0,75 437 7,13
2026-02-11 13F Nicollet Investment Management, Inc. 881 0,00 0
2026-04-16 13F Financial Management Network Inc 4.328 2,93 1.452 2,62
2026-02-09 13F Roundview Capital LLC 107.735 1,17 36.120 3,36
2026-02-23 13F Kera Capital Partners, Inc. 4.405 90,12 1.500 97,37
2026-04-24 13F APCM Wealth Management for Individuals 1.821 -0,82 584 -5,04
2026-04-21 13F Capital Investment Counsel, Inc 1.718 0,00 551 -4,17
2026-01-08 13F M. Kulyk & Associates, LLC 1.188 3,04 398 5,29
2026-04-23 13F Vista Investment Partners Ii, Llc 1.784 0,73 572 -3,54
2026-01-29 13F Quent Capital, LLC 2.707 59,99 908 63,42
2026-04-22 13F Caldwell Trust Co 44.356 4,48 14.230 -0,03
2026-02-06 13F Empirical Asset Management, LLC 8.218 637
2026-02-13 13F Jacobi Capital Management LLC 100.779 2,41 33.788 4,63
2026-02-11 13F O'shaughnessy Asset Management, Llc 89.147 12,77 29.888 15,21
2026-01-30 13F Sage Rhino Capital Llc 30.995 2,74 10.392 4,97
2026-02-03 13F Capstone Triton Financial Group, LLC 729 -0,41 244 1,67
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 16.804 -1,99 5.391 -6,23
2026-02-09 13F Arvest Bank Trust Division 4.225 -3,41 1.417 -1,32
2026-02-17 13F Sun Group Wealth Partners 6.952 2.331
2026-01-22 13F Treasure Coast Financial Planning 12.352 0,38 4.141 2,55
2026-04-15 13F Guardian Financial Partners, LLC 2.889 0,10 927 -4,24
2026-02-12 13F Rossby Financial, LCC 2.357 -19,34 790 -17,88
2026-04-17 13F Mezzasalma Advisors, LLC 1.643 0,00 527 -4,53
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 94.423 3,01 30.292 -1,43
2026-01-28 13F SP Asset Management LLC 6.588 0,43 2.209 2,60
2026-01-28 13F Core Wealth Management, Inc. 683 2,40 229 4,59
2026-02-04 13F KLCM Advisors, Inc. 40.855 13.698
2026-04-20 13F Eagle Strategies LLC 3.676 -3,42 1.179 -7,60
2026-02-12 13F Proficio Capital Partners LLC 81.262 37,22 27.245 40,19
2026-04-13 13F Parkwoods Wealth Partners, LLC 3.112 1,50 998 -2,92
2026-01-22 13F Harwood Advisory Group, LLC 1.535 1,12 515 3,21
2026-02-17 13F Widmann Financial Services, Inc. 815 0,00 273 2,25
2026-02-17 13F Wealth Watch Advisors, INC 95 0,00 32 0,00
2026-01-21 13F Modera Wealth Management, LLC 170.887 -1,24 57.293 0,90
2026-04-27 13F Colonial River Wealth Management, LLC 2.785 -12,61 893 -16,39
2026-04-17 13F Certified Advisory Corp 12.141 -1,23 3.895 -5,48
2026-04-20 13F Tower View Investment Management & Research LLC 553 3,75 178 -0,56
2026-04-21 13F Armbruster Capital Management, Inc. 3.067 0,00 984 -4,38
2026-02-11 13F Cooper/haims Advisors, Llc 1.227 411
2026-04-08 13F Towerpoint Wealth, LLC 2.767 -1,71 888 -5,94
2026-04-23 13F iA Global Asset Management Inc. 34.825 24,62 11 22,22
2026-02-12 13F Financial Engines Advisors L.L.C. 382.593 -0,86 128.272 1,28
2026-01-15 13F Delta Capital Management Llc 1.500 0,00 1
2026-04-13 13F Wolff Wiese Magana Llc 538 -2,71 172 -7,03
2026-04-23 13F Accurate Wealth Management, LLC 8.566 2,83 2.870 0,74
2026-04-06 13F WASHINGTON TRUST Co 56.212 -1,16 18.033 -5,42
2026-02-13 13F Wells Fargo & Company/mn 5.644.791 0,04 1.892.529 2,21
2026-02-11 13F Capital Group Private Client Services, Inc. 58.931 0,37 19.758 2,54
2026-04-16 13F Telos Capital Management, Inc. 121.288 -2,47 38.910 -6,68
2026-04-27 13F Latitude Advisors, LLC 6.982 0,66 2.240 -3,70
2026-04-16 13F Future Financial Wealth Managment LLC 888 0,00 307 3,03
2026-02-05 13F IMG Wealth Management, Inc. 1 0
2026-04-22 13F Churchill Financial Advisors, LLC 4.315 -0,87 1.384 -5,14
2026-01-14 13F Brewster Financial Planning LLC 1.481 0,00 497 2,06
2026-04-20 13F Penobscot Wealth Management 1.855 -9,25 595 -13,28
2026-01-09 13F 180 Wealth Advisors, Llc 9.024 -5,75 3.025 -3,72
2026-04-13 13F Cyndeo Wealth Partners, LLC 33.190 -0,33 10.648 -4,63
2026-04-24 13F Keybank National Association/oh 95.617 4,98 30.675 0,46
2026-01-27 13F Compass Financial Group, INC/SD 107.376 -4,02 36.000 -1,94
2026-04-27 13F FF Advisors,LLC 10.566 -0,87 3.696 3,41
2026-02-17 13F Jones Financial Companies Lllp 643.191 15,75 215.687 18,60
2025-10-28 13F Pinnacle Financial Partners Inc 102.805 2,08 33.738 10,23
2026-02-19 13F Birchwood Financial Partners, Inc. 898 301
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2026-02-12 13F JPL Wealth Management, LLC 29.457 -17,32 9.876 -15,54
2026-01-21 13F Bluestem Financial Advisors, Llc 15.665 3,07 5.252 5,31
2026-04-08 13F High Point Wealth Management, LLC 1.073 0,28 344 -3,91
2026-01-29 13F Carmel Capital Partners, LLC 3.884 45,52 1.302 48,80
2026-04-09 13F TrueWealth Advisors, LLC 1.353 0,15 434 -3,98
2026-04-02 13F Hilltop National Bank 3.211 0,00 1.030 -4,28
2026-01-23 13F Rsm Us Wealth Management Llc 207.438 3,87 70.083 6,65
2026-04-20 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-04-24 13F Reality Financial Planning Services, LLC 69.565 -1,58 22.317 -5,82
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 90.171 4,65 28.928 0,14
2026-04-27 13F Meramec Financial Planners, LLC 1.469 -1,54 514 1,18
2026-01-28 13F O'ROURKE & COMPANY, Inc 14.651 4,00 4.912 6,23
2026-04-13 13F Amplius Wealth Advisors, LLC 1.553 21,33 498 16,08
2026-01-21 13F Bank Of Stockton 7.376 -11,42 2.473 -9,52
2026-04-21 13F Columbus Macro, LLC 4.047 -4,71 1.298 -8,78
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.871 -1,48 1
2025-11-17 13F FSA Wealth Management LLC 5.689 4,87 1.867 13,23
2026-02-11 13F RM Financial Services, LLC 9.435 3.163
2026-04-15 13F Parsons Capital Management Inc/ri 3.919 0,46 1.257 -3,83
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 27.037 0,01 8.674 -4,30
2025-11-07 13F State of New Jersey Common Pension Fund D 0 -100,00 0 -100,00
2026-02-13 13F Baldwin Investment Management, LLC 7.637 2,19 2.560 4,40
2026-01-27 13F Autumn Glory Partners, LLC 22.308 38,39 7.479 41,38
2026-02-12 13F Ironwood Investment Management Llc 50.670 6,06 16.988 8,36
2026-02-10 13F Greenspring Advisors, LLC 42.182 122,19 14.142 127,00
2026-01-22 13F Bartlett & Co. Wealth Management Llc 157.268 -2,42 52.727 -0,52
2026-02-14 13F Rockefeller Capital Management L.P. 1.068.387 11,81 358.294 14,25
2026-02-13 13F Mariner, LLC 1.788.055 -0,55 599.573 1,63
2026-02-12 13F Advisory Resource Group 1.456 0,62 488 2,95
2026-02-02 13F VELA Investment Management, LLC 797 0,00 267 2,30
2026-04-20 13F Darrow Company, Inc. 1.314 0,00 422 -4,32
2026-02-05 13F Millennium Capital Advisors, LLC 2.323 0,56 779 2,64
2026-02-10 13F Basepoint Wealth LLC 96 32
2026-04-07 13F Stonekeep Investments, LLC 46.796 6,98 15.013 107.128,57
2026-02-04 13F Valeo Financial Advisors, LLC 38.198 0,77 12.807 2,94
2026-01-14 13F Donaldson Capital Management, Llc 1.400 69,49 469 73,06
2026-02-17 13F Capital Insight Partners, Llc 12.290 -0,88 4.120 1,28
2026-01-20 13F HBE Wealth Management, LLC 5.163 1.731
2026-04-09 13F Noble Family Wealth, LLC 977 42,21 313 36,09
2026-02-09 13F Integrity Advisory Solutions, LLC 1.362 457
2026-02-06 13F Ruedi Wealth Management, Inc. 1.120 0,99 376 3,31
2026-02-11 13F Cerity Partners LLC 1.876.008 9,65 628.981 12,03
2026-02-02 13F Grantvest Financial Group LLC 1.836 5,76 616 8,08
2026-01-07 13F Permanent Capital Management, LP 23.727 -5,13 7.955 -3,35
2026-04-20 13F Boston Standard Wealth Management, LLC 668.053 -0,25 215.995 -3,80
2026-02-13 13F Avant Capital LLC 13.546 1,68 4.542 3,89
2026-01-27 13F Benningfield Financial Advisors, Llc 47.332 1,28 15.869 3,47
2026-04-13 13F Lake Street Financial Llc 12.301 -3,32 3.946 -7,50
2026-04-07 13F Alpha Omega Wealth Management LLC 8.243 -1,25 2.644 -5,50
2026-01-28 13F Manuka Financial, LLC 109.718 1,72 36.785 4,59
2026-02-17 13F Family Management Corp 5.289 0,00 1.773 2,19
2026-02-17 13F 14B Captial Management LP 1.500 503
2026-04-17 13F Union Savings Bank 2.723 -8,90 874 -12,87
2026-01-22 13F Bear Mountain Capital, Inc. 13.456 -0,55 4.603 2,79
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 7.102 3,32 2.381 5,54
2026-02-10 13F Prodigy Asset Management LLC 17.700 2,15 5.934 4,36
2026-01-28 13F EnRich Financial Partners LLC 1.522 0,20 510 2,41
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-02-19 13F Aznar Financial Advisors, LLC 7.078 2.373
2026-04-14 13F Flower City Capital 3.724 0,05 1.195 -4,25
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-02-05 13F Allworth Financial LP 8.495.987 0,38 2.848.450 2,56
2026-02-17 13F Latigo Investments, LLC 80.845 0,00 27.105 2,16
2026-02-11 13F Wellspring Financial Advisors, LLC 6.172.054 61.736
2026-04-23 13F Brown Miller Wealth Management, LLC 13.138 0,15 4.215 -4,18
2026-02-04 13F 49 Wealth Management, Llc 7.868 158,56 2.638 164,33
2026-04-14 13F Westend Capital Management LLC 477 38,26 153 33,04
2026-02-17 13F Rakuten Investment Management, Inc. 47.479.738 0,00 15.530.622 0,00
2026-04-15 13F Sightline Wealth Advisors, LLC 677 0,74 217 -3,56
2026-02-09 13F Choate Investment Advisors 168.906 17,82 56.629 20,37
2026-02-13 13F J. Mark Nickell & Co. 6.245 2.094
2026-04-10 13F Intellectus Partners, LLC 8.069 12,79 2.589 7,92
2026-02-13 13F Parkside Financial Bank & Trust 8.591 -3,60 2.880 -1,50
2026-02-02 13F Summit Wealth & Retirement Planning, Inc. 1.909 -1,70 640 0,47
2026-02-10 13F Sittner & Nelson, Llc 3.212 118,21 1.095 126,71
2026-02-12 13F First Western Trust Bank 1.878 -98,61 630 -98,58
2026-04-13 13F Highland Capital Management, Llc 35.114 1,42 11.265 -2,95
2026-04-16 13F Davis Capital Management 11.379 -0,48 3.651 -4,77
2026-04-27 13F Northeast Planning Associates, Inc. / Nh / 7.325 0,00 2.350 -4,32
2026-02-11 13F CNB Bank 8.307 0,00 2.785 2,16
2026-04-17 13F Trinity Wealth Management, LLC 8.627 12,52 2.768 7,67
2026-04-08 13F Miracle Mile Advisors, LLC 305.028 2,61 97.856 -1,82
2026-04-14 13F Grant Private Wealth Management Inc 752 241
2026-04-21 13F Buttonwood Financial Advisors Inc. 4.279 -7,94 1.373 -11,94
2026-02-13 13F Wimmer Associates 1, Llc 19.595 -2,12 6.570 0,00
2026-02-23 13F Monetary Solutions, Ltd 483 162
2026-04-23 13F DiPaolo Financial Group, Inc. 12.210 39,50 3.917 33,50
2026-04-20 13F City State Bank 13 0,00 4 0,00
2026-01-21 13F/A Efficient Advisors, LLC 375.633 -2,40 125.939 -0,29
2026-02-13 13F Evelyn Partners Investment Management Services Ltd 742 0,00 249 2,06
2026-04-27 13F Lafayette Investments, Inc. 2.614 12,67 839 7,85
2025-11-14 13F Prelude Capital Management, Llc 0 -100,00 0 -100,00
2025-11-04 13F Guerra Advisors Inc 19.635 6.444
2026-01-14 13F Advisors Management Group Inc /adv 9.586 -1,66 3 0,00
2026-04-21 13F Encompass Wealth Advisors, Llc 1.257 -27,88 403 -30,99
2026-04-22 13F Midwest Financial Group LLC 3.342 -1,18 1.072 -5,38
2026-04-08 13F Castle Rock Wealth Management, LLC 1.131 -0,44 366 -4,44
2026-04-08 13F Lynch & Associates/in 1.459 1,39 468 -3,11
2026-04-23 13F Blackston Financial Advisory Group, LLC 37.915 -1,51 12.164 -5,76
2026-04-24 13F Yousif Capital Management, Llc 47.455 -0,41 15.224 -4,65
2026-02-10 13F Colton Groome Financial Advisors, Llc 4.947 0,00 1.659 2,16
2026-04-13 13F Mather Group, Llc. 312.670 -1,00 100.308 -5,27
2026-02-17 13F Blue Chip Partners, Inc. 809 12,52 271 14,83
2026-02-17 13F Novo Holdings A/S 0 -100,00 0
2026-04-24 13F Deltec Asset Management Llc 1.983 0,00 636 -4,22
2026-04-16 13F Westmount Partners, LLC 20.402 -3,33 6.545 -7,49
2026-02-02 13F Planning Center, Inc. 1.977 16,64 663 19,06
2026-04-10 13F Benin Management CORP 3.968 6,64 1.273 2,00
2026-04-21 13F Red Tortoise LLC 1.199 0,25 385 -4,00
2026-04-14 13F SNS Financial Group, LLC 27.331 -2,83 8.768 -7,02
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-02-05 13F Accredited Investors Inc. 19.801 -8,17 6.639 -6,18
2025-11-14 13F Strategic Wealth Partners, Ltd. 2.174 12,06 713 21,05
2026-04-07 13F Farmers Trust Co 4.327 0,00 1.388 -4,28
2026-04-17 13F Provident Wealth Management, LLC 400 0,00 128 -4,48
2026-02-17 13F Envision Financial Planning, LLC 2.918 -0,24 978 1,98
2026-04-06 13F Private Client Services, Llc 1.717 1,48 551 -3,00
2026-02-03 13F Chesapeake Wealth Management 4.952 22,63 1.660 25,28
2026-04-15 13F Alhambra Investment Partners LLC 642 4,90 206 0,00
2026-04-15 13F Zullo Investment Group, Inc. 1.551 0,00 498 -4,42
2026-04-22 13F Madison Park Capital Advisors, LLC 0 -100,00 0
2026-02-17 13F London & Capital Asset Management Ltd 10.417 3.492
2026-02-23 13F Sonoma Allocations LLC 716 -15,17 245 -11,27
2026-04-22 13F Advocate Investing Services LLC 217 0,00 70 -4,17
2026-01-22 13F ETF Store, Inc. 5.693 0,04 1.909 2,20
2026-04-27 13F Soltis Investment Advisors LLC 20.591 47,84 6.606 41,46
2026-04-06 13F Washington Trust Advisors, Inc. 15.147 4,30 4.859 -0,21
2026-01-28 13F Cambridge Capital Management, Llc 1.164 0,61 390 2,90
2026-04-21 13F Poehling Capital Management, LLC 1.241 -73,86 398 -74,98
2026-04-21 13F Pinnacle Associates Ltd 368.526 3,85 118.227 -0,63
2026-02-10 13F Rock Creek Group, LP 348 0,00 117 1,75
2026-04-15 13F Stordahl Capital Management, Inc. 4.571 -1,42 1.466 -5,66
2026-02-13 13F Gts Securities Llc 27.032 107,30 9.063 111,80
2026-02-13 13F Northstar Group, Inc. 236.273 2,30 79.215 4,51
2026-02-12 13F Northstar Asset Management Inc 0 -100,00 0
2026-04-23 13F Laurel Wealth Planning LLC 797 0,00 256 -4,49
2026-01-26 13F Marion Wealth Management 0 -100,00 0
2026-02-02 13F Fifth Third Bancorp 287.504 -2,86 96.391 -0,76
2026-02-10 13F Viawealth, Llc 2.292 6,31 769 8,63
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-02-03 13F Geneva Partners, LLC 1.852 -1,07 621 0,98
2026-04-23 13F Chicago Capital, LLC 37.671 -1,38 12.085 -5,63
2026-04-24 13F Walker Asset Management, LLC 1.138 0,00 365 -4,20
2026-02-12 13F Hardworking Capital Advisors, LLC 3.448 1.156
2026-04-10 13F Melfa Wealth Management, Llc 33.417 1,99 10.720 -2,40
2026-04-21 13F Pacific Park Financial, Inc. 88.005 -15,10 28.233 -18,77
2026-01-28 13F Financial Perspectives, Inc 2.387 1,27 800 3,49
2026-02-12 13F Sepio Capital, LP 6.994 12,93 2.345 15,35
2026-04-14 13F GoalFusion Wealth Management, LLC 1.355 0,00 435 -4,41
2026-02-02 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 57.258 19.197
2026-01-12 13F Divergent Planning, LLC 960 -3,23 323 -1,53
2026-01-30 13F Wealthfront Advisers Llc 18.025.283 0,91 6.043.337 3,10
2026-02-12 13F Helium Advisors LLC 815 -2,63 273 -0,36
2026-04-17 13F Paragon Financial Partners, Inc. 1.441 0,21 494 2,28
2026-01-30 13F Rogco, Lp 278 0,00 93 2,20
2026-04-22 13F Hoese & Co LLP 11.729 -0,29 3.763 -4,59
2026-04-24 13F Perryman Financial Advisory Inc /ad 5.556 15,46 1.782 10,48
2026-01-30 13F Caldwell Securities, Inc 6.128 0,00 2.055 2,14
2026-02-03 13F Van Strum & Towne Inc. 21.762 -2,10 7.296 0,03
2026-02-13 13F Uniting Wealth Partners, LLC 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 15.739 0,96 5.277 3,15
2026-04-22 13F Lam Group, Inc. 15.891 4,16 5.098 -0,35
2026-01-08 13F Chesapeake Asset Management Llc 1.555 0,00 521 2,16
2026-04-27 13F Financial Planning Fort Collins, LLC 21.601 2,71 7.605 7,84
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6.252 -2,34 2.006 -6,57
2026-04-20 13F Dagco, Inc. 9.994 0,00 3.206 -4,30
2026-02-11 13F Horizon Kinetics Asset Management Llc 930 -4,91 312 -2,81
2026-01-12 13F Paragon Advisors, LLC 938 2,96 315 5,02
2026-04-07 13F Holland Advisory Services, Inc. 7.686 -0,35 2.466 -4,64
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-02-10 13F CIBC Asset Management Inc 13.931 1,81 4.571 1,78
2026-02-11 13F IMA Wealth, Inc. 20.397 4,90 6.839 7,16
2026-02-13 13F Snowwater Investment Partners, Llc 23.029 7.721
2026-04-10 13F Ballew Advisors, Inc 0 -100,00 0
2026-04-27 13F Garrett Wealth Advisory Group, LLC 726 0,00 233 -4,53
2026-02-10 13F MB Generational Wealth, LLC 6.367 0,00 2.135 2,15
2026-02-13 13F Centaurus Financial, Inc. 6.475 -30,26 2 -33,33
2026-04-14 13F Covenant Asset Management, LLC 5.848 3,23 1.876 -1,21
2026-04-20 13F Hoge Financial Services, Llc 733 19,97 235 15,20
2026-04-15 13F Hengehold Capital Management Llc 3.660 -4,34 1.174 -8,42
2026-02-09 13F Penn Capital Management Co Inc 1.767 593
2026-04-08 13F Prospera Capital Management, LLC 242.408 1,75 77.761 -2,64
2026-02-13 13F Aviso Wealth Management 1.408 -5,31 472 -3,08
2026-01-15 13F Frank, Rimerman Advisors LLC 97.509 -0,52 32.692 1,63
2026-01-20 13F Arvest Investments, Inc. 0 0
2026-01-27 13F Duncker Streett & Co Inc 164 0,00 55 1,89
2026-02-02 13F Cornerstone Planning Group LLC 862 4.004,76 296 7.275,00
2026-02-10 13F Up Strategic Wealth Investment Advisors Llc 1.559 -2,50 532 1,14
2026-04-09 13F Firethorn Wealth Partners, Llc 1.708 0,12 548 -4,20
2026-01-20 13F Stratos Wealth Advisors, LLC 43.079 -13,65 14.443 -11,78
2026-02-13 13F Monograph Wealth Advisors, Llc 41.358 8,26 13.866 10,30
2026-03-05 13F Cedarwood Wealth LLC 1.175 402
2026-04-15 13F Rs Crum Inc. 6.668 0,01 2.139 -4,30
2026-02-11 13F Endeavor Private Wealth, Inc. 5.626 285,34 1.886 292,92
2026-02-11 13F Empowered Funds, LLC 33.578 63,05 11.258 66,57
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 1.479 474
2026-02-17 13F Aureus Asset Management, LLC 0 -100,00 0
2026-02-13 13F Sofos Investments, Inc. 293 0,00 98 2,08
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 53.888 -2,27 18.067 -0,42
2026-02-11 13F Simplex Trading, Llc 10.361 3.474
2026-02-09 13F HBK Sorce Advisory LLC 92.494 0,61 31.537 4,47
2026-02-09 13F Arq Wealth Advisors, Llc 24.450 -5,21 8.197 -3,43
2026-04-07 13F Orgel Wealth Management, LLC 6.619 8,21 2.123 3,56
2026-02-13 13F Icon Wealth Advisors, LLC 10.962 5,39 3.675 7,68
2026-01-21 13F NovaPoint Capital, LLC 29.768 -6,01 9.980 -3,97
2026-02-26 13F Anchor Investment Management, LLC 10.636 0,22 3.566 2,38
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 14.899 2,03 4.780 -2,37
2026-04-21 13F Gilpin Wealth Management, Llc 11.602 0,00 3.722 -4,29
2026-02-10 13F Koss-Olinger Consulting, LLC 4.808 -40,06 1.612 -33,88
2026-04-15 13F Horizon Financial Services, Llc 7 0,00 2 0,00
2026-04-14 13F Patriot Investment Management Inc. 1.466.525 -0,18 470.476 -4,48
2026-04-21 13F Davidson Investment Advisors 4.672 1,96 1.284 -16,41
2026-02-09 13F Buckhead Capital Management Llc 711 0,14 238 2,15
2026-04-24 13F Syntax Research, Inc. 1.249 0,32 401 -4,08
2026-04-20 13F Peirce Capital Management, LLC 11.192 -2,59 3.591 -6,80
2026-04-21 13F Carl Stuart Investment Advisor, Inc 337.854 108.387
2026-02-06 13F Vantage Investment Partners, LLC 2.126 -0,84 713 1,28
2026-01-12 13F Traynor Capital Management, Inc. 15.498 2,05 5.196 4,25
2026-04-14 13F HighRoad Wealth Advisors, LLC 1.279 0,00 410 -4,21
2026-04-22 13F WestEnd Advisors, LLC 40 -2,44 13 -7,69
2026-02-13 13F Umb Bank N A/mo 40.662 108,64 13.633 113,17
2026-04-02 13F Aspect Partners, LLC 78.146 13,97 25.070 9,06
2026-04-23 13F Industrial Alliance Investment Management Inc. 63.176 -3,42 20 -4,76
2026-01-21 13F Kaizen Financial Strategies 2.821 0,00 946 1,72
2026-02-12 13F Opus Investment Management Inc 158.711 0,99 53.211 3,18
2026-02-05 13F USAdvisors Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Resonant Capital Advisors, LLC 25.678 -6,37 8.609 -4,61
2026-02-13 13F Minot DeBlois Advisors LLC 36 0,00 12 9,09
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 9.079 -0,15 3.044 2,01
2026-02-13 13F Walleye Trading LLC Put 4.400 -63,64 1.475 -62,85
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 42.801 -0,20 14.350 1,95
2026-02-26 13F Ssa Swiss Advisors Ag 611 0,00 205 2,51
2026-02-10 13F BKD Wealth Advisors, LLC 4.852.437 3,02 1.626.876 5,24
2026-04-10 13F Marshall Financial Group LLC 1.259 -6,46 404 -10,64
2026-04-22 13F Stone Point Wealth LLC 9.688 0,46 3.108 -3,87
2026-02-13 13F Walleye Trading LLC Call 9.700 -6,73 3.252 -4,69
2026-02-13 13F Symetra Investment Management Co 1.138.050 -1,39 382 0,79
2026-04-17 13F Monticello Wealth Management, Llc 27.288 -1,24 8.754 -5,51
2026-02-09 13F Huntington National Bank 24.185 9,12
2026-04-09 13F Acropolis Investment Management, LLC 12.829 1,68 4.116 -2,72
2026-04-14 13F Heirloom Wealth Management 48.881 7.025,51 15.682 6.747,60
2026-04-20 13F Davidson Trust Co 5.767 0,00 1.850 -4,29
2026-04-10 13F Perigon Wealth Management, LLC 110.148 -18,33 35.337 -21,85
2026-04-23 13F Unify Financial Advisors 19.286 1,43 6.187 -2,95
2026-02-09 13F Investors Portfolio Services LLC 421 141
2026-04-14 13F Quantum Financial Planning Services, Inc. 873 8,58 280 4,09
2026-02-06 13F Commonwealth Financial Services, LLC 1.303 10,24 437 12,63
2026-02-13 13F Magnolia Capital Advisors Llc 59.669 14,52 20.005 17,00
2026-04-02 13F Lvm Capital Management Ltd/mi 677 -6,88 0
2026-01-26 13F Farnam Financial LLC 38.515 -5,53 12.913 -3,49
2026-02-02 13F Heritage Financial Services, LLC 11.466 7,58 3.844 9,92
2026-04-24 13F Fulton Bank, N.a. 13.771 0,01 4.418 -4,31
2026-04-21 13F SmartHarvest Portfolios, LLC 4.997 6,48 1.603 1,84
2026-04-15 13F Northbridge Financial Group, Llc 3.574 -19,56 1.210 -18,74
2026-02-05 13F Arjuna Capital 832 0,00 279 1,83
2026-04-16 13F Montecito Bank & Trust 2.240 3,94 719 -0,55
2026-01-26 13F Childress Capital Advisors, Llc 1.809 -1,68 606 0,50
2026-02-10 13F Winthrop Capital Management, LLC 5.128 1,04 2 0,00
2025-11-21 13F Watts Gwilliam & Co., LLC 754 0,00 248 0,41
2026-04-23 13F North Star Investment Management Corp. 144.082 0,74 46.223 -3,60
2026-04-21 13F Maridea Wealth Management LLC 2.659 2,86 853 -1,62
2026-04-21 13F Patton Albertson Miller Group, Llc 30.075 0,11 9.648 -4,21
2026-04-22 13F McLean Asset Management Corp 25.364 0,00 8.137 -5,92
2026-04-27 13F Pachira Investments Inc. 39.756 2,87 12.754 -1,56
2026-01-29 13F Concord Wealth Partners 5.405 -3,93 1.812 -1,90
2026-02-05 13F Bessemer Group Inc 298.078 15,18 100 17,86
2026-02-17 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-04-20 13F Watchman Group, Inc. 749 -21,90 240 -25,23
2026-04-15 13F Home Federal Bank Of Tennessee 729 0,00 234 -4,51
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 21.295 0,61 6.832 -3,73
2026-01-13 13F Scratch Capital Llc 22.643 3,04 7.592 5,27
2026-04-27 13F Arcadia Wealth Management, LLC 973 312
2026-04-09 13F Lantz Financial LLC 40.130 5,33 12.874 0,79
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 3.962 0,00 1 0,00
2026-02-10 13F One Capital Management, LLC 31.620 -1,05 10.601 1,09
2026-01-20 13F Hubbell Strickland Wealth Management, LLC 6.019 4,37 2.018 6,66
2026-02-06 13F Cascade Financial Partners, LLC 43.635 -12,36 14.630 -10,47
2026-02-13 13F Morgan Stanley 13.792.394 -0,10 4.624.177 2,07
2026-04-08 13F Panoramic Capital Partners, LLC 4.878 7,87 1.565 3,17
2026-02-10 13F Meridian Management Co 823 0,00 276 1,85
2026-04-23 13F Simmons Bank 8.452 -2,05 2.711 -6,29
2026-01-27 13F Lakeside Advisors, INC. 17.473 0,00 5.858 2,16
2026-02-05 13F Petix & Botte Co 25.418 1,77 8.522 3,98
2026-01-27 13F Aspiring Ventures, LLC 6.233 -1,19 2.090 0,92
2026-02-12 13F Hrt Financial Lp 324.216 -5,22 109 -3,57
2026-04-14 13F Joule Financial, LLC 1.436 -0,97 461 -5,35
2026-02-12 13F Titleist Asset Management, Llc 38.425 -35,39 12.883 -34,00
2026-04-17 13F Riverbridge Partners Llc 786 -40,41 252 -42,99
2026-01-14 13F BFI Infinity Ltd. Put 0 -100,00 0 -100,00
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 1.348 -0,22 452 2,03
2026-02-19 13F First Growth Capital LLC 4.739 1.618
2026-03-12 13F Farmers National Bank 742 0,00 249 2,06
2026-02-02 13F Pillar Financial Advisors, LLC 1.427 1,78 478 4,14
2026-02-11 13F Investure, LLC 626.608 210.083
2026-04-07 13F Legacy Private Trust Co. 487.405 -1,51 156.364 -5,76
2026-02-11 13F Vaughan David Investments Inc/il 694 6,28 0
2026-01-22 13F Richardson Financial Services Inc. 2.158 0,00 623 -12,15
2026-04-15 13F Register Financial Advisors LLC 1.561 2,97 501 -1,57
2026-02-12 13F Keeler THomas Management LLC 2.797 0,00 938 2,18
2026-04-24 13F Tcfg Wealth Management, Llc 713 1,86 229 -2,56
2026-04-08 13F Inspirion Wealth Advisors, Llc 2.978 0,00 955 -4,31
2026-02-05 13F CMG Global Holdings, LLC 8.220 1,62 2.781 4,67
2026-04-20 13F Tanager Wealth Management LLP 206.819 3,98 66.350 -0,50
2026-04-21 13F Wedbush Securities Inc 45.360 2,60 15 0,00
2026-04-20 13F Fonville Wealth Management LLC 39.970 60,03 12.823 53,14
2026-01-07 13F Aventura Private Wealth, LLC 699 0,00 234 2,18
2026-02-13 13F Kensington Asset Management, LLC 20.285 45,94 6.853 50,25
2026-02-09 13F Revere Asset Management, Inc 908 -3,51 304 -1,30
2026-04-15 13F LongView Wealth Management 10.775 9,90 3.692 9,79
2026-04-17 13F IFC & Insurance Marketing, Inc. 5.029 123,11 1.613
2026-02-05 13F Guardian Capital, LLC 1.204 404
2026-02-09 13F Global Assets Advisory, LLC 8.940 17,34 2.997 19,88
2026-02-12 13F JBF Capital, Inc. 1.000 0,00 335 2,13
2026-02-13 13F Strategies Wealth Advisors, LLC 13.094 -0,45 4.390 1,69
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 1.983 -4,34 665 -2,35
2025-11-14 13F Byrne Financial Freedom, Llc 0 -100,00 0 -100,00
2026-04-08 13F TOWER TRUST & INVESTMENT Co 552 0,00 177 -4,32
2026-04-14 13F Tradewinds Capital Management, LLC 700 212,50 225 198,67
2026-04-03 13F Ridgewood Investments LLC 3.947 -10,17 1.266 -12,14
2026-04-14 13F Bay Harbor Wealth Management, LLC 416 1,96 134 -2,21
2026-02-12 13F Cowa, Llc 1.281 12,96 426 14,52
2026-02-10 13F Zhang Financial LLC 547.888 -0,38 183.690 1,78
2026-04-13 13F Gridiron Partners, LLC 27.480 -1,67 8.816 -5,91
2026-02-09 13F Banta Asset Management Lp 1.490 500
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 4.508 -0,99 1.446 -5,24
2026-01-27 13F TFR Capital, LLC. 904 -20,63 303 -18,77
2026-02-17 13F Susquehanna Advisors Group, Inc. 21.775 0,00 7.301 2,17
2026-04-16 13F Sentinel Pension Advisors Inc 734 22,54 235 17,50
2026-04-14 13F Davidson Capital Management Inc. 0 -100,00 0
2026-02-13 13F Pathstone Holdings, LLC 807.309 3,01 270.668 5,17
2025-11-03 13F Capital Wealth Alliance, LLC 0 -100,00 0
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0
2026-04-20 13F Breakwater Capital Group 4.863 16,45 1.560 11,43
2026-02-09 13F King Wealth 4.329 -0,05 1 0,00
2026-02-13 13F Blueprint Financial Advisors LLC 11.303 -4,15 3.790 -2,07
2026-04-16 13F First Merchants Corp 1.237 45,70 397 39,44
2026-02-05 13F Schulz Wealth, LTD. 780 -6,92 262 -4,74
2026-02-02 13F Oak Harbor Wealth Partners, Llc 1.688 116,13 566 120,70
2026-04-23 13F Comprehensive Money Management Services LLC 8.091 0,81 2.596 -3,53
2026-04-27 13F Actinver Wealth Management, Inc. 830 -3,38 266 -7,32
2026-04-27 13F Proathlete Wealth Management Llc 8 0,00 3 0,00
2026-04-14 13F SigFig Wealth Management, LLC 22.667 -4,54 7.242 -9,81
2026-02-11 13F Paragon Private Wealth Management, LLC 654 -91,38 219 -91,20
2026-02-03 13F We Are One Seven, LLC 63.457 6,15 21.275 8,45
2026-03-20 13F Consilio Wealth Advisors, Llc 780 0,00 262 2,35
2026-04-27 13F Narodna banka Slovenska 5.654.304 1.762.447
2026-04-14 13F Kozak & Associates, Inc. 152 56,70 51 54,55
2026-04-24 13F Axis Wealth Partners, LLC 1.277 -6,10 410 -10,31
2026-02-13 13F Element Pointe Advisors, Llc 1.487 499
2026-04-22 13F Oak Harvest Investment Services 1.804 -7,72 579 -11,76
2026-02-11 13F Tradition Wealth Management, LLC 7.576 0,84 2.540 3,00
2026-02-10 13F Parr Mcknight Wealth Management Group, Llc 4.021 -8,78 1.348 -6,78
2026-01-22 13F Premier Path Wealth Partners, LLC 1.095 -81,61 367 -81,21
2026-02-10 13F Goldman Sachs Group Inc 2.378.327 -0,19 797.382 1,97
2026-01-28 13F EPG Wealth Management LLC 3.270 0,00 1.096 2,14
2026-01-29 13F Retirement Solution Inc. 1.527 0,53 512 2,81
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 12.274 -13,08 4.115 -11,20
2026-04-14 13F Nbc Securities, Inc. 21.176 0,76 6.794 -3,59
2026-04-21 13F Fingerlakes Wealth Management, Inc. 14.861 -0,56 4.768 -4,85
2026-04-21 13F J.E. Simmons & Co., P.C. 1.549 -0,64 497 -4,98
2026-04-22 13F DDFG, Inc 999 0,30 321 -3,90
2026-01-30 13F Pekin Hardy Strauss, Inc. 1.016 13,01 341 15,25
2026-04-09 13F Praetorian Wealth Management, Inc. 7.719 211,50 2.576 210,24
2026-04-21 13F Tumwater Wealth Management, LLC 164.468 0,98 52.763 -3,38
2026-04-10 13F ALM First Financial Advisors, LLC 14.000 0,00 3.589 -4,32
2026-02-05 13F Gamco Investors, Inc. Et Al 56.910 3,78 19.080 6,03
2026-02-17 13F Susquehanna International Group, Llp 59.571 19.972
2026-02-13 13F Aptus Capital Advisors, LLC 42.759 1,55 14.336 3,74
2026-01-30 13F Canandaigua National Bank & Trust Co 1.469 0,00 493 2,07
2026-04-10 13F McCollum Christoferson Group LLC 1.061 -22,04 340 -25,44
2026-04-15 13F Define Financial, Llc 72.406 4,10 23.229 -0,39
2026-04-23 13F Capital Investment Counsel, LLC 24.259 -0,18 7.783 -4,48
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.383 0,66 444 -3,70
2026-02-04 13F Atlantic Union Bankshares Corp 19.673 -0,53 6.596 1,62
2026-04-16 13F Swisher Financial Concepts, Inc. 47.953 3,23 15.384 -1,22
2026-02-12 13F Cloud Capital Management, LLC 5.242 25,44 2 0,00
2026-04-17 13F Forbes Financial Planning, Inc. 21.212 1,82 6.805 -2,56
2026-04-21 13F Cypress Capital Advisors, LLC 83.720 1,86 26.858 -2,53
2026-02-17 13F Susquehanna International Group, Llp Put 151.800 31,43 50.894 34,27
2026-01-26 13F David Kennon Inc 102.338 -0,83 34.311 1,31
2026-02-17 13F Susquehanna International Group, Llp Call 958.000 26,74 321.189 29,48
2026-04-14 13F Cornerstone National Bank & Trust Co 64.525 -9,16 20.857 -12,41
2026-01-21 13F Capital Investment Advisory Services, LLC 21.991 -0,26 7.373 1,89
2026-02-06 13F One Charles Private Wealth Services, LLC 5.656 -43,83 1.896 -42,62
2026-04-22 13F Vannoy Advisory Group, Inc. 26.848 -0,46 8.613 -4,76
2026-02-13 13F Pitcairn Wealth Advisors LLC 70.331 23.580
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 40.571 4.512
2026-04-24 13F Pursuit Wealth Strategies, Llc 93 31
2026-04-14 13F XY Planning Network, Inc. 105.586 -7,95 34.130 -11,26
2026-02-12 13F Brinker Capital Investments, LLC 691.631 1,40 231.883 3,60
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-02-04 13F Money Concepts Capital Corp 13.187 0,60 4.421 2,79
2026-01-12 13F Canvas Wealth Advisors, LLC 11.217 0,65 3.761 2,26
2026-02-12 13F Quadrant Capital Group Llc 60.890 -0,15 20.414 2,01
2026-04-17 13F Forefront Wealth Partners, LLC 4.686 19,18 1.503 14,04
2026-01-26 13F Martin Capital Advisors, LLP 18.430 -2,98 6.179 -0,88
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-02-17 13F Pacific Financial Group Inc 4.672 -1,02 1.567 1,10
2026-04-27 13F Silver Lake Advisory, LLC 932 0,32 299 -4,18
2026-02-10 13F Marble Wealth, LLC 6.484 2.174
2026-02-10 13F Beckerman Institutional, LLC 2.917 0,00 978 2,19
2026-01-28 13F Geneos Wealth Management Inc. 69.522 1,18 23.309 3,38
2026-02-17 13F Port Capital LLC 3.186 -8,71 1.068 -6,72
2026-04-09 13F PFS Partners, LLC 64 0,00 21 -4,76
2026-01-26 13F Hassell Wealth Management, LLC 233.348 -2,56 79.770 1,50
2026-02-11 13F HC Advisors, LLC 11.416 0,01 3.827 2,16
2026-02-17 13F Ancora Advisors, LLC 28.004 -7,53 9.389 -5,52
2026-02-17 13F Meridian Wealth Advisors, LLC 5.012 4,18 1.680 6,46
2026-02-12 13F FineMark National Bank & Trust 61.524 0,61 20.627 2,79
2026-04-21 13F Aurdan Capital Management, LLC 14.153 14,45 4.540 9,53
2026-02-04 13F First Foundation Advisors 4.978 -6,50 1.669 -4,52
2026-03-02 13F Cogent Strategic Wealth Llc 3.978 1.355
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 1.444 0,21 463 -4,14
2026-02-05 13F Cauble & Harre Wealth Management, Inc. 620 208
2026-04-21 13F Aull & Monroe Investment Management Corp 1.345 0,00 431 -4,22
2026-01-23 13F Assetmark, Inc 1.020.316 -0,89 342.081 1,25
2026-04-14 13F ACT Advisors, LLC. 18.802 0,27 6.032 -4,04
2026-02-03 13F Luken Investment Analytics, LLC 610 0,00 205 2,00
2026-04-14 13F M. Kraus & Co 1.487 2,20 477 -2,05
2026-02-09 13F Putnam Fl Investment Management Co 152.799 1,03 51.229 3,21
2026-04-27 13F Consolidated Portfolio Review Corp 15.912 0,25 5.105 -4,08
2026-02-04 13F BCJ Capital Management, LLC 18.768 -0,44 6.292 1,71
2026-04-13 13F Perennial Advisors, LLC 16.901 -6,23 5.422 -10,28
2026-02-12 13F Mission Creek Capital Partners, Inc. 14.243 33,39 4.775 36,27
2026-04-27 13F Apeiron RIA LLC 2.136 -0,65 685 -6,55
2026-04-22 13F Red Door Wealth Management, LLC 13.034 1,41 4.181 -2,97
2026-04-08 13F Wealth Science Advisors LLC 1.073 0,00 360 0,00
2026-01-15 13F Warwick Investment Management, Inc. 47.508 -2,12 15.928 -0,01
2026-04-22 13F Motco 126 0,00 40 -4,76
2026-02-05 13F Wind River Trust Co 19.027 0,00 6.379 2,16
2026-02-10 13F B&l Asset Management Llc 2.159 0,00 724 2,12
2026-04-16 13F Asset Advisory Group, Inc. 6.150 0,05 1.973 -4,22
2026-02-17 13F Norinchukin Bank, The 790.500 14,98 265.031 17,47
2026-01-26 13F Ckw Financial Group 31 0
2026-01-28 13F Edge Financial Advisors LLC 3.221 -0,62 1.080 1,51
2026-02-13 13F Pacific Center for Financial Services 138.943 0,00 45.597 0,00
2026-04-15 13F Merit Financial Group, LLC 275.951 -9,53 88.528 -13,43
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 3.939 14,11 1.264 9,16
2026-02-12 13F Eley Financial Management, Inc 3.925 -6,03 1.316 -4,01
2026-04-17 13F Blankinship & Foster, LLC 98.159 -2,56 31.490 -6,77
2026-02-02 13F Integrity Wealth Solutions LLC 8.003 6,85 2.683 9,20
2026-02-09 13F Arista Wealth Management, LLC 17.868 -2,57 5.991 -0,47
2026-02-02 13F FSA Advisors, Inc. 2.217 743
2026-04-08 13F Mma Asset Management Llc 1.974 -0,80 633 -5,10
2026-02-10 13F Weaver Consulting Group 33.197 0,61 11.130 2,80
2026-02-18 13F Vident Advisory, LLC 4.527 8,64 1.518 10,97
2026-04-13 13F Trust Co 26.897 -0,10 8.629 -4,41
2026-01-21 13F Leo Wealth, LLC 13.966 49,08 4.682 52,31
2026-04-15 13F Diligent Investors, LLC 865 0,12 277 -4,15
2026-04-27 13F Great Point Wealth Advisors, LLC 37.535 -0,24 12.042 -4,54
2026-04-22 13F Detalus Advisors, LLC 1.883 1,95 604 -2,42
2026-04-07 13F Central Bank & Trust Co 1.020 327
2026-02-12 13F NDVR, Inc. 11.290 -3,84 3.785 -1,76
2026-02-13 13F HFG Advisors, Inc. 7.261 0,11 2.434 2,27
2026-02-17 13F Guardian Partners Inc. 0 -100,00 0
2026-04-21 13F Grey Fox Wealth Advisors, LLC 4.454 186,06 1.429 174,09
2026-03-05 13F Mengis Capital Management, Inc. 960 -0,41 322 1,58
2026-02-09 13F Kestra Investment Management, LLC 2.990 1,67 1.002 3,83
2026-04-14 13F Capitol Family Office, Inc. 128.485 0,00 43.077 0,00
2025-11-03 13F Townsquare Capital Llc 0 -100,00 0
2026-01-27 13F Magnolia Wealth Management, LLC 176.424 0,72 59.150 2,89
2026-04-21 13F Gutierrez Wealth Advisory, LLC 4.989 38,51 1.600 32,56
2026-04-23 13F Signature Securities Group Corporation 14.025 -8,21 4.499 -12,18
2026-01-21 13F Persium Advisors, LLC 738 0,00 247 2,07
2026-01-30 13F Levin Capital Strategies, L.p. 23.701 -5,95 7.946 -3,92
2026-01-29 13F Comprehensive Financial Consultants Institutional, Inc. 2.095 -1,18 702 1,01
2026-04-17 13F Investment Advisory Services Inc /tx /adv 9.444 -3,34 3.030 -7,51
2026-01-22 13F Mechanics Financial Corp 893 0,00 299 2,05
2026-02-03 13F Emerald Investment Partners, Llc 3.037 16,23 1.018 18,79
2026-04-27 13F Trademark Financial Management, LLC 22.704 35,10 7.284 29,27
2026-04-08 13F Birchbrook, Inc. 5.647 0,00 1.812 -4,33
2025-11-12 13F Creekmur Asset Management LLC 480 0,00 158 8,28
2026-04-08 13F Sharper & Granite LLC 44.593 13,11 14.306 8,22
2026-02-10 13F a16z Perennial Management, L.P. 105.141 54.771
2026-04-22 13F Networth Advisors, LLC 47 0,00 15 0,00
2026-02-02 13F Benjamin Edwards Inc 64.764 -4,51 21.716 -2,44
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-04-06 13F Acima Private Wealth, Llc 23.041 0,23 7.392 -4,10
2026-04-15 13F DecisionMap Wealth Management, LLC 5.972 -5,83 1.916 -9,92
2026-04-21 13F Altus Wealth Management, LLC 150.340 0,12 48.231 -4,20
2026-02-12 13F Guardsman Private Capital Management, Inc. 117.623 39.436
2026-01-12 13F AllSquare Wealth Management LLC 97.479 -0,54 31.990 7,40
2026-02-10 13F W.H. Cornerstone Investments Inc. 64.097 8,83 21.490 11,19
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 2.962 15,30 950 10,34
2026-02-11 13F Meeder Advisory Services, Inc. 1.610 540
2026-04-21 13F Falcon Wealth Planning 9.520 4,02 3.054 -0,49
2026-02-12 13F Skopos Labs, Inc. 13.208 330,65 4.469 380,54
2025-11-13 13F Fuller & Thaler Asset Management, Inc. 0 -100,00 0
2026-02-10 13F New Republic Capital, LLC 10.218 -2,50 3.426 -0,67
2026-02-13 13F W Advisors, Llc 1.385 -3,35 464 -1,28
2026-04-21 13F Diesslin Group, Inc. 7.732 13,92 2.481 9,01
2026-01-30 13F Fagan Associates, Inc. 1.556 -23,08 522 -21,42
2026-04-15 13F Iams Wealth Management, Llc 856 -0,81 275 -4,84
2026-04-17 13F Total Clarity Wealth Management, Inc. 7.817 2,64 2.508 -1,80
2026-02-13 13F Alerus Financial Na 10.263 21,00 3.441 23,61
2026-04-14 13F Cathy Pareto & Associates, Inc 3.716 0,73 1.191 -3,64
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4.485 -7,24 1.439 -11,23
2026-04-27 13F Serenus Wealth Advisors, LLC 42.072 24,36 10.655 27,27
2026-01-23 13F Freestone Capital Holdings, LLC 66.436 -1,52 22.274 0,61
2026-02-11 13F Tacita Capital Inc 8.204 0,00 2.751 2,15
2026-04-16 13F Lexington Hill Partners, LLC 88.232 40,64 28.306 34,57
2026-02-06 13F One Degree Advisors Inc 111.870 -9,72 38 -7,50
2026-04-10 13F Oxinas Partners Wealth Management LLC 1.280 44,31 411 38,05
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-17 13F Stage Harbor Financial, Llc 3.576 4,68 1.199 6,96
2026-04-09 13F Elmwood Wealth Management, Inc. 13.918 443,04 4.465 419,79
2026-04-27 13F Capital Investment Services of America, Inc. 1.270 0,00 407 -4,24
2026-02-18 13F Alpha Capital Advisors Inc /adv 18.571 6.358
2026-02-23 13F IronBridge Private Wealth, LLC 0 -100,00 0
2026-01-30 13F Taiyo Life Insurance Co 166.000 0,00 56 1,85
2026-03-02 13F Bank Of Hawaii 328.228 0,61 110.045 2,78
2026-04-27 13F/A New World Advisors LLC 3.753 -51,24 1.204 -53,33
2026-04-15 13F Redhawk Wealth Advisors, Inc. 1.976 -14,46 634 -18,22
2026-01-30 13F Us Bancorp \de\ 2.079.574 -0,91 697.219 1,23
2026-04-15 13F Fjell Capital, LLC 0 -100,00 0
2025-11-05 13F Wells Trecaso Financial Group, LLC 5.455 -49,04 1.790 -44,97
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 4.551 -24,89 1.526 -23,29
2026-04-14 13F Jeppson Wealth Management, Llc 4.310 -1,03 1.383 -5,28
2026-04-10 13F Perfromance Wealth Partners, LLC 5.326 20,88 1.709 15,64
2026-01-12 13F Evolution Wealth Advisors, LLC 2.771 5,64 929 8,02
2026-04-03 13F Adirondack Trust Co 8.257 1,14 2.649 -3,25
2026-02-13 13F Pinney & Scofield, Inc. 187 -1,06 63 1,64
2026-04-22 13F Ridgecrest Wealth Partners, Llc 3.546 0,00 1.138 -4,29
2026-01-28 13F WPG Advisers, LLC 85 13,33 28 16,67
2026-02-05 13F Hills Bank & Trust Co 13.302 -2,54 4.460 -0,45
2026-02-17 13F TCG Advisory Services, LLC 318.841 -1,59 106.898 0,54
2026-02-17 13F SageView Advisory Group, LLC 55.999 0,15 18.775 2,31
2026-02-10 13F Ted Buchan & Co 5.116 -9,29 1.715 -7,30
2026-01-13 13F CPA Asset Management LLC 1.904 -13,69 638 -11,76
2026-04-09 13F OFS Enterprise LLC 5.755 1.846
2026-02-05 13F Blue Water Asset Management 940 315
2026-02-04 13F Continuum Wealth Advisors, Llc 1.047 60,58 351 64,32
2026-01-29 13F Schnieders Capital Management, Llc. 1.073 2,29 360 4,36
2026-04-13 13F Clayton Financial Group LLC 11.102 0,42 3.562 -3,91
2026-02-03 13F Strategic Wealth Advisors LLC 677 0
2026-02-17 13F Advisory Services Network, LLC 187.798 41,46 62.963 44,52
2026-02-09 13F Hartland & Co., LLC 141.815 2,74 47.546 4,97
2026-02-12 13F Compass Capital Corp /ma/ /adv 7.753 -33,41 2.651 -31,91
2026-01-29 13F Hegarty Advisors, LLC 8.357 2.802
2026-01-26 13F BLB&B Advisors, LLC 10.893 -1,95 3.652 0,19
2026-02-17 13F Private Capital Management, LLC 1.554 -10,12 521 -8,29
2026-01-30 13F New Harbor Financial Group, LLC 739 0,00 248 2,07
2026-01-20 13F Ntv Asset Management Llc 3.214 0,50 1.078 2,67
2026-04-24 13F Balentine LLC 132.975 -1,91 42.660 -6,14
2026-02-11 13F Strategic Wealth Designers 1.567 -82,17 525 -81,80
2026-02-04 13F Rinkey Investments 37.775 5,99 12.665 8,28
2026-02-17 13F Quantinno Capital Management LP 777.828 18,17 260.783 20,73
2026-02-13 13F Retirement Financial Solutions, Llc 1.853 0,54 621 2,81
2026-04-08 13F West Financial Advisors, LLC 15.593 -2,02 5.003 -6,24
2026-02-19 13F Mcguire Capital Advisors Inc 262 88
2026-04-22 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-04-14 13F Madrona Financial Services, LLC 14.530 -10,44 4.662 -14,30
2026-04-24 13F Key FInancial Inc 4.579 7,72 1.469 3,02
2026-02-17 13F Alliancebernstein L.p. 346.176 26,32 116.062 29,06
2026-02-11 13F Stonebrook Private Inc. 1.418 475
2026-04-27 13F Cresta Advisors, Ltd. 70.842 5,52 22.727 0,97
2026-02-02 13F Carbahal Olsen Financial Services Group, LLC 605 203
2026-02-26 13F TD Capital Management LLC 257.515 1,25 86.337 3,44
2026-01-12 13F Daymark Wealth Partners, Llc 9.395 1,48 3.150 3,65
2026-04-15 13F Wright Fund Managment, LLC 29.485 9.459
2026-02-09 13F Hantz Financial Services, Inc. 8.752 40,91 3 0,00
2026-02-10 13F JMG Financial Group, Ltd. 150.646 -2,56 50.507 -0,46
2026-04-16 13F Global Wealth Management, LLC 22.015 -3,80 7.063 -7,95
2025-11-14 13F WealthTrak Capital Management LLC 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 682.240 1,79 218.869 -2,60
2026-01-23 13F Altfest L J & Co Inc 3.786 -56,92 1.269 -56,00
2026-02-09 13F Solutions 4 Wealth, Ltd 2.286 -2,35 766 -0,26
2026-04-08 13F Dynamic Advisor Solutions LLC 57.943 3,27 18.589 -1,18
2026-02-19 13F Evansbrook LLC 812 272
2026-04-20 13F Oak Family Advisors, Llc 2.369 -56,75 760 -58,66
2025-10-29 13F Boomfish Wealth Group, LLC 0 -100,00 0
2026-04-17 13F Nova R Wealth, Inc. 56.911 1.064,30 18.258 1.014,59
2026-02-12 13F Brown Brothers Harriman & Co 43.730 14,35 14.661 16,83
2026-01-27 13F Werba Rubin Papier Wealth Management 9.238 -0,02 3.097 2,14
2026-04-21 13F International Private Wealth Advisors LLC 973 39,40 312 33,33
2026-01-23 13F Legacy Bridge, LLC 600 0,00 201 2,55
2026-02-02 13F Equitable Trust Co 22.305 0,00 7.478 2,17
2026-04-21 13F BCU Wealth Advisors, LLC 1.634 0,00 524 -4,20
2026-04-23 13F Glass Jacobson Investment Advisors llc 9.036 4,52 2.899 0,00
2026-02-11 13F Pfc Capital Group, Inc. 1.211 -34,72 0
2026-04-02 13F Ahara Advisors LLC 41.091 13.777
2025-10-30 13F Cooksen Wealth, LLC 0 -100,00 0
2026-02-04 13F Independent Advisor Alliance 46.396 3,81 15.555 6,06
2026-04-22 13F Gemmer Asset Management LLC 7.259 0,11 2.329 -4,24
2025-10-29 13F Nordwand Advisors, LLC 0 -100,00 0
2026-04-17 13F Prentice Wealth Management LLC 122.977 -41,50 39.452 -44,02
2026-01-29 13F Quadcap Wealth Management, LLC 14.715 22,96 4.934 25,62
2026-02-13 13F Tudor Financial Inc. 859 0,00 288 2,49
2026-04-03 13F Box Hill Private Wealth LLC 2.092 0,34 671 -4,01
2026-01-07 13F Harbour Capital Advisors, LLC 5.113 2,14 1.720 4,18
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2.708 0,41 908 2,49
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 32.751 -23,95 10.980 -22,30
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 19.171 -4,60 6.427 -2,53
2026-04-10 13F MKT Advisors LLC 1.512 -33,63 492 -36,27
2026-04-20 13F Park Edge Advisors, LLC 6.027 0,84 1.933 -3,49
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100,00 0 -100,00
2026-02-13 13F Satovsky Asset Management Llc 83.258 2,61 27.914 4,83
2026-01-15 13F MEMBERS Trust Co 9.010 -10,46 3.021 -8,54
2026-04-21 13F AA Financial Advisors, LLC 56.308 2,71 18.064 -1,72
2026-04-21 13F Riverstone Advisors, LLC 3.276 0,52 1.051 -3,85
2026-01-30 13F DMKC Advisory Services, LLC 11.683 -3,59 3.917 -1,48
2026-04-20 13F Cherrydale Wealth Management, Llc 279.602 2,75 89.699 -1,68
2026-04-13 13F Wiser Wealth Management, Inc 6.320 65,66 2.027 58,48
2026-02-12 13F Douglass Winthrop Advisors, LLC 2.971 5,50 996 7,79
2026-02-17 13F Raymond James Financial Inc 3.013.092 5,73 1.010.200 8,02
2026-04-16 13F Prairiewood Capital, LLC 4.478 30,10 1.437 24,44
2025-10-29 13F Fiduciary Family Office, Llc 0 -100,00 0
2026-02-09 13F Fft Wealth Management Llc 35.725 0,11 11.977 1,99
2026-04-15 13F Apex Wealth Management, LLC 25.045 118,33 8.035 104,90
2026-04-07 13F Bulwark Capital Corp 51.093 0,07 16.391 -4,24
2026-04-08 13F Lakeridge Wealth Management LLC 2.409 3,26 773 -1,28
2026-02-04 13F Rockbridge Investment Management, LCC 69.310 -4,07 23.238 -1,99
2026-04-10 13F Octavia Wealth Advisors, LLC 7.564 4,17 2.427 -0,33
2026-01-14 13F Alliance Wealth Advisors, LLC 5.661 6,39 1.898 8,65
2026-01-28 13F REDW Wealth LLC 73.652 -3,20 24.693 -1,11
2026-02-02 13F Vista Capital Partners, Inc. 1.108.737 -0,18 371.726 1,98
2026-02-11 13F Capital Analysts, Inc. 4.584 -86,62 2 -90,91
2026-02-12 13F Steward Partners Investment Advisory, Llc 194.223 0,41 65.117 2,58
2026-04-16 13F Five Pine Wealth Management 18.477 1,43 5.928 -2,95
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 2.122 -1,21 681 -5,56
2026-04-21 13F Ketron Financial 8.221 -0,71 2.637 -4,97
2026-01-21 13F Alliance Wealth Management Group 1.738 -33,92 583 -32,56
2026-02-03 13F Vectors Research Management, LLC 1.837 -4,82 616 -2,84
2026-02-13 13F Navis Wealth Advisors, LLC 944 37,61 316 40,44
2025-11-13 13F University of Massachusetts Foundation, Inc. 0 -100,00 0
2026-01-22 13F Northcape Wealth Management, Llc 1.870 0,00 627 2,12
2026-02-17 13F Gotham Asset Management, LLC 123.463 2,92 41.393 5,15
2026-01-12 13F Kaydan Wealth Management, Inc. 16.384 -2,54 5.493 -0,42
2026-04-08 13F RDA Financial Network 6.920 0,17 2.220 -4,15
2026-04-15 13F Regatta Capital Group, Llc 6.414 0,30 2.058 -4,06
2026-01-20 13F Steel Peak Wealth Management LLC 28.224 -34,31 9.463 -33,08
2026-01-21 13F Signature Resources Capital Management, LLC 713 -68,65 239 -67,96
2026-04-27 13F PFG Investments, LLC 32.103 -9,88 10.299 -13,77
2026-02-13 13F Innovative Wealth Building LLC 2.167 27,92 727 30,81
2026-04-24 13F DeLarme Wealth Management, Inc. 2.295 0,31 736 -4,04
2026-04-07 13F Estate Planners Group, LLC 1.951 654
2026-01-15 13F Nilsine Partners, LLC 3.279 2,28 1.099 4,47
2026-02-13 13F 17 Capital Partners, Llc 1.664 -16,21 558 -14,44
2026-04-07 13F Park Avenue Securities Llc 214.039 1,65 69 -2,86
2026-04-21 13F Long Island Wealth Management, Inc. 55.189 -1,75 17.705 -5,98
2026-02-05 13F Granite Bay Wealth Management, LLC 862 0,00 289 2,48
2026-04-16 13F Toth Financial Advisory Corp 423 -29,73 136 -32,84
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 89.999 -19,20 30.174 -17,45
2026-02-04 13F Washington Trust Bank 17.742 -1,80 5.948 0,32
2026-02-09 13F Bleakley Financial Group, LLC 102.319 19,38 34.305 21,97
2026-02-13 13F Wright Wealth Llc 810 272
2026-04-20 13F Skyline Advisors, Inc. 65.805 -36,61 21.111 -39,34
2026-02-17 13F Westwood Holdings Group Inc 668 0,00 224 1,83
2026-02-18 13F NFP Retirement, Inc. 2.590 -1,37 868 0,81
2026-04-24 13F North Point Portfolio Managers Corp/oh 1.485 6,07 476 1,49
2026-04-21 13F Marietta Wealth Management, LLC 2.544 0,00 816 -4,23
2026-02-06 13F Plan A Wealth LLC 1.884 78,75 632 82,90
2026-02-17 13F Nissay Asset Management Corp /japan/ /adv 3.663.005 0,00 1.228.096 2,16
2026-04-20 13F Kfg Wealth Management, Llc 973 312
2026-04-03 13F First County Bank /CT/ 1.661 -25,11 533 -28,40
2026-01-16 13F Tower Wealth Partners, Inc. 9.748 -0,19 3.268 1,97
2026-04-21 13F Vise Technologies, Inc. 128.812 0,00 43.187 0,00
2026-02-11 13F Hughes Financial Services, LLC 340 8.400,00 114 11.200,00
2026-04-21 13F BankPlus Wealth Management LLC 3.212 7,86 1.031 3,21
2026-01-30 13F Archer Investment Corp 3.729 -62,26 1.250 -61,44
2026-04-23 13F First Pacific Financial 4.246 -1,96 1.362 -6,13
2026-02-23 13F Walser Wealth Management Company, A Ltd Liability Co 884 297
2026-04-21 13F Yoffe Investment Management, LLC 8.078 0,00 2.592 -4,32
2026-02-04 13F Urban Financial Advisory Corp 131 0,00 44 2,38
2026-02-24 13F Coastline Complete Wealth LLC 1.046 351
2026-04-27 13F Heffernan Advisory, Inc 3.657 -0,71 1.173 -4,94
2026-04-22 13F Mindset Wealth Management, Llc 783 11,54 251 6,81
2026-02-17 13F Df Dent & Co Inc 0 -100,00 0
2026-01-08 13F Sound View Wealth Advisors Group, LLC 75.905 -2,50 25.449 -0,39
2026-02-06 13F Hardy Reed LLC 763.393 0,44 255.943 2,61
2026-04-27 13F LCW Services, LLC 1.243 47,45 399 41,13
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 23.593 -0,09 7.910 2,08
2026-03-05 13F Taylor Securities Services, Inc. 836 280
2026-04-20 13F Cardinal Point Capital Management, ULC 611.956 5,18 196.322 0,65
2026-02-13 13F SRS Capital Advisors, Inc. 169.215 56.733
2026-01-27 13F Cannon Wealth Management Services, LLC 1.752 0,34 587 2,44
2026-02-17 13F Toronto Dominion Bank 1.120 -70,98 375 -70,38
2026-02-11 13F Gwn Securities Inc. 11.126 3,33 3.730 4,63
2026-01-26 13F BCS Private Wealth Management, Inc. 0 -100,00 0
2026-02-04 13F Clark Wealth Partners 89 0,00 30 0,00
2026-02-10 13F Dynasty Wealth Management, Llc 17.277 7,23 5.792 9,55
2026-04-21 13F Polaris Investment Advisors, LLC 2.745 0,00 881 -4,35
2026-04-27 13F TCI Wealth Advisors, Inc. 54.692 1,99 17.546 -2,41
2026-02-06 13F Lloyd Advisory Services, LLC. 34 11
2026-04-16 13F McClarren Financial Advisors, Inc. 58.279 -12,26 18.697 -4,34
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 44.616 -2,55 14.313 -6,75
2026-04-23 13F Ewa, Llc 3.543 6,49 1.137 1,88
2026-02-09 13F Coldstream Capital Management Inc 154.872 10,59 51.924 12,98
2026-02-23 13F Continental Investors Services, Inc. 8.879 -3,27 3.024 0,67
2026-02-13 13F Potentia Wealth 1.092 -6,35 366 -4,19
2025-11-14 13F Wolverine Trading, Llc 5.378 1.759
2025-11-14 13F Wolverine Trading, Llc Call 84.100 27.509
2025-11-14 13F Wolverine Trading, Llc Put 34.200 11.187
2026-01-23 13F Carnegie Capital Asset Management, LLC 37.428 18,47 12.549 21,03
2026-02-09 13F Endowment Wealth Management, Inc. 30.036 6,36 10.070 8,67
2026-02-10 13F ESL Trust Services, LLC 4.403 30,46 1.476 33,33
2026-02-13 13F Lifeworks Advisors, LLC 2.000 -2,53 670 -0,45
2026-04-10 13F Baker Tilly Financial, Llc 3.081 22,50 988 17,20
2026-02-13 13F Element Wealth, LLC 13.723 252,96 4.601 260,78
2026-04-15 13F Independence Financial Advisors, LLC 9.408 0,32 3.018 -4,01
2026-02-17 13F Lantern Wealth Advisors, LLC 11.027 -17,52 3.697 -15,73
2026-02-23 13F Mv Capital Management, Inc. 237 79
2026-02-06 13F Vestmark Advisory Solutions, Inc. 715.133 6,18 239.763 8,48
2026-04-24 13F TKG Advisors, LLC 3.757 -1,47 1.205 -5,71
2026-04-08 13F Presidio Capital Management, LLC 843 271
2026-01-16 13F Crewe Advisors LLC 14.415 -0,02 4.833 2,13
2026-01-15 13F Bernard Wealth Management Corp. 80 0,00 27 0,00
2026-01-20 13F Raab & Moskowitz Asset Management LLC 66.560 -2,25 22.315 -0,13
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-17 13F Governors Lane LP 19.677 6.597
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 0 -100,00 0
2026-04-27 13F Charter Capital Management, LLC\DE 1.089 0,00 349 -4,38
2026-01-30 13F Delta Investment Management, LLC 2.438 28,86 817 31,77
2026-04-15 13F Journey Strategic Wealth Llc 11.326 -6,47 3.634 -10,50
2026-01-20 13F Aspiriant, Llc 94.392 -1,27 31.647 0,86
2026-02-04 13F Biltmore Family Office, LLC 18.074 35,21 6.060 37,77
2026-02-06 13F/A Rathbone Brothers plc 9.953 116,89 3.337 121,66
2026-04-17 13F Viewpoint Capital Management LLC 214 0,47 69 -4,23
2026-02-13 13F Horizon Investment Services, LLC 1.739 0,46 583 2,64
2026-01-30 13F BancorpSouth Bank 11.735 0,70 3.934 2,88
2026-04-27 13F HB Wealth Management, LLC 8.726.405 0,90 2.662.748 -3,54
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 8.326 -51,56 2.671 -53,65
2026-01-30 13F Financial Life Advisors 728 0,00 244 2,52
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-02-13 13F Gould Asset Management Llc /ca/ 1.175 -0,84 394 1,29
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 5.782 -10,25 1.855 -14,13
2026-02-09 13F Coordinated Financial Services, Inc. 12.957 -0,89 4.344 1,26
2026-02-03 13F MPS Loria Financial Planners, LLC 693 0,29 233 2,65
2026-04-07 13F Attessa Capital LLC 1.838 -1,34 590 -5,61
2026-02-03 13F Crestwood Advisors Group LLC 19.449 -0,43 6.521 1,72
2025-11-14 13F Brass Tax Wealth Management, Inc 86.520 -0,29 28.393 7,66
2026-04-13 13F Ullmann Financial Group, Inc. 5.228 0,06 1.677 -4,28
2026-04-23 13F Northstar Asset Management Llc 76.874 2,59 24.662 -1,84
2026-04-24 13F Cyr Financial Inc. 744 239
2026-01-29 13F Atlas Legacy Advisors, LLC 13.983 10,15 4.687 12,51
2026-04-21 13F PDS Planning, Inc 26.786 2,36 8.593 -2,05
2026-02-04 13F Centric Wealth Management 8.623 76,63 2.953 80,39
2026-01-23 13F Family CFO Inc 155.086 -0,19 51.996 1,96
2026-04-09 13F Epiq Partners, Llc 1.161 0,00 372 -4,37
2026-04-27 13F Mount Yale Investment Advisors, LLC 60.216 1.442,81 19.318 1.376,83
2026-01-29 13F Klingman & Associates, LLC 44.638 -3,15 14.966 -1,06
2026-02-10 13F Charter Research & Investment Group, Inc. 1.509 0,00 506 2,02
2026-02-05 13F AlphaCore Capital LLC 95.575 28,76 32.043 31,19
2026-04-16 13F Smith, Salley & Associates 18.837 34,75 6.043 28,96
2026-01-28 13F Bedel Financial Consulting, Inc. 17.293 67,41 5.798 71,05
2026-03-27 13F Prosperity Wealth Management, Inc. 2.286 0,48 766 2,68
2026-04-17 13F Discipline Wealth Solutions, LLC 67.253 552,88 21.575 524,82
2026-04-20 13F Kearns & Associates LLC 173.616 -0,66 55.698 -4,95
2026-04-17 13F Charter Trust Co 1.668 -7,08 535 -10,98
2026-04-08 13F Arlington Trust Co LLC 193.849 1,03 62.189 -3,33
2026-02-03 13F Kingstone Capital Partners Texas, LLC 1.624 0,56 544 2,64
2026-02-17 13F Eagle Capital Management Llc 300.316 100.687
2026-02-11 13F SlateStone Wealth, LLC 3.020 3,42 1
2026-04-21 13F Financial Planning Hawaii, Inc. 26.926 1,73 8.638 -2,65
2026-04-14 13F OLIO Financial Planning 116.729 -1,69 37.448 -5,93
2026-02-13 13F Pin Oak Investment Advisors Inc 799 0,00 0 -100,00
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 5.099 -5,75 1.636 -10,85
2026-02-06 13F Texas Bank & Trust Co 2.914 0,00 977 2,09
2026-04-14 13F USA Financial Portformulas Corp 1.931 -4,83 619 -8,97
2026-02-17 13F Safe Harbor Fiduciary, LLC 1.705 -3,12 572 6,93
2026-02-09 13F Studio Investment Management Llc 16.929 -2,50 5.676 -0,67
2026-04-01 13F Beacon Financial Group 31.032 -3,60 10.404 -1,51
2026-02-17 13F Prosperity Consulting Group, LLC 10.736 67,05 3.599 70,65
2026-04-22 13F Investment Advisory Group, LLC 14.495 6,62 4.650 2,04
2026-04-24 13F Argent Advisors, Inc. 738 2,64 237 -2,07
2026-02-25 13F Tempo Wealth, LLC 4.145 1.390
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0
2026-04-22 13F Rolek Wealth Management LLC 27.512 7,25 8.826 2,63
2026-04-08 13F Sax Wealth Advisors, Llc 35.300 -0,26 11.835 -0,25
2026-01-16 13F Life Planning Partners, Inc 23.760 -15,74 7.966 -13,92
2026-02-09 13F Fidelis Capital Partners, LLC 7.309 147,43 2.451 152,84
2026-04-13 13F Invariant Investment Management 1.272 0,32 427 -1,84
2026-02-04 13F Hallmark Capital Management Inc 110 0,00 37 0,00
2026-02-11 13F Modus Advisors, LLC 35.571 -0,52 11.926 1,63
2026-02-11 13F Lyell Wealth Management, Lp 1.652 -0,66 554 1,47
2026-04-09 13F Central Valley Advisors, Llc 919 5,63 295 1,03
2026-04-23 13F Mayflower Financial Advisors, LLC 19.130 -0,58 6.137 -4,88
2026-04-10 13F Northside Capital Management, LLC 1.880 0,00 603 -4,29
2026-04-16 13F Vested Financial Planning, LLC 4.416 0,00 1.417 -4,32
2026-04-17 13F Webster Bank, N. A. 37.467 -1,94 12.020 -6,17
2026-04-20 13F Jfs Wealth Advisors, Llc 48.812 -0,07 15.659 -4,38
2025-11-07 13F Morris Retirement Advisors, LLC 0 -100,00 0
2026-04-10 13F RTD Financial Advisors, Inc. 6.189 2,31 1.985 -2,07
2026-02-11 13F Delphi Financial Group, Inc. 41.400 239,85 13.880 247,26
2026-04-23 13F Moss Adams Wealth Advisors LLC 1.259.916 3,15 404.194 -1,30
2026-02-05 13F Center for Financial Planning, Inc. 7.965 3,74 2.670 5,99
2026-01-27 13F TD Waterhouse Canada Inc. 46.643 -3,03 15.636 -1,35
2026-04-10 13F Sar Wealth Management Group, Llc 55.742 -0,58 17.883 -4,87
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 35 0,00 11 -9,09
2026-02-04 13F Advisor OS, LLC 54.168 -3,51 18.161 -1,42
2026-02-09 13F LongView Asset Management LLC 630 0,00 211 2,43
2026-02-10 13F CFS Investment Advisory Services, LLC 11.800 121,68 3.956 122,75
2026-04-15 13F Arch Global Advisors, LLC 771 247
2026-02-02 13F Nicholas Hoffman & Company, LLC. 207.371 11,17 69.525 13,57
2026-04-08 13F Capital Advisors Wealth Management, LLC 17.920 2,29 5.749 -2,13
2026-02-17 13F Valley Financial Group, Inc. 10.143 -32,90 3.400 -31,45
2026-02-05 13F Avantax Planning Partners, Inc. 10.834 -0,28 3.632 1,88
2026-04-27 13F Marotta Asset Management 9.461 -3,73 3.058 -7,19
2026-04-24 13F Mills Wealth Advisors LLC 2.440 -55,50 783 -57,45
2026-04-02 13F Crumly & Associates Inc. 837 7,86 269 3,08
2026-02-17 13F Cornerstone Wealth Partners, LLC 0 0
2026-04-27 13F F&V Capital Management, LLC 3.859 -62,59 1 -66,67
2026-02-10 13F Sequent Asset Management, LLC 3.890 71,14 1.304 43.366,67
2026-04-13 13F Buska Wealth Management, LLC 1.642 0,00 527 -4,36
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-02-02 13F Golden Road Advisors Llc 4.750 11,06 1.593 13,47
2026-04-03 13F Rise Advisors, LLC 1.054 56,85 341 51,11
2026-04-16 13F Sweeney & Michel, Llc 3.598 0,28 1.219 -0,57
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 800 0,00 268 2,29
2026-02-06 13F First Business Financial Services, Inc. 788.902 -2,26 264.495 -0,14
2026-04-16 13F Annex Advisory Services, LLC 119.991 -2,56 38.494 -6,76
2026-02-12 13F Keel Point, LLC 14.249 10,93 4.777 13,33
2026-02-13 13F Ausdal Financial Partners, Inc. 26.781 1,60 8.979 3,79
2026-02-12 13F Glaxis Capital Management, LLC 1.875 74,42 629 78,41
2026-02-13 13F Saxon Interests, Inc. 24.961 -2,10 8.369 3,16
2026-02-02 13F Sachetta, LLC 1.108 -28,15 371 -26,68
2026-04-10 13F Novem Group 9.947 -1,66 3.191 -5,90
2026-02-13 13F Neuberger Berman Group LLC 19.112 4,61 6.408 6,87
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 2.079.849 -1,28 697 0,87
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0
2026-04-24 13F Mann Financial Group, Inc. 665 0,00 213 -4,05
2026-04-13 13F John W. Brooker & Co., CPAs 1.345 0,00 431 -4,22
2026-03-25 13F Mission Financial Group, LLC 21.085 7.069
2026-04-22 13F TruNorth Capital Management, LLC 13.327 -6,13 4.275 -10,19
2026-02-10 13F Bridges Investment Management Inc 8.499 58,45 2.849 61,88
2026-04-21 13F FSA Investment Group, LLC 826 0,24 265 -3,99
2026-04-01 13F Beacon Wealthcare LLC 451.671 -2,94 144.900 -7,13
2026-01-22 13F Willis Investment Counsel 1.293 56,92 434 60,37
2026-04-13 13F IFP Advisors, Inc 52.939 -2,03 16.983 -6,25
2026-04-21 13F Beaumont Asset Management, L.L.C. 7.002 -1,21 2.246 -5,47
2026-02-13 13F Cynosure Management, Llc 13.152 -0,95 4.409 1,19
2026-04-16 13F Ironwood Financial, llc 38.733 5,93 12.426 -0,92
2026-04-07 13F Anderson Hoagland & Co 10.412 -48,57 3.340 -50,79
2026-01-15 13F Range Financial Group LLC 1.443 484
2026-04-22 13F Omnitrust Wealth Management, Inc 0 -100,00 0
2026-02-06 13F Auxano Advisors, LLC 787 -2,36 264 -0,38
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.248 59,39 400 52,67
2026-04-20 13F Cottage Street Advisors LLC 673 6,32 216 1,89
2026-02-13 13F Ally Invest Advisors Inc. 6.749 18,53 2.263 21,09
2025-11-12 13F Palo Alto Wealth Advisors, Llc 1.573 12,52 528 23,94
2026-02-17 13F Donalies Financial Planning, LLC 13.273 4.450
2026-01-23 13F Peak Financial Management, Inc. 93.095 -2,25 31.212 -0,13
2026-01-21 13F Walkner Condon Financial Advisors LLC 10.688 -4,35 3.583 -2,29
2026-04-09 13F Curated Wealth Partners LLC 4.315 0,05 1.384 -4,22
2026-04-24 13F Berkeley, Inc 4.517 8,01 1.449 3,35
2026-04-23 13F Drucker Wealth 3.0, LLC 51.753 -1,21 16.603 -5,47
2026-02-09 13F Cary Street Partners Financial Llc 125.790 17,78 42.174 20,33
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 11 -93,04 4 -94,12
2026-02-05 13F Plante Moran Financial Advisors, LLC 19.599 1,28 6.571 3,48
2026-04-13 13F Arkansas Financial Group, Inc. 652 218
2026-02-13 13F Becker Capital Management Inc 269.838 1,44 90.469 3,35
2026-02-13 13F Safeguard Investment Advisory Group, LLC 1.892 -13,05 634 -11,08
2026-02-09 13F Diversified Portfolios, Inc. 458.478 3,35 153.714 5,59
2026-01-26 13F American Wealth Advisors, LLC 11.139 1,68 3.735 3,87
2026-01-30 13F Oakwell Private Wealth Management, LLC 540.662 4,65 181.268 6,92
2026-01-20 13F Coign Capital Advisors LLC 1.773 -0,23 594 1,89
2026-02-12 13F Azimuth Capital Investment Management LLC 41.760 5,07 14.001 7,34
2026-04-01 13F Vigilare Wealth Management 1.482 17,25 475 12,29
2026-02-11 13F Lowe Brockenbrough & Co Inc 3.209 0,03 1.076 2,19
2026-04-21 13F Tritonpoint Wealth, Llc 4.489 -48,73 1.440 -50,94
2026-02-13 13F VPR Management LLC 40.800 0,00 13.679 2,17
2026-01-16 13F First Community Trust Na 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 81.346 5,58 26.097 1,03
2026-04-16 13F Tandem Capital Management Corp /adv 3.130 6,14 1.004 1,62
2026-04-03 13F Coastline Trust Co 55.955 2,04 17.951 -2,36
2026-01-27 13F Pavion Blue Capital, LLC 983 0,00 330 2,17
2026-04-23 13F Forum Financial Management, LP 57.617 -0,76 18.484 -5,04
2026-02-09 13F Summit Asset Management, LLC 4.681 0,58 1.569 2,75
2026-04-20 13F Tranquility Partners, LLC 1.010 0,00 324 -4,14
2026-04-06 13F Highline Wealth Partners Llc 8.449 10,53 2.711 5,78
2026-04-08 13F Clarus Wealth Advisors 9.213 1,77 2.998 -3,26
2026-04-14 13F Juncture Wealth Strategies, Llc 4.793 -6,15 1.538 -10,22
2026-02-02 13F McCarthy Grittinger Financial Group, LLC 2.238 -1,19 750 0,94
2026-04-24 13F Charter Oak Capital Management, LLC 12.619 1,83 4.048 -2,55
2026-02-10 13F Bnp Paribas Arbitrage, Sa 4.133 -70,33 1.386 -69,69
2026-01-23 13F Axos Invest Inc. 103.355 -27,87 34.652 -26,31
2026-01-22 13F True North Advisors, LLC 21.241 7.122
2026-04-20 13F KFA Private Wealth Group, LLC 7.643 3,79 2.452 -0,69
2026-02-13 13F Citigroup Inc 400.528 -50,67 134.285 -49,61
2026-04-22 13F LifeSteps Financial, Inc. 971 0,21 312 -4,01
2026-02-20 13F Verus Advisory, Inc. 133.330 45.044
2026-01-23 13F Tyche Wealth Partners LLC 11.879 0,72 3.983 2,89
2026-01-21 13F Provident Living Financial Services, Inc. 14.987 5.025
2026-04-08 13F Whitcomb & Hess, Inc. 1.814 0,00 582 -6,44
2025-11-03 13F DSG Capital Advisors, LLC 0 -100,00 0
2026-02-05 13F Sound Portfolio Advisors, LLC 72.864 24.429
2026-02-09 13F Valtinson Bruner Financial Planning LLC 7.363 0,26 2.469 2,41
2026-03-27 13F Fell Capital Management /adv 806 270
2026-04-10 13F Level Financial Advisors, Inc. 22.218 6,12 7.128 1,54
2026-04-22 13F Jim Saulnier & Associates, Llc 13.996 87,29 4.490 79,20
2026-01-26 13F Reyes Financial Architecture, Inc. 3.542 0,00 1.188 2,15
2026-02-05 13F Stonebridge Financial Planning Group, LLC 807 -2,42 270 -0,37
2026-02-05 13F Arrow Financial Corp 1.378 0,00 462 2,21
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-04-14 13F Clean Yield Group 738 -9,11 237 -13,24
2026-02-17 13F Signal Tree Financial Partners Llc 11.502 -0,39 3.856 1,42
2026-04-22 13F Rainey & Randall Investment Management Inc. 779 -4,88 250 -8,76
2026-04-24 13F Wealth Care LLC 30.064 9.645
2026-02-12 13F Marex Group plc 16.187 -1,09 5.427 1,06
2026-02-17 13F Laird Norton Trust Company, Llc 720.206 434,78 241.463 444,85
2026-02-20 13F SB Capital Management Inc 1.400 469
2026-04-27 13F Forte Asset Management Llc 1.080 0,00 346 -4,42
2026-04-08 13F Parisi Gray Wealth Management 63.457 -0,56 20.358 -4,85
2026-04-17 13F Swp Financial Llc 777 -18,55 249 -21,94
2026-04-13 13F Advocate Group Llc 18.129 -1,16 5.816 -5,42
2026-04-24 13F True Blue Financial, LLC 648 0,00 208 -4,61
2026-04-22 13F Pinnacle Bancorp, Inc. 11.279 1,09 3.618 -3,26
2026-02-12 13F M1 Capital Management LLC 2.512 -0,83 842 1,32
2026-01-14 13F Clarius Group, LLC 185.545 0,10 62.208 2,27
2026-02-06 13F Axxcess Wealth Management, Llc 828.275 1.590,91 277.698 1.627,51
2026-02-17 13F Matters Capital Llc 953 320
2026-04-08 13F Spinnaker Investment Group, LLC 6.434 -49,57 2.064 -51,74
2026-04-17 13F Gibson Capital, LLC 851.601 -1,08 273.202 -5,34
2026-02-10 13F Wrenne Financial Planning LLC 156.885 3,46 52.599 5,70
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 8.816 1,07 2.828 -3,28
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-01-29 13F Rockwood Wealth Management, LLC 17.073 -0,58 5.724 1,58
2026-04-22 13F Abundance Wealth Counselors 22.857 32,37 7.333 26,65
2026-04-16 13F Warren Street Wealth Advisors, LLC 1.644 3,79 527 -0,57
2026-04-21 13F Creative Capital Management Investments LLC 4.830 -0,19 1.550 -4,50
2026-04-21 13F Creekside Partners 14.037 41,10 4.503 35,02
2026-02-11 13F Arrowroot Family Office, LLC 28.993 3,93 9.720 6,18
2026-04-16 13F Greenfield Savings Bank 8.581 1,76 2.753 -2,65
2026-02-11 13F Parallel Advisors, LLC 149.456 0,17 50.144 2,41
2026-02-09 13F St. Louis Trust Co 236.631 0,28 79.335 2,45
2026-02-12 13F Concorde Asset Management, LLC 790 -21,94 265 -20,72
2026-04-08 13F Beacon Financial Strategies CORP 96.966 -3,17 31.108 -7,35
2026-01-30 13F 5th Street Advisors, LLC 59.463 -2,79 19.936 -0,69
2026-02-11 13F GFS Advisors, LLC 49.502 16.597
2026-04-17 13F New Covenant Trust Company, N.A. 47.082 -1,03 15.104 -5,59
2026-02-13 13F Cape Cod Five Cents Savings Bank 1.183 0,00 335 0,00
2026-02-17 13F Vines Capital Management, LLC 1.143 383
2026-04-07 13F Farther Finance Advisors, LLC 222.568 14,69 71.943 10,57
2026-02-17 13F KM Capital Management Ltd. 739 0,41 248 2,49
2026-01-26 13F Whittier Trust Co Of Nevada Inc 20.379 65,21 6.954 70,84
2026-02-12 13F Triumph Capital Management 6.885 3,96 2.308 6,21
2026-02-17 13F Chilton Investment Co Llc 44.514 -0,58 14.924 1,57
2026-02-17 13F Cdkv Holdings Llc 2.297 770
2026-04-22 13F Bay Capital Advisors, LLC 1.449 -50,02 465 -52,21
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-01-13 13F Ferguson Wellman Capital Management, Inc 30.946 5,82 10.375 8,12
2026-01-22 13F Washburn Capital Management, Inc. 100.428 0,38 33.670 2,56
2026-02-06 13F Transce3nd, LLC 1.212 -5,39 416 30,41
2026-02-06 13F Lutz Financial Services LLC 3.513 -0,62 1.178 1,47
2026-01-23 13F HBW Advisory Services LLC 13.479 14,84 4.519 17,35
2026-01-28 13F Harbour Trust & Investment Management Co 2.292 -1,29 768 0,79
2026-04-16 13F Park National Corp /oh/ 50.351 3,41 16.153 -1,04
2026-04-20 13F Longview Financial Advisors LLC 1.958 -3,97 628 -8,05
2026-02-10 13F Natixis Advisors, L.p. 117.904 50,98 40 56,00
2026-02-13 13F Smartleaf Asset Management LLC 32.085 128,72 10.840 136,27
2026-04-24 13F Zwj Investment Counsel Inc 1.334 43,60 428 37,30
2026-04-16 13F Capstone Wealth Management Group LLC 794 0,00 255 -4,51
2026-04-08 13F Woodstock Corp 1.012 -7,07 325 -11,23
2026-04-17 13F Richards, Merrill & Peterson, Inc. 700 -4,50 224 -8,57
2026-01-29 13F Comerica Bank 283.195 -2,09 94.947 0,03
2026-02-09 13F Fedenia Advisers LLC 1.034 347
2026-02-14 13F Berkshire Asset Management Llc/pa 728 0,00 244 2,52
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 1.744 -3,81 559 -7,91
2026-04-21 13F Kingsman Wealth Management, Inc. 3.118 0,32 1.000 -4,03
2026-01-21 13F Culbertson A N & Co Inc 38.671 -1,84 12.965 0,29
2026-01-09 13F Carr Financial Group Corp 48.579 -2,34 16.287 -0,23
2026-02-06 13F Global Retirement Partners, LLC 97.650 -4,68 32.739 -2,62
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-02-10 13F Lido Advisors, LLC 451.913 1,20 148.985 1,39
2026-01-21 13F Base Wealth Management LLC 6.229 -9,95 2.088 -7,98
2026-02-13 13F/A Abound Financial, Llc 992 0,00 333 2,15
2026-01-23 13F Nbt Bank N A /ny 10.266 121,68 20.808 11,80
2026-01-29 13F IMC-Chicago, LLC 13.599 4.559
2026-04-22 13F Keenan, LLC 632 -0,16 203 -4,72
2026-04-27 13F Ethic Inc. 1.150 -15,75 369 -19,47
2026-04-23 13F Cornerstone Wealth Management, LLC 52.139 -3,56 16.727 -7,72
2026-02-13 13F Colony Group, LLC 2.549.585 44,51 854.782 46,91
2025-11-14 13F STAR Financial Bank 0 -100,00 0
2026-04-14 13F HMV Wealth Advisors, LLC 41.015 5,35 13.158 0,81
2026-04-22 13F Aspire Capital Advisors LLC 4.599 1,77 1.476 -2,64
2026-04-27 13F Baer Investment Advisory LLC 10.692 3.430
2026-01-26 13F Red Mountain Financial, LLC 1.755 -0,68 588 1,55
2025-11-05 13F Sensible Financial Planning & Management, LLC. 79.427 0,02 26.066 7,99
2026-02-17 13F Ehrenkranz Partners L.P. 1.304 0,46 437 2,58
2026-01-20 13F Sovran Advisors, LLC 5.071 -16,92 1.735 -14,96
2026-04-27 13F Transcendent Capital Group LLC 1.942 -6,45 623 -10,49
2026-01-21 13F Intrinsic Value Partners, LLC 2.376 -3,26 797 -1,12
2026-04-15 13F City Holding Co 15.452 -0,78 4.957 -5,08
2026-02-09 13F Kingsview Wealth Management, LLC 38.407 18,91 12.877 21,48
2026-01-23 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-04-16 13F Lifelong Wealth Advisors, Inc. 788 31,11 253 25,37
2026-02-17 13F Vista Investment Management 4.694 -0,30 1.574 1,81
2026-02-17 13F Steffes Financial, Ltd. 1.702 571
2026-04-17 13F Guyasuta Investment Advisors Inc 17.844 -15,29 5.724 -18,95
2026-04-08 13F Evanson Asset Management, LLC 163.814 0,54 52.553 -3,79
2026-04-22 13F Ifrah Financial Services, Inc. 2.551 0,00 818 -4,33
2026-04-13 13F Gibraltar Capital Management, Inc. 52.705 0,14 16.908 -4,18
2026-04-22 13F Integrated Wealth Management 1.475 -19,22 473 -22,71
2026-02-06 13F VSM Wealth Advisory, LLC 47.226 -0,93 15.834 1,21
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-01-28 13F Absher Wealth Management, Llc 921 1,10 309 3,36
2026-02-03 13F Ballentine Partners, LLC 5.658.856 -6,95 1.897.245 -4,94
2026-01-21 13F Martel Wealth Advisors Inc 2.554 -0,08 856 2,15
2026-02-03 13F Garner Asset Management Corp 29.925 2,41 10.033 4,55
2026-04-17 13F Summit Wealth Partners, LLC 3.311 -3,02 1.062 -7,17
2026-04-15 13F Uncommon Cents Investing LLC 778 0,00 250 -4,23
2026-02-10 13F Allen Investment Management LLC 598.163 -1,71 200.546 0,42
2026-04-15 13F Professional Advisory Services Inc 11.260 0,00 4 0,00
2026-02-11 13F Winnow Wealth Llc 514 43,98 173 47,01
2026-02-04 13F Objective Capital Management, LLC 5.272 0,02 1.767 2,20
2026-01-22 13F Cascade Investment Group, Inc. 71.271 -0,86 23.895 1,28
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 2.065 -6,26 693 -4,29
2026-02-12 13F Tandem Wealth Advisors LLC 12.584 -1,66 4.219 0,48
2026-01-20 13F Wall Street Access Asset Management, LLC 3.774 36,54 1.265 39,47
2026-04-24 13F Bull Street Advisors, LLC 1.399 -82,05 0 -100,00
2026-02-11 13F Legacy Capital Wealth Management, Llc 1.834 85,07 615 113,94
2026-02-11 13F Liberty Square Wealth Partners Llc 3.664 -0,41 1.228 1,74
2026-02-17 13F Price T Rowe Associates Inc /md/ 1.565 0,00 1
2026-02-13 13F Sei Investments Co 585.375 6,32 196.259 8,62
2026-02-12 13F Bradley Foster & Sargent Inc/ct 40.925 -1,29 13.721 0,85
2026-04-21 13F Laurel Oak Wealth Management, Llc 12.827 1,81 4.115 -2,58
2026-04-07 13F Eastern Bank 31.735 -4,12 10.181 -8,26
2026-02-17 13F Maripau Wealth Management Llc 10.784 54,08 3.596 56,58
2026-02-13 13F Battery Global Advisors, LLC 0 -100,00 0
2026-01-21 13F Hrc Wealth Management, Llc 1.910 -0,31 640 1,91
2026-04-27 13F Syntegra Private Wealth Group, LLC 19.501 0,25 6.256 -4,08
2026-04-15 13F Wealthcare Capital Partners, LLC 68.686 -2,43 22.035 -6,64
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-02-02 13F Headinvest, Llc 47.205 2,10 15.826 4,30
2026-04-23 13F Fairway Wealth LLC 11.932 0,47 3.828 -3,84
2026-02-12 13F First Financial Bankshares Inc 1.660 0,00 557 2,21
2026-02-12 13F Woodley Farra Manion Portfolio Management Inc 1.391 0,36 466 2,19
2026-02-06 13F Red Wave Investments LLC 139.064 -0,41 46.624 1,75
2026-01-16 13F Omnia Family Wealth, LLC 326.639 -0,38 109.512 1,49
2026-02-11 13F Allianz Asset Management GmbH 9.780 0,00 3.279 2,15
2026-04-16 13F Sheets Smith Wealth Management 7.472 96,06 2.397 87,71
2026-02-11 13F FLC Capital Advisors 7.003 -2,04 2.348 0,04
2026-01-23 13F Natural Investments, Llc 1.622 1
2026-02-09 13F Firestone Capital Management 77.577 -0,10 26.009 2,06
2025-11-13 13F Diametric Capital, LP 0 -100,00 0
2026-01-08 13F Gryphon Financial Partners LLC 113.430 -1,04 38.030 1,10
2026-04-22 13F Sendero Wealth Management, LLC 582.137 0,48 186.755 -3,85
2026-04-23 13F Mad River Investors 8.800 -27,40 2.823 -30,54
2026-04-16 13F Monarch Capital Management Inc/ 806 0,00 259 -4,44
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-14 13F BSW Wealth Partners 26.132 -1,49 8.383 -5,75
2026-04-22 13F Gerber, Llc 14.464 0,01 4.640 -4,31
2026-01-16 13F Trust Co Of Vermont 29.870 14,05 10.015 16,52
2026-02-13 13F Boston Family Office Llc 32.342 2,36 11 0,00
2026-02-11 13F Ameritas Investment Partners, Inc. 647 217
2026-02-12 13F Sand Hill Global Advisors, LLC 20.477 -1,92 6.865 0,20
2026-01-16 13F Beaumont Financial Advisors, LLC 11.521 -0,32 3.863 1,82
2026-02-13 13F Parker Investment Management, LLC 2.122 -6,35 712 -4,31
2026-02-17 13F Carret Asset Management, Llc 1.045 0,00 350 2,34
2026-03-04 13F Henson-Edgewater Management, LLC 63.402 21.257
2026-02-04 13F Fusion Capital, LLC 1.694 -0,35 568 -0,35
2026-04-23 13F TFC Financial Management 6.580 11,68 2.111 6,84
2026-04-27 13F Symmetry Partners, LLC 37.701 -10,20 12.095 -14,08
2026-01-28 13F Omega Financial Group, LLC Call 0 -100,00 0
2026-01-28 13F Omega Financial Group, LLC 0 -100,00 0
2026-02-11 13F Gateway Wealth Partners, LLC 28.838 23,33 9.668 26,00
2026-04-21 13F Hudson Oak Wealth Advisory LLC 821 0,00 263 -4,36
2025-11-13 13F AlphaStar Capital Management, LLC 0 -100,00 0 -100,00
2026-02-02 13F Souders Financial Advisors 1.022 0,00 343 2,09
2026-02-06 13F Midwestern Financial, LLC /IA 13.118 -16,75 4.398 -14,95
2026-02-12 13F Gould Capital, LLC 5 0,00 2 0,00
2026-02-03 13F Fsb Premier Wealth Management, Inc. 1.029 0,00 345 2,08
2026-02-12 13F Circle Wealth Management, LLC 258.479 -0,41 86.660 1,74
2026-01-14 13F Hourglass Capital, Llc 5.059 0,00 1.696 2,17
2026-02-17 13F Zacks Investment Management 5.612 5,69 1.881 7,98
2026-04-22 13F Straight Path Wealth Management 957 -0,42 307 -4,66
2026-01-21 13F Brooklyn FI, LLC 149.361 7,84 50.076 9,67
2026-02-14 13F Pointe Capital Management LLC 3.455 22,69 1.158 25,32
2026-04-13 13F Massmutual Trust Co Fsb/adv 10.979 -36,52 3.522 -39,25
2026-01-29 13F McGowan Group Asset Management, Inc. 865 0,00 290 2,47
2026-04-20 13F Legal Advantage Investments, Inc. 14.049 -4,42 4.507 -8,54
2026-01-21 13F V2 Financial group LLC 4.210 16,94 1.412 19,48
2026-02-09 13F Mmbg Investment Advisors Co. 880 295
2026-01-28 13F Lebenthal Global Advisors, LLC 41.038 36,76 13.759 39,72
2026-02-06 13F Entrust Financial Llc 60.748 20.367
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-04-15 13F Trust Point Inc. 34.175 -0,48 10.964 -4,77
2026-02-13 13F Stifel Financial Corp 734.559 1,59 246.277 3,79
2026-02-12 13F Strata Wealth Advisors, LLC 1.741 -18,83 584 -17,07
2026-04-20 13F Global Financial Private Client, LLC 4.129 0,00 1.325 -4,34
2026-01-30 13F Spreng Capital Management, Inc. 2.859 -0,35 959 1,81
2026-01-27 13F Evergreen Capital Management Llc 18.117 -1,54 6.074 0,33
2026-01-26 13F Roof Eidam & Maycock/adv 9.964 1,40 3.341 3,60
2026-04-21 13F Delap Wealth Advisory, Llc 37.380 4,94 11.992 0,42
2026-02-12 13F Fiduciary Group LLC 11.895 -3,18 3.988 -1,09
2026-04-22 13F Independence Asset Advisors, LLC 49.278 9,58 15.809 4,86
2026-02-09 13F Premier Financial Group 299 101
2026-03-09 13F Lifetime Wealth Management P.C. 52 1.769
2025-11-04 13F Gibbs Wealth Management 0 -100,00 0 -100,00
2026-01-23 13F Cura Wealth Advisors, Llc 7.560 7,71 2.535 10,03
2026-02-11 13F First American Trust, Fsb 6.265 2.100
2026-02-05 13F ORBA Wealth Advisors, L.L.C. 6.483 0,00 2.174 2,16
2025-11-14 13F RW Investment Management LLC 461.768 -6,39 151.539 1,07
2026-04-27 13F Directional Asset Management 639 2,08 205 -2,39
2026-02-13 13F Kirtland Hills Capital Management, Llc 3.840 51,84 1.287 55,25
2026-02-11 13F Mandatum Life Insurance Co Ltd 628 0,00 211 1,94
2026-01-23 13F Transcend Wealth Collective, Llc 13.243 -55,58 4.440 -54,63
2026-04-27 13F Integrity Wealth Partners, LLC 8.094 2.596
2026-02-17 13F Chicago Wealth Management, Inc. 1.991 3,00 668 5,21
2026-02-17 13F Bienville Capital Management, LLC 2.463 0,00 826 1,85
2026-02-10 13F Disciplined Investors, L.L.C. 4.135 -0,36 1.386 1,84
2026-02-17 13F Two Sigma Investments, Lp 303.679 -51,04 101.814 -49,98
2026-01-13 13F NerdWallet Wealth Partners, LLC 38.420 -0,31 12.881 1,85
2026-02-13 13F Fiduciary Trust Co 61.717 -3,88 20.692 -1,80
2026-04-03 13F Hickory Point Bank & Trust 15 5
2026-04-17 13F Watershed Private Wealth Llc 7.623 -0,64 2.446 -4,94
2026-04-15 13F Silverlake Wealth Management Llc 8.655 -1,46 2.776 -5,71
2026-04-14 13F Baldwin Brothers Inc/ma 1.440 -27,35 462 -30,57
2026-03-04 13F Stenger Family Office, LLC 2.359 -5,11 791 -5,73
2026-02-11 13F Private Management Group Inc 1.063 14,79 356 17,49
2026-04-27 13F BIP Wealth, LLC 334.403 -2,81 107.280 -7,00
2026-02-17 13F Brooks, Moore & Associates, Inc. 0 -100,00 0
2026-02-10 13F Riverpoint Wealth Management Holdings, LLC 814 0,62 273 2,64
2026-04-14 13F Northwest Wealth Management, Llc 79.533 0,13 25.515 -4,19
2026-02-13 13F Evelyn Partners Asset Management Ltd 2.560 -4,69 858 -2,61
2026-02-13 13F Haverford Trust Co 241.553 2,07 80.985 4,28
2026-04-01 13F Helen Stephens Group, LLC 5.579 19,46 1.790 14,31
2026-02-03 13F K.J. Harrison & Partners Inc 0 -100,00 0 -100,00
2026-01-23 13F Curtis Advisory Group, LLC 7.137 -4,01 2.393 -1,93
2026-01-26 13F Heritage Wealth Architects, Inc. 11.653 0,26 3.969 4,04
2026-04-08 13F Holos Integrated Wealth LLC 5.654 282.600,00 1.840
2026-02-06 13F Rockport Wealth LLC 964 -8,63 323 -6,65
2026-02-13 13F S&t Bank/pa 9.397 0,00 3.151 2,17
2026-02-03 13F Ballast, Inc. 3.871 258,43 1.298 266,38
2026-02-11 13F Atlantic Private Wealth, LLC 52.176 -4,82 17.493 -2,76
2026-04-17 13F Wealthbridge Capital Management, Llc 14.766 -1,33 4.737 -5,60
2026-02-04 13F Investment Advisory Services Group LLC 9.294 3.116
2026-02-10 13F Godfrey Financial Associates, Inc. 535 1
2026-04-09 13F CRA Financial Services, LLC 65.324 34,48 20.956 28,67
2026-02-05 13F Chancellor Financial Group WB LP 2.225 0,00 746 2,19
2026-01-20 13F Alpha Financial Advisors, LLC 1.926 646
2026-01-27 13F Elevated Capital Advisors, LLC 2.614 27,64 877 30,55
2026-04-21 13F E&G Advisors, LP 1.427 74,66 458 67,40
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-13 13F Gateway Investment Advisers Llc 6.323 -6,01 2.029 -10,07
2026-04-13 13F Newman Dignan & Sheerar, Inc. 1.290 -4,66 414 -8,83
2026-04-24 13F National Asset Management, Inc. 24.651 -13,30 7.683 -19,41
2026-01-22 13F Hager Investment Management Services, Llc 2.148 0,00 720 2,27
2026-02-04 13F Bailard, Inc. 202.079 -1,86 67.751 0,27
2026-02-05 13F Evergreen Wealth Partners LLC 1.746 586
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-04-15 13F Archford Capital Strategies, LLC 3.547 22,65 1.138 17,34
2026-04-16 13F Friday Financial 16.571 0,15 5.316 -4,16
2026-02-17 13F Miller Capital Partners, Inc. 4.911 1.647
2026-04-14 13F Plancorp, LLC 1.119.760 8,77 375.175 8,70
2026-02-11 13F Alteri Wealth LLC 1.132 2,72 380 4,99
2026-01-26 13F Fee-Only Financial Planning, L.C. 9.151 0,38 3.068 2,57
2026-04-22 13F Hurlow Wealth Management Group, Inc. 17.697 0,08 5.678 -4,23
2026-02-05 13F Tilson Financial Group, Inc. 1.845 0,05 618 2,15
2026-02-09 13F Accent Capital Management, LLC 6.685 4,00 2.241 5,96
2026-04-17 13F Novare Capital Management Llc 1.599 -20,45 513 -23,92
2026-04-20 13F Godsey & Gibb Associates 383 20,06 123 15,09
2026-02-02 13F Mutual Advisors, LLC 89.637 3,52 30.053 4,85
2026-04-24 13F Saxony Capital Management, LLC 1.087 0,00 349 -4,40
2026-04-22 13F Janney Montgomery Scott LLC 230.812 4,47 74 0,00
2026-04-23 13F Triad Investment Management 762 259
2026-01-13 13F Waller Financial Planning Group, Inc 0 -100,00 0
2026-02-06 13F Intellus Advisors LLC 7.033 -0,31 2.358 1,81
2026-02-12 13F Providence Capital Advisors, LLC 4.486 -1,69 1.504 0,47
2026-04-27 13F S.A. Mason LLC 28.481 1,34 9.137 -3,04
2026-04-17 13F RFG Advisory, LLC 45.972 17,22 14.748 12,17
2026-04-14 13F Approach Retirement Advisors, LLC 2.370 12,59 760 7,80
2026-04-22 13F Capital Investment Management, Inc. 5.815 1,66 1.866 -2,71
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 4.427 4,81 1 0,00
2026-04-24 13F Black Swift Group, LLC 700 -16,86 225 -20,57
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 84.179 -0,10 28 3,70
2026-02-13 13F Arkadios Wealth Advisors 96.334 25,92 32.298 28,64
2026-04-09 13F Wedmont Private Capital 475.275 11,60 158.599 9,51
2026-02-13 13F Oxford Financial Group Ltd 795.893 -7,31 266.839 -5,30
2026-02-12 13F Federation des caisses Desjardins du Quebec 44.082 0,01 14.779 2,18
2026-04-15 13F Retirement Investment Advisors, Inc. 1.929 0,00 647 0,00
2026-01-27 13F Busey Wealth Management 317.120 1,19 106.321 3,38
2026-04-10 13F Financial Partners Group, Inc 1.595 -9,12 512 -14,41
2026-01-29 13F Global Strategic Investment Solutions, LLC 1.613 0,31 541 2,47
2026-04-08 13F Gainplan LLC 1.069 0,00 343 -4,47
2026-04-20 13F Williams & Novak, LLC 1.128 -46,92 365 -48,88
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GB:0LOS 350,54 $
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