Grundlæggende statistik
| Institutionelle ejere | 2689 total, 2683 long only, 0 short only, 6 long/short - change of 6,39% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3589 % - change of 1,75% MRQ |
| Institutionelle aktier (lange) | 592.913.732 (ex 13D/G) - change of 28,86MM shares 5,11% MRQ |
| Institutionel værdi (lang) | $ 109.110.275 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Value ETF (US:VTV) har 2689 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 592,913,732 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, Align Financial, LLC, LPL Financial LLC, Raymond James Financial Inc, and Wells Fargo & Company/mn .
Vanguard Index Funds - Vanguard Value ETF (ARCA:VTV) 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 203,53 / share. Previously, on April 28, 2025, the share price was 165,29 / share. This represents an increase of 23,14% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-13 | 13F | Argentarii, LLC | 3.272 | 6,34 | 625 | 8,90 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 171 | 0,00 | 33 | 3,23 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 58.892 | -10,23 | 11.555 | -7,77 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 6.092 | -4,98 | 1.163 | -2,68 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 564.272 | 2,61 | 107.770 | 5,09 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 2.130 | 407 | ||||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 1.699 | -1,91 | 338 | 3,69 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 99.977 | 2,55 | 19.095 | 5,03 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 29.865 | 1,54 | 5.704 | 3,97 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 22.944 | 1,65 | 4.382 | 4,11 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 18.629 | -0,36 | 3.558 | 2,07 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 3.040 | 581 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 19.405 | 1,82 | 3.706 | 4,28 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 1.312 | 0,00 | 251 | 2,46 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 113.007 | 0,72 | 22.172 | 3,47 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 6.552 | 0,18 | 1.251 | 2,63 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.232 | 617 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 228 | 240,30 | 44 | 258,33 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.372 | 39,78 | 465 | 45,31 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 3.277 | 5,47 | 643 | 8,26 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 246.498 | 0,45 | 48.363 | 3,19 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 2.626 | -0,64 | 515 | 2,18 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 3.381 | 0,00 | 675 | 7,14 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 3.000 | 1 | ||||||
| 2026-04-20 | 13F | 25 Llc | 138.655 | 1,65 | 27.204 | 4,43 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.618 | -4,43 | 317 | -1,86 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 14.201 | -4,56 | 2.712 | -2,24 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 98.733 | -1,12 | 19.371 | 1,57 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 79.037 | 28,57 | 15.095 | 31,67 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 82.797 | 9,74 | 15.813 | 12,39 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 13.020 | -5,64 | 2.555 | -3,07 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 617 | 12,18 | 121 | 15,24 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 20.323 | -8,12 | 3.881 | -5,92 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 5.062 | 0,00 | 993 | 2,80 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 1.861 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 369 | 0,00 | 72 | 2,86 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 30.190 | -4,93 | 5.766 | -3,14 | ||||
| 2026-02-04 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 14.700 | 177,36 | 2.808 | 184,11 | |||
| 2026-01-26 | 13F | Key Capital Management, INC | 98 | 19 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 31.500 | -4,26 | 6.016 | -1,94 | |||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 22.823 | 16,01 | 4.359 | 18,84 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 9.055 | 0,91 | 1.709 | 3,08 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 41.029 | 24,78 | 7.836 | 27,79 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 39.871 | 7.615 | ||||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 11.546 | 3,66 | 2.205 | 6,16 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 579 | 111 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 204 | 0,00 | 40 | 5,26 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 288.995 | -50,22 | 55.195 | -49,02 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 72.389 | 13.826 | ||||||
| 2026-01-27 | 13F | BankPlus Trust Department | 1.533 | 52,08 | 293 | 56,15 | ||||
| 2026-02-13 | 13F | United Bank | 16.446 | 0,00 | 3.141 | 2,41 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1.724 | 0,29 | 338 | 3,05 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 60.442 | -2,44 | 11.544 | -0,09 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 203.132 | -9,04 | 39.854 | -6,55 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 2.752 | 0,00 | 526 | 2,34 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.405 | 3,54 | 268 | 5,93 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 1.627 | 311 | ||||||
| 2026-02-17 | 13F | Graham Capital Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 4.093.400 | 5,88 | 781.799 | 8,43 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 38.834 | 1,75 | 7.417 | 4,22 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 8.258 | -6,95 | 1.577 | -4,71 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 14.469 | 2.763 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 6.198 | -2,05 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 26.349 | 10,24 | 5.032 | 12,90 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 1.558 | 298 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 17.290 | -40,21 | 3.302 | -38,81 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 8.748 | 13,79 | 1.671 | 16,54 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 2.041 | -1,64 | 390 | 0,78 | ||||
| 2026-01-30 | 13F | Vivid Wealth Management, LLC | 46.335 | 0,73 | 8.849 | 3,16 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 1.592 | 1,21 | 312 | 4,00 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 6.013 | 17,21 | 1.148 | 20,08 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | Put | 500 | -44,44 | 92 | -42,86 | |||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 9.318 | 1.780 | ||||||
| 2026-01-15 | 13F | Rebalance, Llc | 1.237 | -32,88 | 236 | -31,20 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 16.466 | -57,12 | 3.148 | -56,13 | ||||
| 2025-11-07 | 13F | Eq Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 60.368 | -2,76 | 11.530 | 1,36 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 16.318 | -0,98 | 3.176 | 2,78 | ||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 53.400 | -2,73 | 10.296 | 0,36 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.204 | 0,00 | 421 | 2,19 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 1.942 | 0,00 | 371 | 2,21 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 26.410 | 5.044 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.216 | 0,16 | 239 | 3,03 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 3.411 | 2,65 | 651 | 5,17 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 50.035 | 9.556 | ||||||
| 2026-02-13 | 13F | Boston Partners | 67.980 | 8,97 | 12.984 | 11,09 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 21.669 | 2,77 | 4.251 | 5,59 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1.103 | 37,88 | 211 | 40,94 | ||||
| 2026-02-17 | 13F/A | Beverly Hills Private Wealth, LLC | 1.488 | 0,00 | 284 | 2,53 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 4.647 | -0,56 | 912 | 2,13 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 4.893 | 0,00 | 935 | 2,41 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 9.719 | -0,37 | 1.907 | 2,31 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 5.516 | 2,36 | 1.054 | 4,88 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 3.316 | 0,97 | 633 | 3,43 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 247.174 | 6,44 | 47.208 | 9,00 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 805.934 | 153.925 | ||||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 3.185 | -7,33 | 608 | -5,00 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 54.017 | 1,49 | 10.317 | 3,94 | ||||
| 2026-04-21 | 13F | Maseco Llp | 8.040 | -0,09 | 1.577 | 2,60 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 4.569 | 0,00 | 873 | 2,35 | ||||
| 2026-01-23 | 13F | Avion Wealth | 380 | 0,26 | 0 | |||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 19 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 103.562 | -1,27 | 19.779 | 1,11 | ||||
| 2026-01-23 | 13F | Oxler Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | MidFirst Bank | 2.838 | 542 | ||||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.698 | -19,51 | 1.088 | -17,58 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 44.860 | 1,54 | 7.341 | 4,25 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 3.018 | -15,98 | 592 | -13,58 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 641.354 | -0,12 | 122.492 | 2,29 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 146.924 | 3,04 | 28.061 | 5,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.982 | -5,60 | 570 | -3,40 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 2.493 | 0,00 | 489 | 2,73 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 20.488 | 1.327,74 | 4.020 | 1.366,79 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 407.105 | -0,47 | 77.753 | 1,94 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 46.222 | -0,99 | 8.828 | 1,39 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 14.366 | 32,85 | 2.744 | 36,06 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1.931 | 0,00 | 379 | 2,72 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.706 | -0,87 | 335 | 1,83 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 6.315 | 0,00 | 1.206 | 2,46 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2.492 | 1,01 | 489 | 3,61 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 6.517 | 0,25 | 1.245 | 2,64 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 225 | 0,00 | 44 | 4,76 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 978 | 6,54 | 187 | 8,77 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 3.141 | -6,35 | 616 | -3,75 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.768 | -3,98 | 739 | -1,34 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 3.966 | 42,35 | 778 | 46,24 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 19.889 | 0,20 | 3.799 | 2,62 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 3.208 | 629 | ||||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 5.606 | 0,00 | 1.071 | 2,39 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 142.848 | -0,22 | 27.283 | 2,18 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 208 | -29,73 | 41 | -28,57 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.937 | -3,73 | 380 | -1,04 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 879 | 0,80 | 168 | 3,09 | ||||
| 2026-04-06 | 13F | CX Institutional | 92.389 | 3,03 | 18 | 5,88 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 498.199 | 5,95 | 95.151 | 8,51 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 29.449 | 10,22 | 5.778 | 13,23 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 793 | 0,38 | 0 | |||||
| 2026-04-16 | 13F | Solitude Financial Services | 1.048 | -8,63 | 212 | -3,65 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 105 | 0,00 | 20 | 5,26 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 4.107 | 1,73 | 784 | 4,26 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.356 | 4,94 | 462 | 7,94 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 1.688 | 341 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.077 | 21,25 | 408 | 24,46 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 3.255 | 3,40 | 639 | 6,16 | ||||
| 2026-02-09 | 13F | TrustBank | 5.728 | 1.094 | ||||||
| 2026-03-17 | 13F | Carter Financial, LLC | 54.411 | 10.392 | ||||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 105.077 | -5,45 | 20.616 | -2,87 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 15.788 | -30,31 | 3.098 | -28,41 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 36.694 | 366,19 | 7.008 | 377,71 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 97.500 | -10,26 | 18.183 | -5,31 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 10.865 | 1,68 | 2.075 | 4,17 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 162.991 | 23,89 | 31.979 | 27,28 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 4.352 | 0,51 | 854 | 3,27 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 132.995 | 6,62 | 26.094 | 9,52 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 1.600 | 0,00 | 314 | 2,62 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 40.025 | 28,52 | 7.853 | 32,03 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.780 | 4,43 | 545 | 7,28 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 3.302 | 0,00 | 648 | 2,70 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 34.546 | 24,30 | 6.598 | 27,28 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.348 | 61,82 | 853 | 66,28 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 1.565 | 0,06 | 307 | 2,68 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 148.517 | 28.365 | ||||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 8.621 | -1,62 | 1.647 | 0,73 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 10.110 | 10,17 | 1.984 | 13,18 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 4.023 | 9,26 | 789 | 12,23 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 33.388 | 3,00 | 6.551 | 5,80 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 1.046.001 | 199.776 | ||||||
| 2026-04-06 | 13F | Gpwm Llc | 52.411 | -0,85 | 10.283 | 1,86 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 11.125 | 0,32 | 2.125 | 2,76 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 4.322 | -2,42 | 825 | 0,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 3.356 | -1,64 | 641 | 0,63 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 17.317 | 2,17 | 3.398 | 4,20 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 282.432 | 53,05 | 53.942 | 56,75 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 11.060 | 2.170 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 4.943 | -5,85 | 944 | -3,58 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 18.880 | 12,43 | 3.606 | 15,14 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 20.443 | -4,00 | 3.904 | -1,69 | ||||
| 2025-11-12 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 3.038 | 3,69 | 580 | 6,23 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 468 | 92 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 993.992 | 21,65 | 189.843 | 24,59 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.240 | -7,39 | 237 | -5,22 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 3.011 | 34,90 | 575 | 38,22 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.760 | -0,85 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 49.263 | 26,40 | 9.665 | 29,85 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 1.492 | 0,00 | 293 | 2,82 | ||||
| 2026-02-17 | 13F | EFG International AG | 3.617 | 691 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.348 | 0,69 | 461 | 3,37 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 7.530 | 0,00 | 1.477 | 2,71 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 5.357 | 1.023 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.442 | 8,18 | 283 | 11,02 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 11.333 | 0,43 | 2.165 | 2,85 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 4.375 | -2,32 | 836 | 8,02 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 15.812 | 30,53 | 3.102 | 34,11 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 43.924 | 0,05 | 8.389 | 2,47 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.554 | 2,11 | 870 | 4,57 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 33.060 | -1,05 | 6.314 | 1,35 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 99.732 | 19.048 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 810 | 155 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 67.227 | -2,42 | 13.619 | -0,29 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 12.391 | 2.367 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.314.315 | 21,86 | 215.848 | 7,29 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 62.856 | 1,60 | 12.332 | 4,38 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 1.950 | 0,00 | 372 | 2,48 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 86.485 | 2,25 | 16.518 | 4,71 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 1.920 | 14,29 | 367 | 16,93 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 196.004 | 5,40 | 38.456 | 0,20 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 128 | 0,00 | 25 | 4,17 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 12.932 | -0,71 | 2.470 | 1,69 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 26.106 | 4.986 | ||||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 106.505 | 2,95 | 20.896 | 5,76 | ||||
| 2026-02-11 | 13F | Capital World Investors | 7.094 | 76,56 | 1.365 | 82,84 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 83.259 | 6,06 | 16.325 | 8,89 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 3.749.143 | 6,43 | 716.049 | 9,00 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 7.976 | 0,04 | 1.523 | 2,49 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 17.300 | 38,22 | 3.304 | 41,56 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 25.207 | 1,78 | 4.946 | 4,55 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.289 | 253 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 330.447 | 10,69 | 63.112 | 13,36 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 7.547 | 2,53 | 1.441 | 5,03 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 10.974 | 3,33 | 2.096 | 5,28 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 127.779 | -5,49 | 24.404 | -3,21 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 418.398 | 3,88 | 79.910 | 6,39 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 169.455 | 0,70 | 32.364 | 3,13 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 36.163 | 95,01 | 7.095 | 100,37 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 609.367 | -1,13 | 116.383 | 1,25 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 2.296 | -0,04 | 439 | 2,34 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 1.812 | 8,05 | 346 | 10,90 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 60.649 | 11.583 | ||||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 1.873 | -43,38 | 358 | -42,05 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 9.113 | -2,99 | 1.741 | -0,63 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.023 | -3,99 | 397 | -1,49 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 185.027 | 115,35 | 35.338 | 120,55 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 5 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 240.263 | 14,52 | 45.888 | 17,28 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 481 | 0,00 | 92 | 2,25 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 3.772 | -6,49 | 720 | -4,76 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 5.730 | -0,49 | 1.094 | 1,96 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 1.283 | 245 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 1.612 | 51,08 | 316 | 55,67 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.196 | -3,22 | 992 | -0,90 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.022 | 201 | ||||||
| 2026-04-17 | 13F | Verde Capital Management | 1.623 | 318 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 53.757 | -27,94 | 10.910 | -23,42 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 21.118 | -7,99 | 4.144 | -5,48 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 3 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Ellevest, Inc. | 60.085 | 2,14 | 11.476 | 4,60 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 16.800 | -0,46 | 3.296 | 2,26 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 122 | 0,00 | 23 | 4,55 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 271 | 0,00 | 52 | 2,00 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 459 | 88 | ||||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.171 | 50,14 | 426 | 54,35 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 551 | -0,18 | 0 | |||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 207.983 | -40,41 | 39.723 | -38,97 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 2.600 | 497 | |||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 34.600 | -7,29 | 6.608 | -5,04 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 56.900 | 18,79 | 10.867 | 21,66 | |||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 237.448 | 4,95 | 25.300 | 4,71 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 15.642 | 0,97 | 2.987 | 3,43 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.084 | 0,59 | 801 | 3,35 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.116 | 219 | ||||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 2.978 | -26,31 | 604 | -21,66 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 3.307 | -58,59 | 632 | -57,79 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 11.734 | -0,04 | 2.302 | 2,72 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 3.088 | 0,00 | 590 | 2,43 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 1.529 | 0,00 | 292 | 2,46 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.867 | 10,99 | 587 | 21,07 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 25.379 | 0,22 | 4.847 | 2,65 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 1.270 | 0,00 | 243 | 2,54 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 4.656 | 4,94 | 889 | 7,50 | ||||
| 2026-02-13 | 13F | Broadleaf Partners, LLC | 21.610 | 95,99 | 4.127 | 100,73 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 168.965 | 5,46 | 32.271 | 8,01 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 8.173 | 40,12 | 1.604 | 43,90 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 178.130 | 2,00 | 34.949 | 4,79 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.817 | 0,00 | 553 | 2,60 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 4.557 | 8,84 | 894 | 11,89 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 8.234 | -1,46 | 1.615 | 1,25 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 4.922 | -3,01 | 966 | -0,41 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 2.610 | 16,05 | 512 | 19,35 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 1.477 | 0,00 | 290 | 2,48 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 7.209 | 1.452 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.029 | 2,32 | 960 | 4,80 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 86.453 | 4,33 | 16.512 | 6,84 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 54.346 | 1,65 | 10.663 | 4,42 | ||||
| 2025-12-01 | 13F | Syverson Strege & Co | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 517.970 | -0,19 | 101.626 | 2,53 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 416 | 0,00 | 0 | |||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 23.799 | 8,66 | 4.461 | 14,59 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 2.339 | -87,90 | 447 | -87,62 | ||||
| 2026-01-28 | 13F | Team Hewins, LLC | 4.010 | 0,00 | 766 | 1,86 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1.835 | 0,00 | 360 | 2,86 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 40.907 | -59,69 | 7.813 | -58,72 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 68.456 | -9,11 | 13.431 | -6,63 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 1.288 | -38,28 | 253 | -35,55 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 33.171.922 | -0,12 | 6.335.506 | 2,29 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 52.623 | 1,23 | 10.050 | 3,15 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 6.022 | 28,90 | 1.182 | 32,40 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 84.570 | 3,26 | 16.152 | 5,75 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 43.685 | 0,43 | 8.571 | 3,18 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1.310 | -50,42 | 257 | -50,39 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 13.076 | 17,95 | 2.497 | 20,80 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 5.247 | -1,13 | 1.029 | 1,58 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 6.241 | -50,64 | 1.192 | -49,73 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 1.337 | 0,07 | 255 | 2,41 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 283 | -7,21 | 54 | -3,57 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 103.606 | 5,88 | 19.788 | 8,43 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2.234 | 0,00 | 438 | 2,82 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 12.873 | 11,67 | 2.459 | 14,38 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 1.263 | 1,04 | 241 | 2,99 | ||||
| 2026-04-22 | 13F | Vicus Capital | 33.137 | 113,22 | 6.502 | 119,04 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1.257.162 | 4,89 | 240.105 | 7,42 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 14.182 | 2.709 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 12.764 | 9,85 | 2.438 | 12,51 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 1 | 0 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 3.816 | -0,99 | 749 | 1,77 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 1.504 | 0,07 | 287 | 2,14 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 4.976 | 950 | ||||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 21.928 | 4.188 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 294 | 0,00 | 56 | 1,82 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 7.275 | -5,13 | 1.389 | -2,80 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 32.383 | 14,44 | 6.185 | 17,21 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 3.900 | 0,00 | 765 | 2,82 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 504 | 0,00 | 96 | 3,23 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 9.356 | -19,68 | 1.787 | -17,77 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 1.025 | 0,00 | 196 | 2,09 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 137.397 | 2,22 | 26.957 | 5,01 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 726 | 139 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 84.021 | 3,38 | 16.047 | 5,88 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 7.968 | 0,52 | 1.533 | 4,08 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 28.037 | -0,48 | 5.497 | 2,17 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 189.255 | -8,32 | 35.294 | -3,26 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 5.284 | 0,00 | 1.037 | 2,68 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 20.087 | 5,37 | 3.837 | 7,90 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 1.086 | 0,00 | 214 | 2,90 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 9.618 | -2,92 | 1.837 | -0,60 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 9.236 | -1,47 | 1.764 | 0,86 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 22.914 | 0,47 | 4.376 | 2,89 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 70.078 | 2,63 | 13.411 | 5,28 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 302.816 | -1,63 | 57.835 | 0,74 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 1.014 | 0,00 | 189 | 5,59 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 13.247 | 72,02 | 2.532 | 76,38 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 2.131 | 0,00 | 418 | 2,70 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 81 | 0,00 | 16 | 0,00 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 175.653 | 1,40 | 33.548 | 3,85 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 1.341 | -3,18 | 256 | -0,78 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 130.047 | -2,03 | 24.838 | 0,33 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 6.225 | -1,69 | 1.189 | 0,68 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 15.301 | -0,51 | 2.922 | 1,39 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 382.983 | 0,89 | 75.141 | 3,65 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 280.613 | -0,65 | 55.056 | 2,07 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 137.050 | 101,48 | 26.175 | 106,35 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 415.869 | 2,79 | 79.427 | 5,27 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 49.513 | 45,00 | 9 | 50,00 | ||||
| 2025-11-14 | 13F | SFE Investment Counsel | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Applied Capital LLC | 2.062 | 0,00 | 404 | 2,80 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 64.572 | -1,53 | 12.669 | 1,16 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 351.113 | -1,09 | 68.888 | 1,61 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 5.625 | 2,53 | 1.074 | 4,99 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Botty Investors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 1.920 | -0,41 | 367 | 1,95 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 301.211 | 20,98 | 57.528 | 23,90 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 150.849 | 5,79 | 28.811 | 8,34 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 55.412 | 2,44 | 11.225 | 8,65 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.853 | 4,28 | 364 | 7,08 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 1.158 | 0,00 | 221 | 2,79 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 969.895 | -41,65 | 190.298 | -40,06 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 7.492 | 0,28 | 1.397 | 5,83 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 7.561 | 1.444 | ||||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1.114 | 0,00 | 219 | 2,83 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 66.167 | -4,33 | 12.637 | -2,02 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 5.081 | 0,16 | 997 | 2,89 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 6.048 | -0,21 | 1.187 | 2,51 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 134.561 | 10,17 | 25.700 | 12,82 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 3.912 | 3,99 | 768 | 6,82 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 30.203 | 6,36 | 5.769 | 8,91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 4.180 | -2,20 | 820 | 0,49 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 12.271 | -0,11 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 2.939 | -3,45 | 561 | -1,06 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.434 | -2,95 | 454 | 2,26 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 6.481 | 0,00 | 1.271 | 2,75 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 353.213 | -1,70 | 67.460 | 0,67 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 4.861 | -1,24 | 928 | 1,20 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 1.781 | 340 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.357 | 135,59 | 259 | 142,06 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 29.891 | -2,31 | 5.709 | 0,04 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.575 | 0,00 | 309 | 3,00 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 2.278 | -2,98 | 435 | -0,46 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 1.186 | 0,00 | 227 | 1,80 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 30.729 | 0,47 | 6 | 20,00 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 11.143 | -93,74 | 2.128 | -93,59 | ||||
| 2026-02-13 | 13F | SHUTTLEWORTH & Co | 11.110 | 25,71 | 2.122 | 28,70 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 83.633 | 3,65 | 15.973 | 6,16 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 400 | 33,33 | 78 | 36,84 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 60.538 | -1,94 | 11.562 | 0,37 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 208.487 | 3,09 | 40.905 | 5,90 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 3.070 | -15,47 | 586 | -13,44 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 80.758 | 0,35 | 15.424 | 2,77 | ||||
| 2025-11-12 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | G&S Capital LLC | 60.972 | 1,20 | 11.963 | 3,96 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 828 | 0,12 | 158 | 2,60 | ||||
| 2026-02-04 | 13F | MADDEN SECURITIES Corp | 1.089 | 0,00 | 208 | 1,97 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 1.833 | 0,00 | 360 | 2,57 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 4.976 | 0,06 | 976 | 2,85 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 3.909 | 0,00 | 767 | 2,68 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 8.200 | -1,95 | 1.609 | 0,69 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 26.222 | 13,30 | 5.145 | 16,38 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1.150 | 220 | ||||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 13.828 | 34,66 | 2.641 | 37,86 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 3.609 | 0,00 | 689 | 2,38 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 83.708 | -0,93 | 16.424 | 1,78 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 70.506 | 17,96 | 13.846 | 21,29 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 7.128 | -5,23 | 1.361 | -2,92 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 4.552 | 0,00 | 869 | 2,48 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 604.953 | -1,17 | 118.692 | 1,53 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 4.853 | 927 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.242 | 244 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 24.467 | 4,04 | 4.565 | 9,76 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 20.565 | -15,51 | 3.928 | -13,48 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 1.387 | -8,81 | 265 | -6,71 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 8.764 | 8,01 | 1.674 | 10,58 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 12.760 | 0,98 | 2.503 | 3,73 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.446.101 | -16,61 | 284.471 | -16,43 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 410.702 | -8,09 | 80.580 | -5,59 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 23 | 4 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 183.328 | -0,25 | 35.014 | 2,15 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 55.315 | 0,45 | 10.853 | 3,19 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 70.319 | 2,45 | 13.797 | 5,24 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.040 | -13,62 | 204 | -10,92 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 696.791 | 2,34 | 136.710 | 5,13 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 1.581 | 9,41 | 310 | 12,73 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 1.208 | 0,50 | 237 | 3,49 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 252.746 | -0,66 | 48.272 | 2,44 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 5.257 | 1,19 | 1.031 | 3,93 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 20.187 | -93,76 | 3.855 | -93,61 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1.183 | -0,92 | 232 | 1,75 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 31.919 | -2,86 | 6.262 | -0,21 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 15.535 | -0,01 | 2.967 | 2,38 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 2.870 | 13,98 | 548 | 16,84 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 204.647 | 0,10 | 40.152 | 2,83 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 212.730 | 68,69 | 40.629 | 72,76 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 9.600 | 1,60 | 1.981 | 13,65 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 65.629 | 5,41 | 12.876 | 8,29 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 900 | 172 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 103.560 | 16,16 | 20.319 | 19,33 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 2.726 | 7,49 | 521 | 10,17 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 10.510 | -1,84 | 2.062 | 0,88 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 19.098 | 0,60 | 3.747 | 3,37 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 64.166 | -1,22 | 12.589 | 1,48 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 10.543 | 1,77 | 2.014 | 4,19 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.514 | 91,47 | 493 | 97,20 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 57.705 | 0,38 | 11.021 | 2,81 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 6.717 | 0,00 | 1.283 | 2,40 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 5.393 | 1,13 | 1.006 | 6,69 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 24.518 | 23,72 | 4.683 | 26,71 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 2.008 | 0,00 | 383 | 2,41 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 2.028 | -6,63 | 387 | -4,44 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2.385 | 87,21 | 456 | 91,98 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.889 | 0,00 | 567 | 2,72 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 13.045 | 25,95 | 2.492 | 29,00 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 4.753 | 0,00 | 908 | 2,37 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 1.434 | -0,97 | 274 | 1,11 | ||||
| 2026-02-28 | 13F/A | Wick Capital Partners, LLC | 11.812 | 38,90 | 2.239 | 41,26 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 1.400 | 261 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 187.912 | 4.243,78 | 36.868 | 4.363,44 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 16.313 | 23,93 | 3.116 | 26,94 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 1.500 | 0,00 | 286 | 2,51 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 1.220 | 0,00 | 239 | 2,58 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 3.331 | 11,82 | 636 | 14,59 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 238.755 | 6,22 | 46.844 | 9,11 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 32.808 | 0,28 | 6.266 | 2,70 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 1.983 | -99,82 | 379 | -99,82 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 88.514 | 60,29 | 16.988 | 64,96 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 18.923 | -0,26 | 3.614 | 2,15 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 1.129 | 0,00 | 216 | 2,38 | ||||
| 2026-04-24 | 13F | Essex LLC | 6.961 | 0,51 | 1.366 | 3,25 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 14.302 | -0,03 | 2.732 | 2,36 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 24.132 | 3.009,79 | 4.609 | 3.100,00 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 173 | 0,00 | 34 | 0,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 3.184 | -39,02 | 563 | -39,05 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 2.722 | 897,07 | 520 | 938,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 481.837 | 2,11 | 92.026 | 4,58 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 41.670 | 1,95 | 7.959 | 4,41 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 264.969 | 2,79 | 50.606 | 4,97 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 17.291 | 4,76 | 3.302 | 7,28 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 1.615 | 308 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 4.752 | -7,31 | 932 | -4,80 | ||||
| 2026-04-24 | 13F | Lynch Asset Management, Inc. | 639 | -4,77 | 125 | -2,34 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 1.278 | -27,80 | 244 | -26,06 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 78.637 | 15.019 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 137.167 | 5,07 | 26.928 | 7,93 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2.230 | -3,21 | 452 | -0,88 | ||||
| 2025-11-14 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.566 | -3,32 | 504 | -0,59 | ||||
| 2026-02-17 | 13F | Tcw Group Inc | 2.249 | 430 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 240.791 | 8,37 | 47.243 | 11,33 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 1.186 | 227 | ||||||
| 2026-01-27 | 13F | Antonelli Financial Advisors, LLC | 138.441 | 14,31 | 26.441 | 17,07 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1.887 | 5,18 | 370 | 8,19 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 2.850 | 0,00 | 559 | 2,76 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.564 | -6,07 | 307 | -3,47 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 1.153 | 7,06 | 226 | 10,24 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 13.264 | -1,26 | 2.602 | 1,44 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 187 | 37 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 128.907 | 0,30 | 24.620 | 2,20 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 8.410 | 3,15 | 1.606 | 5,66 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 741.134 | 6,27 | 141.549 | 8,84 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.954 | -1,74 | 1.901 | 0,64 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 2.302 | 440 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 57.474 | -0,73 | 10.977 | 1,14 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 20.704 | 2,47 | 3.954 | 4,96 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 374 | 73 | ||||||
| 2026-02-05 | 13F | 1st Source Bank | 5.143 | -4,79 | 982 | -2,48 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4.123 | 0,27 | 809 | 2,93 | ||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 3.465 | -78,93 | 662 | -78,44 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 1.098 | 0,00 | 210 | 2,45 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 100 | 0,00 | 19 | 5,56 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 3.092 | 0,23 | 591 | 2,61 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1.487 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 973 | 0,00 | 191 | 2,70 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1.775 | 10,52 | 348 | 13,73 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 2.960 | -42,84 | 565 | -41,57 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 27.907 | -6,43 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 18.884 | -2,74 | 3.607 | -0,41 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 15.086 | 98,37 | 2.881 | 103,17 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 1.110 | 2.675,00 | 212 | 2.914,29 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 34.818 | 7,05 | 6.650 | 9,63 | ||||
| 2026-02-14 | 13F | American Trust | 8.879 | -73,82 | 1.696 | -73,19 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 168.715 | 0,21 | 33.102 | 103.343,75 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 1.064 | 0,00 | 209 | 2,46 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 24.774 | -2,50 | 4.872 | 0,41 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 10.432 | -1,65 | 2.047 | 1,04 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 54.936 | 60,90 | 10.778 | 65,31 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 10.541 | 2.013 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 2.018 | 0,05 | 396 | 2,60 | ||||
| 2025-11-12 | 13F | RKL Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 20.014 | -0,13 | 3.822 | 2,27 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 2.588 | 494 | ||||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2.503 | -18,28 | 491 | -16,07 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 1.551 | 4,51 | 304 | 7,42 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 22.205 | -8,47 | 4.241 | -6,28 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 4.293 | 0,00 | 820 | 1,87 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 147.393 | 458,26 | 28.918 | 473,54 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 16.161 | -17,79 | 3.206 | -11,81 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 17.387 | -0,97 | 3.321 | 1,41 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 12.836 | 2,70 | 2.452 | 5,15 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 4.129 | 0,00 | 789 | 2,34 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 1.509 | 281 | ||||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 658 | 0,00 | 129 | 3,20 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 8.766 | -0,15 | 1.674 | 6,83 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 3.488 | 3,13 | 666 | 5,71 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 15.998 | 3.055 | ||||||
| 2026-04-09 | 13F | Trust Co of Tennessee | 473.952 | -1,52 | 92.990 | 1,17 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 14.239 | 56,83 | 2.794 | 61,17 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 252 | 10,04 | 49 | 13,95 | ||||
| 2026-01-30 | 13F | Arrien Investments, Inc. | 20.531 | 6,46 | 3.921 | 9,04 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 43 | 437,50 | 9 | 700,00 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 117.874 | -0,42 | 22.513 | 1,97 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 1.242 | 0,08 | 237 | 2,60 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 20.025 | 2,22 | 3.825 | 4,68 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 12.039 | -0,75 | 2.299 | 1,64 | ||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 10.777 | 9,56 | 2.058 | 12,21 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 8.891 | 0,00 | 1.744 | 2,71 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 3.003 | 574 | ||||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 47.884 | 1,01 | 8.271 | -8,64 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 4.938 | 3,74 | 943 | 6,31 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1.177 | 0,00 | 231 | 2,68 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 8.740 | -0,63 | 1.669 | 1,77 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 1.340 | -1,62 | 263 | 0,77 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 28.511 | -47,04 | 5.594 | -45,60 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 1.764 | 337 | ||||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 59.763 | 1,13 | 11.414 | 3,58 | ||||
| 2026-02-10 | 13F | Ade, Llc | 13.895 | -1,06 | 2.654 | 1,30 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 6.734 | -14,05 | 1.286 | -11,98 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.003 | -28,82 | 574 | -27,10 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 466.133 | 9,55 | 89.055 | 12,20 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 5.780.993 | 4,31 | 1.104.114 | 6,82 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 2.205 | -0,27 | 438 | 6,07 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 386 | 0,00 | 74 | 2,82 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 105.642 | -5,27 | 21.102 | 1,47 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 192.923 | 1,11 | 36.846 | 3,55 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 103.185 | 10,17 | 19.707 | 12,27 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 3.031 | 0,00 | 579 | 2,30 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 192 | -55,14 | 37 | -54,43 | ||||
| 2025-10-30 | 13F | GEM Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 1.026 | -88,77 | 201 | -72,91 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 22.645 | 1,12 | 4.325 | 3,54 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 2.070 | 0,05 | 406 | 2,78 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Everest Management Corp. | 11.218 | -5,04 | 2.142 | -2,77 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 144.342 | -0,31 | 28.320 | 2,41 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 5.812 | -1,86 | 1.110 | 0,54 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 80.551 | -28,57 | 15.384 | -26,84 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 700.170 | -0,49 | 137.373 | 2,22 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 152 | 29 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 1.868 | 367 | ||||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 1.543 | 305 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 515 | 0,00 | 101 | 3,06 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 17.673 | 0,00 | 3.375 | 2,43 | ||||
| 2026-02-17 | 13F | Aristotle Capital Management, LLC | 17.170 | 184,46 | 3.280 | 191,47 | ||||
| 2025-11-14 | 13F | Chan Zuckerberg Initiative, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1.043 | 205 | ||||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 70.477 | 0,24 | 13.460 | 2,66 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 2.293 | 0,00 | 438 | 1,86 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 197.172 | -3,04 | 38.685 | -0,40 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 19.794 | 6,78 | 3.781 | 9,34 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 274 | 0,00 | 54 | 1,92 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3.655 | 2,73 | 717 | 5,60 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 795 | 19,73 | 156 | 23,02 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 15.719 | 13,78 | 3.002 | 15,15 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 1.343 | 263 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 69.884 | 3,69 | 13.347 | 6,19 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 142.132 | 1,11 | 27.886 | 3,87 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 22.488 | 62,74 | 4.295 | 66,69 | ||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 3.998 | -1,16 | 764 | 1,19 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 124.166 | -17,19 | 24.565 | -17,98 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 103.000 | 3,59 | 20.209 | 6,41 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 2.089 | -1,04 | 410 | 1,49 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 7.932 | -4,17 | 1.515 | -1,88 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 19.418 | -5,05 | 3.810 | -2,46 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 3.465 | 11,02 | 679 | 13,93 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 45.331 | -3,92 | 8.658 | -1,60 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 3.347 | 0,00 | 624 | 5,58 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10.678 | -2,00 | 2.095 | 0,72 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.204 | -1,48 | 432 | 1,17 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 62.554 | 1,77 | 12.273 | 4,55 | ||||
| 2026-01-26 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 6.808 | 0,16 | 1.300 | 2,60 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 4.729 | 0,00 | 903 | 2,50 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 8.530 | -4,97 | 1.629 | -2,63 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.366.662 | -0,90 | 452.185 | 2,37 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 7.239 | 0,26 | 1.420 | 3,05 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 28.339 | 5,55 | 5.560 | 8,42 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 67.767 | -5,12 | 13.296 | -2,54 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 77.041 | 10,08 | 14.714 | 12,73 | ||||
| 2025-11-10 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 11.306 | -5,14 | 2.159 | -2,84 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 115.522 | 0,01 | 22.064 | 2,42 | ||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 3.444 | 0,00 | 658 | 2,34 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 5 | 0,00 | 1 | |||||
| 2026-02-05 | 13F | John G Ullman & Associates Inc | 1.090 | 0,00 | 208 | 2,46 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 12.668 | 2.419 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 972.047 | 2,02 | 185.651 | 4,49 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 2.248 | 1,77 | 441 | 4,75 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 1.705 | 0,83 | 326 | 3,17 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 949 | -1,76 | 186 | 1,09 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 2.936 | 0,00 | 576 | 2,86 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 5.287 | 0,00 | 1.037 | 2,78 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 80.680 | 1,97 | 15.829 | 4,74 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 78.662 | 56,68 | 15.432 | 60,94 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 2.552 | 0,00 | 521 | 3,78 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 1.566 | 0,00 | 299 | 2,40 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 8.906 | -2,40 | 1.747 | 0,29 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | FSR Wealth Management Ltd. | 1.173 | 224 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 5.157 | 0,00 | 1.012 | 2,74 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 96.503 | -5,05 | 18.934 | -2,46 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 9.601 | 1,16 | 1.834 | 3,56 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 4.286 | 0,00 | 799 | 5,55 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 7.870 | 12,61 | 1.503 | 15,35 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 276.495 | 6,41 | 52.808 | 8,97 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 88.951 | -0,95 | 16.989 | 1,44 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 20.724 | 4,96 | 4.066 | 7,82 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 5.518 | 2,22 | 1.054 | 4,67 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.757 | 23,99 | 346 | 27,78 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 659.149 | 4,05 | 125.891 | 6,56 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 7.891 | -11,25 | 1.548 | -8,83 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 28.800 | -0,41 | 5.651 | 2,30 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 83.774 | 2,61 | 15.562 | 7,85 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 72.300 | 13.809 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 3.773 | 6,79 | 721 | 9,42 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 1.187 | 233 | ||||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 25.179 | 4.809 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1.312 | 0,54 | 251 | 2,88 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 26.371 | 0,96 | 5 | -99,90 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 33.944 | 0,49 | 6.483 | 2,91 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 616 | 0,00 | 121 | 2,56 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.564 | -0,06 | 292 | 5,43 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 11.182.864 | 0,63 | 2.135.037 | 3,03 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 1.151 | -1,46 | 226 | 0,90 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 29.090 | 11,44 | 5.556 | 14,11 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 101.053 | 22,01 | 19.300 | 24,95 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 7.000 | -1,48 | 1.373 | 1,25 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 294.179 | 8,79 | 56.185 | 11,42 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 1.160 | 0,00 | 228 | 2,71 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 1.107 | -0,81 | 217 | 1,88 | ||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 3.811 | -16,44 | 1 | |||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 4.040 | -1,82 | 793 | 0,89 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 10.603 | 2.080 | ||||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 7.818 | 0,05 | 1.534 | 2,75 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.704 | -1,41 | 708 | 1,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 10.170 | 28,09 | 1.452 | 3,42 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 3.346 | -15,27 | 639 | -13,32 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 92.339 | 0,97 | 18.117 | 3,73 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 1.462 | 279 | ||||||
| 2026-04-10 | 13F | Granite FO LLC | 1.187 | 0,00 | 233 | 2,65 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 2.086 | 0,00 | 398 | 2,05 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 56 | 11 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 29.192 | 5.575 | ||||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 152.498 | 2,35 | 29.126 | 4,82 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 38 | 0,00 | 7 | 0,00 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 55.738 | -0,97 | 10.645 | 1,42 | ||||
| 2026-02-17 | 13F | Euclidean Capital LLC | 520.000 | 99.315 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 15.897 | 15,53 | 3 | 50,00 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 356.046 | -0,25 | 68.001 | 2,16 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 6.860 | 1,39 | 1.310 | 3,89 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 10.038 | 8,67 | 1.969 | 11,62 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 22.488 | 32,98 | 4.295 | 36,22 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 21.444 | 1,18 | 4.096 | 3,62 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 3.013 | 4,58 | 591 | 7,45 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 131.486 | 2,79 | 25 | 8,70 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 1.494.671 | 0,96 | 285.467 | 3,40 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 609 | 73,01 | 119 | 77,61 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 17.478 | 9,17 | 3.338 | 11,83 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 1.396 | -13,08 | 267 | -11,04 | ||||
| 2025-11-14 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 1.500 | 0,07 | 294 | -0,68 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 2.549 | 13,74 | 500 | 16,82 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 375 | 37.400,00 | 72 | |||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 5.616 | 9,35 | 1.073 | 12,02 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 1.151 | 0,09 | 234 | -1,27 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 131.334 | 4,42 | 25.084 | 6,95 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 298 | -63,92 | 58 | -63,06 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 10.781 | 7,14 | 2.010 | 13,05 |
