Grundlæggende statistik
| Institutionelle ejere | 2686 total, 2681 long only, 0 short only, 5 long/short - change of 6,15% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3603 % - change of 2,31% MRQ |
| Institutionelle aktier (lange) | 594.241.903 (ex 13D/G) - change of 32,28MM shares 5,74% MRQ |
| Institutionel værdi (lang) | $ 109.465.436 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Value ETF (US:VTV) har 2686 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 594,241,903 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 May 1, 2026 is 205,95 / share. Previously, on May 2, 2025, the share price was 168,55 / share. This represents an increase of 22,19% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12.533 | 0,89 | 2.459 | 3,63 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 3.272 | 6,34 | 625 | 8,90 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 58.892 | -10,23 | 11.555 | -7,77 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 154.269 | 1,49 | 30.268 | 4,26 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 83.301 | -0,86 | 16.344 | 1,84 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 1.600 | 0,00 | 314 | 2,62 | ||||
| 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 | ||||
| 2026-02-04 | 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 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 39.871 | 7.615 | ||||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 579 | 111 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 204 | 0,00 | 40 | 5,26 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 166.010 | -0,20 | 32.571 | 2,53 | ||||
| 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 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 8.258 | -6,95 | 1.577 | -4,71 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 14.469 | 2.763 | ||||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 1.737 | 0,00 | 341 | 2,72 | ||||
| 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 | ||||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1.194 | 234 | ||||||
| 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 | ||||
| 2026-04-10 | 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 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 9.318 | 1.780 | ||||||
| 2026-04-29 | 13F | Sageworth Trust Co | 170.955 | -1,92 | 33.541 | 0,75 | ||||
| 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 | ||||
| 2026-04-24 | 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-02-17 | 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 | ||||||
| 2026-02-04 | 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 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 6.559 | -11,76 | 1.287 | -9,30 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 46.222 | -0,99 | 8.828 | 1,39 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 1.431 | 1,35 | 281 | 4,09 | ||||
| 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 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 225 | 0,00 | 44 | 4,76 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-04-06 | 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 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 1.677 | 0,12 | 329 | 2,81 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 30.869 | -0,85 | 6 | 20,00 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 2.597 | 0,00 | 510 | 2,62 | ||||
| 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 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 58.082 | -2,81 | 11.396 | -0,17 | ||||
| 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 | ||||
| 2026-04-23 | 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 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 5.590 | -1,90 | 1.097 | 0,74 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.780 | 4,43 | 545 | 7,28 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 14.544 | 2.854 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 21.439 | 6,73 | 4.206 | 9,65 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 25.639 | 4,57 | 5.035 | 7,54 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 33.761 | -2,55 | 6.624 | 0,11 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 10.110 | 10,17 | 1.984 | 13,18 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 87.469 | 7,91 | 17.162 | 10,85 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 4.023 | 9,26 | 789 | 12,23 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 3.851 | 0,00 | 756 | -3,70 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 33.388 | 3,00 | 6.551 | 5,80 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 2.589 | 1,93 | 508 | 4,54 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1.250 | -3,10 | 245 | -0,41 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 109 | 0,00 | 21 | 5,00 | ||||
| 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 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 84.702 | 2,84 | 16.619 | 5,65 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 4.943 | -5,85 | 944 | -3,58 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 11 | 0,00 | 2 | 0,00 | ||||
| 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 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 292.875 | 1,34 | 57.462 | 4,11 | ||||
| 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 | ||||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 5.905 | 0,00 | 1.159 | 2,75 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.612 | 0,00 | 512 | 2,81 | ||||
| 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 | ||||
| 2026-02-02 | 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 | ||||
| 2026-04-24 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 21.110 | -11,87 | 4.142 | -9,47 | ||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 2.994 | 0,00 | 587 | 2,80 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 119.053 | 1,00 | 23.358 | 3,76 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.567 | 504 | ||||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-05-01 | 13F | J. Derek Lewis & Associates Inc. | 5.540 | 0,00 | 1.058 | 0,00 | ||||
| 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 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 49.483 | -9,08 | 9.709 | -6,60 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 240.263 | 14,52 | 45.888 | 17,28 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 271 | 0,00 | 53 | 3,92 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 9.078 | 18,95 | 1.781 | 22,24 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.196 | -3,22 | 992 | -0,90 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.022 | 201 | ||||||
| 2026-04-17 | 13F | Verde Capital Management | 1.623 | 318 | ||||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 152.034 | 6,43 | 29.830 | 9,34 | ||||
| 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 | ||||
| 2026-02-10 | 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 | |||||
| 2026-02-12 | 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 | |||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 22.041 | -0,74 | 4.324 | 1,98 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-13 | 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 4.010 | 0,00 | 787 | 2,75 | ||||
| 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 | ||||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 45.044 | -2,79 | 8.838 | -0,14 | ||||
| 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 | ||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 21.928 | 4.188 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1.546 | 0,00 | 303 | 2,71 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 7.120 | 31,39 | 1.449 | 40,14 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11.500 | 2,44 | 2.256 | 5,27 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 294 | 0,00 | 56 | 1,82 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 5.262 | -2,28 | 1.032 | 0,39 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 358.937 | 1,71 | 70.423 | 4,49 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 726 | 139 | ||||||
| 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 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 1.086 | 0,00 | 214 | 2,90 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 8.043 | -12,63 | 1.578 | -10,24 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.608 | -15,39 | 904 | -13,08 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 13.247 | 72,02 | 2.532 | 76,38 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 8.218 | 8,05 | 1.612 | 11,02 | ||||
| 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 | ||||
| 2026-02-02 | 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 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 1.321 | 0,00 | 259 | 2,78 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 15.301 | -0,51 | 2.922 | 1,39 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 73.995 | 21,78 | 14.518 | 25,10 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 33.463 | 0,74 | 6.565 | 3,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 38.762 | 323,49 | 7.892 | 338,63 | ||||
| 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 | ||||
| 2026-04-21 | 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 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 40 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 6.048 | -0,21 | 1.187 | 2,51 | ||||
| 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 | ||||
| 2026-01-27 | 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 | ||||
| 2026-02-05 | 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 | ||||
| 2026-04-16 | 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 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 494.023 | -15,24 | 96.927 | -12,93 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 74.313 | 14.580 | ||||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 2.475 | 0,00 | 486 | 2,75 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.386 | 0,00 | 272 | 2,65 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 80 | 3.900,00 | 15 | |||||
| 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 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 7.131 | 1,26 | 1.399 | 4,09 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 85.646 | -0,97 | 16.804 | 1,73 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-02-13 | 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 | |||||
| 2026-02-06 | 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 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 659.387 | 1,83 | 129.372 | 4,60 | ||||
| 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 | |||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 17.683 | 0,06 | 3.469 | 2,79 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 5.393 | 1,13 | 1.006 | 6,69 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 152 | 0,00 | 30 | 0,00 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1.044 | 205 | ||||||
| 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 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 9.538 | -16,34 | 1.871 | -14,06 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 4.753 | 0,00 | 908 | 2,37 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 4.505 | -8,77 | 884 | -6,36 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 1.434 | -0,97 | 274 | 1,11 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 7.761 | 9,16 | 1.523 | 12,16 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 2.689 | 0,00 | 528 | 2,73 | ||||
| 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 | ||||
| 2026-02-03 | 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 | ||||
| 2026-01-27 | 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 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Sterling Group Wealth Management, LLC | 14.302 | -0,03 | 2.732 | 2,36 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 10.591 | -18,10 | 2.078 | -15,88 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 121.469 | 1,77 | 23.832 | 4,55 | ||||
| 2026-02-17 | 13F | Tcw Group Inc | 2.249 | 430 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 16.955 | 3,94 | 3.327 | 6,77 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 240.791 | 8,37 | 47.243 | 11,33 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.228 | 0,00 | 241 | 2,56 | ||||
| 2026-02-05 | 13F | Paulson Wealth Management Inc. | 1.186 | 227 | ||||||
| 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 | ||||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 8.410 | 3,15 | 1.606 | 5,66 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.954 | -1,74 | 1.901 | 0,64 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 3.523 | -1,40 | 691 | 1,32 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 374 | 73 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 831 | 0,36 | 163 | 2,53 | ||||
| 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 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 13.937 | -0,26 | 2.734 | 2,47 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 64.553 | 0,93 | 12.665 | 3,69 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 2.960 | -42,84 | 565 | -41,57 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 128.125 | 11,68 | 25.138 | 14,73 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 15.086 | 98,37 | 2.881 | 103,17 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 11.097 | 2.177 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 34.818 | 7,05 | 6.650 | 9,63 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 145.258 | 0,18 | 28.500 | 2,91 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 26.802 | -11,22 | 5.259 | -8,79 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 144.864 | 4,64 | 28.422 | 7,49 | ||||
| 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 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 3.276 | 9,53 | 643 | 12,43 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 1.760 | 20,55 | 345 | 24,10 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 1.551 | 4,51 | 304 | 7,42 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 16.987 | -2,30 | 3.333 | 0,36 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 21.826 | -2,44 | 4.282 | 0,21 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 418.100 | -0,07 | 82.031 | 2,66 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 16.161 | -17,79 | 3.206 | -11,81 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 22.500 | 0,00 | 4.414 | 2,72 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 252 | 10,04 | 49 | 13,95 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 43 | 437,50 | 9 | 700,00 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1.177 | 0,00 | 231 | 2,68 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 4.210 | 1,13 | 826 | 3,77 | ||||
| 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 | ||||
| 2026-02-10 | 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 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.405.835 | -7,78 | 472.025 | -5,27 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 386 | 0,00 | 74 | 2,82 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.010 | -1,76 | 394 | 1,03 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 105.642 | -5,27 | 21.102 | 1,47 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 34 | 7 | ||||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 7.345 | -3,52 | 1.500 | 3,16 | ||||
| 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 | ||||
| 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 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 160.880 | 113,66 | 31.565 | 117,67 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 6.527 | 0,15 | 1.281 | 2,89 | ||||
| 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 | ||||
| 2026-04-06 | 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 | 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 | ||||||
| 2026-04-09 | 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 | ||||
| 2026-04-17 | 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 | ||||
| 2026-04-13 | 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 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2.621 | 0,00 | 514 | 2,80 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 17.336 | -0,13 | 3.401 | 2,59 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 45.331 | -3,92 | 8.658 | -1,60 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 1.378 | 5,03 | 270 | 8,00 | ||||
| 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 | ||||
| 2026-02-09 | 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 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 21.490 | 1,02 | 4.227 | 3,02 | ||||
| 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 | ||||
| 2026-04-20 | 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 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 20.724 | 4,96 | 4.066 | 7,82 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.757 | 23,99 | 346 | 27,78 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 35.838 | -3,67 | 7.031 | -1,04 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 463.695 | 0,63 | 90.977 | 3,37 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 72.300 | 13.809 | ||||||
| 2026-04-22 | 13F | Penney Financial, LLC | 1.187 | 233 | ||||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 25.179 | 4.809 | ||||||
| 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 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 14.571 | -20,64 | 2.859 | -18,48 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 18.869 | 60,00 | 3.703 | 64,39 | ||||
| 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 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 1.779 | 349 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 97.037 | 9,09 | 19.039 | 12,07 | ||||
| 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 | ||||
| 2026-02-11 | 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 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 1.717 | -11,59 | 337 | -9,19 | ||||
| 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 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.028.947 | 8,66 | 202 | 11,67 | ||||
| 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 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 683.529 | 3,87 | 135.058 | 9,83 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 10.673 | 2,20 | 2.038 | 4,67 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1.378 | 0,00 | 263 | 8,23 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 681 | 0,59 | 134 | 3,10 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 36.517 | -43,63 | 7.165 | -42,09 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 522 | 0,00 | 100 | 2,06 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 114.761 | -18,11 | 21.918 | -16,13 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 129 | -40,83 | 25 | -39,02 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 1.453 | 278 | ||||||
| 2026-04-23 | 13F | Merrion Investment Management Co, LLC | 2.650 | 0,00 | 520 | 2,57 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.891 | 21,73 | 962 | 20,58 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 2.708 | 0,00 | 517 | 2,38 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 1.941 | 52,35 | 381 | 56,38 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 1.515 | -3,32 | 297 | -0,67 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 12.764 | 2,84 | 2.438 | 5,32 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 1.188 | 0,08 | 227 | 2,26 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2.090 | 410 | ||||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 6.934 | -0,84 | 1.324 | 1,53 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 2.924 | 7,34 | 558 | 10,06 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.470 | -0,01 | 1.618 | 2,41 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 31.592 | 6,93 | 6.034 | 9,51 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 5.055.379 | 7,10 | 965.552 | 9,69 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 15.024 | 1,29 | 2.869 | 3,72 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 1.021 | 6,80 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 32.634 | 2,81 | 6.403 | 5,61 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 84 | 0,00 | 16 | 0,00 | ||||
| 2026-01-14 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 2.404.910 | 0,05 | 459.314 | 2,46 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 49.150 | 0,49 | 9.387 | 2,89 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 31.247 | 130,49 | 6.131 | 136,77 | ||||
| 2025-11-13 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 2.566 | 490 | ||||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 236.456 | 45.161 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 21.895 | -11,61 | 4.306 | -8,98 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 33.211 | -0,36 | 6.343 | 2,04 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 5.769 | 5,14 | 1.132 | 8,02 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 263.681 | 1,18 | 50.360 | 3,62 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 13.459 | 7,52 | 2.641 | 10,46 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 2.298 | -0,69 | 439 | 1,62 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 478.310 | -27,44 | 93.844 | -25,46 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.260 | 0,00 | 443 | 2,78 | ||||
| 2026-01-28 | 13F | Momentum Wealth Planning, LLC | 34.840 | 6.654 | ||||||
| 2026-04-23 | 13F | American National Bank | 3.622 | -1,01 | 711 | 1,72 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 3.793 | -69,60 | 744 | -68,78 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 2.653 | 0,00 | 521 | 2,77 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 37.774 | -2,34 | 7.411 | 0,32 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 1.353 | -98,78 | 265 | -98,75 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.227 | -44,50 | 241 | -43,13 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 994 | -10,45 | 195 | -7,58 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 1.280 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 5.852 | 1.118 | ||||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 69.030 | 0,69 | 13.184 | 3,13 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 29.464 | 12,12 | 5.781 | 15,16 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 4.825 | -4,47 | 1 | |||||
| 2026-02-10 | 13F | Chartist Inc /ca/ | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 5.302 | -7,24 | 1.013 | -4,98 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 573.956 | 3,18 | 112.610 | 6,00 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 51.627 | 7,27 | 9.860 | 9,86 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.522 | 3,16 | 673 | 5,66 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.796 | 10,46 | 352 | 13,55 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 2.688 | -4,51 | 527 | -1,86 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.190 | -13,82 | 1.214 | -11,45 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 24.551 | -14,30 | 4.689 | -12,22 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 3.752 | -33,21 | 717 | -31,61 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1.086 | 0,00 | 213 | 2,90 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 100 | 0,00 | 19 | 5,56 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 3.885 | 0,00 | 762 | 2,83 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.625.697 | 1,35 | 318.962 | 4,11 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 22.394 | -2,61 | 4.277 | -0,26 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 28.328 | 3,72 | 5.558 | 6,54 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 6.455 | -9,62 | 1.266 | -7,12 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 7.443.431 | 1,45 | 1.421.621 | 3,89 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 9.089 | 22,38 | 1.783 | 25,74 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 1.672 | -8,78 | 334 | -2,35 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 861.724 | 3,57 | 169.070 | 6,40 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 169.322 | 0,61 | 33.221 | 3,36 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 2.293 | 0,00 | 450 | 2,75 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 2.028 | -2,22 | 398 | 0,25 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 53.033 | 10,32 | 10.405 | 13,33 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 113 | 0,00 | 22 | 0,00 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 107.349 | 5,72 | 20.503 | 8,27 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 9.150 | 182,49 | 1.748 | 189,24 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 47.687 | 6,09 | 9.356 | 8,99 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 5.997 | 1,54 | 1.145 | 4,00 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.892 | -33,45 | 371 | -31,55 | ||||
| 2026-01-21 | 13F | Naviter Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 49.164 | 6,14 | 9.439 | 9,29 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 87.820 | 11,28 | 17.230 | 14,31 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 5.126 | -2,53 | 980 | 0,10 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 422.508 | 4,95 | 82.896 | 7,82 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.004 | 383 | ||||||
| 2026-04-10 | 13F | HT Partners LLC | 1.968 | 0,00 | 386 | 2,93 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 110.704 | -0,17 | 21.720 | 2,55 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 101.548 | -10,59 | 19.395 | -8,63 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8.036 | -2,61 | 1.499 | 2,74 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 3.419 | 3,45 | 671 | 6,18 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 1.105 | 0,82 | 211 | 3,43 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 19.305 | 0,60 | 3.687 | 2,96 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 36.775 | 7.024 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 66.551 | -2,67 | 13.057 | -0,02 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 188.387 | -9,37 | 35.980 | 0,21 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 14.336 | 0,00 | 2.813 | 2,70 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 43.901 | 8,42 | 8.613 | 11,38 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 28.381 | 18,26 | 5.568 | 21,49 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 78.321 | -17,86 | 15.366 | -15,62 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 9.069 | -1,43 | 1.732 | 0,99 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 16.841 | 10,77 | 3.304 | 13,81 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1.252 | 239 | ||||||
| 2026-02-18 | 13F | Galaxy Group Investments LLC | 4.640 | 886 | ||||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 5.090 | -29,15 | 949 | -25,22 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 4.566 | -20,38 | 896 | -18,26 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 5.261 | 0,00 | 1 | -88,89 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 47.675 | 9.105 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 19.983 | 4.113 | ||||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 1.888 | 0,16 | 361 | 2,56 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 11.618 | 0,00 | 2.219 | 2,40 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 80.490 | -45,77 | 15.373 | -44,46 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 30.205 | -6,36 | 5.769 | -4,11 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 268 | 0,00 | 51 | 4,08 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 98.869 | -0,24 | 18.883 | 2,17 | ||||
| 2025-11-14 | 13F | Prudential Plc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 34.103 | 14,09 | 6.513 | 16,85 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 9.093 | 2,41 | 1.784 | 5,25 | ||||
| 2026-01-27 | 13F | PFG Advisors | 53.037 | -40,01 | 10.130 | -38,57 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 40.972 | 55,14 | 8.039 | 59,36 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 4.728 | -12,64 | 903 | -10,51 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 4.958 | -1,20 | 973 | 1,46 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 78.140 | 1,62 | 15.331 | 4,40 | ||||
| 2026-02-06 | 13F | Hexagon Capital Partners LLC | 19.501 | -2,63 | 3.725 | -0,27 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 1.116 | 213 | ||||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 3.431 | -1,21 | 673 | 1,51 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 30.099 | 0,25 | 5.905 | 2,98 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 189.637 | -0,26 | 35.365 | 5,24 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 3.944 | -1,35 | 774 | 1,31 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 119.698 | -1,05 | 23.651 | 4,29 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2.755 | 541 | ||||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 198 | 0,00 | 38 | 2,78 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 70.909 | 8,29 | 13.912 | 11,24 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 6.447 | 1,30 | 1.265 | 4,03 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 61.109 | 0,76 | 11.990 | 3,51 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 2.113 | -82,23 | 404 | -81,82 | ||||
| 2025-11-13 | 13F | Resurgent Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 775.119 | 7,34 | 153.985 | 14,04 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7.555 | 37,41 | 1.482 | 41,14 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 185.027 | 661,08 | 36.302 | 681,87 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 1.152 | 2,67 | 221 | 5,26 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.920 | -1,94 | 0 | |||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 6.331 | 0,84 | 1.289 | 3,45 | ||||
| 2026-01-06 | 13F | Clark Financial Services Group Inc /bd | 70.111 | -4,93 | 13.647 | -0,77 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 1.164 | -2,68 | 228 | 0,00 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 92 | 18 | ||||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 1.117 | -14,86 | 219 | -12,40 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 4.736 | -37,24 | 904 | -35,75 | ||||
| 2026-04-20 | 13F | City State Bank | 22.832 | 0,71 | 4.480 | 3,47 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 3.592 | -1,26 | 705 | 1,44 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 14.860 | -26,03 | 2.917 | -24,00 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 57.175 | 7,63 | 10.920 | 10,23 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 1.105 | 0,00 | 219 | 0,46 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 1.467 | 25,71 | 288 | 29,28 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 1.339 | 0,00 | 263 | 2,75 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 4.653 | -9,58 | 889 | -7,40 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 1.637 | 0,49 | 321 | -0,62 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 1.124 | 0,00 | 221 | 2,80 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 2.388 | 0,21 | 456 | 2,70 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 16.140 | 3.083 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 2.622 | -6,19 | 514 | -3,56 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 6.943 | 2,15 | 1.362 | 4,93 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 4.129 | 0,41 | 810 | 3,18 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 259 | 0 | ||||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 652 | -2,54 | 124 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.804 | -74,67 | 1.335 | -74,00 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 1.236 | 0,82 | 242 | 3,42 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 7.792 | -0,27 | 1.488 | 2,20 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1.751 | -15,70 | 344 | -13,38 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 28.547 | 24,87 | 5.452 | 27,89 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 5.984 | 1,03 | 1.143 | 3,44 | ||||
| 2026-02-17 | 13F | SPWM Advisors LLC | 1.881 | 359 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 59.253 | 0,85 | 11.625 | 3,60 | ||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 1.176 | 0,00 | 225 | 2,28 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 29.026 | 21,44 | 5.544 | 24,37 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 2.655 | 66,04 | 507 | 70,13 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 33.332 | 1,85 | 6.366 | 4,29 | ||||
| 2026-02-17 | 13F | Nepc Llc | 704.920 | 20,01 | 134.633 | 22,90 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 34.625 | 16,51 | 6.794 | 19,70 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1.274 | -4,85 | 250 | -2,35 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 72.016 | 1,49 | 14.130 | 4,26 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 70.293 | 13.425 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 471.585 | 12,94 | 90.068 | 15,67 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 115.872 | -0,98 | 22.246 | 1,94 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 11.922 | -4,02 | 2.345 | -1,18 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 577.300 | -1,02 | 110.259 | 0,87 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5.592 | 8,69 | 1.097 | 11,71 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 59.082 | 19,87 | 11.284 | 22,77 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 1.611 | 0,00 | 316 | 2,93 | ||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 1.049 | 202 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 6.675 | -20,77 | 1.245 | -16,45 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 2.773 | 7,36 | 530 | 9,98 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 12.703 | 16,66 | 2.492 | 19,87 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 5.863 | 1,00 | 1.150 | 3,79 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 116.322 | 138,59 | 22.822 | 145,11 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 100.648 | 1,96 | 19.223 | 4,42 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 91 | 75,00 | 18 | 88,89 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 3.497.133 | -0,49 | 667.918 | 1,92 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 9.537 | -0,67 | 1.871 | 2,07 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 5.405 | 4,14 | 1.032 | 6,72 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 708 | 0,00 | 135 | 2,27 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 8.156 | -11,46 | 1.600 | -9,04 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.471 | -25,62 | 1.073 | -23,58 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 1.702 | -1,45 | 334 | 1,22 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 1.300 | 0,00 | 248 | 2,48 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 3.098 | 6,17 | 608 | 8,98 | ||||
| 2026-04-23 | 13F | Rexford Capital Inc | 155 | 124,64 | 30 | 130,77 | ||||
| 2026-02-13 | 13F | Allianz Se | 1.324 | 0,00 | 253 | 2,44 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 875 | 167 | ||||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 1.085 | 217 | ||||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 3.984 | 6,01 | 782 | 8,93 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 9.792 | -11,30 | 1.826 | -6,41 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 83.000 | 0,55 | 15.852 | 2,98 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 523.585 | -8,95 | 102.727 | -6,46 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 4.821 | -5,41 | 946 | -2,88 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 147.121 | 5,58 | 29 | 7,69 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 14.473 | 1,43 | 2.764 | 3,87 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 5.999 | 42,94 | 1.177 | 46,94 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 4.140 | 0,00 | 812 | 2,78 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 8.346 | -4,55 | 1.637 | -1,98 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 2.031 | 1,55 | 388 | 4,03 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 1.267 | 0,00 | 249 | 2,90 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 14.631 | 2.871 | ||||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 1.110 | 0,00 | 218 | 2,84 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 6.043 | 125,49 | 1.154 | 131,26 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 7.071 | 209 | ||||||
| 2026-02-09 | 13F | Wealthquest Corp | 1.111 | 212 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | American Alpha Advisors, LLC | 25.208 | 13,46 | 4.814 | 16,20 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 250.436 | 1,81 | 47.831 | 4,26 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 2.639 | 6,11 | 518 | 8,84 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 88.781 | 6,07 | 16.965 | 8,69 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 51.807 | -2,30 | 10 | 0,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 19.808 | -5,12 | 3.886 | -2,53 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 8.241.454 | 6,96 | 1.574.035 | 9,54 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 10.679 | 3,48 | 2.095 | 2,70 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 43.281 | 0,00 | 8.492 | 2,72 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 748.472 | 5,66 | 142.951 | 8,21 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 3.101 | 36,49 | 608 | 40,42 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 32.172 | -1,80 | 6.312 | 0,88 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 7.667 | -0,20 | 1.464 | 2,23 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 29.052 | 12,04 | 5.549 | 14,75 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 9.110 | 38,87 | 1.787 | 42,73 | ||||
| 2025-11-04 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 5.305 | 0,00 | 1.041 | 2,67 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 36.214 | -0,76 | 7.105 | 1,95 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 153.332 | -4,83 | 30.084 | -2,23 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 3.690 | 705 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.167 | -65,55 | 638 | -64,79 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 6.460 | 14,24 | 1.234 | 16,98 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1.756 | 0,00 | 335 | 0,00 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 785 | 150 | ||||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 1.747 | -11,54 | 343 | -9,28 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 1.703.688 | 0,08 | 325.387 | 2,49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 120.122 | -9,78 | 23.566 | -7,32 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 59 | -10,61 | 12 | -8,33 | ||||
| 2026-02-11 | 13F | Erste Asset Management GmbH | 68.600 | 13.102 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 237.644 | -26,03 | 45.388 | -24,25 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 4.991 | 0,00 | 953 | 1,93 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 53.000 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 498 | 0,00 | 98 | 2,11 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 765 | -8,93 | 150 | -6,25 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 74.859 | 51,09 | 14.297 | 54,73 | ||||
| 2026-02-13 | 13F | Verition Fund Management LLC | 2.603 | 497 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 9.870 | -5,49 | 1.936 | -2,91 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 1.114 | -2,96 | 219 | -0,46 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1.929 | 368 | ||||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 3.930 | 11,21 | 751 | 13,81 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 98 | 0,00 | 19 | 5,56 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 19.235 | 28,93 | 3.774 | 32,43 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 1.661 | -24,29 | 326 | -22,43 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 22.747 | 4.463 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 37.544 | -11,96 | 7.366 | -9,55 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 37.113 | 7.282 | ||||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 5.608 | -8,95 | 1.071 | -6,71 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.783 | -1,72 | 3.489 | 0,96 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.486.260 | 2,25 | 283.861 | 4,71 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 27.011 | 5.159 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 4.252 | 1,12 | 834 | 3,86 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 11 | -42,11 | 2 | -33,33 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 17.260 | -5,33 | 3.386 | -2,73 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 2.273 | -2,40 | 434 | 0,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 1.042.872 | -6,98 | 199.178 | -4,77 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 52.265 | 3,56 | 10.254 | 6,39 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.069.631 | 3,13 | 209.862 | 5,94 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 88.807 | -1,61 | 17.424 | 1,07 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 6.203 | -22,28 | 1.217 | -20,14 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 187 | 0,00 | 36 | 2,94 | ||||
| 2026-01-14 | 13F | Trustees of Dartmouth College | 182.250 | 0,00 | 34.808 | 2,41 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 55.273.064 | 2,42 | 10.556.603 | 4,85 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 539.758 | 3,03 | 103.088 | 5,52 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 85.291 | 10,99 | 16.290 | 13,67 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 261.740 | 3,82 | 51.349 | 6,64 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 11.142 | -0,38 | 2.128 | 2,06 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 3.297 | -4,60 | 647 | -2,12 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 607 | 0,00 | 119 | 3,48 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 26.086 | -8,35 | 5.118 | -5,83 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 977 | -45,54 | 187 | -44,31 | ||||
| 2026-01-13 | 13F | Wynn Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 16.160 | 0,32 | 3.171 | 3,06 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 60.787 | -0,24 | 12.416 | -1,27 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 2.117.942 | 1,14 | 407.428 | 3,80 | ||||
| 2026-01-30 | 13F | Financial Services Advisory Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 27.721 | 2,04 | 5.295 | 4,50 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 906.888 | 13.908 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 7.462 | 4,58 | 1.464 | 7,49 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 8.126 | 0,54 | 1.594 | 3,31 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.678 | 39,95 | 329 | 43,67 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 1.159 | 0 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 36.886 | 3,93 | 7.237 | 6,76 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2.061 | -1,76 | 404 | 1,00 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1.470 | -16,43 | 288 | -14,03 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 1.071 | 0 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 20.560 | 7,69 | 4.034 | 10,61 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 106.615 | 0,65 | 20 | 5,26 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 9.612 | -2,35 | 1.886 | 0,27 | ||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 39.091 | 124,22 | 7.466 | 129,62 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 10.785 | 678,14 | 2.060 | 698,06 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1.533 | -30,54 | 301 | -28,74 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 1.499 | 0,00 | 294 | 2,80 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 43 | 0,00 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 12.831 | -2,78 | 2.518 | -0,16 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 366.370 | 16,41 | 69.973 | 19,22 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 1.683 | -6,76 | 321 | -4,46 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 6.973 | 7,16 | 1.368 | 10,14 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 12.945 | 7,82 | 2.540 | 10,78 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 3.975 | 789,26 | 759 | 814,46 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 5.831 | 0,07 | 1.114 | 1,92 | ||||
| 2026-02-12 | 13F | Systematic Alpha Investments, LLC | 894.868 | 0,00 | 170.911 | 2,41 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 431.968 | -0,79 | 87.668 | 5,42 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.384 | -6,11 | 272 | -3,56 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 1.678 | 0,00 | 329 | 2,81 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9.553 | 8,98 | 1.879 | 12,19 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 10.603 | 1,53 | 2.025 | 3,47 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 5.618 | 14,23 | 1.102 | 17,36 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 13.244 | 11,36 | 2.530 | 14,07 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 12.866 | 34,01 | 2.457 | 37,26 | ||||
| 2026-01-13 | 13F | Lionshead Wealth Management, LLC | 2.156 | 0,37 | 412 | 2,24 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 13.144 | -1,17 | 2.579 | 1,54 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2.600 | 510 | ||||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 484 | -30,26 | 92 | -28,68 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.288 | 0,00 | 255 | 0,79 | ||||
| 2026-02-11 | 13F | LeClair Wealth Partners LLC | 55.521 | 30,91 | 10.604 | 34,06 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.333.021 | 31,09 | 254.600 | 34,26 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 2.883 | -0,24 | 551 | 2,23 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 1.421 | 0,00 | 271 | 2,26 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 36.434 | 2,17 | 6.959 | 4,63 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 1.276 | 0,00 | 250 | 2,88 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 32.640 | -0,02 | 6.234 | 1,88 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 4.150 | 0,00 | 793 | 2,46 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 12.428 | -11,25 | 2.438 | -8,83 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 4.844 | 9,27 | 926 | 11,99 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 2.460 | 1,99 | 483 | 4,78 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Permanent Capital Management, LP | 1.125 | 0,00 | 215 | 1,90 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 8.743 | 18,13 | 1.670 | 20,94 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 23.417 | 7,34 | 4.594 | 10,27 | ||||
| 2026-02-17 | 13F | Family Management Corp | 54.264 | 5,54 | 10.364 | 8,08 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 11.429 | 2,32 | 2.183 | 4,75 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 1.155 | 221 | ||||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 28.906 | -1,03 | 5.521 | 1,36 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 246.791 | 2,62 | 48.420 | 5,42 | ||||
| 2026-01-27 | 13F | Members Advisory Group LLC | 77.184 | -27,53 | 14.743 | -25,79 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3.069 | -4,93 | 586 | -2,66 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 27.221 | -6,94 | 5.199 | -4,69 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2.462 | 24,34 | 475 | 25,00 | ||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 6.936 | 1.325 | ||||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 1.892 | 0,00 | 361 | 2,56 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.158 | 223,46 | 227 | 233,82 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 30.513 | 26,44 | 5.987 | 29,90 | ||||
| 2026-01-27 | 13F | Benningfield Financial Advisors, Llc | 11.357 | 4,30 | 2.169 | 6,85 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 1.128 | -1,57 | 221 | 1,38 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 420.198 | 8,66 | 80.254 | 11,28 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 68.943 | -0,37 | 13.167 | 2,04 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 74.917 | 0,00 | 14.308 | 2,41 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 5.076 | -2,98 | 996 | -0,40 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5.535 | 0,00 | 1.086 | 2,65 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 245 | 0,82 | 46 | 4,65 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | 14.912 | 0,00 | 2.848 | 2,45 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 1.115 | -1,93 | 219 | 0,46 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 367.950 | -16,29 | 72 | -14,29 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 14.501 | 9,33 | 2.770 | 11,97 | ||||
| 2026-02-13 | 13F | Lavaca Capital Llc | Call | 300 | 0,00 | 57 | 3,64 | |||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 98.828 | -4,42 | 19.390 | -1,81 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 3.754 | 0,00 | 717 | 0,00 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 5.950 | 1.136 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 14.879 | 4,58 | 2.842 | 7,09 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 255.584 | 1,56 | 48.814 | 3,49 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.302.280 | 5,86 | 248.722 | 8,41 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.652 | -12,16 | 520 | -9,72 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 443 | 0,45 | 91 | 10,98 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 9.926 | -0,57 | 1.896 | 1,83 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 3.952 | 7,48 | 775 | 10,24 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 1.820 | 0,83 | 0 | |||||
| 2025-11-12 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.108 | -1,98 | 1.002 | 0,70 | ||||
| 2026-02-13 | 13F | PYA Waltman Capital, LLC | 1.656 | 0,00 | 316 | 2,60 | ||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 51.139 | 5,48 | 9.767 | 8,03 | ||||
| 2026-02-11 | 13F | CNB Bank | 151 | 29 | ||||||
| 2026-01-27 | 13F | Seeds Investor Llc | 20.714 | 0,14 | 3.956 | 2,57 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 136.148.963 | 1,75 | 26.003.090 | 4,20 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 1.033 | 203 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 27.082 | 5.172 | ||||||
| 2026-04-15 | 13F | Verum Partners LLC | 10.921 | 0,43 | 2.143 | 3,18 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 89.604 | 22,64 | 17.580 | 25,99 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 921 | 0,00 | 181 | 2,86 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 410 | 78 | ||||||
| 2026-02-10 | 13F | Pecaut & Co. | 6.355 | 1,32 | 1.214 | 3,76 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 126.341 | -1,99 | 24.788 | 0,68 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Heritage Trust Co | 1.783 | -49,68 | 341 | -48,48 | ||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 6.381 | 1,19 | 1.219 | 3,57 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 22.491 | -52,14 | 4.194 | -49,50 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 211 | 0,00 | 41 | 2,50 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 4.425 | 12,74 | 868 | 15,89 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 2.980 | 0,00 | 585 | 2,64 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 58.175 | 5,59 | 11.111 | 8,14 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.670 | 319 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 6.815 | -2,45 | 1.337 | 0,22 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 9.972 | 4,84 | 1.905 | 7,39 | ||||
| 2026-02-10 | 13F | Td Asset Management Inc | 1.466 | 0,00 | 280 | 2,20 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 1.306 | 249 | ||||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 1.270 | 0,00 | 249 | 2,89 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 21.669 | 0,75 | 4.139 | 3,19 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.155.842 | -0,89 | 226.776 | 1,82 | ||||
| 2026-01-27 | 13F | Bonfire Financial | 23.370 | -7,05 | 4.463 | -5,28 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 1.102 | 0,00 | 210 | 2,44 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 342.402 | -1,17 | 65.395 | 1,22 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 2.704 | 1,05 | 516 | 3,41 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 3.663 | 0,03 | 719 | 2,72 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 3.665 | -0,08 | 700 | 2,49 | ||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 6.001 | -17,09 | 1.146 | -15,05 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 12.613 | -18,11 | 2.409 | 4,60 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 3.792 | 0,18 | 724 | 2,70 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1.060 | 0,00 | 208 | 2,48 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 96 | 0,00 | 18 | 5,88 | ||||
| 2026-02-02 | 13F | Payne Capital Management, LLC | 73.149 | 1,25 | 13.971 | 3,69 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 39.721 | 14,20 | 7.586 | 16,96 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 74.365 | -8,69 | 14.590 | -6,20 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4.057 | 0,82 | 796 | 3,52 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 6.088 | -3,10 | 1.163 | -0,77 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 714 | 0,00 | 140 | 2,94 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 1.761 | 0,00 | 346 | 2,68 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 1.343 | -15,69 | 263 | -13,49 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 3.310 | -0,84 | 649 | 1,88 | ||||
| 2026-02-11 | 13F | Teachers Insurance & Annuity Association Of America | 6.293 | 0,00 | 1.202 | 2,39 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 2.917 | -9,18 | 557 | -6,86 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 672 | 5,99 | 132 | 8,26 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 40.194 | 6,45 | 7.622 | 8,24 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 45 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 4.632 | 0,00 | 916 | 0,77 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 3.476 | 0,00 | 664 | 2,31 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 28.526 | -3,08 | 5.448 | -0,73 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 23.393 | 8,78 | 4.701 | 18,35 | ||||
| 2026-02-13 | 13F | Croban | 2.187 | 0,00 | 418 | 2,46 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 4.125 | 0,10 | 809 | 2,80 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 4.749 | 932 | ||||||
| 2026-04-21 | 13F | Northeast Investment Management | 22.354 | 2,76 | 4.386 | 5,56 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 8.156 | -4,23 | 1.600 | -1,60 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 641 | 3,39 | ||||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 3.742 | 715 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.697 | 46,29 | 336 | 51,58 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 26.915 | 3,58 | 5.281 | 6,39 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 11.459 | 15,30 | 2.209 | 18,96 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 1.285 | 0,00 | 245 | 2,51 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 13.129 | -3,88 | 2.508 | -1,57 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 33.876 | -0,31 | 6.647 | 2,40 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 2.067 | 14,26 | 406 | 17,39 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.439 | 0,21 | 275 | 2,62 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 116.133 | -9,79 | 22.785 | -7,33 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 48.815 | 0,51 | 9.577 | 3,26 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 3.769 | 143,48 | 739 | 150,51 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 254.131 | -4,58 | 48.537 | -2,28 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 175 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 350.666 | 1,08 | 66.974 | 3,52 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 10.632 | -1,13 | 2.086 | 1,61 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 4.502 | -1,81 | 883 | -2,86 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 2.724 | 0,00 | 520 | 2,56 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.669.869 | -1,75 | 700.908 | 0,62 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 103.439 | -1,95 | 20 | 0,00 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 82.448 | 1,19 | 16.176 | 3,95 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 8.127 | -20,56 | 1.552 | -18,62 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 1.318 | -39,15 | 259 | -37,53 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 1.210 | 0,00 | 237 | 2,60 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 1.130 | 0,00 | 222 | 2,79 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 23 | 0,00 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 1.867 | 14,54 | 366 | 17,68 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 9.630 | -19,56 | 1.909 | -14,70 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 134.771 | 3,95 | 25.740 | 6,46 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 320 | 0,31 | 61 | 3,39 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 2.251 | 430 | ||||||
| 2026-02-12 | 13F | Sepio Capital, LP | 181.516 | -8,49 | 34.668 | -6,29 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 7.467 | 10,43 | 1.426 | 13,08 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 4.372 | 9,46 | 1 | |||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 206 | -17,27 | 39 | -15,22 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 44.766 | 3,21 | 8.783 | 6,04 | ||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 3.626 | -8,64 | 711 | -6,20 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 265.857 | -1,71 | 50.776 | 0,66 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 113.665 | -2,84 | 22.301 | -0,18 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 360 | 69 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 1.280 | 1,19 | 251 | 4,15 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 5.602 | 31,04 | 1.099 | 34,68 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 7.753 | -1,17 | 1.481 | 1,16 | ||||
| 2026-02-17 | 13F | Wallace Hart LLC | 15 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Permanens Capital L.P. | 561.293 | -14,48 | 107.201 | -12,86 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 80.847 | 9,30 | 15.441 | 11,93 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 1.046 | 205 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 8.704 | 19,87 | 1.688 | 23,48 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 4.434 | -1,90 | 847 | 0,48 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 3.726 | 0,03 | 731 | 2,67 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 11.815 | 2.434 | ||||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 15.037 | 7,39 | 2.950 | 10,32 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 5.168 | -1,47 | 987 | 0,92 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 2.936 | -3,01 | 576 | -0,52 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Put | 3.300 | 630 | |||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Call | 2.400 | 458 | |||||
| 2026-02-13 | 13F | Graney & King, LLC | 7.679 | 0,00 | 1.467 | 2,37 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 7.915.910 | 254,20 | 1.511.860 | 282,76 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 158 | 6,04 | 30 | 11,11 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 20.283.049 | -7,37 | 3.873.860 | -5,13 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 26.921 | -7,41 | 5.282 | -4,90 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 7.660 | 0,13 | 1.503 | 2,81 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 1.149 | 219 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 60.210 | 1,03 | 11.500 | 3,46 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 155.702 | -5,34 | 29.738 | -3,05 | ||||
| 2026-02-13 | 13F | Snowwater Investment Partners, Llc | 3.500 | 668 | ||||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 2.886 | -6,18 | 566 | -3,58 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 5.781 | 0,00 | 1.104 | 2,41 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 4.390 | 44,41 | 861 | 48,45 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 537 | 2.457,14 | 107 | |||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 10.428 | -1,22 | 2.046 | 1,44 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 1.427 | 2,88 | 280 | 5,68 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 2.403 | 5,07 | 472 | 8,03 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 13.445 | -7,31 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 7.172 | 0,00 | 1.370 | 2,39 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.382 | 0,14 | 271 | 3,04 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 20.188 | 0,00 | 3.856 | 2,42 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 18.197 | 5,40 | 3.570 | 8,28 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 67.085 | 0,92 | 13.162 | 3,68 | ||||
| 2025-11-04 | 13F | Adell Harriman & Carpenter Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 3.162 | 0,41 | 604 | 2,73 | ||||
| 2026-02-13 | 13F | Aviso Wealth Management | 1.127 | -0,09 | 215 | 2,38 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5.433 | -2,04 | 1.066 | 0,57 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 2.218 | -3,77 | 435 | -1,14 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 8.388 | -0,15 | 1.646 | 2,56 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 87.648 | -2,78 | 17.197 | -0,13 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 482 | 0,00 | 95 | 2,17 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 6.308 | 1,33 | 1.238 | 4,12 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 41.780 | 1,02 | 7.792 | 6,59 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 3.207 | 0,63 | 629 | 3,45 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 1.152 | -10,49 | 220 | -8,33 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1.052 | -7,48 | 206 | -5,07 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 8.200 | 0,00 | 1.609 | 2,68 | ||||
| 2026-04-20 | 13F | Barton Investment Management | 1.235 | 0,00 | 242 | 2,98 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.472 | 0,55 | 281 | 3,31 | ||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 1.678 | 333 | ||||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 34.202 | 81,25 | 6.532 | 85,62 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 2.263 | 0,00 | 432 | 1,89 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 15.390 | -1,09 | 2.940 | 0,79 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 105.029 | -65,03 | 20.060 | -64,19 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 2.882 | 565 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 20.212 | -20,74 | 3.860 | -18,82 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 1.065 | 0,00 | 203 | 2,53 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 29.605 | 10,47 | 6.110 | 22,15 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 52.678 | 70,78 | 10.061 | 74,90 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 4.153 | 0,00 | 793 | 2,45 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 623 | 0,00 | 122 | 3,39 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.690 | 0,00 | 323 | 1,90 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 283 | 0,00 | 56 | 7,69 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 699 | -36,57 | 137 | -34,76 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 111.824 | 8,40 | 21.940 | 10,31 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 67.822 | 11,83 | 13.843 | 19,50 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 3.895 | 0,26 | 744 | 2,76 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 10.906 | -12,88 | 2.083 | -10,80 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 15.770 | -1,55 | 3.012 | 0,30 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 5.942 | 0,08 | 1.135 | 2,44 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 33.340 | 10,99 | 6.368 | 13,68 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 1.290 | 0,08 | 253 | 2,85 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 29.080 | -18,72 | 5.554 | -12,16 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 30.752 | 1,45 | 5.873 | 3,91 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 6.777 | 33,46 | 1.294 | 36,79 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 10.328 | 0,30 | 2.026 | 3,05 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 3.394 | 0,12 | 666 | 2,78 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 3.199 | -81,28 | 17 | 433,33 | ||||
| 2026-02-17 | 13F | Mars Jewett Financial Group, Inc. | 4.355 | 901 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 2.787 | 3,76 | 547 | 6,43 | ||||
| 2026-04-23 | 13F | Grand Central Investment Group | 1.299 | 0,00 | 255 | 2,42 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 1.541 | -74,88 | 294 | -74,28 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 9.415 | -92,64 | 1.831 | -92,33 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 57.191 | -0,80 | 11.221 | 1,91 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 386.078 | 384,87 | 73.737 | 396,58 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 922 | -0,65 | 181 | 1,69 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 12.457 | 15,59 | 2.444 | 18,76 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 53.869 | 31,79 | 10.289 | 34,96 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 15.650 | 2,45 | 3.071 | 5,25 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 705 | 137 | ||||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 1.583 | 0,00 | 311 | 2,65 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Davidson Trust Co | 29.078 | -0,30 | 5.706 | 2,44 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 799.450 | 97,25 | 156.852 | 102,63 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 4.760 | 0,36 | 909 | 2,83 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 89.521 | -5,90 | 17.564 | -3,33 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 17.996 | 57,31 | 3.437 | 61,13 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 73.921 | -0,84 | 14.503 | 1,86 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 3.919 | 0,00 | 769 | 2,67 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.080 | 17,91 | 408 | 21,43 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 9.312 | -13,51 | ||||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 313 | 222,68 | 60 | 227,78 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 2.615 | 10,11 | 499 | 12,90 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 5.511 | -21,83 | 1.081 | -19,69 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.371 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 1.105 | 0,00 | 217 | 2,37 | ||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 441 | -31,20 | 84 | -29,41 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 62.774 | -1,77 | 11.989 | 0,59 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 9.751 | 1.862 | ||||||
| 2026-02-02 | 13F | Marks Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 7.504 | 1.472 | ||||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 5.299 | -48,10 | 1.012 | -46,85 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 2.526 | 0,40 | 482 | 2,77 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 50.549 | 63,68 | 9.654 | 67,63 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 1.048 | 0,00 | 206 | 2,50 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 23.032 | 1,21 | 4.399 | 3,63 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.636 | 0,00 | 517 | 2,78 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.342 | 0,00 | 829 | 2,47 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 25.479 | 2,66 | 4.999 | 5,49 | ||||
| 2026-02-05 | 13F | Arjuna Capital | 17 | -82,47 | 3 | -83,33 | ||||
| 2026-02-06 | 13F | Mullooly Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cooper Capital Advisors LLC | 64.198 | 0,11 | 12.261 | 2,53 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 51.749 | 0,55 | 9.651 | 0,91 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 15.751 | 6,24 | 3.090 | 9,15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 309.295 | 5,09 | 60.684 | 7,96 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 9.786 | 5,38 | 1.920 | 8,29 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 1.057 | -10,58 | 202 | -8,64 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 60.134 | -3,20 | 11.798 | -0,56 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 2.835 | 0,00 | 556 | 2,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 16.161 | 291,97 | 3.171 | 302,80 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 27.065 | -18,44 | 5.169 | -16,47 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 29.355 | 0,11 | 5.759 | -0,64 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 8.056 | 0,46 | 1.539 | 2,88 | ||||
| 2026-02-12 | 13F | Parsonex Advisory Services, Inc. | 10.409 | 2,24 | 1.988 | 4,74 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 2.013 | -2,38 | 397 | -1,25 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 326.948 | 5,04 | 64.147 | 7,91 | ||||
| 2026-02-13 | 13F | Corps Capital Advisors, LLC | 1.260 | 241 | ||||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 1.347.298 | 55,39 | 257.321 | 59,13 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 135.718 | 0,86 | 26.628 | 3,61 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2.446 | 0,00 | 480 | 2,57 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 129.464 | 2,64 | 24.726 | 5,58 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 1.706 | 17,82 | 335 | 21,01 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 3.964 | 0,00 | 778 | 2,64 | ||||
| 2026-04-23 | 13F | Simmons Bank | 31.317 | -5,33 | 6.144 | -2,74 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 1.871 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 1.362 | 14,45 | 267 | 17,62 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 5.221.026 | -0,54 | 997.164 | 1,86 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 14.720 | -20,77 | 2.811 | -18,85 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 214.953 | 3,96 | 41.054 | 6,47 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 218.561 | -0,18 | 42.882 | 2,54 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 924 | -18,09 | 181 | -16,59 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 55.951 | -5,88 | 11 | -9,09 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 314.273 | 13,66 | 61.660 | 16,76 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 35.271 | 1,59 | 6.736 | 4,05 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 64.782 | -0,71 | 12.373 | 1,68 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 1.514 | 0,60 | 299 | 2,40 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 1.219 | 239 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 5.624 | 0,00 | 1.103 | 2,70 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Baring Financial LLC | 6.365 | 2,89 | 1.249 | 5,67 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 20.387 | 2,60 | 3.894 | 5,07 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 6.338 | 2,99 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 258 | 0,39 | 51 | 2,04 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 16.384 | 1,99 | 3.129 | 4,47 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 300 | 57 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 22.630 | -2,17 | 4.440 | 0,52 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 2.118 | 0,00 | 405 | 2,54 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.091 | 214 | ||||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 28.996 | -20,80 | 5.538 | -18,90 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 51.650 | 3,37 | 10.134 | 6,18 | ||||
| 2026-04-28 | 13F | Intrinsic Value Partners, LLC | 26.062 | 4,87 | 5.113 | 7,73 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 4.078 | 37,12 | 861 | 55,42 | ||||
| 2026-02-13 | 13F | Cito Capital Group, LLC | 1.019 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 56.676 | 1,56 | 11.120 | 4,33 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 353.271 | 0,53 | 69.312 | 3,27 | ||||
| 2026-01-14 | 13F | BFI Infinity Ltd. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 3.509 | -1,40 | 688 | 1,33 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 9.419 | 4,09 | 1.799 | 6,58 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 56.890 | 4.164,62 | 11.162 | 4.294,09 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 159.481 | 8,66 | 31.290 | 11,62 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 58.279 | 8,63 | 11.434 | 11,59 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 512.882 | 48,98 | 98 | 51,56 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 727.968 | 4,65 | 139.035 | 7,17 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 3.948 | 11,05 | 775 | 14,16 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 277.178 | 19,92 | 54.382 | 23,19 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 13.996 | 2.673 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 308.142 | -1,50 | 58.853 | 0,88 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.900 | 373 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 74.447 | 12,21 | 15 | 16,67 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.738 | -3,44 | 341 | -0,87 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 457 | 4,34 | 87 | 7,41 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25.927 | 6,39 | 5.087 | 9,28 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 40.469 | 8.214 | ||||||
| 2026-02-12 | 13F | Groupe la Francaise | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 635 | 0,47 | 125 | 3,33 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 2.913 | 3,70 | 572 | 6,53 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 3.949 | 754 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 17.257 | -3,55 | 3.503 | -0,57 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 27.412 | -1,77 | 5 | 0,00 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 1.167 | 0,00 | 225 | 3,69 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 8.835 | 7,93 | 1.687 | 10,55 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Nicholson Meyer Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4.243.341 | -1,45 | 810.436 | 0,93 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 79.379 | -7,43 | 15.574 | -4,90 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 1.395 | -3,79 | 266 | -1,48 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 37.899 | 0,53 | 7.238 | 2,96 | ||||
| 2026-02-09 | 13F | 44 Wealth Management Llc | 16.340 | 3.121 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 254 | 0,00 | 50 | 2,08 | ||||
| 2026-02-17 | 13F | Harris Associates L P | 19.859 | 2.554,95 | 3.793 | 2.628,06 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 5.719 | -4,59 | 1.122 | -1,92 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 37.646 | 2,80 | 7.190 | 4,75 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 1.316 | 0,00 | 258 | 2,79 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 7.563 | 2,37 | 1.484 | 5,10 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 12.399 | 2.368 | ||||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 1.062 | 203 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 2.283 | 20,03 | 448 | 23,42 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 2.189 | 429 | ||||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 361.980 | -2,18 | 69.135 | -0,32 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 6.176 | 114,00 | 1.212 | 119,96 | ||||
| 2025-11-12 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | 0 | ||||||
| 2026-01-29 | 13F | Advantage Trust Co | 117.505 | 16,02 | 22.442 | 18,82 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 44.169 | 0,21 | 8.436 | 2,62 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 10 | -91,87 | 2 | -95,65 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 4.822 | 13,70 | 946 | 16,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.575 | 20,11 | 898 | 23,38 | ||||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 85 | 1,19 | 16 | 6,67 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 120.529 | -0,78 | 23.648 | 1,92 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 151.572 | -4,86 | 29.738 | -2,27 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 1.494 | 11,41 | 285 | 14,00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 27.394 | 4,85 | 5.375 | 7,72 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 1.045 | 211 | ||||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 5.054 | 97,65 | 965 | 102,73 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 75.835 | -0,89 | 14.879 | 1,81 | ||||
| 2026-02-12 | 13F | Provida Pension Fund Administrator | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 1.212 | 231 | ||||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 2.105 | -2,32 | 413 | 0,49 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 39.727 | 6,00 | 7.794 | 8,89 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.552 | 7,08 | 893 | 10,11 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 25.194 | -5,58 | 4.943 | -2,98 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 2.676 | 0,49 | 511 | 3,02 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 647 | 0,31 | 127 | 2,44 | ||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 60 | 11 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 33.050 | -3,72 | 6.484 | -1,10 | ||||
| 2026-02-09 | 13F | King Wealth | 38.669 | 21,46 | 7 | 40,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 251.376 | 1,81 | 48.010 | 4,27 | ||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 1.209 | 0,00 | 231 | 2,22 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.623 | 1,03 | 711 | 3,80 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 184.455 | 3,01 | 35.229 | 5,50 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.877 | -0,43 | 2.459 | 1,99 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 183 | 35 | ||||||
| 2026-02-17 | 13F | Summit Global Investments | 2.548 | -1,28 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 2.969.781 | 1,37 | 567.198 | 3,81 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 2.251 | 3,78 | 430 | 6,19 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 171 | 0,00 | 34 | 3,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 16.432 | -2,09 | 3.224 | 0,59 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 99.270 | -2,96 | 19.477 | -0,31 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 2.179 | -89,06 | 446 | -88,05 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 182.239 | 2,44 | 35.755 | 5,23 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 100.433 | 24,18 | 19.705 | 27,57 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2.635 | 0,00 | 517 | 2,58 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 10.557 | -34,50 | 2.016 | -32,91 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 4.454 | 2,41 | 851 | 4,81 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 1.107 | -0,72 | 217 | 2,36 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 9.995 | 22,71 | 1.909 | 25,69 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 1.364 | 0,00 | 261 | 2,36 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 40.100 | 65,02 | 7.659 | 69,01 | |||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 12.854 | 11,33 | 2.522 | 14,33 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 69.000 | -0,14 | 13.178 | 2,27 | |||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 4.228 | 20,39 | 808 | 23,39 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 298.860 | 414,81 | 57.079 | 427,24 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 84.020 | 3,71 | 16.485 | 6,54 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 58.882 | 1,80 | 11.553 | 4,57 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 52.153 | 3,55 | 10.232 | 6,37 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 1.956 | -5,60 | 374 | -3,37 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 21.652 | 1,05 | 4.135 | 3,50 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 434 | 0,00 | 83 | 1,23 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.033 | -3,28 | 197 | -1,01 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 16.787 | 6,11 | 3.206 | 8,68 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 1.406 | 0,14 | 276 | 2,61 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 1.791 | 7,37 | 351 | 10,38 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.197 | 0,67 | 235 | 3,08 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 2.643 | 0,00 | 519 | 2,78 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 4.794 | -13,48 | 941 | -11,15 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 16.690 | 2,66 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 7.239 | -0,98 | 1.383 | 1,39 | ||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 1.800 | 344 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 31.266 | 424,95 | 6.134 | 439,49 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 3.601 | 1,01 | 688 | 3,46 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 1.858 | 0,00 | 355 | 2,31 | ||||
| 2026-03-09 | 13F | EMC Capital Management | 200 | -89,25 | 0 | |||||
| 2026-01-30 | 13F | Camden Capital, LLC | 3.537 | -0,11 | 676 | 2,27 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 48.039 | 42,41 | 9.425 | 46,31 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 465.070 | 90,66 | 91.247 | 95,86 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 293 | 0,00 | 58 | 3,64 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 4.916 | 29,68 | 965 | 33,15 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 3.092 | -2,58 | 607 | 0,00 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 130.751 | -0,56 | 26 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 109.879 | 3,56 | 20.986 | 6,06 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 94.480 | 3,58 | 18.045 | 6,07 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 4.692 | 0,00 | 921 | 2,68 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 350 | 67 | ||||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 3.070 | -32,36 | 586 | -30,73 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 3.938 | 752 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17.325 | 23,90 | 3.407 | 27,60 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 603.448 | 7,70 | 115.253 | 10,30 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 6.830 | 1.340 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 1.127 | 0,00 | 229 | 6,51 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 1.414 | 270 | ||||||
| 2026-04-16 | 13F | jvl associates llc | 2.213 | 0,00 | 434 | 2,84 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 17.997 | -0,02 | 3.531 | 2,73 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 5.233 | 11,13 | 999 | 13,78 | ||||
| 2026-04-07 | 13F | InvesTrust | 6.064 | 9,80 | 1.190 | 12,81 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 4.743 | 9,66 | 906 | 12,28 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 88.221 | 4,43 | 16.849 | 6,96 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 30.036 | 114,62 | 5.737 | 119,85 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 61 | 1,67 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 20.307 | -11,04 | 3.988 | -8,60 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 20.437 | -0,45 | 4.010 | -2,22 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 2.364 | 7,50 | 464 | 10,50 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.477 | 6,09 | 1.467 | 8,92 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 547.477 | 9,51 | 107.415 | 12,50 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 3.486 | 0,29 | 684 | 3,02 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 12.253 | 8,36 | 2.340 | 11,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.712.802 | -17,41 | 518.118 | 84.559,80 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 2.030 | 0,00 | 398 | 2,84 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 5.123 | -2,20 | 1.005 | 0,50 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 1.182 | -8,16 | 232 | -5,71 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 91 | 17 | ||||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 40.649 | 2,43 | 7.764 | 4,91 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1.570 | -0,51 | 308 | 2,33 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 8.409 | 3,58 | 1.606 | 5,87 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 29.840 | 0,21 | 5.855 | 2,94 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 1.141 | 0,00 | 224 | 2,76 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 12.266 | 1,89 | 2.407 | 4,65 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 21.067 | 6,53 | 4.133 | 9,45 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 1.098 | 0,00 | 215 | 2,87 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.655 | -0,02 | 913 | 2,70 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 13.686 | -0,35 | 2.614 | 2,03 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.386.698 | 7,61 | 264.845 | 10,21 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 185 | 0,54 | 36 | 2,86 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 1.557 | 0,00 | 297 | 2,41 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 6.859 | -1,21 | 1.346 | 1,51 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 4.704 | 8,21 | 923 | 11,08 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.440.253 | -0,55 | 275.074 | 1,85 | ||||
| 2026-02-05 | 13F | Prudent Investors Network | 2.225 | 8,38 | 425 | 10,99 | ||||
| 2026-02-17 | 13F | truNorth Financial Services, Inc. | 1.860 | 355 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 22.783 | 1,31 | 4.470 | 4,07 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.451.534 | 2,31 | 277.228 | 4,78 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 32.209 | 0,11 | 6.152 | 2,52 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 533.771 | 5,30 | 105.148 | 5,67 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 3.638 | -32,35 | 714 | -30,57 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 186 | 190,62 | 36 | 191,67 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 39.860 | 7.613 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.915 | 0,05 | 768 | 2,81 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 15.914 | 2,92 | 3.039 | 5,41 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 51.684 | -5,29 | 9.871 | -3,48 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 10.750 | -3,00 | 2.109 | -0,33 | ||||
| 2026-02-10 | 13F | Cercano Management LLC | 69.120 | 0,00 | 13.201 | 2,41 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 3.076 | 37,94 | 588 | 41,45 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 1.522 | 0,07 | 291 | 2,47 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 4.340 | 244,72 | 829 | 253,85 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 31.040 | -10,99 | 5.928 | -8,84 | ||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 16.809 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 7.210 | 4,69 | 1.377 | 7,17 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 6.659 | 3,87 | 1.272 | 6,36 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 308.508 | 17,10 | 58.922 | 19,93 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 3.117 | -0,86 | 612 | 1,83 | ||||
| 2026-04-22 | 13F | Motco | 1.862 | 0,00 | 365 | 2,82 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 23.540 | 19,50 | 4.496 | 22,38 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 2.842 | 0,04 | 543 | 2,46 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 523 | 0,00 | 103 | 3,03 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 10.711 | -6,88 | 2.046 | -4,62 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 8.866 | 47,91 | 1.739 | 51,88 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 343 | 0,00 | 64 | 0,00 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 4.098 | -5,20 | 804 | -2,55 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 24.407 | 59,86 | 4.661 | 63,72 | ||||
| 2026-02-11 | 13F | Capital International Investors | 6.679 | 91,05 | 1.285 | 97,84 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 6.342 | -9,15 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 3.357 | 0,27 | 641 | 2,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 18.305 | -0,41 | 3.592 | 2,31 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 1.262 | 0,00 | 241 | 2,55 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 6.480 | -0,02 | 1.271 | 2,75 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 3.433 | 0,00 | 656 | 2,34 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 997.691 | 2,95 | 195.747 | 5,76 | ||||
| 2026-02-11 | 13F | Invst, LLC | 14.751 | 3,17 | 2.817 | 5,66 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 22.346 | -2,12 | 4.268 | -0,26 | ||||
| 2026-04-14 | 13F | Capitol Family Office, Inc. | 715 | 0,00 | 136 | 0,00 | ||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 1.188 | 0,76 | 227 | 3,20 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.495 | 286 | ||||||
| 2026-01-20 | 13F | Westwood Wealth Management | 2.156 | 412 | ||||||
| 2026-02-10 | 13F | Weaver Consulting Group | 10.536 | 121,86 | 2.012 | 127,34 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 42.457 | 8.330 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 42.809 | -6,39 | 8.399 | -3,82 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 9.666 | -0,27 | 1.896 | 2,49 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2.242 | 0,58 | 440 | 3,29 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 1.844 | 50,41 | 352 | 54,39 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 34.232 | 4,47 | 6.538 | 6,99 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 52.877 | 2,11 | 10.374 | 4,89 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 351.076 | 6,66 | 67.052 | 9,23 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 1.780 | -35,01 | 340 | -26,57 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 12.974 | 3,32 | 2.478 | 5,27 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 1.473 | 289 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 280.648 | 10,31 | 53.601 | 12,97 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 351.488 | 4,20 | 68.962 | 7,04 | ||||
| 2026-02-13 | 13F | Commerce Bank | 75.424 | 15,64 | 14.405 | 18,43 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 25.682 | -5,13 | 5.039 | -2,55 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 27.000 | -0,95 | 5.157 | 1,44 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3.999 | 51,65 | 785 | 55,86 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 1.208 | 0,00 | 231 | 2,22 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 343.665 | -1,30 | 67.427 | 1,39 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 2.661 | 508 | ||||||
| 2026-01-30 | 13F | Levin Capital Strategies, L.p. | 1.125 | 0,00 | 215 | 2,39 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.190 | -38,44 | 227 | -37,12 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 129.239 | 10,95 | 24.683 | 13,63 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 21.894 | 6,18 | 4.296 | 9,07 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 12.321 | 0,38 | 2.353 | 2,84 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 65.343 | 11,05 | 12.480 | 13,73 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 11.458 | -2,57 | 2.188 | -0,64 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 22 | -99,90 | 4 | -99,90 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 52.734 | 28,53 | 10.346 | 32,03 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 70.719 | 0,34 | 13.875 | 3,08 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 1.357 | -35,38 | 253 | -31,81 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 10.257 | 166,35 | 1.959 | 172,70 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 32.115 | 11,33 | 6.301 | 14,38 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 6.538 | 18,16 | 1.283 | 21,40 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 1.347 | -17,77 | 257 | -15,74 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 70.676 | 6,90 | 13.510 | 9,47 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 40.291 | 0,92 | 7.905 | 3,67 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 178.299 | 3,96 | 34.053 | 6,47 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 227 | 45 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 124 | 69,86 | 24 | 84,62 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 7.784 | 1.487 | ||||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | AMG National Trust Bank | 6.022 | -0,94 | 1.150 | 1,50 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 2.846 | -10,90 | 544 | -8,74 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 3.715 | -10,00 | 729 | -7,61 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 7.872 | 0,19 | 1.544 | 2,93 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 93.601 | -1,41 | 18.365 | 1,28 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 13.989 | 2.672 | ||||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 4.700 | -10,05 | 922 | -7,62 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 2.704 | 0,00 | 516 | 2,38 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 2.133 | 0,00 | 418 | 2,70 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 14.717 | 2,96 | 2.811 | 5,44 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 173.329 | -1,37 | 34.007 | 1,32 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 8.052 | -4,21 | 1.538 | 2,74 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 5.342 | -0,32 | 1.048 | 2,44 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 30.779 | -5,25 | 5.878 | -7,77 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 106.998 | -8,97 | 20.993 | -7,15 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 1.505 | -4,38 | 295 | -1,67 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 1.890 | 48,12 | 371 | 52,26 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 15.944 | 784,30 | 3.128 | 809,30 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 127 | 0,00 | 26 | 0,00 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 218.776 | 0,27 | 42.924 | 3,01 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 82 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.912 | 0,00 | 375 | 2,74 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 2.830 | -2,01 | 555 | 0,73 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.126 | -0,19 | 613 | 2,51 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 626 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Sicart Associates LLC | 1.093 | 0,00 | 214 | 2,88 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 3.972 | 0,13 | 779 | 2,91 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 8.694 | -68,30 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10.179 | -1,10 | 1.997 | 1,63 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 785 | 0,00 | 154 | 2,68 | ||||
| 2026-05-01 | 13F | United Bank | 20.341 | -3,57 | 3.991 | -0,94 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 566.924 | 2,92 | 108.277 | 5,40 | ||||
| 2026-02-19 | 13F | Torrey-Payne Wealth Management, LLC | 1.808 | 358 | ||||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 32.224 | -0,44 | 6.155 | 1,95 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.440 | 10,77 | 278 | 20,96 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 12.912 | 12,80 | 2.466 | 15,56 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.593 | 0,56 | 1.068 | 2,99 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 33.943 | 588,78 | 6.660 | 607,65 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 59.640 | 1,09 | 11.391 | 3,53 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 3 | -40,00 | 1 | |||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 1.120 | 220 | ||||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 274 | 52 | ||||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Natixis | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 14.400 | 1,22 | 2.825 | 3,97 | ||||
| 2026-02-17 | 13F | Stage Harbor Financial, Llc | 16.012 | -6,62 | 3.058 | -4,35 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 1.284 | 0,00 | 245 | 2,51 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 81.110 | 0,00 | 15.491 | 2,41 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 1.944 | -3,33 | 381 | -0,78 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 2.430 | -4,74 | 464 | -2,32 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 4.033 | 1,51 | 791 | 4,35 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 328 | 8,25 | 66 | 11,86 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3.848 | -1,56 | 755 | 1,07 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 2.600 | -0,73 | 497 | 7,36 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 502.189 | 3,15 | 95.913 | 5,64 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 2.068 | 70,49 | 395 | 74,78 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.682 | 0,15 | 512 | 2,61 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 503.578 | -5,14 | 96.178 | -2,85 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 3.358 | 13,87 | 641 | 16,76 | ||||
| 2026-02-12 | 13F | Stonegate Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 189.548 | 4,43 | 36.202 | 6,95 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 4.419 | -0,94 | 867 | 1,76 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 534 | 0,00 | 105 | 2,97 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 8.744 | 4,61 | 1.670 | 7,19 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 831.903 | -0,98 | 158.885 | 1,41 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 3.218 | 0,00 | 631 | 2,77 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 3.410 | 0,15 | 669 | 2,92 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 10.944 | -25,43 | 2.041 | -21,33 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 5.616 | -0,95 | 1.073 | 1,42 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 19.163 | -1,31 | 3.660 | 1,05 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 202.049 | 2,78 | 38.589 | 5,26 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2.282 | -7,69 | 448 | -5,30 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 14.392 | 0,41 | 2.824 | 3,14 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 3.748 | 0,92 | 716 | 3,32 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1 | 0 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6.692 | 16,12 | 1.313 | 19,36 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 1.245 | 1,72 | 244 | 4,72 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 17.660 | -47,96 | 3.465 | -46,55 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.299 | 75,18 | 844 | 80,13 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 5.901 | 0,34 | 1 | 0,00 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 7.010 | 0,00 | 1.339 | 2,37 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 9.402 | 8,49 | 1.796 | 11,08 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 84.518 | 17,73 | 16.582 | 20,95 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 5.017 | -2,09 | 984 | 0,61 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 1.115 | 213 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9.566 | 9,45 | 1.877 | 12,40 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 15.886 | -8,53 | 3.034 | -6,36 | ||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 117 | 0,00 | 23 | 0,00 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 4.715 | -2,18 | 901 | 0,22 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 219.290 | 1,72 | 41.882 | 4,18 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 19.454 | 1,05 | 3.716 | 3,48 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 18.915 | -7,07 | 3.612 | -4,82 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 3.171 | 14,64 | 622 | 17,80 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 46.641 | 0,11 | 8.908 | 2,52 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 13.241 | 1.016,44 | 2.529 | 1.043,89 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1.704 | -4,54 | 334 | -1,76 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 3.328 | 636 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 634 | 1,28 | 124 | 4,20 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6.657 | 44,28 | 1.306 | 48,13 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 4.857 | -3,69 | 953 | -4,42 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 128.111 | 0,07 | 25.135 | 2,80 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 164.391 | -1,34 | 32.253 | 1,35 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 117.930 | 0,12 | 23.138 | 2,85 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 57.065 | 0,22 | 11.196 | 2,96 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 5.116 | 977 | ||||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 21.425 | 7,07 | 4.092 | 9,09 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 3.626 | 27,72 | 693 | 30,81 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 6.246 | -7,56 | 1.286 | 1,50 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 3.775 | 721 | ||||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 628.428 | 5,58 | 120.024 | 8,13 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 11.523 | 2.201 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 207 | 0,00 | 41 | 2,56 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 1.111.170 | -12,31 | 212.222 | -10,19 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 130.382 | 34,74 | 24.902 | 37,99 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 9.898 | 2,44 | 1.890 | 4,88 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 1.058 | 208 | ||||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 770 | 0,92 | 147 | 3,52 | ||||
| 2025-11-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 93.497 | 3,58 | 17.857 | 6,08 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 5.407 | 0,19 | 1.061 | 2,91 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 4.061 | 797 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 2.846.109 | 12.803,43 | 558.407 | 13.157,50 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 2.683 | 0,11 | 526 | 2,94 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 2.070 | -0,19 | 406 | 2,53 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 9.440 | -1,72 | 1.852 | 0,98 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 7.330 | -10,19 | 1.400 | -8,02 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.316 | -24,58 | 442 | -22,73 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 3.274 | -6,78 | 642 | -4,18 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 107.426 | 9,67 | 21.077 | 12,66 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 8.817 | -24,43 | 1.730 | -22,40 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 1.898 | 0,00 | 375 | 6,23 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 1.117.089 | -7,10 | 213.353 | -4,86 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 166.531 | 21,51 | 32.673 | 24,83 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 49.185 | 1,85 | 9.394 | 4,30 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 13.803 | 0,09 | 2.636 | 2,53 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 10.040 | 4,64 | 1.970 | 7,48 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 46.948 | 2,29 | 9.211 | 5,09 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 27.800 | 5,68 | 5.454 | 8,56 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 8.986 | -12,09 | 1.716 | -9,97 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 37.841 | -3,31 | 7.424 | -0,67 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 27.800 | 5.454 | ||||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 102.828 | 0,63 | 19.176 | 6,18 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 35.353 | 15,34 | 6.936 | 18,50 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 1.181 | 226 | ||||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 6.032 | 257,35 | 1.229 | 260,12 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 11.020 | 2.105 | ||||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 1.535.058 | 3,36 | 304.387 | 9,90 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 1.297 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3.706 | 20,25 | 727 | 23,64 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 29.207 | 1,84 | 5.730 | 4,62 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 2.359 | 0,04 | 463 | 2,67 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 4.246 | 0,21 | 833 | 2,97 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 36.401 | 3,24 | 7.142 | 6,04 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 87 | 0,00 | 17 | 6,25 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 694.349 | 1,99 | 132.614 | 4,45 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 8.384 | -0,60 | 1.601 | 1,84 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 9.622 | -6,98 | 1.965 | -3,20 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3.579 | 10,12 | 702 | 13,23 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 109.844 | 2,87 | 20.979 | 5,35 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 3.378 | -0,62 | 645 | 1,90 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 162.346 | 137,80 | 31.006 | 143,55 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 32.668 | 13,09 | 6.239 | 15,84 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 94.875 | 7,19 | 18.753 | 10,38 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 3.243 | 0,53 | 619 | 2,82 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 521 | -3,70 | 100 | -1,00 | ||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 22.063 | -0,18 | 4.214 | 2,23 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 5.893 | 0,00 | 1.126 | 2,46 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 5.082 | 353,75 | 1.049 | 403,85 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 1.113 | 213 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 1.563 | -1,51 | 307 | 0,99 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 31.061 | -3,16 | 5.932 | -0,82 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 2.438 | -0,16 | 478 | 2,58 | ||||
| 2026-02-06 | 13F | Private Wealth Advisors, LLC | 38.929 | -1,92 | 7.435 | 0,45 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 2.109.504 | 1,60 | 402.894 | 4,03 | ||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 80 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 1.393 | -1,49 | 273 | 1,11 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 105 | 0,00 | 21 | 0,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 4.522.859 | -0,11 | 863.821 | 2,30 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 23.868 | -0,40 | 4.683 | 2,32 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 3.151 | 106,62 | 618 | 112,37 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 82.098 | -1,26 | 16.108 | 1,44 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 7.567 | 0,08 | 1.485 | 2,77 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 276.181 | -26,38 | 52.747 | -24,61 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 2.761 | -6,75 | 527 | -4,53 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 20.920 | -0,35 | 3.996 | 2,07 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.568 | 24,35 | 308 | 27,92 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 2.204 | 0,00 | 432 | 2,86 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 38.188 | -1,36 | 7.293 | 0,57 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 137.735 | -0,34 | 26.306 | 2,07 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 7.131.797 | 9,47 | 1.362.107 | 12,12 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 37.347 | 7.327 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.742 | -6,64 | 906 | -4,84 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 49.669 | 4,50 | 9.745 | 7,36 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 2.656 | 0,00 | 521 | 2,76 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 30.083 | 5.746 | ||||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 1.294 | 1,01 | 247 | 3,78 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 151 | 0,00 | 28 | 7,69 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 3.273 | 0,86 | 642 | 3,72 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 1.967 | -8,89 | 386 | -6,31 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 90.234 | -2,45 | 17.704 | 0,21 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.298 | 32,72 | 255 | 36,56 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 1.387 | -25,83 | 272 | -23,81 | ||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 1.486.682 | -0,81 | 283.941 | 1,58 | ||||
| 2026-02-10 | 13F | Excalibur Management Corp | 1.352 | 0,00 | 258 | 2,38 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 9.907 | 0,00 | 1.892 | 2,44 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 2.493 | -0,28 | 493 | 1,23 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 18.612 | 141,90 | 3.555 | 147,84 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 6.633 | 0,20 | 1.301 | 2,93 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 6.715 | -42,14 | 1.282 | -40,76 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 8.759.680 | 10,56 | 1.673.011 | 13,23 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 36.071 | 4,98 | 6.727 | 10,77 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 31.222 | 50,74 | 6.126 | 54,83 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 773.840 | -0,83 | 147.796 | 1,56 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 283.710 | 3,87 | 54.185 | 6,37 | ||||
| 2026-05-01 | 13F | Avion Wealth | 235 | -38,16 | 0 | |||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 10.319 | -13,11 | 1.971 | -11,46 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1.372 | 0,88 | 262 | 3,56 | ||||
| 2026-04-30 | 13F | Blodgett Wealth Advisors, Llc | 10.298 | 0,05 | 2.021 | 2,80 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 134.312 | 0,17 | 26.294 | 2,67 | ||||
| 2026-04-16 | 13F | Security National Bank | 1.497 | 0,00 | 294 | 2,81 | ||||
| 2026-01-14 | 13F | Alliance Wealth Advisors, LLC | 56.387 | 6,59 | 10.769 | 9,16 | ||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 3.595 | 1 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 154.412 | 14,31 | 30 | 20,00 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 13.674 | -7,19 | 2.612 | -4,95 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 4.995 | 0,08 | 980 | 2,83 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 16.011 | 25,29 | 3.058 | 28,28 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 1.232 | -8,40 | 235 | -6,00 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 24.820 | -0,50 | 4.740 | 1,91 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 2.421 | 0,54 | 475 | 3,27 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 11.200 | 2.139 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 63.913 | 4,50 | 12.540 | 7,35 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.657 | 294,22 | 1.080 | 304,49 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 15.932 | -2,41 | 3.126 | 0,26 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 21.614 | 4,34 | 4.241 | 7,18 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 30.419 | -56,92 | 6 | -61,54 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 416.342 | 2,23 | 79.517 | 4,69 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 1.497 | 286 | ||||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 16.370 | -0,84 | 3.127 | 1,56 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 133.867 | -1,30 | 26.265 | 1,39 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 416 | -29,01 | 79 | -27,52 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 766.649 | 283,32 | 146.422 | 292,57 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 1.145 | 0,00 | 225 | 2,75 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 11.146.367 | 11.146 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 68.590 | -15,79 | 13.457 | -13,49 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7.773 | -0,18 | 1.525 | 2,56 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 9.306 | -2,99 | 1.826 | -0,38 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 781.277 | 5,42 | 153.287 | 8,29 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 183.365 | 2,38 | 35.976 | 5,17 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 12.086 | -34,67 | 2.308 | -33,43 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 63.433 | -0,93 | 12.431 | 1,65 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 454.983 | 9,62 | 86.897 | 12,26 | ||||
| 2025-11-13 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 52.639 | -2,15 | 10.053 | 0,21 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 24.551 | 5,77 | 4.817 | 8,64 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 1.252 | 0,00 | 246 | 2,51 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 2.152 | 0,42 | 422 | 3,18 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 102.494 | 1,51 | 20.109 | 4,28 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 27.550 | 1,04 | 5.262 | 3,46 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 5.518 | 1.054 | ||||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 1.695 | 0,00 | 333 | 2,79 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 28.276 | 0,05 | 5.548 | 2,78 | ||||
| 2026-02-03 | 13F | Bokf, Na | 114.889 | -5,66 | 21.943 | -3,38 | ||||
| 2026-02-11 | 13F | CSM Advisors, LLC | 366.983 | 0,00 | 70 | 2,94 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 1.409 | -1,05 | 277 | 1,85 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 189.476 | -5,52 | 37.175 | -2,94 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 3.460.961 | 6,42 | 661.009 | 8,98 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 156.581 | -0,76 | 29.905 | 1,63 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 16.870 | 3.222 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 64.563 | -1,56 | 12.663 | 1,09 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 338.073 | -10,17 | 66.330 | -7,72 | ||||
| 2026-02-06 | 13F | Plan A Wealth LLC | 2.401 | 47,03 | 459 | 50,66 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 76.287 | 8,91 | 14.968 | 11,88 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 871 | 171 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 37.361 | 0,38 | 7.330 | 3,12 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 51.114 | 0,00 | 9.762 | 0,00 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 14.330 | 3,50 | 2.907 | 7,39 | ||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 170.047 | 3,01 | 32.477 | 5,50 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 68.035 | 13,33 | 13.349 | 16,42 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 53.070 | 12,64 | 10.412 | 15,71 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 506 | -4,53 | 99 | -1,98 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 16.441 | 1,67 | 3.226 | 4,44 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 80.116 | 0,30 | 15.719 | 3,04 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 698 | -3,86 | 137 | -1,45 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 3.409 | 8,91 | 669 | 11,89 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 10.135 | -9,91 | 1.988 | -7,45 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.899 | -21,37 | 554 | -19,51 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 10.651 | 2,37 | 2.090 | 5,13 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 25.570 | 12,03 | 5.017 | 15,07 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 160 | 0,00 | 31 | 3,33 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 104.564 | 34,30 | 19.971 | 37,54 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 8.183 | -3,08 | 1.622 | 3,05 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 7.725 | 172,97 | 1.516 | 180,56 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 154.837 | 7,25 | 30 | 11,11 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 17.034 | -1,49 | 3.342 | 1,21 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 3.473 | -18,42 | 681 | -16,24 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.578 | -0,20 | 874 | 2,22 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 192.544 | 6,56 | 37.777 | 9,47 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2.946 | -4,04 | 578 | -1,54 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 2.181 | 0,00 | 417 | 2,46 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 91.279 | 0,34 | 17.909 | 3,08 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 170.508 | 2,60 | 32.565 | 5,08 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13.622 | 575,69 | 2.673 | 594,03 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3.380 | -1,89 | 663 | 0,76 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 1.557 | 33,99 | 305 | 38,01 | ||||
| 2026-01-29 | 13F | UBS Group AG | Put | 300 | -57,14 | 57 | -56,15 | |||
| 2026-04-20 | 13F | Crane Advisory, LLC | 250.460 | -5,24 | 50.738 | -2,50 | ||||
| 2026-01-29 | 13F | UBS Group AG | 12.641.987 | -7,05 | 2.414.493 | -4,81 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 1.573 | -37,26 | 300 | -35,76 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 65.924 | -3,80 | 12.591 | -1,48 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1.280 | -1,61 | 251 | -3,09 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1.287 | 252 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 14.629 | 4,28 | 2.795 | 6,76 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 22.340 | -0,15 | 4.267 | 2,25 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 2.400 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 2.844 | 102,56 | 543 | 108,05 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 4.841 | -0,78 | 950 | 1,93 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 2.390 | -12,33 | 469 | -10,00 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 1.457 | 0,55 | 286 | 3,26 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 487.674 | 93.141 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 28.780 | -0,07 | 5.647 | 2,65 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 3.173 | 0,38 | 606 | 2,89 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 3.681 | 10,41 | 703 | 12,84 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 2.431 | -49,22 | 477 | -47,92 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 10.353 | 53,72 | 2.031 | 3,20 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 2.779 | 0,00 | 545 | 2,83 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 50.079 | 5,59 | 10.196 | 15,29 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 115 | 22 | ||||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 12.847 | 93,57 | 2.521 | 98,90 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 1.729.977 | 2,29 | 330.408 | 4,54 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2.467 | 0,16 | 484 | 2,98 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 4.189 | 203,33 | 800 | 211,28 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 2.653 | 1,22 | 530 | 8,85 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2.061 | 0,34 | 404 | 3,06 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 20.159 | -0,38 | 3.955 | 2,36 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 13.105 | -1,14 | 2.571 | 1,58 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 115.377 | 24,73 | 22 | 29,41 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 3.117 | 0,13 | 595 | 2,59 | ||||
| 2026-01-30 | 13F | Stegner Investment Associates Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 518 | 16,40 | 102 | 20,24 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 859.845 | 54,62 | 164 | 59,22 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 9.842 | -9,78 | 1.880 | -7,62 | ||||
| 2026-04-13 | 13F | Trust Co | 319.770 | 0,46 | 62.739 | 3,20 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 36.051 | 0,32 | 6.885 | 2,75 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 22 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 2.182 | 428 | ||||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 1.405 | -4,42 | 276 | -1,79 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 5.025 | -45,92 | 960 | -44,63 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 79.200 | -1,06 | 15.539 | 1,63 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 26.839 | 5.126 | ||||||
| 2026-02-12 | 13F | Stelac Advisory Services LLC | 4.040 | -22,31 | 772 | -20,84 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 44.260 | 8.453 | ||||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 499 | -4,95 | 98 | -3,00 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 119.739 | 16,04 | 23.493 | 19,21 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 22.845 | -0,37 | 4.363 | 2,03 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 12.519 | -1,14 | 2.391 | 1,27 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 5.682 | 7,74 | 1.085 | 10,38 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 6.152 | 0,05 | 1.175 | 1,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40.330 | 14,31 | 7.913 | 17,42 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 642 | 0,00 | 123 | 2,52 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 52.808 | -0,54 | 10.086 | 1,85 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.150 | 0,00 | 220 | 2,34 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 90.773 | 0,16 | 17.810 | 2,89 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 1.381 | 0,00 | 271 | 2,66 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 19.623 | 1,87 | 3.891 | 8,05 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2.580 | 1 | ||||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 1.980 | -57,36 | 378 | -56,30 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 3.423 | -0,47 | 654 | 1,87 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1.030 | -5,68 | 202 | -2,88 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 141.272 | -0,44 | 27.718 | 2,28 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 129.802 | 5,62 | 24.791 | 8,16 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.040 | -1,61 | 199 | 0,00 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 6.163 | 1,95 | 1.177 | 4,44 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 235.133 | -0,18 | 44.908 | 2,23 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 3.063 | 4,47 | 601 | 7,14 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 33.294 | 20,74 | 6.359 | 23,65 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.170 | 0,00 | 230 | 2,69 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 47.892 | 45,07 | 9.147 | 48,57 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 70.402 | 19,31 | 13.813 | 22,56 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1.779 | 0,00 | 340 | 2,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4.926 | -56,95 | 966 | -55,79 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 4.190 | -4,40 | 800 | -2,08 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 188.615 | -2,23 | 37.006 | 0,43 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 329.649 | -0,54 | 64.677 | 2,17 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 100.607 | -1,74 | 19.215 | 0,63 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 10.741.631 | 1,50 | 2.051.544 | 3,95 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 1.254 | 0,00 | 246 | 2,93 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 207.546 | -0,21 | 40.720 | 2,51 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 100 | 0,00 | 20 | 0,00 | ||||
| 2026-02-03 | 13F | MPS Loria Financial Planners, LLC | 1.589 | 1,02 | 303 | 3,41 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 3.227 | 0,00 | 633 | 5,68 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 22.825 | 6,09 | 4.478 | 8,98 | ||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 92.108 | 1,25 | 18.072 | 4,01 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 1.247 | 0,00 | 233 | 5,45 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 2.475 | 0,00 | 486 | 2,75 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 9.831 | 6,80 | 1.878 | 9,38 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 27.229 | -3,67 | 5 | 0,00 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 1.202 | -81,95 | 238 | -81,80 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 5.564.462 | 1,94 | 1.062.757 | 4,40 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 952.829 | 177.693 | ||||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1.255 | 247 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 11.544 | -1,63 | 2.265 | 1,03 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 4.870 | -2,13 | 955 | 0,53 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 1.506 | 288 | ||||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 25.316 | -2,48 | 4.835 | -0,12 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 6.178 | -17,92 | 1.180 | -15,97 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8.812 | 2,66 | 1.780 | 8,60 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 13.601 | 124,59 | 2.598 | 130,03 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 138.777 | 4,23 | 26.505 | 6,75 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 3.770 | -1,10 | 740 | 1,51 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 32.290 | -2,33 | 6.335 | 0,33 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 24.031 | -1,04 | 4.696 | 1,43 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.101 | 11,78 | 210 | 14,75 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 80.306 | 9,01 | 15.756 | 11,98 | ||||
| 2026-04-24 | 13F | United Community Bank | 410 | 49,09 | 80 | 53,85 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 19.866 | 0,64 | 3.898 | 3,37 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 1.674 | 163,62 | 320 | 170,34 | ||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 4.418 | 23,75 | 844 | 26,77 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 8.348 | 0,71 | 1.638 | 3,41 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 19.915 | -8,87 | 3.907 | -6,37 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 26.774 | 1,83 | 5.114 | 3,69 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 5.715 | 1,10 | 1.091 | 3,51 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 1.477 | -36,80 | 221 | -36,96 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 47.870 | 34,90 | 9.392 | 38,59 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 358.385 | -6,25 | 68.448 | -3,99 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 1.703 | -58,20 | 325 | -55,84 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 22.382 | -0,57 | 4.275 | 1,81 | ||||
| 2026-02-17 | 13F/A | Tableaux Llc | 2.044 | 392 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 1.215 | 9,36 | 232 | 12,08 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 101.412 | 452,56 | 19.897 | 467,65 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 2.483 | 4,28 | 474 | 6,76 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 7.030 | -0,76 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 29.476 | -1,72 | 5.630 | 0,66 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 156 | -58,18 | 31 | -57,75 | ||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.557 | 0,00 | 698 | 2,65 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 3.050 | 4,85 | 582 | 7,38 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 14.256 | -3,55 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 550 | -22,54 | 108 | -20,74 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 329.930 | 1,21 | 64.732 | 3,97 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.729 | -13,12 | 339 | -10,79 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 585 | 0,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 11.000 | -58,33 | 2.101 | -57,34 | ||||
| 2026-01-29 | 13F | Traction Financial Partners, LLC | 1.549 | 0,00 | 296 | 2,43 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 155 | 0,00 | 30 | 3,45 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 3.273 | -34,04 | 1.284 | 35,59 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 135 | -28,57 | 26 | -27,78 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.074 | 28,50 | 407 | 27,27 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 13.660 | 5,31 | 2.680 | 8,20 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 18.869 | 16,73 | 3.702 | 19,92 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 195.597 | -21,06 | 37 | -19,57 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 1.252 | 0,00 | 239 | 2,58 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 113.366 | -1,22 | 22.242 | 1,47 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.199 | 0,00 | 235 | 3,07 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 33.836 | 8,01 | 6.639 | 13,63 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 8.339 | -1,01 | 1.655 | 6,23 | ||||
| 2026-01-23 | 13F | Allen Wealth Management, Llc | 152.940 | -3,25 | 29.210 | -0,92 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 41.531 | -0,28 | 8.148 | 2,44 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 1.125 | 0,00 | 215 | 2,39 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 375.036 | 571,36 | 73.582 | 589,67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.374 | 269 | ||||||
| 2026-02-10 | 13F | Garde Capital, Inc. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 4.347 | 0,00 | 853 | 2,65 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 7.944 | 0,68 | 1.559 | 3,45 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 36 | 0,00 | 7 | 16,67 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 11.060 | -5,49 | 2.170 | -2,95 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.784 | 2,18 | 350 | 4,80 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 3.337 | 655 | ||||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 3.419 | 0,00 | 691 | 2,53 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 19.576 | 11,27 | 3.739 | 13,93 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 3.253 | -30,86 | 655 | -29,83 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 14.492 | 10,50 | 2.843 | 13,54 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 1.910 | 0,00 | 365 | 1,96 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 53.534 | 10.225 | ||||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 23.155 | -0,26 | 4.543 | 2,48 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 571.755 | 109.199 | ||||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 1.851 | 10,24 | 363 | 13,44 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1.200 | 0,00 | 235 | 2,62 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 156.558 | -0,84 | 29.901 | 1,04 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 18.380 | -0,08 | 3.606 | 2,65 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 11.180 | 0,00 | 2.194 | 2,72 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 4.433 | 0,73 | 870 | 3,45 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 1.492 | 2,33 | 285 | 4,80 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 20.950 | 4,21 | 4.001 | 6,72 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 8.400 | 0,07 | 1.648 | 2,81 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 23.379 | 43,42 | 4.465 | 46,92 | ||||
| 2025-11-26 | 13F | Lantern Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 166 | 0,00 | 32 | 3,33 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 64.522 | 508,93 | 12 | 1.100,00 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 24.136 | 1,00 | 4.735 | 3,75 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 11.487 | 0,00 | 2.194 | 2,38 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 3.911 | 747 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 12.464 | 3,26 | 2.445 | 6,07 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.658 | 20,58 | 317 | 22,96 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.663 | 24,20 | 318 | 27,31 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 1.866 | -1,37 | 366 | 1,39 | ||||
| 2026-02-13 | 13F | 1 North Wealth Services Llc | 91 | 333,33 | 17 | 466,67 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 41.116 | -1,82 | 7.853 | 0,55 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 12.875 | -1,10 | 2.459 | 1,28 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 2.269 | 5,09 | 445 | 8,01 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 117.468 | 0,00 | 23.102 | 2,97 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.419 | 0,42 | 278 | 3,35 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 13.220 | 0,00 | 2.594 | 2,73 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 8.296 | 3,25 | 1.585 | 5,74 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 6.135 | 10,12 | 1.172 | 12,81 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 1.163 | 0,52 | 222 | 3,26 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 137 | 0,00 | 27 | 0,00 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 45.929 | 456,85 | 9.011 | 472,13 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 14.912 | 2,86 | 2.926 | 5,67 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3.523 | -0,37 | 691 | 2,37 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 13.475 | -10,30 | 2.650 | -7,63 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.831 | 7,01 | 359 | 10,12 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 4.018 | -9,61 | 788 | -7,08 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 6.727 | -0,18 | 1.285 | 2,23 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 43.753 | 6,40 | 8.356 | 8,96 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 72.064 | 2,27 | 14.139 | 5,06 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1.541 | 0,00 | 302 | 2,72 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 11.378 | 2.173 | ||||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | First Manhattan Co | 23.308 | -5,95 | 4.452 | -4,18 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 3.992 | -12,48 | 783 | -10,10 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 2.392 | 0,04 | 485 | 2,11 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.266 | 0,00 | 248 | 2,90 | ||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 3.841 | 2,51 | 734 | 5,01 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 153.093 | 1,56 | 30.109 | 4,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 27.730 | -0,68 | 5.441 | 2,03 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 7.928 | 312,92 | 1.555 | 324,59 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 304.877 | 1,13 | 58.228 | 3,57 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 13.551 | 14,98 | 2.659 | 18,13 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 3.000 | 41,98 | 573 | 45,80 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 7.739 | -6,22 | 1.518 | -3,68 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.886 | -1,30 | 566 | 1,43 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 68.344 | 4,43 | 13.053 | 6,95 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 2.010 | -3,97 | 394 | -1,25 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 48.209 | -0,10 | 9.208 | -0,10 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 5.211 | -11,81 | 1.022 | -9,40 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 262 | 0,00 | 51 | 2,00 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 5.757 | 41,31 | 1.130 | 45,12 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 43.735 | 12,62 | 8.581 | 15,68 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 329 | 0,00 | 65 | 3,23 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 11.646 | -20,40 | 2.224 | -18,48 | ||||
| 2026-04-10 | 13F | Novem Group | 85.283 | -1,06 | 16.732 | 1,64 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 2.544 | -1,59 | 499 | 1,22 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 59.499 | 12,63 | 11.674 | 15,70 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 188.101 | -5,10 | 36.905 | -2,51 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 966.359 | 3,74 | 189.600 | 6,57 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 1.894 | 2,93 | 372 | 5,70 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 5.144 | -0,14 | 983 | 2,29 | ||||
| 2026-02-04 | 13F | Nwam Llc | 178.489 | -1,86 | 34.574 | 1,83 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 36.217 | -16,96 | 6.917 | -14,95 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 17.045 | 17,41 | 3.255 | 20,24 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 431 | -34,30 | 82 | -32,79 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 2.944 | 54,95 | 578 | 59,39 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 16.804 | 26,06 | 3.297 | 29,51 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 48.579 | 0,55 | 9.531 | 3,29 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 69.087 | 0,31 | 13.555 | 3,04 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 3.891 | -22,78 | 763 | -20,69 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 1.532 | 0,00 | 301 | 2,74 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 9.832 | 23,92 | 1.878 | 26,91 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 155.169 | 316.571,43 | 29.636 | 370.337,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 11.267 | 2,49 | 2.210 | 5,29 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 41.653 | 0,94 | 7.955 | 3,15 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 53.338 | 12,16 | 10.465 | 15,22 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1.657 | 0,00 | 325 | 2,85 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3.867 | 0,36 | 759 | 3,13 | ||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 3.680 | -39,80 | 1.112 | -2,97 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 24.737 | -2,31 | 4.853 | 0,35 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 17.377 | 14,64 | 3.409 | 14,24 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 34.931 | 3,12 | 6.671 | 5,60 | ||||
| 2026-02-17 | 13F | Bayesian Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 24.445 | 8,29 | 4.669 | 10,91 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 85.522 | 1,10 | 16.779 | 3,86 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 1.671 | 0,42 | 328 | 3,15 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 106.476 | 7,54 | 20.336 | 10,13 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 23.717 | 0,47 | 4.530 | 2,89 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.499 | 20,69 | 294 | 24,05 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 2.249 | 0,04 | 430 | 2,39 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 7.932 | 7,68 | 1.515 | 10,27 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3.626 | -16,36 | 711 | -14,03 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 525 | 0,00 | 100 | 3,09 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 6.833 | 1.305 | ||||||
| 2026-02-06 | 13F | Intrust Bank Na | 1.060 | 202 | ||||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 16.751 | 3.199 | ||||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 44.622 | -1,61 | 8.755 | 1,07 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 39.287 | -10,25 | 7.708 | -7,80 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 8.514 | 0,02 | 1.671 | 2,77 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 2.572 | -78,96 | 491 | -78,46 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 2 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 15.402 | 0,00 | 3.022 | 2,72 | ||||
| 2026-01-28 | 13F | Trail Ridge Investment Advisors, LLC | 3.989 | -0,37 | 762 | 2,01 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.025 | 10,33 | 196 | 12,72 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 23.252 | -2,88 | 4.441 | -0,54 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 11.713 | -2,09 | 2.237 | -0,22 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 4.006 | -5,70 | 786 | -3,21 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 1.967 | -18,92 | 386 | -16,85 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 1.095 | 0,27 | 215 | 2,88 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 2.754 | 4,28 | 526 | 6,91 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 76.282 | -1,60 | 14.569 | 0,77 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 2.696 | 60,86 | 515 | 65,06 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 14.673 | -5,16 | 2.879 | -2,57 | ||||
| 2026-02-11 | 13F | Brandes Investment Partners, Lp | 26.656 | 703,62 | 5.091 | 723,79 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 38.590 | 104,40 | 7.571 | 110,01 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 15.818 | -16,24 | 3.104 | -13,95 | ||||
| 2026-02-17 | 13F | Creative Planning | 938.262 | 30,69 | 179.199 | 33,85 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 85.952 | 7,87 | 16.864 | 10,82 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 2.942 | 0,75 | 577 | 3,59 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 20.328 | 1,54 | 3.882 | 3,99 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 1.026 | 201 | ||||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 1.140 | 218 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 343.484 | 3,62 | 65.602 | 6,12 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 68.229 | -5,23 | 13.031 | -2,94 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 9.774 | 3,03 | 1.918 | 5,85 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 6.137 | 48,06 | 1.204 | 52,21 | ||||
| 2026-02-13 | 13F | VPR Management LLC | 3.350 | 0,00 | 640 | 2,40 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 2.275 | -3,40 | 435 | -1,14 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 2.250 | 0,00 | 430 | 1,90 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 112 | 0,00 | 21 | 5,00 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 24.366 | -1,61 | 4.781 | 1,08 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 295.702 | 1,39 | 60.016 | 3,73 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 1.665 | 52,61 | 327 | 56,73 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 43.722 | -4,64 | 8.350 | -2,34 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 3.552 | 0,25 | 697 | 2,96 | ||||
| 2025-11-05 | 13F | Garland Capital Management Inc | 1.899 | -29,90 | 354 | -25,94 | ||||
| 2026-02-02 | 13F | WJ Financial Advisors LLC | 1.153 | 0,70 | 220 | 3,29 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 77.604 | 473,99 | 14.472 | 513,22 | ||||
| 2026-02-13 | 13F | Rodgers Brothers Inc. | 1.220 | 0,00 | 233 | 2,64 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.527 | 0,00 | 748 | -13,54 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 7.796 | 12,99 | 1.529 | 16,10 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 59.386 | 11.652 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2.560 | 7,79 | 502 | 10,82 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1.100 | 0,00 | 216 | 2,38 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 25.540 | 3,08 | 5.011 | 5,92 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 6.511 | 1.244 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 60.147 | 0,55 | 11.801 | 3,29 | ||||
| 2026-02-09 | 13F | Valence8 US LP | 29.121 | -62,93 | 5.562 | -62,04 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 338.587 | -61,26 | 64.667 | -60,33 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 2.652.846 | 6,71 | 506.667 | 9,28 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.014 | -60,62 | 395 | -59,53 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 9.797 | -10,45 | 1.922 | -7,99 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 143.189 | -0,30 | 27.348 | 2,11 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 103.659 | 4,83 | 20.338 | 7,68 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 132 | 0,00 | 26 | 0,00 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 15.343 | -12,73 | 3.010 | -10,34 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 149.683 | -1,71 | 28.588 | 0,65 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 11.464 | -0,19 | 2.190 | 2,00 | ||||
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 3.851 | 0,00 | 756 | 2,72 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 40.973 | 11,37 | 8.039 | 14,40 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 1.391 | 0,36 | 266 | 2,71 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 3.405 | 650 | ||||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 2.937 | 3,31 | 561 | 5,66 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 25.957 | 51.814,00 | 9 | 12,50 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 51.490 | 6,25 | 10.102 | 9,15 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 1.628 | 7,39 | 319 | 10,38 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 350 | 67 | ||||||
| 2026-04-30 | 13F | Pearl Planning LLC | 73.197 | 0,01 | 14.361 | 2,74 | ||||
| 2026-02-09 | 13F | Ceera Investments, Llc | 1.520 | -13,64 | 290 | -11,59 | ||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 1.855 | 0,00 | 328 | 0,00 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 7.336 | 171,00 | 1.401 | 177,98 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 60.968 | 55,78 | 7.692 | 5,39 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 5.552 | 96,60 | 1.089 | 102,04 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 6.874 | 7,19 | 1.313 | 9,15 | ||||
| 2026-04-21 | 13F | Creekside Partners | 5.381 | -4,05 | 1.056 | -1,49 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3.232 | 0,00 | 634 | 2,76 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.781 | 0,00 | 349 | 2,65 | ||||
| 2026-02-04 | 13F | Patrick M Sweeney & Associates, Inc | 1.167 | 0,09 | 223 | 2,30 | ||||
| 2026-02-17 | 13F | Birnam Oak Advisors, LP | 38.000 | 0,00 | 7.258 | 2,41 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 7.960 | 0,15 | 1.562 | 2,90 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 35.900 | 43,29 | 7.044 | 47,19 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 94.703 | -7,65 | 18.581 | -5,13 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1.907 | 374 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 6.433 | -0,53 | 1.247 | 0,97 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 1.090 | 209 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 4.936 | -10,43 | 968 | -9,70 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 8.891 | 4,90 | 1.698 | 7,47 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 1.838 | 6,37 | 361 | 9,09 | ||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 5.757 | 0,00 | 1.130 | 2,73 | ||||
| 2026-02-10 | 13F | Wrenne Financial Planning LLC | 1.643 | 0,00 | 314 | 2,29 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 3.678 | 34,14 | 722 | 37,86 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 7.772 | 4,21 | 1.484 | 6,76 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 26.206 | 5.005 | ||||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 1.935 | -23,52 | 380 | -21,53 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Guardian Wealth Management, Inc. | 64.925 | 12.400 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 652 | 0,00 | 128 | 2,42 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 852.879 | 4,87 | 167.335 | 7,73 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 17.281 | -6,79 | 3.391 | -4,24 | ||||
| 2026-02-17 | 13F | J. Goldman & Co LP | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 1.052 | 206 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5.050 | -0,08 | 991 | 2,59 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 305.343 | 2,01 | 58.317 | 4,47 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6.290 | 15,58 | 1.234 | 18,77 | ||||
| 2026-04-16 | 13F | Greenfield Savings Bank | 1.668 | -2,34 | 327 | 0,31 | ||||
| 2026-02-11 | 13F | E&R Wealth Management, LLC | 115.235 | 22.009 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 30.284 | -48,09 | 5.942 | -46,68 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 6.385.243 | 2,49 | 1.219.518 | 4,96 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 2.085 | 398 | ||||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 2.272 | 116,38 | 449 | 115,38 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 33.542 | 5,32 | 6.581 | 8,19 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 26.965 | -13,91 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 46.169 | -0,90 | 8.818 | 1,50 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 558.234 | 27,37 | 109.788 | 31,16 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 88.457 | -5,34 | 17.355 | -2,76 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2.773 | 0,00 | 544 | 2,84 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 85.973 | 1,32 | 16.868 | 4,09 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 97.605 | 4.454,60 | 19.150 | 2,28 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 1.900 | 0,00 | 363 | 2,26 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 1.220 | 2,26 | 233 | 4,95 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 5.212 | 0,00 | 910 | 0,00 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 62.642 | -9,92 | 11.964 | -7,74 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 1.587 | 303 | ||||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.916.575 | 310,63 | 366.047 | 320,54 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 985.079 | 1,41 | 193.272 | 4,17 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 17.295 | 10,03 | 3.519 | 17,19 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 1.707 | -5,79 | 335 | -3,47 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 462.799 | -0,91 | 88.390 | 1,48 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 16.986 | 17,26 | 3.508 | 23,22 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 15 | -68,75 | 3 | -77,78 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 2.907 | 0,00 | 570 | 2,70 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 5.518 | 0,00 | 1.083 | 2,75 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 16.222 | 0,49 | 3.098 | 2,92 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 101.959 | 17,64 | 20.004 | 20,85 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.100 | 34,47 | 210 | 38,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 15.875 | 1,02 | 3.283 | 5,29 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 8.926 | 1.705 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 4.973.990 | -2,09 | 950 | 0,21 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 7.797 | -1,15 | 1.489 | 1,22 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 5.894 | -38,63 | 1.156 | -36,97 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 9.252 | -1,36 | 1.815 | 1,34 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 6.013 | 1,45 | 1.239 | 12,04 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 24.987 | 4.774 | ||||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 81.790 | -0,85 | 15.621 | 1,55 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 3.535 | 1,23 | 675 | 3,69 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5.102 | 14,57 | 1.001 | 17,65 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 7.312 | 49,96 | 1.435 | 54,03 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 18.637 | 0,00 | 3.657 | 2,73 | ||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 1.590 | 0,00 | 304 | 2,36 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 13.450 | 2.569 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2.908 | 96,49 | 570 | 102,13 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 5.059 | -0,43 | 966 | 2,01 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 5.516 | 1,10 | 1.082 | 3,84 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 8.954 | -1,27 | 1.757 | 1,39 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 89 | 18,67 | 18 | 30,77 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 13.345 | 1,43 | 2.618 | 4,22 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3.601 | 0,00 | 707 | 2,77 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 8.595 | 17,50 | 1.686 | 20,69 | ||||
| 2026-02-17 | 13F | Rothschild Capital Partners, LLC | 3.673 | -24,72 | 702 | -22,88 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 1.517 | 0,00 | 290 | 2,48 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1.312 | -13,57 | 257 | -11,07 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 1.082 | 0,00 | 212 | 2,91 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 366 | 70 | ||||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 415.941 | -20,90 | 79 | -19,39 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 69.388 | 88,27 | 13.348 | 94,98 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 3.003 | 0,00 | 589 | 2,79 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 181.469 | 2,98 | 35.604 | 5,79 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 3.521 | 0,00 | 672 | 2,44 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 228.625 | 11,56 | 46.694 | 19,30 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 1.570 | -38,98 | 293 | -35,68 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 208.072 | 33,22 | 40.824 | 36,86 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 6.668 | -0,46 | 1.308 | 2,27 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 2.185 | 0,55 | 429 | 3,13 | ||||
| 2026-01-29 | 13F | Comerica Bank | 220.254 | 0,74 | 42.066 | 3,18 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.128 | 0,00 | 221 | 2,79 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 3.927 | -15,64 | 770 | -13,39 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 2.788 | 532 | ||||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 44.411 | -0,57 | 8.713 | 2,15 | ||||
| 2026-04-10 | 13F | Franklin Street Advisors Inc /nc | 1.691 | -16,45 | 332 | -14,25 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-05 | 13F/A | Banco Santander, S.A. | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 2.431 | -3,53 | 464 | -1,07 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 361 | 71 | ||||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 24.249 | 2,69 | 4.631 | 5,18 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 21.043 | 8,31 | 4.019 | 10,90 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 23.600 | -3,03 | 4.630 | -0,39 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 1.050 | 206 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 20.154 | 0,14 | 3.954 | 2,89 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 61.925 | 3,43 | 12.150 | 6,25 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 2.819 | 553 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 16.751 | -31,48 | 3.199 | -29,82 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 3.594 | 17,91 | 1 | |||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 13.499 | 5,44 | 2.578 | 8,00 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 9.867 | -2,76 | 1.885 | -0,42 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 1.324 | -10,48 | 253 | -8,36 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 3.277.770 | 1,48 | 626.021 | 3,93 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9.089 | 1.783 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 528.818 | 51,78 | 100.821 | 55,05 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 19.070 | 0,00 | 3.642 | 2,36 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 545 | 107 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.312.622 | 34,32 | 823.615 | 37,52 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 22.880 | -0,90 | 4.286 | 4,51 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 3.444 | 0,00 | 676 | 2,74 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 35.152 | 1,47 | 5.710 | -11,63 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 125.961 | 9,59 | 24.057 | 12,23 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 21.815 | 2,00 | 4.280 | 4,80 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 242 | -10,04 | 46 | -8,00 | ||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 13.004 | 0,12 | 2.484 | 2,01 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.092 | 16,42 | 411 | 19,53 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 10.664 | 2,00 | 1.989 | 7,63 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 26.812 | -2,58 | 5.261 | 0,08 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 1.270 | 51,01 | 249 | 55,63 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 20.898 | -6,78 | 3.991 | -4,52 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 34.041 | -0,35 | 6.502 | 2,06 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 44.312 | -2,94 | 8.694 | -0,29 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 96.437 | 24,43 | 18.419 | 27,44 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 2.081 | -6,51 | 408 | -4,00 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 1.836 | 0,55 | 360 | 3,45 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 12.734 | -2,38 | 2.498 | 0,28 | ||||
| 2026-02-13 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2.094 | -0,48 | 400 | 1,79 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 11.065 | -4,01 | 2.171 | -1,41 | ||||
| 2026-02-06 | 13F | Japan Science & Technology Agency | 357.328 | 0,00 | 68.246 | 2,41 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 3.048 | 0,00 | 582 | 1,93 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 1.079.480 | -0,99 | 211.794 | 1,71 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 1.010 | 193 | ||||||
| 2026-01-28 | 13F | Emprise Bank | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Vista Investment Management | 1.345 | 257 | ||||||
| 2026-04-15 | 13F | City Holding Co | 806 | 7,90 | 158 | 11,27 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 14.950 | -2,49 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 1.919 | 0,37 | 366 | 2,81 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2.023 | -4,67 | 397 | -2,22 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 19.434 | -0,68 | 3.813 | 2,01 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 9.185 | 3,20 | 1.802 | 6,06 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 1.791.053 | 13,27 | 351.405 | 16,36 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 20.193 | 6,62 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 55.036 | 1,71 | 10.511 | 4,17 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 11.562 | -0,64 | 2.268 | 2,07 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 16.950 | 2,27 | 3.326 | 5,06 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 8.209 | 0,17 | 1.611 | 2,88 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 177.091 | 0,82 | 34.745 | 3,57 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 108.606 | 4,25 | 20.743 | 6,23 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 229.528 | 5,08 | 43.838 | 7,61 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 17.954 | 1,66 | 3.429 | 4,13 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 31.736 | 54,58 | 6.227 | 58,79 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 41.036 | 0,11 | 7.838 | 2,52 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 1.835 | 0,00 | 360 | 2,86 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 20.077 | 1,05 | 3.939 | 3,82 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.722 | 16,77 | 926 | 19,95 | ||||
| 2026-01-15 | 13F | MTC Wealth Management LLC | 112.138 | -1,51 | 21.417 | 0,87 | ||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 1.847 | 1,71 | 353 | 4,14 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 62 | -93,77 | 12 | -94,09 | ||||
| 2026-01-30 | 13F | ASB Consultores, LLC | 5.388 | 0,00 | 1.069 | 6,47 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 11.835 | 1,24 | 2.260 | 3,67 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 512.049 | 11,83 | 100.464 | 14,89 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 3.743 | 715 | ||||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 2.042 | 0,00 | 390 | 2,63 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 1.319 | 0,00 | 259 | 2,79 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.763 | -24,82 | 346 | -22,82 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3.765.710 | 3,00 | 719.209 | 5,48 | ||||
| 2026-02-11 | 13F | Legacy Capital Wealth Management, Llc | 1.118 | 214 | ||||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 24.034 | -0,23 | 4.590 | 2,18 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 3.574 | 45,28 | 683 | 48,26 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 3.279 | 0,00 | 626 | 2,45 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 6.473 | -0,83 | 1.236 | 1,56 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 4.985 | 952 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 11.154 | -3,93 | 2.188 | -1,31 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.870 | 22,28 | 563 | 25,67 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 2.483 | 0,36 | 474 | 2,82 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 52.662 | -10,00 | 10.334 | -7,53 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 6.934 | 3,66 | 1.324 | 6,17 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.763 | -0,27 | 738 | 2,50 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 17.320 | 0,43 | 3.308 | 2,83 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 11.093 | 2,10 | 2.176 | 4,87 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 4.146 | -4,60 | 792 | -2,35 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.019 | 39,43 | 396 | 43,48 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 30.727 | 3,68 | 6.029 | 6,50 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 6.692 | 3,13 | 1.313 | 5,89 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 61.012 | -0,28 | 11.970 | 2,44 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 375 | 0,27 | 74 | 2,82 | ||||
| 2026-02-23 | 13F | Drake & Associates, LLC | 2.446 | 45,42 | 467 | 50,16 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 33 | 0,00 | 6 | 0,00 | ||||
| 2026-01-22 | 13F | Campbell Deegan Wealth Management, LLC | 108.134 | 3,02 | 20.652 | 5,51 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 24.526 | -0,52 | 4.812 | 2,21 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | ERn Financial, LLC | 20.096 | -0,04 | 3.943 | 2,68 | ||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 59.577 | -0,11 | 11.379 | 2,30 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 100.270 | 51,20 | 19.673 | 55,33 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 62.921 | 12,67 | 12.389 | 18,53 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 2.147 | -3,98 | 421 | -1,17 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 75.208 | 48,17 | 14.756 | 52,21 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 202.894 | 11,95 | 38.751 | 14,66 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 112.823 | -0,09 | 21.548 | 2,32 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 42.667 | 8,92 | 8.351 | 14,32 | ||||
| 2026-02-13 | 13F | Security National Bank Of So Dak | 5.719 | 1,15 | 1.092 | 3,61 | ||||
| 2026-02-09 | 13F | Smead Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 5.600 | -0,11 | 1.099 | 2,62 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 19.140 | -2,13 | 3.656 | 0,25 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 6.196 | 0,05 | 1.216 | 2,79 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 15.992 | -2,15 | 3.054 | 0,20 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 11.635 | 7,31 | 2.222 | 9,95 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 43.820 | 55,10 | 8 | 60,00 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 2.656 | -19,42 | 507 | -11,83 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 8.152 | 3,69 | 1.557 | 6,14 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 5.014 | 6,84 | 984 | 9,71 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 480 | 60,00 | 92 | 65,45 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.500 | 5,55 | 687 | 8,37 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 21.586 | 0,16 | 4.123 | 2,56 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 3.693 | 4,68 | 705 | 7,14 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 5.963 | 2,12 | 1.139 | 4,60 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 7.547 | 0,00 | 1.481 | 2,71 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 10.615 | 217,24 | 2.083 | 225,82 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 2.337 | 0,60 | 446 | 3,00 | ||||
| 2026-02-19 | 13F/A | Hamilton Wealth, LLC | 1.453 | 278 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 33.103 | 1,24 | 6.322 | 3,69 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 2.903 | 2,58 | 570 | 5,37 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 14.393 | 19,96 | 2.749 | 22,84 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.015 | 0,15 | 396 | 3,13 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 27.045 | 1,80 | 5.165 | 4,26 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 1.899 | 2,37 | 373 | 5,08 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 27.392 | 10,09 | 5.232 | 12,74 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | TFC Financial Management | 5.977 | 19,09 | 1.173 | 22,34 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 2.756 | 2,38 | 541 | 5,06 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 33.816 | -10,18 | 6.635 | -7,73 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 91.860 | 4,19 | 17.544 | 6,70 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 31.466 | -1,40 | 6.010 | 0,97 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 2.221 | 9,57 | 424 | 12,17 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 4.487 | 0,00 | 857 | 2,39 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 18.378 | -16,67 | 3.606 | -14,41 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 10.101 | 0,00 | 1.929 | 2,44 | ||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 14.178 | 15,87 | 2.783 | 21,96 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 1.583 | 0,00 | 310 | 2,65 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 4.478 | -6,79 | 855 | -4,58 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 2.349 | 42,54 | 449 | 46,41 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 2.685 | -17,18 | 527 | -15,02 | ||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 1.430 | 273 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.540 | 0,00 | 302 | 2,72 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 52 | 0,00 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 40.772 | -8,95 | 7.999 | -6,47 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 2.872 | -25,27 | 549 | -23,46 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.733 | 14,88 | 536 | 18,06 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.166 | 2,99 | 2.976 | 5,80 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 898.024 | 11,65 | 171.514 | 14,35 | ||||
| 2025-11-04 | 13F | Gimbal Financial | 1.500 | 0,00 | 280 | 5,28 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 21.355 | 6,78 | 4.190 | 9,69 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 21.404 | -0,10 | 4.199 | 2,64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 1.130 | 0,00 | 222 | 2,79 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20.489 | -1,04 | 4.020 | 1,64 | ||||
| 2026-02-03 | 13F | Buck Wealth Strategies, LLC | 5.825 | -15,56 | 1.113 | -13,53 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 144.038 | 2,36 | 27.510 | 4,83 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 61.450 | 13,80 | 12.057 | 16,90 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 531 | 102 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 14.680 | -2,15 | 2.880 | 0,52 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Fairman Group, LLC | 6.801 | -1,39 | 1.334 | 1,29 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1.095 | 215 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.674.538 | 5,74 | 319.820 | 8,29 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 7.027 | 42,51 | 1.342 | 46,03 | ||||
| 2026-02-12 | 13F | Saudi Central Bank | 756.686 | 0,00 | 144.519 | 1,90 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 30.267 | 117,31 | 5.938 | 123,23 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 188.069 | 3,56 | 35.919 | 5,54 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 9.458 | 1,58 | 1.806 | 4,03 | ||||
| 2026-02-02 | 13F | Windward Private Wealth Management Inc. | 28.073 | -5,91 | 5.362 | -3,63 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 499 | -4,77 | 98 | -3,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 633.314 | -0,62 | 124.256 | 2,09 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 60.890 | 213,38 | 11.629 | 220,98 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 44.643 | 3,18 | 8.526 | 5,68 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 8.092 | 0,00 | 1.545 | 2,39 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.737 | 33,21 | 341 | 36,55 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 33.261 | 0,62 | 6.526 | 3,36 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 43.040 | -25,60 | 8.444 | -23,57 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1.823 | 0,55 | 358 | 3,18 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.903 | 52,55 | 554 | 55,62 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18.152 | -2,38 | 3.561 | 0,28 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 1.336 | 0,00 | 262 | 2,75 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 12.706 | 0,36 | 2.493 | 3,10 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 25.150 | 9,79 | 4.803 | 12,46 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 6.666 | 2,68 | 1.308 | 5,49 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.978 | 0,00 | 388 | 2,92 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 14.631 | -2,16 | 2.871 | 0,49 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 30 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 25.056 | -19,08 | 4.785 | -17,13 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.188 | -4,33 | 1.018 | -1,74 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 2.975 | -15,65 | 584 | -13,37 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 2.897 | 0,91 | 553 | 3,36 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 5.138 | -10,63 | 981 | -8,49 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 21.578 | -0,22 | 4.121 | 2,21 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 33 | 385 | ||||||
| 2026-02-11 | 13F | First American Trust, Fsb | 182.020 | -0,09 | 34.764 | 2,32 | ||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 1.466 | 1,31 | 280 | 3,72 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 15.778 | -3,47 | 3.096 | -2,40 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 8.118 | -0,96 | 1.550 | 1,44 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 10.714 | -95,40 | 2.046 | -95,29 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 3.043 | -1,27 | 620 | 7,84 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 157.892 | 3,20 | 30.156 | 5,68 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 13.521 | -5,88 | 2.653 | -3,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 24.801 | 4,56 | 4.866 | 7,42 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 5.637 | -18,33 | 1.106 | -16,16 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 25.752 | 15,93 | 5.053 | 19,09 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 98.675 | 8,90 | 19.360 | 11,88 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 19.500 | -0,46 | 3.826 | 2,25 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 306.490 | 1,07 | 60.133 | 3,82 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 12.008 | -0,46 | 2.293 | 1,96 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 74.492 | -13,27 | 14.615 | -10,90 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 20 | 4 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 3.378 | 0,00 | 663 | 2,64 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 139 | 18,80 | 27 | 22,73 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1.595 | 10,84 | 313 | 13,87 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 3.974 | 0,00 | 759 | 2,29 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 2.999 | 0,27 | 588 | 2,98 | ||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 4.716 | -1,91 | 901 | 0,45 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 90.095 | 7,07 | 17.207 | 9,65 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 19.748 | 3,43 | 3.772 | 5,93 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 26.555 | 5.072 | ||||||
| 2026-02-13 | 13F | Abbot Financial Management, Inc. | 5.740 | -3,85 | 1.096 | -1,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.084.070 | 1,35 | 212.694 | 4,12 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 55.935 | 13,62 | 10.974 | 16,72 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 5.016 | -0,46 | 958 | 2,02 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 5.024 | -9,26 | 986 | -6,81 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 3.690 | -8,44 | 724 | -5,98 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 461.873 | -5,79 | 90.619 | -3,22 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.846 | 362 | ||||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 320 | 0,00 | 61 | 3,39 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 700 | 0,00 | 134 | 2,31 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 317 | 0,00 | 61 | 1,69 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.890 | 0,00 | 1.156 | 2,67 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 696.914 | -3,35 | 133.104 | -1,02 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 3.843 | -4,00 | 759 | -1,56 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 2.881 | 0,00 | 550 | 2,42 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 36.196 | 7.102 | ||||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 42.588 | 256,68 | 8 | 300,00 | ||||
| 2026-02-24 | 13F | Lynch Investment Planning, LLC | 7.359 | 1.406 | ||||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 15.777 | 1,56 | 3.095 | 4,35 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 33.431 | 29,68 | 6.559 | 33,23 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 12.261 | 2,03 | 2.342 | 4,46 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 4.047 | 13,33 | 803 | 20,03 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 1.107 | 217 | ||||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 1.161 | 0,00 | 228 | 2,71 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 16.544 | 193,85 | 3.160 | 200,86 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 221 | 42 | ||||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 5.632 | 0,52 | 1.076 | 2,97 | ||||
| 2026-02-06 | 13F | Hartford Funds Management Co LLC | 3.596 | 7,02 | 687 | 9,58 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 228.514 | -2,83 | 46.002 | -0,62 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 94.248 | -19,47 | 18.193 | -18,61 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 2.406 | 0,00 | 460 | 2,46 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 2.535 | 0,28 | 497 | 3,11 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 923 | 0,00 | 176 | 2,33 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 183.226 | 103,20 | 34.994 | 108,11 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.219 | 67,91 | 0 | |||||
| 2026-04-21 | 13F | E&G Advisors, LP | 78.142 | 3,50 | 15.327 | 6,33 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 2.625 | 501 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 118.631 | 5,95 | 23.275 | 8,84 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6.851 | -21,60 | 1.344 | -19,47 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 2.208 | -4,58 | 433 | -2,04 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 133.125 | 0,67 | 26.119 | 3,41 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 10.263 | 0,00 | 1.960 | 2,46 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 23.884 | 11,01 | 4.454 | 17,15 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 14.622 | 9,51 | 2.869 | 12,47 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 1.920 | 377 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 12.773 | -1,98 | 2.571 | 3,34 | ||||
| 2026-02-13 | 13F | WealthTrust Axiom LLC | 1.342 | 0,00 | 256 | 2,40 | ||||
| 2026-02-13 | 13F | Allie Family Office LLC | 2.771 | 0,00 | 529 | 2,12 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 125.729 | 1,18 | 24.013 | 3,24 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 6.778 | -2,78 | 1.295 | -0,46 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 6.904 | 0,66 | 1.355 | 3,36 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.962 | 3,89 | 581 | 6,80 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 35.304 | 2,39 | 6.743 | 4,85 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 185 | 0,00 | 36 | 2,86 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 3.520 | -1,40 | 691 | 1,32 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 1.440 | 0,00 | 283 | 2,55 | ||||
| 2026-02-09 | 13F | Accent Capital Management, LLC | 600 | 0,00 | 115 | 2,70 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 153 | 13,33 | 30 | 20,00 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 29.698 | -7,68 | 5.672 | -0,23 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 9.203 | -5,46 | 1.758 | -3,20 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 2.411 | 0,50 | 460 | 2,91 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 13.569 | 5,74 | 2.592 | 8,27 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 492 | -59,54 | 94 | -58,85 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 455 | 1,11 | 87 | 3,61 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 5.931 | 5,31 | 1.164 | 8,19 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 267.311 | -1,71 | 51.054 | 0,66 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 387.599 | -2,98 | 74.028 | -0,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 108.700 | 3,52 | 21.327 | 6,35 | ||||
| 2026-02-10 | 13F | Virtue Asset Management Llc | 1.920 | 6,49 | 367 | 8,93 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 345.293 | -0,86 | 68 | 1,52 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 8.429 | 0,08 | 1.610 | 2,48 | ||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 16.654 | -18,09 | 3.181 | -16,12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 458.170 | 73,53 | 89.893 | 78,26 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 231.566 | 1,88 | 44.227 | 4,34 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 56 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 1.375.849 | 0,00 | 262.773 | 0,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 184.861 | -5,80 | 36.270 | -3,23 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 3.628 | -0,06 | 693 | 2,37 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 61.097 | 86,27 | 12.340 | 93,93 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 85.989 | 3,73 | 16.423 | 5,70 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 1.100 | 0,00 | 216 | 2,86 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 12.525 | 2.457 | ||||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 25.912 | -1,82 | 5.084 | 0,87 |
