Grundlæggende statistik
| Institutionelle ejere | 1341 total, 1338 long only, 0 short only, 3 long/short - change of 2,44% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9219 % - change of 8,56% MRQ |
| Institutionelle aktier (lange) | 103.601.272 (ex 13D/G) - change of -1,13MM shares -1,08% MRQ |
| Institutionel værdi (lang) | $ 32.116.555 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) har 1341 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 103,601,272 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Creative Planning, National Mutual Insurance Federation of Agricultural Cooperatives, Vanguard Group Inc, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Morgan Stanley, Johnson Financial Group, LLC, UBS Group AG, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Large-Cap ETF (ARCA:VV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 29, 2026 is 327,13 / share. Previously, on April 30, 2025, the share price was 255,29 / share. This represents an increase of 28,14% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.749 | 1,18 | 822 | -3,98 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 717 | 215 | ||||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 378.439 | -5,13 | 119.133 | -2,99 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 60.322 | 0,68 | 18.027 | -4,42 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 4.451 | 0,00 | 1.401 | 2,26 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 172 | 54 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 31.718 | -3,80 | 9.479 | -8,67 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 6.009 | 537,22 | 1.892 | 552,07 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 9.019 | -0,34 | 2.695 | -5,37 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 1.100 | 0,00 | 346 | 2,37 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 7.704 | -0,04 | 2.302 | -5,11 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6.078 | 0,98 | 1.816 | -4,12 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 251 | 0,00 | 79 | 1,30 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 747 | 0,00 | 235 | 2,62 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 427 | 0,00 | 128 | -5,22 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 8.278 | 0,07 | 2.474 | -4,99 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 178.447 | 4,16 | 53.329 | -1,11 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.647 | 0,00 | 492 | -5,02 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 44.750 | 0,02 | 14.087 | 2,28 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 5.346 | -0,87 | 1.598 | -5,89 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.139 | 2,24 | ||||||
| 2025-11-12 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4.639 | -9,47 | 1.386 | -14,07 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 11.103 | 0,97 | 3.495 | 3,25 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 27.757 | -0,56 | 8.295 | -5,59 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 787 | -25,19 | 235 | -29,00 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 1.584 | -4,17 | 499 | -1,97 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 17 | -39,29 | 5 | -28,57 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 1.704 | -2,52 | 536 | -0,37 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 6.256 | 0,00 | 1.870 | -5,08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 164 | 49 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 90.161 | 3,28 | 27 | -3,70 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 11.736 | -1,57 | 3.694 | 0,65 | ||||
| 2026-04-20 | 13F | 25 Llc | 887 | 0,00 | 265 | -5,02 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 9 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 18.281 | 12,93 | 5.755 | 15,47 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 805 | 0,00 | 240 | -5,14 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 8.568 | 109,49 | 2.697 | 114,22 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.125 | 0,00 | 339 | -4,52 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 1.000 | 315 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 3.900 | -31,58 | 1.228 | -30,05 | |||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.442 | 0,06 | 1.083 | 2,27 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 1.373 | 0,51 | 432 | 2,86 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 545.331 | -47,61 | 171.670 | -46,43 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 4.076 | -0,97 | 1.218 | -5,95 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 1.559 | 0,00 | 480 | 0,42 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 14.206 | -1,31 | 4.472 | 4,22 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.008 | 0,30 | 301 | -4,75 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 635 | 203 | ||||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 335 | 0,00 | 105 | 1,94 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.761.156 | 0,58 | 869.212 | 2,84 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 66.145 | 0,80 | 19.768 | -4,30 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.151 | -13,08 | 1.838 | -17,47 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 2.016 | 635 | ||||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 955 | 0,00 | 301 | 2,39 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 44.339 | -0,60 | 14 | 0,00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 168.552 | 0,83 | 50.372 | -4,28 | ||||
| 2026-01-23 | 13F | Avion Wealth | 834 | -2,11 | 0 | |||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1.309 | 0,00 | 412 | 2,49 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 11.070 | 7,19 | 3.485 | 9,59 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 5.262 | -2,92 | 1.657 | -0,72 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 364.547 | 1,87 | 108.945 | -3,29 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 17 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.728 | -0,85 | 2.011 | -5,90 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 170 | 0,00 | 51 | -5,66 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 20.958 | -2,61 | 6.598 | -0,41 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 5.630 | 0,00 | 1.772 | 2,25 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 789 | 0,00 | 248 | 2,48 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5.869 | 2,43 | 1.753 | -2,77 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | FreeGulliver LLC | 1.014 | 0,00 | 319 | 2,24 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 94 | 0,00 | 30 | 3,57 | ||||
| 2026-02-13 | 13F | United Bank | 1.226 | 0,00 | 386 | 2,12 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 141 | 0,00 | 42 | -4,55 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3.435 | 0,00 | 1.027 | -5,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.814 | 22,27 | 1.830 | 25,09 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 15.971 | 1,49 | 5.028 | 11,98 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 1.022 | 0,00 | 305 | -4,98 | ||||
| 2026-04-23 | 13F | Simmons Bank | 26.540 | -2,87 | 7.931 | -7,79 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 1.400 | 0,00 | 441 | 2,09 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 6.640 | 5,01 | 1.984 | -0,30 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 9.932 | -1,98 | 3.127 | 0,22 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 1.838 | 0,00 | 578 | 2,30 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.278 | 0,24 | 382 | -4,74 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 2.434 | -24,99 | 728 | -28,80 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 535 | 0,00 | 160 | -5,36 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.263 | 5,35 | 712 | 7,72 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.251 | -8,69 | 1.653 | -6,61 | ||||
| 2025-10-31 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 10.100 | -2,16 | 3.180 | 0,03 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.115 | -25,69 | 632 | -29,39 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 24.627 | -8,38 | 7.753 | -6,31 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 32 | 0,00 | 10 | 0,00 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 9.427 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 489 | 33,61 | 146 | 26,96 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 3.109 | 0,00 | 979 | 2,19 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 84 | 0,00 | 26 | 4,00 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 2.840 | -3,24 | 894 | -1,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 794 | 4,34 | 237 | -0,84 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 3.280 | 0,00 | 1.033 | 2,28 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 130 | 0,00 | 41 | 0,00 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 788 | 0,25 | 235 | -4,86 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3.442 | 11,39 | 1.029 | 5,76 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 2.476 | 0,00 | 740 | -5,01 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1.190 | 0,00 | 356 | -5,08 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 1.203 | 0,00 | 379 | 2,16 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.870 | -0,43 | 597 | -1,00 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 2.376 | 162,83 | 710 | 150,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.033 | -11,80 | 640 | -9,87 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 6.274 | 0,00 | 1.875 | -5,11 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.681 | -10,74 | 1 | 0,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 2.532 | 2,18 | 804 | 4,96 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 448 | 134 | ||||||
| 2026-01-15 | 13F | Rebalance, Llc | 5.449 | 0,91 | 1.715 | 3,19 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 8.280 | -2,47 | 2.607 | -0,27 | ||||
| 2026-04-06 | 13F | CX Institutional | 52.865 | -0,64 | 16 | -6,25 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 1.090 | -1,89 | 343 | 0,29 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 353 | 0,00 | 111 | 2,78 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 16.356 | 0,01 | 4.888 | -5,07 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10.522 | 12,41 | 3.312 | 14,96 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 1.363 | 0,00 | 429 | 2,39 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.479 | -33,28 | 1.040 | -36,68 | ||||
| 2026-01-26 | 13F | Riverview Trust Co | 17.649 | 0,00 | 5.556 | 2,25 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 853 | 0,00 | 255 | -5,22 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 17.786 | -1,46 | 5.599 | 0,77 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 843 | 10,78 | 252 | 5,02 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 795 | 0,00 | 238 | -5,20 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 3.717 | 0,00 | 1.111 | -5,13 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.693 | 2,05 | 533 | 4,51 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 324 | 81,01 | 102 | 83,64 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 698 | 0,00 | 209 | -5,02 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.617 | 0,28 | 1.081 | -4,76 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 803 | 20,39 | 240 | 14,35 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 849 | 0,35 | 254 | -4,89 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.890 | 4,22 | 864 | -1,03 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 25 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 910 | 0,00 | 286 | 2,14 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 1.646 | 0,12 | 492 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 174 | 74,00 | 55 | 80,00 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 14.289 | 4.498 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 6.276 | 1.932 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 1.162 | -45,01 | 347 | -47,82 | ||||
| 2026-02-06 | 13F | CFO4Life Group, LLC | 845 | 0,00 | 266 | 2,31 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 1.366 | -1,30 | 430 | 0,94 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 1.071 | 337 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.827 | 0,04 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 164.502 | 2,08 | 49.161 | -3,09 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 12.089 | 0,07 | 3.806 | 2,31 | ||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Silver Oak Advisory Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.077 | -1,90 | 1.218 | -6,88 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 22.621 | -0,98 | 6.760 | -5,99 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.836 | 0,28 | 848 | -4,83 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.515 | 363,45 | 1.648 | 337,14 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 2.236 | 8,07 | 704 | 10,53 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 947 | 1,28 | 283 | -3,74 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 64.279 | -0,02 | 19.210 | -5,08 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 746 | 0,00 | 223 | -5,13 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 14.361 | -1,33 | 4.292 | -6,33 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.270 | -56,83 | 3.368 | -59,02 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 45.537 | -5,44 | 13.609 | -10,24 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 755.705 | -3,60 | 237.895 | -1,43 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 50.356 | -0,30 | 15.049 | -5,35 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 4.237 | 0,00 | 1.334 | 2,22 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 1.366 | 211,87 | 430 | 220,15 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 103 | 0,00 | 32 | 3,23 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 2.040 | 0,00 | 642 | 2,23 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 1.771 | 0,00 | 529 | -2,94 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 6.288 | 97,12 | 1.979 | 101,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.981 | -0,10 | 1.787 | -5,15 | ||||
| 2026-03-20 | 13F | Consilio Wealth Advisors, Llc | 908 | 0,00 | 286 | 2,15 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.350 | 10,94 | 3.990 | 5,31 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 237.339 | 1,27 | 74.730 | 5,83 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 11.676 | 44,06 | 3.680 | 47,26 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 37.105 | 0,66 | 11.089 | -4,45 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 33.116 | -4,62 | 9.897 | -9,46 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 2.358 | 0,00 | 742 | 2,34 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 86.658 | 7,89 | 27.280 | 10,32 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 6.470 | 1,36 | 1.933 | -3,78 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 77.840 | 24,35 | 23.263 | 18,05 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.879 | 0,00 | 860 | -5,08 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 1.409 | 421 | ||||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 5.018 | 45,28 | 1.580 | 48,54 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 5.155 | 3,66 | 1.623 | 6,01 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 1.095 | 0,00 | 345 | 2,08 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 15.713 | -3,54 | 4.947 | -1,36 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 1.015 | 0,00 | 303 | -5,02 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 2.280 | 718 | ||||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 1.760 | 554 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.020 | 1,08 | 3.232 | 2,09 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.945 | -9,81 | 1.557 | -7,82 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 338.002 | -6,12 | 106.403 | -4,00 | ||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 1.450 | 456 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.628 | 0,00 | 785 | -5,08 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.477 | -4,03 | 441 | -8,88 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 877 | 0,00 | 262 | -5,07 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 147.550 | -2,90 | 46.449 | -0,71 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 25 | 8 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 51.373 | -0,21 | 15.353 | -5,27 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 209 | -30,56 | 0 | |||||
| 2026-02-03 | 13F | Rezny Wealth Management, Inc. | 2.035 | 0,00 | 641 | 2,24 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 133 | 0,00 | 40 | -4,88 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.073 | 0,00 | 338 | 2,12 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 7.645 | 0,00 | 2.285 | -5,07 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4.085 | 0,02 | 1.221 | -5,94 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 896 | 0,11 | 281 | -0,71 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.897 | -9,58 | 1.165 | -14,16 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 789 | 0,13 | 248 | 2,48 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 67.329 | 2,42 | 20.121 | -3,50 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 38.408 | -2,30 | 12.091 | -0,11 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 58.425 | -4,28 | 18.392 | -2,12 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 80 | 0,00 | 24 | -8,00 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 15.693 | 0,00 | 4.690 | -5,08 | ||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 7.972 | -1,53 | 2.382 | -6,51 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.162 | 347 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 296.716 | -5,75 | 93.406 | -3,63 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 30.557 | 8,52 | 9.619 | 10,97 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 902 | 1,81 | 269 | -4,95 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 8.838 | -5,74 | 2.782 | -3,60 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.562 | 2,39 | 3.010 | 4,66 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 21.856 | -8,57 | 6.532 | -13,21 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 13.600 | 11,48 | 4.281 | 14,01 | |||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 6.600 | 10,00 | 2.078 | 12,45 | |||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 18.500 | 1,60 | 5.824 | 3,89 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 30.753 | 1,12 | 9.681 | 3,41 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 2.409 | 0,29 | 720 | -4,89 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Camden Capital, LLC | 1.897 | 0,00 | 597 | 2,23 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1.435 | 0,00 | 429 | -5,10 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 87.715 | -0,00 | 27.613 | 2,25 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 842 | 0,00 | 252 | -5,28 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 2.210 | 0,32 | 696 | 2,51 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 839 | 0,00 | 264 | 2,33 | ||||
| 2026-02-12 | 13F | Atalanta Sosnoff Capital, Llc | 4.002 | 86,40 | 1.260 | 90,76 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10.349 | 0,92 | 3.093 | -4,21 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 889 | 0,00 | 280 | 2,20 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 870 | -11,76 | 286 | -8,06 | ||||
| 2026-01-20 | 13F | Orca Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 6.009 | -0,20 | 1.892 | 2,05 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 83.663 | 830,93 | 26.337 | 852,17 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 2.547 | 80,89 | 802 | 84,99 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 54 | 0,00 | 16 | -5,88 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 418 | 0,00 | 125 | -5,34 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 576 | 43,28 | 181 | 47,15 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 16.112 | 5.072 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.419 | 0,04 | 728 | -4,34 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 123.117 | 19,25 | 38.757 | 21,94 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 1.136 | 0,00 | 355 | -0,84 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2.155 | 1,75 | 644 | -3,30 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 27.619 | -1,03 | 8.254 | -6,05 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 24.356 | 7.667 | ||||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 100 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 389.535 | -2,44 | 122.626 | 100.412,30 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 4.126 | 0,00 | 1.299 | 2,20 | ||||
| 2026-04-28 | 13F | Dividend Asset Capital, Llc | 1.360 | -0,22 | 406 | -5,36 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 911 | 0,00 | 272 | -4,90 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.114 | 632 | ||||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 1.957 | 0,00 | 616 | 2,33 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 895 | -0,22 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 34 | 0,00 | 10 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 9.399 | -18,24 | 2.936 | -18,85 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.158 | 0,00 | 675 | 0,90 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 24.157 | 6,18 | 7.605 | 8,57 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 16.459 | -0,06 | 5.067 | 7,85 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 422 | 21,61 | 133 | 24,53 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 10.489 | -0,44 | 3.135 | -5,49 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 4 | -94,74 | 1 | -95,65 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 761 | 0,00 | 227 | -5,02 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 4.644 | 0,00 | 1.388 | -5,13 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 764 | -4,14 | 241 | -2,04 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 724 | -17,16 | 216 | -21,45 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 103 | 94,34 | 32 | 106,67 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.728 | 5,64 | 2.907 | 0,28 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 722 | 0,28 | 216 | -4,87 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 4.115 | -7,03 | 1.295 | -4,92 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 865 | 0,00 | 272 | 2,26 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 767 | 0,26 | 229 | -4,58 | ||||
| 2026-02-10 | 13F | Select Asset Management & Trust | 2.365 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 145 | -48,21 | 46 | -47,67 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 16.064 | 1,78 | 5.057 | 3,78 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 588.298 | 2,50 | 185.197 | 4,82 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 215 | 0,47 | 64 | -4,48 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 298.560 | -0,05 | 93.987 | 2,20 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 1.448 | 0,00 | 456 | 2,25 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 4.917 | 0,53 | 1.482 | -5,06 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 62 | 0,00 | 19 | -5,26 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 505 | 0,00 | 159 | 1,94 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 210 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 2.750 | 0,00 | 866 | 2,25 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 244.967 | 2,93 | 77.115 | 5,25 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 2.902 | -5,41 | 867 | -10,16 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 1.221 | 2,35 | 365 | -2,93 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 375 | 112 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 18.380 | -0,88 | 5.786 | 1,37 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 983 | -0,51 | 294 | -5,79 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 1.306 | -0,08 | 411 | 2,24 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 58.054 | -2,46 | 17.349 | -7,40 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 8.691 | -3,45 | 2.597 | -8,33 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 95 | 30 | ||||||
| 2026-04-22 | 13F | Motco | 440 | -26,05 | 131 | -29,95 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1.117 | 64,26 | 352 | 67,94 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 16.403 | -0,52 | 5.164 | 1,71 | ||||
| 2026-02-17 | 13F | Karnit Road Accident Victims Compensation Fund | 1.950 | 614 | ||||||
| 2026-03-06 | 13F | Redwood Family Wealth LLC | 27.511 | 8.661 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 6.989 | 357,99 | 2.200 | 369,08 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 80.635 | 42,85 | 25.384 | 46,06 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.232 | 0,97 | 9.035 | -4,15 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 11.830 | 5,45 | 3.724 | 7,85 | ||||
| 2026-02-11 | 13F | Capital International Investors | 1.828 | 580 | ||||||
| 2026-02-17 | 13F | Norinchukin Bank, The | 300.000 | 0,00 | 94.440 | 2,25 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 1.178 | -0,51 | 352 | -5,38 | ||||
| 2026-02-06 | 13F | Midwest Professional Planners, LTD. | 829 | -7,37 | 261 | -5,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 689 | 217 | ||||||
| 2026-02-10 | 13F | Weaver Consulting Group | 1.663 | 0,00 | 524 | 2,35 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 2.546 | 0,00 | 801 | 2,30 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 9.132 | -1,01 | 2.875 | 1,20 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 1.065 | 0,00 | 335 | 2,13 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 18 | 6 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 5.755 | 0,00 | 1.720 | -5,08 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.491 | -5,86 | 744 | -10,58 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 14.617 | -50,38 | 4.601 | -49,40 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 22.449 | -2,00 | 7.067 | 0,23 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 7.016 | 0,00 | 2.097 | -5,07 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 1.599 | 6,32 | 503 | 8,41 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 3.098 | 0,00 | 926 | -5,13 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.354 | 5,12 | 2.198 | -0,23 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.721 | -14,70 | 893 | -11,06 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 300 | 0,00 | 94 | 2,17 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 601 | -0,50 | 189 | 2,16 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 95.130 | -1,47 | 29.287 | 5,98 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 3.861 | -2,67 | 1.215 | -0,49 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3.978 | -7,36 | 1.189 | -12,07 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 25 | 8 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 47.767 | 1,78 | 14.275 | -3,38 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 713 | 6,90 | 213 | 1,91 | ||||
| 2026-02-13 | 13F | Commerce Bank | 18.595 | -0,29 | 5.854 | 1,95 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 11.522 | -0,33 | 3.655 | 3,02 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 85.097 | 7,11 | 25.431 | 1,68 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 756 | -31,46 | 226 | -35,16 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 101.070 | -0,37 | 31.817 | 1,49 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 28.641 | -1,92 | 9.016 | 0,30 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 7.591 | 15,02 | 2.390 | 17,63 | ||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 26.040 | 8.259 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 166 | 0,00 | 52 | 1,96 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 34 | 0,00 | 10 | 11,11 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 183 | 0,00 | 55 | -5,26 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 2.283 | 18,41 | 720 | 21,21 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 727 | 0,00 | 217 | -4,82 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4.980 | 0,95 | 1.488 | -4,19 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 3.786 | 0,48 | 1.192 | 2,67 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 16 | 0,00 | 5 | -20,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 3.106 | 0,98 | 928 | -4,13 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 2.395 | 716 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 3.055 | 962 | ||||||
| 2025-11-04 | 13F | Gitterman Wealth Management, LLC | 865 | 0,00 | 266 | 8,13 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 171.050 | -54,51 | 51.118 | -56,81 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 42.561 | 0,29 | 12.719 | -4,79 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 28.451 | 5,59 | 8.956 | 7,97 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 5.049 | -0,06 | 1.589 | 2,19 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 220.167 | 137,38 | 69.263 | 187,21 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.752 | -3,04 | 552 | -0,90 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 1.292 | 386 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 654 | -15,61 | 206 | -13,87 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 491.868 | -1,78 | 146.995 | -6,76 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 10 | 100,00 | 3 | 200,00 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 353 | 0,00 | 110 | -2,68 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 2.313 | 121,34 | 728 | 126,09 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 5.705 | 0,00 | 1.796 | 2,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 701 | -11,49 | 210 | -16,06 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 9.654 | -1,33 | 3.039 | 0,90 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 7.965 | 11,54 | 2.507 | 14,06 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 56.529 | 3,31 | 16.894 | -1,92 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 4.389 | -5,86 | 1.382 | -3,76 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1.219 | 0,00 | 364 | -4,96 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 41 | -8,89 | 13 | -7,69 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 9.156 | -0,19 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 5.824 | -9,31 | 1.833 | -7,28 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 51.595 | 0,46 | 15.419 | -4,63 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 2.086 | -1,84 | 623 | -6,88 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 110.598 | -2,59 | 34.816 | -0,39 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 782 | 0,00 | 246 | 2,50 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 11.995 | 0,86 | 3.585 | -4,98 | ||||
| 2025-11-13 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 2.206.100 | -2,27 | 694.480 | -0,06 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 508.666 | -6,35 | 160.128 | -4,24 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 782 | 0,00 | 234 | -5,28 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.563 | 0,00 | 766 | -5,09 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 388 | 122 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.994 | -2,16 | 596 | -7,18 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10.393 | 0,00 | 3.106 | -5,07 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 787 | 0,00 | 248 | 2,07 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 9.963 | 0,00 | 3.136 | 2,25 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 12.365 | -2,07 | 3.893 | 8,05 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.319 | -8,71 | 5.475 | -13,33 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 142 | -31,07 | 45 | -30,16 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 907 | 286 | ||||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 14.316 | -90,87 | 4.507 | -90,67 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 1.884 | 4,26 | 563 | -1,06 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 9.665 | 10,88 | 2.888 | 5,25 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 163.381 | -0,11 | 51.432 | 2,15 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 241 | 0,00 | 76 | 1,35 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3.445 | 0,00 | 1.030 | -5,07 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 4.664 | -5,74 | 1.468 | -3,61 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 3.510 | 0,00 | 1.105 | 2,22 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 125.766 | -0,03 | 39.591 | 2,23 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 37.507 | -0,51 | 11.808 | 1,73 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 44.747 | 0,72 | 13 | 0,00 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.891 | 29,79 | 595 | 5,12 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 1.580 | -1,62 | 472 | -6,53 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 633 | 0,00 | 189 | -5,03 | ||||
| 2026-01-23 | 13F | Robbins Farley Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2.610 | 0,00 | 780 | -4,99 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 21.297 | 5,09 | 6.365 | -0,24 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 48.417 | 2,81 | 15.242 | 5,13 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 719 | 0,56 | 226 | 2,73 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 23.639 | 1,97 | 7.442 | 4,27 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 8.958 | 0,02 | 2.820 | 2,25 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 566 | -14,63 | 178 | -12,75 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.302 | 48,14 | 987 | 40,66 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.937 | 0,52 | 579 | -4,62 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 783 | 0,00 | 241 | 8,07 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 750 | 0,00 | 224 | -5,08 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 365 | 115 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 1.387 | 32,35 | 415 | 25,84 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 11.457 | -2,15 | 3.607 | 0,06 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 1.250 | 0,00 | 374 | -5,09 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 4.834 | 0,54 | 1.522 | 2,77 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 4.148 | 0,85 | 1.306 | 3,08 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 296 | 0,00 | 88 | -5,38 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1.935 | 578 | ||||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 37.639 | -2,33 | 11.248 | -7,28 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 38.834 | 0,02 | 12.225 | 2,27 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 2.925 | 0,00 | 874 | -5,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 177.515 | 15,13 | 53.050 | 9,30 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 133.685 | -28,61 | 40.297 | -32,60 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 2.348 | 0,00 | 702 | -5,01 | ||||
| 2026-02-10 | 13F | Ted Buchan & Co | 4.386 | 25,71 | 1.381 | 28,49 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 26.185 | -15,69 | 8.243 | -13,80 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 1.358 | 0,00 | 406 | -5,15 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 758 | -3,07 | 227 | -8,13 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 15.345 | -0,07 | 4.586 | -5,13 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.116 | 45,31 | 352 | 48,73 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 7.027 | 2.100 | ||||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 4.407 | 0,00 | 1.317 | -5,05 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 12.715 | -6,55 | 4.003 | -4,71 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 35.834 | -8,36 | 10.709 | -13,01 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 7.527 | -4,27 | 2.370 | -2,11 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 93.582 | 14,88 | 29.460 | 15,51 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 6.956 | -4,46 | 2.190 | -2,32 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 5.069 | -2,82 | 1.561 | 4,84 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 395 | 0,00 | 124 | 2,48 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 18.694 | 0,00 | 5.885 | 2,24 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 55.226 | 0,27 | 17.385 | 2,53 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 966 | 0,10 | 289 | -4,95 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 2.110 | 0,00 | 664 | 2,31 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 1.000 | 299 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.756 | 9,89 | 525 | 4,17 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 795 | 35,67 | 237 | 28,80 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 2.731 | 0,00 | 816 | -5,01 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 3.976 | 1,48 | 1.188 | -3,65 | ||||
| 2026-04-24 | 13F | Balentine LLC | 31.089 | -13,56 | 9.291 | -17,95 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 6.642 | 0,41 | 2.045 | 8,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 748 | 0,00 | 224 | -5,11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.369 | -3,58 | 2.202 | -8,48 | ||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 43.298 | -0,23 | 13.630 | 2,02 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 51 | 0,00 | 15 | -6,25 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.947 | 3,70 | 2.187 | 6,01 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 116.593 | 21,15 | 36.704 | 23,88 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.641 | -0,81 | 1.387 | -5,84 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.541 | 0,00 | 1.357 | -5,04 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 6.689 | 0,21 | 1.999 | -4,85 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2.404 | 0,29 | 718 | -4,77 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 2.024 | -2,83 | 637 | -0,62 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4.711 | 5,27 | 1.483 | 7,70 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 80.797 | -8,27 | 24.146 | -12,92 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 3.330 | 1,40 | 1.049 | 3,66 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 49.415 | 0,89 | 7.806 | -3,45 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 6.897 | 20,18 | 2.171 | 22,93 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.970 | -2,56 | 888 | -7,51 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 20.208 | -1,59 | 6.039 | -6,57 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.688 | 0,00 | 531 | 2,31 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 651.803 | 0,00 | 205.188 | 2,25 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.708 | -3,27 | 1.482 | -1,07 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 5.415 | -1,90 | 1.618 | -6,85 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 875 | 262 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 2.781 | 875 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 8.512 | -1,69 | 2.680 | 0,53 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 1.321 | 0,23 | 416 | 2,47 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.435 | -1,26 | 1.027 | -6,30 | ||||
| 2026-04-13 | 13F | Trust Co | 12.548 | 0,00 | 3.750 | -5,09 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 662 | 116,34 | 199 | 105,15 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 1.498 | -30,55 | 472 | -29,07 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Essex LLC | 2.684 | -3,70 | 802 | -8,55 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.743 | -5,26 | 1.119 | -10,06 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 651 | 0,00 | 205 | 2,00 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 698 | -19,68 | 224 | -16,48 | ||||
| 2026-02-12 | 13F | McDonough Capital Management, Inc | 2.418 | 0,00 | 761 | 2,28 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 10.338 | 0,17 | 3.254 | 2,42 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3.349 | 0,00 | 1.001 | -5,12 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 116.695 | -10,37 | 34.874 | -14,91 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.641 | 0,00 | 517 | 2,18 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 837 | 250 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 754 | 0,13 | 225 | -5,06 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.930 | -0,10 | 2.671 | -5,15 | ||||
| 2026-02-17 | 13F | Royal Capital Wealth Management, LLC | 825 | 0,61 | 260 | 2,78 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 3.650 | -32,61 | 1.159 | -30,47 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 697.528 | 0,87 | 221.472 | 4,37 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 31.322 | -6,79 | 10.222 | -2,17 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 562 | 0 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 267 | 0,00 | 84 | 2,44 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 1.037.646 | -5,78 | 338.003 | -3,87 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 1.203 | 0,00 | 379 | 2,16 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 15.609 | 4.914 | ||||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 3.624 | -4,76 | 1.141 | -2,65 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 4.942 | 0,71 | 1.556 | 2,57 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 854 | -0,35 | 255 | -5,20 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1.093 | 0,00 | 327 | -5,23 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 6.456 | -1,37 | 1.929 | -6,36 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 28 | 0,00 | 9 | 0,00 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 53.009 | -0,34 | 15.842 | -5,39 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 814 | 243 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 54.878 | -0,71 | 17.276 | 1,52 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 5.473 | 71,73 | 1.636 | 63,01 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 445.130 | 17,62 | 133.027 | 11,66 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.545.911 | -0,65 | 486.653 | 1,59 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 9.797 | 3,88 | 2.928 | -1,38 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 3.800 | 0,00 | 1.196 | 2,31 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 1.252 | -12,93 | 394 | -10,86 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 3.836 | -8,47 | 1.210 | -8,34 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.098 | 0,30 | 1.605 | 2,23 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15.973 | -7,05 | 5.028 | 13,86 | ||||
| 2025-11-12 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 75 | 0,00 | 24 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 980 | 0,00 | 293 | -5,19 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 18.083 | 5.693 | ||||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 57.428 | -0,55 | 17.162 | -5,59 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 751 | -30,85 | 236 | -29,34 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 596.692 | -47,02 | 187.842 | -45,82 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 228 | 0,00 | 68 | -4,23 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 587 | 175 | ||||||
| 2026-01-21 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | GQG Partners LLC | 1.497 | 3,38 | 471 | 5,84 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 400 | 120 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 463 | 0,43 | 146 | 2,84 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 194 | -34,01 | 61 | -32,22 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 9.117 | 0,02 | 2.725 | -5,05 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 126.833 | -1,93 | 37.904 | -6,90 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4.532 | 0,00 | 1.354 | -5,05 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 28.090 | -5,39 | 8.843 | -3,26 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 46.014 | 2,47 | 13.751 | -2,72 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.235 | 3,77 | 2.162 | -1,46 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 139 | 0,00 | 42 | -4,65 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 20.207 | 1.939,05 | 6.039 | 1.841,48 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 2.131 | 671 | ||||||
| 2026-04-07 | 13F | Calder Financial LLC | 4.918 | -2,81 | 1.480 | -7,04 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 956 | -1,14 | 305 | -0,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.326 | -9,80 | 418 | -7,74 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 85.574 | 4,73 | 26.933 | 7,14 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 737.887 | 1,67 | 232.287 | 3,96 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 7.191 | 1,10 | 2.264 | 3,38 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 305 | 96 | ||||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 9.726 | 0,05 | 2.907 | -5,03 | ||||
| 2026-02-14 | 13F | American Trust | 1.392 | 0,00 | 438 | 2,34 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1.288 | -2,72 | 385 | -7,69 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 11.931 | -0,80 | 3.756 | 1,43 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 8.722 | 28,51 | 2.746 | 31,40 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.813 | 70,53 | 1.140 | 61,79 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 4.797 | -6,09 | 1.510 | -3,94 | ||||
| 2026-03-11 | 13F | DUTCH ASSET Corp | 4.513 | 1 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 5.222 | 21,58 | 1.644 | 24,28 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.010 | -0,86 | 899 | -5,86 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 1.338 | -19,69 | 421 | -17,77 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 11.770 | 8,68 | 3.517 | 3,17 | ||||
| 2026-01-28 | 13F | Absher Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 369 | -0,27 | 116 | 2,65 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 2.019 | 0,00 | 636 | 2,25 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 1.265 | 398 | ||||||
| 2026-04-29 | 13F | Capital Planning LLC | 40.713 | 11,28 | 12.167 | 5,52 | ||||
| 2026-04-16 | 13F | Security National Bank | 144 | 0,00 | 43 | -4,44 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 67.443 | -1,85 | 20.155 | -6,82 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 9.407 | 0,09 | 2.961 | 2,35 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 2.465 | -0,44 | 776 | 1,84 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 8.971 | -0,30 | 2.681 | -5,37 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 657 | -0,15 | 207 | 1,98 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 3.584 | 1.071 | ||||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 1.091 | 0,55 | 343 | 3,00 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 4.971 | 0,49 | 1.565 | 2,76 | ||||
| 2025-11-17 | 13F | Blue Chip Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3.388 | -1,08 | 871 | -19,29 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.515 | -2,06 | 752 | -7,05 | ||||
| 2025-11-13 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 777 | 0,00 | 232 | -4,92 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 380.128 | 0,82 | 119.664 | 3,09 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 12.389 | -9,40 | 3.703 | -13,99 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 992 | -5,34 | 312 | -3,11 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107.557 | 9,17 | 32.143 | 3,64 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 151 | 48 | ||||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 2.967 | 0,07 | 887 | -5,04 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 5.749 | -1,78 | 1.877 | 1,90 | ||||
| 2026-02-05 | 13F | Granite Bay Wealth Management, LLC | 675 | 213 | ||||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 14.800 | 1,23 | 4.423 | -3,89 | ||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 1.604 | 0,56 | 505 | 2,65 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 2.090 | 658 | ||||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 7.275 | 0,00 | 2.174 | -5,07 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 4.509 | 0,00 | 1.419 | 2,23 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 22.925 | 0,00 | 7.217 | 2,25 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4.789 | 0,00 | 1.431 | -5,04 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 39.538 | 12,35 | 12.447 | 14,88 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 814.241 | 3,28 | 256.323 | 5,61 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 1.135 | 0,00 | 357 | 2,29 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 79.846 | 1,43 | 23.862 | -3,71 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 1.092 | 0,00 | 336 | 8,04 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 975 | 291 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 22.408 | 0,13 | 6.697 | -4,94 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 92.876 | 9,67 | 29.237 | 12,14 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 1.200 | 0,00 | 378 | 2,17 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 15.767 | 1,25 | 4.712 | -3,90 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 4.869 | -0,49 | 1.533 | 1,73 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 1.493 | -5,51 | 446 | -10,26 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 5.055 | -52,95 | 1.591 | -51,89 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 79 | 25 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4.595 | 0,00 | 1.447 | 0,00 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 9.453 | -2,10 | 2.825 | -7,07 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 14.971 | 0,00 | 4.713 | 0,00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 2.561 | -0,47 | 765 | -5,44 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 217 | -99,72 | 65 | -99,74 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 77 | 0,00 | 24 | 9,52 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 250 | 0,00 | 75 | -5,13 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 2.127 | -10,52 | 636 | -15,11 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 4.666 | 0,00 | 1.490 | 3,69 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 1.109 | 0,00 | 349 | 2,35 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 59 | 0,00 | 19 | 0,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | 6 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 323 | 0,31 | 96 | -4,95 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 6.351 | 22,96 | 1.999 | 25,72 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 766.719 | 1,07 | 236.042 | 9,07 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 2.386 | 3,47 | 751 | 5,92 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 24 | 0,00 | 8 | 0,00 | ||||
| 2026-02-03 | 13F | Bokf, Na | 4.613 | -1,39 | 1.452 | 0,83 | ||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 897 | 0,56 | 282 | 2,92 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2.659 | -11,19 | 795 | -15,71 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.516 | -18,71 | 477 | -16,90 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 13.096 | 4,67 | 3.914 | -0,66 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2025-12-08 | 13F/A | Evelyn Partners Asset Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 3.580 | 0,00 | 1.127 | 2,18 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.199 | 0,00 | 657 | -5,06 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 11.351 | -0,07 | 3.573 | 2,20 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5.808 | 41,11 | 1.736 | 33,98 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.465 | -11,73 | 1.720 | -9,71 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 5.384 | -1,46 | 1.695 | 0,71 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 306 | 11,68 | 91 | 5,81 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 824 | 0,00 | 259 | 2,37 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 1.220 | 0,00 | 398 | 2,05 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 4.499 | 25,11 | 1.416 | 27,91 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 114.009 | 3,89 | 35.890 | 6,23 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 9.003 | 182,58 | 2.691 | -4,98 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 6.643 | 139,21 | 2.091 | 144,85 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 346 | 0,00 | 103 | -4,63 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 88.430 | -0,61 | 27.838 | 1,63 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 1.380 | 0,00 | 412 | -5,07 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 68.516 | 52,66 | 21.569 | 56,10 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 452.584 | -1,17 | 142.474 | 1,06 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.024 | 0,25 | 605 | -4,88 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 3.163 | 0,00 | 996 | 2,26 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 669 | -0,89 | 211 | 1,45 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 11.011 | 31,71 | 3.466 | 34,71 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 763.854 | -2,85 | 240.461 | -0,66 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 450 | 0,00 | 142 | 2,17 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Wealthquest Corp | 1.177.813 | -0,25 | 370.776 | 2,00 | ||||
| 2026-04-29 | 13F | Hoertkorn Richard Charles | 145 | 0,00 | 43 | -4,44 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 22.901 | -0,56 | 7.209 | 1,68 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 13.348 | -5,40 | 4.202 | -3,27 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 2.306 | 0,00 | 689 | -4,97 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 5.050 | -8,18 | 1.590 | -6,14 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 483 | 0,00 | 152 | 2,70 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 25.756 | 0,02 | 8.108 | 2,26 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 66.485 | -1,99 | 20.468 | 5,76 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 59 | 0,00 | 18 | -5,56 | ||||
| 2026-02-10 | 13F | IF Advisors, LLC | 53.249 | 16.763 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 397 | -50,00 | 130 | -47,77 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 159.809 | 0,86 | 47.759 | -4,25 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 10.961 | 0,00 | 3 | 0,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 142 | 0,00 | 45 | 2,33 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 21.672 | 1,45 | 6.822 | 3,74 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 42.027 | 5,49 | 12.650 | 0,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2.846 | 0,00 | 851 | -5,03 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 59 | 19 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 17.370 | 2,44 | 5.468 | 4,75 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 124.823 | -13,74 | 39.294 | -11,80 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 97.809 | 107,10 | 30.790 | 111,76 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 160 | 0,00 | 50 | 2,04 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 49.518 | -1,68 | 15.588 | 0,28 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 215.883 | -1,08 | 67.960 | 1,15 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 2.087 | 16,92 | 1 | |||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 2.037 | 0,00 | 641 | 2,23 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.125 | -3,45 | 669 | -1,33 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.125 | -0,64 | 934 | -5,76 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 964 | 0,00 | 288 | -4,95 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 1.469 | 0,27 | 439 | -4,77 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 43.989 | -0,77 | 13.146 | -5,80 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 1.200 | -4,76 | 359 | -9,60 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 639 | 201 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 14.444 | -1,61 | 4.547 | 0,60 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 938 | 0,43 | 295 | 2,79 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 21.280 | 5,48 | 6.699 | 7,84 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 806.090 | -3,71 | 253.750 | -1,52 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 914 | 22,52 | 288 | 25,33 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 247.164 | 1,09 | 77.807 | 3,37 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.017 | 1,66 | 603 | -3,53 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 7.697 | -2,31 | 2.300 | -7,26 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 500 | 0,00 | 149 | -5,10 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3.076 | 0,82 | 919 | -4,27 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 657 | 0,00 | 207 | 1,98 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Main Street Group, LTD | 913 | -15,15 | 287 | -13,29 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 1.783 | 1,42 | 561 | 3,70 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 665 | 0,00 | 209 | 2,45 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 848 | 267 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 753 | -32,16 | 237 | -30,50 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 821 | 0,00 | 258 | 2,38 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 121.493 | 2,80 | 36.308 | -2,40 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 11 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 8.469 | 34,47 | 3 | 100,00 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 350 | 0,00 | 110 | 1,85 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 17.799 | -4,09 | 5.603 | -1,93 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 642 | -6,28 | 202 | -4,74 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 1.519 | 478 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 16.157 | -1,44 | 4.828 | -6,43 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 32.727 | 1,33 | 10.302 | 3,33 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 6.015 | -0,41 | 1.894 | 1,83 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 3.802 | 0,03 | 1.136 | -5,02 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 22.396 | 7.050 | ||||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 10.600 | 0,76 | 3.168 | -4,35 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 924 | 3,12 | 284 | 11,37 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 6.213 | -26,18 | 1.857 | -29,94 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 898 | 20,05 | 283 | 22,61 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 1.117 | -28,31 | 357 | -27,29 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 1.152 | 0,00 | 363 | 2,26 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 4.159 | 8,17 | 1.309 | 10,65 | ||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 22.532 | -42,14 | 7.093 | -40,83 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 44.991 | 0,82 | 14.163 | 3,09 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 914 | 1,44 | 273 | -3,53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.146 | 12,47 | 641 | 6,83 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 738 | -3,15 | 221 | -7,95 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 7.728 | -3,68 | 2.433 | -1,54 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 896 | 0,00 | 282 | 2,55 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 7.040 | -13,09 | 2.216 | -11,11 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 20 | -20,00 | 6 | -14,29 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13.725 | 91,50 | 4.131 | 83,11 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 661 | 1,23 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 249.888 | 364,93 | 78.665 | 374,17 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | Northern Capital Management, Inc. | 57.870 | 4,51 | 18.218 | 6,87 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 5.774 | 0,09 | 1.818 | 2,31 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 783 | -13,00 | 234 | -17,31 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 22.074 | 0,02 | 6.597 | -5,05 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 777 | 0,00 | 232 | -4,92 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2 | 100,00 | 1 | |||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1.030 | 0,00 | 308 | -5,83 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 147.593 | -44,08 | 44.108 | -46,92 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1.644 | -16,38 | 491 | -20,55 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 695 | 0,00 | 208 | -5,05 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11.069 | -60,35 | 3.308 | -62,35 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 4.304 | 1.355 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.057 | 0,00 | 1 | |||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 1.494 | 470 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 6.172 | -0,58 | 1.845 | -5,63 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.399 | 0,07 | 440 | 2,33 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 189 | 0,00 | 59 | 1,72 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 394.304 | 2,37 | 124.127 | 4,68 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 0 | |||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 3.074 | 46,38 | 968 | 49,69 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1.293 | -33,38 | 407 | -31,83 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 257 | 0,00 | 77 | -5,00 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 9.539 | -1,95 | 2.851 | -6,92 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 16 | 0,00 | 5 | 25,00 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 1.139 | 0,00 | 340 | -5,03 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 849 | 0,00 | 254 | -5,24 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 2.913 | -17,29 | 917 | -15,50 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 64.394 | -1,53 | 20.271 | 0,69 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 903 | 0,11 | 270 | -4,95 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 5.341 | -7,66 | 1.681 | -5,56 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 6.363 | 0,11 | 1.902 | -4,95 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.101 | 0,00 | 347 | 2,37 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 945 | 0,32 | 282 | -4,73 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 889 | -6,62 | 266 | -11,37 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 53 | 0,00 | 17 | 0,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.055 | 0,19 | 315 | -4,83 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 567 | 0,00 | 178 | 2,30 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 1.137 | 0,26 | 364 | 3,42 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 817 | -47,90 | 257 | 2,39 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2.191 | -2,19 | 655 | -7,23 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 642 | 202 | ||||||
| 2025-11-07 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.533 | 0,00 | 458 | -4,98 | ||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 182 | 0,00 | 57 | 1,79 | ||||
| 2026-02-12 | 13F | Riverwater Partners LLC | 1.009 | -6,05 | 318 | -3,94 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 8.673 | -2,29 | 2.730 | -0,07 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 678 | 0,00 | 213 | 2,40 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 86 | -44,87 | 27 | -43,75 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 211.235 | 1,70 | 63.128 | -3,45 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 18.429 | 48,67 | 5.800 | 51,44 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 429.065 | 0,62 | 128.226 | -4,48 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Granite FO LLC | 243 | 0,00 | 73 | -5,26 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.495 | 0,36 | 1.415 | 2,61 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 325 | 0,00 | 97 | -4,90 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 27.006 | 25,37 | 5.809 | -5,48 | ||||
| 2026-02-17 | 13F | Synergy Financial Group, LTD | 4.660 | -2,61 | 1.467 | -0,41 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1.249 | 0,00 | 373 | -5,09 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 490 | 0,00 | 146 | -5,19 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 710 | 0,00 | 212 | -4,93 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 199 | 0,00 | 63 | 1,64 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 44.128 | 4,96 | 13.188 | -0,36 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 762 | 0,00 | 240 | 2,14 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.504 | -6,12 | 449 | -10,91 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 59.926 | -0,34 | 17.909 | -5,39 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 655 | 206 | ||||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 836 | -5,43 | 263 | -3,31 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 850 | 0,00 | 254 | -4,87 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 3.347 | -7,21 | 1.054 | -5,14 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 4.324 | 25,26 | 1.361 | 27,79 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.082 | -55,14 | 622 | -57,40 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 5.592 | 5,09 | 1.671 | -0,24 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 991 | -3,22 | 305 | 4,45 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 47.700 | 0,00 | 15 | 7,14 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 7.733 | -13,22 | 2.434 | -12,41 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 70.384 | 0,12 | 22.703 | 1,14 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.975 | 0,00 | 623 | 1,96 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4.988 | 0,00 | 1.491 | -5,10 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 757 | -13,39 | 238 | -11,52 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 1.577 | 0,06 | 471 | -5,04 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2.358 | 0,13 | 705 | -4,99 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 16.148 | 2,00 | 5.083 | 4,29 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 7.127 | 0,00 | 2.244 | 2,28 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 1.474 | 0,00 | 464 | 2,43 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 3.516 | 0,09 | 1.051 | -4,98 | ||||
| 2025-11-06 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.739 | -43,59 | 520 | -46,49 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 4.777 | 0,00 | 1.471 | 7,93 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 3.411 | 32,41 | 1.074 | 35,31 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 3.488 | -9,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 704 | -70,17 | 210 | -71,70 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 957 | 0,00 | 301 | 2,38 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 9.492 | -4,56 | 2.988 | -2,38 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1.445 | 0,00 | 432 | -5,07 | ||||
| 2026-01-27 | 13F | PFG Advisors | 908 | -1,30 | 286 | 0,71 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 45.127 | 0,03 | 14.206 | 2,29 | ||||
| 2026-02-11 | 13F | Miller Investment Management, LP | 62.851 | 1,18 | 19.785 | 3,47 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 41.956 | -21,56 | 13.208 | -19,80 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23.641 | 1,08 | 7.065 | -4,06 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 20.314 | 4,35 | 6.071 | -0,95 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 56 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 265.951 | -0,85 | 83.721 | 1,38 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 160.556 | 10,65 | 51 | 13,64 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 2.807 | 7,06 | 884 | 9,42 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.792 | 0,00 | 564 | 2,36 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 29.583 | 4,31 | 8.841 | -2,78 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 677 | 0,00 | 202 | -5,16 | ||||
| 2026-02-04 | 13F | Nwam Llc | 29.598 | -1,64 | 9.348 | 0,71 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 1.000 | 0,00 | 315 | 1,95 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 837 | 0,00 | 250 | -4,94 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 1.358 | 0,52 | 428 | 2,89 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 30.098 | -1,45 | 8.995 | -6,45 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.297 | -2,60 | 985 | -7,51 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 15 | 0,00 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.464 | -10,18 | 438 | -14,81 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 720 | 0,00 | 222 | 7,80 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 5.442 | 1,08 | 1.727 | 0,99 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 792 | 1,02 | 237 | -4,07 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 6.840 | 5,30 | 2.044 | -0,05 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 143 | 0,00 | 45 | 2,27 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 1.009 | -3,07 | 318 | -0,94 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 637 | 201 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.222 | 0,00 | 664 | -5,01 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 12 | -52,00 | 4 | -57,14 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 1.226 | 7,07 | 366 | 1,67 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 19.497 | -4,23 | 6.138 | -2,07 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.213 | -0,43 | 7.535 | -5,48 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 830 | 1,72 | 261 | 3,98 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 743 | 0,41 | 222 | -5,15 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 7.268 | 1,52 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 4.403 | -5,09 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 623 | 0,00 | 186 | -5,10 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 900 | -14,93 | 269 | -19,52 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 1.961 | -20,54 | 594 | -25,03 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 348 | -9,84 | 110 | -7,63 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 1.161 | -2,19 | 365 | 0,00 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 5.755 | 6,38 | 1.812 | 8,77 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 24.446 | 0,60 | 7.696 | 2,87 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 367 | 0,00 | 116 | 2,68 | ||||
| 2026-04-20 | 13F | City State Bank | 2.753 | 0,36 | 823 | -4,75 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 25.019 | 0,00 | 7.876 | 2,25 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 1.000 | 0,00 | 315 | 2,28 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 2 | 1 | ||||||
| 2026-02-17 | 13F | Creative Planning | 12.216.959 | -1,43 | 3.845.899 | 0,79 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 1.756 | -1,84 | 553 | 0,36 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 894 | 0,00 | 267 | -4,98 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 855 | 0,00 | 255 | -5,20 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 739 | 0,00 | 233 | 2,20 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 1.361 | 0,00 | 407 | -5,14 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 222 | 70 | ||||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 68.399 | 4,29 | 21.532 | 6,64 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 7.867 | 2 | ||||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 928 | 0,00 | 292 | 2,46 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2.483 | 0,89 | 782 | 3,17 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 20.496 | 6,55 | 6.452 | 8,95 | ||||
| 2026-04-21 | 13F | Creekside Partners | 1.199 | 0,17 | 358 | -4,79 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 757 | 0,53 | 241 | 4,33 | ||||
| 2026-02-06 | 13F | SoundView Advisors Inc. | 13.010 | 4 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 71 | 0,00 | 22 | 4,76 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.425 | 59,22 | 431 | 52,84 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.663 | 523 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.312 | -6,82 | 413 | -4,62 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 461 | -7,24 | 145 | -5,23 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 476 | 0,00 | 150 | 2,05 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 44 | 46,67 | 14 | 44,44 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 2.763 | 0,00 | 826 | -5,06 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.655 | -0,16 | 1.092 | -5,21 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.041 | 8,51 | 643 | 10,88 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 2.223 | 0,00 | 700 | 1,90 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1.439 | -0,69 | 430 | -5,70 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 1.072 | -7,51 | 337 | -5,34 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 38.919 | -0,31 | 12.252 | 1,94 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.903 | -5,05 | 1.777 | -9,25 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.179 | -67,23 | 352 | -68,90 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 5.417 | -5,54 | 1.619 | -10,36 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 2.781 | -8,13 | 831 | -12,71 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 6.308 | 146,41 | 1.986 | 151,90 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 3.226 | -0,92 | 1.016 | 1,10 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 12.415 | -4,71 | 3.908 | -2,54 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 22.944 | 0,00 | 6.857 | -5,07 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 18.136 | 0,47 | 5.709 | 2,74 | ||||
| 2025-11-14 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 578 | -4,15 | 173 | -8,99 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 4.089 | 0,00 | 1.222 | -5,13 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 11.837 | 0,77 | 1.762 | 3,96 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 16.018 | -19,57 | 5.042 | -17,76 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 1.221 | 0,00 | 365 | -5,21 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 14.100 | -0,44 | 4.439 | 1,81 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 66.765 | -3,96 | 21.018 | -1,79 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 272 | 0,00 | 86 | 2,41 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 11.774 | -0,84 | 3.519 | -5,86 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 737 | -1,73 | 232 | 0,87 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 1.260 | 0,00 | 397 | 2,06 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 4.538 | 2,25 | 1.356 | -2,93 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 34.611 | 0,36 | 10.343 | -4,73 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 203.078 | -13,91 | 60.690 | -18,27 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 16.328 | 0,00 | 5.140 | 1,98 | ||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 2.121 | 0,00 | 668 | 2,30 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 292.935 | -1,24 | 92.216 | 0,98 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 776 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 11.091 | -4,31 | 3.315 | -9,16 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 750 | 0,00 | 236 | 2,61 | ||||
| 2026-02-18 | 13F | Strategic Planning, Inc. | 1.071 | 337 | ||||||
| 2026-04-08 | 13F | Lpwm Llc | 2.526 | -2,51 | 755 | -7,48 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 58.151 | 18.306 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 1.277 | -40,71 | 382 | -43,81 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 787 | 0,38 | 251 | 3,73 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 3.009 | 0,00 | 947 | 2,27 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 696 | -2,25 | 219 | 0,00 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 12.303 | 5,80 | 3.873 | 8,19 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 70.707 | -2,55 | 21.131 | -7,49 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 1.040 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Swp Financial Llc | 12.732 | -7,89 | 3.805 | -12,57 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 790 | 236 | ||||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 768 | -12,83 | 230 | -17,33 | ||||
| 2026-01-22 | 13F | Amtrust Financial Services, Inc. | 45.800 | 0,00 | 14.418 | 2,26 | ||||
| 2026-02-12 | 13F | Haven Private, LLC | 858 | 0,00 | 270 | 2,27 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 1.023 | 322 | ||||||
| 2026-04-13 | 13F | Advocate Group Llc | 90.889 | 9,97 | 27.162 | 4,40 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 21.318 | -1,82 | 6.711 | 0,39 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 6.503 | 0,00 | 2.047 | 1,99 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 423 | 0,00 | 133 | 2,31 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 1.959 | 6,41 | 617 | 8,83 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 20 | 6 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 406 | -7,94 | 121 | -12,32 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 1.829 | 0,27 | 576 | 2,50 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.450.314 | -5,54 | 456.559 | -3,41 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 1.989 | -1,53 | 626 | 0,81 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 35.294 | 0,00 | 10.548 | -5,07 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.208 | 660 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 2.539 | -0,98 | 799 | 1,27 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 23 | -99,42 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 397 | 0,00 | 119 | -4,84 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 2.323 | 0,00 | 694 | -5,06 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 22.350 | -2,59 | 7.036 | -0,41 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 345 | 109 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.101 | -1,62 | 927 | -6,65 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 701 | 0,29 | 221 | 2,33 | ||||
| 2026-02-17 | 13F | Bank OZK | 2.147 | 0,00 | 676 | 2,27 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.155 | 38,74 | 943 | 31,75 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.935 | 0,00 | 578 | -5,09 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 4.557 | 1.403 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.794 | 4,88 | 1.433 | -0,42 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 1.050 | 0,00 | 314 | -5,15 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 641 | -44,02 | 202 | -42,90 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 1.382 | 0,07 | 435 | 2,35 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4.765 | 0,63 | 1.424 | -4,43 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 5.188 | 0,43 | 1.550 | -4,67 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 45.849 | -0,60 | 14.433 | 1,65 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 16 | 0,00 | 5 | -20,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 44.744 | -4,38 | 14.085 | -2,23 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 15.778 | -1,11 | 4.715 | -6,11 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 710 | 0,28 | 212 | -4,50 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5.004 | 51,27 | 1.495 | 43,61 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 3.729 | 1.174 | ||||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 828 | 0,00 | 261 | 2,36 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 29.928 | 14,26 | 8.944 | 8,47 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 14.326 | 4.544 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 1.709 | 18,02 | 1 | |||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 814 | 0,00 | 243 | -5,08 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 31.463 | 0,70 | 10.344 | 5,17 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 1.020 | 0,00 | 314 | 7,90 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Catalyst Financial Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BlackRock, Inc. | 180.740 | 233,81 | 56.897 | 241,35 | ||||
| 2026-02-09 | 13F | St. Louis Trust Co | 65.223 | -0,07 | 20.532 | 2,18 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 131.278 | 14,85 | 41.326 | 17,44 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 27.019 | 36,01 | 8.075 | 29,12 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 17.839.205 | 2,97 | 5.615.782 | 5,67 | ||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 49.754 | 3,72 | 15.663 | 6,06 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 138 | 0,00 | 41 | -4,65 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 1.532 | -16,38 | 482 | -14,54 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 12.714 | -24,76 | 3.800 | -28,58 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 5.014 | 1.579 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.571 | 0,08 | 768 | -4,95 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 36.805 | -0,68 | 10.999 | -5,71 | ||||
| 2026-01-29 | 13F | Comerica Bank | 98.382 | -10,26 | 30.971 | -8,24 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 44.546 | -2,53 | 14.023 | -0,33 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 1.350 | 6,38 | 425 | 8,72 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2.904 | 0,00 | 868 | -5,14 | ||||
| 2026-02-12 | 13F | Sfam, Llc | 86.678 | 27.286 | ||||||
| 2026-02-13 | 13F | Abound Financial, Llc | 908 | 286 | ||||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 3.011 | 0,00 | 948 | 2,27 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.110 | 0,00 | 332 | -5,16 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 44.506 | -0,47 | 13.301 | -5,51 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 74.262 | 5,65 | 23.555 | 8,56 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 49.574 | -4,42 | 15.606 | -2,27 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 2.368 | 5,10 | 708 | -0,28 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 1.441 | -12,19 | 454 | -10,47 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 472 | 0,00 | 149 | 2,07 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 6.400 | -0,36 | 2.015 | 1,87 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 23.006 | -4,38 | 6.875 | -9,22 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 3.674 | 1,35 | 1.156 | 3,68 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 112.902 | -0,29 | 35.541 | 1,93 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.511 | -0,98 | 452 | -6,04 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 1.085 | 0,00 | 324 | -4,99 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.278 | 0,00 | 382 | -5,22 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 208 | 65 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 17 | 5 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 311 | -50,00 | 98 | -49,21 | ||||
| 2026-02-03 | 13F | Primoris Wealth Advisors, Llc | 3.153 | 0,00 | 993 | 2,27 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 64.205 | 9,71 | 20 | 11,11 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 93 | 0,00 | 28 | -6,90 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 6.225 | -8,10 | 1.860 | -12,76 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 8.473 | -7,73 | 2.760 | -5,35 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.544 | 36,57 | 1.059 | 29,78 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.937 | 14,08 | 579 | 8,24 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 31.808 | 94,24 | 10.387 | 101,47 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1.080 | 0,00 | 323 | -5,01 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 182 | 0,00 | 55 | -5,26 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 16.264 | 0,72 | 4.860 | -4,39 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 350 | -11,84 | 105 | -16,13 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 5.597 | 0,00 | 1.762 | 2,21 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 47.696 | 5,31 | 15.015 | 7,68 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 458 | 0,00 | 144 | 2,13 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 2.000 | 0,20 | 598 | -4,94 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.721.373 | -3,90 | 856.689 | -1,73 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 1.529 | 0,00 | 457 | -5,20 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 2.953 | 0,20 | 930 | -0,43 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 814 | 0,00 | 256 | 2,40 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 190.217 | 616,45 | 59.741 | 628,98 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.112 | 0,00 | 350 | 2,34 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 6.761 | 240,78 | 2.128 | 248,85 | ||||
| 2026-03-10 | 13F | Advisortrust Partners, Llc | 2.416 | 761 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 15.770 | 4,53 | 4.713 | -0,76 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 166 | 27,69 | 53 | 33,33 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.006 | 0,00 | 317 | 2,27 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 1.314.815 | 0,80 | 413.904 | 3,08 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 25.454 | -0,64 | 7.841 | 7,21 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.374 | -0,53 | 3.399 | -5,56 | ||||
| 2026-03-06 | 13F | Union Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 1.394 | 0,00 | 417 | -5,02 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 1.370 | -11,78 | 409 | -16,19 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | CacheTech Inc. | 13.348 | -5,40 | 4.202 | -3,27 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 2.525 | -0,28 | 805 | 1,26 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 38.385 | 0,00 | 11.471 | -5,06 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 4.949 | 1.558 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 11.019 | 0,00 | 3.293 | -5,05 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 556 | 0,00 | 164 | -6,86 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 3.654 | 0,00 | 1.150 | 2,31 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 1.945 | -1,32 | 581 | -6,29 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 15.104 | 6,66 | 4.755 | 9,06 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 21.206 | -2,41 | 6.337 | -7,35 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 1.032 | -6,61 | 325 | -4,71 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 665 | 0 | ||||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 15 | 5 | ||||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 751 | 0,00 | 236 | 2,16 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 2.107 | 21,44 | 663 | 24,16 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 8.997 | -2,23 | 2.832 | -0,07 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 104.094 | -0,21 | 32.769 | 1,77 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.925.676 | -0,67 | 606.203 | 1,57 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 1.105 | -6,12 | 348 | -4,14 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 208.500 | 79,80 | 65.636 | 83,86 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 275 | 0,00 | 87 | 2,38 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 857 | 0,00 | 270 | 2,28 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 36.499 | -15,10 | 11.489 | -13,19 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 4.883 | 0,00 | 1.537 | 2,26 | ||||
| 2025-11-03 | 13F | Tobias Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 13.096 | 4,00 | 3.914 | -1,29 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 1.900 | 0,00 | 598 | 2,40 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 26.708 | 42,32 | 7.982 | 35,11 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 939 | 0,00 | 281 | -5,08 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 2.954 | 0,07 | 930 | 2,31 | ||||
| 2026-04-15 | 13F | City Holding Co | 29.410 | 12,36 | 8.789 | 6,66 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Flower City Capital | 9.371 | 2.801 | ||||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 389.642 | -0,08 | 122.659 | 2,18 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.033 | 0,00 | 608 | -5,01 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 18.676 | -2,79 | 5.581 | -7,72 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.572 | 0,00 | 769 | -5,07 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 34.081 | -6,71 | 10.318 | -11,52 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 3.481 | 338,41 | 1.040 | 317,67 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 5.560 | -0,86 | 1.750 | 1,39 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 576 | 177 | ||||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 2.150 | 0,00 | 643 | -5,03 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 521.864 | 0,56 | 164.203 | 2,76 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 338.478 | 0,81 | 106.553 | 3,09 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 18.500 | 0,00 | 5.824 | 2,25 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 22 | -91,37 | 7 | -92,50 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 13 | 0,00 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 118 | 0,00 | 35 | -5,41 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 518.465 | -4,44 | 163.213 | -2,54 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.632 | 0,39 | 1.683 | -4,70 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 16.580 | 0,02 | 5.219 | 2,27 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 789 | -28,14 | 248 | -26,63 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | Put | 1.100 | 346 | |||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 38.727 | 0,52 | 11.574 | -4,57 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 341 | 0,00 | 107 | 2,88 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 32.894 | 22,53 | 9.830 | 16,32 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 730 | 0,00 | 218 | -4,80 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 7.117 | 1,35 | 2.240 | 3,66 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 108.982 | 0,00 | 34.308 | 2,25 | ||||
| 2026-02-04 | 13F | Wedgewood Investors Inc /pa/ | 1.287 | 0,00 | 405 | 2,27 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 233.818 | -8,52 | 73.606 | -6,46 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.466 | 0,00 | 1.036 | -5,13 | ||||
| 2026-02-10 | 13F | Johnson Financial Group, LLC | 2.511.871 | 56,64 | 790.737 | 60,17 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 36 | -40,00 | 11 | -38,89 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 5.848 | 0,84 | 1.748 | -4,27 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 5.589 | -14,45 | 1.759 | -12,53 | ||||
| 2025-11-13 | 13F | Pacific Sun Financial Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 307.042 | -3,70 | 96.657 | -1,53 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 319.892 | -4,70 | 100.702 | -2,55 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 8.793 | -1,30 | 2.768 | 0,65 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 3.516 | 0,00 | 1.107 | 2,22 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 38.786 | 0,71 | 12.210 | 2,97 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 47.546 | 1,92 | 14.968 | 4,22 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 430.897 | -0,03 | 128.774 | -5,10 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 800 | 245 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 1.560 | 0,00 | 466 | -5,09 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 141 | 0,00 | 42 | -4,55 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 51 | 0,00 | 16 | 6,67 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 866 | 0,35 | 259 | -4,80 | ||||
| 2026-02-11 | 13F | CNB Bank | 820 | 0,00 | 258 | 2,38 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 66.039 | -8,01 | 19.736 | -12,68 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 2.801 | 0,00 | 837 | -4,99 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 298.425 | -2,56 | 93.944 | -0,36 | ||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 104.226 | 32.810 | ||||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 310 | 0,00 | 98 | 2,11 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 1.935 | -0,72 | 609 | 1,67 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 10.751 | -28,74 | 3.213 | -32,36 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.551 | 6,92 | 818 | 10,85 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 1.391 | 0,00 | 416 | -5,03 | ||||
| 2026-02-06 | 13F | Red Wave Investments LLC | 21.857 | 0,35 | 6.881 | 2,61 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.787.545 | -1,15 | 877.519 | 1,08 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 13.968 | -0,12 | 4 | 0,00 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.924 | 7.596,00 | 575 | 8.100,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2.300 | 5,36 | 687 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.970 | -1,41 | 5.968 | -6,40 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2.679 | 0,00 | 801 | -5,10 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 16.815 | -1,18 | 5.025 | -6,18 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 960 | 0,00 | 287 | -5,30 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.730 | 0,00 | 859 | 2,26 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 1.877 | 129,74 | 591 | 135,06 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 805 | 0,00 | 241 | -5,14 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 110 | 0,00 | 35 | 3,03 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 4.837 | -12,99 | 1.523 | -11,05 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3.250 | 0,00 | 971 | -5,08 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 165.337 | -2,07 | 52.038 | 0,12 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 13.623 | 327,72 | 4.071 | 306,29 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 39.382 | -0,60 | 11.769 | -5,63 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 4.727 | -8,02 | 1.488 | -5,94 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 51.863 | 6,43 | 16.330 | 8,84 | ||||
| 2026-02-17 | 13F | Carret Asset Management, Llc | 1.179 | 0,00 | 371 | 2,49 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 1.068 | -10,55 | 319 | -14,93 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 685 | 0,29 | 207 | -3,27 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 235 | 74 | ||||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 1.091 | 343 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 2.727 | 4,64 | 858 | 6,98 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 49 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 424.463 | -5,84 | 133.621 | -3,71 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 7.715 | -2,81 | 2.429 | -0,61 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 7.764 | -0,36 | 2.444 | 1,92 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 207.702 | 65.385 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 1.807 | -5,54 | 540 | -10,30 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 884 | 0,00 | 278 | 2,21 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 1.246 | 53,64 | 392 | 57,43 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 51.298 | 6,95 | 15.330 | 1,53 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 680 | -61,54 | 203 | -63,49 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 774 | -8,94 | 244 | -6,90 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 953 | 0,00 | 300 | 44,93 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 829 | 0,00 | 261 | 1,96 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 7.897 | 49,79 | 2.486 | 53,11 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 1.366 | 0,00 | 408 | -5,12 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 446 | 0,00 | 142 | 3,65 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 286 | 0,00 | 90 | 2,27 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.106.338 | 0,01 | 663.075 | 2,26 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 1.005 | 316 | ||||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 1.074 | 338 | ||||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 15.939 | 22,65 | 5.018 | 25,43 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 5.856 | -0,51 | 1.843 | 1,71 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.862.217 | 4,95 | 1.215.826 | 7,32 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 3.497 | -1,02 | 1.045 | -6,03 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 9.166 | -1,86 | 3 | 0,00 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 172 | 54 | ||||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 708 | -3,41 | 212 | -8,26 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 33.395 | -0,53 | 10.513 | 1,70 | ||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 7.678 | 2.417 | ||||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 1.354 | -12,09 | ||||||
| 2026-01-22 | 13F | ETF Store, Inc. | 1.737 | 0,46 | 547 | 2,63 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 5.699 | 10,36 | 1.794 | 12,90 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 4.600 | 0,00 | 1.375 | -5,11 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 1.023 | -6,75 | 322 | -4,45 | ||||
| 2026-01-21 | 13F | V2 Financial group LLC | 700 | 0,00 | 220 | 2,33 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 1.692 | 0,00 | 506 | -5,08 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 60.661 | -1,96 | 18.365 | -7,02 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.242 | -0,96 | 371 | -5,84 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 69.905 | -2,14 | 20.891 | -7,10 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1.796 | 537 | ||||||
| 2026-02-17 | 13F | Zacks Investment Management | 1.142 | 0,62 | 359 | 2,87 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 3.290 | 0,95 | 983 | -4,10 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.219 | 5,27 | 710 | 6,62 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 193.088 | -6,57 | 57.704 | -11,31 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 87 | 222,22 | 27 | 237,50 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.399 | 23,26 | 418 | 17,09 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.176 | -10,27 | 1.248 | -14,81 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 3.297 | -2,94 | 1.038 | -1,05 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 191.036 | 2,51 | 57.091 | -2,68 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 3.681 | -0,84 | 1.100 | -5,82 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 6.538 | 0,26 | 1.954 | -4,82 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 32.990 | 0,00 | 9.859 | -5,06 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 834 | 0,00 | 263 | 2,34 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6.534 | -6,17 | 1.953 | -10,95 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 1.721 | -10,41 | 542 | -8,46 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 19.145 | -3,22 | 6.027 | -1,05 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 1.295 | -3,50 | 408 | -1,45 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.599 | -36,95 | 818 | -35,49 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.498 | -4,34 | 448 | -9,33 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 1.019 | -2,86 | 305 | -7,88 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 58.425 | -4,28 | 18.392 | -2,12 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.160 | 0,00 | 646 | -5,01 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 33.958 | -4,00 | 10.148 | -8,86 | ||||
| 2026-01-30 | 13F | Reicon Wealth Advisors, Llc | 102 | 32 | ||||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Next Level Private LLC | 1.044 | 0,10 | 312 | -4,88 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 717.802 | -3,23 | 225.964 | -1,05 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 27.524 | -0,21 | 8.665 | 2,04 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53.246 | -2,08 | 16.762 | 0,13 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.221 | -15,38 | 1.560 | -20,53 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 20 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 3.489 | 0,00 | 1.098 | 2,23 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 12.146 | 2,76 | 3.824 | 5,09 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 43.036 | -1,65 | 13.691 | 1,91 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 223 | 0,00 | 70 | 2,94 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 1.093 | 0,00 | 344 | 2,08 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 5.895 | -10,60 | 1.762 | -15,08 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 283.597 | -2,10 | 89.276 | 0,11 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 10.137 | 7,44 | 3.328 | 12,02 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 5.144 | 11,97 | 1.537 | 6,29 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 780 | -0,26 | 246 | 2,08 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2.450 | 0,00 | 732 | -5,06 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 1.062 | 317 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.603 | 514 | ||||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 723 | 0,14 | 216 | -4,85 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 686 | 0,00 | 205 | -4,65 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 4.580 | 0,00 | 1.369 | -5,07 | ||||
| 2026-02-13 | 13F/A | Archvest Wealth Advisors, Inc. | 1.399 | -2,03 | 440 | 0,23 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.421.505 | -1,26 | 447.490 | 0,97 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 732 | 0,00 | 230 | 2,22 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 18.856 | 13,29 | 5.936 | 15,85 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 12.610 | -14,10 | 3.768 | -18,46 | ||||
| 2026-02-12 | 13F | Betterment LLC | 107.899 | 0,52 | 34 | 0,00 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 79 | 0,00 | 25 | 0,00 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 951 | 0,11 | 299 | 2,40 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 5.421 | -5,24 | 1.707 | -3,12 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 834 | 0,00 | 263 | 2,34 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 262.685 | 5,08 | 82.491 | 7,46 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 5.581 | 0,00 | 1.668 | -5,07 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 2.862 | -0,14 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 38.147 | -0,15 | 11.400 | -5,21 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 28.351 | 77,60 | 8.473 | 68,60 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 1.307 | 0,00 | 411 | 2,24 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 14.040 | 0,00 | 4.420 | 2,24 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.734 | 0,30 | 1.116 | -4,78 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 18 | 0,00 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 904 | 285 | ||||||
| 2026-04-21 | 13F | James Reed Financial Services, Inc. | 85.734 | -4,71 | 25.622 | -9,54 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 64 | 0,00 | 20 | 5,26 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.093 | 0,00 | 0 | |||||
| 2026-02-14 | 13F | Bank of Marin | 1.627 | 0,00 | 512 | 2,40 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 606 | 191 | ||||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 9.723 | 0,00 | 3.061 | 2,24 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 2.296 | 0,00 | 723 | 1,98 | ||||
| 2026-02-04 | 13F | WealthTrust Asset Management, LLC | 3.459 | -1,45 | 1.089 | 0,74 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.025 | -2,01 | 306 | -6,99 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.327 | -0,86 | 1.592 | -5,91 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 11.826 | 0,50 | 3.534 | -4,59 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 10.773 | -13,83 | 3.391 | -11,88 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 8.770 | 0,00 | 2.857 | 2,18 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 5.967 | 56,25 | 1.879 | 59,83 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 23 | 7 | ||||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 12.477 | -2,71 | 3.928 | -0,53 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 3.655 | -1,77 | 1.151 | 0,44 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 276 | 87 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.007 | 38,71 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 73.021 | 22.107 | ||||||
| 2026-03-05 | 13F | Cedarwood Wealth LLC | 4.398 | 1.404 | ||||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 2.056 | 0,10 | 647 | 2,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10.959 | 663,16 | 3.275 | 625,94 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.311 | -12,86 | 1.541 | -19,66 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 6.751 | 0,37 | 2.018 | -4,72 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 6.543.317 | 0,00 | 1.955.470 | -5,07 | ||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 46.169 | 5,11 | 14.213 | 13,42 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 984 | 0,00 | 294 | -4,85 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.019 | -2,67 | 321 | -0,62 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 187 | 59 | ||||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 166 | 0,61 | 52 | 4,00 | ||||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | -100,00 | 0 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 8.739 | -8,88 | 2.612 | -13,51 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.357 | 0,13 | 1.601 | -4,99 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 52.356 | -1,15 | 16.629 | 2,07 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 5.700 | 0,00 | 1.703 | -5,07 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.584 | 50,27 | 1.758 | 52,39 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 4.481 | 0,00 | 1.411 | 1,95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 37.223 | -0,80 | 11.618 | -1,64 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.753 | 1.181 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 4.907 | -43,63 | 1.545 | -42,37 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 2.290 | 3,71 | 684 | -1,58 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 131.887 | -16,97 | 41.518 | -15,10 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 2.710 | 0,00 | 853 | 2,28 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 8.834 | 3,72 | 2.781 | 6,06 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 203.639 | 0,50 | 64.106 | 2,77 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.892 | 0,00 | 596 | 2,23 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 10.209 | -0,62 | 3.214 | 1,32 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 912 | -6,84 | 273 | -11,69 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 50.350 | -0,05 | 15.850 | 2,21 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.580 | -4,70 | 472 | -9,40 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 1.628 | -95,56 | 512 | -95,47 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 189.574 | 5,83 | 56.654 | 0,47 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 916 | 0,00 | 274 | -5,21 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 6.721 | 18,58 | 2.009 | 12,56 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 7.352 | 0,00 | 2.314 | 2,25 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 2.146 | 0,00 | 641 | -5,04 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 1.002 | 315 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 13.275 | 3,97 | 3.967 | -1,29 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 1.699 | -3,90 | 508 | -8,81 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 518 | 0,00 | 163 | 2,52 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 5.647 | 1.778 | ||||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 87.000 | 0,00 | 27.388 | 2,26 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 5.776 | 0,00 | 1.726 | -5,06 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 2.471 | 0,00 | 805 | 3,47 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 38.980 | 7,72 | 12.104 | 5,12 |
