Grundlæggende statistik
| Institutionelle ejere | 995 total, 993 long only, 0 short only, 2 long/short - change of 6,61% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4922 % - change of -1,58% MRQ |
| Institutionelle aktier (lange) | 50.891.785 (ex 13D/G) - change of 1,69MM shares 3,44% MRQ |
| Institutionel værdi (lang) | $ 10.203.732 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) har 995 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 50,891,785 aktier. Største aktionærer omfatter Morgan Stanley, Wealthfront Advisers Llc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Fifth Third Bancorp, Vanguard Group Inc, Assetmark, Inc, Mercer Global Advisors Inc /adv, LPL Financial LLC, and Royal Bank Of Canada .
Vanguard Index Funds - Vanguard Extended Market ETF (ARCA:VXF) 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 28, 2026 is 223,42 / share. Previously, on April 29, 2025, the share price was 171,73 / share. This represents an increase of 30,10% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 835.091 | -49,28 | 174.634 | -49,33 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.748 | 45,30 | 360 | 43,03 | ||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.033 | 0,00 | 223 | 0,00 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 1.948 | 0,00 | 407 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.923 | 21,99 | 611 | 21,96 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 10.991 | 67,37 | 2.298 | 67,25 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.358 | 0,52 | 279 | -1,06 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 1.487 | 0,00 | 311 | -0,32 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 73 | 0,00 | 15 | 0,00 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 407 | 0,00 | 85 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 43.139 | -2,24 | 9.021 | -2,34 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 366.330 | -0,34 | 75.391 | -1,92 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 527 | -62,11 | 110 | -62,20 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 20 | -20,00 | 4 | -20,00 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 43.300 | -0,67 | 8.911 | -2,24 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 142 | 0,00 | 30 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.960 | 0,10 | 609 | -1,46 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 2.415 | 0,37 | 497 | -1,19 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 200 | -1,97 | ||||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 17 | 0,00 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Tenon Financial LLC | 251.213 | 9,85 | 51.700 | 8,11 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 943 | 0,00 | 197 | 0,00 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 5.081 | -20,97 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Syverson Strege & Co | 4.079 | 0,00 | 853 | 0,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.391 | 0,00 | 291 | -0,34 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 117 | 0,00 | 24 | 0,00 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 193 | 0,00 | 40 | -2,50 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 107 | 22 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.425 | 2,32 | 1.134 | 2,25 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 53 | 11 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 8.697 | 74,92 | 1.790 | 72,18 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.580 | -2,53 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 1.607 | 331 | ||||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 141 | 0,00 | 29 | 0,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 4.511 | 0,18 | 944 | 1,84 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 1.332 | 1,91 | 278 | 1,83 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 113 | 0,89 | 23 | 0,00 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 394 | 0,00 | 81 | -1,22 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 1.962 | -25,48 | 410 | -25,59 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 306.533 | -14,34 | 64.102 | -14,43 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 3.132 | 655 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 2.802 | -3,38 | 577 | -4,95 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 6.000 | 0,00 | 1.255 | -0,16 | ||||
| 2026-02-17 | 13F | London Co Of Virginia | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 3.987 | 0,00 | 821 | -1,56 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2.708 | -6,14 | 557 | -7,63 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 69.003 | -24,39 | 14.430 | -16,78 | ||||
| 2026-02-13 | 13F | Boston Partners | 2.381 | 498 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.376 | -0,15 | 288 | -0,35 | ||||
| 2026-01-23 | 13F | Avion Wealth | 225 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 31.334 | 1,72 | 6.449 | 0,11 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 23 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 1.673 | 350 | ||||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1.151 | 0,00 | 241 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.770 | -67,29 | 1.805 | -67,83 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 48.028 | 2,68 | 9.884 | 1,05 | ||||
| 2026-04-21 | 13F | Maseco Llp | 2.021 | 22,41 | 416 | 20,29 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 349.556 | -19,59 | 73.143 | -18,94 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 2.608 | 0,00 | 545 | 0,00 | ||||
| 2026-02-17 | 13F | Osterweis Capital Management Inc | 98 | 0,00 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9.844 | 1,82 | 2.026 | 0,20 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.365 | -10,63 | 1.122 | -10,75 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 325 | 0,00 | 67 | -1,49 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 263 | 0,00 | 54 | 0,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 50 | 0,00 | 10 | 0,00 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.034 | 0,66 | 1.053 | 0,57 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 3.430 | 0,00 | 717 | -0,14 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.179 | -2,64 | 448 | -4,27 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1.129 | 0,80 | 236 | 0,85 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 2.510 | 2,57 | 517 | 0,98 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 23.627 | -55,04 | 4.862 | -55,76 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 1.583 | 0,00 | 331 | 0,00 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 4.590 | 1.001 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 1.075 | -18,62 | 221 | -19,93 | ||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 85 | 17 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 76 | 0,00 | 16 | 0,00 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.758 | 0,00 | 368 | -0,27 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 1.258 | 0,00 | 263 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.740 | 12,57 | 573 | 12,57 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 168.416 | -2,79 | 34.660 | -4,34 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 4.736 | 0,00 | 975 | -1,62 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.827 | -16,35 | 382 | -16,41 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 36 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.623 | -2,11 | 1 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.293 | 5,46 | 266 | 3,91 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3.882 | -8,36 | 799 | -9,83 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 32.953 | 0,92 | 6.782 | -0,67 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 84.531 | 8,18 | 18 | 6,25 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1.167 | 0,00 | 244 | 0,00 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 64.221 | -0,95 | 13.430 | -1,05 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.322 | 32,33 | 276 | 32,06 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.174 | 3,44 | 242 | 1,69 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 52 | 11 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 13.267 | -1,60 | 2.730 | -3,16 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 1.495 | 0,67 | 313 | 9,09 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 1.604 | 0,75 | 335 | 0,60 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.676 | 0,22 | 589 | 0,51 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 49.560 | -3,61 | 10.364 | 4,60 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 10.007 | 1,04 | 2.059 | -0,58 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 80.300 | 14,06 | 16.792 | 13,94 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 58.447 | 2,50 | 12 | 9,09 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 1.510 | 0,00 | 316 | -0,32 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 1.999 | 0,00 | 411 | -1,67 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 90 | 0,00 | 19 | 0,00 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 1.734 | 364 | ||||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 23.597 | 13,15 | 4.935 | 13,04 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.119 | 436 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 50 | 10 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.314 | -0,60 | 888 | -3,17 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1.517 | 0,00 | 312 | -1,58 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 199 | 41 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.072 | 5,10 | 224 | 5,16 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 316 | -3,36 | 0 | |||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 3.589 | 15,36 | 739 | 13,54 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 998 | 0,30 | 205 | -0,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 80.021 | 6.337,73 | 16.468 | 6.233,85 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 1.789 | 3,83 | 374 | 3,89 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 11.378 | 1,24 | 2.379 | 1,15 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 10.338 | 1,84 | 2.162 | 1,69 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 34.546 | 1,68 | 7.225 | 1,57 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 54.685 | 15,09 | 11.254 | 13,26 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.658 | 167,85 | 341 | 164,34 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 4.100 | -28,07 | 857 | -28,16 | |||
| 2026-04-07 | 13F | Bath Savings Trust Co | 1.062 | 2,21 | 219 | 0,46 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 5.745 | 170,61 | 1.201 | 170,50 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 300 | -72,73 | 63 | -73,04 | |||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 13.205 | -1,27 | 2.718 | -2,86 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.584 | -11,46 | 326 | -13,10 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 150 | 0,00 | 31 | -3,23 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 1.527 | 319 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 31.695 | -5,52 | 6.628 | -5,61 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 24.811 | -13,37 | 5.106 | -14,74 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 596 | 123 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5.448 | -2,49 | 1.121 | -4,02 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.140 | 21,59 | 440 | 19,57 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2.166 | 6,49 | 446 | 4,71 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 431 | 0,00 | 89 | -2,22 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 1.703 | 356 | ||||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 773 | 0,13 | 162 | 0,00 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 3 | 0,00 | 1 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 108.599 | 1,95 | 22.350 | 0,33 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 903 | 200 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 1.296 | 0,39 | 267 | -1,48 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 675 | 0,00 | 141 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 8.946 | 0,10 | 1.871 | 0,00 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 1.859 | 0,00 | 389 | -0,26 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.224 | 0,68 | 465 | 0,65 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 7.335 | 0,08 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 2.072 | 433 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 635.355 | -8,14 | 132.866 | -8,24 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 3.548 | -83,74 | 730 | -84,00 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 224.143 | 44,68 | 46.873 | 44,53 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 7.974 | 13,17 | 1.628 | 5,65 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 54.824 | -4,72 | 11.465 | -4,82 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.090 | -5,55 | 228 | -5,81 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 2.469 | -0,40 | 508 | -1,93 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2.335 | 8,45 | 481 | 6,67 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 2.020 | -4,40 | 422 | -4,52 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 29.098 | 44,32 | 6.085 | 44,17 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 4.272 | -2,84 | 879 | -4,35 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 19.788 | 12,34 | 4.138 | 12,23 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2.712 | -8,04 | 567 | -8,10 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 1.000 | -37,50 | 209 | -37,43 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 10.800 | 74,19 | 2.258 | 74,09 | |||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 1.606 | 0,00 | 336 | -0,30 | ||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 165.000 | 2,60 | 33.957 | 0,97 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.145 | 11,48 | 12.159 | 11,37 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 413 | 0,00 | 86 | 0,00 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 6.460 | 1.351 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 294 | -0,68 | 61 | -1,64 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 18.170 | 414,44 | 3.800 | 414,07 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.051 | 0,05 | 847 | 0,00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 19 | 0,00 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.991 | 4,79 | 410 | 3,02 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 21.544 | 4.505 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 223 | -33,23 | 46 | -34,78 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 236.664 | -17,17 | 49.491 | 83.783,05 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 494 | 0,00 | 102 | -1,94 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 268 | 0,37 | 55 | 0,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 222 | 27,59 | 46 | 25,00 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 1.890 | 8,43 | 395 | 8,52 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 80.792 | 4,82 | 16.627 | 3,16 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 1.591 | 0,00 | 333 | -0,30 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 643 | 134 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.223.076 | 3,73 | 255.770 | 3,62 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.268 | 0,00 | 467 | -1,69 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 4.211 | 18,22 | 867 | 16,40 | ||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 41.519 | 0,40 | 8.682 | 0,29 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 4.064 | 4,37 | 850 | 4,17 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 22.411 | 120,78 | 4.687 | 120,62 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 1.327 | -28,58 | 273 | -29,64 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 18.187 | 5,68 | 3.807 | 14,81 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 204 | 0,49 | 43 | 0,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 292 | 0,00 | 61 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 143.730 | -4,45 | 30.057 | -4,55 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 68.881 | 0,02 | 14.176 | -1,57 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2.285 | 0,26 | 470 | -1,26 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.240 | 67,01 | 1.514 | 66,92 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.075 | 0,00 | 221 | -1,34 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 1.133 | 0,27 | 233 | -1,27 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 374 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 7.800 | 0,00 | 1.631 | -0,06 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 13.370 | 0,00 | 2.796 | -0,11 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 1.477 | 304 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 1.566 | 0,00 | 327 | 0,00 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 3.561 | 0,00 | 765 | 2,82 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.089 | 0,09 | 224 | -1,32 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 4.294 | 4,32 | 884 | 2,67 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 6.351 | -3,01 | 1.328 | -3,07 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 2.053 | 429 | ||||||
| 2026-04-22 | 13F | Motco | 166 | 0,00 | 34 | 0,00 | ||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 22.013 | 4.603 | ||||||
| 2026-04-13 | 13F | First Hawaiian Bank | 111.836 | 4,86 | 23.016 | 3,19 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 698 | 0,00 | 144 | -1,38 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 26.708 | 3,65 | 5.585 | 3,54 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 164 | 34 | ||||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.238 | -3,15 | 6.223 | -4,69 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.145 | 1,94 | 647 | 0,31 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 1.603 | 0,31 | 335 | 0,30 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Vicus Capital | 31.114 | -0,65 | 6.403 | -2,23 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 10.954 | -0,60 | 2.291 | -0,69 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.033 | 0,00 | 216 | 0,00 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 20.715 | -5,33 | 4.332 | -5,41 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 76 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.225 | 0,00 | 502 | 7,74 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 53.670 | 0,54 | 11.223 | 0,44 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 8.416 | 0,26 | 1.732 | -1,31 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 6.303 | -0,49 | 1.318 | -0,53 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 29.369 | -0,14 | 6.148 | 6,63 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.635 | -2,52 | 551 | -2,48 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.201 | 0,17 | 1.894 | -1,41 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 280 | 59 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 2.250 | 0,63 | 471 | 0,43 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 187 | 0,54 | 39 | 2,63 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 17 | 4 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 55 | 0,00 | 12 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 374 | 0,00 | 77 | -2,56 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.619 | -0,25 | 339 | -0,29 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 8 | -99,86 | 2 | -99,91 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 12.500 | 0,00 | 2.617 | 0,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 986 | -2,76 | 206 | -2,83 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 14.472 | -4,03 | 2.978 | -5,55 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 98 | 20 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 900 | 0,00 | 185 | -1,60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 106 | 0,00 | 22 | -4,55 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 64 | 0,00 | 13 | 0,00 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 13.986 | 0,01 | 2.878 | -1,57 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 9.777 | 0,00 | 2.045 | -0,10 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 2.746 | 0,00 | 574 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 4.674 | 23,52 | 962 | 21,62 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.737 | 1,82 | 363 | 1,68 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 8.966 | 1.875 | ||||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.665 | -1,73 | 1.185 | -1,82 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 98 | 0,00 | 20 | 0,00 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 1.200 | 251 | ||||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 58.096 | 63,90 | 12.196 | 64,37 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 61 | 0,00 | 13 | 9,09 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.934 | -0,46 | 398 | -1,97 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 3.715 | -0,48 | 764 | -2,05 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 398 | -19,27 | 83 | -19,42 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 204.556 | 1,88 | 42.097 | 0,26 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 2.309 | 0,30 | 483 | 0,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.209 | -2,81 | 249 | -4,62 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 545.803 | 546 | ||||||
| 2026-02-13 | 13F | Alerus Financial Na | 1.575 | 329 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 1.002 | -16,92 | 210 | -17,06 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 15.066 | 1,63 | 3.151 | 1,51 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.116 | -68,96 | 234 | -69,34 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 11.135 | 0,00 | 2.292 | -1,59 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.158 | -6,36 | 1.278 | -7,19 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.256 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.320 | 11,19 | 683 | 8,41 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 35 | 75,00 | 7 | 75,00 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.492 | 316 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 12.333 | 1,54 | 2.579 | 1,46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 116 | -33,33 | 24 | -36,11 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.806 | -0,12 | 1.005 | -0,30 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 1.800 | 0,00 | 370 | -1,60 | ||||
| 2026-01-29 | 13F | UBS Group AG | 646.302 | -0,34 | 135.155 | -0,44 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 474 | 99 | ||||||
| 2026-04-22 | 13F | Applied Capital LLC | 69.671 | 4,66 | 14.338 | 3,00 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 6.360 | -0,06 | 1.330 | -0,15 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.729 | -56,54 | 989 | -56,63 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 73.634 | -0,10 | 15.398 | -0,20 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.261 | -3,37 | 260 | -4,78 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 20.363 | -2,21 | 4.258 | -2,32 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 997 | 0,00 | 208 | 0,00 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 38.988 | 412,93 | 8.269 | 467,47 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 72.334 | 5,52 | 14.886 | 3,84 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 120.631 | 1,07 | 25.226 | 0,96 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 840.415 | -14,50 | 175.748 | -14,59 | ||||
| 2025-11-13 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 1.795 | 6,85 | 369 | 5,13 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 220 | -1,35 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 6.307 | 2,44 | 1.298 | 0,85 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.630 | -6,47 | 541 | -7,99 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 2.201 | 0,00 | 460 | 0,00 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 7.940 | 6,61 | 1.634 | 4,95 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6.690 | -3,49 | 1.377 | -5,04 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 6.059 | 18,66 | 1.267 | 18,43 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 4.447 | -34,46 | 915 | -35,47 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.381.682 | 6,83 | 288.937 | 6,71 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 18.612 | 0,00 | 3.892 | -0,10 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 4.147 | 0,05 | 867 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 27.880 | -49,32 | 5.805 | -51,51 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4.046 | -11,64 | 833 | -13,06 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 1.942 | 40,62 | 400 | 38,54 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 648.820 | 4,62 | 135.681 | 4,51 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 1.124 | 0,00 | 231 | -1,70 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.235 | 1,15 | 258 | 1,18 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.695 | -2,04 | 760 | -3,55 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.782 | 582 | ||||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 5.804 | 57,08 | 1.214 | 56,92 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 25.873 | 3,75 | 5.325 | 2,09 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 6.237 | 8,06 | 1.304 | 7,95 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 1.461 | -4,07 | 301 | -5,66 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 11.948 | -1,24 | 2.499 | -1,34 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 638 | 112,67 | 133 | 114,52 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.632 | 0,05 | 1.389 | 8,61 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 1.700 | 0,00 | 350 | -1,69 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 32 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 276.670 | 4,32 | 57.857 | 4,21 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5.060 | -7,10 | 1.058 | -7,19 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 12 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 6.804 | 1.423 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.394 | -3,93 | 2.345 | -5,48 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 14.571 | -0,22 | 2.999 | -1,80 | ||||
| 2026-04-24 | 13F | Balentine LLC | 15.375 | 0,00 | 3.164 | -1,59 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 12.944 | 0,00 | 2.710 | 8,62 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 777 | 5,28 | 160 | 3,25 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 20.466 | 6,47 | 4.280 | 6,36 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 11.356 | 0,00 | 2.375 | -0,13 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 40.444 | -2,09 | 8.458 | -2,20 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Copia Wealth Management | 146 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 4.877 | 0,06 | 1.021 | 0,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.099 | 18,94 | 226 | 17,10 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 36.911 | 44,97 | 7.719 | 44,80 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 70.713 | -12,37 | 14.553 | -13,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 93.633 | -15,66 | 19.580 | -15,75 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 1.300 | 0,08 | 272 | 0,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 15.847 | 9,50 | 3.314 | 9,41 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 1.289 | -1,07 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 2.888 | 1,87 | 594 | 0,34 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.838 | 0,00 | 593 | -0,17 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 272 | 2,64 | 56 | 0,00 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 5.710 | 0,00 | 1.194 | -0,08 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 64.060 | 1,46 | 13.184 | -0,15 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 4.891 | 0,00 | 1.023 | -0,10 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1.747 | 0,00 | 360 | -1,64 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 16.109 | 0,17 | 3.369 | 0,06 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.514 | 2,71 | 312 | 0,97 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 8.797 | 24,37 | 1.921 | 29,80 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 46.568 | 0,28 | 9.738 | 0,17 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 7.107 | 87,52 | 1.486 | 87,39 | ||||
| 2026-02-09 | 13F | King Wealth | 2.964 | 0,24 | 1 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 559 | 0,00 | 115 | -0,86 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 1.818 | -0,49 | 374 | -2,09 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 2.452 | 11,91 | 513 | 12,04 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 47.723 | 5,79 | 9.980 | 5,68 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 207.817 | -2,61 | 44.076 | -1,52 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 16 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 1.292 | 0,00 | 270 | 0,00 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 4.694 | 146,15 | 982 | 145,86 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | GSG Advisors LLC | 7.348 | 0,27 | 1.537 | -0,19 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 28.294 | 11,42 | 5.917 | 11,31 | ||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 18.454 | 1,38 | 3.859 | 1,29 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 5.478 | 3,99 | 1.128 | 2,36 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 60.878 | -2,07 | 12.731 | -2,17 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 41.680 | 8.716 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 1.015 | -2,40 | 209 | -4,15 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fmr Llc | 84.633 | 5,29 | 17.698 | 5,18 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 216 | 0,00 | 44 | -2,22 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 8.809 | -0,17 | 1.813 | -1,79 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 2.792 | 575 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 227 | 47 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 20.085 | 16,71 | 4.200 | 41,70 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 3.022 | -0,10 | 632 | -0,32 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1.583 | 0,06 | 326 | -1,52 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.138 | 0,00 | 238 | -0,42 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 2.975 | 0,00 | 612 | -1,61 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 138 | -22,91 | 29 | -24,32 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 1.725 | 0,00 | 361 | -2,70 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 1.011 | 0,00 | 211 | 0,00 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 5.915 | 1.237 | ||||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 10.735 | 92,25 | 2.245 | 92,12 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 264 | 0,00 | 55 | 0,00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 8 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 2.917 | 0,00 | 600 | -1,64 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 37.336 | 7.808 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 9.749 | -5,18 | 2.039 | -5,30 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 46.258 | -0,21 | 9.520 | -1,81 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 18.847 | -11,10 | 3.879 | -12,52 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.571 | 0,00 | 329 | 0,00 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 8 | -55,56 | 2 | -66,67 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 7.362 | 1,38 | 1.540 | 1,25 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.450 | 0,00 | 931 | -0,11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.272 | 0,00 | 879 | -1,57 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 2.770 | 0,00 | 579 | 0,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 1.549 | -1,65 | 324 | -1,82 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 8.688 | 0,23 | 1.800 | -0,66 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 8.320 | 0,00 | 1.740 | -0,11 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2.057 | -25,63 | 430 | -25,48 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 774.025 | 10,77 | 161.864 | 10,66 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 1.301 | 0,00 | 268 | -1,84 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 2.574 | 0,08 | 530 | -1,49 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 1.372 | 0,00 | 287 | -0,35 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.983 | 2,42 | 820 | 0,74 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 124 | 0,00 | 26 | 0,00 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 4.783 | -21,28 | 984 | -22,52 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 21.172 | 7,29 | 4.357 | 5,55 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 153 | 0,00 | 32 | -3,12 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 3.818 | 5,44 | 798 | 5,28 | ||||
| 2026-04-16 | 13F | Security National Bank | 26.306 | -0,19 | 5.414 | -1,78 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 66.171 | 18,62 | 13.838 | 18,50 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.515 | 0,00 | 317 | -0,32 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 14.665 | 2,15 | 3.018 | 100.500,00 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1.651 | -2,65 | 340 | -4,24 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 29.290 | 165,93 | 6.127 | 153,87 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 3.527 | -1,62 | 726 | -3,20 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 977.926 | 5,98 | 204.504 | 5,87 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 13.948 | 14,82 | 2.871 | 12,99 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 33.084 | 0,96 | 6.809 | -0,64 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 9.380 | 1.961 | ||||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 27.685 | -0,15 | 6 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.501 | -22,37 | 732 | -22,46 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 32.752 | 1,15 | 6.740 | -0,46 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 2.604 | 2,84 | 545 | 2,64 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 4.092 | 0,29 | 856 | 0,12 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 1.256 | 0,00 | 258 | -1,53 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 4.383 | 0,00 | 917 | -0,11 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 15.450 | 0,00 | 3.231 | -0,12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 8.270 | 16,32 | 1.702 | 14,47 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 51.591 | 0,29 | 10.617 | -1,30 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 54.608 | 11.443 | ||||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 943 | 0,00 | 197 | -0,51 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 2.277 | 0,04 | 469 | -1,47 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 24.814 | 133,92 | 5.189 | 133,74 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 5.409 | 0,00 | 1.131 | 0,00 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 4.017 | 22,88 | 840 | 32,91 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 1.886 | 0 | ||||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 7.792 | 0,00 | 1.604 | -1,60 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 265 | 0,00 | 55 | -1,82 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 1.692 | 0,00 | 354 | -0,28 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 16.326 | -6,18 | 3.360 | -7,69 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 1.037 | 5,92 | 229 | 11,17 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 6.633 | 0,00 | 1.365 | -1,59 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 2.104 | -2,32 | 433 | -3,78 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 3.719 | -5,49 | 1 | |||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 6.583 | 0,00 | 1.443 | 4,64 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 6.052 | 51,26 | 1.246 | 48,92 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.725 | 0,00 | 361 | -0,28 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 4.423 | 0,00 | 925 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 3.304 | 680 | ||||||
| 2026-03-05 | 13F | Taylor Securities Services, Inc. | 1.088 | 228 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 4.218 | -7,46 | 882 | -7,55 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 4.695 | -6,19 | 966 | -7,65 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 118.093 | 27,31 | 24.696 | 27,18 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 196.301 | -17,61 | 41.050 | -17,70 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5.603 | 42,57 | 1.153 | -2,45 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 1.076 | 225 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 67.644 | 13,41 | 14.146 | 13,30 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.316 | 23,45 | 275 | 23,32 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 1.479 | 0,00 | 304 | -1,62 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 3.369 | -2,21 | 705 | -2,36 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 35 | 0,00 | 7 | 0,00 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 437 | 0,00 | 91 | 0,00 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 1.375 | 0,22 | 283 | -1,05 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 738.542 | 1,70 | 154.444 | 1,60 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 12.628 | 0,64 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 79 | 16 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Associated Banc-corp | 7.379 | 78,32 | 1.543 | 78,18 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 3.183 | 666 | ||||||
| 2026-02-04 | 13F | Clark Wealth Partners | 127 | 0,00 | 27 | 0,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 1.964 | -2,29 | 404 | -3,81 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.029.567 | 1,57 | 215.303 | 1,46 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 1.392 | 0,00 | 291 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | Call | 1.500 | 314 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 19.024 | 8,24 | 3.915 | 6,53 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 3.365 | 0,00 | 704 | -0,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.139 | 4,34 | 447 | 4,20 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 140 | 0 | ||||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 5.011 | 0,64 | 1.048 | 0,48 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 44 | 0,00 | 9 | 0,00 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 12.468 | 50,31 | 2.566 | 47,92 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 3.350 | -43,70 | 1 | -100,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 4.207 | 0,00 | 880 | -0,11 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 12.506 | 2,43 | 2.615 | 2,35 | ||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 21.334 | -2,95 | 4.461 | -3,04 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 420 | 82,61 | 88 | 81,25 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 6.714 | 10,03 | 1.404 | 9,95 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 2.000 | 0,00 | 418 | 0,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 5.651 | 0,00 | 1.163 | -1,61 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.492 | -0,86 | 312 | -0,95 | ||||
| 2025-11-13 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1.509 | 0,60 | 311 | -0,96 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.247 | -1,28 | 679 | -1,45 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 37.255 | 0,15 | 7.791 | 0,04 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 2.232 | -8,22 | 467 | -8,45 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 119.471 | 11,78 | 24.587 | 10,01 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 498 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 129.036 | 2,39 | 26.984 | 2,28 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 10 | -9,09 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 9.594 | 1.974 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.680 | -36,48 | 770 | -36,55 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 90.012 | 9,19 | 18.835 | 8,77 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.252 | 0,00 | 1.904 | -1,55 | ||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 14.449 | 3.022 | ||||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 41.587 | 3,61 | 8.697 | 3,50 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 170.604 | 1,90 | 35.677 | 1,79 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.384 | -1,37 | 1.126 | -1,49 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 337.129 | 3,63 | 70.522 | 3,53 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 65.954 | -6,04 | 14 | -7,14 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 7.339 | -23,85 | 1.510 | -25,06 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 995 | 208 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21.380 | 2,95 | 4.430 | 2,03 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 35.458 | -4,54 | 7.415 | -4,63 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 80.643 | 2,96 | 16.864 | 2,85 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 33.226 | 4,02 | 6.948 | 3,92 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 1.011 | 0,00 | 211 | 0,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.261 | 0,00 | 877 | -1,57 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 79.917 | 6,12 | 16.712 | 6,01 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 1.700 | 0,00 | 356 | 0,00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 15.972 | -7,98 | 3.287 | -9,45 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 182.975 | 485,24 | 38 | 533,33 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 1.769 | 14,65 | 370 | 14,24 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 113 | -99,39 | 603 | -83,00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 316.950 | 223,79 | 66.281 | 223,46 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 7.849 | 0,00 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 320 | 0,00 | 67 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 4.359 | -0,11 | 912 | -0,22 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.508 | 0,00 | 315 | 0,00 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 2.727 | 0,00 | 570 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 18.199 | 4 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 22.560 | 1,08 | 4.643 | -0,54 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 92.246 | 19.311 | ||||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 1.358 | 0,22 | 284 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.019 | -12,94 | 415 | -14,26 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 7.790 | 82,56 | 1.629 | 82,42 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 5.965 | -3,57 | 1.248 | -3,71 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 115.749 | 23.821 | ||||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 13.307 | 41,23 | 2.739 | 38,98 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 48 | 0,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 22.076 | 3,49 | 4.543 | 1,86 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.000 | -51,92 | 1.046 | -52,00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 400 | 0,00 | 82 | -1,20 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 919 | 79,84 | 192 | 81,13 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 133.986 | 10,28 | 28 | 12,00 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 2.203 | -1,52 | 461 | -1,71 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 1.638 | 0,00 | 343 | 0,00 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.609 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 1.891 | 0,11 | 395 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 122 | -70,81 | 26 | -71,26 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 1.000 | 0,00 | 209 | 0,00 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 3.134 | -9,05 | 655 | -9,15 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 1.280 | 0,31 | 263 | -6,74 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 4.318 | 22,64 | 903 | 22,39 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.558 | 0,58 | 1.790 | 0,45 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 5.190 | -0,21 | 1.068 | -1,75 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 19.488 | 9,36 | 4.011 | 7,62 | ||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 45.210 | -6,75 | 9.454 | -6,85 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 352 | 0,00 | 72 | -1,37 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 16.085 | -0,07 | 3.364 | -0,18 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 1.467 | -15,83 | 302 | -17,31 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 250.665 | -0,67 | 52.419 | -0,77 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 1.426 | 298 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 462 | 97 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 21.307 | 6,88 | 4.456 | 6,76 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 22.977 | 4,86 | 4.805 | 4,73 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 2.637 | 0,11 | 543 | -6,07 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 64.925 | 2,36 | 13.577 | 2,25 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.446 | 0,12 | 503 | -1,37 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 618 | 129 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 28.626 | 0,00 | 5.891 | -1,59 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 8.750 | 1,18 | 1.830 | 1,05 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 98.456 | 8,66 | 20.262 | 6,93 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.636 | 592,62 | 2.433 | 593,16 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 5.671 | -2,24 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 5.827 | 2,55 | 1.219 | 2,44 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.849 | 0,00 | 806 | 8,64 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 21.020 | -0,03 | 4.396 | -0,14 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 41.732 | -0,06 | 8.727 | -0,17 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 1.272 | 266 | ||||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 117 | 24 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 181.857 | 2,10 | 37.426 | 0,48 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 82 | 0,00 | 17 | 0,00 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 4.861 | -2,59 | 1.017 | -2,68 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 1.169 | 0,00 | 245 | 0,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 18 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4.702 | -0,44 | 968 | -2,03 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 126 | 0,00 | 26 | 0,00 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Partners in Financial Planning | 15.915 | -0,71 | 3.328 | -0,80 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 1.033 | -27,91 | 213 | -29,10 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.315 | -7,39 | 2.329 | -8,88 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.702 | 0,00 | 774 | -0,13 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 1.500 | 1,63 | 309 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 23.048 | -2,60 | 4.743 | -4,14 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 5.814 | 0,00 | 1.216 | -0,16 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23.536 | 0,06 | 4.922 | -0,06 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 233.545 | 0,69 | 48.890 | 9,38 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 4.326 | 12,36 | 890 | 10,56 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 7.381 | -2,10 | 1.519 | -3,62 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.864 | 57,10 | 599 | 56,81 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 220.424 | -6,84 | 45.363 | -8,32 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 7.024 | 5,01 | 1.469 | 4,86 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 26.657 | -1,14 | 5.486 | -2,70 | ||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 3.396 | 3,82 | 710 | 3,80 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 79.547 | 4,75 | 16.635 | 4,64 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1.043 | -0,86 | 215 | -2,73 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.522 | -2,78 | 519 | -4,43 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 1.948 | -0,51 | 407 | 1,24 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 3.291 | -9,11 | 688 | -9,11 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 140.926 | 4,83 | 29.470 | 4,72 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 1.334 | 0,00 | 275 | -2,84 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.847 | -15,27 | 2.059 | -15,37 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 6 | 100,00 | 1 | |||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 8.671 | 0,00 | 1.813 | -0,11 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 431.867 | -11,56 | 90 | -11,76 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 4.696 | -15,39 | 982 | -15,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.011 | 0,27 | 620 | -1,43 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 28.623 | 1,36 | 5.891 | -0,25 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 1.648 | 0,06 | 345 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 251 | 0,00 | 52 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.917 | 1,64 | 401 | 1,52 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 9.482 | 1.951 | ||||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 7.060 | -1,23 | 1.562 | 3,93 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 9.873 | 3,03 | 2.065 | 2,89 | ||||
| 2025-11-14 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 1.900 | 0,00 | 397 | 0,00 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 1.760 | 0,06 | 370 | 9,17 | ||||
| 2026-02-10 | 13F | Eq Llc | 993 | 0,00 | 208 | 0,00 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 182.970 | 5,13 | 37.655 | 3,46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 27.508 | 3.399,75 | 5.661 | 3.351,83 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 1.026 | 0,29 | 211 | -0,94 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 1.219 | 255 | ||||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 4.297 | -7,97 | 899 | -8,09 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.480 | -12,49 | 510 | -13,85 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 2.176 | -16,21 | 448 | -17,68 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.062 | 0,00 | 219 | -1,80 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 3.919 | -2,05 | 820 | -2,15 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 1.311 | 274 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3.588 | -0,47 | 738 | -1,99 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 13.285 | 2.778 | ||||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 42.610 | -18,99 | 8.914 | -22,70 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 78.495 | 0,04 | 16.415 | -0,07 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | City State Bank | 146 | 0,00 | 30 | 0,00 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 764.572 | 4,25 | 159.887 | 4,14 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 60 | 13 | ||||||
| 2026-02-17 | 13F | Creative Planning | 496.103 | 0,73 | 103.745 | 0,62 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.745 | -6,17 | 977 | -7,66 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5.884 | 13,48 | 1.211 | 11,62 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 1.513 | 0 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 33.305 | -4,21 | 6.965 | -4,31 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 263 | 0,00 | 54 | 0,00 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 3.000 | 0,00 | 627 | -0,16 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 202.679 | -0,36 | 41.711 | -1,94 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 4.931 | 0,00 | 1.031 | -0,10 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 693 | 145 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 147 | 0,00 | 31 | 0,00 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 139 | 0,00 | 29 | 0,00 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 215 | 235,94 | 45 | 238,46 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.091 | 1,77 | 225 | 0,00 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 351.937 | -1,71 | 72.429 | -3,27 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 2.388 | -7,94 | 0 | |||||
| 2026-04-03 | 13F | Coastline Trust Co | 12.651 | 0,00 | 2.604 | -1,59 | ||||
| 2026-02-17 | 13F | Nepc Llc | 626.535 | 68,42 | 131.021 | 68,24 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Retirement Planning Co of New England, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 4.110 | 0,74 | 859 | 0,59 | ||||
| 2025-11-14 | 13F | NFP Retirement, Inc. | 2.981 | 0,00 | 574 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.288 | -3,87 | 471 | -5,43 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 353 | 0,00 | 74 | 0,00 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 1.408 | 0,00 | 294 | 0,00 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 74 | 0,00 | 15 | 0,00 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 3.008 | -3,71 | 629 | -3,82 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 9.985 | 16,32 | 2.088 | 16,26 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 1.853 | -5,02 | 381 | -6,62 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.430 | 0,00 | 706 | -1,67 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 24.007 | 13,36 | 5.020 | 13,24 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.075 | 23,42 | 225 | 23,08 | ||||
| 2026-04-23 | 13F | American National Bank | 276 | 0,00 | 57 | -1,75 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7.500 | 0,00 | 1.544 | -1,59 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 1.755 | 0,00 | 367 | 0,00 | ||||
| 2026-02-23 | 13F | GuidedMoney, LLC | 5.898 | 1.233 | ||||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 166 | 34 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 7.493 | 2,94 | 1.542 | 1,31 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 341.882 | -14,60 | 71.494 | -14,69 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 2.226 | -16,28 | 466 | -16,37 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3.418 | 0,32 | 703 | -1,26 | ||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 194 | 0,00 | 41 | 0,00 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 3.924 | 0,18 | 808 | -1,47 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 300 | 0,00 | 63 | 0,00 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 12.728 | 2.662 | ||||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 18.274 | 0,00 | 3.761 | -1,60 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 1.775 | 0,00 | 365 | -1,62 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 14.670 | 0,92 | 3.068 | 0,82 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 12.342 | 3,87 | 2.581 | 3,74 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 16.014 | 0,00 | 3.349 | -0,12 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 1.616 | 16,85 | 338 | 16,96 | ||||
| 2026-02-17 | 13F | Signal Tree Financial Partners Llc | 13.852 | 0,71 | 2.897 | 0,28 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 3.335 | -5,28 | 686 | -6,79 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3.768 | 0,00 | 775 | -1,52 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 10.036 | -55,37 | 2.065 | -56,08 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 5.198 | 25,53 | 905 | 4,50 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 1.069 | 2,39 | 224 | 2,29 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 58.370 | 3,36 | 12.206 | 3,26 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 779.630 | 32,94 | 163.036 | 32,80 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 95 | -95,33 | 0 | |||||
| 2025-11-12 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 3.174 | -2,01 | 664 | -2,21 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 15.081 | 4,37 | 3.154 | 4,23 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 674 | 0,00 | 139 | -1,43 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 270 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 150 | 0,00 | 31 | -3,23 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.675 | 43,65 | 345 | 41,56 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 2.350 | 100,00 | 491 | 99,59 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 45 | 0,00 | 9 | 0,00 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 52.996 | 3,25 | 11.082 | 3,14 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 3.936.464 | 8,06 | 823.194 | 7,95 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1.461 | 10,02 | 301 | 8,30 | ||||
| 2026-04-08 | 13F | KWB Wealth | 9.057 | 0,00 | 1.894 | 0,00 | ||||
| 2026-02-13 | 13F | SJA Financial Advisory, LLC | 1.193 | 0,00 | 250 | 0,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.326 | -1,23 | 479 | -2,85 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 18.624 | -43,49 | 3.833 | -44,40 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 1.344 | 27,03 | 281 | 27,15 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 2.308 | 0,00 | 483 | -0,21 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 9.963 | -12,84 | 2.083 | -12,92 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 272.131 | -30,85 | 56.908 | -30,92 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 4.201 | 74,82 | 879 | 74,55 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 32.206 | 6,91 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 8.402 | 1.729 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.428 | 0,04 | 500 | -1,58 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 332 | 0,00 | 68 | -1,45 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 90.023 | 218,58 | 18.826 | 218,26 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 7.622 | 1.594 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.213.006 | 24,64 | 253.421 | 24,39 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 184 | 0,00 | 38 | 0,00 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 12.208 | -3,94 | 2.512 | -5,46 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 10.910 | 0,00 | 2.281 | -0,09 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 273.217 | 17,12 | 57.135 | 17,07 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 8.663 | -10,81 | 1.783 | -12,26 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 583.386 | 12,76 | 120.061 | 10,97 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 1.760 | 0,00 | 362 | -1,63 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32.654 | 2,73 | 6.829 | 2,63 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 35.701 | 13,34 | 7.347 | 11,54 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.707 | -3,12 | 1.586 | -4,63 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 301 | 0,00 | 62 | -1,61 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 1.612 | 1,77 | 329 | -0,60 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 6.814 | 1.425 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 1.015 | 212 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.623 | 8,93 | 951 | 7,22 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 1.021 | 0,29 | 210 | -0,94 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 23.749 | -0,87 | 4.968 | -0,82 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 5.802 | -3,64 | 1.225 | -2,78 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.742 | -5,19 | 1.593 | -6,68 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 8 | 2 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 4.940 | -17,65 | 1.033 | -17,69 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 1.370 | 286 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6.150 | 0,00 | 1.386 | 7,70 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 9.185 | 1.921 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8.237 | 0,62 | 1.695 | -0,94 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 15.580 | -0,29 | 3.258 | -0,37 | ||||
| 2026-02-03 | 13F | Connable Office Inc | 19.180 | 5,14 | 4.011 | 5,03 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 2.123 | 0,00 | 444 | -0,23 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 38.803 | -1,96 | 8.114 | -2,06 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 13.407 | 3,49 | 2.804 | 3,36 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 198 | 0,51 | 41 | 7,89 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 7.857 | 25,53 | 1.617 | 23,55 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2.653 | 2,43 | 568 | 0,18 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 114 | 850,00 | 24 | 1.050,00 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2.301 | 59,35 | 474 | 57,14 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 3.535 | 739 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 6.435 | 3,46 | 1.454 | 11,77 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 14.101 | -4,73 | 2.949 | -4,84 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.386 | -0,67 | 491 | -2,39 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 48.774 | 3,68 | 10.200 | 3,57 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 234.211 | -21,65 | 49 | -22,58 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 105 | 0,96 | 24 | 4,55 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 19.828 | 4,28 | 4.146 | 4,17 | ||||
| 2025-11-04 | 13F | Forthright Family Wealth Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 995 | 205 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 4.078 | -0,71 | 839 | -2,21 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 4.008 | 838 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 149.857 | 0,02 | 31.371 | 0,02 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 29.311 | -4,13 | 6.129 | -4,23 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 1.397 | 0,00 | 292 | 0,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 1.429 | 299 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.282 | 4,57 | 264 | 2,73 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 68 | 0,00 | 14 | 0,00 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 1.029 | 7,52 | 215 | 7,50 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 2.169 | -10,67 | 458 | -10,02 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 2.076 | -10,48 | 427 | -11,96 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 27.935 | -6,26 | 5.842 | -6,36 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 49 | 0,00 | 11 | |||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 2.765 | 24,66 | 569 | 22,68 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.135 | 1,16 | 237 | 1,28 | ||||
| 2026-02-13 | 13F | Orleans Capital Management Corp/la | 1.600 | 335 | ||||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 30.344 | -12,12 | 6.520 | -9,70 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 2.020 | -4,81 | 422 | -4,95 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 3.045 | 3,08 | 637 | 2,91 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 36.767 | 0,07 | 7.645 | -0,51 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 1.687 | 0,00 | 347 | -1,42 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 811.830 | 13,95 | 169.770 | 13,84 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 1.487 | 0,00 | 306 | -1,61 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.125 | 3,20 | 1.261 | 1,53 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 236.881 | 1,84 | 49.538 | 1,73 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 12.962 | -0,80 | 2.711 | -0,91 | ||||
| 2026-04-15 | 13F | City Holding Co | 193 | 0,00 | 40 | -2,50 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 1.997 | -21,47 | 411 | -22,79 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 989 | 0,00 | 204 | -1,46 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 1.625 | 0,06 | 340 | 0,00 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9.548 | 89,11 | 1.996 | 88,84 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 1.000 | 0,00 | 209 | 0,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 506.078 | 0,59 | 104.151 | -1,01 | ||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18.210 | 142,48 | 3.808 | 142,24 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 60.744 | -0,77 | 12.703 | -0,87 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4.451 | 0,00 | 931 | -3,82 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.448 | 0,00 | 710 | -1,66 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 920.011 | 4,57 | 192.341 | 4,43 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.098 | 432 | ||||||
| 2026-02-03 | 13F | Garner Asset Management Corp | 37 | 8 | ||||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1.736 | 0,12 | 0 | |||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 4.589 | 960 | ||||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 1.492 | 0,00 | 307 | -1,60 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 150 | 0,00 | 31 | 0,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.084 | 223 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 17.005 | -1,98 | 3.556 | -2,07 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 23.598 | -1,07 | 4.935 | -1,18 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 18 | 0,00 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 222 | 0,00 | 46 | -2,17 | ||||
| 2026-02-13 | 13F | Marshall Wace, Llp | 11.244 | 2.351 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 4.977 | 13,27 | 1.041 | 13,17 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 1.061 | 0,00 | 218 | -1,36 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 3.086 | 0,00 | 645 | -0,15 | ||||
| 2026-02-12 | 13F | Earnest Partners Llc | 96.458 | 89,69 | 20.171 | 89,49 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.508 | 315 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3.459 | 712 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 29.005 | -8,80 | 5.969 | -10,24 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 4.265 | 0,66 | 878 | -1,02 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 4.728 | -3,51 | 973 | -4,98 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 1.440 | 296 | ||||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 6.701 | 0,31 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 1.629 | 0,00 | 341 | -0,29 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 3.584 | 749 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 40.118 | 2,89 | 8.389 | 2,78 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 9.666 | -1,78 | 2.021 | -1,89 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 1.000 | 0,00 | 209 | 0,00 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 1.850 | 0,00 | 381 | -1,55 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 26.802 | -0,19 | 5.516 | -1,78 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 38.474 | -2,14 | 8.059 | -2,08 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 93.344 | 3,48 | 19.206 | 1,81 | ||||
| 2026-02-06 | 13F | Cvfg Llc | 4.206 | -0,14 | 880 | -0,23 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 173 | 36 | ||||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 15.514 | 0,36 | 3.197 | -1,11 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 7.212 | 1.508 | ||||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 117.636 | 4,42 | 24.209 | 1,77 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 1.962 | 0,00 | 410 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.883.916 | 8,94 | 393.965 | 8,82 | ||||
| 2026-02-17 | 13F | Basso Capital Management, L.p. | 1.198 | 0,00 | 251 | 0,00 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.589 | 24,14 | 327 | 22,47 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 365 | 0,00 | 75 | -1,32 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4.134 | 906 | ||||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 60 | 1,69 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 4.906 | 32,27 | 1.010 | 30,19 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 500 | 0,00 | 103 | -1,92 | ||||
| 2026-02-06 | 13F | AF Advisors, Inc. | 1.000 | 0,00 | 209 | 0,00 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 16.425 | -0,23 | 3.380 | -1,80 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 144.050 | -0,09 | 29.645 | -1,67 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 137.811 | 1,52 | 28.819 | 1,41 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 37.310 | -1,26 | 7.678 | -2,83 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.002 | -1,76 | 206 | -3,29 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.729 | 0,17 | 360 | -1,64 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 2.954 | 68,42 | 608 | 65,85 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2.410 | 0,00 | 496 | -1,59 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 1.606 | -4,35 | 336 | -4,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 229.859 | 2,55 | 48.086 | 2,49 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 134.920 | 2,17 | 27.767 | 0,55 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.975 | -16,35 | 413 | -16,40 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 1.755 | 0,11 | 382 | 4,09 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.476 | 0,00 | 304 | -1,62 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 114.294 | 3,71 | 23.902 | 3,60 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.664 | 61,27 | 766 | 61,26 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 6.189 | 1,18 | 1.294 | 1,09 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 345 | 72 | ||||||
| 2026-01-08 | 13F | Goodman Financial Corp | 1.141 | 0,00 | 239 | 0,00 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 1.062 | 0,00 | 219 | -1,80 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 3.359 | 0,00 | 691 | -1,57 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 140 | 29 | ||||||
| 2026-01-30 | 13F | Aries Wealth Management | 4.369 | 0,00 | 914 | -0,11 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 2.669 | -0,11 | 559 | 8,56 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 1.730 | -40,61 | 362 | -40,72 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 9.872 | -0,31 | 2.032 | -1,88 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.000 | 11,11 | 206 | 9,04 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | London & Capital Asset Management Ltd | 1.959 | 410 | ||||||
| 2026-02-13 | 13F | Boston Family Office Llc | 66.251 | 3,54 | 14 | 0,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 39.790 | 20,65 | 8.321 | 20,51 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 1.668 | 0,00 | 343 | -1,44 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 13.852 | -87,91 | 2.851 | -88,10 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1.456 | 1,39 | 300 | -0,33 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 6.349 | 1.307 | ||||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 12.347 | -0,27 | 2.582 | -0,35 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 221.084 | 2,87 | 46.233 | 2,76 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.266 | 5,94 | 261 | 4,42 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.881 | -2,44 | 593 | -4,05 | ||||
| 2026-02-13 | 13F | Twin City Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 6.021 | 1,72 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 195 | 3,72 | 40 | -2,44 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 117.770 | 52,19 | 24.628 | 52,04 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 550 | 115 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 27 | 0,00 | 6 | 0,00 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 139 | 65,48 | 29 | 70,59 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 608.152 | 0,37 | 127.177 | 0,27 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.605 | 0,00 | 742 | -1,59 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7.550 | 0,00 | 1.554 | -1,58 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 6.586 | -1,24 | 1.378 | -5,10 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.097 | 0,00 | 226 | -1,75 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 142 | 0,00 | 30 | 0,00 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 12.826 | 0,00 | 2.640 | -1,60 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 1.365 | 0,00 | 281 | -1,75 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1.601 | -0,06 | 330 | -1,79 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 1.153 | 2,31 | 241 | 2,55 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 546 | 0,00 | 112 | -1,75 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 41.661 | -15,45 | 8.574 | -16,79 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 20.292 | 0,18 | 4.244 | 0,07 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 18.995 | 32,58 | 3.972 | 32,44 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.030 | 0,00 | 212 | -5,38 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 4 | 0,00 | 1 | |||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 3.749 | -0,58 | 784 | -0,76 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.608 | -10,04 | 545 | -10,07 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 55.461 | -3,23 | 11.598 | -3,33 | ||||
| 2026-02-17 | 13F | Wallace Hart LLC | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 16.391 | -1,21 | 3.428 | -1,32 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 2.115 | 442 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 245 | 0,00 | 50 | -1,96 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 231 | 0,00 | 48 | 0,00 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 2.271 | 0,00 | 475 | -0,21 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.909 | 393 | ||||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 572 | 17,45 | 120 | 17,82 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.028 | 0,00 | 633 | 0,00 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 6.591 | -35,67 | 1.356 | -36,69 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 3.395.096 | -0,43 | 709.982 | -0,53 | ||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 348.871 | -0,55 | 72.956 | -0,66 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.393.717 | 7,96 | 291.454 | 7,84 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 42.935 | -1,09 | 8.836 | -2,66 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.035.998 | 5,12 | 634.888 | 5,01 | ||||
| 2025-11-03 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-02-17 | 13F | Opal Capital Llc | 3.764 | 826 | ||||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 192 | 40 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 60.454 | -1,92 | 12.441 | -3,48 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 25.889 | 361,32 | 5.414 | 361,07 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 111.596 | 9,74 | 23.337 | 9,62 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 30.732 | -3,22 | 6.427 | -3,32 | ||||
| 2026-02-12 | 13F | Betterment LLC | 13.031 | 1,94 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 462 | 0,00 | 95 | -1,04 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 250 | 0,00 | 51 | -1,92 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.790 | 1.004,94 | 391 | 1.595,65 | ||||
| 2025-11-14 | 13F | Aspen Grove Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Private Management Group Inc | 3.062 | 0,00 | 640 | 0,00 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.639 | 0,00 | 343 | -0,29 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 30.891 | -0,10 | 6.460 | -0,22 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 1.105 | 2,41 | 231 | 2,67 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 1.131 | 0,00 | 237 | 0,00 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 10.031 | -0,05 | 2.098 | -0,14 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 2.055 | -3,29 | 423 | -4,95 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 4.671 | -6,52 | 1 | -100,00 | ||||
| 2026-02-14 | 13F | Bank of Marin | 4.375 | -1,49 | 915 | -1,61 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 91.725 | 0,22 | 18.877 | -1,36 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 2.625 | 0,00 | 549 | -0,18 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 28.242 | -0,99 | 5.906 | -1,09 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 494 | 103 | ||||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 15.494 | 9,89 | 3.240 | 9,79 | ||||
| 2026-02-09 | 13F | Penn Capital Management Co Inc | 15.384 | 222,92 | 3.225 | 221,54 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 943 | 0,00 | 197 | 0,00 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 297 | 0,00 | 62 | 0,00 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 5.059 | 1.041 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 6.263 | 0,00 | 1.310 | -0,15 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 20.873 | 17,55 | 4.365 | 17,41 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 3.678 | 0,00 | 770 | -1,16 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1.993 | 0,00 | 410 | -1,44 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 21 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 34.416 | 3,10 | 7.083 | 1,46 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 1.931 | 2,39 | 397 | 0,76 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 12.161 | 2.543 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 6.216 | -8,41 | 1.237 | -12,90 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 11.012 | -0,87 | 2.303 | -0,99 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3.270 | -1,45 | 684 | -1,59 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 46.202 | 8,15 | 9.887 | 10,68 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 316 | 66 | ||||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 1.453 | 0,00 | 304 | -0,33 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 52.398 | 2,35 | 10.958 | 1,14 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.073 | 838 | ||||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 15.590 | 40,48 | 3.260 | 40,34 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 20.768 | -3,12 | 4.274 | -4,66 | ||||
| 2026-01-26 | 13F | Fee-Only Financial Planning, L.C. | 11.194 | 0,00 | 2.341 | -0,13 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 15.755 | 0,00 | 3.242 | -1,58 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 20.150 | -14,23 | 4.214 | -14,34 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 7.401 | 6,75 | 1.548 | 6,62 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 21.432 | -1,05 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 32.969 | 121,43 | 7.081 | 119,43 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.927 | -1,75 | 1.631 | -3,32 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 8.883 | 1.858 | ||||||
| 2026-02-13 | 13F | LM Advisors LLC | 500 | -79,07 | 2 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 2.270 | 0,00 | 475 | -0,21 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 8.772 | -9,11 | 1.834 | -9,21 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 6.647 | 0,18 | 1.390 | 0,07 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 1.295 | 0,00 | 271 | -0,37 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 0 | -100,00 | 0 |
