Grundlæggende statistik
| Institutionelle ejere | 1997 total, 1992 long only, 0 short only, 5 long/short - change of 5,48% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7312 % - change of 2,97% MRQ |
| Institutionelle aktier (lange) | 175.686.399 (ex 13D/G) - change of 1,21MM shares 0,69% MRQ |
| Institutionel værdi (lang) | $ 24.054.092 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) har 1997 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 175,686,399 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Ameriprise Financial Inc, Creative Planning, Envestnet Asset Management Inc, and Wellspring Financial Advisors, LLC .
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (ARCA:VYM) 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 154,29 / share. Previously, on April 29, 2025, the share price was 124,31 / share. This represents an increase of 24,12% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 38.590 | 3,85 | 5.715 | 7,16 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 7.366 | 20,24 | 1.057 | 22,48 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 1.867 | 0,00 | 268 | 1,52 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 2.888 | 0,00 | 414 | 1,72 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 7.520 | 0,00 | 1.079 | 1,79 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.862 | 0,21 | 424 | 3,42 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 14.374 | 5,13 | 2.063 | 7,01 | ||||
| 2026-01-23 | 13F | Avion Wealth | 171.822 | 1,78 | 25 | 4,35 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 33.025 | 0,50 | 4.740 | 2,33 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 12.434 | 24,81 | 1.784 | 27,07 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 33.260 | 4.773 | ||||||
| 2026-04-21 | 13F | Tenon Financial LLC | 2.551 | 0,00 | 378 | 3,01 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 120.392 | -1,10 | 17 | 0,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 132.086 | -52,73 | 18.957 | -51,87 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 409 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 435 | 62 | ||||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 5.442 | 781 | ||||||
| 2026-02-09 | 13F | Syverson Strege & Co | 3.114 | -3,83 | 447 | -2,19 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 10.574 | 4,52 | 1.518 | 6,38 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 9.376 | 1,88 | 1.389 | 5,15 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 79.988 | 1,29 | 11.846 | 4,53 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 59.390 | 8,98 | 8.796 | 12,45 | ||||
| 2026-01-28 | 13F | West Michigan Advisors, Llc | 2.015 | -0,64 | 289 | 1,40 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 87.514 | 0,09 | 12.560 | 1,91 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 8.709 | -20,00 | 1.290 | -17,48 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 28.088 | -7,90 | 4.160 | -4,96 | ||||
| 2026-04-06 | 13F | CX Institutional | 32.802 | -0,59 | 5 | 0,00 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.782 | -4,86 | 264 | -1,87 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 532 | 0,00 | 79 | 2,63 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 6.810 | 977 | ||||||
| 2026-02-12 | 13F | SWAN Capital LLC | 86.600 | 17,64 | 12.429 | 19,79 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 2.193 | 24,46 | 325 | 28,57 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 9.992 | -0,17 | 1.480 | 2,99 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 230.157 | 0,47 | 33.032 | 2,30 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 3.213 | 13,05 | 461 | 15,25 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 5.104 | 733 | ||||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 6.506 | 21,81 | 934 | 24,07 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.808 | 7,55 | 403 | 9,51 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 39.439 | -3,03 | 5.660 | -1,26 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 9.366 | 1.344 | ||||||
| 2025-11-12 | 13F | Ameliora Wealth Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 45.812 | 12,95 | 6.575 | 16,46 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 61.497 | 154,19 | 8.826 | 158,83 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Seek First Inc. | 11.633 | -4,68 | 1.723 | -1,66 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 67.045 | 1,70 | 9.929 | 4,95 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 118.948 | -0,60 | 17.071 | 1,22 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 323.090 | 5,93 | 46.370 | 7,86 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 1.700 | 6,25 | 244 | 8,00 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 2.319 | 0,17 | 333 | 1,84 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 21.241 | 3.049 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 340.681 | -2,88 | 48.895 | -1,11 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 44.037 | -3,16 | 6.320 | -1,39 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 15.333 | 0,83 | 2.201 | 2,66 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 15.977 | -1,55 | 2.366 | 1,59 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 21.921 | 15,60 | 3.146 | 17,74 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 147 | 0,00 | 21 | 5,00 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 3.256 | 0,00 | 482 | 3,21 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 3.126 | -2,04 | 463 | 1,09 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 339 | 9,35 | 49 | 11,63 | ||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 53.973 | 7.746 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 15.137 | -51,58 | 2.172 | -45,54 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 5.430 | 0,00 | 804 | 3,21 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 4.408 | 633 | ||||||
| 2026-01-15 | 13F | Rebalance, Llc | 191.581 | -5,28 | 27.496 | -3,55 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.846 | -7,14 | 265 | -5,71 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.476 | 0,00 | 219 | 3,32 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.436 | 46,98 | 213 | 51,43 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 1.990 | -2,12 | 286 | 0,00 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 15.051 | 7.136,06 | 2.160 | 7.348,28 | ||||
| 2026-04-21 | 13F | Maseco Llp | 28.634 | -2,90 | 4.240 | 0,19 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.330 | 16,15 | 493 | 19,95 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 9.729 | -5,57 | 1.396 | -3,86 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 4.391 | 0,05 | 630 | 1,94 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 229 | 0,00 | 34 | 3,13 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 3.379 | 0,66 | 485 | 2,33 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.564 | 224 | ||||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 432 | 0,00 | 62 | 3,33 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 11.707 | 43,64 | 1.680 | 46,34 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 3.529 | 0,00 | 506 | 1,81 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 93.945 | 10,30 | 13.483 | 12,31 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.328 | 1.069,85 | 345 | 1.128,57 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1.713 | 4,64 | 254 | 7,66 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.462 | 0,00 | 353 | 1,73 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 7.156 | 0,00 | 1.027 | 1,88 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 133.100 | -2,91 | 19.405 | 0,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 9.858 | -5,06 | 1.415 | -3,35 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 371.228 | 0,55 | 53.279 | 2,38 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 14.324 | 4,28 | 2.056 | 6,15 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 33.801 | -3,02 | 5.006 | 0,06 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 75.367 | -0,61 | 10.817 | 1,21 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 30.261 | 1,11 | 4.482 | 4,33 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 11.203 | -2,08 | 1.608 | -0,31 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 45.221 | -1,65 | 6.697 | 1,50 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 6.384 | 30,18 | 945 | 34,42 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 6.458 | 0,00 | 927 | 1,76 | ||||
| 2026-04-08 | 13F | Exchange Bank | 3.085 | 10,69 | 457 | 14,29 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 390.509 | -1,19 | 56 | 1,82 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 62.358 | 4,97 | 9.235 | 8,32 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 29.489 | 0,32 | 4.367 | 3,53 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 1.534 | 227 | ||||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 20.005 | -7,79 | 2.871 | -6,08 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 21.641 | -0,92 | 3.205 | 2,27 | ||||
| 2026-02-09 | 13F | North Star Asset Management Inc | 11.100 | -3,69 | 1.593 | -1,91 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 17.002 | -0,29 | 2.518 | 2,90 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 8.414 | 0,11 | 1.246 | 3,32 | ||||
| 2026-02-06 | 13F | KDT Advisors, LLC | 27.539 | 0,00 | 3.952 | 1,83 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 30.479 | 0,17 | 4.374 | 2,01 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 4.860 | 0,02 | 720 | 3,16 | ||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.403 | 208 | ||||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 2.234 | 389,91 | 321 | 400,00 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 2.270 | 326 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 16.807 | 1,54 | 2.489 | 4,80 | ||||
| 2026-02-10 | 13F | Options Solutions, Llc | 9.005 | -24,15 | 1.292 | -22,77 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 2.386 | 0,08 | 353 | 3,22 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 79.740 | -5,71 | 11.809 | -2,70 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 7.847 | 1,49 | 1.162 | 4,78 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 197 | 0,51 | 0 | |||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 64.626 | -0,47 | 9.571 | 2,72 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 2.215 | 0,27 | 328 | 3,47 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 1.674 | 248 | ||||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 80.639 | -2,53 | 11.573 | -0,75 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.311 | -15,53 | 194 | -13,39 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 2.134 | 3,09 | 306 | 5,15 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.124 | 3,01 | 315 | 6,08 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 80.685 | -2,31 | 11.580 | -0,52 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 19.352 | 3,47 | 2.866 | 6,78 | ||||
| 2026-02-09 | 13F | Ghe, Llc | 2.285 | 328 | ||||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2.873 | 0,45 | 426 | 3,66 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 117.571 | 18,04 | 16.874 | 27,08 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 289.191 | 231,69 | 41.505 | 237,73 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 15.444 | 53,37 | 2.220 | 56,27 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 22.743 | -2,77 | 3.264 | -1,03 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 5.529 | -2,09 | 794 | -0,25 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3.160 | 0,67 | 468 | 4,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.456 | -2,54 | 1 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 4.876 | -4,82 | 750 | -1,32 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 61.000 | 16,61 | 8.755 | 18,75 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3.763 | 0,00 | 557 | 3,15 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 104.591 | -7,86 | 15.490 | -4,92 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 170 | 0,00 | 25 | 4,17 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 8.366 | 1.239 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 55.238 | 0,07 | 8.181 | 3,26 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 70.073 | 935,36 | 10.057 | 954,09 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 5.363.002 | 1,71 | 769.698 | 3,57 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 4.181 | 49,80 | 619 | 54,75 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.347 | 19,32 | 644 | 23,18 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1.680 | -27,84 | 249 | -25,75 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.513 | 2,70 | 372 | 5,98 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.525 | -3,66 | 219 | -2,24 | ||||
| 2026-02-03 | 13F | Rezny Wealth Management, Inc. | 2.330 | 0,00 | 334 | 1,83 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 569.968 | 2,54 | 81.802 | 4,42 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 4.307 | -8,94 | 638 | -6,05 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 1.495 | 215 | ||||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4.124 | 0,56 | 611 | -4,24 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 11.636 | 0,07 | 1.670 | 1,95 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.364 | -2,76 | 350 | 0,57 | ||||
| 2026-02-10 | 13F | Phillips Wealth Planners LLC | 2.112 | -0,80 | 313 | 4,33 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.491.630 | 0,18 | 357.599 | 2,01 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 4.158 | 0,00 | 597 | 1,71 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 13.093 | -2,51 | 1.879 | -0,69 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 14.427 | 10,17 | 2.238 | 15,25 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.935 | 0,00 | 435 | 3,09 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 5.469 | 1,03 | 785 | 2,75 | ||||
| 2025-11-05 | 13F | Flynn Zito Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 44.402 | 8,29 | 6.576 | 11,74 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 15.218 | -0,56 | 2.184 | 1,25 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 336.132 | 57,92 | 48.242 | 60,80 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 2.085 | 2,66 | 309 | 5,12 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 12.701 | -3,08 | 1.881 | 0,05 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 7.500 | 36,36 | 1.076 | 38,84 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 1.084.500 | 460,75 | 155.647 | 470,99 | |||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 178.093 | 4,37 | 26.376 | 7,70 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 417.062 | 3,86 | 59.857 | 5,75 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 23.120 | -0,43 | 3.424 | 2,76 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 5.967 | 0,00 | 856 | 1,78 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 11.955 | -6,11 | 1.716 | -4,40 | ||||
| 2026-01-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 1.793 | 0,00 | 257 | 1,98 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 1.430 | 0,00 | 205 | 1,99 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 1.836 | 264 | ||||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1.750 | 0,00 | 259 | 3,19 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 3.678 | -0,86 | 528 | 0,96 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 43.142 | 0,06 | 6.192 | 1,88 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 30.286 | -0,03 | 4.485 | 3,17 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 3.444 | 0,00 | 494 | 1,86 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 180.798 | 9,16 | 25.948 | 11,15 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 25.380 | 32,01 | 3.642 | 34,44 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 71.827 | 4,21 | 10.638 | 7,53 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.557 | -10,63 | 379 | -7,80 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 1.648 | 236 | ||||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2.278 | 19,39 | 337 | 23,44 | ||||
| 2025-12-01 | 13F | Payne Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 12.647 | -15,92 | 1.931 | -10,57 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.479 | 0,00 | 219 | 3,30 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 12.593 | -0,08 | 1.807 | 1,75 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 243.840 | 5,83 | 34.996 | 7,75 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 18.667 | -0,30 | 2.679 | 1,52 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 2.860 | 7,24 | 410 | 9,33 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 216 | 0,00 | 31 | 3,33 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 2.901 | 438 | ||||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 6.635 | -4,67 | 935 | 0,86 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 9.573 | 1,67 | 1.418 | 4,89 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.899 | 32,80 | 874 | 37,05 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 210.147 | -1,92 | 31.123 | 1,21 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 7.148 | -26,95 | 1.026 | -25,67 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | First Hawaiian Bank | 155.078 | -7,05 | 22.967 | -4,08 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 218.597 | 29,42 | 31.373 | 31,79 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 7.925 | 176,52 | 1.137 | 182,13 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.834 | -86,06 | 272 | -85,64 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3.144 | 4,56 | 486 | 4,97 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 2.982 | -11,62 | 0 | |||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 62.297 | 12,21 | 9.226 | 15,80 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 276 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 424 | 1,68 | 63 | 5,08 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 2.695 | 55,24 | 399 | 60,24 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 49.215 | -3,46 | 7.289 | -0,38 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1.436 | 0,00 | 213 | 2,91 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 9.734 | 38,60 | 1.442 | 43,10 | ||||
| 2026-01-15 | 13F | Nisa Investment Advisors, Llc | 76.316 | 10.953 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 17.816 | -1,00 | 2.639 | 2,17 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 33.014 | 58,07 | 4.738 | 60,99 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 17.542 | 0,01 | 2.678 | 6,40 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 141.403 | 53,92 | 20.294 | 56,73 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 2.435 | 0,00 | 361 | 3,15 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 14.616 | 12,16 | 2.098 | 14,22 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2.134 | -6,93 | 316 | -3,95 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 7.974 | 12,75 | 1.144 | 14,86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 131.649 | -4,47 | 19.497 | -1,43 | ||||
| 2026-03-17 | 13F | Stance Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 566 | -87,21 | 81 | -79,07 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 3.893 | 559 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 4.110 | 0,00 | 609 | 3,23 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 99.928 | 23,68 | 14.342 | 25,93 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 268.922 | 0,42 | 39.827 | 3,62 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 12.113 | -2,52 | 1.739 | -0,74 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 1.716 | 0,00 | 254 | 3,25 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 2.468 | 0,08 | 354 | 2,02 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.220 | 0,00 | 329 | 3,14 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 28.647 | -1,81 | 4.243 | 1,34 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 1.700 | 0,00 | 244 | 1,67 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 627.878 | -1,77 | 92.989 | 1,37 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 214.490 | 5,82 | 30.783 | 7,75 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 868 | 8,23 | 125 | 9,73 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 23.184 | -1,60 | 3.327 | 0,21 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 8.541 | -4,60 | 1.265 | -1,56 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 59.500 | 0,17 | 8.539 | 1,99 | |||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 91.873 | -0,98 | 14.026 | 2,66 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 86.000 | -92,30 | 12.343 | -92,16 | |||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 5.812 | 4,57 | 834 | 6,38 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 5.950 | 13,68 | 854 | 15,74 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 21.176 | 8,21 | 3.136 | 11,68 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 342.801 | -1,09 | 49.199 | 0,71 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2.214 | 0,54 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 10.370 | 0,37 | 1.536 | 3,58 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.700 | 962 | ||||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 307.633 | 1,52 | 44.152 | 3,37 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 509 | 0,00 | 75 | 2,74 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 1.480 | -6,33 | 219 | -3,10 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.813 | 8,07 | 404 | 10,11 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 298.225 | -0,18 | 44.167 | 3,00 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 7.221 | -13,12 | 1.036 | -11,53 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 6.215 | 1,11 | 892 | 2,89 | ||||
| 2026-04-28 | 13F | Cabana Llc | 2.698 | 17,51 | 400 | 21,28 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 21.694 | 2.078,11 | 3.114 | 2.123,57 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 26.811 | 3,98 | 3.850 | 5,92 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 98.464 | -1,84 | 14 | 0,00 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 294 | 0,00 | 44 | 2,38 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 7.200 | 0,00 | 1.066 | 3,19 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 98.480 | 7,97 | 14.134 | 9,93 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 473 | 68 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 13.858 | -8,73 | 2.116 | -2,94 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 6.691 | 0,00 | 1.029 | 7,19 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 5.998 | -12,03 | 888 | -9,20 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.076 | 0,00 | 298 | 1,71 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7.171 | 7,79 | 1 | |||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 3.435 | 0,00 | 509 | 3,25 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 708.721 | 9,91 | 101.716 | 11,92 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 3.206 | -20,78 | 475 | -18,28 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 16.010 | -0,26 | 2.298 | 1,55 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 3.111 | 0,10 | 447 | 1,83 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 3.968 | 0,00 | 588 | 3,16 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 9.740 | 5,16 | 1.442 | 8,50 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.853 | -1,28 | 267 | 1,14 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 56.260 | 7,89 | 8.075 | 9,85 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 53.317 | 3,28 | 7.659 | 5,26 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 511 | -24,56 | ||||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 362 | 1,69 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 12.549 | 0,00 | 1.801 | 1,87 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 1.813 | 0,22 | 268 | 3,47 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 3.118 | 0,00 | 447 | 1,82 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 345.479 | -29,95 | 51.169 | -29,31 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 344 | -90,89 | 49 | -90,79 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125.305 | -9,63 | 18.558 | -6,74 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 99.176 | 6,82 | 14.234 | 8,77 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 21.513 | 0,00 | 3.186 | 3,21 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 1.914 | 0,00 | 275 | 1,86 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1.517 | 0,13 | 218 | 1,88 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 549.805 | 1,12 | 78.908 | 2,97 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.957 | 3,17 | 882 | 6,52 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 3.588 | -3,37 | 515 | -2,10 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 16.643 | 7,06 | 2.465 | 10,44 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.465 | 0,00 | 365 | 3,40 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 100 | 14 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 212.958 | 0,29 | 31.539 | 3,49 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.399 | 207 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 12.725 | 6,59 | 1.826 | 8,56 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 78.425 | 11.054 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.929 | 0,05 | 277 | 1,85 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 3.343 | 2,80 | 480 | 4,59 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 6.490 | -8,32 | 961 | -5,32 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 382 | 55 | ||||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 30.541 | 0,03 | 4.523 | 3,24 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 2.223 | 51,12 | 329 | 55,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 46.432 | 132,70 | 6.876 | 140,17 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 21.278 | 7,44 | 3.054 | 9,39 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 16.644 | -3,20 | 2.465 | -0,12 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 216.947 | 31.136 | ||||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 13.432 | 1.928 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 10.235 | -6,20 | 1.443 | -0,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 70.786 | 12,68 | 10.483 | 16,28 | ||||
| 2026-02-13 | 13F | Ames National Corp | 3.955 | 16,32 | 568 | 18,37 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 13.282 | 1.906 | ||||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1.575 | -0,13 | 226 | 1,80 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.681 | -3,87 | 545 | 3,02 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1.784 | 0,00 | 264 | 3,13 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 153.925 | 2,29 | 22.091 | 4,15 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 3.734 | -5,78 | 536 | -4,12 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 13.222 | -1,47 | 1.958 | 1,71 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1.804 | -3,58 | 267 | -0,37 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 10.559 | 0,79 | 1.515 | 2,64 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1.805 | -66,69 | 267 | -65,64 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 2.720 | 35,66 | 390 | 38,30 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 12.466 | 20,64 | 1.789 | 23,81 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 60.965 | -0,36 | 8.750 | 1,46 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 123.301 | 9,69 | 17.696 | 11,70 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.382 | 194,09 | 629 | 199,05 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 33.949 | -18,26 | 5.028 | -15,67 | ||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 5.166 | 7,62 | 747 | 10,36 | ||||
| 2025-11-12 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8.802 | 0,54 | 1.304 | 3,74 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.271 | 469 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32.622 | -1,30 | 4.841 | 1,83 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 221.838 | 5,31 | 31.838 | 7,23 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 18.230 | 2.570 | ||||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 1.800 | 254 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 135.661 | -0,88 | 20.091 | 2,28 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 13.466 | 0,63 | 1.933 | 2,44 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5.389 | 0,00 | 798 | 3,23 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 1.640 | -5,75 | 235 | -4,08 | ||||
| 2026-01-15 | 13F | Fulcrum Capital LLC | 10.765 | 0,00 | 1.545 | 1,78 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.042 | 8,69 | 724 | 10,72 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 14.542 | -0,62 | 2.154 | 2,52 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 16.581 | 8,44 | 2.456 | 11,90 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 42.757 | -46,77 | 6.332 | -45,07 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 229.437 | 1,04 | 32.929 | 2,88 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 51.583 | -1,65 | 7.464 | 1,28 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33.060 | -25,56 | 4.896 | -23,19 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 2.715 | -13,37 | 390 | -11,79 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 215.956 | 7,29 | 30.994 | 9,25 | ||||
| 2026-02-17 | 13F | EFG International AG | 4.053 | 582 | ||||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 10.232 | 9,29 | 1.468 | 11,30 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 723.201 | 5,13 | 103.794 | 8,56 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 2.241 | 5,51 | 332 | 8,88 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 14.876 | -1,11 | 2.203 | 2,09 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3.708 | 0,00 | 549 | 3,20 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 48.828 | -0,17 | 6.883 | 5,54 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 5.437 | 0,00 | 780 | 1,83 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 3.470 | 498 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 345.556 | -0,33 | 49.594 | 1,49 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 2.328 | 334 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 17.454 | -0,14 | 2.585 | 3,03 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 3.300 | 0,00 | 489 | 3,17 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 3.245 | 466 | ||||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 2.662 | 0,00 | 396 | 4,77 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 15.037 | 1,11 | 2.227 | 4,36 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.130 | 0,00 | 315 | 3,28 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 3.800 | 0,00 | 545 | 1,87 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 80.839 | 1,88 | 11.602 | 3,74 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 1.485 | 0,13 | 213 | 1,91 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 18.163 | 2.607 | ||||||
| 2026-01-28 | 13F | Southern Farm Bureau Life Insurance | 200.033 | 0,00 | 29 | 0,00 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 512 | 73 | ||||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 79.046 | 3,00 | 11.345 | 4,87 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 16.653 | -0,59 | 2.466 | 2,58 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 2.172 | 0,00 | 312 | 1,63 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 4.730 | 679 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 64.699 | 2,77 | 9.582 | 6,04 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 2.737 | -5,46 | 393 | -3,92 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 3.716 | 0,00 | 550 | 3,19 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.040.153 | 1,20 | 154.047 | 4,43 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 58.448 | 15,44 | 8.389 | 17,54 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 27.979 | -2,92 | 4.016 | -1,16 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 125 | -52,47 | 18 | -54,05 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17.794 | -1,13 | 2.554 | 0,67 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 2.147 | -12,97 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 194.005 | 7,62 | 27.835 | 8,21 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 9.097 | 1.306 | ||||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 16.717 | -21,73 | 2.476 | -19,22 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 1.555 | 0,00 | 230 | 3,14 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 2.150 | -1,92 | 309 | 0,00 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 2.250 | -13,46 | 333 | -10,72 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 846 | -34,32 | 125 | -32,07 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 37.559 | -2,63 | 5.563 | 0,49 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 14.194 | 0,82 | 2.037 | 2,67 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.180 | 0,00 | 600 | 1,70 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 9.885 | 0,00 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 3.510 | 19,96 | 519 | 23,87 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 995 | 140 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 19.587 | -3,99 | 2.901 | -0,92 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.574 | -3,67 | 513 | -1,92 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 60.078 | -1,32 | 8.622 | 0,49 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 1.438 | -14,05 | 206 | -12,34 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 556 | 0,00 | 80 | 1,28 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 4.652 | -0,49 | 668 | 1,37 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 26.135 | 23,22 | 3.751 | 31,39 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 61.060 | 5,80 | 8.763 | 7,73 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 5.961 | -2,61 | 883 | 0,46 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 12.482 | -6,32 | 1.791 | -4,63 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 2.331 | -0,17 | 345 | 2,99 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 364 | 0,00 | 54 | 1,92 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 15.383 | -1,44 | 2.290 | 5,05 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 38.342 | 1,63 | 5.503 | 3,48 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 40.715 | 23,70 | 5.843 | 25,95 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 9.559 | 11,70 | 1.416 | 15,23 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6.878 | 6,19 | 1.019 | 9,58 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 85.895 | 0,25 | 12.721 | 3,46 | ||||
| 2026-02-10 | 13F | Ade, Llc | 4.548 | -0,57 | 653 | 1,24 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 75.742 | 4,63 | 11.217 | 7,97 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 10.711 | 0,52 | 1.586 | 3,73 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 1.649 | 0,49 | 237 | 2,16 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 9.434 | -0,90 | 1.397 | 2,27 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 18.960 | 0,47 | 2.808 | 3,69 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 7.778 | 0,00 | 1.116 | 1,82 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 1.892 | 0,00 | 293 | 8,12 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 1.938 | -61,03 | 273 | -59,01 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 41.277 | 0,00 | 5.924 | 1,84 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 21.855 | 0,00 | 3.237 | 3,19 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 9.092 | 0,09 | 1.305 | 1,88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 329 | 0,00 | 49 | 2,13 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.886 | -65,71 | 1.419 | -65,10 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 21.661 | -1,25 | 3.109 | 0,55 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7.486 | 5,96 | 1.109 | 9,38 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2.185 | 0,00 | 324 | 3,19 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 2.755 | -57,86 | 395 | -57,11 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 32.016 | 0,72 | 4.742 | 3,92 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 486 | -19,93 | 72 | -18,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 11.242 | 3,68 | 1.665 | 6,94 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 65.388 | 58,22 | 9.384 | 61,13 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 942.329 | 0,77 | 139.559 | 3,98 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 17.017 | -10,12 | 2.520 | -7,25 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3.840 | 14,73 | 571 | 13,77 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 58.813 | 4,86 | 8.710 | 8,21 | ||||
| 2026-01-21 | 13F | Summa Corp. | 4.000 | 0,00 | 574 | 1,95 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 174 | 75,76 | 27 | 85,71 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 4.866 | -0,65 | 721 | 2,56 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.701 | 0,00 | 400 | 3,36 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 237 | 0,00 | 34 | 0,00 | ||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 2.600 | 0,00 | 373 | 1,91 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 1.880 | 0,00 | 278 | 3,35 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 1.800 | 0,00 | 258 | 1,98 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 70.844 | 1,46 | 10.168 | 3,31 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 2.400 | 26,32 | 344 | 28,84 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 2.828 | -3,74 | 406 | -2,17 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 16.225 | 40,32 | 2.328 | 42,91 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 10.371 | 5,95 | 1.536 | 9,33 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 4.371 | -5,02 | 627 | -3,24 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 15.942 | 0,00 | 2.361 | 3,24 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 30.606 | 4.393 | ||||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 1.478 | 0,68 | 212 | 2,91 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 3.601 | 25,51 | 517 | 27,72 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 11.554 | 9,37 | 1.711 | 12,86 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 1.402 | -7,52 | 208 | -4,61 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 1.686 | 0,00 | 250 | 3,32 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2.436 | 0,12 | 361 | 3,15 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Associated Banc-corp | 72.355 | -8,37 | 10.384 | -6,69 | ||||
| 2026-02-10 | 13F | Brentview Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 3.654 | 2,07 | 524 | 3,97 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 2.270 | 0,00 | 326 | 1,88 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 104.213 | -29,35 | 15.434 | -27,10 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 4.179 | 0,00 | 587 | 5,39 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 777 | 0,00 | 111 | 1,83 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 11.364 | 35,30 | 1.683 | 39,67 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3.036 | -96,65 | 450 | -96,55 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 1.750 | 0,00 | 251 | 2,03 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 4.306 | -6,02 | 618 | -4,34 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 5.724 | -3,29 | 848 | -0,24 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 72.144 | -2,99 | 10.354 | -1,21 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 38.431 | -0,19 | 5.516 | 1,62 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 2.668 | 0,00 | 383 | 1,60 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 3.813 | 0,00 | 565 | 3,11 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 8.884 | -2,73 | 1.284 | -0,23 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 60.660 | -0,24 | 8.984 | 2,93 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 17.389 | -4,01 | 2.496 | -2,27 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 20 | 3 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 2.132 | 1,33 | 306 | 3,04 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 111.875 | 2,94 | 16.056 | 4,81 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 17.537 | 151,64 | 2.517 | 156,21 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 3.250 | -2,99 | 481 | 0,21 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 1.675 | -1,30 | 248 | -5,70 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 5.275 | -1,40 | 1 | |||||
| 2025-11-13 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.570 | 0,00 | 221 | 5,74 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 2.033 | -9,96 | 301 | -9,34 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 2.264 | 0,76 | 325 | 2,53 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 882 | 0,00 | 131 | 3,17 | ||||
| 2026-04-24 | 13F | Bayban | 4.863 | -7,86 | 720 | -4,89 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 53.540 | -0,14 | 7.684 | 1,68 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 14.913 | -43,81 | 1.617 | -54,30 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 26 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.375 | 0,07 | 648 | 3,19 | ||||
| 2026-01-29 | 13F | Concord Asset Management, LLC/VA | 6.907 | 3,43 | 991 | 5,31 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.220 | 5,97 | 319 | 7,80 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 5.623 | -3,55 | 833 | -0,48 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 6.928 | 0,00 | 994 | 1,84 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1.916 | 0,00 | 284 | 3,28 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 45 | 0 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2 | 100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 29.161 | 2,93 | 4.319 | 2,96 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 4.563 | 0,00 | 655 | 1,71 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 4.578 | 0,00 | 678 | 3,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 5.182 | 163,98 | 744 | 169,20 | ||||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 5.675 | -1,73 | 840 | 1,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 22.424 | 6,63 | 3.321 | 10,01 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 72.511 | -3,87 | 10.739 | -0,80 | ||||
| 2026-02-10 | 13F | Resolute Capital, Llc | 8.754 | 1.256 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 2.154 | 309 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 4.187.841 | 4,19 | 601.622 | 6,21 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 21.290 | 2,84 | 3.056 | 4,69 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 7.782 | -67,99 | 1.097 | -66,18 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 1.411 | -36,56 | 209 | -34,80 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 25.324 | -14,63 | 3.635 | -13,06 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 3.770 | 0,00 | 541 | 1,88 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 130.154 | -8,17 | 19.276 | -5,24 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 177 | -41,97 | 25 | -41,86 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 104.703 | 2,81 | 15.507 | 6,09 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 6.742 | -4,37 | 998 | -1,29 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 16.648 | -1,84 | 2.389 | -0,04 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 10.206 | 140,20 | 1.465 | 144,82 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 2.489 | -5,86 | 357 | -4,03 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 514 | -80,51 | 76 | -79,89 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.458 | 0,00 | 216 | 2,87 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 471.838 | 1,92 | 67.718 | 3,78 | ||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 14.423 | -0,01 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 4.541 | 0,00 | 652 | 1,72 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.779 | 3,16 | 399 | 5,01 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 49.622 | -4,30 | 7.122 | -2,56 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 23.455 | 3,55 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 43.591 | -45,53 | 6.456 | -43,80 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 150 | 0,00 | 22 | 0,00 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.383 | 501 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 10.600 | 1,85 | 1.570 | 5,09 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 1.417 | 203 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 4.286 | 615 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 18.404 | 1,76 | 2.726 | 5,01 | ||||
| 2026-01-27 | 13F | Chaney Capital Management, Inc. | 44.634 | -1,06 | 6.406 | 0,74 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 65.550 | 20,49 | 9.408 | 22,63 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 2.600 | 385 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 9.333 | -1,01 | 1.339 | 0,83 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 4.529 | 1,34 | 671 | 4,52 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 4.253 | -12,62 | 630 | -9,89 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 7.335 | -8,81 | 1.053 | -7,15 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4.467 | -0,02 | 662 | 3,12 | ||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 9.626 | -5,68 | 1.382 | -3,70 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 60.791 | 1,45 | 9.003 | 4,69 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.645.151 | 6,31 | 379.632 | 8,25 | ||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 98.270 | 5,32 | 14.104 | 7,24 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 707 | 0,00 | 101 | 2,02 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 108.113 | -6,93 | 15.516 | -5,23 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 104.118 | 5,57 | 15.420 | 8,94 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 7.834 | -2,12 | 1.160 | 1,05 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 38.444 | 37,17 | 5.518 | 39,67 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.774 | 0,57 | 255 | 2,42 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3.218 | 0,59 | 477 | 3,70 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 9.248 | -0,44 | 1.370 | 2,70 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 4.436 | 0,32 | 657 | -4,23 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 1.539 | 221 | ||||||
| 2026-02-11 | 13F | VeraBank, N.A. | 20.845 | 7,98 | 2.992 | 9,92 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 34.504 | 56,51 | 5.110 | 61,50 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 781 | 0,00 | 112 | 1,82 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1.729 | 0,00 | 256 | 3,23 | ||||
| 2026-04-23 | 13F | Bell Bank | 9.961 | -90,72 | 1.475 | -90,42 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 167 | 24 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 153 | 0,00 | 22 | 0,00 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 4.909 | 0,00 | 727 | 3,27 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 27.962 | -1,59 | 4.141 | 1,57 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 29.048 | 2,54 | 4.169 | 4,38 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 2.099 | 0,24 | 301 | 2,03 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 9 | 0,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13.555 | 5,80 | 1.945 | 7,76 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 24.670 | 0,35 | 3.541 | 2,16 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 200 | 0,00 | 28 | 7,69 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 20.320 | 1,40 | 2.916 | 3,26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 60.454 | 2,17 | 8.953 | 5,44 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 2.501 | -0,79 | 359 | 0,85 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 2.857 | -5,77 | 410 | -3,98 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.204 | 20,69 | 1.067 | 24,53 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 4.695 | 0,45 | 695 | 3,73 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 7.437 | -1,82 | 1.067 | 0,00 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 645.989 | 0,60 | 95.671 | 3,81 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 18.824 | 66,72 | 2.788 | 72,04 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.428 | 0,00 | 212 | 3,43 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1.397 | 0,00 | 207 | 3,00 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 4.771 | -0,85 | 707 | 2,32 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 3.693 | 0,03 | 530 | 1,73 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 524 | 0,58 | 75 | 2,74 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 39.162 | -0,23 | 5.800 | 2,95 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 861 | 0,00 | 128 | 3,25 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 5.481 | -1,65 | 812 | 1,50 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 10.427 | -9,61 | 1.544 | -6,71 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.369 | 0,00 | 197 | 1,55 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 20.269 | -2,25 | 3.002 | 0,84 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 2.999 | -5,87 | 430 | -4,23 | ||||
| 2026-01-26 | 13F | MOKAN Wealth Management Inc. | 12.190 | 48,89 | 1.750 | 51,56 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.669 | 0,06 | 247 | 3,35 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.428 | -9,79 | 201 | -4,74 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 93.169 | -22,82 | 14 | -23,53 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 11.610 | -33,41 | 1.719 | -31,29 | ||||
| 2026-02-17 | 13F | Fmr Llc | 295.710 | 11,96 | 42.440 | 14,00 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 168.517 | 7,91 | 24 | -89,09 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 8.075 | 1.159 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.799 | 0,16 | 563 | 3,31 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 47.895 | 0,40 | 6.874 | 2,23 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 27.229 | 14,54 | 3.908 | 16,63 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 21.350 | 0,00 | 3.162 | 3,17 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 2.859 | 87,23 | 418 | 94,42 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.389 | 0,00 | 199 | 2,05 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 2.312 | 342 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 176.833 | -16,12 | 25.379 | -14,59 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 2.989 | 0,00 | 429 | 1,66 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 9.847 | -2,02 | 1.413 | -0,21 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 14.539 | 3,84 | 2.153 | 7,17 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 8.715 | -0,23 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 37.465 | -1,80 | 5.377 | -0,02 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 9.257 | -0,52 | 1.371 | 2,62 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 2.680 | 9,34 | 398 | 15,36 | ||||
| 2026-02-17 | 13F | Amussen Hunsaker Associates Llc | 112.933 | 10,74 | 16.208 | 12,71 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 5.177 | -8,66 | 767 | -5,78 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 2.585 | 371 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 20.161 | -3,94 | 2.893 | -2,20 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 30.236 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 56 | 8 | ||||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 4.798 | 0,00 | 689 | 1,78 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 49.098 | 58,01 | 7.047 | 60,90 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 3.878 | -31,45 | 557 | -30,24 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 28.513 | -0,96 | 4.223 | 2,20 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.330 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 155.785 | 1,14 | 22.367 | 3,03 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 1.434 | -1,44 | 206 | 0,49 | ||||
| 2026-04-20 | 13F | City State Bank | 65.573 | 6,20 | 9.711 | 9,59 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 4.832 | 1,11 | 693 | 2,97 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 92.056 | 0,27 | 13.212 | 2,09 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 217.294 | -1,44 | 32.181 | 1,71 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 2.592 | -2,63 | 372 | -0,80 | ||||
| 2026-02-12 | 13F | Quantum Capital Management, LLC / NJ | 21.982 | 3.155 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 7.826 | 1.123 | ||||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 2.780 | 0,00 | 399 | 1,79 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 220.806 | 1,11 | 31.793 | 3,29 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 9.423 | -6,15 | 1.396 | -3,19 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 356 | -9,41 | 50 | -3,85 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 953 | 141 | ||||||
| 2026-02-09 | 13F | Roundview Capital LLC | 18.254 | -0,76 | 2.620 | 1,04 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 6.142 | 7,68 | 910 | 11,12 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 4.026 | -9,83 | 596 | -6,87 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6.140 | 0,16 | 908 | 3,30 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 831 | 0,00 | 119 | 1,71 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 268.772 | -0,71 | 39.805 | 2,46 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 13.992 | 0,08 | 2.072 | 3,29 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 3.844 | -5,69 | 569 | -2,57 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 8.674 | 1.245 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.428 | 2,39 | 508 | 5,63 | ||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 2.114 | 303 | ||||||
| 2026-01-27 | 13F | Human Investing LLC | 246.463 | 0,08 | 35.372 | 1,90 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 1.762 | -0,96 | 261 | 1,96 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 24.590 | 34,25 | 3.642 | 38,55 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 82.719 | -21,10 | 12.251 | -18,59 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 5.261 | 0,00 | 755 | 1,89 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 1.575 | 0,00 | 233 | 3,10 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 1.357 | -34,09 | 201 | -32,20 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 1.779 | 267 | ||||||
| 2025-11-14 | 13F | Walleye Trading LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-07 | 13F | Corsicana & Co. | 375 | 0,00 | 54 | 1,92 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 2.077 | -2,03 | 298 | 0,00 | ||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 1.844 | 0,05 | 265 | 1,93 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.188 | 0,69 | 1.064 | 3,91 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 306.905 | 0,63 | 45.453 | 3,85 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 432 | 0,00 | 62 | 3,33 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 2.680 | 0,56 | 397 | 3,93 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 2.441 | 0,04 | 350 | 2,04 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 8.689 | -0,54 | 1.287 | 2,63 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 24.248 | 5,50 | 3.480 | 7,41 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 150.847 | 1.566,08 | 21.650 | 1.596,63 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 55.803 | 23,95 | 8 | 33,33 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 1.397 | -10,79 | 201 | -9,09 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 2.223 | 0,00 | 319 | 1,92 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 120.735 | 37,30 | 17.328 | 39,80 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 33.469 | 127,80 | 4.803 | 132,03 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 66.876 | 11,57 | 9.598 | 13,61 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 134.484 | -0,64 | 19.917 | 2,53 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 4.692 | -14,64 | 695 | -11,93 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 250 | 0,00 | 36 | 0,00 | ||||
| 2026-02-13 | 13F | Allianz Se | 560 | 0,00 | 80 | 2,56 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 2.931 | -4,06 | 434 | -0,91 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 5.473 | -1,10 | 811 | 2,02 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 21.394 | 34,48 | 3.070 | 36,93 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 5.506.257 | 3,86 | 790.258 | 5,75 | ||||
| 2026-04-23 | 13F | American National Bank | 340 | 0,00 | 50 | 4,17 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 16.900 | -14,21 | 2.425 | -12,64 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 67.384 | -0,18 | 9.671 | 1,65 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 117.628 | -2,66 | 17.421 | 0,44 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 10.836 | 7,19 | 1.555 | 9,20 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 2.504 | -3,91 | 371 | -1,86 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 1.678 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 0,00 | 30 | 3,57 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 1.726 | 20,95 | 269 | 33,33 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11.314 | 3,08 | 1.676 | 6,35 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.746 | 5,59 | 2.260 | 7,52 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 52.285 | -8,52 | 7.743 | -5,61 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.495 | 0,00 | 215 | 1,90 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 11.229 | 0,38 | 1.612 | 2,22 | ||||
| 2026-02-17 | 13F | Sun Group Wealth Partners | 1.462 | 210 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 43.253 | -2,02 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 68.742 | 1.906,48 | 9.932 | 1.960,58 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.473 | 0,41 | 218 | 3,81 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4.907 | 93,11 | 727 | 99,45 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 15.386 | 0,65 | 2.208 | 2,51 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 59.923 | 89,95 | 8.875 | 96,02 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 117.763 | 0,35 | 17.441 | 3,55 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 17.152 | 0,53 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 3.964 | 8,51 | 587 | 12,02 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 122.895 | 6,53 | 17.638 | 8,47 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 9.930 | 0,21 | 1.425 | 2,08 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 30.051 | -35,93 | 4 | -33,33 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 4.308 | -1,31 | 618 | 0,49 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 12.446 | -0,56 | 1.786 | 1,25 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 144.815 | 9,29 | 20.784 | 11,29 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 223.260 | 2,17 | 33.065 | 5,43 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 53.458 | -1,63 | 7.672 | 0,17 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1.897 | 272 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 5.399 | 0,43 | 761 | 6,28 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2.742 | 12,29 | 406 | 16,00 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 5.056 | 6,51 | 726 | 8,37 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 65 | 109,68 | 10 | 125,00 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 722 | -14,35 | 104 | -12,71 | ||||
| 2026-02-12 | 13F | Harbour Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 15.547 | 3,98 | 2.231 | 5,89 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 1.505.250 | -0,40 | 216.033 | 1,42 | ||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 52.601 | 1,27 | 7.549 | 3,11 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 45.783 | 3,79 | 6.780 | 7,11 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 761.565 | 35,99 | 109.300 | 38,47 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 108 | -1,82 | 16 | 0,00 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 30.870 | -0,40 | 4.430 | 1,42 | ||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 2.172 | 0,00 | 322 | 3,22 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 5.089 | 23,58 | 754 | 27,41 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 542 | 0,00 | 80 | 3,90 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 15.264 | -1,95 | 2.191 | -0,18 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 70 | 0,00 | 10 | 0,00 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 61.741 | -1,58 | 8.861 | 0,21 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 20.900 | 117,71 | 2.937 | 130,82 | |||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 5.800 | -65,06 | 815 | -62,98 | |||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 49.534 | -2,37 | 7.109 | 5,12 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2.925 | 1,74 | 433 | 5,10 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 928.873 | 55,09 | 133.312 | 57,92 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 39.527 | 30,40 | 5.673 | 32,77 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 230 | 0,00 | 34 | 3,03 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.590 | 12,68 | 532 | 16,19 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.042 | 0,00 | 317 | -0,32 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 5.105 | -24,76 | 733 | -23,43 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 9.987 | 12,25 | 1.479 | 15,91 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 11.001 | 0,58 | 1.629 | 3,82 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 2.824 | -2,72 | 405 | -0,98 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1.465 | -2,01 | 217 | 0,93 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.591 | 228 | ||||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 651 | 225,50 | 92 | 250,00 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 10.253 | 19,79 | 1.441 | 26,98 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 117.640 | -0,34 | 17.422 | 2,85 | ||||
| 2026-02-17 | 13F | Scientech Research LLC | 2.273 | 326 | ||||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 3.277 | 1,33 | 485 | 4,53 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.412 | 0,00 | 653 | 3,16 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 722 | -32,02 | 107 | -30,26 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.314 | 0 | ||||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 38.164 | -1,86 | 5.517 | 0,64 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.597 | 237 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 36.291 | 4,73 | 5.375 | 8,06 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 9 | 1 | ||||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 55.383 | 1,76 | 8.202 | 5,02 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 14.068 | -2,06 | 2.083 | 1,07 | ||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 9.892 | 1.420 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 725.844 | -0,46 | 104.173 | 1,35 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Keystone Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12.917 | 15,07 | 1.913 | 18,75 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 13.343 | -1,83 | 1.915 | -0,05 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 181.034 | 0,03 | 26.811 | 3,23 | ||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 17.262 | 0,05 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 4.379 | -9,97 | 628 | -8,32 | ||||
| 2026-02-02 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.680 | 4,32 | 672 | 6,17 | ||||
| 2026-02-12 | 13F | AlphaCentric Advisors LLC | 2.913 | 1,92 | 418 | 14,84 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2.595.284 | 10,75 | 372.475 | 12,90 | ||||
| 2026-03-04 | 13F | Hayek Kallen Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.765 | 0,00 | 558 | 3,15 | ||||
| 2025-11-13 | 13F | Nicolet Bankshares Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.864 | -35,10 | 268 | -33,91 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 46.623 | -2,63 | 6.905 | 0,47 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 25.290 | -12,55 | 3.630 | -10,97 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 8.580 | 1,06 | 1.231 | 2,93 | ||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 4.310 | 0,00 | 619 | 1,81 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 88.439 | 3,63 | 12.693 | 5,51 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 2.377 | 0,00 | 341 | 1,79 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 1.802 | 259 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 1.440 | 0,07 | 213 | 3,40 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 29.118 | -2,57 | 4.179 | -0,78 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 6.296 | -23,68 | 932 | -21,28 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 2.810 | 66,77 | 416 | 72,61 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 19.209 | 0,72 | 2.757 | 2,53 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 1.931 | -4,17 | 277 | -2,46 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.788 | 0,00 | 263 | -5,42 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 2.348 | 0,00 | 348 | 3,27 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 173.630 | 8,01 | 24.919 | 9,97 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 508 | 0,40 | 73 | 1,41 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 39.294 | -2,08 | 5.819 | 1,04 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 113.954 | 7,36 | 16.355 | 9,32 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 7.401 | 5,44 | 1.062 | 7,38 | ||||
| 2026-02-12 | 13F | Richwood Investment Advisors, LLC | 5.097 | -8,93 | 793 | 0,51 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 48.316 | -5,18 | 7.184 | -3,93 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 759 | 109 | ||||||
| 2026-02-05 | 13F | Idaho Trust Bank | 2.087 | 33,27 | 300 | 35,91 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 12.528.880 | 5,27 | 1.798.145 | 7,19 | ||||
| 2026-01-29 | 13F | MWA Asset Management | 3.892 | -6,40 | 559 | -4,78 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 10.052 | -77,75 | 1.417 | -76,49 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 580 | 0,00 | 86 | 2,41 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 35.869 | 3,56 | 5.148 | 5,45 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.018 | 35,44 | 743 | 39,92 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 2.826 | -0,77 | 419 | 2,45 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 6.065 | 0,03 | 870 | 1,87 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 18.652 | 26,75 | 2.677 | 29,03 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 2.400 | 344 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 7.780 | 8,77 | 1.152 | 12,28 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 52 | -3,70 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 538 | -0,92 | 77 | 1,32 | ||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 1.418.554 | 0,00 | 199.321 | 0,00 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.914 | 0,00 | 283 | 3,28 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 6.620 | 0,00 | 980 | 3,16 | ||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 12.306 | 0,00 | 1.766 | 0,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 42.266 | 6.066 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 1.511 | -73,94 | 224 | -73,20 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 25.524 | 0,00 | 3.663 | 1,83 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 3.567 | -43,25 | 528 | -41,46 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 248.065 | 3,36 | 35.602 | 5,25 | ||||
| 2026-02-06 | 13F | Motco | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 4.260 | 0,26 | 631 | 3,45 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 8.551 | 9,47 | 1.266 | 12,93 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 72.420 | -2,79 | 10.725 | 0,31 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 13.281 | 0,66 | 1.967 | 3,86 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 26.381 | -4,73 | 3.896 | -0,81 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 15.013 | -26,79 | 2.223 | -23,08 | ||||
| 2026-01-27 | 13F | PFG Advisors | 128.116 | -22,77 | 18.387 | -21,37 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 653.253 | 5,20 | 93.755 | 7,12 | ||||
| 2026-01-12 | 13F | Cordant, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Prudent Man Advisors, LLC | 15.304 | 2.196 | ||||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 4.871 | 2,07 | 721 | 5,41 | ||||
| 2026-02-12 | 13F | First Western Trust Bank | 1.590 | 228 | ||||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 8.265 | -41,82 | 1.165 | -38,51 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 1.439 | -8,05 | 213 | -4,91 | ||||
| 2026-02-13 | 13F | Wimmer Associates 1, Llc | 9.099 | 5,46 | 1.306 | 7,32 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 1.660 | 0,00 | 238 | 2,15 | ||||
| 2026-02-11 | 13F | CNB Bank | 438 | 0,00 | 63 | 1,64 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.075 | 298 | ||||||
| 2026-02-10 | 13F | Carnegie Lake Advisors LLC | 3.838 | 0,00 | 551 | 1,85 | ||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 5.752 | -15,32 | 825 | -13,79 | ||||
| 2026-01-13 | 13F | FSA Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Td Asset Management Inc | 5.100 | 24,39 | 732 | 26,69 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 2.076 | 0,34 | 307 | 3,72 | ||||
| 2026-02-10 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Truepoint, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 964 | 0,00 | 138 | 2,22 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 105 | 0,00 | 16 | 14,29 | ||||
| 2026-04-16 | 13F | Breakthru Advisory Services, Llc | 5.077 | 0,00 | 752 | 3,16 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 37.475 | -2,30 | 5.550 | 0,80 | ||||
| 2026-01-28 | 13F | Manuka Financial, LLC | 3.541 | 0,40 | 508 | 2,21 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 2.960 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 4.359 | 0,65 | 626 | 2,46 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 386 | 1,05 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 94 | 0,00 | 14 | 0,00 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 1.522 | -17,60 | 218 | -16,15 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 36.492 | 13,93 | 5.237 | 16,02 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73.970 | -0,24 | 10.616 | 1,58 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 16.462 | 24,50 | 2.363 | 26,78 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4.124 | 0,27 | 611 | 3,39 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 10.685 | 10,23 | 1.534 | 12,23 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2.054 | 0,24 | 304 | 3,40 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 380 | 55 | ||||||
| 2026-02-04 | 13F | Midwest Trust Co | 96.874 | 126,89 | 13.903 | 131,02 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 13.973 | 2,59 | 2.005 | 4,48 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 2.002 | 0,00 | 296 | 3,14 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 10.441 | 0,00 | 1.546 | 3,20 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 144.312 | 0,55 | 20.712 | 2,38 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | River Street Advisors LLC | 6.966 | -2,08 | 1.032 | 1,08 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 4.330 | 0,00 | 621 | 1,80 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19.290 | 4,23 | 2.857 | 7,53 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.466.668 | 7,44 | 210.498 | 9,40 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 11.551 | -1,38 | 1.658 | 0,42 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 93.247 | -1,19 | 13.383 | 0,62 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.213 | 1,96 | 771 | 1,31 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 1.830 | 0,66 | 263 | 2,34 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.768 | 9,48 | 706 | 13,14 | ||||
| 2025-11-14 | 13F | Ofc Financial Planning, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 61.573 | 3,17 | 8.837 | 5,04 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 123.124 | 1.456,76 | 17.671 | 1.486,18 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 550.774 | 1,26 | 81.570 | 4,49 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 12.600 | 0,43 | 1.866 | 3,67 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 23.738 | -3,72 | 3.516 | -0,65 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 6.478 | -5,08 | 930 | -3,43 | ||||
| 2026-02-06 | 13F | Paradigm Capital Management, LLC/NV | 61.653 | 1,39 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Croban | 46.288 | 84,11 | 6.643 | 87,50 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 62.955 | 1,27 | 9.035 | 3,12 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 23.907 | 10,05 | 3.555 | 11,48 | ||||
| 2026-04-21 | 13F | Poehling Capital Management, LLC | 8.276 | 0,00 | 1.226 | 3,20 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 9.358 | 1.343 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.799 | -1,29 | 832 | 0,48 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 62.303 | -41,56 | 8.942 | -40,49 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 7.663 | -0,12 | 1.135 | 3,00 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 4.478 | 661 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 116.018 | 19,37 | 17.182 | 23,19 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 1.866 | 276 | ||||||
| 2026-04-21 | 13F | Northeast Investment Management | 4.004 | 0,00 | 593 | 3,31 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 156.215 | 3,00 | 22.420 | 4,88 | ||||
| 2026-02-09 | 13F | Eukles Asset Management | 18.582 | -3,71 | 2.667 | -1,95 | ||||
| 2026-02-09 | 13F | Van Cleef Asset Management,Inc | 1.663 | 0,00 | 239 | 1,71 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Put | 17.800 | 2.555 | |||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 745 | 0,00 | 107 | 0,95 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 109.477 | 3,29 | 16.763 | 10,20 | ||||
| 2026-02-03 | 13F | Geneva Partners, LLC | 5.226 | -0,32 | 750 | 1,49 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 65.346 | 0,13 | 9.379 | 1,96 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 73.085 | -1,91 | 10.824 | 1,22 | ||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | Call | 22.800 | 3.272 | |||||
| 2026-04-09 | 13F | American National Bank of Texas | 6.714 | -0,89 | 994 | 2,26 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 447 | 0,00 | 66 | 3,13 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.341 | 0,42 | 495 | 3,56 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 37.006 | 59,84 | 5.481 | 64,96 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 150 | 0,00 | 22 | 0,00 | ||||
| 2026-04-24 | 13F | Perryman Financial Advisory Inc /ad | 6.538 | -2,64 | 968 | 0,52 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 5.973 | 0,42 | 857 | 2,27 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.778 | 255 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.284 | -99,76 | 191 | -99,54 | ||||
| 2026-02-17 | 13F | Opal Capital Llc | 2.407 | 375 | ||||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 1.825 | 0,00 | 270 | 3,45 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 74.344 | 0,00 | 10.670 | 1,82 | ||||
| 2026-02-10 | 13F | CIBC Asset Management Inc | 2.555 | -6,58 | 367 | -4,94 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 2.978.503 | 77.208 | ||||||
| 2025-11-21 | 13F | Capital Square, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 677 | 13,21 | 97 | 15,48 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 11.156 | 20,83 | 1.652 | 24,68 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 4.794 | -0,58 | 710 | 2,46 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 41.218 | -3,12 | 6.104 | -0,03 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 217.792 | 3,00 | 32.255 | 6,29 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 3.450.762 | 0,81 | 495.253 | 2,65 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 18.238 | 16,37 | 2.618 | 18,47 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 12.366 | 0,00 | 1.775 | 1,84 | ||||
| 2025-11-12 | 13F | Gamco Investors, Inc. Et Al | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 968 | 143 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.076 | 0,19 | 307 | 3,37 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 6.934 | -3,59 | 1.031 | -0,10 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 417 | 0,48 | 60 | 1,72 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.207 | 0,60 | 623 | 3,83 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 70.997 | 2,90 | 10.241 | 5,31 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 13.215 | -4,39 | 1.897 | -2,67 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Miramar Capital, LLC | 9.066 | 1.301 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 14.477 | -0,01 | 2.256 | 8,57 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 3.326 | 0,00 | 477 | 1,92 | ||||
| 2026-02-17 | 13F | Aspen Grove Capital, LLC | 7.346 | 0,00 | 1.054 | 1,84 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 1.276 | 0,00 | 183 | 2,23 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 10.347 | 2,39 | 1.609 | 13,00 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 50.800 | 238,31 | 7.553 | 250,49 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 13.152 | 27,01 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 2.692 | 7,94 | 399 | 11,48 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 6.796 | 975 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.433 | -1,12 | 508 | 2,01 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 5.106 | 3,15 | 756 | 5,59 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 140 | 0,00 | 21 | 0,00 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 1.596 | -5,67 | 229 | -3,78 | ||||
| 2026-02-03 | 13F | Sterling Investment Management, Inc. | 1.500 | 0,00 | 215 | 1,90 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 103.642 | -1,76 | 15.349 | 1,38 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.345 | 19,42 | 495 | 23,13 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 72.381 | 1,47 | 10.388 | 3,32 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 3.803 | 0,00 | 546 | 1,68 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 79.492 | 0,66 | 11.773 | 3,87 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 8.071 | 1.158 | ||||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 23.394 | 11,01 | 3.357 | 13,03 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 2.654 | 381 | ||||||
| 2026-02-17 | 13F | Mars Jewett Financial Group, Inc. | 3.498 | 547 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 71.502 | -13,90 | 10.262 | -12,33 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 1.787 | 0,90 | 256 | 8,47 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 124.575 | 28,25 | 18.450 | 32,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 71.445 | 10,45 | 10 | 11,11 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 18.061 | -28,30 | 2.592 | 86.300,00 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.460 | 210 | ||||||
| 2026-02-06 | 13F | Vantage Investment Partners, LLC | 7.950 | -2,24 | 1.141 | -0,52 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 56.197 | -3,35 | 7.247 | -13,15 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 330.577 | 18,31 | 48.958 | 22,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.792 | 2,11 | 257 | 4,05 | ||||
| 2026-02-13 | 13F | Commerce Bank | 156.641 | 0,36 | 22.481 | 2,20 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4.084 | 0,05 | 605 | 3,25 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 82.132 | 1,54 | 11.788 | 3,39 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 23.746 | 22,07 | 3.447 | 26,73 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 118.758 | 0,02 | 17.588 | 3,22 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 88.546 | 19,43 | 13.114 | 23,24 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 289 | 0,00 | 43 | 2,44 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 6.266 | -1,04 | 899 | 0,78 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.281 | 471 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 211.759 | -0,80 | 31 | 3,33 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.533 | -0,51 | 375 | 2,74 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 3.613 | 12,10 | ||||||
| 2026-02-03 | 13F | Denali Advisors Llc | 2.103 | 302 | ||||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 9.064 | 0,25 | 1.301 | 2,04 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.953 | -55,31 | 280 | -54,47 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 5.119 | 0,65 | 735 | 2,51 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 5.647 | 0,28 | 810 | 2,14 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 4.050 | 0,00 | 581 | 1,93 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1.423 | 0,00 | 211 | 2,94 | ||||
| 2026-01-26 | 13F | Invested Advisors | 4.324 | 621 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 25.127 | 0,25 | 3.721 | 3,45 | ||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 469 | -28,29 | 67 | -27,17 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 7.948 | 0,52 | 1.177 | 3,79 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 3.123 | 0,03 | 448 | 1,82 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 18.867 | 7,00 | 2.794 | 10,43 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 14.052 | 95,93 | 2.017 | 99,60 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 28.077 | 6,00 | 4.030 | 7,93 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 426 | 0,00 | 63 | 3,28 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 335.331 | 12,75 | 49.662 | 16,35 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 1.555 | 0,00 | 223 | 1,83 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 29.481 | -0,34 | 4.231 | 1,49 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 7.649 | 1,55 | 1.133 | 4,72 | ||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 2.011 | 0,00 | 283 | -0,35 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 7.559 | -5,74 | 1.120 | -2,70 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 1.914 | 0,00 | 275 | 1,86 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 5.439 | 781 | ||||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16.100 | 0,25 | 2.384 | 3,47 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 12.714 | 0,00 | 1.883 | 3,18 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 24.680 | 6,57 | 3.655 | 9,99 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 20.898 | -7,09 | 3.095 | -4,15 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 6.889 | -2,13 | 989 | -0,40 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 1.508 | -3,95 | 216 | -2,26 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 2.087 | 0,00 | 309 | 3,34 | ||||
| 2026-03-12 | 13F | Vericrest Private Wealth | 1.533 | 220 | ||||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.233 | -6,16 | 183 | -3,19 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 16.494 | 4,73 | 2.443 | 8,05 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 7.990 | 1,89 | 1.147 | 3,71 | ||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 1.574 | 226 | ||||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 1.994 | 0,00 | 281 | 0,00 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 49.475 | -15,03 | 7.101 | -13,49 | ||||
| 2026-02-17 | 13F | Tannin Capital LLC | 6.440 | 924 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 1.402 | 208 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 350 | -29,86 | 50 | -28,57 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 26.471 | -2,92 | 3.799 | -1,14 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 33.962 | -1,11 | 5.030 | 2,03 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 14.566 | 1,37 | 2.157 | 4,61 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 6.499 | 0,05 | 962 | 3,22 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 24.467 | 0,51 | 3.512 | 2,33 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 5.805 | 0,00 | 860 | 3,12 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 2.978 | 0,00 | 441 | 3,28 | ||||
| 2026-02-06 | 13F | Princeton Capital Management Llc | 1.730 | 0,00 | 248 | 2,06 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 1.364 | 0,00 | 202 | 3,59 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 586.809 | 17,05 | 86.906 | 20,79 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3.482 | 0,52 | 533 | 5,98 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 13.211 | 12,81 | 1.957 | 16,43 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 311.151 | 4,18 | 44.657 | 6,08 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 1.718 | -2,61 | 254 | 0,40 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 15.349 | 0,19 | 2.203 | 1,99 | ||||
| 2025-11-04 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 26.786 | -12,79 | 3.844 | -11,20 | ||||
| 2026-04-23 | 13F | Simmons Bank | 3.475 | 0,00 | 515 | 3,21 | ||||
| 2026-01-29 | 13F | Richard C. Young & CO., LTD. | 28.749 | -0,79 | 4.126 | 1,03 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 2.797 | 0,54 | 416 | 2,47 | ||||
| 2025-11-03 | 13F | Stablepoint Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 23.046 | 1,03 | 3.307 | 2,86 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 3.851 | -3,87 | 1 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 24.907 | -0,11 | 3.575 | 1,71 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.744 | -8,88 | 258 | -5,84 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.174 | 4,79 | 470 | 8,29 | ||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 1.527 | 0,00 | 1.967 | 814,42 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 11.182 | 2,14 | 1.712 | 5,94 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 1.455 | 0,00 | 209 | 1,46 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2.527 | 0,00 | 374 | 3,31 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 15.327 | -3,39 | 2.270 | -0,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 97.919 | 3,95 | 14.502 | 7,27 | ||||
| 2026-02-10 | 13F | Meridian Management Co | 4.855 | 0,00 | 697 | 1,75 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 5.397 | -1,82 | 799 | 1,40 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10.146 | 13,43 | 1.566 | 21,98 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 135.376 | -1,02 | 19 | 0,00 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 340 | 0,59 | 50 | 4,17 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2.432 | 0,00 | 360 | 3,15 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 50.835 | 0,82 | 7.296 | 2,66 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 2.667 | 383 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 497 | 72,57 | 71 | 77,50 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 750 | 108 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 239.077 | 2,94 | 35.407 | 6,23 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 1.398.107 | -0,45 | 200.309 | 1,19 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 10.221 | 237,10 | 1.467 | 243,33 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 575 | 1,59 | 85 | 4,94 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 8.238 | 0,00 | 1.220 | 3,21 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 6.881 | 1,33 | 1.019 | 4,62 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.994 | 1,83 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 7.858 | 20,10 | 1.128 | 22,23 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 973 | 0,10 | 0 | |||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.400 | 0,00 | 344 | 1,78 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 314.048 | -0,93 | 45.072 | 0,88 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 6.343 | -6,69 | 910 | -5,01 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 11.100 | 4,79 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 2.855 | 423 | ||||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 23.773 | 0,20 | 3.412 | 2,00 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 57.656 | 1,82 | 8.539 | 5,07 | ||||
| 2026-02-13 | 13F | Edgestream Partners, L.P. | 1.910 | 274 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 10.294 | 1.525 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 40.967 | -1,84 | 5.880 | -0,05 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 5.528 | -81,39 | 793 | -81,06 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 114.670 | 16.457 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 82.200 | -14,02 | 11.797 | -12,45 | |||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 396.945 | 24,28 | 58.788 | 28,24 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 21.324 | 8,10 | 3.158 | 11,55 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 3.248 | 3,21 | 466 | 5,19 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 29.009 | 0,00 | 4.163 | 1,83 | ||||
| 2026-02-17 | 13F | Sky-mountain Capital Management, Inc. | 30.077 | 4,23 | 4.464 | 10,03 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 35.240 | 3,39 | 5.058 | 5,27 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 16.041 | -4,43 | 2.302 | -2,66 | ||||
| 2026-02-04 | 13F | Sloy Dahl & Holst, LLC | 1.415 | 203 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 401.600 | 16,14 | 57.638 | 18,25 | |||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 153.066 | -17,69 | 21.968 | -16,19 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 166.381 | -9,21 | 24.641 | -6,32 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 15.694 | -0,42 | 2.324 | 2,79 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 2.999 | -1,80 | 430 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 275 | -54,99 | 41 | -54,02 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 16.481 | 15,69 | 2.365 | 17,84 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 27.701 | 0,90 | 3.976 | 2,74 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 1.765 | 0,00 | 0 | |||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 2.196 | 315 | ||||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 2.684 | 0,07 | 396 | 4,76 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.058 | -21,78 | 305 | -19,36 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 107.215 | 22,15 | 15.387 | 24,38 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 3.207 | 5,67 | 475 | 8,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.374.374 | 0,09 | 340.770 | 101.926,95 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 124.149 | 13,97 | 18.386 | 17,61 | ||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 2.314.911 | 3,03 | 332.236 | 4,91 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 18 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 66.950 | 3,64 | 9.609 | 5,54 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 31.636 | 15,45 | 4.540 | 17,56 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 31.023 | 2,93 | 4.452 | 4,80 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 5.190 | 0,12 | 769 | 3,23 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 15.054 | 1,28 | 2.230 | 4,50 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.118 | 314 | ||||||
| 2026-01-30 | 13F | Camden Capital, LLC | 1.464 | -52,97 | 210 | -39,83 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 1.628 | 234 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 627.137 | 8,09 | 90.007 | 10,06 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 13.481 | 12,55 | 1.935 | 14,57 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 33.624 | -20,60 | 4.826 | -19,15 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 892.467 | 0,03 | 128.087 | 1,85 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 1.685 | -4,91 | 250 | -1,97 | ||||
| 2026-02-04 | 13F | Seelaus Asset Management LLC | 1.614 | 3,20 | 232 | 5,00 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 2.691 | 0,64 | 386 | 2,66 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1.045 | 0,00 | 150 | 1,36 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 9.698 | 1,21 | 1.392 | 3,04 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 16.688 | 0,00 | 2.471 | 3,17 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 8.591 | 11,40 | 1.233 | 13,34 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 3.891 | 15,02 | 558 | 17,23 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 16.341 | 0,38 | 2.345 | 2,22 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 2.855 | 0,00 | 410 | 1,74 | ||||
| 2026-02-04 | 13F | Marco Investment Management Llc | 6.300 | 0,00 | 904 | 1,92 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 79 | 0,00 | 12 | 0,00 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 14.439 | 16,06 | 2.072 | 18,20 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 3.101 | -3,67 | 459 | -0,43 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 471 | 68 | ||||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 155 | 0,00 | 23 | 0,00 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3.183 | 0,00 | 471 | 3,29 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.658 | -1,19 | 246 | 2,08 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 53.683 | -1,33 | 7.705 | 0,47 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 8.880 | -0,11 | 1.315 | 3,14 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 41.489 | -3,72 | 6.145 | -0,65 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 5.890 | 845 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.045 | 6,21 | 746 | 9,54 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19.202 | -1,12 | 2.844 | 2,01 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 5.555 | 4,38 | 797 | 6,27 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 13.340 | 0,59 | 1.915 | 2,41 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 9.613 | 2,78 | 1.424 | 6,04 | ||||
| 2026-02-17 | 13F | Legend Capital Advisors LLC | 6.236 | 895 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2.415 | 0,00 | 358 | 3,18 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3.455 | 14,98 | 512 | 18,56 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 13.994 | 1,05 | 2.073 | 4,28 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 2.544 | 0,63 | 365 | 2,53 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 41.954 | -1,96 | 6.213 | 103.450,00 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 19.630 | 23,31 | 2.817 | 25,59 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 3.725 | 0,40 | 552 | 3,57 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 82.782 | -2,74 | 11.881 | -0,97 | ||||
| 2026-04-07 | 13F | InvesTrust | 13.465 | -5,76 | 1.994 | -2,73 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 6.327 | 908 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.671 | -0,07 | 396 | 3,13 | ||||
| 2025-11-13 | 13F | UBS Group AG | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 117.870 | -5,58 | 16.917 | -3,86 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 78.367 | 2,27 | 11.606 | 5,54 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.412 | 0,38 | 505 | 3,70 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 1.930 | 0,00 | 277 | 1,47 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 7.916 | 1,75 | 1.136 | 3,65 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3.440 | -1,01 | 494 | 0,82 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 4.569 | -13,56 | 656 | -12,08 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 12.408 | 0,48 | 1.838 | 3,67 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 5.544 | -16,14 | 796 | -14,61 | ||||
| 2026-02-12 | 13F | GreatBanc Trust CO | 13.125 | -2,34 | 1.884 | -0,58 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 13.148 | -10,12 | 1.947 | -7,24 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 196.748 | 0,87 | 28.237 | 2,71 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 59.101 | -2,82 | 8.753 | -4,69 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 20.299 | 5,64 | 2.913 | 7,57 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 3.193 | 0,00 | 458 | 1,78 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 19.014 | 2.729 | ||||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 17.708 | -10,46 | 2.623 | -7,61 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 17.170 | 0,00 | 2.543 | 3,17 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 290.905 | 4,46 | 43.083 | 7,80 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 698.050 | 22,14 | 100.184 | 24,37 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 32.106 | 27,85 | 4.608 | 30,25 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 305 | 44 | ||||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 3.068 | 0,56 | 440 | 2,33 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 2.452 | 0,00 | 352 | 1,74 | ||||
| 2026-02-17 | 13F | truNorth Financial Services, Inc. | 85.337 | 12.248 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 108.654 | 49,64 | 15.594 | 52,37 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 63.819 | -0,52 | 9.452 | 2,65 | ||||
| 2026-02-12 | 13F | Eley Financial Management, Inc | 1.432 | 0,00 | 206 | 1,99 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 2.935 | 0,20 | 435 | 3,33 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 17.212 | 1,26 | 2.470 | 3,13 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 34.930 | 0,00 | 4.923 | 0,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 91.406 | 13,46 | 13.119 | 15,53 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 22.811 | 1,15 | 3.378 | 4,39 | ||||
| 2026-02-11 | 13F | Invst, LLC | 8.818 | -4,49 | 1.266 | -2,77 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 70.433 | 10.431 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 145.060 | -0,16 | 21.483 | 3,02 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 10.883 | -23,56 | 1.612 | -21,15 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.043 | 1,16 | 154 | 4,05 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 3.591 | -37,49 | 532 | -35,56 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.132.957 | 0,00 | 162.602 | 1,82 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 3.743 | 5,50 | 537 | 7,40 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 614 | 453,15 | 88 | 486,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 41.004 | 4,39 | 6.073 | 7,72 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 17.111 | 10,86 | 2.534 | 14,40 | ||||
| 2026-02-10 | 13F | Select Asset Management & Trust | 136.235 | 0,01 | 20 | 0,00 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 7.600 | -84,49 | 1.091 | -84,22 | |||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | marrick wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 11.936 | 15,63 | 1.713 | 17,73 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 1.713 | -5,20 | 246 | -3,54 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 3.455 | 0,00 | 496 | 1,85 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 1.970 | -0,10 | 292 | 2,83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1.232 | -0,56 | 182 | 2,82 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 142.348 | -0,99 | 20.064 | 3,59 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 11.328 | 0,08 | 1.626 | 1,88 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 75.089 | 2,03 | 10.777 | 3,90 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 73.850 | -3,37 | 10.599 | -1,62 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mount Lucas Management LP | 19.530 | -0,42 | 2.803 | 1,37 | ||||
| 2026-02-09 | 13F | First National Trust Co | 149.171 | 1,93 | 21.409 | 3,79 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 9.560 | 0,00 | 1.372 | 1,86 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 2.042 | -13,14 | 288 | -8,31 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 17 | -87,31 | 3 | -89,47 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 97.090 | -1,29 | 13.935 | 0,52 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 66.512 | 9.850 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 48.380 | 6,83 | 6.944 | 8,77 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 96.476 | 8,69 | 14.288 | 12,16 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sapient Capital Llc | 32.811 | 8,99 | 4.859 | 11,68 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6.871 | 1,40 | 1.018 | 4,63 | ||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Dorato Capital Management | 200 | 0,00 | 30 | 3,45 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 4.231 | 0,00 | 607 | 1,85 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 1.390 | 0,00 | 199 | 2,05 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 26.485 | -0,50 | 3.801 | 1,33 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.176 | 169 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 1.467 | -19,70 | 217 | -17,18 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 17.127 | -3,34 | 2.458 | -1,56 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 1.971 | 0,00 | 292 | 3,19 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 555 | 80 | ||||||
| 2026-02-13 | 13F | W Advisors, Llc | 13.161 | 3,79 | 1.889 | 5,65 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 10.239 | -0,45 | 1.469 | 1,38 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 1.467 | 0,00 | 211 | 1,94 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 65.888 | -2,56 | 9.758 | 0,55 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 1.687 | 0,00 | 242 | 2,11 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.478 | 212 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 3.243 | -6,76 | 480 | -3,81 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 55.329 | -0,42 | 7.941 | -3,51 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.112 | -0,45 | 461 | 2,68 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.359 | 349 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 51.859 | -1,29 | 7.680 | 1,86 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 100 | 0,00 | 14 | 0,00 | ||||
| 2026-01-26 | 13F | Slagle Financial, LLC | 3.450 | 19,46 | 495 | 21,92 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 36.696 | 21,63 | 5.435 | 25,50 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 2.195 | 0,09 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 23.700 | -2,13 | 3.510 | 1,01 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 13.868 | 0,38 | 1.990 | 2,21 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 2.270 | 0,00 | 326 | 1,88 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 9.566 | -5,39 | 1.373 | -3,72 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 4.132 | 612 | ||||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 23.821 | 0,00 | 3.419 | 1,82 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 33.838 | 0,80 | 5.011 | 4,01 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2.555 | 0,00 | 378 | 3,28 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 211.693 | 0,65 | 30.382 | 2,48 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 163.264 | 0,77 | 23.432 | 2,61 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 1.691 | 0,00 | 243 | 1,68 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 26.026 | -18,75 | 3.735 | -17,28 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 14.659 | 0,12 | 2.104 | 1,94 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 38 | 0,00 | 6 | 0,00 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 16 | 2 | ||||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 17.474 | 0,22 | 2.508 | 2,04 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 17.142 | 7,50 | 2.539 | 10,93 | ||||
| 2026-02-12 | 13F | McDonough Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 74.156 | 0,33 | 10.982 | 3,54 | ||||
| 2026-02-03 | 13F | Climber Capital SA | 33.793 | 0,00 | 4.664 | 8,12 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 208.881 | 2,78 | 29.979 | 4,65 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 136.372 | -0,17 | 20.197 | 3,01 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 42.572 | 11,98 | 6.110 | 14,02 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 294 | 0,00 | 44 | 2,38 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 148.544 | 9,49 | 21.319 | 11,49 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 7.254 | -34,28 | 1.041 | -33,05 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 2.674 | 0,00 | 384 | 1,86 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 21.467 | -0,43 | 3.179 | 2,75 | ||||
| 2026-01-26 | 13F | Grandview Asset Management LLC | 92.797 | 2,54 | 13.318 | 4,41 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 3.564 | -0,78 | 531 | 3,11 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 10.088 | 0,00 | 1.448 | 1,83 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 186.679 | 758,49 | 26.792 | 774,13 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 8.710 | 0,00 | 1.290 | 3,12 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 4.095 | 0,00 | 606 | 3,24 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 586.333 | 0,61 | 86.836 | 3,82 | ||||
| 2026-02-17 | 13F | Private Capital Management, LLC | 6.339 | 2,29 | 910 | 4,12 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 1.584 | -55,84 | 235 | -54,47 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 4.242 | 0,05 | 628 | 3,29 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 1.946 | -26,43 | 279 | -25,00 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 4.802 | 0,10 | 711 | 3,34 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 1.881 | -33,32 | 270 | -31,99 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 22.906 | -22,21 | 3.287 | -20,80 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 12.315 | -9,07 | 1.824 | -6,18 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 1.422 | 2,08 | 204 | 4,08 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 40.382 | 0,81 | 5.981 | 4,02 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 17 | 2 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 17.763 | 0,58 | 2.631 | 3,79 | ||||
| 2026-01-29 | 13F | Hegarty Advisors, LLC | 15.925 | 2.286 | ||||||
| 2026-02-05 | 13F | Blue Water Asset Management | 10.397 | 1.492 | ||||||
| 2026-02-10 | 13F | Elgethun Capital Management | 3.700 | 0,00 | 531 | 2,12 | ||||
| 2025-11-07 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 200 | -53,16 | 30 | -52,46 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 65.546 | 1,74 | 9.407 | 3,60 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11.600 | 3,76 | 1.718 | 7,04 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 5.375 | -33,10 | 796 | -30,96 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 1.600 | -99,43 | 230 | -99,43 | |||
| 2025-11-12 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 10.031 | 1,18 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 15.889 | 49,28 | 2.353 | 54,09 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 4.419 | 6,46 | 1 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 4.803 | 15,48 | 689 | 17,58 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 4.203 | -1,55 | 592 | 4,04 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 39.545 | -15,09 | 5.857 | -12,37 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 2.963 | -6,23 | 460 | -0,86 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 16.251 | -1,27 | 2.332 | 0,52 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 1.370 | 203 | ||||||
| 2026-02-05 | 13F | Chase Investment Counsel Corp | 2.346 | 0 | ||||||
| 2026-02-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 25.036 | -4,52 | 3.593 | -2,76 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 9.116 | 78,64 | 1.355 | 88,46 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 21.529 | 0,42 | 3.090 | 2,25 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 3.420 | -15,72 | 491 | -14,19 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 334 | 3,09 | 48 | 4,44 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 12.177 | 1,41 | 1.748 | 3,25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.875 | 0,10 | 426 | 3,16 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 6.054 | -9,86 | 897 | -6,96 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5.586 | 827 | ||||||
| 2026-01-29 | 13F | Blodgett Wealth Advisors, Llc | 2.107 | 0,00 | 302 | 2,03 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 2.257 | 324 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.869.900 | -7,42 | 268.368 | -5,74 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 39 | -96,77 | 6 | -97,11 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 211.687 | 0,61 | 30.381 | 2,35 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.723 | 5,50 | 1.539 | 7,40 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.156 | 0,20 | 1.060 | 3,32 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 760 | 109 | ||||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 2.000 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Trust Co | 32.062 | -3,57 | 4.748 | -0,48 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 1.855 | 2,77 | 275 | 5,79 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 7.710 | 227,25 | 1.107 | 233,13 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.385 | -22,28 | 205 | -19,61 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 205.231 | 7,13 | 29.455 | 9,08 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 9.838 | 338,80 | 1.412 | 346,52 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 64.440 | 64 | ||||||
| 2025-10-29 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 2.485 | -15,04 | 368 | -12,17 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 12.291 | 0,00 | 1.764 | 1,85 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 54.181 | 0,31 | 7.776 | 2,13 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 3.001 | 0,00 | 431 | 1,90 | ||||
| 2026-02-10 | 13F | Strategic Advisors LLC | 33.096 | 435,36 | 4.750 | 445,24 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 223 | 0,00 | 32 | 3,23 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 1.663 | 5,52 | 239 | 7,21 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 4.532 | 0,02 | 650 | 1,88 | ||||
| 2025-10-30 | 13F | Cooksen Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 63.029 | -6,30 | 9.335 | -3,30 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 4.888 | 0,00 | 724 | 3,14 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 26.948 | 3,39 | 3.868 | 5,31 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 25.678 | 11,34 | 3.803 | 14,07 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 52.866 | 694,02 | 7.830 | 719,79 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 7.720.006 | 3,69 | 1.107.975 | 5,58 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 20.145 | 2.891 | ||||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 1.471 | 0,20 | 211 | 2,43 | ||||
| 2026-02-02 | 13F | Altrius Capital Management Inc | 3.784 | 8,42 | 543 | 10,59 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 2.485 | 6.112,50 | 357 | 7.020,00 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 2.540 | 0,00 | 365 | 1,96 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 318.956 | -3,42 | 45.776 | -1,66 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 6.077 | 5,01 | 872 | 6,99 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 11.417 | -3,41 | 1.639 | -1,62 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 211.254 | 105,12 | 31 | 121,43 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 8.647 | 0,01 | 1.241 | 1,81 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 3.055 | 0,07 | 452 | 3,20 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6.318 | -3,50 | 936 | -0,43 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 1.562 | -4,17 | 231 | -0,86 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.570 | 22,64 | 529 | 26,62 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 65.604 | -14,86 | 9.415 | -12,19 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 7.890 | 1.132 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 900 | 133 | ||||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 48.133 | 6,96 | 6.908 | 8,91 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 4.580 | 6,24 | 678 | 9,71 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 31.737 | 58,86 | 4.555 | 61,78 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 82.336 | 2,60 | 12.194 | 5,87 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 24.645 | 3,93 | 3.650 | 7,23 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 1.874 | 0,43 | 269 | 1,90 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 31.215 | -18,62 | 4.842 | -12,06 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 1.398 | 0,00 | 207 | 3,50 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 3.261 | 0,03 | 483 | 3,21 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 63.941 | -6,56 | 9 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 61.506 | 2,20 | 9.109 | 5,46 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 2.067 | 0,29 | 297 | 2,07 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 41.525 | 25,82 | 5.960 | 28,12 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 3.593 | 0,00 | 516 | 1,78 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 5.062 | 0,54 | 727 | 2,40 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 22.059 | 1,57 | 3.166 | 3,40 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 3.960 | 7,58 | 587 | 10,98 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21.918 | 2,55 | 3.246 | 5,80 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 1 | -99,93 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 12.321 | 0,00 | 1.737 | 0,00 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 16.691 | 4,42 | 2.472 | 7,72 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 7.201 | 0,49 | 1.066 | 3,70 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 48.002 | 0,00 | 6.889 | 0,00 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 6.467 | 5,53 | 928 | 6,67 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1.795 | 0,34 | 266 | 3,52 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 28.895 | 0,31 | 4.279 | 3,51 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 39.572 | -1,04 | 5.861 | 2,13 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 11.088 | 97,51 | 1.591 | 101,14 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 6.996 | 22,82 | 1.004 | 25,19 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 33.231 | -0,29 | 4.769 | 1,53 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 4.073 | 0,00 | 584 | 1,74 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 480.281 | 1,09 | 68.930 | 2,93 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 2.766 | -1,81 | 410 | 1,24 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moller Financial Services | 2.489 | 0,48 | 369 | 3,66 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 48.900 | 0,05 | 7.257 | 5,36 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 3.016 | 0,03 | 447 | 3,24 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.420.355 | 4,69 | 203.849 | 6,59 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 11.606 | -0,44 | 1.719 | 2,69 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 22.592 | -15,68 | 3.242 | -14,14 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 3.780 | 0,00 | 560 | 3,14 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 20.228 | -27,21 | 2.996 | -24,90 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.624 | 685 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 5.509 | -0,94 | 816 | 2,13 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 2.163 | -4,42 | 320 | -1,23 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4.750 | 1,34 | 703 | 4,61 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 1.445 | 214 | ||||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1.892 | 1,01 | 280 | 4,48 | ||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 6.988 | 1.003 | ||||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1.500 | -2,47 | 222 | 0,91 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 790.209 | -2,28 | 113.411 | -0,50 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 51.985 | -2,88 | 7.699 | 0,21 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.980 | 31,74 | 287 | 43,00 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 38.769 | -15,38 | 5.564 | -13,83 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 3.396 | -14,50 | 488 | -12,88 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 140 | 0,00 | 21 | 5,00 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 3.727 | -16,58 | 552 | -13,88 | ||||
| 2025-11-12 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 15.247 | 3,32 | 2.258 | 6,66 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 35.296 | 2,99 | 5.066 | 4,87 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 4.863 | 0,06 | 720 | 3,30 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 189.823 | -0,83 | 28.113 | 2,33 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 7.653 | 56,34 | 1.098 | 59,36 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2.683 | -18,28 | 385 | -16,67 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 1.354 | 194 | ||||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 5.691 | 136,34 | 817 | 140,71 | ||||
| 2026-01-29 | 13F | UBS Group AG | 2.878.253 | -1,13 | 413.087 | 0,67 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 1.874 | 0,00 | 278 | 3,36 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 3.428 | 18,70 | 492 | 20,64 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 11.577 | 50,02 | 1.715 | 3,75 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 450 | 0,00 | 67 | 3,13 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 66.686 | 9.571 | ||||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 35.765 | -94,01 | 5.133 | -93,90 | ||||
| 2026-02-13 | 13F | Potentia Wealth | 1.554 | 0,00 | 223 | 1,83 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 5.382 | 772 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Schubert & Co | 6.627 | 0,00 | 981 | 3,15 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 285 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 61.520 | 3,04 | 8.829 | 4,92 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 2.240 | 0,00 | 321 | 1,90 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 331.376 | 1,34 | 49.077 | 4,57 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 4.217 | 76,67 | 605 | 80,06 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 1.000 | 0,00 | 144 | 2,14 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 177 | 25 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 6.825 | -40,00 | 1.011 | -38,11 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 577 | 0,00 | 85 | 3,66 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 46.394 | -1,01 | 7.195 | 0,47 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2.751.727 | 3,99 | 373.083 | 0,03 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8.031 | -5,28 | 1.189 | -2,22 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 3.632 | 19,79 | 540 | 26,23 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 4.912 | 0,00 | 705 | 7,65 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 1.518 | 0,53 | 225 | 3,70 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 47.200 | -7,18 | 6.990 | -4,21 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 15.288 | -1,74 | 2.194 | 0,09 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 7.488 | -1,51 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 87.951 | -7,41 | 13.026 | -4,46 | ||||
| 2026-04-21 | 13F | Creekside Partners | 13.698 | 0,04 | 2.029 | 3,21 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 74.318 | 74,55 | 11 | 66,67 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 42.889 | -0,14 | 6.200 | 2,41 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 3.829 | 36,21 | 550 | 38,64 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 1.906 | 1,06 | 282 | 4,44 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 3.172 | 71,27 | 455 | 74,33 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.832 | 48,13 | 694 | 50,98 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 24.566 | 18,30 | 3.638 | 22,08 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.603 | 0,00 | 230 | 2,22 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 1.465 | 206 | ||||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 2.203 | 0,00 | 326 | 3,16 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 4.337 | -2,23 | 623 | -0,48 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.574 | -3,14 | 233 | 0,00 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 81.041 | 5,71 | 11.631 | 7,63 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 167.178 | 323,73 | 24.734 | 336,82 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 34 | 5 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 820.249 | 2,79 | 117.722 | 4,66 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 120.717 | -7,55 | 17.325 | -5,86 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 77.953 | 2,06 | 11.188 | 3,92 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 3.842 | 8,96 | 571 | 15,15 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 40.875 | -6,70 | 5.866 | -4,99 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 5.678 | 0,00 | 815 | 1,88 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.455.086 | 6,15 | 208.901 | 8,79 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 7.472 | 3,56 | 1.072 | 5,51 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 70.750 | 3,98 | 10.154 | 5,88 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2.019 | -7,77 | 299 | -5,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.483 | 3,02 | 4.366 | 6,31 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 67.397 | 154,45 | 9.673 | 159,09 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 5.876 | 68,03 | 870 | 73,65 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 32.600 | -40,29 | 4.679 | -39,21 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 60.078 | 0,85 | 8.622 | 2,69 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 3.075 | 0,00 | 441 | 1,85 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 39.029 | 0,41 | 5.780 | 3,62 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 14 | 0,00 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 9.264 | -0,09 | 1.330 | 1,76 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 6.194 | 889 | ||||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 41.365 | 7,48 | 6.126 | 10,92 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.000 | 296 | ||||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 6.800 | 1,49 | 1.007 | 4,79 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 2.902 | 13,80 | 417 | 15,88 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 205.856 | 2,19 | 30.487 | 5,45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 9.884 | 2,20 | 1.462 | 5,41 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 124.693 | 18.467 | ||||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 6.931 | 0,89 | 995 | 2,69 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 6.131 | -74,10 | 908 | -73,31 | ||||
| 2026-02-04 | 13F | Hikari Power Ltd | 2.430 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.836 | 145,11 | 568 | 153,57 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 13.516 | -1,21 | 1.940 | 0,57 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Northern Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 224.100 | 1,74 | 33.189 | 4,99 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.237 | -1,02 | 331 | 2,16 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 19.709 | 0,06 | 2.919 | 3,22 | ||||
| 2026-01-26 | 13F | Midland Wealth Advisors Llc | 9.574 | 0,00 | 1.374 | 1,85 | ||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 36.999 | 0,01 | 5.310 | 1,84 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.303 | 4,62 | 489 | 10,14 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 12.785 | -5,49 | 1.835 | -3,78 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 933.014 | 3,68 | 133.906 | 5,57 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 3.758 | 539 | ||||||
| 2026-04-24 | 13F | United Community Bank | 20.038 | 40,49 | 2.968 | 44,94 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 14.326 | 0,53 | 2.056 | 2,39 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 829.110 | 8,93 | 118.994 | 10,91 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 97.565 | -0,13 | 14 | 7,69 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.472 | 0,00 | 929 | 0,00 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 201.563 | -3,85 | 28.928 | -2,09 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 457.412 | 5,24 | 67.743 | 8,60 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.840 | 0,00 | 273 | 3,03 | ||||
| 2026-02-11 | 13F | Weik Capital Management | 1.945 | -1,52 | 279 | 0,36 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 23.158 | 1,72 | 3.324 | 3,58 | ||||
| 2026-02-06 | 13F | Texas Bank & Trust Co | 2.646 | 0,00 | 380 | 1,88 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 693 | 100 | ||||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 3 | -99,90 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 45.006 | 19,71 | 6.459 | 21,91 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 5.822 | 836 | ||||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 40.291 | -1,20 | 5.967 | 1,97 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1.985 | 0,00 | 294 | -0,34 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 1.572 | 0,38 | 226 | 2,27 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 1.932 | 0,31 | 277 | 2,21 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 15.009 | 0,00 | 2.223 | 3,16 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 52.324 | -7,54 | 7.749 | -4,58 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 3.458 | 46,71 | 496 | 49,40 | ||||
| 2026-01-07 | 13F | Holistic Financial Partners | 2.183 | 0,00 | 313 | 1,95 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 8.229 | 0,30 | 1.219 | 3,48 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 12.219 | -76,55 | 1.754 | -76,13 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2.018 | 2,91 | 290 | 4,71 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 138.090 | 0,00 | 20.451 | 3,19 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 157 | 0,00 | 23 | 0,00 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 32.682 | 5,83 | 4.691 | 7,74 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 187.912 | 1,00 | 27.830 | 4,22 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 41.351 | -0,03 | 6.124 | 3,17 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 2.011 | 33,18 | 289 | 35,85 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 8.112 | -0,69 | 1.201 | 2,47 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 514 | 74 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 94.578 | 86,12 | 14.007 | 92,09 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 2.113 | 0,00 | 313 | 2,97 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 935 | 10,91 | 138 | 15,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 119.401 | 17 | ||||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 1.403 | 0,00 | 208 | 2,99 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 2.024 | -0,15 | 290 | 1,75 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.409 | 0,38 | 357 | 3,49 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 70.271 | 2,77 | 10.085 | 4,65 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 27.147 | -7,33 | 3.896 | -5,62 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 1.820 | 0,00 | 270 | 3,07 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 1.432 | 0,00 | 219 | 6,83 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 2.311 | 10,89 | 342 | 14,38 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 4.534 | 0,00 | 671 | 3,23 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 43.894 | -0,13 | 6.300 | 1,70 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 100.404 | 1,93 | 14.870 | 5,18 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 2.040 | -3,77 | 293 | -2,01 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 27.170 | 3.899 | ||||||
| 2026-02-05 | 13F | Rossmore Private Capital | 11.079 | 0,00 | 1.590 | 1,86 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 1.863 | -38,21 | 267 | -37,03 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 12.231 | 59,82 | 1.755 | 62,50 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 3.529 | -42,19 | 523 | -40,41 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 1.766 | 0,00 | 262 | 3,16 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 3.653 | 0,00 | 541 | 3,24 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 179.036 | -9,38 | 26.515 | -6,49 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 2.814 | -1,75 | 404 | 0,00 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 1.816 | 261 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 77.292 | 11.447 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 25.522 | -1,16 | 3.663 | 0,63 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 28.239 | -9,87 | 4.053 | -8,24 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 13.521 | 1,46 | 1.906 | 7,26 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.354 | 200 | ||||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 19.192 | 0,02 | 2.842 | 3,20 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 4.393 | 0,00 | 651 | 3,17 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 3.107 | -30,16 | 446 | -29,37 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 2.723 | 384 | ||||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 2.014 | 0,65 | 289 | 2,85 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 23.231 | 0,14 | 3.441 | 114.600,00 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 37.330 | 0,32 | 5.719 | -1,80 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3.837 | -2,37 | 568 | 0,71 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.460 | 1,57 | 1.645 | 3,40 | ||||
| 2025-10-30 | 13F | WFA Asset Management Corp | 581 | 0,69 | 75 | 8,82 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 54.752 | 6,50 | 8.109 | 9,89 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 10.648 | 0,00 | 1.577 | 3,14 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 1.642 | 0,61 | 243 | 3,85 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 23.407 | 2,54 | 3.359 | 4,41 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 10.363 | 1.487 | ||||||
| 2026-02-02 | 13F | Sachetta, LLC | 1.170 | -4,10 | 168 | -2,91 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 164.293 | -0,40 | 23.579 | 1,53 | ||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.638 | 0,00 | 243 | 2,98 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 168.719 | -5,41 | 24.215 | -3,69 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 4.122 | 592 | ||||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 11.064 | 5,23 | 1.588 | 7,16 | ||||
| 2025-11-06 | 13F | Aegis Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 2.537 | 364 | ||||||
| 2026-02-11 | 13F | Fca Corp /tx | 12.240 | 1,82 | 1.757 | 3,66 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 800 | -10,31 | 119 | -7,09 | ||||
| 2026-04-28 | 13F | Lee Danner & Bass Inc | 3.992 | -30,67 | 591 | -28,45 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.792 | -28,66 | 265 | -26,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 141.814 | 20,24 | 20.357 | 22,45 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8.745 | 0,10 | 1.295 | 3,35 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 45 | 9,76 | 6 | 20,00 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 33.466 | 9,80 | 4.803 | 11,78 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 124.045 | -1,43 | 17.803 | 0,37 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 20.708 | 0,00 | 2.972 | 1,85 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 2.107 | 0,00 | 302 | 2,03 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 576 | -5,26 | 85 | -2,30 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 54.491 | -1,21 | 8.070 | 1,95 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 55.328 | 0,23 | 7.941 | 2,06 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 41.503 | 0,98 | 6.147 | 4,19 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 7.680 | 24,17 | 1.102 | 28,14 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 1.466 | 0,00 | 217 | 3,33 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 7.595 | 6,09 | 1.090 | 8,03 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 3 | 0,00 | 0 | |||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 6.433 | 11,72 | 953 | 15,25 | ||||
| 2026-02-10 | 13F | MY Wealth Management Inc. | 2.014 | 0,00 | 289 | 2,12 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 25.512 | 0,00 | 3.661 | 1,84 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 4.045 | -24,48 | 580 | -23,08 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 18.950 | -0,71 | 2.807 | 2,45 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 28.904 | -0,59 | 4.281 | 2,59 | ||||
| 2026-02-17 | 13F | Creative Planning | 3.618.754 | 1,22 | 519.364 | 3,07 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 11.922 | 56,97 | 1.766 | 62,08 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 34.446 | 0,00 | 4.944 | 1,81 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 3.349 | -4,40 | 481 | -2,64 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 15.567 | -1,27 | 2.234 | 0,54 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 169.422 | -2,38 | 25.091 | 0,74 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.881 | 5,20 | 270 | 6,75 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.117 | -47,73 | 160 | -46,67 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 20.632 | 16,29 | 2.774 | 10,96 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 9.427 | -45,90 | 1.353 | -44,95 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2.768 | -21,07 | 424 | -18,97 | ||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 3.073 | 0,00 | 441 | 1,85 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 46.554 | 1,69 | 6.895 | 4,93 | ||||
| 2026-02-17 | 13F | Alpine Woods Capital Investors, Llc | 3.200 | 0,00 | 459 | 1,77 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 3.635 | 522 | ||||||
| 2026-04-21 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.016 | -5,52 | 1.335 | -2,48 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 33.063 | -0,09 | 4.745 | 1,74 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 4.383 | 0,00 | 649 | 3,18 | ||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 10.799 | 1.631 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.065 | 5,65 | 454 | 8,89 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.090.230 | 8,26 | 156 | 10,64 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 2.797 | 0,00 | 414 | 3,24 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 1.778 | -21,57 | 255 | -20,06 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 2.532 | -0,28 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 11.467 | 3,60 | 1.698 | 6,93 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 1.721 | 247 | ||||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 307 | 0,00 | 44 | 2,33 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 37.278 | 54,26 | 5.521 | 59,17 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9.937 | 1,80 | 1.472 | 5,07 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 7.827 | 0,00 | 1.159 | 3,21 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 30.844 | -3,19 | 4.568 | -0,11 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 2.633 | 0,00 | 378 | 1,62 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 1.897 | 0,00 | 281 | 2,94 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 41.636 | 7,07 | 6.166 | 10,48 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 14.476 | -29,30 | 2.144 | -27,06 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 8.575 | -1,87 | 1.231 | -0,08 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 1.600 | -7,83 | 237 | -5,22 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 89.645 | 1.071,22 | 12.866 | 1.093,41 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 21.823 | -0,48 | 3.132 | 1,36 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 112 | -23,81 | 16 | -20,00 | ||||
| 2026-02-05 | 13F | Sound Portfolio Advisors, LLC | 5.123 | 735 | ||||||
| 2026-02-03 | 13F | Channel Wealth Llc | 2.869 | 18,36 | 412 | 20,53 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 26.558 | 1,75 | 3.812 | 3,62 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 11.219 | 1.610 | ||||||
| 2026-04-24 | 13F | Wealth Care LLC | 47.200 | 6.990 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.476 | 0,00 | 219 | 3,32 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.963 | 3,12 | 587 | 6,35 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 54.316 | 10.426,36 | 73 | 5,88 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 594 | 85 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 11.269 | 12,38 | 1.725 | 19,81 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 12.926 | 2,08 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 25.714 | -7,55 | 3.808 | -4,61 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 12.895 | 10,85 | 1.851 | 12,87 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 8.379 | 2,31 | 1.241 | 5,53 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 40.007 | -4,59 | 5.771 | -3,46 | ||||
| 2026-02-12 | 13F | Stelac Advisory Services LLC | 979 | 0,00 | 141 | 2,19 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.202.996 | 1,61 | 1.464.334 | 3,46 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.820.119 | 5,33 | 978.823 | 7,25 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1.672 | -0,06 | 248 | 2,92 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 18.260 | -18,40 | 2.621 | -16,93 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 46.026 | 1,96 | 6.606 | 3,82 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 66.286 | -9,37 | 9.513 | -7,71 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 171.583 | 0,58 | 25.411 | 3,79 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2.871 | -44,11 | 425 | -42,33 | ||||
| 2026-02-17 | 13F | Bank OZK | 2.010 | 0,00 | 288 | 1,77 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.214 | -1,62 | 180 | 1,13 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 3.461 | 0,00 | 497 | 1,85 | ||||
| 2026-04-10 | 13F | Auto-Owners Insurance Co | 1.035.700 | 0,00 | 153.387 | 3,19 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 68.960 | -0,09 | 9.897 | 109.866,67 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 13.193 | 1.893 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 303 | -26,63 | 45 | -25,42 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 700.928 | 17.493,57 | 100.597 | 17.831,73 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.697 | -0,13 | 1.035 | 7,59 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 472 | 0,00 | 70 | 2,99 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.858 | 0,00 | 571 | 3,25 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 296.771 | 3.723,88 | 42.592 | 3.796,80 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Libra Wealth Llc | 4.429 | -1,49 | 656 | 1,55 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 180.206 | 32,01 | 26.689 | 36,23 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 4.502 | 2,27 | 646 | 4,19 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 1.452 | 0,00 | 208 | 1,96 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 19.544 | -4,48 | 2.894 | -2,26 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 55.069 | 49,06 | 7.903 | 51,78 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 956 | 0,00 | 137 | 2,24 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 60.117 | 7,62 | 8.903 | 11,05 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 4.715 | 677 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 66.999 | 0,73 | 9.616 | 2,56 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 17.960 | 29,75 | 2.660 | 33,89 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 275.353 | -4,87 | 42.710 | 2,81 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 19.784 | 0,09 | 2.839 | 1,90 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 1.621 | 1,76 | 233 | 3,57 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 100.000 | 7,99 | 14.352 | 9,96 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 4.475 | -1,52 | 642 | 0,31 | ||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 4.379 | 0,67 | 628 | 2,45 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 102.056 | 2,68 | 14.647 | 4,56 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 50.376 | 7.230 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 12.594 | -2,45 | 1.865 | 0,70 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 116.090 | 1,65 | 16.661 | 3,50 | ||||
| 2026-02-17 | 13F | Cdkv Holdings Llc | 634 | 91 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 552.464 | 39,42 | 81.819 | 43,87 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.949.873 | 1,90 | 289 | 5,11 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 5.845 | 0,22 | 839 | 1,95 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 23.013 | -4,98 | 3.408 | -1,96 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 2.504 | -0,32 | 359 | 1,41 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 5.600 | 0,00 | 829 | 3,24 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 11.861 | -0,39 | 1.816 | 6,32 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 11.819 | -11,26 | 1.696 | -9,64 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 100.807 | -1,64 | 14.468 | 0,15 | ||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 5.595 | 803 | ||||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 34.325 | 72,26 | 5.083 | 77,79 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 1.316 | 0,61 | 189 | 2,17 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.629 | -7,91 | 241 | -4,74 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 4.194 | -48,32 | 621 | -46,65 | ||||
| 2026-01-21 | 13F | Culbertson A N & Co Inc | 27.553 | 0,00 | 3.954 | 1,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 521.283 | 175,44 | 74.815 | 180,49 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 497 | 74 | ||||||
| 2026-01-16 | 13F | Birchcreek Wealth Management, LLC | 9.900 | -4,13 | 1.421 | -2,41 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 4.921 | 0,65 | 706 | 2,47 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 79.793 | 959,11 | 11.817 | 993,15 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 8.390 | -0,31 | 1.243 | 2,90 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 6.321 | 0,06 | 907 | 1,91 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 15.803 | -1,60 | 2.268 | 0,22 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 27.962 | 4.141 | ||||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 27.165 | 0,60 | 3.899 | 1,38 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 101.796 | 157,08 | 14.610 | 161,76 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 2.722 | -0,22 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 4.854 | -1,42 | 719 | 1,70 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 1.956 | -52,94 | 290 | -51,51 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 2.468 | 2,66 | 354 | 4,73 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 42.927 | -7,41 | 6.357 | -4,45 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 50.530 | 22,76 | 7.483 | 26,68 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 25.044 | 7,26 | 3.620 | 10,37 | ||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 183.920 | 50,81 | 26.396 | 53,56 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 1.783 | 0,00 | 256 | 1,59 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 2.650 | 0,00 | 392 | 3,16 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 4.524 | 0,22 | 670 | 3,55 | ||||
| 2026-01-21 | 13F | Base Wealth Management LLC | 1.453 | -0,27 | 209 | 1,46 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 6.368 | -1,91 | 947 | 3,50 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 2.488 | -17,15 | 357 | -15,60 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 10.966 | 0,00 | 1.624 | 3,24 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 260.827 | 13,41 | 36.875 | 13,75 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 57.833 | 0,44 | 8.565 | 3,65 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 327.388 | 8,72 | 46.987 | 10,70 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 23 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Steffes Financial, Ltd. | 19.880 | 2.853 | ||||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 6.108 | 0,02 | 905 | 3,20 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 5.017 | 4,41 | 720 | 6,35 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 14.051 | -5,43 | 2.017 | -3,72 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 7.707 | 0,61 | 1.106 | 2,50 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 45.822 | -1,28 | 6.786 | 1,88 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 1.631 | 234 | ||||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 11.457 | -0,31 | 1.644 | 1,54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 401 | 0,75 | 59 | 3,51 | ||||
| 2026-01-30 | 13F | WoodTrust Financial Corp | 5.650 | 4,42 | 1 | |||||
| 2026-04-15 | 13F | City Holding Co | 1.357 | 0,00 | 201 | 3,09 | ||||
| 2026-01-21 | 13F | Martel Wealth Advisors Inc | 726.001 | 2,47 | 104.196 | 4,34 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 76.495 | -1,71 | 11.329 | 1,43 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 376.906 | 11,75 | 55.820 | 15,32 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 1.911 | 0,00 | 283 | 3,28 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 31.186 | 4,70 | 4.619 | 8,05 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 5.167 | 0,00 | 742 | 1,79 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 19.883 | 0,00 | 2.945 | 3,19 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 4.266 | 0,05 | 612 | 2,00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7.779 | 31,51 | 1.148 | 37,65 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 25.962 | 1,95 | 3.845 | 5,20 | ||||
| 2026-04-21 | 13F | SWS Partners | 4.266 | 0,28 | 632 | 3,44 | ||||
| 2026-02-03 | 13F | Horrell Capital Management, Inc. | 185 | 0,00 | 27 | 0,00 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 19.187 | -3,20 | 2.754 | -1,43 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 65.036 | -8,07 | 9.632 | -5,13 | ||||
| 2026-02-12 | 13F | RMR Capital Management, LLC | 2.305 | 0,00 | 331 | 1,85 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 284 | -25,07 | 41 | -24,53 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 2.023 | -53,59 | 290 | -52,77 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.237 | 0,00 | 321 | 1,90 | ||||
| 2026-04-07 | 13F | Eastern Bank | 6.059 | 186,07 | 897 | 196,04 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 1.487 | 220 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.900 | -4,86 | 281 | -1,75 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.619 | 0,53 | 536 | 3,68 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.322 | 0,00 | 344 | 3,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.379 | 9,07 | 2.722 | 12,53 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39.059 | -0,34 | 5.606 | 1,47 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 57.835 | 16,79 | 8.565 | 20,51 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 26.721 | 1,99 | 3.835 | 3,85 | ||||
| 2026-02-06 | 13F | AF Advisors, Inc. | 118.864 | 50,72 | 17.059 | 53,48 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 45.920 | -2,21 | 6.801 | 0,91 | ||||
| 2026-01-21 | 13F | Hrc Wealth Management, Llc | 2.829 | 10,46 | 406 | 12,19 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 61.650 | 0,00 | 8.848 | 0,00 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 29.519 | -0,35 | 4.237 | 1,46 | ||||
| 2026-02-11 | 13F | Monetary Management Group Inc | 75 | 0,00 | 11 | 0,00 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 8.997 | 3,50 | 1.332 | 6,82 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 244.332 | 18,84 | 35.067 | 21,00 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 101.238 | -0,62 | 14.530 | 1,19 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 1.437 | 0,07 | 213 | 2,91 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5.420 | 2,17 | 803 | 5,39 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 15.372 | 7,54 | 2.206 | 9,53 | ||||
| 2026-01-22 | 13F | Campbell Deegan Wealth Management, LLC | 1.981 | 0,66 | 284 | 2,53 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 502 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 280.996 | 4,09 | 40.328 | 5,99 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 1.428 | 0,00 | 211 | 3,43 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5.307 | -1,30 | 786 | 1,82 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 17.165 | 0,00 | 2.542 | 3,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 83.348 | 39,39 | 11.962 | 41,93 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 1.743 | 250 | ||||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 83.782 | 3,04 | 12.280 | 7,15 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 4.535 | 0,00 | 672 | 3,23 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4.415 | 35,30 | 654 | 39,53 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 1.048 | 64,78 | 150 | 68,54 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 2.617 | -1,54 | 388 | 1,57 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 2.914 | -4,02 | 432 | -0,92 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 74.438 | 0,64 | 11.024 | 3,85 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 32.390 | 9,89 | 5 | 0,00 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 51.610 | -20,43 | 7.986 | -20,94 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 2.394 | 0,55 | 344 | 2,39 | ||||
| 2026-04-10 | 13F | Novem Group | 137.293 | 1.055,37 | 20.333 | 1.092,55 | ||||
| 2026-02-02 | 13F | Headinvest, Llc | 102.006 | 0,52 | 14.640 | 2,34 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 56.919 | 8.169 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 88.252 | -2,49 | 12.704 | -0,42 | ||||
| 2026-02-14 | 13F | New Insight Wealth Advisors | 12.870 | -6,82 | 1.847 | -5,09 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.874 | 2,46 | 278 | 5,73 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 10.814 | -3,31 | 1.552 | -1,52 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 2.437 | 0,04 | 350 | 1,75 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 21.611 | -12,25 | 3.201 | -9,45 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 1.944 | 0,05 | 297 | 8,79 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.333 | 462,45 | 197 | 496,97 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.798 | -50,01 | 258 | -49,01 | ||||
| 2026-02-04 | 13F | Fusion Capital, LLC | 4.591 | 0,53 | 659 | 2,49 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10.007 | 0,59 | 1.482 | 3,85 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 11.566 | 5,13 | 1.660 | 7,03 | ||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 18.267 | 21,51 | 2.622 | 23,75 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 1.670 | -6,76 | 247 | -3,89 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 4.462 | 640 | ||||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 1.900 | 0,00 | 273 | 1,87 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 3.305 | 0,00 | 478 | 3,69 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 909.000 | 1,97 | 130.460 | 3,83 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 3.903 | 560 | ||||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 18.142 | 1,16 | 2.687 | 4,39 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3.905 | 15,70 | 578 | 19,42 | ||||
| 2026-02-03 | 13F | Fsb Premier Wealth Management, Inc. | 4.296 | 13,95 | 617 | 16,01 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 12.437 | -10,92 | 1.785 | -9,30 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Breachway Investments LLC | 3.351 | 0,09 | 496 | 3,13 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 97.455 | 4,55 | 13.987 | 6,45 | ||||
| 2026-02-13 | 13F | Aft, Forsyth & Company, Inc. | 3.725 | 0,16 | 535 | 1,91 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 161.299 | 5,00 | 23.150 | 6,92 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.161 | 3,00 | 616 | 6,39 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 104.004 | 1,05 | 15.403 | 4,28 | ||||
| 2026-02-14 | 13F | Pointe Capital Management LLC | 98.378 | -0,79 | 14.119 | 1,02 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 2.859 | -1,00 | 410 | 0,74 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 2.230 | 0,00 | 330 | 3,13 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Montis Financial, LLC | 171.246 | -1,02 | 24.577 | 0,79 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 41 | 2,50 | 6 | 0,00 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 135 | 0,00 | 19 | 0,00 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 4.740 | 0,00 | 1 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 6.902 | 26,36 | 1.022 | 30,52 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 13.672 | -2,02 | 2.025 | 1,10 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.220 | 27,04 | 749 | 29,36 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 13.749 | -0,79 | 1.973 | 1,02 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.596 | 44,62 | 1.569 | 49,29 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 3.446 | 0,55 | 495 | 2,28 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 32.101 | 0,88 | 4.607 | 2,72 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 594 | 85 | ||||||
| 2026-01-21 | 13F | V2 Financial group LLC | 6.200 | 0,00 | 890 | 1,83 | ||||
| 2026-02-10 | 13F | Main Management LLC | 3.166 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Kirtland Hills Capital Management, Llc | 2.527 | 52,05 | 363 | 54,70 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 350 | 0,00 | 50 | 2,04 | ||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 6.065 | 0,00 | 898 | 3,22 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 8.880 | 1.274 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 2.511 | 0,00 | 372 | 3,06 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 3.760 | 66,37 | 540 | 69,50 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 1.388 | -25,50 | 206 | -23,22 | ||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 7.907 | -0,85 | 1.135 | 0,89 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 31.297 | 78,07 | 4.619 | 88,15 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.361 | 8,54 | 646 | 10,82 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 67.477 | 2,77 | 9.684 | 4,65 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 6.955 | -2,18 | 1.030 | 0,98 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 38.520 | -15,50 | 5.705 | -12,81 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 12.870 | -5,51 | 1.847 | -3,75 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 21.822 | -0,81 | 3.232 | 2,34 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 4.444 | -2,95 | 638 | -1,24 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.433 | -96,48 | 212 | -96,37 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 62.172 | 2,94 | 9.208 | 6,22 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 5.031 | 0,00 | 745 | 3,19 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1.431 | 205 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 7.027 | 0,57 | 1.041 | 3,79 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 2.122 | 0,66 | 314 | 3,97 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 64.091 | -1,16 | 9.198 | 0,65 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 236 | 15,69 | 35 | 17,24 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 46.879 | 11,72 | 6.728 | 13,76 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 41 | 6 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 382.664 | 1,53 | 56.673 | 4,77 | ||||
| 2026-02-06 | 13F | Entrust Financial Llc | 1.196 | 172 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 6.602 | -2,05 | 947 | -0,21 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 2.211 | 317 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 1.749 | -0,57 | 259 | 1,57 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 530 | 78 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 3.938 | 0,00 | 583 | 3,19 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 2.211 | 317 | ||||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 2.096 | -94,64 | 301 | -90,87 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2.059 | 0,00 | 305 | 3,05 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 49.005 | 0,74 | 7.033 | 2,58 | ||||
| 2026-02-11 | 13F | Private Management Group Inc | 1.396 | 200 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 7.915 | 100,68 | 1.172 | 107,43 | ||||
| 2026-01-30 | 13F | Opus Capital Group, LLC | 210.973 | 0,40 | 30 | 3,45 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 1.386 | 205 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 47.543 | 4,40 | 7.041 | 7,74 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 4.542 | -12,23 | 652 | -10,70 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 79.783 | -3,58 | 11.450 | -1,83 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 21.134 | -0,28 | 3.130 | 2,89 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 4.825 | 3,52 | 692 | 5,49 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 10.333 | -0,55 | 1.483 | 1,23 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 18.473 | 7,88 | 2.651 | 9,86 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 13.640 | 4,43 | 2.020 | 7,79 | ||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 559 | -76,28 | 80 | -75,90 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36.139 | 0,43 | 5 | 0,00 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 18.944 | 0,00 | 2.719 | 1,80 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 71.472 | 20,16 | 10.585 | 24,00 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.782 | 0,13 | 560 | 3,32 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 4.383 | -6,94 | 649 | -3,85 | ||||
| 2026-02-03 | 13F | Ballast, Inc. | 144.777 | 20,95 | 20.778 | 23,16 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 24.559 | 1,63 | 3.525 | 3,49 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10.144 | -4,94 | 1.476 | -3,66 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 3.977 | 589 | ||||||
| 2026-02-04 | 13F | One Day In July LLC | 704.387 | 2,93 | 101.094 | 4,81 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 3.677 | 0,00 | 545 | 3,23 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13.222 | 13,14 | 1.958 | 16,76 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 250 | 400,00 | 36 | 400,00 | ||||
| 2026-02-17 | 13F | New England Asset Management Inc | 250.940 | 0,00 | 36.015 | 1,82 | ||||
| 2026-04-16 | 13F | Friday Financial | 3.499 | 0,00 | 518 | 3,19 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 1.450 | -3,27 | 208 | -1,42 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 529 | -69,86 | 76 | -69,64 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Stonegate Investment Group, LLC | 2.087 | 0,00 | 294 | 5,76 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 213.470 | -1,43 | 30.637 | 0,37 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 65.203 | 3,75 | 9.358 | 5,63 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bailard, Inc. | 5.722 | -65,14 | 821 | -64,50 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 130.654 | 13,03 | 19 | 12,50 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 4.208 | 19,07 | 623 | 22,88 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 10.057 | -0,03 | 1.489 | 3,19 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.279 | 0,49 | 338 | 3,69 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 9.471 | 3,32 | 1.359 | 5,19 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 2.310 | 0,00 | 342 | 3,32 | ||||
| 2026-02-12 | 13F | Betterment LLC | 27.042 | 3,24 | 4 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 204.322 | -1,75 | 29.324 | 0,04 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 1.774 | -30,35 | 263 | -28,22 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 49.210 | 0,16 | 7.063 | 1,99 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 695 | 100 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 30.183 | 14,59 | 4.590 | 20,13 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 1.790 | 0,39 | 265 | 3,92 | ||||
| 2026-02-05 | 13F | Integrated Investment Consultants, LLC | 12.807 | 0,00 | 1.838 | 1,83 | ||||
| 2026-02-09 | 13F | Accent Capital Management, LLC | 719 | 530,70 | 103 | 543,75 | ||||
| 2026-02-13 | 13F | Allie Family Office LLC | 11.795 | 0,00 | 1.693 | 1,81 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 35.157 | 9,42 | 5.207 | 12,90 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 5.652 | 0,00 | 811 | 1,88 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 11 | -50,00 | 2 | -66,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 184 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 23.901 | -0,22 | 3.430 | 1,60 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 7.440 | 0,95 | 1.131 | 7,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 4.139 | 2,05 | 594 | 4,03 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 8.826 | 0,00 | 1.267 | 1,77 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 1.588 | 0,13 | 0 | |||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 4.155 | -1,54 | 596 | 0,34 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 15.875 | 0,00 | 2.278 | 1,83 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 197.082 | -0,32 | 28.285 | 1,52 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 61.866 | 2,13 | 8.879 | 4,01 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 14.501 | 6,84 | 2.205 | 13,25 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 11.532 | 1.708 | ||||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 7.445 | 0,00 | 1.069 | 1,81 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 39.015 | -3,26 | 5.599 | -1,50 |
