Grundlæggende statistik
| Institutionelle ejere | 793 total, 793 long only, 0 short only, 0 long/short - change of 12,04% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4818 % - change of -13,62% MRQ |
| Institutionelle aktier (lange) | 68.217.504 (ex 13D/G) - change of 6,28MM shares 10,16% MRQ |
| Institutionel værdi (lang) | $ 5.955.382 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (US:VYMI) har 793 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 68,217,504 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Orgel Wealth Management, LLC, Captrust Financial Advisors, LPL Financial LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jones Financial Companies Lllp, and Royal Bank Of Canada .
Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (NasdaqGM:VYMI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 97,89 / share. Previously, on April 28, 2025, the share price was 75,67 / share. This represents an increase of 29,36% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 104 | 0,00 | 10 | 0,00 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 133.241 | 25,05 | 12.557 | 30,94 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 21.684 | 290,77 | 1.952 | 315,99 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 12.175 | -3,06 | 1.096 | 3,01 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 31.733 | -13,33 | 3 | -33,33 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 14.041 | 44,26 | 1.264 | 53,28 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 2.144 | 202 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 75.556 | 23,08 | 6.800 | 30,82 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 159.180 | 9,04 | 14.326 | 15,90 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.468 | 0,64 | 312 | 7,22 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1.661 | 6,27 | ||||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 22.821 | 1,72 | 2.054 | 8,11 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 2.251 | 203 | ||||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 4.144 | 0,73 | 391 | 5,41 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 126 | 1,61 | 11 | 10,00 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 35.527 | 11,83 | 3.197 | 18,85 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.058 | 275 | ||||||
| 2026-02-06 | 13F | Kimelman & Baird, LLC | 488 | 0,00 | 44 | 4,88 | ||||
| 2026-01-26 | 13F | Invested Advisors | 4.416 | 397 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 22.925 | 4,41 | 2.160 | 9,31 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 4.320 | 389 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21.962 | 64,45 | 2.070 | 72,27 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.988 | 0,96 | 179 | 7,23 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3.387 | 6,01 | 319 | 11,15 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 4.754 | 428 | ||||||
| 2025-10-30 | 13F | BIP Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 19.140 | 14,58 | 1.723 | 21,78 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 2.640 | 238 | ||||||
| 2026-02-02 | 13F | Breakwater Investment Management | 35.513 | 2,33 | 3.196 | 8,78 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 2.327 | 27,65 | 209 | 35,71 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 394.303 | 15,29 | 35.503 | 22,96 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 24.173 | -3,16 | 2.176 | 3,62 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 3.600 | 0,00 | 339 | 4,63 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 3.055 | 275 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 42.388 | -12,19 | 3.815 | -1,35 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 39.156 | -5,42 | 3.690 | -0,97 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 13.875 | 80,19 | 1.308 | 88,60 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 16.645 | -5,67 | 1.498 | 0,27 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 2.500 | 0,00 | 225 | 6,64 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 166.484 | -0,70 | 15 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 7.257 | 97,68 | 684 | 106,97 | ||||
| 2026-01-30 | 13F | Safe Harbor Family Capital, LLC | 39.889 | 3.590 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 17.377 | -47,84 | 1.564 | -30,87 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 414.165 | 1,02 | 39.031 | 5,77 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 18.610 | 0,79 | 1.675 | 7,10 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 37.673 | 535,72 | 3.391 | 576,65 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 244.253 | -2,40 | 23.018 | 2,20 | ||||
| 2026-04-21 | 13F | Maseco Llp | 23.159 | -6,08 | 2.183 | -1,62 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 6.713 | 67,57 | 604 | 78,17 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 3.433 | 0,94 | 309 | 6,94 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 17.112 | 3,20 | 1.540 | 9,69 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 34 | 3 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 2.295 | 207 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 572 | 0,70 | 54 | 3,92 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 123 | 0,82 | 12 | 0,00 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 6.780 | 4,39 | 610 | 11,11 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1.623 | 1,12 | 153 | 5,56 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Richardson Financial Services Inc. | 1.932 | 0,00 | 28 | -82,82 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 261.073 | 0,25 | 23.497 | 6,55 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 23.247 | 2,75 | 2.092 | 9,24 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 95.950 | -9,67 | 8.635 | -3,99 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.293 | 216 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 12.940 | 0,67 | 1.219 | 5,45 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 7.330 | 0,00 | 691 | 4,70 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 1.340 | 27,50 | 121 | 36,36 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.953 | 278 | ||||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 7.774 | 0,40 | 733 | 5,17 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2.750 | 0,00 | 270 | 8,91 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 7.979 | 112,72 | 718 | 126,50 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.300 | 117 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 76 | 7 | ||||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 20.140 | 1,41 | 1.898 | 6,16 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 6 | 0 | ||||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 7.206 | 679 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.069 | -1,15 | 195 | 3,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 22.049 | 1,37 | 2.078 | 6,13 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 207.417 | -0,08 | 18.668 | 6,20 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 23.672 | 30,27 | 2.231 | 36,39 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 46.552 | 1,79 | 4.190 | 8,19 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 591 | 0,68 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 9.396 | 9,14 | 885 | 14,34 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.666 | 61,95 | 817 | 69,65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.570 | 0 | ||||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 4.551 | -15,68 | 410 | -10,50 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 68.297 | 7,33 | 6.436 | 12,38 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 23.400 | 0,00 | 2.106 | 6,31 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 50.107 | 0,08 | 4.510 | 6,37 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 623 | 0,00 | 59 | 3,57 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 77.429 | -0,80 | 6.969 | 5,43 | ||||
| 2026-02-17 | 13F | Consultiva Wealth Management, Corp. | 787 | 0,00 | 71 | 6,06 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 46.148 | 15,50 | 4.153 | 22,76 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 2.611 | 246 | ||||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 19.930 | 0,67 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 5.398 | 0,09 | 509 | 4,74 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 5.920 | 18,38 | 558 | 23,78 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 3.423 | 21,95 | 308 | 29,96 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 7.463 | 672 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 17.889 | 46,16 | 1.610 | 55,41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 112 | 0,00 | 11 | 0,00 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 2.308 | 208 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 451.955 | 3,42 | 40.676 | 9,91 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 138.847 | 0,92 | 12.496 | 7,27 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 175 | 17 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4.210 | 0,91 | 397 | 5,60 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 240.698 | 5,79 | 21.663 | 12,43 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.591 | 103,38 | 233 | 117,76 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.096 | 13,30 | 1.179 | 20,45 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 316 | 1,28 | 28 | 7,69 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 19.414 | 1.847 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 513.991 | 13,36 | 46.259 | 121.634,21 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 112.848 | -4,00 | 10.156 | 2,03 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 131.210 | 5,53 | 12.039 | 13,63 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 8.159 | 1,02 | 734 | 7,47 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 77.772 | -3,35 | 6.999 | 2,73 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 13.692 | 1.232 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.546.144 | 9,42 | 139.154 | 16,29 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 6.945 | 21,37 | 625 | 29,13 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 19.932 | 41,47 | 1.794 | 50,29 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 102.538 | 3,40 | 9.663 | 8,27 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 34.319 | 11,09 | 3.089 | 18,04 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 265.442 | 42,34 | 23.890 | 51,28 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 675 | 0,00 | 61 | 5,26 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 71.112 | 1,68 | 6.702 | 6,47 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3.500 | 0,00 | 330 | 4,44 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 207.470 | 25,91 | 18.672 | 33,83 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 16.834 | 0,80 | 1.515 | 7,14 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 2.249 | 202 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 7.325 | 0,58 | 659 | 6,98 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 3.555 | 3,34 | 320 | 9,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.377 | 7,75 | 934 | 14,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 42.815 | 138,88 | 3.853 | 153,99 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 13.661 | 1.229 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 46.333 | 10,21 | 4.366 | 15,41 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 9.437 | 56,04 | 849 | 65,82 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.100.000 | 175,00 | 99.000 | 192,28 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 2.335 | -11,52 | 210 | -5,83 | ||||
| 2026-01-06 | 13F | OMC Financial Services LTD | 23.040 | 3,06 | 2.074 | 9,51 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 151 | 0,00 | 14 | 7,69 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 842 | -32,91 | 79 | -29,46 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 121.598 | -1,73 | 10.944 | 4,44 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 287.539 | -0,77 | 25.878 | 5,46 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 350 | 0,00 | 32 | 6,90 | ||||
| 2026-02-13 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8.775 | 82,21 | 827 | 90,76 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 9.229 | -10,61 | 870 | -6,46 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 6.628 | 0,00 | 597 | 6,24 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 597.971 | 25,55 | 53.817 | 32,89 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 15.345 | -41,75 | 1.299 | -38,44 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 3.687 | 0,77 | 347 | 5,47 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 3.085 | 278 | ||||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 23.456 | 20,86 | 2.210 | 26,58 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 312.109 | -1,93 | 29.413 | 2,69 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 123.593 | -6,40 | 11.123 | -0,52 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 23.815 | -11,90 | 2.244 | -7,73 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 4.333 | 6,10 | 390 | 12,75 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 2.241 | 202 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 405.278 | 50,15 | 36.475 | 59,59 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 93.294 | -3,43 | 8.792 | 1,12 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 47.687 | -5,59 | 4.494 | -1,14 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 66.087 | 1.151,17 | 5.948 | 1.230,43 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 2.575 | 232 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 16.924 | 28,55 | 1.523 | 36,71 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2.303 | 217 | ||||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 5.278 | 0,00 | 475 | 6,50 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25.754 | 8,57 | 2.427 | 13,73 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 18.661 | -79,23 | 1.759 | -85,25 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 7.048 | 0,00 | 664 | 4,73 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 69 | 7 | ||||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 79.084 | -1,33 | 7.118 | 4,88 | ||||
| 2026-04-22 | 13F | Motco | 30.783 | 5,61 | 2.901 | 10,56 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.822 | 14,54 | 737 | 20,03 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 806 | 0,00 | 73 | 5,88 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 9.609 | 20,66 | 865 | 28,19 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 21.660 | 0,02 | 1.949 | 6,33 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 3 | -78,57 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 2.947 | 278 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 4.716 | 43,17 | 424 | 51,97 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 123.024 | 461,16 | 11.072 | 496,55 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 510 | 0,79 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 6.000 | -1,64 | 540 | 4,65 | |||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 56.839 | 21,32 | 5.116 | 28,42 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 22.037 | -1,56 | 2.077 | 3,08 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.395 | 10,12 | 320 | 15,16 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 97.059 | 1,38 | 8.219 | 6,76 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 3.085 | 10,02 | 278 | 16,88 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 141.316 | 6,25 | 12.718 | 12,93 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 18.566 | -2,85 | 1.750 | 1,75 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 111.992 | 2,87 | 10.079 | 9,34 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 224.655 | 1,81 | 20.219 | 8,20 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 817 | -11,77 | 69 | -6,76 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 75.149 | -1,97 | 7.082 | 2,65 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 8.502 | -6,31 | 765 | -0,39 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 2.700 | 0,00 | 254 | 4,53 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 1.029.196 | 1.029 | ||||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 36.649 | 15,80 | 3.454 | 21,24 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 2.500 | 0 | ||||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 166.627 | 14.996 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 32.830 | 0,84 | 3.094 | 5,10 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 20.054 | 0,00 | 1.805 | 6,24 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.625 | 146 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8.488 | 23,23 | 800 | 29,08 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 191.181 | 13,41 | 17.206 | 20,53 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 2.500 | 0,00 | 248 | 9,78 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 86.715 | 7,56 | 7.804 | 14,31 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 39.591 | 11,93 | 3.859 | 28,81 | ||||
| 2026-01-29 | 13F | Marathon Capital Management | 104.027 | 2,41 | 9.362 | 8,85 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.491 | 224 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 250 | 22 | ||||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 155 | 14 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 503 | 45 | ||||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 141.738 | 0,27 | 13.357 | 5,00 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 23.206 | -21,59 | 2.090 | -16,64 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 6.047 | 1 | ||||||
| 2025-11-13 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 5.792 | -7,74 | 521 | -1,88 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 5.832 | 30,38 | 525 | 38,62 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 6.908 | 8,65 | 622 | 15,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 36.211 | 40,25 | 3.437 | 45,78 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 178 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 11.536 | 55,89 | 1.038 | 65,81 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 6.818 | 59,34 | 614 | 69,34 | ||||
| 2025-11-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.620 | -1,04 | 341 | 3,65 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 282.995 | -1,90 | 25.470 | 4,26 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 5.395 | -0,94 | 508 | 3,67 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 3.200 | 0,00 | 288 | 6,67 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 94.012 | -7,07 | 8.461 | -1,23 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 7.247 | -3,28 | 652 | 2,84 | ||||
| 2026-02-13 | 13F | Wexford Capital Lp | 16.456 | 0,00 | 1.481 | 6,32 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.000 | 90 | ||||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 47.351 | 5,34 | 4.262 | 11,95 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 64.419 | -0,93 | 5.798 | 5,29 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 28.323 | 0,00 | 2.669 | 4,71 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1.447 | 80,88 | 136 | 88,89 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 639 | 0,31 | 60 | 5,26 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 2.274 | 214 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 26.060 | 0,56 | 2.345 | 6,88 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 12.646 | 0,37 | 1.138 | 6,26 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 5.591 | 0,59 | 503 | 7,02 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 75.350 | 8,57 | 7.101 | 13,67 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 7.494 | 3.684,85 | 675 | 4.112,50 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 15.500 | 359,53 | 1.461 | 381,85 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.914 | 0,00 | 275 | 4,58 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 226 | 0,44 | 20 | 5,26 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 2.240 | 202 | ||||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 130.270 | -25,16 | 11.724 | -20,46 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 11.857 | -9,85 | 1.117 | -5,58 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 220 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Arwa Llc | 8.270 | -8,73 | 812 | -0,49 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 7.535 | 9,38 | 710 | 14,70 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 26.439 | 28,85 | 2.380 | 36,96 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 4.483 | 403 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 412.284 | 1,00 | 38.854 | 5,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12.748 | 100,53 | 1.201 | 109,97 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 12.310 | 0,00 | 1.108 | 6,24 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 814 | -8,02 | 73 | -1,35 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3.551 | -19,02 | 320 | -14,71 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 4.603 | 414 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 36.029 | 11,33 | 3.243 | 18,32 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 21.982 | 22,76 | 1.978 | 30,47 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 2.675 | 252 | ||||||
| 2026-01-23 | 13F | Aldebaran Financial Inc. | 4.600 | 0,00 | 416 | 6,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.301 | -63,88 | 1.349 | -62,17 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 131.964 | -0,54 | 11.877 | 5,71 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 147.358 | -0,37 | 13.262 | 5,94 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 10.186 | 0,43 | 917 | 6,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.312 | 218 | ||||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 51.327 | 2,70 | 4.619 | 9,14 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 12.810 | 18,48 | 1.153 | 25,90 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 19.863 | 12,63 | 1.872 | 17,90 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 32.768 | 4,46 | 3.088 | 9,39 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 58.115 | 5,16 | 5.230 | 11,78 | ||||
| 2026-02-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 30.455 | -20,08 | 2.741 | -15,07 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.170 | 207 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 70 | 16,67 | 7 | 20,00 | ||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 3.921 | 0,00 | 353 | 6,02 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.023 | 0,00 | 812 | 6,28 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 5.904 | 131,98 | 556 | 142,79 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 37.664 | 2,50 | 3.390 | 8,94 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.744 | 0,92 | 259 | 5,74 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 11.430 | 18,23 | 1.077 | 23,79 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 71.405 | -0,16 | 6.729 | 4,55 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.900 | 11,28 | 532 | 18,75 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6.179 | 0,85 | 556 | 7,34 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.988 | -10,05 | 282 | -5,70 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 2.511 | 3,89 | 226 | 10,29 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.173 | 106 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 30.485 | 2,20 | 2.744 | 8,63 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 12.762 | 5,65 | 1.149 | 12,33 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 285 | 27 | ||||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 13.597 | -0,93 | 1.224 | 5,25 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 63.254 | 2.195,97 | 5.693 | 2.342,92 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 139.512 | -17,50 | 13.148 | -13,62 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 4.733 | 4,21 | 446 | 9,31 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2.282 | 0,00 | 215 | 4,88 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 9.981 | 845 | ||||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 5.580 | 5.011 | ||||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 6.923 | -3,27 | 623 | 2,81 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 5.616.721 | 3,03 | 505.505 | 9,50 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 10.753 | 6,56 | 968 | 13,23 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 9.276 | -2,77 | 835 | 3,35 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 189.170 | 43,00 | 17.827 | 49,74 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 38.680 | 18,53 | 3.481 | 25,99 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 2.480 | 2,73 | 234 | 7,37 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 72.234 | 40,35 | 6.501 | 49,28 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 7.689 | 8,60 | 725 | 13,66 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 23.905 | 20,91 | 2.253 | 26,02 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 15.735 | 52,81 | 1.483 | 60,04 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.376.242 | 42,42 | 123.862 | 51,37 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 11.513 | 42,54 | 1.036 | 51,68 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 9.003 | 810 | ||||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 6.397 | 0,00 | 576 | 6,28 | ||||
| 2026-04-06 | 13F | CX Institutional | 627 | 26,16 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 461 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Note Advisors, LLC | 51.460 | 11,56 | 4.772 | 22,20 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 250.651 | -0,53 | 23.621 | 4,16 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 3.006 | 283 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 888.953 | 8,51 | 80.006 | 15,33 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 13.055 | 7,94 | 1.175 | 14,65 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 6.017 | 0,00 | 542 | 6,29 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 42 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 39.474 | 3.553 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.757 | -1,85 | 373 | 8,43 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 3.104 | 0,78 | 293 | 5,42 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 214.672 | 1,58 | 20.231 | 6,36 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 11.764 | 17,32 | 1.059 | 24,62 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 31.240 | 1,61 | 2.299 | -16,91 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.380 | 12,98 | 484 | 20,10 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 5.158 | -17,11 | 464 | -7,20 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 66.893 | 0,00 | 6.020 | 6,29 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 708 | 71,01 | 64 | 80,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 5.351 | 81,82 | 0 | |||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 9.683 | 11,97 | 913 | 17,22 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 131.345 | 7,70 | 12.378 | 12,77 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 5.091 | 6,00 | 480 | 10,88 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 5.876 | 9,28 | 529 | 16,04 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 2.525 | 0,00 | 227 | 6,57 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 5.058 | -7,73 | 455 | -1,94 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 19.056 | -3,09 | 1.796 | 1,47 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 151 | 14 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 7.608 | 0,00 | 685 | 0,00 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3.467 | 327 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 302 | 1,00 | 28 | 7,69 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 30.311 | 20,39 | 2.856 | 26,09 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 135.236 | 35,78 | 12.171 | 44,33 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 8.493 | 28,74 | 800 | 34,91 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 9.104 | 0,00 | 858 | 4,64 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 36.060 | 0,89 | 3.245 | 7,24 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 12.819 | 7,98 | 1.208 | 13,11 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3.325 | 0,00 | 313 | 4,68 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 60 | 5 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 784.321 | 5,41 | 70.589 | 12,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 255.579 | 8,52 | 24.086 | 13,62 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 5.535 | -3,49 | 522 | 0,97 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 676 | 0,00 | 61 | 5,26 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 9.718 | 15,44 | 875 | 22,75 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 306 | 0,99 | 28 | 8,00 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 199 | 0,00 | 19 | 5,88 | ||||
| 2026-01-30 | 13F | Fagan Associates, Inc. | 11.684 | -0,65 | 1.052 | 5,63 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 13.562 | 0,00 | 1.221 | 6,27 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 3.000 | 0,00 | 270 | 6,30 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.703 | -4,86 | 153 | 1,32 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.679 | 421 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.412 | 127 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.369.343 | 2,54 | 123.241 | 8,98 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 23.928 | 24,26 | 2.153 | 32,09 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 7.860 | 707 | ||||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 218.285 | 404,80 | 19.715 | 438,49 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.163 | 4,59 | 110 | 9,00 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 149.486 | 6,84 | 13.454 | 13,56 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 11.717 | -3,46 | 1.054 | 2,63 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Wealth, LLC | 34.051 | 3,49 | 3.065 | 9,98 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.343 | 3,78 | 931 | 10,32 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 6.988 | 629 | ||||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 5.312 | 55,46 | 478 | 65,40 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 609.616 | 109,48 | 61.668 | 150,25 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 30.889 | 2.780 | ||||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 21.410 | 3,30 | 1.927 | 9,74 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 10.648 | 0,00 | 958 | 6,33 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 3.081 | 0,00 | 277 | 6,54 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 85.100 | 104,41 | 8.085 | 115,83 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4.031 | -18,25 | 380 | -14,45 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 3.814 | -1,45 | 343 | 4,89 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 93.385 | 1,92 | 8.801 | 6,72 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 81.692 | 3.054,13 | 7.699 | 3.203,86 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 619.181 | -3,50 | 56 | 1,85 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.660 | 126,21 | 419 | 140,80 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 4.756 | 64,62 | 428 | 75,41 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 13.552 | 272,82 | 1.220 | 297,07 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 569 | 0,00 | 51 | 6,25 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 9.336 | -4,21 | 880 | 0,23 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2.563.633 | 4,88 | 230.727 | 11,47 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 27.266 | 445,76 | 2.454 | 479,91 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 281 | 25 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.491 | 137,81 | 314 | 153,23 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 47.894 | 25,29 | 4.310 | 33,15 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 1 | -99,86 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 5.287 | -4,60 | 498 | 0,00 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 4.300 | 405 | ||||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.514 | 0,00 | 316 | 6,40 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 16.235 | 1.461 | ||||||
| 2026-02-10 | 13F | Camden National Bank | 10.816 | 1,14 | 973 | 7,51 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 15.108 | -0,26 | 1.360 | 6,01 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.633 | 531 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.779.980 | 25,52 | 160.192 | 33,41 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 39.426 | -0,55 | 3.697 | 9,70 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 3.976 | 358 | ||||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 4.093 | 0,00 | 347 | 5,81 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 122.516 | 0,59 | 11.026 | 6,91 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.377 | -39,28 | 224 | -36,36 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.883 | 259 | ||||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 3.290 | 0,00 | 296 | 6,47 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 3.702 | 2,92 | 333 | 9,54 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 2.442 | -2,05 | 220 | 3,79 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 8.521 | 5,00 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 4.153 | -7,63 | 374 | -1,84 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9.050 | 853 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 25 | 2 | ||||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 88.019 | 196,10 | 8.295 | 210,06 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 3.207 | 4,87 | 289 | 11,63 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 10.360 | -2,70 | 932 | 3,44 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.240 | 305 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 12.434 | 1.119 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 33.690 | 2,74 | 3.175 | 7,56 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 42 | 0,00 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 37.396 | 13,68 | 3.524 | 19,05 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 11.169 | -96,33 | 1.053 | -96,16 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 16.093 | 23,03 | 1.448 | 29,98 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 8.475 | -5,31 | 763 | 0,66 | ||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 4.668 | 1,06 | 420 | 7,42 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.306 | -1,14 | 123 | 4,24 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 335.693 | 21,51 | 30.212 | 29,15 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 89.581 | 19,82 | 8.442 | 25,48 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 12.572 | 1.131 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 595.934 | 5,18 | 53.634 | 11,79 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 8.967 | 807 | ||||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 5.610 | -4,67 | 505 | 0,60 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 10.244 | 0,00 | 965 | 4,78 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 2.381 | 214 | ||||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 3.947 | 7,02 | 355 | 13,78 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 54.298 | -1,74 | 5.117 | 2,90 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 68 | 1,49 | 6 | 20,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 59.324 | 5,33 | 5.591 | 10,28 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 136.583 | -5,37 | 12.872 | -0,92 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 8 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 13.960 | 1.316 | ||||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 95 | 9 | ||||||
| 2026-04-23 | 13F | Bell Bank | 5.672 | 6,12 | 535 | 11,02 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.005 | 990 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 11.229 | 0,94 | 1.011 | 7,33 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 13.254 | 5,37 | 1.193 | 11,92 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.336.183 | 5,37 | 120.256 | 12,00 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 159.311 | -5,31 | 14.338 | 0,64 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 58.162 | -8,73 | 5.258 | -2,58 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 100.137 | 4,19 | 9.437 | 9,10 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 4.074 | -1,45 | 367 | 4,57 | ||||
| 2026-02-18 | 13F | Mackenzie Financial Corp | 250.983 | 5,68 | 22.644 | 12,60 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 164.228 | 2,31 | 15.477 | 7,13 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 13.221 | -1,82 | 1.246 | 2,81 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 5.079 | -0,20 | 479 | 4,37 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 492 | 392,00 | 44 | 450,00 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 3.079 | 3,36 | 290 | 8,21 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 6.658 | -1,73 | 627 | 2,96 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8.148 | 0,32 | 768 | 5,07 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 3.850 | 363 | ||||||
| 2026-02-02 | 13F | Access Investment Management LLC | 20.545 | 0,00 | 1.740 | 0,00 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 1.200 | 0,00 | 113 | 4,63 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 3.898 | -12,42 | 351 | -6,91 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 20.350 | 3,74 | 1.918 | 8,61 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 30.291 | 11,21 | 2.726 | 17,71 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 24.078 | 5,34 | 2.167 | 11,99 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 75.780 | -6,49 | 7.253 | 6,93 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 113.653 | 27,03 | 10.711 | 33,01 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 19.605 | 0,72 | 1.764 | 7,04 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 2.275 | 205 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 7.660 | -20,29 | 722 | -16,55 | ||||
| 2026-02-17 | 13F | Fmr Llc | 34.710 | 10,69 | 3.124 | 17,63 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15.345 | -40,80 | 1.381 | -27,70 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 3.400 | 0,00 | 320 | 4,58 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 8.286 | 746 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.080 | 0,79 | 290 | 5,45 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 8.926 | 11,35 | 841 | 16,64 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 104.785 | 6,43 | 10.376 | 5,30 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.835 | 255 | ||||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 9.166 | 864 | ||||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 527 | 0,00 | 47 | 6,82 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 10.430 | 5,81 | 939 | 12,47 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 2.759 | -29,00 | 248 | -24,62 | ||||
| 2026-04-10 | 13F | Novem Group | 15.288 | 4,13 | 1.441 | 9,01 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 2.500 | 100,00 | 230 | 112,04 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 124 | 11 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 73.016 | 71,01 | 6.571 | 81,77 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 17.432 | -27,25 | 1.569 | -22,68 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 3.078 | -6,22 | 277 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 11.101 | 9,11 | 1.046 | 14,32 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 38.403 | 10,25 | 3.456 | 17,19 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 13.052 | 202,41 | 1.175 | 221,64 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 251.586 | 2,25 | 23.709 | 7,07 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 24.982 | 7,91 | 2.248 | 14,69 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 3.961 | 39,23 | 356 | 48,33 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 117.142 | 1,58 | 11.039 | 6,36 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 341 | 0,00 | 31 | 7,14 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 5.575 | 81,48 | 502 | 92,69 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 2.660 | -4,08 | 239 | 2,14 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 10.717 | 37,56 | 1.010 | 44,08 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 6.157 | 6,73 | 554 | 13,52 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 88.492 | 1,08 | 7.964 | 7,43 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 15.319 | 0,83 | 1.444 | 5,56 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 62.256 | -0,98 | 5.603 | 5,24 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 22 | 2 | ||||||
| 2026-02-17 | 13F | Creative Planning | 683.526 | 0,71 | 61.517 | 7,04 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 4.807 | 0,00 | 433 | 6,14 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 2.771 | -0,40 | 0 | |||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 31.351 | 0,00 | 2.822 | 6,29 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 2.666 | 240 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 192.059 | -2,97 | 18.100 | 1,60 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 49 | 2,08 | 4 | 33,33 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 3.171 | 285 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 23.877 | 24,93 | 2.250 | 30,81 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 15.768 | 0,02 | 1.419 | 6,37 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.352 | -1,71 | 222 | 2,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20.828 | -8,39 | 1.963 | -4,11 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 1.315 | 0,00 | 118 | 6,31 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 953 | -63,43 | 86 | -61,36 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 50 | 5 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 50 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2.558 | -11,61 | 241 | -7,31 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 16.826 | 16,86 | 1.586 | 22,39 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 163.556 | -0,68 | 14.720 | 5,57 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 276.432 | 15,10 | 25 | 20,00 | ||||
| 2026-02-12 | 13F | Alps Advisors Inc | 18.860 | 0,00 | 1.697 | 6,26 | ||||
| 2026-02-14 | 13F | American Trust | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7.289 | -6,83 | 687 | -2,56 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 8.199 | 0,07 | 738 | 6,35 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1.460 | 138 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 16.391 | -4,68 | 1.475 | 1,30 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 12.360 | 1.112 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.222 | 341,16 | 110 | 373,91 | ||||
| 2026-02-06 | 13F | GLOBALT Investments LLC / GA | 3.859 | -2,84 | 347 | 3,27 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.231 | 1.061,32 | 111 | 1.275,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 7.994 | 15,96 | 719 | 23,33 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 2.886 | 0,00 | 281 | 15,16 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 109 | 0,00 | 10 | 11,11 | ||||
| 2026-04-21 | 13F | Creekside Partners | 13.811 | 2,41 | 1.302 | 7,25 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.700 | 1,01 | 153 | 7,75 | ||||
| 2026-02-13 | 13F | Allianz Se | 94 | 0,00 | 8 | 14,29 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 8.225 | 37,01 | 740 | 45,67 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 126 | -94,49 | 11 | -94,30 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.192.049 | 5,78 | 197.284 | 12,42 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 12.876 | 15,11 | 1.213 | 20,58 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.508 | -15,88 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 80.947 | 3,20 | 7.285 | 9,70 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 5.353 | 5,21 | 482 | 11,86 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 3.970 | 78,83 | 357 | 90,91 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 435 | 39 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 775 | -54,57 | 146 | 7,35 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 76.877 | -3,31 | 7 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 455 | 0,00 | 43 | 5,00 | ||||
| 2025-11-06 | 13F | Gunma Bank,Ltd. | 30.000 | 3 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.227.661 | 11,57 | 200.490 | 18,58 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 85.394 | -14,84 | 8.048 | -10,84 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3.099 | 20,26 | 279 | 27,52 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 113.863 | 10.248 | ||||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 47.720 | 4.314 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 75.034 | 76,65 | 7.071 | 85,01 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 192.495 | 8,50 | 17.325 | 15,32 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 90.796 | -43,71 | 8.556 | -41,06 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 112.772 | 0,38 | 10.628 | 5,11 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 43.480 | 1,51 | 4.098 | 6,28 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 121 | -80,29 | 11 | -80,39 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 204 | 0,00 | 18 | 5,88 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 7.757 | 0,00 | 698 | 0,00 | ||||
| 2026-02-02 | 13F | Level Wealth Management LLC | 4.912 | -7,89 | 442 | -2,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 2.252 | 0,00 | 212 | 4,95 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 421.380 | 6,25 | 39.711 | 11,25 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 5.233 | -14,65 | 471 | -9,44 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 205 | -14,94 | 18 | -10,00 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 5.497 | 0,00 | 495 | 6,24 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 118 | 11 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 3.454 | -0,58 | 311 | 5,44 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 68.179 | 0,17 | 5.773 | 5,89 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 4.209 | 379 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 2.287 | 206 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 8.882 | -3,68 | 799 | 2,44 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 177 | -23,71 | 16 | -21,05 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 19.216 | 1,48 | 1.729 | 7,86 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 3.064.412 | 22,47 | 288.790 | 28,24 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16.429 | 0,67 | 1.644 | 11,92 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 212 | 32,50 | 19 | 46,15 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 134.975 | 285,11 | 12.148 | 309,40 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 66.011 | -45,89 | 5.941 | -42,49 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 149.386 | 0,68 | 13.445 | 7,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 299.291 | 28,53 | 28 | 40,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 964 | -0,10 | 88 | 7,32 | ||||
| 2026-02-12 | 13F | Tull Financial Group, Inc. | 174.241 | 1,49 | 15.682 | 7,86 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 328 | 0,92 | 33 | 3,23 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 45.272 | -0,82 | 4 | 33,33 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 45.061 | -0,18 | 4.056 | 6,10 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 271.346 | 0,64 | 24.421 | 6,96 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 7.516 | 0,00 | 708 | 4,73 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 2.178 | 205 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 2.240 | 202 | ||||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 2.639 | 4,02 | 249 | 8,77 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 333.846 | 9,02 | 31.462 | 14,16 | ||||
| 2026-01-21 | 13F | Unison Advisors LLC | 153.197 | -0,09 | 13.788 | 6,19 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 12.233 | -0,12 | 1.106 | 6,56 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5.217 | 1,56 | 492 | 6,28 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 108 | 0,00 | 10 | 0,00 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 20.647 | 241,56 | 1.946 | 257,54 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 5.000 | 0,00 | 471 | 4,67 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 30.309 | 0,00 | 2.728 | 6,27 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 700 | 0,00 | 66 | 3,17 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 18.784 | -0,89 | 1.691 | 5,36 | ||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 4.756 | 0,00 | 428 | 6,47 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 2.275 | 0,00 | 214 | 4,90 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 383.576 | 2,16 | 34.522 | 8,57 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 3.768 | 0,19 | 339 | 6,60 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 74.239 | 4,06 | 6.682 | 10,59 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 2.963 | -38,18 | 267 | -35,44 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 6.299 | 569 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1.733.531 | 19,22 | 156.018 | 27,42 | ||||
| 2025-11-14 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.140 | -50,00 | 103 | -47,15 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 5.612 | 0,41 | 529 | 4,97 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 154.648 | 2,00 | 13.918 | 8,41 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 74.138 | 160,22 | 6.987 | 172,46 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 2.815 | -1,05 | 253 | 5,42 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 41.675 | 1,82 | 3.636 | 4,88 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 51.975 | -6,61 | 4.699 | 0,06 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 332 | -1,19 | 32 | 40,91 | ||||
| 2026-01-14 | 13F | Donaldson Capital Management, Llc | 19.994 | -5,60 | 1.799 | 0,33 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 31.722 | -0,06 | 2.989 | 4,66 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 3.104 | 1,97 | 279 | 8,56 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.521 | 227 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 10.370 | -2,53 | 977 | 2,09 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 7.107 | 109,28 | 640 | 122,65 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 6.720 | 0,40 | 605 | 6,71 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 4.009 | 0,00 | 378 | 4,72 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.576.910 | 10,02 | 501.922 | 16,93 | ||||
| 2026-02-17 | 13F | Toronto Dominion Bank | 51.877 | 0,00 | 4.665 | 6,56 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 2.574 | -7,44 | 243 | -3,20 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 8.020 | 722 | ||||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 76.550 | 5,02 | 7.214 | 9,97 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 80 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 12.720 | 7,75 | 1.145 | 14,51 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 8.145 | -9,30 | 768 | -5,07 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 162.067 | 13,00 | 15.273 | 18,33 | ||||
| 2026-04-21 | 13F | SWS Partners | 3.429 | 0,09 | 323 | 4,87 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 14.608 | -1,43 | 1.315 | 4,78 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 25.977 | 2.338 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.129 | 5,52 | 1.049 | 10,43 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 176 | -24,79 | 17 | -23,81 | ||||
| 2026-04-07 | 13F | Eastern Bank | 395 | 0,00 | 37 | 5,71 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 3.396 | 26,91 | 306 | 34,96 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 3.750 | 41,51 | 353 | 48,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.400 | 5,45 | 226 | 10,78 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 2.754 | 1.205,21 | 248 | 1.352,94 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 31.036 | 2,83 | 2.793 | 9,32 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 41.155 | 5,29 | 3.704 | 11,91 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 219 | 21 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 14.998 | 1.350 | ||||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 132.834 | 42,79 | 12.518 | 49,52 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 606 | 0,00 | 55 | 5,88 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 70.222 | 7,24 | 6.618 | 12,29 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 29.667 | -44,08 | 2.796 | -34,28 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 506.609 | 2,93 | 45.595 | 9,39 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 5.822 | 524 | ||||||
| 2026-02-17 | 13F | Forest Hill Capital, LLC | 19.200 | 0,00 | 1.728 | 6,34 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 2.557 | 9,79 | 241 | 14,83 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 159.714 | 7,49 | 14.374 | 14,24 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 11.000 | 0,00 | 1.037 | 4,65 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 10.084 | 950 | ||||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 18.255 | 1.643 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 268 | 0,00 | 25 | 4,17 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 357 | 1,13 | 32 | 10,34 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 349.717 | 5,97 | 31.475 | 12,62 | ||||
| 2026-02-11 | 13F | CNB Bank | 2.170 | 0,00 | 195 | 6,56 | ||||
| 2026-04-24 | 13F | Bayban | 608 | -58,18 | 57 | -56,15 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 7.703 | 7,73 | 693 | 14,55 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 78.035 | -0,69 | 7.023 | 5,55 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 7.279 | 44,31 | 686 | 51,21 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 28.270 | 2.664 | ||||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 12.296 | 2,29 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 17.706 | 1.669 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 20.224 | 1,83 | 1.847 | 9,55 | ||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 19.997 | 0,00 | 1.885 | 2,61 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 102.171 | 9.195 | ||||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 29.943 | -3,87 | 2.695 | 2,16 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 24.981 | -0,50 | 2.248 | 5,79 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.328 | 0,00 | 125 | 5,04 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 4.617 | 0,61 | 416 | 6,96 | ||||
| 2026-01-23 | 13F | Cura Wealth Advisors, Llc | 3.525 | 0,00 | 317 | 6,38 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 2.310 | 208 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 80 | 0,00 | 7 | 0,00 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 535.056 | 15,83 | 48.155 | 23,11 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 5.984 | -13,11 | 539 | -7,72 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.560 | 1,48 | 1.490 | 7,89 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 104.352 | 36,27 | 9.392 | 44,83 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 110 | 10 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 6.005 | 0,77 | 566 | 5,41 | ||||
| 2026-01-26 | 13F | Phraction Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 133.702 | 7,56 | 12.033 | 14,33 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 23.194 | 27,57 | 2.087 | 35,61 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.575 | 142 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.476 | 0,73 | 235 | 6,33 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 3.950 | 0,00 | 356 | 6,29 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 55.187 | 1,73 | 5.201 | 6,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 9 | 0,00 | 1 | |||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 26.756 | 2.521 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 5.898 | 1,25 | 556 | 5,92 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 3.403 | 22,28 | 306 | 30,21 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 44.000 | 1.591,01 | 3.960 | 1.700,00 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 3.095 | 3,48 | 279 | 9,88 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 3.371 | 0,75 | 318 | 5,32 | ||||
| 2026-02-13 | 13F | Croban | 119.209 | 0,57 | 10.729 | 6,88 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 11.914 | -3,51 | 1.123 | 0,99 | ||||
| 2026-01-28 | 13F | Lebenthal Global Advisors, LLC | 87.771 | 150,84 | 7.899 | 166,59 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 2.882 | 0,00 | 272 | 4,63 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 6.879 | 0,94 | 619 | 7,28 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 5.378 | 34,45 | 484 | 43,20 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 100.000 | -10,87 | 9.000 | -5,27 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 11.442 | 0,81 | 1.030 | 7,08 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.097 | 28,32 | 480 | 33,33 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 4.918 | 51,28 | 463 | 58,56 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 69.714 | 24,70 | 6.570 | 30,57 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 1.094 | 0,00 | 103 | 5,10 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 2.632 | 0,00 | 237 | 6,31 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.615 | -9,78 | 145 | -3,97 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 14.676 | 0,03 | 1.321 | 6,28 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 2.951 | 2,75 | 266 | 9,05 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Perissos Private Wealth Management, LLC | 43.453 | -2,02 | 3.911 | 4,13 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 8.232 | 0,27 | 776 | 5,01 | ||||
| 2026-02-12 | 13F | Betterment LLC | 10.696 | 5,98 | 1 | |||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 466 | 46,08 | 42 | 51,85 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 12.301 | -1,72 | 1.159 | 2,93 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 8.600 | -0,39 | 810 | 4,25 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 56.823 | 7,97 | 5.114 | 14,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 120.682 | -9,30 | 11.373 | -5,02 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 13.829 | 77,02 | 1.376 | 95,59 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 656 | 6,84 | 59 | 13,46 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 215.672 | 5,12 | 19.411 | 11,73 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 963 | 87 | ||||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 8.400 | -30,85 | 756 | -89,84 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 152 | 0,00 | 14 | 8,33 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 4.928 | 13,11 | 444 | 20,38 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 78 | 136,36 | 7 | 600,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 163.080 | 37,90 | 14.689 | 46,67 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 7.248 | 1,77 | 652 | 8,13 | ||||
| 2025-11-14 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 16.891 | -11,41 | 1.520 | -5,82 | ||||
| 2026-02-13 | 13F | Segall Bryant & Hamill, Llc | 172.500 | 15.525 | ||||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 3.030 | 273 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 21.628 | 1,59 | 2.038 | 6,42 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 756 | 0,93 | 68 | 7,94 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 110.124 | -3,28 | 9.911 | 2,80 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 49.776 | 4 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 20.238 | -17,03 | 1.907 | -13,12 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 13.204 | 2,40 | 1.244 | 7,24 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 104.075 | 32,07 | 9.808 | 38,30 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 6.001 | 540 | ||||||
| 2026-02-03 | 13F | Sageworth Trust Co | 7.657 | 0,00 | 689 | 6,33 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.991.608 | 7,52 | 179.245 | 14,27 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.164 | 204 | ||||||
| 2026-04-16 | 13F | Friday Financial | 6.098 | 0,56 | 575 | 5,32 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | City State Bank | 4.210 | 25,30 | 397 | 31,13 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 317 | 0,00 | 29 | 7,69 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 1.023 | 0,00 | 92 | 6,98 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 2.290 | 206 | ||||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 12.426 | 2,31 | 1.118 | 8,75 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 71.747 | 465,56 | 6.840 | 499,47 | ||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 116.546 | -61,66 | 12.268 | -52,35 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 14.640 | 7,39 | 1.318 | 14,12 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 24.577 | 18,49 | 2.316 | 24,12 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 2.953 | 266 | ||||||
| 2026-01-27 | 13F | Busey Wealth Management | 9.369 | -1,83 | 843 | 4,33 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 400 | 0,00 | 36 | 9,09 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 93.504 | 11,08 | 8 | 14,29 | ||||
| 2026-01-29 | 13F | Comerica Bank | 22.436 | -17,53 | 2.019 | -12,33 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 70.945 | 5,47 | 6.686 | 9,32 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 109.053 | -3,23 | 9.815 | 2,85 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 54.814 | -0,23 | 4.933 | 6,04 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 4.204 | 0,45 | 378 | 6,78 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 138.036 | -0,16 | 13.559 | 8,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 35.951 | 41,60 | 3.388 | 48,27 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 5.100 | 8,51 | 459 | 15,62 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 7.275 | 0,00 | 686 | 4,74 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 382 | 2,14 | 34 | 9,68 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 6.590 | 0,69 | 621 | 5,43 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 25.208 | -2,02 | 2.269 | 4,13 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 17.066 | 5,32 | 1.536 | 11,88 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.386 | 58,84 | 1.167 | 66,48 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 18.883 | 73,68 | 1.699 | 82,88 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 81 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 426 | 0,00 | 38 | 5,56 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 6.010 | 566 | ||||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 34.938 | -5,46 | 3.144 | 0,48 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 44.950 | 0,00 | 4.236 | 4,72 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 9.996 | -0,37 | 900 | 5,89 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 38.494 | 8,18 | 3.464 | 14,97 |
