Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Russell 1000 Value ETF, omfatter Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, Krane Financial Solutions LLC, Canandaigua National Corp, OFS Enterprise LLC, Quent Long Short Global Small Cap Fund, LP, Veratis Advisors, Inc., Wall Capital Group, Inc., Vanguard National Trust Co, Everhart Financial Group, Inc., Erste Asset Management GmbH, SB Capital Management Inc, DV Trading LLC, PlanVest Financial, Inc, Evolve Private Wealth, Llc, Dymon Asia Capital (singapore) Pte. Ltd., Calamos Advisors LLC, Security Financial Services, INC., Oak Barrel Wealth Advisory LLC, og Financial Discovery Group Inc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 83.955 | 102,58 | 17.939 | 105,78 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 9.623 | 0,68 | 2.056 | 2,29 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 4.749 | 0,21 | 1.015 | 1,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 1.044 | 223 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 1.724 | 389 | ||||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 1.200 | 256 | ||||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2.547 | 0,79 | 544 | 2,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 2.125 | 447 | ||||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 1.684 | 1,32 | 360 | 2,87 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 7.783 | 1.663 | ||||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 431.178 | 0,10 | 92.130 | 1,68 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 38.698 | 0,64 | 8.269 | 2,24 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 25.698 | 0,10 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.582 | 2,13 | 338 | 3,69 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 1.712 | 0,41 | 366 | 1,96 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 45.182 | 241,56 | 9.654 | 247,02 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 24.276 | 6,59 | 5.106 | 10,14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 2.607 | 249,00 | 557 | 254,78 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 346 | 74 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 7.183 | 0,98 | 1.535 | 2,54 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 151.812 | 7,01 | 32.438 | 8,70 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 23.252 | 4.968 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 29.637 | 0,03 | 6.332 | 1,62 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2.126 | 454 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.786 | 20,36 | 3.587 | 22,26 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 1.311 | 30,84 | 284 | 29,68 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 6.966 | 0,49 | 1.488 | 2,06 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9.696 | 87,29 | 2.072 | 90,35 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 25.449 | 6,84 | 5.438 | 8,52 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 27.706 | 5.920 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2.364.303 | 476,08 | 505.181 | 485,21 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21.538 | 0,18 | 4.602 | 1,77 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 1.227 | 0,08 | 262 | 1,95 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 73.131 | 9,38 | 15.626 | 11,12 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2.305 | 1,10 | 492 | 2,71 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 602 | 2,56 | 129 | 4,07 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 20.016 | 587,13 | 4.277 | 598,69 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 3.345 | 4,47 | 715 | 6,09 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 5.720 | 4,78 | 1.222 | 6,45 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 10.080 | 2.154 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 12.321 | 0,37 | 2.633 | 1,94 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 45 | 9 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 5.269 | 12,92 | 1.126 | 14,68 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 304 | 70,79 | 65 | 72,97 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 652 | 252,43 | 139 | 265,79 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 64.927 | 19,93 | 13.873 | 21,83 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 288 | 61 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 1.644 | 0,92 | 351 | 2,63 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 967 | 223 | ||||||
| 2026-05-14 | 13F | Md Sass Investors Services Inc | 32.984 | 44,98 | 7.048 | 47,27 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 950 | 203 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 747.074 | 10,95 | 159.627 | 12,70 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 1.220 | 261 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.358 | 931 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 19.418 | 5,72 | 4.149 | 7,40 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 13.714 | 8,70 | 2.930 | 10,44 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 28.126 | 5,36 | 6.010 | 7,04 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.120 | 22,33 | 2.071 | 27,70 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 1.727 | 1,17 | 369 | 2,79 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 6.819 | 0,35 | 1.457 | 1,96 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5.213 | 88,19 | 1.114 | 91,24 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15.837 | 110,37 | 3.384 | 113,71 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 3.572 | 0,20 | 763 | -4,74 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 10.364 | 37,05 | 2.214 | 39,25 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 3.311 | 151,60 | 707 | 156,16 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.220 | 0,41 | 261 | 1,96 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2.299 | 483 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.072 | 22,94 | 229 | 25,14 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10.841 | 6,06 | 2.316 | 7,72 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 100.679 | 1,49 | 21.526 | 3,17 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 85.397 | 3,42 | 18.247 | 5,06 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 662 | 512,96 | 141 | 540,91 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 1.494 | 3,11 | 319 | 4,93 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26.333 | 678,85 | 5.627 | 691,28 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 273.546 | 1,13 | 58.449 | 2,73 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 47.810 | 0,04 | 10.215 | 1,62 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2.796 | 2,34 | 597 | 4,01 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 645.769 | 135.240 | ||||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 5.350 | 3,92 | 1.143 | 5,64 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 1.576 | 337 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 3.930 | 0,05 | 840 | 1,57 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17.232 | 9,28 | 3.682 | 11,01 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 2.346 | 501 | ||||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 2.659 | 0,38 | 568 | 1,97 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 2.016 | 5,33 | 424 | 9,00 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.750 | 154,24 | 2.083 | 158,44 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.726 | 1,66 | 796 | 3,38 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 122.607 | 1,40 | 26.197 | 3,00 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 6.061 | 0,07 | 1.295 | 1,73 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 794 | 297,00 | 170 | 302,38 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2.820 | 0,36 | 603 | 2,03 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 275 | 59 | ||||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 2.643 | 12,04 | 565 | 13,71 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1.193 | 12,34 | 257 | 14,80 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 48.374 | 0,03 | 10.336 | 1,61 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 91.981 | 5,16 | 19.659 | 6,82 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 678 | 3,51 | 145 | 4,35 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 4.839 | 0,42 | 1.034 | 2,07 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1.837 | 0,05 | 392 | 1,55 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 7.752 | 1.631 | ||||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 4.944 | 2,15 | 1.056 | 3,73 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.606 | 253,74 | 343 | 261,05 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.810 | 9,77 | 601 | 11,52 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.065 | 0,29 | 441 | 2,08 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 5.541 | 107,92 | 1.184 | 111,25 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.026 | 0,39 | 219 | 2,34 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1.114 | 0,36 | 238 | 2,15 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.950 | 11,88 | 417 | 13,66 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.572 | 550 | ||||||
| 2026-05-15 | 13F | Ballast, Inc. | 74.187 | 4,52 | 15.851 | 6,18 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.507 | 0,07 | 322 | 1,90 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 47.742 | 6,86 | 10 | 11,11 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26.542 | 6,67 | 5.671 | 8,37 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 23.392 | 4,05 | 4.998 | 5,71 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 143.945 | 1,42 | 30.757 | 3,03 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 38.391 | 0,01 | 8.203 | 1,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 3.834 | 9.182 | 17,52 | |||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 2.618 | 0,23 | 559 | 1,82 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.560 | 32,99 | 547 | 35,15 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.706 | 29,23 | 1.433 | 31,26 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 61.674 | 13.178 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 16.628 | 3.553 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9.300 | 0,39 | 1.987 | 2,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 21.051 | 0,40 | 4.498 | 1,97 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 1.112 | 238 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.641.153 | 75,22 | 554.826 | 75,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 640.223 | 73,30 | 136.796 | 76,04 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 259.648 | 4,39 | 55.479 | 6,04 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 1.970 | 421 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9.677 | 6,77 | 2.068 | 8,45 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 8.757 | 3,98 | 1.871 | 5,65 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 7.853 | 8,06 | 1.652 | 11,63 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 12.579 | 38,44 | 2.688 | 40,61 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.504 | 0,20 | 535 | 1,90 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.727 | 0,17 | 369 | 1,93 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.721 | 5,76 | 1.436 | 7,49 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 17.473 | 5,56 | 3.733 | 7,24 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9.885 | 2.112 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 105.576 | 1,69 | 22.558 | 3,30 | ||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 1.000 | 214 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 760 | 0,40 | 162 | 1,89 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 1.819 | 16,90 | 389 | 18,65 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4.605 | 20,74 | 984 | 22,57 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 124.347 | 0,16 | 26.569 | 1,75 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 16.027 | 3.424 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 331.246 | 3.210,80 | 70.777 | 3.263,93 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 6.351 | 0,06 | 1.429 | 2,73 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.457 | 105,53 | 739 | 109,07 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 19.736 | 1.296,74 | 4.217 | 1.319,53 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 6.306 | 0,02 | 1.347 | 1,58 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.569 | 2,68 | 335 | 4,36 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 13.178 | 0,22 | 2.816 | 1,81 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 13.039 | 2.786 | ||||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 72.792 | 83,67 | 15.554 | 86,58 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 316 | 0,32 | 67 | 1,52 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 10.286 | 54,19 | 2.198 | 56,59 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6.026.778 | 3,05 | 1.287.742 | 4,68 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.539 | 0,92 | 329 | 2,50 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.513 | 1,37 | 537 | 2,88 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.774 | 41,81 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 32.031 | 0,84 | 6.938 | 0,87 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 309.810 | 69,91 | 66.197 | 74,95 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 13.325 | 4,01 | 2.847 | 5,68 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 5.476 | 5,78 | 1.170 | 7,54 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 7.314 | 1,43 | 1.563 | 3,03 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 2.337 | 0,04 | 499 | 1,63 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.617 | 0,31 | 773 | |||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 2.616 | 2,07 | 559 | 3,53 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 1.300 | 0,08 | 278 | 1,47 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 213 | 15,14 | 46 | 18,42 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 7.976 | 5,00 | 1.704 | 6,70 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 3.785 | 809 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 95.879 | 0,14 | 20 | 0,00 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.656 | 7,40 | 568 | 9,04 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 232 | 0,43 | 50 | 2,08 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 12.807 | 0,51 | 2.736 | 2,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14.892 | 0,37 | 3.182 | 1,96 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1.681 | 1,39 | 359 | 3,16 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 15.660 | 0,33 | 3.346 | 1,92 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 122.226 | 4,07 | 26.116 | 5,72 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 1.935 | 8,71 | 413 | 10,43 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 10.153 | 4,20 | 2.169 | 5,86 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 8.985 | 0,28 | 1.920 | 1,86 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 60.475 | 6,31 | 13.745 | 7,60 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 10.844 | 2.317 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 1.813 | 39,68 | 383 | 39,27 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 7.621 | 20,83 | 1.628 | 22,78 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 3.839 | 0,39 | 820 | 1,99 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 4.905 | 1,51 | 1.151 | 8,79 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 3.332 | 0,12 | 712 | 1,72 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 231 | 49 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 15.464 | 6,72 | 3.304 | 8,43 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 2.063 | 0,39 | 441 | 1,85 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.064.227 | 227.393 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2.479 | 530 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2.729 | 0,07 | 583 | 1,75 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.495 | 13,86 | 319 | 15,58 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 132.409 | 38,52 | 28.292 | 40,72 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 324.494 | 8,90 | 69.335 | 10,62 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.659 | 14,71 | 568 | 16,63 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 2.506 | 0,04 | 536 | 1,71 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 128 | 27 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 9 | 2 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 14.427 | 0,10 | 3.083 | 1,68 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 105.490 | 0,93 | 22.540 | 2,53 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 5.549 | 0,09 | 1.186 | 1,63 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.894 | 2,16 | 405 | -0,49 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 8.663 | 0,45 | 1.851 | 2,10 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 1.155 | 0,35 | 247 | 1,65 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 40 | 9 | ||||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 9.477 | 0,72 | 2.025 | 2,27 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 36.978 | 8.251 | ||||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 57.373 | 12.259 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 79.161 | 1,76 | 16.914 | 3,37 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 72.397 | 0,75 | 16.445 | 8,80 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.358 | 1,49 | 290 | 3,20 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 664 | 5,56 | 142 | 6,82 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 628 | 1,45 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 2.308 | 21,35 | 493 | 23,25 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 713.313 | 16,70 | 152.369 | 18,55 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 11.825 | 40,66 | 2.527 | 42,87 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.842 | 607 | ||||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 1.617 | 11,06 | 346 | 12,75 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 20.525 | 4,43 | 4.385 | 6,07 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 2.839 | 16,98 | 607 | 18,82 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 77 | 16 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 2.489 | 25,26 | 532 | 27,34 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1.998 | 0,25 | 427 | 1,67 | ||||
| 2026-05-08 | 13F | Matisse Capital | 1.764 | 0,06 | 377 | 1,62 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 1.321 | 0,38 | 282 | 2,17 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 4.685 | 0,02 | 1 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 6.784 | 2,91 | 1.450 | -2,09 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 1.290 | 276 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.661 | 0,61 | 355 | 2,02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 24.888 | 22,11 | 5.318 | 24,03 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 2.506 | 19,85 | 561 | 27,79 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 6.791 | 10,95 | 1.451 | 12,74 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3.301 | 8,34 | 705 | 10,16 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 1.095 | 0,46 | 234 | 1,75 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 1.050 | 224 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 2.372 | 0,81 | 507 | 2,43 | ||||
| 2026-04-30 | 13F | Harold Davidson & Associates Inc. | 1.810 | 387 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 815.582 | 80,33 | 174.266 | 83,18 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 8.910 | 18,80 | 1.904 | 20,67 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 8.363 | 15,54 | 1.901 | 21,25 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.538.757 | 6,82 | 328.786 | 8,51 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 6.227 | 1.331 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 50.700 | 13,68 | 10.833 | 15,48 | |||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 1.735 | 4,96 | 371 | 6,63 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 11.460 | 48,79 | 2.449 | 51,11 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 2.178 | 6,71 | 465 | 8,39 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 65.000 | 120,14 | 13.889 | 123,64 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 269.894 | 5,95 | 58.462 | 5,41 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.927 | 5,39 | 1.053 | 7,02 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 36.042 | 3,80 | 7.701 | 5,45 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 330 | 144,44 | 71 | 150,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.160 | 5,21 | 2.598 | 6,87 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 2.688 | 577 | ||||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 5.653 | 1.208 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 22.192 | 23,42 | 4.742 | 25,36 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1.874 | 76,29 | 400 | 79,37 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1.812 | 387 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6.805 | 0,03 | 1.454 | 1,61 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 4.508 | 4,47 | 963 | 6,17 | ||||
| 2026-04-20 | 13F | First American Bank | 1.127 | 241 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.321 | 4,27 | 488 | 7,73 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 1.521 | 325 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 7.439 | 0,08 | 1.589 | 1,66 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4.977 | 0,12 | 1.063 | 1,72 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.126 | 0,05 | 916 | 3,51 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 1.654 | 353 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 166.056 | 11,72 | 35.481 | 13,50 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.730 | 42,34 | 583 | 44,67 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 14.450 | 3,35 | 3.087 | 4,96 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 1.803 | 385 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.967 | 0,58 | 634 | 2,10 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 4.021 | 13,75 | 859 | 15,61 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 40.804 | 8.583 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.368 | 13,91 | 292 | 15,87 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 738.840 | 19,20 | 157.868 | 21,09 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 2.916 | 0,34 | 623 | 1,96 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3.376 | 6,94 | 721 | 8,58 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 40.523 | 1,52 | 8.658 | 3,12 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 4.037 | 1,46 | 863 | 3,11 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 244 | 32,61 | 52 | 36,84 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 672.670 | 0,01 | 143.729 | 1,59 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 1.072 | 242 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 479 | 152,11 | 102 | 161,54 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.188 | 1,53 | 468 | 3,09 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3.658 | 0,03 | 782 | 1,56 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 8.471 | 2,43 | 1.810 | 4,03 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.258 | 11,92 | 269 | 13,56 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2.275 | 0,18 | 486 | 1,89 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 1.006 | 215 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 3.239 | 16,55 | 692 | 18,49 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 7.376 | 242,91 | 1.576 | 248,67 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 1.150 | 246 | ||||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 654 | 11,22 | 140 | 13,01 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 92.438 | 2,83 | 20 | 5,56 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 72.205 | 2,29 | 15.428 | 3,91 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 7.012 | 8,31 | 1.498 | 10,07 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.785 | 0,17 | 374 | -0,53 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10.339 | 1,71 | 2.209 | 3,32 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.412 | 302 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.619 | 46,93 | 773 | 49,23 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 45.230 | 4,46 | 9.643 | 5,89 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 31.708 | 0,49 | 6.669 | 3,83 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 1.264.328 | 10,78 | 270.149 | 12,53 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.934 | 19,75 | 413 | 21,83 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 393.580 | 2,56 | 84.096 | 4,18 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 230.984 | 10,73 | 49.354 | 12,48 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.464 | 740 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 153.566 | 3,83 | 32.910 | 5,43 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 27.474 | 45,86 | 5.870 | 48,19 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 5 | 1 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.666 | 22,62 | 1.638 | 24,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 219.860 | 15,95 | 46.978 | 17,78 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 11.035 | 25,04 | 2.358 | 26,99 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 6.606 | 100,00 | 1.390 | 100,14 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 4.552 | 19,54 | 973 | 21,50 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 12.764 | 2.685 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.109 | 237 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 5.190 | 0,14 | 1.109 | 1,65 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 9.626 | 56,09 | 2.057 | 58,52 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 47.462 | 11,35 | 10.141 | 126.662,50 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 50.383 | 0,18 | 10.765 | 1,77 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 947 | 202 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.680 | 37,96 | 2.496 | 40,17 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 970 | 1,57 | 207 | 3,50 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 5.687 | 0,16 | 1.215 | 1,76 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.209 | 0,64 | 472 | 2,39 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 26.431 | 3,91 | 5.648 | 5,55 | ||||
| 2026-04-10 | 13F | Novem Group | 1.160 | 0,35 | 248 | 1,65 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 6.051 | 0,38 | 1.293 | 1,97 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 10.070 | 1,61 | 2.152 | 3,21 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 27.379 | 12,24 | 5.850 | 14,01 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 12.031 | 2,71 | 2.571 | 4,34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 195.334 | 5,63 | 41.087 | 9,13 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 4.396 | 0,07 | 939 | 1,62 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 41.258 | 7,41 | 9.650 | 11,88 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 3.228 | 19,78 | 690 | 21,73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16.358 | 0,20 | 3.495 | 1,81 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 170.581 | 47,51 | 36.448 | 49,85 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 6.458 | 7,38 | 1.380 | 9,01 | ||||
| 2026-01-29 | 13F | Comerica Bank | 974.143 | 1,42 | 204.901 | 4,78 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 4.597 | 81,06 | 982 | 83,90 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 491 | 105 | ||||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 32.251 | 38,22 | 6.891 | 40,43 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 55 | 1.733,33 | 12 | |||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 285.437 | 92,72 | 61.030 | 95,95 | ||||
| 2026-05-14 | 13F | Pinebridge Investments Llc | 26.654 | 49,79 | 5.695 | 52,19 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 2.176 | 62,39 | 465 | 65,12 | ||||
| 2026-04-30 | 13F | River Road Asset Management, LLC | 121.158 | 25.888 | ||||||
| 2026-05-20 | 13F | FinArc Investments, Inc. | 3.954 | 845 | ||||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.068 | 0,34 | 442 | 1,85 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.290.687 | 7,88 | 1.985.141 | 9,59 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 223 | 0,45 | 48 | 2,17 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 12.569 | 2.686 | ||||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 20.682 | 25,74 | 4.350 | 29,93 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 29.984 | 371,08 | 6.407 | 378,77 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 5.668 | 1.211 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 10.732 | 1,56 | 2.293 | 3,20 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 498 | 0,20 | 106 | 1,92 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 5.554 | 20,63 | 1.187 | 22,52 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 3.615 | 772 | ||||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 5.056 | 0,40 | 1.080 | 1,98 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 1.479 | 316 | ||||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 2.972 | 635 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 6.580 | 11,90 | 1.406 | 13,67 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3.544 | 762 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 5.230 | 0,21 | 1.118 | 1,82 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 32.148 | 6,46 | 6.869 | 8,16 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 11.825 | 40,66 | 2.527 | 42,87 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 27.743 | 6,64 | 5.928 | 8,22 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 920 | 32,37 | 197 | 34,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 8.321 | 14,06 | 1.778 | 15,84 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 899 | 21,49 | 192 | 23,23 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3.110 | 65,43 | 665 | 68,10 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 2.549 | 545 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 34.641 | 0,39 | 7.402 | 1,97 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 5.114 | 49,79 | 1.071 | 47,79 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.531 | 0,07 | 327 | 1,87 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 1.018 | 0,10 | 218 | 1,88 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 3.736.055 | 9,16 | 798.283 | 10,05 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 1.551 | 4,94 | 331 | 1,85 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 26.627 | 2,02 | 5.689 | 3,64 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 8.329 | 1.780 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 1.189 | 254 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.281 | 96,94 | 701 | 100,29 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2.562 | 30,58 | 547 | 32,77 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1.275.624 | 109,54 | 273 | 112,50 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 10.326 | 164,36 | 2.206 | 168,70 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.161 | 21,64 | 1.103 | 23,54 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.071 | 1.400,72 | 443 | 1.424,14 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 41.696 | 0,00 | 8.909 | 1,60 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.089 | 13,53 | 447 | 15,25 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 10.295 | 65,83 | 2.200 | 68,51 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 1.796 | 9,11 | 384 | 10,69 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 155.924 | 12,29 | 33.316 | 14,06 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.963 | 32,63 | 633 | 34,97 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 8.042 | 41,73 | 1.718 | 44,01 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 558 | 119,69 | 119 | 124,53 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 1.088 | 232 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 3.366 | 3,31 | 719 | 4,96 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 46.827 | 2,28 | 10.006 | 3,89 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 35.063 | 65,55 | 7.492 | 68,15 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 24.499 | 0,20 | 5.235 | 1,79 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 71.394 | 39,66 | 15 | 50,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 402.812 | 1,10 | 86.069 | 1,93 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 3.876 | 694 | ||||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.106 | 0,09 | 236 | 1,72 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 76.589 | 292,08 | 16.365 | 298,34 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 31.554 | 6.742 | ||||||
| 2026-02-05 | 13F | Navalign, LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 5.464 | 3,09 | 1.167 | 4,76 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1.230 | 0,41 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 3.548 | 0,17 | 758 | 1,88 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 658.371 | 66,32 | 140.674 | 68,96 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 32.403 | 1,38 | 6.924 | 2,97 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 6.008 | 27,18 | 1.284 | 29,20 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 2.418 | 60,24 | 517 | 62,78 | ||||
| 2026-05-14 | 13F | Smead Capital Management, Inc. | 6.264 | 42,62 | 1.339 | 44,96 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.831 | 0,67 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 32.296 | 7,32 | 6.901 | 9,02 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 10.246 | 2,33 | 2.189 | 3,94 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 6.039 | 0,05 | 1.290 | 1,65 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 373.523 | 2,28 | 79.811 | 3,90 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2.104 | 3,75 | 456 | 6,81 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.820 | 22,13 | 604 | 24,33 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3.699 | 34,85 | 790 | 33,45 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 1.021 | 3,13 | 218 | 4,81 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 2.340 | 500 | ||||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 99 | 1,02 | 21 | 5,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 435.644 | 5,15 | 93.079 | 6,81 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 28.399 | 6.068 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.398 | 299 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 255 | 0,79 | 54 | 3,92 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 1.428 | 0,28 | 305 | 2,01 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 16.832 | 16,87 | 3.596 | 18,72 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8.062 | 10,89 | 1.723 | 12,62 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 5.565 | 0,32 | 1.189 | -2,22 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.069 | 28,17 | 1.938 | 30,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 439 | 1,62 | 94 | 3,33 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 266.206 | 1,44 | 56.880 | 3,05 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.136 | 0,09 | 243 | 1,68 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 278 | 89,12 | 60 | 93,55 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 354.938 | 7,75 | 75.840 | 9,45 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 194.298 | 25,48 | 41.516 | 27,47 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 1.475 | 19,34 | 315 | 21,62 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 282.693 | 11,94 | 60.403 | 13,71 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 1.670 | 0,36 | 357 | 2,00 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 10.548 | 0,68 | 2.254 | 2,27 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1.832 | 0,22 | 391 | 1,82 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 5.157.221 | 4,64 | 1.101.943 | 6,29 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 192 | 0,52 | 41 | 0,00 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 1.331.364 | 0,63 | 284.473 | 2,22 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 146.737 | 9,21 | 31.353 | 10,94 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1.183 | 0,34 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 772 | 2,80 | 0 | |||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 5.042 | 11,87 | 1.077 | 13,61 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 84.490 | 33,67 | 18.053 | 35,79 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 5.162 | 1.146 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 165.730 | 1,64 | 35.412 | 3,25 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.183 | 1,02 | 466 | 2,64 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 300 | 64 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.191.768 | 324,30 | 254.645 | 331,02 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 2.005 | 16,71 | 429 | 18,56 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 83.800 | 93,53 | 17.906 | 96,61 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.039 | 167,10 | 222 | 174,07 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 1.213 | 0,08 | 259 | 1,97 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 22.014 | 0,61 | 4.704 | 2,19 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.204 | 3,88 | 257 | 5,76 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 2.744 | 0,07 | 586 | 1,74 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 4.000 | 855 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 132 | 10,92 | 28 | 12,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 88.107 | 117,14 | 18.826 | 120,56 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 246 | 53 | ||||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 4.779 | 4,19 | 1.021 | 5,91 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 13.609 | 161,71 | 3 | 100,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20.939 | 3,68 | 4.474 | 5,34 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 31.537 | 0,02 | 6.739 | 1,60 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 835 | 0 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 8.782 | 3,61 | 1.876 | 5,27 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2.110 | 0,14 | 451 | 1,58 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4.966 | 219,36 | 1.061 | 224,46 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.696 | 52,85 | 790 | 54,10 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 97.670 | 167,10 | 20.869 | 171,34 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.467 | 80,01 | 741 | 82,72 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.412.808 | 151,82 | 297.152 | 160,15 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 236.311 | 0,68 | 50.493 | 2,27 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 8.373 | 4,87 | 1.789 | 6,55 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 138 | 29 | ||||||
| 2026-05-12 | 13F/A | Granite FO LLC | 915 | 0,22 | 196 | 1,56 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 8.782 | 1.876 | ||||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 9.259 | 2,15 | 1.978 | 3,78 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 24.242 | 9,20 | 5.180 | 10,92 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 37.095 | 0,15 | 7.926 | 1,73 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 1.965 | 78,96 | 420 | 82,17 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.376 | 34,77 | 294 | 37,38 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 35 | 133,33 | 8 | 133,33 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.411 | 131,93 | 1.156 | 135,92 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 44.927 | 9.600 | ||||||
| 2026-05-07 | 13F | Financial Discovery Group Inc | 7.449 | 1.592 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.827 | 1,54 | 818 | 3,16 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 1.617 | 0,25 | 346 | 1,77 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1.330 | 3,58 | 301 | 7,12 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 143 | 11,72 | 28 | 3,85 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 2.353 | 0,04 | 503 | 1,62 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 22.394 | 0,30 | 4.785 | 1,87 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 6.632 | 0,05 | 1.417 | 1,65 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 535 | 115 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 29 | 6 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 16.311 | 2,77 | 3.485 | 4,40 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 30.137 | 0,34 | 6.439 | 1,93 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2.154 | 0,28 | 460 | 2,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 115.022 | 1,71 | 24.577 | 106.752,17 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 6.996 | 1,30 | 1.495 | 2,89 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 57.997 | 28,25 | 12.392 | 30,28 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 2.110 | 184,75 | 451 | 190,32 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 385 | 82 | ||||||
| 2026-05-13 | 13F | Provident Investment Management, Inc. | 1.389 | 297 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 1.662 | 361 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7.917 | 0,20 | 1.692 | 1,81 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.703 | 27,09 | 364 | 29,18 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 2.848 | 1,68 | 609 | 3,23 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.634.553 | 1,93 | 2.485.955 | 3,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 40.866 | 28,90 | 8.596 | 33,17 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 13.921 | 1,55 | 2.975 | 2,38 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 526 | 43,32 | 112 | 45,45 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 22.023 | 10,54 | 4.706 | 12,29 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.650 | 22,59 | 353 | 24,38 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 18.817 | 55,23 | 4.027 | 57,98 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 23.062 | 0,66 | 4.928 | 2,26 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 13.564 | 4,46 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 7.355 | 0,55 | 1.572 | 2,15 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 42.227.257 | 6,46 | 9.022.699 | 8,15 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 6.972 | 1.490 | ||||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4.165 | 2,49 | 890 | 4,10 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 207.297 | 23,60 | 44.293 | 25,57 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 943 | 202 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 16.034 | 0,28 | 3.426 | 1,84 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2.240 | 0,09 | 479 | 1,70 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7.942 | 8,56 | 1.697 | 10,34 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.959 | 0,34 | 632 | 1,94 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 242.573 | 20,82 | 51.023 | 24,83 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.118 | 0,19 | 452 | 1,80 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 4 | 1 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 58.782 | 0,55 | 12.560 | 2,14 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.818 | 0,67 | 1.243 | 2,30 | ||||
| 2026-04-17 | 13F | Cache Advisors, LLC | 608 | 130 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 9.202 | 0,01 | 2.070 | 2,68 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 59.724 | 2,12 | 12.761 | 3,74 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 787 | 0,25 | 179 | 2,89 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.720 | 0,37 | 1.222 | 2,00 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.043 | 223 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 49.648 | 10.608 | ||||||
| 2026-04-23 | 13F | Bell Bank | 3.985 | 19,89 | 851 | 21,75 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 24.267 | 6,55 | 5.185 | 8,25 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 94.592 | 3,24 | 20.211 | 4,88 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 115.303 | 42,70 | 24.637 | 44,96 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 35.034 | 1,98 | 7.369 | 5,38 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 2.688 | 11,63 | 577 | 11,39 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 170 | 40 | ||||||
| 2026-05-11 | 13F | Collier Financial | 577 | 21,73 | 123 | 24,24 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 4.451 | 16,21 | 1.045 | 29,05 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 5.201 | 2,71 | 1.111 | 4,32 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.756 | 589 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.309 | 9,54 | 280 | 11,16 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 155.015 | 2,00 | 33.122 | 3,61 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 6.226 | 90,63 | 1 | |||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 6.128 | 2,97 | 1.309 | 4,64 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 6.782 | 0,09 | 1.449 | 1,68 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 942 | 201 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 4.165 | 3,27 | 963 | 8,94 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 3.033 | 2,26 | 648 | 4,01 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 1.749.104 | 3,70 | 373.731 | 5,34 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 105.091 | 0,19 | 22.455 | 1,78 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.097 | 0,05 | 448 | 1,82 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 14.774 | 12,99 | 3 | 50,00 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 2.647 | 566 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.294 | 4,86 | 276 | 6,56 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1.744 | 0,06 | 373 | 1,64 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 10.594 | 9,09 | 2.262 | 10,78 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 1.059 | 226 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 5.388 | 3,70 | 1.151 | 5,40 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 359.068 | 0,44 | 76.721 | 2,02 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 63.481 | 78,58 | 13.645 | 82,48 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 903.575 | 5,28 | 193.067 | 6,94 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 943 | 201 | ||||||
| 2026-05-12 | 13F | Causey Wealth LLC | 1.636 | 0,12 | 350 | 1,75 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.270 | 0,16 | 271 | 1,88 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 2.704 | 100,74 | 578 | 103,89 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 5.156 | 0,39 | 1.102 | 1,94 | ||||
| 2026-05-11 | 13F | Erste Asset Management GmbH | 13.100 | 2.743 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 53.749 | 0,11 | 12.177 | 3,81 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.512.527 | 2,48 | 1.177.862 | 4,10 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 4.165 | 0,12 | 890 | 1,72 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2.649 | 0,76 | 566 | 2,36 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 28.065 | 9,29 | 5.997 | 11,02 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 125.294 | 6,65 | 26.772 | 8,34 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 10.088 | 2,42 | 2.156 | 4,06 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1.675 | 358 | ||||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 1.772 | 379 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9.305 | 0,25 | 1.988 | 1,84 | ||||
| 2026-05-14 | 13F | Main Management LLC | 323 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.218 | 5,48 | 1.970 | 7,13 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 8.476 | 0,02 | 1.822 | 2,19 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 621.889 | 1,92 | 132.879 | 3,53 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1.883 | 402 | ||||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 2.600 | 11,49 | 556 | 13,27 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 1.408 | 0,43 | 301 | 2,04 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 1.089 | 0,18 | 236 | -1,67 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 681 | 0,29 | 146 | 2,82 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 282 | 60 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.952 | 4,27 | 417 | 6,11 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 435.078 | 7,94 | 92.963 | 9,65 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 214.068 | 3,23 | 45.740 | 4,86 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 1.066 | 0,47 | 228 | 1,79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 108.100 | 141,29 | 23.098 | 145,11 | |||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.473 | 4,04 | 528 | 5,81 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 27.360 | 3,65 | 5.846 | 5,26 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2.102 | 94,99 | 449 | 98,67 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 2.614 | 3,65 | 559 | 5,28 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 4.583 | 1,48 | 979 | 3,16 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 59.628 | 2,31 | 12.741 | 3,93 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 460.764 | 2,51 | 98.451 | 4,13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29.976 | 21,07 | 6.305 | 25,10 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 12.472 | 0,08 | 2.665 | 1,64 | ||||
| 2026-05-15 | 13F | EFG International AG | 3.143 | 89,22 | 673 | 92,84 | ||||
| 2026-05-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 8.905 | 1.903 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.394 | 14,70 | 725 | 16,56 | ||||
| 2026-04-29 | 13F | Es4, Llc | 4.640 | 0,39 | 991 | 1,95 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 8.180 | 0,01 | 1.748 | 1,57 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 109.077 | 2,39 | 23.306 | 4,01 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 79.289 | 3,59 | 16.942 | 5,22 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 2.538 | 0,28 | 542 | -2,17 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.270 | 0,35 | 485 | 2,11 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 4.542 | 0,33 | 973 | 1,99 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 862.297 | 3,26 | 184.247 | 4,90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 130.652 | 3,48 | 27.916 | 5,12 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 20.282 | 33,54 | 4.334 | 35,66 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5.200 | 1.111 | ||||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 20.008 | 9,58 | 4.275 | 11,33 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 10.503 | 0,09 | 2.209 | 3,42 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 2.144 | 94,91 | 458 | 98,27 | ||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 72.440 | 0,18 | 15.478 | 1,77 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.243 | 32,72 | 907 | 34,82 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 305 | 0,33 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 35.532 | 171,59 | 7.592 | 175,97 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.282 | 0,23 | 274 | 1,49 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.673 | 1,98 | 571 | 3,63 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 3.297 | 0,33 | 704 | 1,88 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 1.398 | 299 | ||||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 7.707 | 1,29 | 1.732 | 8,25 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9.996 | 2.136 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.200 | 70,21 | 1 | |||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 9.993 | 1,98 | 2.135 | 3,59 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 11.484 | 4,46 | 2.454 | 6,10 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 5.760 | 1.238 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.666 | 127,93 | 1.852 | 131,66 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 338 | 72 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 115 | 0 | ||||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 943 | 201 | ||||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 93.796 | 7,37 | 20.041 | 9,07 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 66.659 | 0,52 | 14.243 | 2,11 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 139.146 | 0,41 | 29.731 | 2,00 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 16.007 | 134,81 | 3.420 | 138,66 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2.843 | 0,11 | 608 | 1,68 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.835 | 45,42 | 1.648 | 47,67 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 5.325 | 0,08 | 1.138 | 1,61 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 5.308 | 2,69 | 1.134 | 4,32 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 217 | 46 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 57.342 | 2,59 | 12.252 | 4,21 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 4.098 | 15,63 | 876 | 17,45 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 270.091 | 41,56 | 57.710 | 43,80 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 31.234 | 8,66 | 6.674 | 10,37 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 47.057 | 1,32 | 10.055 | 2,92 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3.865 | 0,36 | 826 | 1,98 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 4.500 | 962 | ||||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 1.850 | 395 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 3.278 | 0,09 | 700 | 1,74 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 2.359 | 0,08 | 504 | 1,82 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 3.106 | 0,39 | 664 | 2,00 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 14.368 | 1,81 | 3.070 | 3,44 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 2.129 | 54,39 | 455 | 56,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 2.700 | 568 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 13.321 | 4,95 | 2.802 | 8,40 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 31.722 | 1,22 | 6.778 | 2,82 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 5.196 | 1.110 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 15.357 | 31,25 | 3.281 | 33,32 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 2.907 | 0,28 | 621 | 1,97 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 93.700 | 2.922,58 | 20.021 | 2.970,55 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 979 | 209 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 146.216 | 2,14 | 31.242 | 3,76 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 157.106 | 7,01 | 33.569 | 8,70 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 307.868 | 6,70 | 64.757 | 10,24 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 450 | 96 | ||||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 112.865 | 2,60 | 24.116 | 4,22 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 4.368 | 0,39 | 933 | 1,97 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 780.824 | 5.861,40 | 166.839 | 5.955,83 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 18.547 | 0,07 | 3.963 | 1,64 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 3.293 | 0,40 | 704 | 2,03 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 7.668 | 28,79 | 1.638 | 30,83 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 46.445 | 11,47 | 9.924 | 13,24 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 4.921 | 1.051 | ||||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 17.055 | 4,11 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.070 | 23,41 | 229 | 25,27 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 3.005 | 1,38 | 642 | 3,05 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 1.837 | 393 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 943 | 201 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 418 | 89 | ||||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 950 | 203 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 44.026 | 226,82 | 9 | 350,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 224.645 | 1,25 | 48.000 | 2,85 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 26.537 | 0,66 | 5.670 | 2,25 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.133 | 2,72 | 242 | 4,31 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 380.721 | 22,84 | 81.349 | 24,78 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 2.587 | 553 | ||||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 4.039 | 863 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 74.372 | 2,18 | 15.891 | 2,89 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 898 | 280 | ||||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 12.762 | 0,40 | 2.727 | 1,98 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3.863 | 12,13 | 825 | 13,95 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5.093 | 3,88 | 1.088 | 5,53 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 29.430 | 2,73 | 6.288 | 4,37 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 20.009 | 82,03 | 4.275 | 84,90 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44.560 | 3,00 | 9.521 | 4,64 | ||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 1.401 | 0,36 | 299 | 2,05 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 6.341 | 1.355 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 7.002 | 0,86 | 1.496 | 2,47 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 30.271 | 1,84 | 6.468 | 3,45 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.323 | 2,88 | 710 | 4,57 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 3.211 | 3,21 | 686 | 4,89 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 77.240 | 0,52 | 16.504 | 2,10 |
