Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF, omfatter Oasis Advisors, LLC, Retiremitten Financial Llc, Elevation Advisory Partners LLC, IFG Advisors, LLC, Vanguard National Trust Co, Wealth Care LLC, Vanguard Advisers Inc, Dickmeyer Boyce Financial Management, Inc., Navigation Group, LLC, LightSquare Wealth Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, TRB Wealth Management, LLC, Junk Investment Group, LLC, Gerald Baker Financial Group LLC, Sidoxia Capital Management, LLC, Investment Management Trust, LLC, 3 Factor Indexing, Llc, LaSalle St. Investment Advisors, LLC, og LeClair Wealth Partners LLC .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Private Trust Co Na | 16.807 | 4,78 | 2.489 | 8,12 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 38.590 | 3,85 | 5.715 | 7,16 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4.084 | 0,05 | 605 | 3,25 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.862 | 0,21 | 424 | 3,42 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 21.158 | 2,55 | 3.130 | 5,71 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 118.758 | 0,02 | 17.588 | 3,22 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 88.546 | 19,43 | 13.114 | 23,24 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 421.193 | 32,05 | 62.379 | 36,27 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 345.677 | 6,99 | 51.195 | 10,41 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.891 | 8,06 | 280 | 11,55 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.826 | 2,70 | 270 | 5,88 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 50.165 | 4,22 | 7.429 | 7,56 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 435 | 62 | ||||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 9.376 | 1,88 | 1.389 | 5,15 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28.102 | 4.162 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 79.988 | 1,29 | 11.846 | 4,53 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 3.271 | 12,75 | 505 | 15,07 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 5.119 | 0,65 | 735 | 2,51 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 59.390 | 8,98 | 8.796 | 12,45 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 184.699 | 14,51 | 27.354 | 18,16 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 25.127 | 0,25 | 3.721 | 3,45 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 7.948 | 0,52 | 1.177 | 3,79 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 856.648 | 4,44 | 126.860 | 7,76 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 5.331 | 2,01 | 819 | 9,35 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 18.867 | 7,00 | 2.794 | 10,43 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9.132 | 0,75 | 1.352 | 4,00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 80.547 | 0,96 | 11.929 | 4,18 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 335.331 | 12,75 | 49.662 | 16,35 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 2.193 | 24,46 | 325 | 28,57 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 20.020 | 7,33 | 2.965 | 10,76 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 2.643 | 14,66 | 391 | 18,48 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 7.649 | 1,55 | 1.133 | 4,72 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 17.220 | 7,16 | 2.550 | 10,58 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 17.111 | 10,86 | 2.534 | 14,40 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 7.896 | 45,09 | 1.169 | 49,68 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16.100 | 0,25 | 2.384 | 3,47 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 24.680 | 6,57 | 3.655 | 9,99 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 54.377 | 1,99 | 8.053 | 5,14 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 34.875 | 1,25 | 5.165 | 4,47 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 27.666 | 2,17 | 4.097 | 5,43 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 17.893 | 2.650 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4.956 | 7,95 | 734 | 11,40 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 67.045 | 1,70 | 9.929 | 4,95 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 4.449 | 0,93 | 659 | 4,11 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 16.494 | 4,73 | 2.443 | 8,05 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 225.753 | 1,76 | 33.443 | 5,04 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 1.402 | 208 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.436 | 46,98 | 213 | 51,43 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 14.434 | 0,75 | 2.138 | 3,94 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 53.457 | 1,63 | 7.917 | 4,86 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 20.090 | 5,66 | 2.975 | 9,05 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 4.435 | 5,17 | 657 | 8,43 | ||||
| 2026-05-12 | 13F | Croban | 49.433 | 6,79 | 7.321 | 10,19 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.330 | 16,15 | 493 | 19,95 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 100.459 | 54,07 | 14.878 | 59,00 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 14.566 | 1,37 | 2.157 | 4,61 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 6.499 | 0,05 | 962 | 3,22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 109.257 | 0,55 | 16.181 | 3,76 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 586.809 | 17,05 | 86.906 | 20,79 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3.482 | 0,52 | 533 | 5,98 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 527 | 0,57 | 78 | 4,00 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 13.211 | 12,81 | 1.957 | 16,43 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.328 | 1.069,85 | 345 | 1.128,57 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1.713 | 4,64 | 254 | 7,66 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 29.818 | 2,65 | 4.416 | 5,95 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 2.797 | 0,54 | 416 | 2,47 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.754 | 2,39 | 260 | 5,71 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 30.261 | 1,11 | 4.482 | 4,33 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.174 | 4,79 | 470 | 8,29 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 11.182 | 2,14 | 1.712 | 5,94 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 6.384 | 30,18 | 945 | 34,42 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 40.724 | 1,79 | 6.031 | 4,51 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 33.972 | 1,51 | 5.031 | 4,77 | ||||
| 2026-04-08 | 13F | Exchange Bank | 3.085 | 10,69 | 457 | 14,29 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 122.013 | 8,04 | 18.070 | 11,49 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 62.358 | 4,97 | 9.235 | 8,32 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 84.976 | 12.627 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 48.615 | 22,99 | 7.200 | 26,92 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 29.489 | 0,32 | 4.367 | 3,53 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 1.534 | 227 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 8.660 | 0,80 | 1.283 | 4,06 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 97.919 | 3,95 | 14.502 | 7,27 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10.146 | 13,43 | 1.566 | 21,98 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1.298 | 192 | ||||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 12.671 | 1,81 | 1.877 | 5,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 340 | 0,59 | 50 | 4,17 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 13.830 | 6,03 | 2.048 | 9,40 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 8.414 | 0,11 | 1.246 | 3,32 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 4.860 | 0,02 | 720 | 3,16 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2.203 | 15,34 | 326 | 18,98 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 102.764 | 0,69 | 15.219 | 3,91 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 17.061 | 36,86 | 2.527 | 41,20 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 149.339 | 3,15 | 22.117 | 6,44 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2.169 | 321 | ||||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 79.953 | 18,49 | 11.841 | 22,27 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 58.975 | 53,40 | 8.734 | 58,31 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 4.331 | 0,02 | 641 | 3,22 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.403 | 208 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 94.078 | 6,38 | 13.933 | 9,77 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 16.807 | 1,54 | 2.489 | 4,80 | ||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 619 | 31,98 | 92 | 35,82 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 239.077 | 2,94 | 35.407 | 6,23 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 2.386 | 0,08 | 353 | 3,22 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 7.847 | 1,49 | 1.162 | 4,78 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 197 | 0,51 | 0 | |||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2.592 | 384 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2.843 | 421 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 575 | 1,59 | 85 | 4,94 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 72.337 | 468,46 | 10.713 | 486,69 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 2.215 | 0,27 | 328 | 3,47 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 6.881 | 1,33 | 1.019 | 4,62 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.994 | 1,83 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 79.689 | 2,23 | 11.802 | 5,50 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 1.674 | 248 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 973 | 0,10 | 0 | |||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 735.340 | 1,29 | 108.904 | 4,52 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 3.757 | 556 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 45.944 | 19,83 | 6.804 | 23,66 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 57.391 | 6,91 | 8.500 | 10,32 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.654 | 4,16 | 0 | |||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.124 | 3,01 | 315 | 6,08 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 102.576 | 1,61 | 15.191 | 4,85 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 2.855 | 423 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.780 | 0,34 | 264 | 3,54 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9.691 | 0,68 | 1.435 | 3,91 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 19.352 | 3,47 | 2.866 | 6,78 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 72.813 | 2,92 | 10.784 | 6,19 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 198.037 | 6,08 | 29.329 | 9,47 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 57.656 | 1,82 | 8.539 | 5,07 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2.873 | 0,45 | 426 | 3,66 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 10.294 | 1.525 | ||||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 3.800 | 563 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 396.945 | 24,28 | 58.788 | 28,24 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 3.876 | 11,70 | 574 | 15,26 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 5.662 | 0,27 | 839 | 3,46 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 133.757 | 428,89 | 19.810 | 445,85 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 21.324 | 8,10 | 3.158 | 11,55 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 4.464 | 0,04 | 661 | 3,28 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 3.160 | 0,67 | 468 | 4,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 12.688 | 1.879 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 13.648 | 2,29 | 2.021 | 5,59 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 213.802 | 0,16 | 31.664 | 3,35 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 8.366 | 1.239 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 55.238 | 0,07 | 8.181 | 3,26 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 3.730 | 0,13 | 553 | 3,37 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 4.181 | 49,80 | 619 | 54,75 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.347 | 19,32 | 644 | 23,18 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 166.426 | 1,94 | 24.648 | 5,19 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.513 | 2,70 | 372 | 5,98 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 1.374 | 203 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 5.980 | 0,12 | 886 | 3,27 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 3.820 | 2,06 | 566 | 5,21 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 3.207 | 5,67 | 475 | 8,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.374.374 | 0,09 | 340.770 | 101.926,95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4.124 | 0,56 | 611 | -4,24 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 181.131 | 3,74 | 26.826 | 7,05 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 124.149 | 13,97 | 18.386 | 17,61 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 136.948 | 3,68 | 20.282 | 6,99 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 353.720 | 2,36 | 52.386 | 5,63 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 14.427 | 10,17 | 2.238 | 15,25 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 13.459 | 14,97 | 1.993 | 18,63 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 6.205 | 28,60 | 919 | 32,80 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 5.190 | 0,12 | 769 | 3,23 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 44.402 | 8,29 | 6.576 | 11,74 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 7.653 | 188,36 | 1.133 | 198,16 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 5.135 | 0,69 | 760 | 3,97 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 18.836 | 0,91 | 2.790 | 4,11 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 2.085 | 2,66 | 309 | 5,12 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 15.054 | 1,28 | 2.230 | 4,50 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.118 | 314 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 1.384 | 205 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 178.093 | 4,37 | 26.376 | 7,70 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 63.633 | 4,32 | 9.424 | 7,65 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 26.691 | 0,50 | 3.953 | 3,70 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 12.131 | 14,72 | 1.797 | 18,39 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 263.015 | 7,65 | 38.953 | 11,08 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.960 | 4,20 | 290 | 7,81 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 5.172 | 0,12 | 766 | 2,55 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 53.255 | 7.887 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 3.891 | 15,02 | 558 | 17,23 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 81.500 | 150,00 | 12.070 | 158,02 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 15.475 | 0,58 | 2.292 | 3,76 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 180.798 | 9,16 | 25.948 | 11,15 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 471 | 68 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 14.011 | 4,31 | 2.075 | 7,63 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 17.446 | 224,15 | 2.584 | 234,59 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 228.477 | 9,38 | 33.838 | 12,87 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 2.031 | 301 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 63.323 | 0,58 | 9.378 | 3,80 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.045 | 6,21 | 746 | 9,54 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 28.233 | 7,02 | 4.371 | 12,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 303.736 | 5,03 | 44.983 | 8,38 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 71.827 | 4,21 | 10.638 | 7,53 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 262.386 | 2.553 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.399.111 | 0,07 | 207.208 | 3,44 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 9.613 | 2,78 | 1.424 | 6,04 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 3.455 | 14,98 | 512 | 18,56 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 24.863 | 6,28 | 3.682 | 9,68 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 13.994 | 1,05 | 2.073 | 4,28 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2.278 | 19,39 | 337 | 23,44 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3.097 | 459 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 195.769 | 31,79 | 28.993 | 36,00 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 3.725 | 0,40 | 552 | 3,57 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2.295 | 59,60 | 340 | 64,56 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 499 | 42,57 | 74 | 46,00 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2.010 | 32,06 | 298 | 36,24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.307 | 3,92 | 342 | 7,23 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 9.573 | 1,67 | 1.418 | 4,89 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.899 | 32,80 | 874 | 37,05 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 78.367 | 2,27 | 11.606 | 5,54 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.412 | 0,38 | 505 | 3,70 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 4.768 | 0,59 | 1 | |||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 12.408 | 0,48 | 1.838 | 3,67 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 21.689 | 31,75 | 3.212 | 35,99 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 3.594 | 0,17 | 532 | 3,50 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3.144 | 4,56 | 486 | 4,97 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 1.945 | 0,05 | 288 | -3,03 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 196.748 | 0,87 | 28.237 | 2,71 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 155.197 | 0,83 | 22.985 | 4,04 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 62.297 | 12,21 | 9.226 | 15,80 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 3.096 | 6,28 | 459 | 9,57 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 12.704 | 1.882 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 424 | 1,68 | 63 | 5,08 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 1.946 | 19,31 | 288 | 23,08 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 2.695 | 55,24 | 399 | 60,24 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 546 | 81 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 2.164 | 2,37 | 320 | 5,61 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 733 | 109 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 290.905 | 4,46 | 43.083 | 7,80 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 9.734 | 38,60 | 1.442 | 43,10 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.454 | 0,28 | 215 | 3,37 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 17.542 | 0,01 | 2.678 | 6,40 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 2.479 | 39,04 | 367 | 43,92 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 2.935 | 0,20 | 435 | 3,33 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 13.974 | 590,42 | 2.070 | 613,45 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 360 | 53 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 22.811 | 1,15 | 3.378 | 4,39 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 3.989 | 2,49 | 591 | 5,73 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 70.433 | 10.431 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 6.067 | 0,03 | 942 | 8,16 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.043 | 1,16 | 154 | 4,05 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 268.922 | 0,42 | 39.827 | 3,62 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 3.714 | 550 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2.142 | 0,37 | 317 | 3,59 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 41.004 | 4,39 | 6.073 | 7,72 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 56.975 | 2,98 | 8.438 | 6,27 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 8.676 | 0,02 | 1.285 | 3,22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11.207 | 93,26 | 1.660 | 99,40 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 1.523 | 237 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 21.448 | 1,21 | 3.177 | 4,44 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 4.629 | 686 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 21.176 | 8,21 | 3.136 | 11,68 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2.214 | 0,54 | 0 | |||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 10.370 | 0,37 | 1.536 | 3,58 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 1.970 | 1,23 | 292 | 4,30 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.813 | 8,07 | 404 | 10,11 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 66.512 | 9.850 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.399 | 7,96 | 1.688 | 11,42 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 57.998 | 3,09 | 8.590 | 6,38 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 78.136 | 17,88 | 11.572 | 21,63 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 3.200 | 33,33 | 474 | 37,50 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 2.026 | 0,60 | 300 | 3,46 | ||||
| 2026-04-28 | 13F | Cabana Llc | 2.698 | 17,51 | 400 | 21,28 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 2.590 | 4,94 | 384 | 8,19 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 997 | 88,47 | 148 | 96,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 96.476 | 8,69 | 14.288 | 12,16 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 731.082 | 3,79 | 108.273 | 7,10 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 32.811 | 8,99 | 4.859 | 11,68 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6.871 | 1,40 | 1.018 | 4,63 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 92.205 | 36,81 | 13.656 | 41,18 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 7.171 | 7,79 | 1 | |||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 3.651 | 61,26 | 541 | 66,67 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 4.284 | 634 | ||||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 149.535 | 318,10 | 22.146 | 331,53 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 9.740 | 5,16 | 1.442 | 8,50 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 38.966 | 24,50 | 6.020 | 30,33 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.359 | 349 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 511 | -24,56 | ||||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 62.420 | 1,24 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 22.167 | 10,04 | 3.283 | 13,52 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 198 | 29 | ||||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 36.696 | 21,63 | 5.435 | 25,50 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 2.195 | 0,09 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 1.813 | 0,22 | 268 | 3,47 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 10.130 | 6,96 | 1.500 | 10,38 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 4.132 | 612 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 33.838 | 0,80 | 5.011 | 4,01 | ||||
| 2026-05-06 | 13F | CNB Bank | 528 | 20,55 | 78 | 25,81 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 128.075 | 10,32 | 18.968 | 13,84 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 175.457 | 1,05 | 25.985 | 4,28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 72.110 | 7,98 | 10.679 | 11,43 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 59.702 | 8,41 | 8.842 | 11,87 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8.645 | 7,11 | 1.280 | 10,54 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1.940 | 0,41 | 287 | 3,61 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 76.449 | 3,52 | 11.322 | 6,83 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.985.657 | 15,04 | 435.146 | 16,83 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 14.026 | 17,51 | 2.077 | 21,25 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 17.142 | 7,50 | 2.539 | 10,93 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 12.279 | 75,51 | 1.819 | 81,08 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 35.262 | 0,95 | 5.222 | 6,07 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21.826 | 13,62 | 3.232 | 17,27 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 248.838 | 64,96 | 36.853 | 70,22 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1.665 | 247 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.957 | 3,17 | 882 | 6,52 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 21 | 3 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 9.086 | 5,90 | 1.346 | 9,26 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 74.156 | 0,33 | 10.982 | 3,54 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 32.950 | 13,16 | 4.880 | 16,75 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 16.643 | 7,06 | 2.465 | 10,44 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 26.618 | 0,50 | 3.942 | 3,71 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 346 | 0,58 | 51 | 4,08 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 5.393 | 5,64 | 799 | 9,02 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 4.329 | 0,44 | 641 | 3,72 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 17.368 | 0,61 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 212.958 | 0,29 | 31.539 | 3,49 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 692 | 102 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.399 | 207 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 3.857 | 0,16 | 1 | |||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15.796 | 2,28 | 2.343 | 5,54 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 11.299 | 14,75 | 1.673 | 18,40 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 30.541 | 0,03 | 4.523 | 3,24 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 2.223 | 51,12 | 329 | 55,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 46.432 | 132,70 | 6.876 | 140,17 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 70.786 | 12,68 | 10.483 | 16,28 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 3.386 | 0,21 | 502 | 3,51 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.148 | 21,60 | 910 | 25,52 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 8.811.881 | 14.228,96 | 312 | -96,46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 27.565 | 27,06 | 4.078 | 31,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 586.333 | 0,61 | 86.836 | 3,82 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 84.688 | 1,08 | 12.542 | 2,14 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 13.149 | 1,97 | 1.947 | 5,24 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 3.450 | 541 | ||||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 4.242 | 0,05 | 628 | 3,29 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 1.795 | 266 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 17.451 | 9,00 | 2.584 | 12,49 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 4.802 | 0,10 | 711 | 3,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 692.223 | 5,97 | 99.366 | 5,99 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 2.409 | 357 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 4.464 | 99,82 | 661 | 106,56 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 40.382 | 0,81 | 5.981 | 4,02 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 38 | 6 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 5.403 | 75,82 | 800 | 81,41 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 17.763 | 0,58 | 2.631 | 3,79 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 10.713 | 0,26 | 1.587 | 3,46 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 1.655 | 0,36 | 245 | 3,81 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7.056 | 64,63 | 1.045 | 69,92 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 112.660 | 0,70 | 16.685 | 3,92 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 8.802 | 0,54 | 1.304 | 3,74 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11.600 | 3,76 | 1.718 | 7,04 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 10.031 | 1,18 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 15.889 | 49,28 | 2.353 | 54,09 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 60.252 | 87,70 | 8.923 | 93,68 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 4.803 | 15,48 | 689 | 17,58 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14.988 | 22,54 | 2.215 | 26,15 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 11.809 | 20,03 | 1.749 | 23,88 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 16.581 | 8,44 | 2.456 | 11,90 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 1.370 | 203 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 41.552 | 25,55 | 6.154 | 29,56 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 2.241 | 5,51 | 332 | 8,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 136.721 | 6,72 | 20.248 | 10,12 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 21.643 | 1,72 | 3.205 | 4,98 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.875 | 0,10 | 426 | 3,16 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5.586 | 827 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 2.257 | 324 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 15.037 | 1,11 | 2.227 | 4,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 868.479 | 4,75 | 128.622 | 8,09 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 145.206 | 2,39 | 21.505 | 5,66 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 17.676 | 22,42 | 2.618 | 26,30 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.156 | 0,20 | 1.060 | 3,32 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 516.733 | 7,59 | 76.528 | 11,02 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8.448 | 7,51 | 1.251 | 11,00 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 22.470 | 3 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 11.826 | 9,14 | 1.751 | 12,60 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 1.855 | 2,77 | 275 | 5,79 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 373.493 | 0,61 | 56.146 | 5,38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.030 | 153 | ||||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 82 | 12 | ||||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 12.195 | 23,28 | 1.806 | 27,27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 752.342 | 6,15 | 111.422 | 9,54 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 36.976 | 4,76 | 5.476 | 8,11 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2.738 | 0,04 | 405 | 3,32 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4.185 | 1,11 | 620 | 4,21 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2.269 | 336 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.297 | 604,89 | 0 | |||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 5.750 | 852 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 64.699 | 2,77 | 9.582 | 6,04 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7.055 | 1,79 | 1.045 | 5,03 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 8.318 | 16,37 | 1.232 | 20,10 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 11.261 | 0,28 | 1.668 | 3,48 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.040.153 | 1,20 | 154.047 | 4,43 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 35.533 | 7,63 | 5.263 | 11,06 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 2.357 | 1,64 | 349 | 5,12 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 43.558 | 1,56 | 6.451 | 4,05 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 329.681 | 4,98 | 48.826 | 8,33 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 4.532 | 0,02 | 650 | 1,88 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 42.034 | 3,24 | 6.225 | 6,54 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 25.678 | 11,34 | 3.803 | 14,07 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 52.866 | 694,02 | 7.830 | 719,79 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5.454.000 | 1,70 | 793.448 | 3,09 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 13.302 | 0,83 | 1.970 | 4,07 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 3.900 | 105,26 | 578 | 112,13 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 3.524 | 26,81 | 522 | 31,16 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 7.982 | 1.182 | ||||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 2.485 | 6.112,50 | 357 | 7.020,00 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 11.394 | 2,65 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 45.322 | 5,05 | 6.712 | 8,42 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 59.826 | 1,17 | 8.860 | 4,41 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1.794 | 0,39 | 266 | 3,52 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 36.547 | 1,89 | 5.413 | 5,15 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 197.241 | 1,67 | 29.215 | 4,96 | ||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 211.254 | 105,12 | 31 | 121,43 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 54.486 | 31,21 | 8.069 | 35,41 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 3.055 | 0,07 | 452 | 3,20 | ||||
| 2026-05-01 | 13F | Avion Wealth | 174.887 | 1,78 | 26 | 4,17 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 2.131 | 1,67 | 316 | 5,00 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 3.510 | 19,96 | 519 | 23,87 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 164.208 | 61,31 | 24.319 | 66,47 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.570 | 22,64 | 529 | 26,62 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 118 | 17 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 900 | 133 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.207 | 179 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 4.580 | 6,24 | 678 | 9,71 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 82.336 | 2,60 | 12.194 | 5,87 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 24.645 | 3,93 | 3.650 | 7,23 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 287 | 43 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 184.342 | 1,18 | 27.301 | 4,41 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 3.793 | 588 | ||||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 3.261 | 0,03 | 483 | 3,21 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 9.559 | 11,70 | 1.416 | 15,23 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 6.878 | 6,19 | 1.019 | 9,58 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 85.895 | 0,25 | 12.721 | 3,46 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 61.506 | 2,20 | 9.109 | 5,46 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.455.190 | 2,45 | 215.522 | 5,73 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 16.155 | 26,36 | 2.393 | 30,43 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 3.960 | 7,58 | 587 | 10,98 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 75.742 | 4,63 | 11.217 | 7,97 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 21.918 | 2,55 | 3.246 | 5,80 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 10.711 | 0,52 | 1.586 | 3,73 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 13.184 | 17,51 | 1.953 | 21,24 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 18.960 | 0,47 | 2.808 | 3,69 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 16.691 | 4,42 | 2.472 | 7,72 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 7.201 | 0,49 | 1.066 | 3,70 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 1.795 | 0,34 | 266 | 3,52 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 28.895 | 0,31 | 4.279 | 3,51 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7.486 | 5,96 | 1.109 | 9,38 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 18.210 | 100,18 | 1.737 | 33,10 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.054 | 304 | ||||||
| 2026-04-14 | 13F | Moller Financial Services | 2.489 | 0,48 | 369 | 3,66 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 9.693 | 1.436 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 26.591 | 0,45 | 3.938 | 3,66 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 8.929 | 0,55 | 1.322 | 3,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 32.016 | 0,72 | 4.742 | 3,92 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 1.267.700 | 16,89 | 187.746 | 20,62 | |||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 11.242 | 3,68 | 1.665 | 6,94 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 3.016 | 0,03 | 447 | 3,24 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 14.068 | 1,44 | 2.083 | 4,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 942.329 | 0,77 | 139.559 | 3,98 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 8.216 | 1,75 | 1.217 | 5,01 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 1.386 | 205 | ||||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3.840 | 14,73 | 571 | 13,77 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 58.813 | 4,86 | 8.710 | 8,21 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 174 | 75,76 | 27 | 85,71 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.624 | 685 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 80.425 | 6,71 | 11.911 | 10,11 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4.750 | 1,34 | 703 | 4,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 238.986 | 16,45 | 35.394 | 20,16 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 1.445 | 214 | ||||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1.892 | 1,01 | 280 | 4,48 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 257.625 | 2,66 | 38.154 | 5,94 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 644 | 8,42 | 95 | 11,76 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 2.837.108 | 100,00 | 398.642 | 100,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 10.371 | 5,95 | 1.536 | 9,33 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 15.247 | 3,32 | 2.258 | 6,66 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 2.142 | 0,47 | 317 | 3,93 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.274 | 4,60 | 781 | 8,02 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 191.212 | 28.319 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 4.863 | 0,06 | 720 | 3,30 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 1.471 | 1,45 | 218 | 4,33 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 2.348 | 348 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 3.601 | 25,51 | 517 | 27,72 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 11.554 | 9,37 | 1.711 | 12,86 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 4.237 | 11,97 | 627 | 15,47 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 1.390 | 0 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2.436 | 0,12 | 361 | 3,15 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5.917 | 51,99 | 876 | 56,99 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2.620 | 50,32 | 388 | 55,20 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 11.577 | 50,02 | 1.715 | 3,75 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 2.936 | 435 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 11.391 | 11,45 | 1.687 | 15,08 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 11.364 | 35,30 | 1.683 | 39,67 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 331.376 | 1,34 | 49.077 | 4,57 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 1.580 | 2,66 | 234 | 5,91 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.930 | 0,05 | 286 | 3,26 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 6.700 | 992 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 20 | 3 | ||||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2.084 | 33,25 | 309 | 37,50 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 7.026 | 10,84 | 1.041 | 14,41 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 1.518 | 0,53 | 225 | 3,70 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3.329 | 3,61 | 493 | 6,94 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 37.326 | 5,92 | 5.528 | 9,31 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 6.603 | 0,02 | 978 | 3,17 | ||||
| 2026-04-21 | 13F | Creekside Partners | 13.698 | 0,04 | 2.029 | 3,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 29.658 | 9,67 | 4 | 33,33 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 1.906 | 1,06 | 282 | 4,44 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 24.566 | 18,30 | 3.638 | 22,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 1.610 | 2,42 | 238 | 5,78 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.375 | 0,07 | 648 | 3,19 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 913.105 | 0,45 | 135.231 | 3,66 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 22.944 | 41,41 | 3.398 | 45,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 167.178 | 323,73 | 24.734 | 336,82 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 20.235 | 11,41 | 2.997 | 14,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 27.033 | 0,83 | 4.004 | 4,00 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 45 | 0 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2 | 100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 29.161 | 2,93 | 4.319 | 2,96 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 19.235 | 4,12 | 2.849 | 7,43 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.558 | 1,41 | 971 | 4,63 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 155.660 | 7,49 | 23.053 | 10,92 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 27.057 | 27,38 | 4.007 | 31,46 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 520 | 77 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 22.424 | 6,63 | 3.321 | 10,01 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 72.404 | 0,07 | 10.723 | 3,26 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 86.095 | 28,74 | 12.751 | 32,84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.483 | 3,02 | 4.366 | 6,31 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 5.876 | 68,03 | 870 | 73,65 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 442 | 30,38 | 65 | 35,42 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 2.644 | 391 | ||||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 117.434 | 2,41 | 17.392 | 5,68 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 39.029 | 0,41 | 5.780 | 3,62 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 12.838 | 136,04 | 1.901 | 143,72 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 41.365 | 7,48 | 6.126 | 10,92 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 104.703 | 2,81 | 15.507 | 6,09 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 9.173 | 15,88 | 1.359 | 19,54 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.000 | 296 | ||||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 6.800 | 1,49 | 1.007 | 4,79 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 126 | 19 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 2.902 | 13,80 | 417 | 15,88 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 205.856 | 2,19 | 30.487 | 5,45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 9.884 | 2,20 | 1.462 | 5,41 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 124.693 | 18.467 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 212.349 | 0,65 | 31 | 3,33 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.836 | 145,11 | 568 | 153,57 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 224.100 | 1,74 | 33.189 | 4,99 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 58.249 | 4,38 | 9 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 19.709 | 0,06 | 2.919 | 3,22 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.303 | 4,62 | 489 | 10,14 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.383 | 501 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 5.860 | 13,08 | 868 | 16,69 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 3.758 | 539 | ||||||
| 2026-04-24 | 13F | United Community Bank | 20.038 | 40,49 | 2.968 | 44,94 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 418 | 0,24 | 62 | 3,39 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 399 | 3,11 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.712 | 254 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 22.802 | 12,33 | 3.377 | 15,89 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 4.416 | 0,84 | 654 | 4,14 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 10.600 | 1,85 | 1.570 | 5,09 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 71.180 | 0,47 | 10.542 | 3,68 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 9.787 | 0,92 | 1.450 | 4,17 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 15.492 | 1,23 | 2.294 | 4,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21.897 | 3.243 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.777 | 1,15 | 1.004 | 4,37 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 18.404 | 1,76 | 2.726 | 5,01 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 457.412 | 5,24 | 67.743 | 8,60 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 2.600 | 385 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 4.529 | 1,34 | 671 | 4,52 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 9.875 | 1.462 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 3.553 | 71,89 | 526 | 77,70 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 60.791 | 1,45 | 9.003 | 4,69 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 1.368 | 203 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.880 | 0,86 | 278 | 4,12 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 104.118 | 5,57 | 15.420 | 8,94 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 88.643 | 9,38 | 13.128 | 12,88 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 8.229 | 0,30 | 1.219 | 3,48 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2.018 | 2,91 | 290 | 4,71 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3.218 | 0,59 | 477 | 3,70 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 3.000 | 0,03 | 444 | 3,26 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 4.436 | 0,32 | 657 | -4,23 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 34.504 | 56,51 | 5.110 | 61,50 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.037 | 11,14 | 2.079 | 14,68 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 187.912 | 1,00 | 27.830 | 4,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 147.764 | 19,84 | 21.884 | 23,66 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 4.925 | 14,64 | 729 | 18,34 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 3.691 | 547 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13.555 | 5,80 | 1.945 | 7,76 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 820 | 10,07 | 121 | 14,15 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 130.497 | 9,29 | 19 | 11,76 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 60.454 | 2,17 | 8.953 | 5,44 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 94.578 | 86,12 | 14.007 | 92,09 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 935 | 10,91 | 138 | 15,00 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 6.042 | 139,10 | 935 | 158,01 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 28.413 | 4.208 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.204 | 20,69 | 1.067 | 24,53 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.409 | 0,38 | 357 | 3,49 | ||||
| 2026-05-11 | 13F | Commerce Bank | 368.959 | 135,54 | 54.643 | 143,06 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 4.695 | 0,45 | 695 | 3,73 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 645.989 | 0,60 | 95.671 | 3,81 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 18.824 | 66,72 | 2.788 | 72,04 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 77.423 | 1,14 | 11.467 | 4,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 774.708 | 1,73 | 114.747 | 4,98 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 2.311 | 10,89 | 342 | 14,38 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 102.373 | 0,36 | 15.161 | 3,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3.722.386 | 29,33 | 551.285 | 33,46 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 12.549 | 0,90 | 1.859 | 4,15 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 30.022 | 1,70 | 4.446 | 4,96 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 223.217 | 1,09 | 33.059 | 3,98 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 475 | 90,00 | 70 | 100,00 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 100.404 | 1,93 | 14.870 | 5,18 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7.952 | 6,42 | 1.178 | 9,79 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 1.980 | 2,59 | 293 | 6,16 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 77.292 | 11.447 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 1.358 | 201 | ||||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 33.235 | 0,01 | 4.922 | 3,21 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.354 | 200 | ||||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 19.192 | 0,02 | 2.842 | 3,20 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 1.669 | 0,06 | 247 | 3,35 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6.937 | 1.027 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 439.845 | 5,46 | 65.141 | 8,83 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 23.231 | 0,14 | 3.441 | 114.600,00 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 37.330 | 0,32 | 5.719 | -1,80 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.799 | 0,16 | 563 | 3,31 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.460 | 1,57 | 1.645 | 3,40 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.889 | 280 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 14.061 | 141,51 | 2.082 | 149,34 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 54.752 | 6,50 | 8.109 | 9,89 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 1.642 | 0,61 | 243 | 3,85 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 2.234 | 331 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.813 | 238,79 | 1.009 | 250,35 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 2.312 | 342 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 437.000 | 27,48 | 64.720 | 31,55 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 396.206 | 1,46 | 59 | 3,57 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 3.592 | 4,78 | 532 | 8,35 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 96.652 | 5,74 | 14.313 | 9,11 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 14.539 | 3,84 | 2.153 | 7,17 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.684 | 17,54 | 2.471 | 21,26 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 56 | 8 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8.745 | 0,10 | 1.295 | 3,35 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 171 | 25 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 4.051 | 12,15 | ||||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2.681 | 0,04 | 414 | 4,02 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 12.646 | 198,89 | 1.873 | 208,40 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3.206 | 475 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 22.100 | 3.273 | |||||
| 2026-04-20 | 13F | City State Bank | 65.573 | 6,20 | 9.711 | 9,59 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 1.993 | 0,61 | 295 | 3,87 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 41.503 | 0,98 | 6.147 | 4,19 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.260.883 | 15,07 | 186.737 | 18,74 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 34.300 | 5.080 | |||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 6.433 | 11,72 | 953 | 15,25 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 2.764 | 3,60 | 409 | 7,07 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 12.514 | 2,66 | 1.853 | 5,95 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 2.707 | 0,59 | 401 | 3,63 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 22.948 | 599,42 | 3.530 | 651,06 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 11.922 | 56,97 | 1.766 | 62,08 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 953 | 141 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 6.142 | 7,68 | 910 | 11,12 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 4.790 | 25,10 | 709 | 29,14 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6.140 | 0,16 | 908 | 3,30 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 13.992 | 0,08 | 2.072 | 3,29 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 4.827 | 32,90 | 750 | 39,15 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 3.647 | 27,65 | 540 | 31,71 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 46.554 | 1,69 | 6.895 | 4,93 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1.938 | 287 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.428 | 2,39 | 508 | 5,63 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 2.835 | 11,44 | 420 | 14,79 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.065 | 5,65 | 454 | 8,89 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 267.243 | 16,48 | 39.579 | 20,20 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 1.397 | 0,07 | 207 | 3,00 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 16.521 | 6,26 | 2.447 | 9,64 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16.722 | 33,40 | 2.476 | 37,63 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 24.590 | 34,25 | 3.642 | 38,55 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 14.364 | 0,28 | 2.127 | 3,50 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 23.421 | 1,14 | 3.469 | 4,36 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 6.413 | 950 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 11.467 | 3,60 | 1.698 | 6,93 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 1.667 | 247 | ||||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 37.278 | 54,26 | 5.521 | 59,17 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9.937 | 1,80 | 1.472 | 5,07 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.188 | 0,69 | 1.064 | 3,91 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 306.905 | 0,63 | 45.453 | 3,85 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2.843 | 9,68 | 421 | 13,17 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 2.680 | 0,56 | 397 | 3,93 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 1.843 | 0,38 | 273 | 3,42 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 41.636 | 7,07 | 6.166 | 10,48 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.666 | 29,75 | 260 | 36,84 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 74.233 | 10,88 | 10.994 | 14,42 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 87.598 | 2,65 | 12.973 | 5,93 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 9.853 | 1.458 | ||||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 11.706 | 2,53 | 1.734 | 5,80 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.699.936 | 2,07 | 399.861 | 5,33 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2.287 | 0,75 | 339 | 4,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 749.545 | 3,27 | 111.008 | 6,56 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 20.332 | 0,85 | 3.011 | 4,08 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 47.200 | 6.990 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 33.947 | 2,07 | 5.028 | 5,32 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.963 | 3,12 | 587 | 6,35 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 647 | 96 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 4.269 | 0,07 | 632 | 3,27 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 37.484 | 1,31 | 5.551 | 4,54 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 594 | 85 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 11.269 | 12,38 | 1.725 | 19,81 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11.314 | 3,08 | 1.676 | 6,35 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 19.237 | 0,26 | 2.849 | 3,45 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 8.379 | 2,31 | 1.241 | 5,53 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 4.438 | 106,04 | 657 | 112,62 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.473 | 0,41 | 218 | 3,81 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 8.739 | 13,35 | 1.294 | 17,00 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 1.435 | 213 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 5.091 | 11,42 | 754 | 14,96 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4.907 | 93,11 | 727 | 99,45 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 13.833 | 2.049 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 171.583 | 0,58 | 25.411 | 3,79 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 162.017 | 4,00 | 23.995 | 7,27 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 59.923 | 89,95 | 8.875 | 96,02 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 31.425 | 4.654 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 117.763 | 0,35 | 17.441 | 3,55 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 45.843 | 1,86 | 6.789 | 5,11 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 29.086 | 15,10 | 4.308 | 18,78 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 3.964 | 8,51 | 587 | 12,02 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 41.142 | 6.093 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 955.524 | 2,87 | 141.513 | 6,15 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 4.068 | 602 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 223.260 | 2,17 | 33.065 | 5,43 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 1.491 | 16,85 | 221 | 20,22 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2.742 | 12,29 | 406 | 16,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 65 | 109,68 | 10 | 125,00 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 180.206 | 32,01 | 26.689 | 36,23 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 332.863 | 1,67 | 49.297 | 4,92 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 35.185 | 9,59 | 5.211 | 13,09 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 5.862 | 0,29 | 868 | 3,58 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 60.117 | 7,62 | 8.903 | 11,05 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 24.286 | 0,16 | 3.597 | 3,36 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 5.581 | 0,47 | 827 | 3,64 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 17.960 | 29,75 | 2.660 | 33,89 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 45.400 | 6,64 | 6.724 | 10,05 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 45.783 | 3,79 | 6.780 | 7,11 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 62.073 | 15,01 | 9.193 | 18,68 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 15.822 | 46,51 | 2.455 | 50,55 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 5.089 | 23,58 | 754 | 27,41 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 606.300 | 50,97 | 89.793 | 55,79 | |||
| 2026-05-07 | 13F | Sage Financial Group Inc | 3.701 | 1,29 | 548 | 4,58 | ||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 1.405 | 0,57 | 208 | 4,00 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 2.407 | 0,29 | 356 | 3,49 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 2.750 | 36,54 | 355 | 22,49 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 2.284 | 19,33 | 338 | 23,36 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2.925 | 1,74 | 433 | 5,10 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 552.464 | 39,42 | 81.819 | 43,87 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.590 | 12,68 | 532 | 16,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.949.873 | 1,90 | 289 | 5,11 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 9.987 | 12,25 | 1.479 | 15,91 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 11.001 | 0,58 | 1.629 | 3,82 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 28.260 | 4,03 | 4.185 | 7,36 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 102.033 | 4,70 | 15.111 | 8,04 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 247.703 | 1,58 | 36.685 | 4,83 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.591 | 228 | ||||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 10.000 | 14,23 | 1.481 | 17,91 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 16.290 | 2,29 | 2.413 | 5,56 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2.654 | 34,04 | 422 | 47,55 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 3.277 | 1,33 | 485 | 4,53 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 30.337 | 0,86 | 4.493 | 0,65 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.314 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 15.390 | 14,16 | 2.279 | 17,79 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.451.729 | 0,03 | 511.201 | 3,22 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.597 | 237 | ||||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 34.325 | 72,26 | 5.083 | 77,79 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 36.291 | 4,73 | 5.375 | 8,06 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 66.829 | 29,56 | 9.737 | 30,46 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 55.383 | 1,76 | 8.202 | 5,02 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 10.354.566 | 1,49 | 1.533.511 | 4,72 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 521.283 | 175,44 | 74.815 | 180,49 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 13.540 | 0,18 | 2.005 | 3,40 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 497 | 74 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12.917 | 15,07 | 1.913 | 18,75 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 71.937 | 0,69 | 10.654 | 106.430,00 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 79.793 | 959,11 | 11.817 | 993,15 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 20.219 | 3,53 | 2.994 | 6,85 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 2.890 | 428 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 181.034 | 0,03 | 26.811 | 3,23 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 583.072 | 2,30 | 86.304 | 5,50 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 2.755 | 8,81 | 0 | |||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 27.962 | 4.141 | ||||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 1.980 | 293 | ||||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 3.547 | 0,17 | 525 | 3,35 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 29.323 | 7,69 | 4.343 | 11,13 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 10.620 | 44,18 | 1.573 | 48,72 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 136.981 | 1,19 | 20 | 5,26 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 50.530 | 22,76 | 7.483 | 26,68 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 4.524 | 0,22 | 670 | 3,55 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 3.805 | 1,20 | 564 | 4,45 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2.069 | 306 | ||||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 65.031 | 27,93 | 9.631 | 32,02 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 1.440 | 0,07 | 213 | 3,40 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.758.401 | 1,83 | 1.889.519 | 5,08 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 2.810 | 66,77 | 416 | 72,61 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 5.665 | 119,15 | 839 | 126,49 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 57.833 | 0,44 | 8.565 | 3,65 | ||||
| 2026-04-08 | 13F | FOCUS Wealth Advisors, LLC | 6.108 | 0,02 | 905 | 3,20 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 2.495 | 9,91 | 370 | 13,54 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 212.775 | 0,51 | 31.512 | 3,72 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 3.141 | 0,58 | 465 | 3,79 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 9.913 | 1,17 | 1.468 | 4,41 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 401 | 0,75 | 59 | 3,51 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4.390 | 8,40 | 650 | 11,88 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 31.068 | 77,80 | 4.601 | 83,53 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1.765 | 262 | ||||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 3.518 | 2,15 | 521 | 5,47 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 90.185 | 10,53 | 13.357 | 14,06 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 122.539 | 959,48 | 18.148 | 993,91 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 2.271 | 336 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 376.906 | 11,75 | 55.820 | 15,32 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 31.186 | 4,70 | 4.619 | 8,05 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 20.170 | 1,95 | 2.987 | 5,21 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 5.018 | 35,44 | 743 | 39,92 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 559.760 | 1,81 | 82.900 | 5,06 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 7.571 | 1,80 | 1.121 | 5,06 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 7.780 | 8,77 | 1.152 | 12,28 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7.779 | 31,51 | 1.148 | 37,65 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 25.962 | 1,95 | 3.845 | 5,20 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 107 | 16 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 12.438 | 2,68 | 1.842 | 5,98 | ||||
| 2026-04-21 | 13F | SWS Partners | 4.266 | 0,28 | 632 | 3,44 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3.681 | 12,53 | 545 | 16,20 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 3.059 | 7,00 | 453 | 10,49 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 61 | 9 | ||||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 431 | 19,39 | |||||
| 2026-04-07 | 13F | Eastern Bank | 6.059 | 186,07 | 897 | 196,04 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 1.487 | 220 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.619 | 0,53 | 536 | 3,68 | ||||
| 2026-05-12 | 13F | Creative Planning | 3.839.152 | 6,09 | 568.579 | 9,48 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.379 | 9,07 | 2.722 | 12,53 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 4.260 | 0,26 | 631 | 3,45 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 57.835 | 16,79 | 8.565 | 20,51 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 8.551 | 9,47 | 1.266 | 12,93 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 26.721 | 1,99 | 3.835 | 3,85 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 13.281 | 0,66 | 1.967 | 3,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 74.930 | 0,82 | 11 | 10,00 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 312.896 | 1,71 | 46.340 | 4,96 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.585 | 8,56 | 235 | 11,96 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 8.997 | 3,50 | 1.332 | 6,82 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 1.437 | 0,07 | 213 | 2,91 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 4.871 | 2,07 | 721 | 5,41 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5.420 | 2,17 | 803 | 5,39 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 15.158 | 21,91 | 2.245 | 25,78 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 280.996 | 4,09 | 40.328 | 5,99 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 2.933 | 3,68 | 434 | 7,16 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 1.635 | 11,15 | 242 | 14,69 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 75.998 | 1,21 | 11.255 | 4,45 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 121.968 | 1,31 | 18 | 5,88 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 2.800 | 2.976,92 | 415 | 0,73 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 83.348 | 39,39 | 11.962 | 41,93 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4.415 | 35,30 | 654 | 39,53 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 157.470 | 2,88 | 23.321 | 6,16 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.075 | 298 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 198.049 | 0,49 | 29.331 | 3,69 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 105.602 | 17,80 | 15.640 | 21,56 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 476 | 0,63 | 71 | 4,48 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 74.438 | 0,64 | 11.024 | 3,85 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 454 | 320,37 | 67 | 346,67 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 8.293 | 9,19 | 1.228 | 12,66 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 2.076 | 0,34 | 307 | 3,72 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1.424 | 8,21 | 211 | 11,70 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 50.236 | 7,16 | 7.440 | 10,57 | ||||
| 2026-04-10 | 13F | Novem Group | 137.293 | 1.055,37 | 20.333 | 1.092,55 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 232.282 | 31,36 | 34.401 | 35,55 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.874 | 2,46 | 278 | 5,73 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 63.771 | 3,57 | 9.445 | 6,88 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 108.356 | 8,36 | 16.048 | 11,82 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.333 | 462,45 | 197 | 496,97 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 12.064 | 16,59 | 1.875 | 16,60 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 8.885 | 20,05 | 1.316 | 23,82 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10.007 | 0,59 | 1.482 | 3,85 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 13.582 | 3,20 | 2.012 | 6,51 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 9.266 | 0,11 | 1.372 | 3,31 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 17.885 | 16,52 | 2.649 | 20,25 | ||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 18.142 | 1,16 | 2.687 | 4,39 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 3.905 | 15,70 | 578 | 19,42 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4.124 | 0,27 | 611 | 3,39 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 14.977 | 12,27 | 2.218 | 15,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 139.085 | 6,45 | 21 | 11,11 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2.054 | 0,24 | 304 | 3,40 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 380 | 55 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 3.351 | 0,09 | 496 | 3,13 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.161 | 3,00 | 616 | 6,39 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 104.004 | 1,05 | 15.403 | 4,28 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 38.837 | 1,76 | 5.752 | 4,26 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19.290 | 4,23 | 2.857 | 7,53 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 9.241 | 1.369 | ||||||
| 2026-05-11 | 13F | Clarendon Private LLC | 1.387 | 205 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 135 | 20 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.213 | 1,96 | 771 | 1,31 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5.837 | 104,09 | 864 | 110,73 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 6.902 | 26,36 | 1.022 | 30,52 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 13.741 | 24,20 | 2.148 | 35,35 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.768 | 9,48 | 706 | 13,14 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1.389 | 206 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.596 | 44,62 | 1.569 | 49,29 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 550.774 | 1,26 | 81.570 | 4,49 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 12.600 | 0,43 | 1.866 | 3,67 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 724 | 0,28 | 107 | 3,88 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 6.717 | 8,08 | 995 | 11,56 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 23.907 | 10,05 | 3.555 | 11,48 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 29.030 | 32,43 | 4.299 | 36,65 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 3.425 | 28,42 | 507 | 32,72 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 107.802 | 7,88 | 15.966 | 11,32 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 74.248 | 2,58 | 10.996 | 5,85 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 14.101 | 6,17 | 2.088 | 9,55 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4.361 | 8,54 | 646 | 10,82 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 116.018 | 19,37 | 17.182 | 23,19 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 40.530 | 6.002 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 1.866 | 276 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 145.107 | 0,55 | 21.490 | 3,76 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 62.172 | 2,94 | 9.208 | 6,22 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 247.921 | 0,59 | 36.717 | 3,80 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 156.215 | 3,00 | 22.420 | 4,88 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 5.090 | 3,43 | 754 | 6,66 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 67.559 | 2,98 | 10.006 | 6,27 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 18.874 | 1,57 | 2.795 | 4,84 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4.109 | 609 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 7.027 | 0,57 | 1.041 | 3,79 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 2.122 | 0,66 | 314 | 3,97 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 109.477 | 3,29 | 16.763 | 10,20 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 2.464 | 2,92 | 365 | 6,12 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 236 | 15,69 | 35 | 17,24 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 2.081 | 0,19 | 308 | 3,36 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 21.117 | 37,37 | 3.127 | 41,75 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.341 | 0,42 | 495 | 3,56 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 2.503 | 0,08 | 371 | 3,35 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 30.927 | 0,18 | 4.580 | 3,39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 382.664 | 1,53 | 56.673 | 4,77 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 37.006 | 59,84 | 5.481 | 64,96 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 8.193 | 5,34 | 1.213 | 8,69 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 1.810 | 277 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.837 | 0,38 | 272 | 3,44 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 44.354 | 0,72 | 6.569 | 3,92 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 48.446 | 5,26 | 7.175 | 8,61 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 6.401 | 0,91 | 948 | 4,07 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 530 | 78 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 7.194 | 33,25 | 1.065 | 39,95 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 9.488 | 1,30 | 1.405 | 4,54 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 4.838 | 19,60 | 716 | 23,45 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 1.900 | 281 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 4.555 | 3,08 | 1 | |||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 7.915 | 100,68 | 1.172 | 107,43 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 4.393 | 0,05 | 651 | 3,17 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 25.115 | 74,73 | 3.720 | 80,36 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 81.419 | 3,00 | 12.058 | 6,29 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 28.650 | 3,43 | 4.243 | 6,72 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 1.386 | 205 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 47.543 | 4,40 | 7.041 | 7,74 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 830 | 121 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 13.640 | 4,43 | 2.020 | 7,79 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 11.156 | 20,83 | 1.652 | 24,68 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 14.115 | 7,32 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 40.103 | 26,36 | 5.939 | 30,41 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 217.792 | 3,00 | 32.255 | 6,29 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.922 | 16,99 | 877 | 20,80 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 71.472 | 20,16 | 10.585 | 24,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 345.410 | 16,81 | 51.155 | 20,53 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.782 | 0,13 | 560 | 3,32 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 139.297 | 22,24 | 20.630 | 26,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 236.843 | 1.198,62 | 35.076 | 1.240,31 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 968 | 143 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.076 | 0,19 | 307 | 3,37 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 3.977 | 589 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.207 | 0,60 | 623 | 3,83 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13.222 | 13,14 | 1.958 | 16,76 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 223.273 | 428,26 | 33.067 | 445,10 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 105.343 | 21,64 | 15.601 | 25,53 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.379 | 204 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.091.191 | 10,62 | 902.105 | 14,15 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 24.238 | 2,07 | 3.772 | 9,43 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 50.800 | 238,31 | 7.553 | 250,49 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 1.615 | 239 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.988 | 5,69 | 295 | 8,89 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 2.692 | 7,94 | 399 | 11,48 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 4.208 | 19,07 | 623 | 22,88 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 679 | 0,30 | 101 | 3,09 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.279 | 0,49 | 338 | 3,69 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 2.671 | 0,49 | 396 | 3,67 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 2.101 | 0,10 | 311 | 3,32 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 5.106 | 3,15 | 756 | 5,59 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 2.937 | 5,65 | 435 | 9,05 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 3.288 | 1,23 | 487 | 4,51 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 30.183 | 14,59 | 4.590 | 20,13 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 1.790 | 0,39 | 265 | 3,92 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 49.679 | 2,68 | 7.358 | 5,96 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 35.157 | 9,42 | 5.207 | 12,90 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 1.300 | 11,11 | 193 | 14,97 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.345 | 19,42 | 495 | 23,13 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 7.440 | 0,95 | 1.131 | 7,00 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 79.492 | 0,66 | 11.773 | 3,87 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 101.379 | 0,14 | 15.014 | 3,34 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 62.109 | 0,39 | 9.198 | 3,59 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 106.200 | 29,20 | 15.728 | 33,32 | |||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 69.125 | 0,24 | 10.237 | 3,44 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 3.003 | 445 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 124.575 | 28,25 | 18.450 | 32,35 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 14.501 | 6,84 | 2.205 | 13,25 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 199.088 | 3,92 | 29.485 | 7,23 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 11.532 | 1.708 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3.084 | 0,52 | 457 | 3,64 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 11.045 | 1.636 | ||||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 7.472 | 14,85 | 1.107 | 18,54 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 330.577 | 18,31 | 48.958 | 22,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1.792 | 2,11 | 257 | 4,05 |
