Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares S&P 500 Growth ETF, omfatter Arch Global Advisors, LLC, Resolute Wealth Advisor, Inc., Tiaa-cref Individual & Institutional Services, Llc, Milestone Asset Management, Llc, Jump Financial, LLC, Accent Capital Management, LLC, Financial Solutions Advisory Group, Inc., Sanchez Gaunt Capital Management, LLC, Vantus Wealth LLC, Vanguard National Trust Co, EFG International AG, Tulsa Wealth Advisors, INC, Storen Legacy Partners, LLC, Gerald Baker Financial Group LLC, Vanguard Advisers Inc, Sandhill Capital Partners LLC, Westfield Capital Management Co Lp, Madson Wealth Advisors Inc, Sentinel Advisory Group, LLC, og IMC-Chicago, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Financial Consulate, Inc | 613 | 62,60 | 69 | 50,00 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4.736 | 0,06 | 536 | -8,23 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 19.063 | 17,71 | 2.156 | 8,02 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.705 | 9,65 | 333 | 12,12 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 4.585 | 595 | ||||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 6.606 | 747 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 3.602 | 12,07 | 407 | 2,78 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 348.309 | 15,08 | 39.397 | 5,61 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.338.195 | 6,60 | 151.363 | -2,18 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 20.455 | 11,17 | 2.314 | 2,03 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 66.676 | 3,24 | 8.613 | 8,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 591 | 67 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.758 | 340 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2.844 | 12,10 | 322 | 2,88 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 11.770 | 3,76 | 1.331 | -4,79 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 154.912 | 5,23 | 17.522 | -3,43 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 129 | 15 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 248.875 | 5,31 | 28.150 | -3,36 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24.189 | 1,77 | 2.736 | -6,59 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.105.695 | 1,99 | 125.054 | -6,42 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3.848 | 63,05 | 435 | 50,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4.364 | 128,84 | 494 | 109,79 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 146.566 | 16.578 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 341.831 | 4,59 | 38.665 | -4,03 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10.878 | 2,52 | 1.230 | -5,89 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2.149 | 3,32 | 243 | -5,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 117.270 | 1,46 | 13.264 | -6,90 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 69.972 | 3,02 | 7.915 | -5,46 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 18.536 | 13,23 | 2.097 | 3,92 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 28.964 | 7,47 | 3.276 | -1,36 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 45.482 | 17,79 | 5.144 | 8,09 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5.571 | 5,29 | 630 | -3,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.494 | 11,24 | 1.526 | 2,07 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 470.220 | 74,09 | 53.187 | 59,75 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 31.717 | 0,99 | 3.588 | -7,34 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 198.711 | 58,81 | 25.604 | 63,87 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13.511 | 3,51 | 1.528 | -2,98 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23.482 | 34,34 | 2.656 | 23,31 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 501.149 | 3,04 | 56.685 | -5,44 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115.463 | 23,63 | 14.232 | 26,23 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 16.217 | 4,28 | 1.834 | -4,28 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 22.097 | 5,38 | 2.499 | -3,29 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 20.458 | 0,10 | 2.314 | -8,14 | ||||
| 2026-05-12 | 13F | Croban | 79.302 | 11,72 | 8.970 | 2,51 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 338 | 0,30 | 38 | -7,32 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 7.542 | 1,40 | 853 | -6,88 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5.386 | 1,68 | 609 | -6,60 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 43.324 | 10,51 | 4.900 | 1,41 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2.764 | 5,54 | 313 | -3,11 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.202 | 0,09 | 362 | -8,12 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 1.971 | 247 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34.030 | 2,05 | 3.849 | -7,14 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 6.431 | 0,44 | 727 | -7,86 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 27.492 | 155.511 | -13,04 | |||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 3.181 | 0,06 | 360 | -8,18 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 11.600 | 25,36 | 1.312 | 15,09 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 57.269 | 39,44 | 7.528 | 45,93 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 346.339 | 0,58 | 37.351 | -11,99 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 141.683 | 417,37 | 16.026 | 374,81 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 502 | 57 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 72 | 1,41 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 2.297 | 2,59 | 260 | -5,82 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 4.673 | 0,09 | 529 | -8,33 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 70.594 | 9,34 | 7.985 | 0,34 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 20.208 | 0,00 | 2.286 | -8,23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 883.779 | 0,17 | 99.964 | -8,08 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 178.572 | 47,87 | 20.198 | 35,69 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.599 | 1,49 | 746 | -6,87 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 167.012 | 3,37 | 18.891 | -5,15 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.840 | 0,11 | 208 | -7,96 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 664 | 75 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24.980 | 33,98 | 2.826 | 22,93 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 49.468 | 0,05 | 5.595 | -8,19 | ||||
| 2026-04-06 | 13F | CX Institutional | 128.203 | 13,59 | 15 | 7,69 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 8.599 | 973 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.990.288 | 4,93 | 327.905 | -6,65 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3.671 | 5,43 | 415 | -3,26 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 8.752 | 0,06 | 990 | -8,26 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 65.117 | 8,03 | 7.365 | -0,86 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 10.548 | 25.626,83 | 1.193 | 23.760,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6.009 | 0,15 | 680 | -8,12 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2.356 | 66,50 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 482.689 | 0,85 | 59.496 | 2,97 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 9.910 | 11,26 | 1.121 | 2,10 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 168.047 | 2,53 | 19.008 | -5,92 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7.022 | 18,55 | 794 | 8,77 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 7.451 | 6,43 | 843 | -2,32 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 80.504 | 11,03 | 9.106 | 1,88 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.087 | 0,09 | 123 | -8,27 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13.015 | 15,83 | 1.647 | 17,98 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156.640 | 0,45 | 18 | -10,53 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 46.579 | 2,76 | 5.269 | -5,71 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 9.217 | 2,71 | 1.043 | -5,79 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62.328 | 4,70 | 7.053 | -3,92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 36.414 | 0,92 | 4.119 | -7,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 29.833 | 17,00 | 3.374 | 7,38 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1.970.631 | 573,03 | 222.898 | 517,62 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25.122 | 0,26 | 2.842 | -8,00 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3.713 | 0,43 | 420 | -7,91 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 58.188 | 2,87 | 6.582 | -5,61 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 42.611 | 0,89 | 4.820 | -8,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 89.544 | 10.128 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 11.697 | 152,20 | 1.323 | 131,70 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 7.330 | 22,70 | 829 | 12,64 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 8.194 | 927 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 30.005 | 5,20 | 3.394 | -3,47 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 9.169 | 33,95 | 997 | 17,31 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 41.667 | 40,35 | 4.713 | 28,78 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 27.424 | 0,09 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3.686 | 417 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 119.411 | 0,98 | 13.507 | -7,33 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 43.420 | 6,77 | 4.911 | -2,02 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 19.486 | 0,01 | 2.204 | -8,20 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2.757 | 0,07 | 312 | -8,26 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 18.958 | 4,52 | 2.144 | -4,07 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8.854 | 1,25 | 1.001 | -7,06 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 15.521 | 30,18 | 1.756 | 19,47 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 492 | 56 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4.668 | 0,63 | 528 | -7,71 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3.429 | 15,88 | 388 | 6,32 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 32.642 | 14,22 | 3.692 | 4,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3.867 | 0,05 | 437 | -8,19 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 87.339 | 5,42 | 9.879 | -3,27 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 173.380 | 11,54 | 19.611 | 2,35 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 71.221 | 7,79 | 8.056 | -1,09 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2.505 | 3,34 | 283 | -5,03 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 41.924 | 0,29 | 4.742 | -7,96 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 240.383 | 1,55 | 27.190 | -6,81 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11.543 | 1.306 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.030.500 | 99,03 | 116.559 | 82,64 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 161.845 | 7,00 | 18.306 | 0,79 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.164 | 1,55 | 245 | -6,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44.221 | 202,20 | 5.002 | 177,37 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 206.609 | 11,88 | 23.370 | 2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 136.302 | 306,80 | 15.417 | 273,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 44 | 5 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 26.830 | 54,26 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 532.813 | 469,40 | 60.266 | 422,55 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 61.502 | 4,19 | 6.955 | -4,41 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15.178 | 0,36 | 1.717 | -7,94 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.852 | 210 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 62.029 | 17,32 | 7.646 | 55,77 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 7.414 | 839 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 22.726 | 5,48 | 2.571 | -3,20 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 70.284 | 7,45 | 7.950 | -1,40 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 3.586 | 465 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.385 | 1,15 | 496 | -7,12 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6.854 | 11,87 | 775 | 2,65 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 239.321 | 0,24 | 29.499 | 2,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 21.122 | 2,10 | 2.389 | -6,31 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.193 | 24,83 | 587 | 14,65 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 850 | 96 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 262.431 | 4,11 | 34.239 | 10,10 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.764 | 4,61 | 539 | -4,10 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.880 | 11,30 | 439 | 2,10 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 57.802 | 7,95 | 7.332 | 10,17 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.139.627 | 1,59 | 129 | -7,25 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 8.506 | 0,40 | 962 | -7,85 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14.506 | 4,22 | 1.641 | -4,31 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 20.160 | 4,73 | 2.280 | -3,88 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 30.539 | 10,08 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 82.186 | 2,12 | 9.296 | -6,29 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 111.443 | 10,56 | 12.605 | 1,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 489.338 | 2,07 | 55.342 | -6,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 275.772 | 0,06 | 33.943 | -0,09 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 29.965 | 14,64 | 3.389 | 5,22 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 9.577 | 0,03 | 1.083 | -8,22 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 6.876 | 0,13 | 778 | -8,16 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 5.485 | 620 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 262.208 | 2,46 | 29.658 | -5,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 17.855 | 0,45 | 2.020 | -7,81 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 57.039 | 125,67 | 6.452 | 107,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4.410 | 0,09 | 479 | -11,79 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13.029 | 0,08 | 1.474 | -8,17 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7.612 | 0,57 | 861 | -7,82 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 828.745 | 5,64 | 93.739 | -3,06 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 19.125 | 2.163 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 58.681 | 4,72 | 6.637 | -3,91 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 34.929 | 35,79 | 3.951 | 24,61 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 19.112 | 3,20 | 2.162 | -5,30 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60.688 | 0,37 | 6.864 | -7,90 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.344 | 3,47 | 378 | -5,03 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 78.787 | 2,78 | 8.912 | -5,68 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 569 | 18,79 | 64 | 10,34 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 12.087 | 4,30 | 1.367 | -4,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 303 | 37 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 96.586 | 7,16 | 10.925 | -1,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 118.906 | 107,54 | 13.450 | 90,47 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 141.475 | 2,00 | 16.002 | -6,40 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 18.172 | 65,47 | 2.055 | 51,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 270.711 | 8,05 | 30.620 | -0,85 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6.467 | 732 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 60.118 | 0,70 | 7.257 | -0,36 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.539.621 | 5,78 | 400.576 | -2,84 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.164.899 | 4,54 | 131.742 | -4,57 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20.265 | 0,32 | 2.292 | -7,91 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11.120 | 69,46 | 1.258 | 55,57 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 263.812 | 0,06 | 29.840 | -8,18 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 230.828 | 4,15 | 26.109 | -4,43 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 120.084 | 2,18 | 13.583 | -6,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.506 | 170 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 19.984 | 8,92 | 2.260 | -0,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.761 | 59,01 | 652 | 45,96 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2.342 | 0,09 | 265 | -8,33 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 91.854 | 0,30 | 10.390 | -7,96 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 10.718 | 17,94 | 1.212 | 7,93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 54.202 | 2,05 | 6.131 | -6,36 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 30.372 | 25,81 | 3.481 | 16,97 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 93.092 | 1,72 | 10.530 | -6,66 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 43.846 | 43,86 | 4.959 | 32,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 44.180 | 33,51 | 5.306 | 30,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46.950 | 0,36 | 5.310 | -7,91 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.295 | 260 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11.181 | 3,08 | 1.265 | -5,46 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 88 | 1,15 | 10 | -10,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 3.360 | 2,13 | 438 | 7,88 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2.584 | 292 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.356 | 3,30 | 493 | -5,20 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 90.801 | 4,57 | 10.271 | -4,05 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 5.463 | 7,65 | 618 | -1,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.856.562 | 6,20 | 436 | -2,46 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1.775 | 208,70 | 201 | 185,71 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 490 | 28,95 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 153.383 | 12,36 | 17.349 | 3,11 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4.513 | 1,30 | 510 | -7,10 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11.339 | 4,89 | 1.283 | -3,75 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 15.066 | 1,07 | 1.704 | -7,24 | ||||
| 2026-04-16 | 13F | Security National Bank | 21.439 | 7,56 | 2.425 | -1,30 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 7.045 | 7,74 | 797 | -1,24 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 6.222 | 3,05 | 704 | -5,51 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.431 | 19,17 | 275 | 9,16 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 5.339 | 13,89 | 604 | 4,51 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 2.285 | 0,09 | 258 | -8,19 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.947 | 9,16 | 911 | 1,45 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 347.289 | 2,65 | 39.282 | -5,81 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4.185 | 55,52 | 473 | 41,19 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9.842 | 4,04 | 1.113 | -4,55 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 382 | 43 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 107 | 12 | ||||||
| 2026-04-16 | 13F | True Vision MN LLC | 84.840 | 13,32 | 9.596 | 4,00 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3.940 | 0,08 | 446 | -8,25 | ||||
| 2026-04-13 | 13F | Arwa Llc | 38.780 | 19,89 | 4.657 | 16,80 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 21.973 | 4,04 | 2.485 | -4,53 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 12.463 | 0,04 | 1.410 | -8,21 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4.149 | 0,07 | 469 | -8,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.405 | 36,28 | 159 | 25,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.524 | 13,54 | 285 | 4,01 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.276.795 | 12,04 | 257.528 | 2,81 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4.143 | 16,57 | 469 | 6,85 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 2.921 | 0,03 | 330 | -8,08 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 361.009 | 1,51 | 40.834 | -6,85 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 492.926 | 13,99 | 63.514 | 19,16 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 33.611 | 0,96 | 3.802 | -7,36 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 630 | 13,51 | 71 | 4,41 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9.713 | 45,12 | 1.099 | 33,09 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4.896 | 0,08 | 554 | -8,29 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 245 | -8,27 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.901 | 215 | ||||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5.952 | 208,71 | 673 | 183,97 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 19.436 | 10,90 | 2.611 | 20,83 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 154 | 1,32 | 17 | -5,56 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 353.003 | 11,13 | 39.928 | 1,98 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 281.214 | 7,04 | 31.808 | -1,77 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 188.161 | 1,87 | 21.283 | -4,54 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8.384 | 0,48 | 948 | -7,78 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9.996 | 128,64 | 1.131 | 110,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76.553 | 226,54 | 8.659 | 199,69 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10.176 | 1.151 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 65.577 | 0,98 | 7.417 | -7,33 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 147.733 | 3,04 | 16.710 | -5,44 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 36.247 | 37,21 | 4.100 | 25,89 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2.663 | 1,33 | 301 | -6,81 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.984 | 9,93 | 451 | 0,90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 95.459 | 0,06 | 10.797 | -8,18 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.557 | 0,81 | 1.081 | -7,53 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.962 | 401,52 | 448 | 361,86 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 201.678 | 8,95 | 22.812 | -0,02 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3.969 | 7,07 | 449 | -1,75 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 434.249 | 14,98 | 49.118 | 5,51 | ||||
| 2026-05-11 | 13F | Commerce Bank | 164.927 | 196,72 | 18.655 | 172,28 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 4.929 | 558 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.468.118 | 5,95 | 165 | -4,09 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 229 | 26 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.775 | 201 | ||||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 182 | 21 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.933 | 489,33 | 219 | 445,00 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 10.150 | 3,22 | 1.148 | -5,28 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 4.250 | 1,00 | 481 | -7,51 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2.416.574 | 9,61 | 273 | 0,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4.444 | 10,11 | 503 | 0,60 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 7.883 | 0,01 | 892 | -8,24 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1.815 | 205 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42.144 | 8,04 | 4.767 | -0,87 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.285.735 | 1,25 | 145.429 | -7,09 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 21.798 | 12,25 | 2.466 | 3,01 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.126.579 | 1,23 | 127.427 | -7,11 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21.111 | 451,49 | 2.388 | 406,79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 12.036 | 2,75 | 1.361 | -5,68 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3.350 | 7,17 | 379 | -1,82 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 4.174 | 76,79 | 472 | 62,20 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1.773 | 0,91 | 201 | -7,41 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8.167 | 0,06 | 924 | -8,25 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.920.546 | 81,02 | 236.725 | 84,82 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 12.646 | 1.430 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 110.300 | 106,52 | 12.476 | 89,52 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.998 | 339 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6.987 | 22,36 | 790 | 12,38 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 74.436 | 4,26 | 8.422 | -4,30 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 58.882 | 4,38 | 6.660 | -5,02 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 2.839 | 14,89 | 321 | 5,59 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 732.503 | 4,32 | 82.853 | -4,27 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 249.970 | 30,97 | 28.274 | 20,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 155.378 | 9,65 | 19.152 | 11,96 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 7.074 | 0,08 | 800 | -8,15 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 9.655 | 3,54 | 1.092 | -4,96 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 3.512 | 0,09 | 397 | -8,10 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11.655 | 107,02 | 1.212 | 74,89 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 130.496 | 0,01 | 14.760 | -8,69 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 251.360 | 9,44 | 28.431 | 0,43 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 75.582 | 0,01 | 8.549 | -8,22 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.753 | 0,04 | 311 | -8,26 | ||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 2.804 | 34,81 | 0 | |||||
| 2026-05-12 | 13F | Dynamic Financial Group | 5.390 | 0,04 | 610 | -8,28 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17.411 | 8,94 | 1.969 | 0,00 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 352.547 | 0,07 | 39.877 | -8,17 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.671 | 0,07 | 302 | -7,93 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 3.110 | 352 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 89.253 | 3,88 | 10.095 | -4,67 | ||||
| 2026-05-06 | 13F | Eq Llc | 265.307 | 10,12 | 30.009 | 1,05 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.963 | 4,36 | 222 | -3,90 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.887 | 553 | ||||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 23.418 | 10,89 | 2.649 | 1,73 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 50.975 | 8,44 | 5.766 | -0,50 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.047 | 0,10 | 135 | 8,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 13.112 | 1 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 3.680 | 6,08 | 416 | -2,58 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 6.275 | 855 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.335 | 1,71 | 377 | -6,68 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 13.182 | 1.491 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 24.657 | 15,48 | 3.200 | 21,59 | ||||
| 2026-05-11 | 13F | Collier Financial | 781 | 0,13 | 88 | -8,33 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 44.103 | 0,75 | 4.988 | -7,54 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.996 | 339 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 15.355.004 | 2,22 | 1.736.805 | -6,20 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 16.551 | 2,24 | 1.872 | -6,17 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 2.063 | 1,48 | 233 | -6,80 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 42.754 | 9,83 | 4.836 | 0,77 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 18.149 | 105,84 | 2.053 | 88,95 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 23.755 | 2,99 | 2.687 | -5,49 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7.171 | 1,83 | 811 | -6,46 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6.420 | 10,94 | 726 | 1,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 12.312 | 1,57 | 1.393 | -6,83 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.572 | 0,08 | 291 | -8,23 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 101.367 | 7,32 | 11.466 | -1,52 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 264.362 | 1,24 | 29.902 | -7,09 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 23.227 | 6,79 | 2.627 | -1,98 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 11.392 | 1,49 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 2.965 | 335 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3.905 | 37,74 | 442 | 26,36 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 17.518 | 1.981 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 187.275 | 0,64 | 21.183 | -7,65 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 5.498 | 81,21 | 622 | 66,49 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 13.847 | 5,40 | 1.566 | -3,27 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189.884 | 0,48 | 21.478 | -7,80 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3.355 | 56,48 | 379 | 43,56 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 9.769 | 1,81 | 1.105 | -6,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 103.694 | 11,85 | 11.729 | 2,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.291.428 | 5,32 | 824.735 | -3,35 | ||||
| 2026-05-15 | 13F | EFG International AG | 16.744 | 1.894 | ||||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 2.119 | 0,09 | 240 | -8,08 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 105.824 | 48,62 | 11.970 | 36,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 496.194 | 32,88 | 56.124 | 21,94 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 290.090 | 0,05 | 32.812 | -8,18 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 7.365 | 1,03 | 833 | -7,24 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 3.712 | 24,98 | 420 | 14,48 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 13.584 | 0,94 | 1.536 | -7,36 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5.544 | 66,24 | 627 | 52,55 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.541 | 7,22 | 287 | -1,71 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 17 | 2 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 59.939 | 8,80 | 6.780 | -0,16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 294.526 | 5,17 | 33 | -2,94 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 17.314 | 4,03 | 1.958 | -4,53 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 5.508 | 32,37 | 623 | 21,68 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 27.341 | 24,14 | 3.093 | 13,93 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5 | 1 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11.787 | 15,83 | 1.333 | 6,30 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 48.853 | 15,71 | 5.526 | 6,17 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1.976 | 0,05 | 224 | -8,23 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 6.114 | 41,86 | 692 | 29,16 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3.609 | 0,06 | 408 | -8,11 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7.132 | 807 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 46.989 | 10,74 | 5.315 | 1,61 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6.003 | 3,88 | 679 | -4,63 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 196.314 | 1,04 | 22.205 | -7,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 24.400 | 23,34 | 3.007 | 20,52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2.685 | 3,23 | 304 | -5,31 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 29.506 | 3,46 | 3.337 | -7,02 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 272.542 | 5,03 | 30.827 | -3,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 48.898 | 8,94 | 5.531 | -0,04 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89.328 | 19,44 | 10.104 | 9,60 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15.284 | 0,98 | 1.729 | -7,35 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 14.112 | 3,97 | 1.596 | -4,60 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.716 | 0,93 | 307 | -7,25 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14.469 | 1,09 | 1.637 | -7,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 688.281 | 0,22 | 77.852 | -8,04 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3.403 | 5,75 | 385 | -3,03 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 54.018 | 2,27 | 6.110 | -6,16 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 250.792 | 2,76 | 28.367 | -5,70 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.834 | 14,23 | 321 | 4,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.406.864 | 4,06 | 159.130 | -4,51 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 914 | 103 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7.434 | 52,09 | 841 | 39,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.362.101 | 1,59 | 154.067 | -6,77 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 67.868 | 2,83 | 7.677 | -5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.009 | 0,10 | 114 | -8,06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 32.130 | 23,40 | 3.634 | 13,24 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 80.900 | 9 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22.408 | 3,08 | 2.535 | -5,41 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2.967 | 11,37 | 336 | 2,13 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2.461 | 278 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 83.805 | 98,05 | 9.479 | 81,76 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3.576 | 0,36 | 404 | -7,97 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.291 | 0,38 | 712 | -7,90 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1.585 | 179 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 100.635 | 225,71 | 11.383 | 198,90 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 108.356 | 0,09 | 12.256 | -8,15 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 60.999 | 0,41 | 6.900 | -7,87 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 143.445 | 0,32 | 16.229 | -7,93 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 39.998 | 6,58 | 4.524 | -2,18 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 9.519 | 3,58 | 1.077 | -4,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 28.945 | 1,30 | 3.274 | -7,02 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.002 | 19,88 | 226 | 10,24 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 82.910 | 5,87 | 9.378 | -2,86 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12.635 | 16,51 | 1.429 | 6,96 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 159.011 | 9,14 | 17.986 | 0,16 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 46.625 | 13,94 | 5.274 | 4,56 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54.985 | 37,73 | 6.219 | 26,40 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2.071 | 234 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 10.053 | 0,02 | 1.137 | -8,16 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 27.665 | 2,29 | 3.129 | -6,12 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 34.832 | 9,86 | 3.940 | 0,79 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 19.988 | 4,43 | 2.261 | -4,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2.779 | 0,36 | 314 | -7,92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42.001 | 0,50 | 4.751 | -7,78 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 92.783 | 20,54 | 12.600 | 32,80 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 31.424 | 15,31 | 2.938 | -12,48 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 258.681 | 3,71 | 29 | -3,33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.830 | 42,15 | 1.564 | 30,44 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3.765 | 0,35 | 426 | -8,01 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1.600 | 197 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 78.442 | 5,51 | 8.873 | -3,19 | ||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 226.585 | 23,43 | 25.629 | 13,26 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15.048 | 0,06 | 1.702 | -8,15 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 66.991 | 1,54 | 7.577 | -6,82 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 12.615 | 2,44 | 1.427 | -6,00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 30.944 | 0,34 | 3.500 | -7,92 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 87.141 | 10,38 | 10.741 | 12,71 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.123 | 2,22 | 693 | -6,23 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 36.872 | 7,42 | 4.171 | -1,42 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 2.649 | 0,08 | 300 | -8,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 56.905 | 6.432 | ||||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 16.501 | 0,01 | 1.866 | -8,21 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 226.392 | 4,49 | 25.607 | -4,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 183.538 | 104,71 | 20.760 | 87,86 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 245.561 | 2,14 | 27.775 | -6,27 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 940 | 30,19 | 106 | 20,45 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 103.734 | 150,90 | 11.733 | 130,24 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16.216 | 4,30 | 1.834 | -4,28 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 61.140 | 6,74 | 6.916 | -2,04 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 174.730 | 204,91 | 19.764 | 179,81 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 215.931 | 8,50 | 24.424 | 1,24 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 130.003 | 1.871,53 | 14.705 | 1.710,84 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 56 | 6 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.771 | 0,06 | 200 | -8,26 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3.388 | 5,84 | 437 | 10,66 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7.839 | 10,74 | 887 | 1,61 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2.090 | 236 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.240 | 63,16 | 140 | 50,54 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 1.627 | 0,06 | 184 | -8,50 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.969 | 675 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 7.931 | 10,80 | 897 | 1,70 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 3.239 | 366 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.754.617 | 5,44 | 537.795 | -3,24 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 25.236 | 3,71 | 2.854 | -4,83 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 7.508 | 22,60 | 849 | 12,60 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 153.274 | 2,27 | 17.337 | -6,15 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 2.677 | 2,41 | 303 | -6,21 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 20 | 2 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5.765 | 78,54 | 652 | 63,82 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 5.080 | 27,10 | 575 | 16,67 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 47.048 | 5,53 | 5.322 | -3,17 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 469.119 | 6,72 | 53.062 | -2,07 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 305.347 | 16,14 | 34.538 | 6,58 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 2.178 | 246 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 19.671 | 23,09 | 2.535 | 28,69 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 19.779.268 | 6,63 | 2.237.233 | -2,15 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 213 | 23 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.531.673 | 2,49 | 512.577 | -5,95 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4 | 100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.105 | 9,56 | 917 | 0,55 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 24.435 | 8,66 | 2.764 | -0,43 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 8.843 | 13,46 | 1.000 | 4,17 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 209.739 | 2,08 | 23.724 | -6,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 42.318 | 2,29 | 4.787 | -6,14 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 8.594 | 4,65 | 972 | -3,95 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 27.007 | 4,56 | 3.055 | -4,05 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1.794 | 203 | ||||||
| 2026-05-04 | 13F | Copia Wealth Management | 368 | 22,67 | 42 | 13,89 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 40.875 | 5,17 | 4.623 | -3,49 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6.614 | 0,27 | 748 | -8,00 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 2.564 | 290 | ||||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 93.456 | 10.571 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 13.270 | 19,87 | 1.501 | 9,97 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 603.344 | 0,79 | 69.179 | -7,15 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 235.361 | 8,53 | 26.622 | -0,41 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 25.819 | 439,81 | 2.920 | 395,76 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7.260 | 821 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 55.960 | 6.330 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 10.928 | 69,35 | 1.236 | 55,47 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9.535 | 0,01 | 1.079 | -8,26 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31.695 | 5,00 | 3.585 | -3,63 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14.038 | 219,99 | 1.588 | 193,89 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 139.521 | 2,28 | 15.781 | -6,14 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 13.283 | 5,87 | 1.502 | -2,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 84 | 10 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 75.710 | 9,91 | 8.564 | 0,86 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3.247 | 0,03 | 367 | -8,25 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 92.942 | 10.513 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 15.295 | 5,70 | 1.730 | -2,97 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 2.193 | 0,05 | 248 | -8,15 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 5.441 | 3,62 | 615 | -4,95 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.550 | 277,46 | 1.315 | 282,27 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 10.462 | 95,88 | 1.183 | 79,79 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3.547 | 6,61 | 401 | -2,20 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6.406 | 24,73 | 725 | 14,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4.179 | 3,59 | 515 | 5,97 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10.143 | 0,02 | 1.147 | -8,24 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 5.225 | 11,62 | 591 | 4,60 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2.249.169 | 6,90 | 254.403 | -1,91 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 10.202 | 9,99 | 1.154 | 0,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20.889.253 | 5,41 | 2.362.783 | -3,27 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6.652 | 7,55 | 752 | -1,31 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 82.886 | 5,31 | 9.375 | -3,35 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 51.291 | 2,35 | 5.801 | -6,07 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 19.957 | 0,36 | 2.257 | -7,92 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1.111 | 126 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 48.147 | 4,83 | 5.446 | -3,82 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.305 | 4,39 | 2.010 | 6,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 56.416 | 2,12 | 6.381 | -6,29 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 57.025 | 0,14 | 6.536 | -6,90 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.234 | 2,51 | 592 | -5,88 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 15.644 | 31,47 | 1.770 | 20,67 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 66.505 | 8,46 | 7.522 | -0,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.144 | 10,06 | 243 | 0,83 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 15.783 | 3,08 | 1.785 | -5,41 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4.154 | 17,84 | 470 | 8,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3.873.907 | 2,26 | 438.178 | -4,67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 2.554 | 29,84 | 289 | 19,01 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.175 | 84,70 | 359 | 70,14 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2.896 | 328 | ||||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 62.523 | 33,62 | 7.072 | 22,61 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.482 | 17,64 | 507 | 7,89 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 126.627 | 19,38 | 14.353 | 9,78 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.448 | 2,00 | 277 | -6,44 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 118.508 | 5,27 | 13.404 | -3,40 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5.631 | 29,24 | 637 | 18,44 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.712 | 17,83 | 194 | 7,82 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2.276 | 0,04 | 257 | -8,21 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3.978 | 0,08 | 450 | -8,18 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 5.053 | 0,02 | 572 | -8,20 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 10.388 | 0,09 | 1.199 | -7,20 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 5.803 | 43,75 | 656 | 31,99 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 11.954 | 23,00 | 1.352 | 12,85 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 20.261 | 13,43 | 2.292 | 4,09 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 131.489 | 2,90 | 14.873 | -5,58 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.360 | 20,16 | 267 | 9,92 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 222.836 | 1,45 | 25.205 | -6,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 885.451 | 5,82 | 100.154 | -2,89 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 17.566 | 2.165 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117.595 | 3,37 | 13.301 | -5,14 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 9.086 | 0,07 | 1.028 | -8,22 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.105 | 0,98 | 690 | -7,38 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 151.882 | 7,99 | 17.179 | -0,91 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 3.232 | 2,90 | 366 | -5,68 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.217 | 4,06 | 1.721 | -4,50 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 13.029 | 19,43 | 1.474 | 9,60 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 1.890 | 214 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9.536 | 9,06 | 1.079 | 0,09 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 12.655 | 10,00 | 1.432 | 0,92 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 9.628 | 7,25 | 1.089 | -1,54 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41.470 | 22,60 | 4.691 | 12,50 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 143.216 | 0,37 | 16.199 | -7,90 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 15.870 | 0,01 | 1.795 | -8,18 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 5.111 | 1,51 | 578 | -6,77 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 88.811 | 43,94 | 10.045 | 32,08 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 35.583 | 2,64 | 4.025 | -5,83 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 4.939 | 46,17 | 559 | 34,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.361 | 60,46 | 1.737 | 47,33 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.704 | 10,94 | 193 | 1,59 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 714 | 81 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 33.042 | 258,18 | 3.937 | 242,26 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 6.322 | 715 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 126.503 | 5,86 | 14.309 | -2,86 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 6.893 | 162,49 | 780 | 141,18 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 114.881 | 9,84 | 12.995 | 0,79 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 12.353 | 30,91 | 1.397 | 20,12 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 10.784 | 0,26 | 1.220 | -8,00 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 25.860 | 0,06 | 2.925 | -5,77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 167.200 | 30,13 | 18.912 | 19,42 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 338.159 | 0,53 | 38.249 | -7,84 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.050.705 | 0,74 | 231.957 | -7,55 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1.027 | 6,42 | 116 | -1,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 369.582 | 0,10 | 41.803 | -8,15 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 190.231 | 0,70 | 21.517 | -7,59 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 53.483 | 0,29 | 6.049 | -7,97 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2.276 | 2,71 | 257 | -5,86 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13.542 | 1,32 | 1.532 | -7,04 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 4.439 | 1,02 | 502 | -7,21 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 26.211 | 2,50 | 3.004 | -4,70 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 12.891 | 0,96 | 1.458 | -7,31 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17.083 | 14,48 | 1.932 | 5,06 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 41.094 | 101,36 | 4.648 | 84,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 64.686 | 5,48 | 7.317 | -3,20 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 2.026 | 229 | ||||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 7.426 | 840 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 29.785 | 2,14 | 3.369 | -6,29 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 190.570 | 4,21 | 21.492 | -4,65 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 17.966 | 0,95 | 2.032 | -7,34 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4.319 | 8,16 | 489 | -0,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 28.935 | 390,42 | 3.273 | 350,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 312.365 | 31,71 | 35.332 | 20,86 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 370.845 | 5,17 | 41.946 | -3,49 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67.419 | 2,33 | 7.626 | -6,11 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 2.867 | 324 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 2.640 | 299 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 8.295 | 8,26 | 938 | -0,64 | ||||
| 2026-04-10 | 13F | Novem Group | 37.469 | 87,35 | 4.238 | 71,93 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 7.373 | 7,17 | 834 | -1,77 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4.645 | 1,00 | 525 | -7,24 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 1.800 | 109,79 | 204 | 93,33 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 175.041 | 7,36 | 19.799 | -1,48 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9.299 | 2,15 | 1.052 | -6,33 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 7.050 | 0,03 | 797 | -8,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 673.356 | 3,06 | 76.163 | -5,43 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 16.034 | 3,94 | 1.814 | -4,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 261.939 | 3,22 | 32.287 | 5,39 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 18.485 | 1,42 | 2.091 | -8,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.011 | 1,93 | 227 | -6,58 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4.414 | 544 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 11.090 | 0,62 | 1.254 | -7,66 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5.724 | 0,03 | 647 | -8,23 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 5.934 | 100,00 | 724 | 98,08 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.720 | 0,04 | 308 | -8,36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.047.016 | 0,79 | 231.538 | -7,51 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 23.131 | 23,94 | 2.922 | 27,04 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 208.732 | 2,71 | 23.610 | -5,74 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3.488 | 395 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16.367 | 21,64 | 1.851 | 11,64 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6.413 | 3,00 | 725 | -5,48 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4.097 | 0,10 | 463 | -8,13 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 52.521 | 5,16 | 5.941 | -3,49 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 21.795 | 7,07 | 2.465 | -1,75 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 133.149 | 2,25 | 15.060 | -6,17 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 22.694 | 0,74 | 2.567 | -7,56 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 77.313 | 0,18 | 8.745 | -8,07 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.061 | 3,71 | 120 | -4,76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 98.946 | 0,25 | 11.192 | -8,01 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 15.539 | 3,41 | 1.758 | -5,13 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 234.286 | 8,92 | 28.878 | 8,92 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.023 | 21,07 | 342 | 11,07 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 97.619 | 16,67 | 11.042 | 7,06 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 11.908 | 16,03 | 1.347 | 6,40 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 452.635 | 44,96 | 55.792 | 48,01 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 7.588 | 61,38 | 858 | 48,19 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 5.810 | 108,92 | 657 | 92,11 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2.716 | 1.911,85 | 311 | 1.843,75 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.618 | 59,34 | 296 | 46,53 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 18.056 | 2.042 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 35.358 | 1,24 | 3.999 | -7,09 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3.191 | 34,53 | 361 | 23,29 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 29.612 | 85,79 | 3.349 | 70,52 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 11.370 | 0,04 | 1.286 | -8,14 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6.912 | 5,77 | 782 | -2,98 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 19.778 | 0,10 | 2.237 | -8,13 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 19.436 | 2.611 | ||||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 92.695 | 1,68 | 10.485 | -6,69 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8.665 | 1,94 | 980 | -6,40 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 35.132 | 13,66 | 3.974 | 4,31 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 72.391 | 25,42 | 8.188 | 15,10 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 2.505 | 0,08 | 283 | -8,12 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.223.953 | 4,66 | 138.441 | -3,96 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1.940 | 5,43 | 219 | -3,10 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3.239 | 0,03 | 366 | -8,27 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 6.487 | 734 | ||||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 156.051 | 0,08 | 17.651 | -8,16 | ||||
| 2026-04-20 | 13F | City State Bank | 726 | 19,80 | 82 | 10,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 73.214 | 6,30 | 8.281 | -2,45 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49.323.629 | 13,01 | 5.578.996 | 3,70 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 198.289 | 5,61 | 22.428 | -3,09 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 23.386 | 4,43 | 2.645 | -4,17 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 7.008 | 0,09 | 793 | -8,23 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7.800 | 0,01 | 882 | -8,70 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 10.725 | 165,80 | 1.213 | 144,06 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 11.362 | 8,60 | 1.400 | 10,94 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 361.235 | 7,93 | 40.859 | -0,95 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.351 | 0,07 | 153 | -8,43 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 733.815 | 0,68 | 83.002 | -7,61 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 13.999 | 24,89 | 1.583 | 14,63 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 148.261 | 2,67 | 16.770 | -5,79 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 71.554 | 11,53 | 8.094 | 2,35 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.806 | 17,94 | 430 | 8,31 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3.945 | 0,38 | 454 | -6,20 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.807 | 0,06 | 204 | -8,11 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 295.201 | 3,36 | 33.390 | -5,16 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.380 | 16,59 | 382 | 7,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 296.836 | 5,39 | 33.575 | -3,28 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3.733 | 0 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 391.098 | 2,56 | 44.237 | -5,88 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 31.373 | 5,55 | 3.578 | -2,35 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52.699 | 9,69 | 5.961 | 0,64 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 310 | 1,98 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.497.810 | 131,34 | 169.417 | 112,29 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.766 | 42,47 | 765 | 30,77 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19.913 | 8,10 | 2.252 | -0,79 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1.883 | 213 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 104.868 | 12,67 | 11.862 | 3,39 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 2.865 | 2,69 | 324 | -5,54 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2.696 | 0,07 | 305 | -8,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 5.644 | 0,09 | 638 | -8,20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 74.868 | 10,56 | 10.199 | 27,36 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 45.110 | 4,21 | 5.102 | -4,37 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2.897 | 2,58 | 328 | -6,03 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.200 | 260 | ||||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.374 | 1,25 | 495 | -7,14 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 17.189 | 244,33 | 1.944 | 216,10 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 5.006 | 57,42 | 566 | 44,76 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 43.327 | 68,44 | 4.901 | 54,57 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 168.066 | 2,36 | 19.010 | -6,07 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.668 | 24,50 | 980 | 12,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 859.413 | 10,76 | 97.208 | 1,64 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.564 | 0,35 | 978 | -6,95 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 16.565 | 11,93 | 1.874 | 2,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 34.306.897 | 1,96 | 3.880.454 | -6,43 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 39.589 | 89,98 | 4.478 | 74,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334.987 | 21,54 | 36.416 | 7,20 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 2.675 | 0,07 | 303 | -8,21 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 12.536 | 1,89 | 1.418 | -6,53 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.968 | 158,82 | 1.014 | 137,47 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15.117 | 10,82 | 1.816 | 7,97 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 102.690 | 4,46 | 11.615 | -4,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.783 | 7,35 | 428 | -2,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 110.975 | 7,90 | 12.552 | -0,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 6.318 | 0,08 | 715 | -8,23 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5.632 | 6,34 | 637 | -2,30 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.246 | 141 | ||||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 3.929 | 107,23 | 427 | 81,70 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.168.503 | 2.637,18 | 132.169 | 2.412,24 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.486 | 4,34 | 394 | -4,14 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 13.640 | 8,62 | 1.543 | -0,32 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2.227 | 252 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 55.044 | 365,69 | 6.226 | 327,61 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 87.925 | 2,54 | 9.945 | -5,90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30.973 | 12,21 | 3.503 | 2,97 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 68.139 | 9,60 | 7.707 | 0,59 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 25.339 | 2.866 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 17.539 | 6,72 | 1.984 | -2,07 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1.047.836 | 2,75 | 118.521 | -5,72 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 105.361 | 5,03 | 13.608 | 10,05 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 118.305 | 5,67 | 13.382 | -3,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 158.894 | 4,45 | 17.973 | -4,15 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.777.915 | 0,06 | 540.430 | 91.809,86 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 113.698 | 9,15 | 12.860 | 0,16 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 4.610 | 1,23 | 1 | |||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 183.804 | 193,33 | 20.790 | 169,20 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 17.086 | 5,61 | 1.933 | -3,11 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 584.236 | 13,57 | 66.083 | 4,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4.286.127 | 43,40 | 484.804 | 31,59 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 6.555 | 26,15 | 741 | 15,78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27.630 | 0,54 | 3.125 | -7,74 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 162.293 | 2,99 | 18.357 | -5,49 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19.760 | 0,47 | 2.235 | -7,80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17.132 | 9,18 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 2.433 | 0,08 | 280 | -6,35 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5.339 | 12,73 | 604 | 3,43 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35.580 | 474,98 | 4 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.044 | 82,34 | 231 | 67,39 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 12.948 | 0,32 | 1.465 | -7,92 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6.364 | 0,60 | 813 | 6,01 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 302 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 714.893 | 0,61 | 80.862 | -7,68 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 93.780 | 6,79 | 10.607 | -2,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 91.083 | 17,73 | 10.302 | 8,66 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 35.261 | 10,65 | 3.988 | 1,55 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.969 | 20,95 | 223 | 11,00 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.556 | 0,67 | 289 | -7,37 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 168.925 | 8,50 | 19.107 | -0,43 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 4.355 | 1,16 | 493 | -7,17 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3.932 | 16,06 | 411 | -1,44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 132.318 | 7,76 | 17.178 | 12,98 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 57.274 | 1.132,76 | 6 | -14,29 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 31.311 | 0,03 | 3.542 | -8,22 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 25.141 | 7,27 | 2.844 | -1,56 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 144.091 | 1,86 | 16.298 | -6,53 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1.812 | 205 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 436.542 | 1,09 | 49.334 | -7,39 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.197 | 0,05 | 253 | -6,67 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 288.430 | 8,03 | 32.624 | -0,86 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.306 | 5,78 | 261 | -2,99 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.759 | 1.556 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 44.680 | 22,63 | 5.054 | 12,54 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 24.333 | 38,89 | 2.752 | 27,47 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 18.130 | 11,59 | 2.051 | 2,40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 48.300 | 23,21 | 5.463 | 13,08 | |||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 25.674 | 0,18 | 2.904 | -8,04 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 67.879 | 3,84 | 7.678 | -4,72 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 4.818 | 2,14 | 545 | -6,20 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 3.426 | 29,48 | 388 | 18,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.977.675 | 10,65 | 223.695 | 1,54 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 12.984 | 8,59 | 1.469 | -0,34 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 9.314 | 2,15 | 1.077 | -4,10 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20.564 | 79,55 | 2.326 | 64,78 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2.720 | 308 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2.698 | 22,58 | 305 | 12,55 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1.977 | 0,82 | 224 | -7,47 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 17.667 | 1.998 | ||||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 7.075 | 0,01 | 800 | -8,15 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 126 | 14 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5.646 | 2,21 | 639 | -6,18 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 148.706 | 1,95 | 16.820 | -6,44 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 274 | 31 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 3.014 | 341 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 211.406 | 6,91 | 23.912 | -1,89 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 4.778 | 55,89 | 540 | 43,24 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 5.403 | 59,05 | 611 | 46,17 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5.030 | 2,51 | 569 | -5,96 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 15.757 | 9,29 | 1.782 | 0,28 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 35.958 | 137,16 | 4.067 | 117,72 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 407 | 80,89 | 46 | 70,37 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 5.576 | 5,65 | 631 | -3,08 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.603 | 215 | ||||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 66.303 | 5,19 | 7.500 | -4,29 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 42.076 | 13,06 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 26.790 | 6,66 | 3.030 | -2,13 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 224.526 | 8,56 | 25.396 | -0,38 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15.052 | 12,71 | 1.877 | 12,34 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16.634 | 13,00 | 1.881 | 3,69 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8.220 | 1,29 | 930 | -7,10 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6.356 | 0,49 | 719 | -7,83 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.268 | 2.179 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 183.413 | 0,85 | 20.746 | -7,45 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9.426 | 0,27 | 1.066 | -7,94 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 874 | 0,11 | 99 | -8,41 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 20.748 | 3,40 | 2.347 | -5,14 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 4.093 | 0,10 | 463 | -8,33 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 198.523 | 1,30 | 22.455 | -7,05 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.777 | 201 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2.000 | 226 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 107.309 | 0,13 | 12.138 | -8,12 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 44.019 | 4,69 | 4.979 | -3,94 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 99.242 | 21,63 | 11.225 | 11,61 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4.558 | 3,36 | 516 | -5,16 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 390.339 | 4,48 | 44.151 | -4,12 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6.599 | 1,79 | 746 | -6,63 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7.353 | 14,91 | 832 | 5,46 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 6.616 | 0,68 | 748 | -7,54 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 51.337 | 15,99 | 6.693 | 22,68 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 2.400 | 0 | ||||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 180.794 | 2,93 | 20.450 | -5,55 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 10.079 | 74,92 | 1.140 | 60,56 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 71.338 | 2,79 | 8.069 | -5,67 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2.036 | 91,17 | 230 | 75,57 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 2.324 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 10.875 | 19,40 | 1.230 | 9,63 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 324 | 37 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10.423 | 2,76 | 1.179 | -5,76 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2.791 | 0,14 | 316 | -8,16 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.208 | 44,50 | 395 | 137,95 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 6.764 | 0,06 | 765 | -8,16 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 119.028 | 2,77 | 13.463 | -5,69 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20.854 | 7,24 | 2.359 | -1,59 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7.765 | 0,22 | 878 | -8,06 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 52.798 | 3,26 | 5.972 | -5,24 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5.569 | 51,00 | 782 | 72,03 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 70.906 | 8,48 | 9.508 | 17,04 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3.078 | 8,27 | 348 | -0,57 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 55.002 | 2,33 | 6.221 | -6,10 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 2.329 | 0,09 | 263 | -8,04 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 62.086 | 0,12 | 7.023 | -8,13 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 30.486 | 0,93 | 3.494 | -6,65 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 266.207 | 2,47 | 30.116 | -5,91 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3.717 | 7,24 | 420 | -1,64 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 248.772 | 4,15 | 28.139 | -4,43 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12.740 | 9,23 | 1.441 | 0,28 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 322.991 | 19,75 | 36.534 | 9,89 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 508.502 | 8,23 | 57.517 | -0,68 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 2.052 | 0,10 | 232 | -7,94 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2.490 | 0,04 | 282 | -8,17 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 55.828 | 0,35 | 6.315 | -7,92 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63.111 | 3,11 | 7.138 | -5,38 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10.208 | 2,24 | 1.155 | -6,18 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 30.678 | 36,19 | 3.470 | 24,96 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 15.763 | 0,94 | 1.783 | -7,38 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 47.412 | 5.363 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 229 | 39,63 | 26 | 25,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.352 | 8,27 | 379 | -0,52 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1.418 | 7,67 | 160 | -1,23 |
