Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF, omfatter Counterpoint Mutual Funds LLC, George Kaiser Family Foundation, TritonPoint Partners, LLC, Marshall Financial Group LLC, Coral Wealth Management, LLC, Samara Investment Management, LLC, Baer Investment Advisory LLC, Purewater Capital LLC, Calamos Advisors LLC, Aegis Wealth Management, Inc., Fortress Wealth Group, LLC, GLR Partners, LLC, JCIC Asset Management Inc., Arq Wealth Advisors, Llc, Sanchez Gaunt Capital Management, LLC, Peregrine Asset Advisers, Inc., Financial Solutions Advisory Group, Inc., Yeomans Consulting Group, Inc., Roan Capital Partners, og WNY Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Marex Group plc | 389.030 | 36,77 | 35.651 | 37,16 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 79.222 | 51,86 | 7.260 | 52,31 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 1.070 | 0,56 | 98 | 1,03 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 657 | 60 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 21 | -70,15 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 21.723 | 117,16 | 1.991 | 117,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 24.700 | 751,72 | 2.264 | 753,96 | |||
| 2026-05-05 | 13F | UBS Group AG | 8.301.101 | 1,27 | 760.713 | 1,55 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 18.521 | 1.091,83 | 2 | |||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 56.427 | 20,36 | 5.171 | 20,71 | ||||
| 2026-04-21 | 13F | Savior LLC | 102.409 | 63,91 | 9.385 | 64,37 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 1.256.313 | 26,80 | 115.128 | 27,16 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 73.715 | 28,28 | 6.755 | 28,64 | ||||
| 2026-04-14 | 13F | HighRoad Wealth Advisors, LLC | 117.317 | 14,42 | 10.751 | 14,74 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 135.282 | 20,31 | 12.362 | 19,83 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 8.003 | 48,45 | 733 | 48,98 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 13.258 | 1.215 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 271.386 | 21,18 | 24.870 | 21,53 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 186.296 | 329,70 | 17.072 | 331,00 | ||||
| 2026-04-21 | 13F | SLT Holdings LLC | 96.394 | 0,05 | 8.834 | 0,33 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 772 | 77.100,00 | 71 | |||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 24 | 2 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8.489 | 33,60 | 778 | 33,97 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 299.703 | 27.465 | ||||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 6.689 | 613 | ||||||
| 2026-05-14 | 13F | Polen Capital Management Llc | 2.286 | 209 | ||||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 114.650 | 2,82 | 10.507 | 3,11 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2.236 | 0,04 | 205 | 0,00 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 48.129 | 2,38 | 4.411 | 2,68 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 41.854 | 242,90 | 3.836 | 243,95 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 2.042.049 | 42,99 | 187.133 | 43,39 | ||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 150.087 | 222,66 | 13.754 | 222,31 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 129.038 | 11.825 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.425 | 12,90 | 222 | 13,27 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 6.588 | 81,64 | 604 | 82,18 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 405.871 | 48,30 | 37.124 | 48,44 | ||||
| 2026-04-13 | 13F | JCIC Asset Management Inc. | 68.261 | 6.256 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 250 | 23 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 4 | 0 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23.916 | 111,46 | 2.192 | 112,10 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 6.213 | 22,01 | 569 | 22,37 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 7.759 | 5,06 | 711 | 5,49 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 24.101 | 2.209 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 63.174 | 5.789 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 4.899 | 2,51 | 449 | 2,75 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 16.330 | 171,62 | 1.492 | 170,78 | ||||
| 2026-05-07 | 13F | Thor Trading Advisors, Llc | 25.647 | 2,72 | 2.350 | 3,02 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 445.322 | 38,96 | 40.809 | 39,36 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 102.988 | 219,42 | 9.411 | 219,45 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 112.395 | 35,21 | 10.300 | 35,58 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 6.336 | 581 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 25 | 2 | ||||||
| 2026-04-06 | 13F | Baring Financial LLC | 68.342 | 0,18 | 6.263 | 0,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 | 66,67 | 0 | |||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 499.382 | 19,01 | 45.763 | 19,35 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 673.338 | 92,81 | 61.704 | 93,35 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 212.357 | 33,36 | 19.460 | 77,85 | ||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 3.585 | 329 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 311.857 | 26,08 | 28.579 | 26,43 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 11.248 | 18,31 | 1.031 | 18,66 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 125.846 | 7,34 | 11.506 | 7,19 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 113.166 | 18,85 | 10.371 | 19,18 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 211.062 | 30,09 | 19.342 | 30,45 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 52.537 | 2,97 | 4.814 | 3,26 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3.930 | 1,16 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 216.658 | 56,85 | 19.855 | 57,30 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11.544 | 1.058 | ||||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 79.770 | 26,36 | 7.310 | 25,95 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 10.116 | 53,72 | 927 | 54,24 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 253.206 | 6,87 | 23.204 | 7,17 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.851 | 71,39 | 0 | |||||
| 2026-04-22 | 13F | DORVAL Corp | 14.474 | 7,88 | 1.326 | 8,16 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 105.928 | 2,54 | 9.707 | 2,84 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 944.219 | 148,66 | 86.528 | 149,37 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 5.025 | 460 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.193 | 201 | ||||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 132.585 | 4.414,30 | 12.150 | 4.433,58 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.870 | 2,32 | 263 | 2,34 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 119.932 | 10.991 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 7.857 | 720 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 4.219 | 3,20 | 387 | |||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 3.826 | 351 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.948 | 0,51 | 270 | 1,12 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 387.247 | 23,20 | 35.487 | 23,55 | ||||
| 2026-05-14 | 13F | GFI Investment Counsel Ltd. | 76.708 | 21,34 | 7.030 | 21,69 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 763.768 | 48,43 | 69.793 | 148.395,74 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 311.169 | 109,21 | 28.516 | 109,81 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 8.514 | 54,35 | 780 | 54,76 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 24.923 | 153,41 | 2.282 | 154,12 | ||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 561.347 | 268,16 | 51.442 | 269,20 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 633.113 | 16,48 | 57.968 | 16,64 | ||||
| 2026-04-30 | 13F | Summa Corp. | 7.095 | 1,20 | 650 | 1,56 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 241.853 | 23,50 | 22.163 | 23,85 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 111.118 | 17,13 | 10.183 | 17,47 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 5.700 | 147,83 | 522 | 148,57 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3.926 | 0,49 | 360 | 0,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 303.556 | 23,39 | 27.818 | 23,74 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 5.565 | 8,37 | 510 | 8,53 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5.707.321 | 290,79 | 523.019 | 291,91 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 145.104 | 4,75 | 13.298 | 5,02 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 68.705 | 0,54 | 6.296 | 0,83 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 38.865 | 3,70 | 3.562 | 4,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 88.543 | 0,14 | 8.114 | 0,43 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 84.735 | 1,96 | 7.765 | 2,25 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 26.395 | 980,88 | 2.419 | 984,30 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 53.640 | 2.332,65 | 4.916 | 2.345,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 78.404 | 107,80 | 7.185 | 108,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 644 | 1.794,12 | 59 | 1.866,67 | ||||
| 2026-05-13 | 13F | Hardman Johnston Global Advisors LLC | 168.020 | 15.397 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 748 | 69 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 70.452 | 5,10 | 6.456 | 5,42 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 5.481 | 26,52 | 502 | 27,09 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 243 | 22 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.379.913 | 28,51 | 493.015 | 28,88 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 76.223 | 2,24 | 6.985 | 2,54 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 314.591 | 12,62 | 28.829 | 12,94 | ||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 251.904 | 0,11 | 23.084 | 0,40 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 47.703 | 1,32 | 4.371 | 1,58 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 88 | 238,46 | 8 | 300,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 4.051 | 42,99 | 371 | 43,80 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 33.590 | 183,75 | 3.078 | 184,74 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 64.423 | 7,07 | 5.904 | 7,37 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 5.140 | 471 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.995.891 | 27,11 | 182.903 | 27,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 26.435 | 670,70 | 2.416 | 669,11 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.849 | 12,87 | 719 | 13,23 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 13.625 | 214,16 | 1.249 | 215,15 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 6.207 | 3,38 | 569 | 3,65 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.599 | 22,25 | 238 | 22,68 | ||||
| 2026-05-13 | 13F | Capital World Investors | 478.151 | 25,25 | 43.818 | 25,62 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1.296.094 | 5,85 | 118.774 | 6,15 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 34.145 | 1,08 | 3.129 | 1,39 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 62.170 | 17,57 | 5.697 | 17,90 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 3.316 | 22,81 | 304 | 23,17 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 458.344 | 1.482,46 | 42.003 | 1.487,38 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 14.568 | 207,99 | 1.335 | 208,31 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 119.945 | 42,41 | 10.992 | 42,81 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 178.162 | 269,52 | 16.327 | 269,70 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 5.053 | 107,52 | 463 | 108,56 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 7.775 | 0,24 | 711 | 0,28 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 31.093 | 32,87 | 2.849 | 33,26 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 2.376 | 218 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 15.106 | 3,22 | 1.384 | 3,52 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 225 | 21 | ||||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 4.370 | 400 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 4.104 | 376 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.648.917 | 56,21 | 243 | 57,14 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 3.005 | 12,17 | 275 | 12,70 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 220 | 20 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 470.068 | 7,46 | 43.077 | 7,77 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 416 | 240,98 | 38 | 245,45 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 3.564 | 327 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 10.625 | 972 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155.169 | 76,12 | 14.220 | 76,63 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.757 | 10,66 | 344 | 10,97 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 108.526 | 0,03 | 9.921 | 0,02 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 13.489 | 1,06 | 1.236 | 1,39 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 987.782 | 48,74 | 90.520 | 49,16 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 98.262 | 202,70 | 9.005 | 203,57 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 282.594 | 25.897 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 249.357 | 59,22 | 22.806 | 59,36 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 2.564 | 5,86 | 235 | 5,88 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 110.881 | 34,40 | 10.161 | 34,78 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 110.966 | 2,14 | 10.169 | 2,43 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 16.982 | 396,11 | 1.556 | 398,72 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 15.745 | 5,45 | 1.443 | 5,72 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 16.480 | 251,39 | 1.510 | 252,80 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 66.598 | 15,80 | 6.103 | 16,14 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15.511 | 2,26 | 1.421 | 2,53 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 7.632 | 18,77 | 699 | 19,08 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 21.460 | 1,72 | 1.967 | 2,02 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 70.754 | 142,65 | 6.484 | 143,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.480 | 227 | ||||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 161.200 | 1,33 | 14.772 | 1,62 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.015 | 3,64 | 368 | 3,67 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.838 | 260 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 346.298 | 2,27 | 27.739 | -10,40 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 44.547 | 4.071 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 249.712 | 45,65 | 22.866 | 45,94 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 29.332 | 0,27 | 2.688 | 0,52 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.410.921 | 1,14 | 129.297 | 1,43 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 80.823 | 5,07 | 7.407 | 5,36 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 5.443 | 499 | ||||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 141.754 | 12.990 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 3.729 | 18,61 | 342 | 18,82 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 261.898 | 1,24 | 24.000 | 1,53 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 23.397 | 178,50 | 2.144 | 179,53 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 210.094 | 14,21 | 19.253 | 14,54 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 5.570 | 0,56 | 510 | 0,79 | ||||
| 2026-05-01 | 13F | Yacktman Asset Management Lp | 212.115 | 26,34 | 19.438 | 26,70 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 377.626 | 35,14 | 34.606 | 35,12 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 62.165 | 4,20 | 5.697 | 4,49 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 46.598 | 4.270 | ||||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 14.354 | 21,17 | 1.315 | 21,53 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 9.404 | 68,38 | 862 | 68,82 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 148.083 | 11,93 | 13.570 | 12,25 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 650 | 60 | ||||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 56.379 | 928,44 | 5.167 | 933,20 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 3.000 | 20,00 | 275 | 20,18 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 6.740 | 36,49 | 618 | 36,81 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 404.120 | 13,95 | 37.034 | 14,28 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.016.257 | 1.487,33 | 93.130 | 1.491,95 | ||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 2.206.436 | 202.198 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8.335 | 25.157,58 | 764 | 25.333,33 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 4.007 | 367 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57.862 | 100,61 | 5.302 | 101,21 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.216 | 1,02 | 2.952 | 1,30 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 505.482 | 9,33 | 46.322 | 9,64 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 15.456 | 25,98 | 1.416 | 26,32 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 472.232 | 160,70 | 43.271 | 161,42 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 73.635 | 15,36 | 6.748 | 15,69 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3.090 | 283 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 108 | 10 | ||||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 17.665 | 0,22 | 1.619 | 0,50 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 19.931 | 29,95 | 1.826 | 30,34 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 56.926 | 28,86 | 5.217 | 29,24 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 14.825 | 9,16 | 1.359 | 9,43 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 496.430 | 45.493 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 33.250 | 3,86 | 3.047 | 4,17 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 27.903 | 2.557 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 21.627 | 16.160,90 | 1.982 | 16.408,33 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 143.229 | 10,07 | 13.126 | 10,31 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 6.985 | 8,50 | 640 | 8,84 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 6.106 | 559 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 10.124 | 5,76 | 927 | 6,06 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 2.468 | 0,53 | 226 | 0,89 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 51.897 | 4.756 | ||||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.592.652 | 39.816.200,00 | 145.952 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 450.931 | 14,82 | 41.323 | 15,15 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 12.384 | 0,09 | 1.135 | 0,35 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.364 | 5,77 | 217 | 5,88 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 43.136 | 50,78 | 3.953 | 51,22 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 92.499 | 20,65 | 8.477 | 21,00 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 11.240 | 78,70 | 1.030 | 79,44 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 423.463 | 10,93 | 3.883 | -88,87 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 287.427 | 50,69 | 26.340 | 51,12 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 29.780 | 126,90 | 2.729 | 127,61 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12.847 | 20,86 | 1.177 | 21,22 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.810 | 21,49 | 258 | 21,80 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 143.169 | 5.663,65 | 13.120 | 5.679,30 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.119 | 1,36 | 102 | 0,99 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 2.623 | 13,01 | 240 | 13,21 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 73.276 | 49,25 | 6.715 | 49,69 | ||||
| 2026-05-15 | 13F | Cramer Rosenthal Mcglynn Llc | 9.570 | 877 | ||||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 4.276 | 70,22 | 392 | 70,74 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 30.275 | 1,56 | 2.774 | 1,84 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2.380 | 218 | ||||||
| 2026-04-07 | 13F | G&S Capital LLC | 111.461 | 19,97 | 10.214 | 20,31 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 64.616 | 165,04 | 5.921 | 165,87 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 559.760 | 7,16 | 51.296 | 7,46 | ||||
| 2026-04-13 | 13F | Waycross Investment Management Co | 15.552 | 42,86 | 1.425 | 43,36 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 31.727 | 0,77 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 37.772 | 18,03 | 3.461 | 18,37 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 31.097 | 0,59 | 2.850 | 0,85 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 415 | 38 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 125.756 | 283,81 | 11.524 | 284,90 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 1.938 | 178 | ||||||
| 2026-05-15 | 13F | Night Owl Capital Management, LLC | 255.441 | 12,43 | 23.409 | 12,74 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.937.116 | 100,05 | 269.162 | 100,63 | ||||
| 2026-05-18 | 13F | Cim, Llc | 49.557 | 0,40 | 4.541 | 0,69 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 10.591 | 12,57 | 971 | 12,92 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 8.434 | 127,33 | 773 | 127,73 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 585.347 | 3,98 | 54 | 3,92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 174.699 | 50,59 | 16.009 | 51,03 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 56.533 | 256,07 | 5.181 | 257,24 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 226.471 | 6,45 | 20.754 | 6,75 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3.573 | 27,88 | 327 | 28,24 | ||||
| 2026-05-15 | 13F | EFG International AG | 132 | 12 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 145 | 13 | 8,33 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 32.295 | 54,18 | 2.959 | 54,60 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 8.195.302 | 17,32 | 751.017 | 17,66 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 30.152 | 2.210,50 | 2.763 | 2.221,85 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 189.625 | 1,00 | 17.327 | 1,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 73.490 | 3,20 | 6.735 | 3,49 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 51.742 | 4.742 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 5.110 | 86,22 | 468 | 87,20 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 285.733 | 13,18 | 26.185 | 13,35 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 9.305 | 153,13 | 853 | 154,33 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 15.026 | 175,50 | 1.377 | 176,31 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 59.660 | 284,66 | 5.467 | 285,82 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.358 | 3,15 | 216 | 3,85 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.089 | 18,76 | 100 | 19,28 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 15.500 | 1.420 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 6.240 | 3,45 | 572 | 3,63 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 7.790.161 | 218,22 | 713.890 | 219,14 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 100.526 | 43,61 | 9.212 | 43,89 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 249.660 | 1.609,53 | 22.879 | 1.614,99 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 26.902 | 2.465 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.229 | 367,30 | 113 | 366,67 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 37 | 2,78 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 205.421 | 1,00 | 18.825 | 1,29 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 103.775 | 119,75 | 9.510 | 122,12 | ||||
| 2026-04-29 | 13F | Cairn Investment Group, Inc. | 105.875 | 30,99 | 10 | 28,57 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6.345 | 581 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 79.837 | 63,13 | 7.316 | 63,60 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3.507.818 | 2.462,85 | 321.456 | 2.470,21 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 10.496 | 16,03 | 962 | 16,34 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 78.166 | 0,41 | 7.163 | 0,70 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 412 | 38 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 3.849 | 352 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 30.002 | 13,07 | 2.749 | 13,41 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.712 | 248 | ||||||
| 2026-05-13 | 13F | Caitlin John, LLC | 250.111 | 245,35 | 22.920 | 246,38 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.896 | 53,40 | 1.915 | 53,86 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 2.783 | 255 | ||||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 21.340 | 64,34 | 1.956 | 64,84 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 120.215 | 11,82 | 11 | 22,22 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3.142 | 288 | ||||||
| 2026-04-13 | 13F | Total Investment Management Inc | 12.338 | 0,11 | 1.131 | 0,36 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 32.778 | 225,86 | 3 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.138.500 | 25,46 | 104.332 | 25,82 | ||||
| 2026-05-14 | 13F | TCM Advisors, LLC | 9.317 | -15,23 | ||||||
| 2026-05-14 | 13F | Purewater Capital LLC | 134.912 | 12.363 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 15.220 | 12,08 | 1.395 | 12,42 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 67.686 | 20,87 | 6.203 | 21,20 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 33.569 | 1,06 | 3.076 | 1,35 | ||||
| 2026-05-15 | 13F | State Street Corp | 179.944 | 16.490 | ||||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 17.735 | 531,81 | 1.625 | 534,77 | ||||
| 2026-05-13 | 13F | Donoghue Forlines LLC | 343.455 | 31.474 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 10.709 | 17,97 | 981 | 18,34 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 52.715 | 47,70 | 4.831 | 48,11 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3.762 | 311,15 | 345 | 314,46 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 4.870 | 14,59 | 446 | 14,95 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 32 | 3 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 26.662 | 97,38 | 2.443 | 97,97 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 246.875 | 1,65 | 22.624 | 1,94 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 33.319 | 0,90 | 3.053 | 1,19 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 61.626 | 30,17 | 5.647 | 30,57 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 69.736 | 40,75 | 6.391 | 41,15 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 3.923 | 359 | ||||||
| 2026-04-14 | 13F | Udine Wealth Management, Inc. | 327.761 | 3,33 | 30.036 | 107.171,43 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 131.122 | 73,49 | 12.016 | 73,98 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 64.049 | 5.853 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2.618 | 15,28 | 240 | 15,46 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 404.961 | 432,19 | 37.111 | 433,73 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 109.200 | 10.007 | ||||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 18.943 | 189,60 | 1.736 | 190,62 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 22.679 | 465,42 | 2.078 | 467,76 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 121.442 | 94,21 | 11.129 | 94,78 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 9.254 | 77,45 | 848 | 78,15 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 691.000 | 41,60 | 63.323 | 42,00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 185.228 | 16.974 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 23.600 | 2,77 | 2.163 | 3,05 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2.435 | 10,43 | 223 | 10,95 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 569 | 0,53 | 52 | 1,96 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 535.375 | 69,01 | 48.955 | 69,05 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 11.017 | 148,80 | 1.010 | 149,75 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2.076 | 190 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 97.731 | 2,21 | 8.956 | 2,51 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 4.957 | 454 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 203.146 | 18.616 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 28.778 | 24,64 | 2.637 | 25,04 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6.060 | 0,56 | 555 | 0,91 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 3.107 | 285 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 58 | 5 | ||||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 40.014 | 7,98 | 3.667 | 8,27 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 4.205 | 1,67 | 385 | 2,12 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 117.029 | 58,13 | 10.725 | 58,59 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 3.295 | 301 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 11.535 | 4,86 | 1.057 | 5,17 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 5.287 | 9,73 | 484 | 10,00 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 2.540 | 233 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 33.805 | 7,86 | 3.089 | 7,44 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 4.714 | 389 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 12.554 | 111,99 | 1.150 | 112,57 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 45.846 | 1,84 | 4.201 | 2,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 6.784 | 8,41 | 622 | 8,76 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 50.106 | 11,80 | 4.579 | 11,36 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 11.868 | 235,73 | 1.087 | 236,22 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 17.084 | 1.566 | ||||||
| 2026-05-15 | 13F | Murchinson Ltd. | 21.844 | 2.002 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 122.117 | 105,22 | 11.190 | 105,53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 304.972 | 28 | ||||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 10.844 | 994 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 6.454 | 591 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.348.951 | 51,99 | 398.538 | 52,42 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 94.340 | 48,09 | 8.627 | 48,20 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 6.557 | 601 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 39.217 | 97,83 | 3.594 | 98,40 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 11.691 | 13,04 | 1.071 | 13,33 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 16.260 | 24,88 | 1.490 | 25,32 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 2.075 | 190 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 2.210 | 0,59 | 203 | 1,00 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 125.979 | 11.520 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 58.417 | 5 | ||||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 11.571 | 0,03 | 1.060 | 0,28 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 16 | 1 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.543 | 5,46 | 1.055 | 4,98 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 5.597 | 0,67 | 513 | 0,79 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 80.406 | 66,74 | 7.368 | 67,23 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 361.946 | 33.169 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3.116 | 286 | ||||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.446 | 24,08 | 499 | 24,44 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.449.055 | 302,80 | 132.430 | 302,85 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 54.872 | 5,27 | 5.028 | 5,56 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.106.472 | 2.946,68 | 191.921 | 2.937,67 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 64.775 | 0,51 | 5.936 | 0,78 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 56.524 | 6,55 | 5.180 | 6,85 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 40.271 | 690,87 | 3.690 | 690,15 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 40.626 | 0,72 | 3.723 | 1,00 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 8.452 | 775 | ||||||
| 2026-05-15 | 13F | Coral Wealth Management, LLC | 222.307 | 8.923 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 253.563 | 23.237 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 78.576 | 6,91 | 7.201 | 7,21 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 76 | 1,33 | 7 | 0,00 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 8.749 | 802 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 109.834 | 10.065 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 69.577 | 16,67 | 6.376 | 17,01 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 132.821 | 37,35 | 12.172 | 37,74 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 28.948 | 2.653 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 59 | 5 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 163.139 | 36,55 | 14.950 | 36,94 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 1.256.192 | 589,80 | 115.117 | 591,77 | ||||
| 2026-05-14 | 13F | Nixon Capital, LLC | 88.395 | 8.101 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 8.509 | 23,35 | 780 | 23,65 | ||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 206.840 | 28,26 | 18.955 | 28,62 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 870 | 2.458,82 | 80 | 2.533,33 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 20.283 | 31,70 | 1.859 | 32,05 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 18.872.546 | 14,83 | 1.729.480 | 15,16 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 63.580 | 14,99 | 5.827 | 15,32 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 366.152 | 7,68 | 33.554 | 7,98 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 190.208 | 1.111,59 | 17.431 | 1.115,48 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.272 | -4,22 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 255.349 | 73,32 | 23.385 | 73,69 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 213.105 | 21,66 | 19.473 | 21,17 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 28.192 | 3,12 | 2.584 | 3,40 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.296.191 | 138,35 | 668.623 | 139,03 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 2.088 | 104.300,00 | 191 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.956 | 79,83 | 544 | 80,13 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 37.211 | 1.421,30 | 3.410 | 1.429,15 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3.310 | 30,01 | 303 | 30,60 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11.062 | 6,54 | 1.014 | 6,86 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 4.554 | 417 | ||||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 43.460 | 0,58 | 3.983 | 0,86 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 5.700 | 9,62 | 522 | 9,89 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 453.084 | 5,66 | 41.521 | 5,96 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 2.891 | 0,59 | 265 | 0,76 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 397 | 36 | ||||||
| 2026-04-07 | 13F | Attessa Capital LLC | 4.776 | 438 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 302.098 | 45,82 | 27.684 | 46,24 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 67.686 | 96,35 | 6.203 | 96,89 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 732 | 632,00 | 67 | 644,44 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 516.253 | 945,36 | 47.309 | 948,52 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 46.613 | 1,13 | 4.272 | 1,42 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 40.395 | 14,42 | 3.702 | 14,72 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 3.356 | 0,57 | 308 | 0,99 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 144.111 | 15,86 | 13.206 | 16,19 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 41.916 | 2,28 | 3.841 | 2,59 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 376.972 | 16,87 | 34.546 | 17,20 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.179.437 | 34,30 | 108.084 | 34,68 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 13.538 | 1.241 | ||||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 85.486 | 7.834 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 30.792 | 26,97 | 2.822 | 27,30 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 221 | 20 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 55.047 | 1.268,99 | 5.045 | 1.274,39 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 14.389 | 1.319 | ||||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 10.614 | 73,37 | 973 | 73,88 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 21.740 | 18,04 | 1.992 | 18,36 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 159.302 | 276,68 | 14.598 | 277,80 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 60.815 | 5.573 | ||||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 32.302 | 1,38 | 2.952 | 0,96 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.730 | 24,64 | 2.724 | 25,01 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 81.391 | 262,69 | 7.459 | 263,80 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2.230 | 204 | ||||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 243.547 | 1,76 | 22.319 | 2,04 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66.407 | 6,26 | 6.086 | 6,57 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 14.581 | 104,30 | 1.336 | 104,91 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 630 | 58 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 240.725 | 56.943,84 | 22.060 | 57.952,63 | ||||
| 2026-05-14 | 13F | Spg Advisors Llc | 4.059 | 3,65 | 372 | 3,92 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 3.776 | 0,72 | 346 | 1,17 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 13.489 | 148,60 | 1.236 | 149,70 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 30.458.772 | 27,89 | 2.791.242 | 28,26 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 22.472 | 2.059 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.350 | 0,30 | 124 | 0,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 123.059 | 11.134 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 141.027 | 5,38 | 12.924 | 5,68 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 833.469 | 11,09 | 76.379 | 11,41 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 3.755 | 0,35 | 344 | 0,88 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 43 | 22,86 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 10.336 | 947 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 51.992 | 20,20 | 4.765 | 20,55 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 5.270 | 483 | ||||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 2.402 | 220 | ||||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 38.253 | 0,60 | 3.506 | 0,89 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 93.707 | 118,50 | 8.587 | 286.133,33 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 10.038 | 3,06 | 920 | 3,26 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 445.361 | 56,01 | 40.813 | 56,45 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 11.848 | 2,34 | 1.086 | 2,65 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8.932 | 21,24 | 819 | 21,55 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 39.506 | 92,68 | 3.620 | 93,27 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4.797.901 | 2,88 | 439.679 | 3,18 | ||||
| 2026-02-13 | 13F | Barclays Plc | 7.700 | 704 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 16.577 | 276,32 | 1.519 | 277,86 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 149.192 | 3.825,07 | 13.672 | 3.839,77 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 4.630 | 424 | ||||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 41.038 | 54,32 | 3.761 | 54,73 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 16.430 | 16,05 | 1.506 | 16,40 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 21.964 | 30,63 | 2.013 | 30,99 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 1 | 0 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 161.845 | 662,92 | 14.814 | 664,40 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 5.261 | 10,25 | 482 | 10,55 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 78.020 | 8,85 | 7.150 | 9,16 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.592 | 66,60 | 329 | 67,01 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 69 | 6 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.692 | 23,87 | 155 | 25,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 102.690 | 101,58 | 9.411 | 102,15 | ||||
| 2026-05-01 | 13F | MOKAN Wealth Management Inc. | 156.518 | 2,25 | 14.344 | 2,54 | ||||
| 2026-04-10 | 13F | Novem Group | 2.792 | 4,22 | 256 | 4,51 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 96.026 | 224,39 | 8.800 | 225,29 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 177.081 | 3,97 | 16.228 | 4,26 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.083.618 | 18,75 | 99.303 | 19,09 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 151.059 | 114,25 | 13.843 | 114,89 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 4.766 | 1,66 | 437 | 1,87 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 204.124 | 7,69 | 18.706 | 8,00 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 5.721 | 2,66 | 524 | 2,95 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 13.195 | 1.209 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.758 | 3,44 | 711 | 3,65 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14.424 | 157,30 | 1.322 | 158,01 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 4.000 | 14,29 | 367 | 14,38 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 8.796 | 43,35 | 806 | 43,93 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 568.897 | 423,91 | 52.134 | 425,43 | ||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 47.425 | 35,51 | 4.346 | 35,90 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 5.840 | 2,85 | 535 | 3,28 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 142 | 13 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.994.283 | 8,17 | 457.676 | 8,48 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 161.212 | 0,76 | 14.753 | 0,90 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 846.918 | 14,70 | 77.612 | 15,03 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 8.782 | 0,30 | 805 | 0,50 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 102.307 | 29,22 | 9.375 | 29,60 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 247.564 | 156,54 | 22.687 | 157,27 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 4.248 | 389 | ||||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 1.363.410 | 91,41 | 124.943 | 91,96 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 586.118 | 210,61 | 54 | 211,76 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 169.423 | 15.526 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 490.507 | 142,34 | 44.823 | 141,37 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 4.011 | 367 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 5.902 | 30,09 | 541 | 30,43 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 7.600 | 696 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.746.817 | 12,35 | 160.078 | 12,67 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 74.643 | 0,08 | 6.840 | 0,37 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 43.887 | 574,67 | 4.022 | 576,94 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 25.702 | 16,11 | 2.355 | 16,47 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 46.581 | 15,73 | 4.262 | 15,73 | ||||
| 2026-05-14 | 13F | Marathon Capital Management | 195.446 | 21,08 | 17.911 | 21,42 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.398.278 | 7,38 | 219.813 | 7,69 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 45.061 | 37,67 | 4.129 | 38,09 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 124.432 | 16,59 | 11.403 | 16,93 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 385 | 0,26 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 3.389 | 311 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15.637 | 51,21 | 1 | |||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 14.664 | 416,88 | 1.344 | 418,53 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 18.357 | 52,42 | 1.682 | 52,91 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 2.662 | 244 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 181.226 | 14.147,33 | 16.608 | 14.216,38 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 577.062 | 5.019,88 | 52.882 | 5.039,07 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 536.020 | 16,34 | 49.121 | 16,67 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.872 | 20,47 | 1.271 | 21,86 | ||||
| 2026-05-11 | 13F | First Wilshire Securities Management Inc | 107.390 | 15,09 | 9.841 | 15,42 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 3.760 | 345 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 16.776.336 | 27,33 | 1.537.383 | 27,69 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 181.746 | 4,46 | 16.655 | 4,76 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 50.171 | 556,17 | 4.598 | 558,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 296.111 | 45,85 | 27.136 | 46,26 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 13.691 | 1.251 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11 | 1 | ||||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 263.761 | 2.186,61 | 24.171 | 2.193,26 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 273 | 25 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4.164 | 239,92 | 382 | 243,24 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 10.776 | 195,31 | 988 | 196,40 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 8.489 | 778 | ||||||
| 2026-05-04 | 13F | Glassman Wealth Services | 72 | 7 | ||||||
| 2026-04-10 | 13F | PFW Advisors LLC | 10.408 | 266,35 | 954 | 267,95 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 9.128 | 33,88 | 836 | 34,19 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.993 | 372,30 | 1.191 | 374,10 | ||||
| 2026-05-14 | 13F | Arrington Capital Management, LLC | 23.098 | 2.117 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 133.734 | 19,74 | 12.255 | 20,09 | ||||
| 2026-04-21 | 13F | Creekside Partners | 8.216 | 2,73 | 753 | 3,01 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 178.976 | 5,72 | 16.401 | 6,02 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 7.650 | 701 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 537.421 | 50,24 | 49.249 | 50,67 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4.777.199 | 19,12 | 437.783 | 19,46 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 338.084 | 7,43 | 30.982 | 7,74 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 54.649 | 197,17 | 5.008 | 198,10 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 281.563 | 24,03 | 25.802 | 24,38 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 569.175 | 89,90 | 52.159 | 90,44 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 1.318.642 | 20,09 | 120.840 | 20,43 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 26.218 | 4,60 | 2.403 | 4,89 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 35.700 | 557,94 | 3.272 | 560,81 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 203.914 | 18,34 | 18.687 | 18,68 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20.016 | 12,47 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5.270 | 52,53 | 483 | 53,02 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 340.477 | 46,45 | 31.201 | 46,87 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 370.284 | 4,08 | 33.933 | 4,37 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 51.806 | 2,98 | 4.748 | 3,26 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 5.417 | 496 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 56.445 | 5.173 | ||||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 2.188 | 201 | ||||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 62.490 | 680,93 | 5.727 | 683,31 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 529.954 | 2,29 | 48.565 | 2,58 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 5.571 | 0,11 | 511 | 0,39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 238.998 | 109,78 | 21.902 | 110,38 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 143.994 | 17,44 | 13.196 | 17,77 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 14.207 | 12,03 | 1.302 | 12,35 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.036 | 735,48 | 95 | 754,55 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.464 | 121,15 | 134 | 123,33 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 3.564.358 | 30,02 | 325.064 | 29,49 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 454.804 | 1.582,71 | 41.678 | 1.588,05 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 4.829 | 0,58 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 297.268 | 168,68 | 27.242 | 169,45 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 20.680 | 8,22 | 1.895 | -0,58 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 10.226 | 0,24 | 937 | 0,54 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 4.706 | 431 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 28 | 47,37 | 3 | 100,00 | ||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 506.719 | 612,95 | 46.436 | 615,04 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 12.007 | 1.100 | ||||||
| 2026-05-13 | 13F | George Kaiser Family Foundation | 495.333 | 45.392 | ||||||
| 2026-05-13 | 13F | Alethea Capital Management, Llc | 640.038 | 170,50 | 58.653 | 171,28 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 285.729 | 2.115,98 | 26.186 | 2.122,92 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 230.965 | 21.166 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 9.915 | 909 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 2.900 | 266 | |||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 19.597 | 44,58 | 1.796 | 44,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 48.100 | 4.408 | |||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 11.206 | 41,29 | 1 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 39.044 | 61,71 | 3.559 | 66,15 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 6.992 | 9.100,00 | 641 | 10.566,67 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 183.834 | 181,82 | 16.847 | 182,65 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3.129 | 0,32 | 287 | 0,35 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 11.292 | 387,35 | 1.035 | 390,05 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 13.794 | 6,45 | 1.264 | 6,76 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.183.912 | 12,07 | 108.494 | 12,38 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 26.670 | 72,39 | 2.444 | 72,97 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 43.062 | 529,93 | 3.946 | 532,37 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 396.426 | 35,73 | 36.330 | 36,13 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 141.794 | 12.994 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 44.426 | 13,49 | 4.071 | 13,81 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 204.519 | 18.724 | ||||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 2.894 | 265 | ||||||
| 2026-05-08 | 13F | Sprott Inc. | 878.051 | 5,67 | 80.465 | 5,97 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 587.776 | 3,44 | 53.864 | 3,73 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 12.522 | 165,18 | 1.148 | 166,13 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 21.933 | 7,34 | 2.006 | 7,45 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.604 | 1,20 | 147 | 1,39 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 725.320 | 84,61 | 66.468 | 85,14 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 100.608 | 9.195 | ||||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 253.667 | 0,94 | 23.246 | 1,23 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 141.027 | 12.924 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 61.758 | 5,41 | 5.660 | 5,72 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 188.322 | 31,84 | 17.258 | 32,22 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 96.817 | 50,97 | 8.872 | 51,40 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 138.914 | 40,82 | 12.730 | 41,22 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 25.321 | 44,10 | 2.320 | 44,55 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 4.000 | 367 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.555 | 234 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 2.758 | 14,63 | 253 | 15,07 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.630.828 | 6,46 | 241.089 | 107.050,67 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.810 | 7.928,57 | 258 | 8.466,67 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 886.723 | 4,25 | 81.259 | 4,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 171.742 | 404,17 | 15.738 | 405,72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 133.195 | 17,79 | 12.174 | 17,82 | ||||
| 2026-05-04 | 13F | Nwam Llc | 30.175 | 27,06 | 2.765 | 27,13 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 4.935 | 452 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 72.150 | 73,96 | 6.612 | 74,48 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 647 | 59 | ||||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 15.382 | 228,82 | 1.410 | 229,98 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 101.483 | 1,39 | 9.304 | 1,67 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 127.833 | 11.715 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 270.947 | 68,17 | 24.830 | 68,65 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 209.472 | 5,40 | 19.196 | 5,70 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 39.081 | 3.581 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 78.287 | 10,82 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 30.561 | 43,04 | 2.801 | 43,44 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 2.330 | 214 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 10.040 | 10,05 | 920 | 10,44 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 9.845 | 55,01 | 902 | 55,52 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 14.432 | 5,97 | 1.323 | 6,27 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 18.650 | 9,38 | 1.709 | 9,69 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 78.812 | 11,23 | 7.222 | 11,55 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 85.817 | 193,37 | 7.863 | 193,83 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.212 | 203 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.216 | 203 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.289 | 0,39 | 210 | 0,48 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 6.786 | 1,62 | 622 | 1,80 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.029 | 109,63 | 644 | 110,46 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 1.044.993 | 81,27 | 95.763 | 81,79 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 17.680 | 44,89 | 1.620 | 45,29 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 12.138 | 171,48 | 1.112 | 172,55 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 47.070 | 6,52 | 4.313 | 6,84 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 525 | 72,13 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 399.085 | 58,12 | 36.572 | 58,57 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 258.136 | 19,81 | 23.656 | 20,15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 696.077 | 5,84 | 63.788 | 6,14 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 489.496 | 12,20 | 44.857 | 12,53 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 106.628 | 1,69 | 9.771 | 1,98 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 116.101 | 56,53 | 10.639 | 56,99 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 80.785 | 100,12 | 7.403 | 100,73 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24.088 | 10,65 | 2.207 | 10,96 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 31.841 | 185,75 | 2.918 | 186,64 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 648.714 | 29.440,71 | 59.449 | 29.624,00 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 145.688 | 13.351 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 8.665 | 794 | ||||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 92.779 | 7,85 | 8.502 | 8,17 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 136.165 | 4,81 | 12.478 | 5,11 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 517.551 | 60,37 | 47.428 | 60,83 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 247 | 11,26 | 23 | 10,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 9 | 1 | ||||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 9.285 | 2,19 | 851 | 2,41 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 43.019 | 3.942 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 830.484 | 2.553,90 | 76.106 | 2.561,94 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 11.068 | 49,71 | 1 | |||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1.371 | 126 | ||||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 140.398 | 12.866 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 48.145 | 12,18 | 4.412 | 12,50 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 118.888 | 1.010,90 | 11 | |||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 39.992 | 2,50 | 3.665 | 2,78 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 89.176 | 180,56 | 8.172 | 181,40 | ||||
| 2026-04-20 | 13F | City State Bank | 107 | 723,08 | 10 | 800,00 | ||||
| 2026-05-13 | 13F | Pring Turner Capital Group Inc | 3.189 | 292 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 19.865 | 3,31 | 1.816 | 3,30 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 599 | 199,50 | 0 | |||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 9.307 | 12,34 | 851 | 12,27 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 288.427 | 5.185,45 | 26.431 | 5.207,43 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.508 | 230 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 25.232 | 237,24 | 2.312 | 238,51 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 15.442 | 18,18 | 1.415 | 18,51 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 4.385 | 38,72 | 402 | 39,24 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 11.877 | 3,03 | 1.088 | 3,32 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 30.021 | 2.751 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.287 | 0,57 | 210 | 0,97 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3.312 | 0,49 | 304 | 0,66 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 6.472 | 23,79 | 593 | 24,32 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 2.325 | 213 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 50.997 | 9,86 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 34.249 | 146,06 | 3.139 | 146,89 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 57.964 | 75,48 | 5.312 | 75,98 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 6.353 | 0,11 | 582 | 0,52 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 5.415 | |||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 92.428 | 8,44 | 8 | 14,29 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 9.916 | 56,75 | 909 | 57,09 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 4.732 | 0 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30.752 | 76,52 | 2.818 | 77,12 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10.499 | 962 | ||||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | 0 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 401.003 | 13,92 | 37 | 12,50 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 90.464 | 104,69 | 8 | 100,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 68.276 | 410,74 | 6.257 | 412,37 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 12.871 | 73,72 | 1.180 | 74,15 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 251.146 | 19,83 | 23.015 | 20,18 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 308 | 0,33 | ||||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 2.208 | 0 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 118.857 | 2,75 | 10.892 | 3,05 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.800 | 257 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 2.211 | 203 | ||||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 2.845 | 261 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 2.538 | 2,17 | 233 | 2,65 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 31.821 | 13,94 | 2.916 | 14,31 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 152.771 | 50,84 | 14.000 | 51,28 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 8.122 | 744 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 12.760.579 | 1.714,93 | 1.169.379 | 1.720,10 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 70.557 | 6.466 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 10.015 | 916 | ||||||
| 2026-05-04 | 13F | Moment Partners, LLC | 32.306 | 2.960 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 63.486 | 8,05 | 5.818 | 8,20 | ||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 125.945 | 11.542 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 6.875 | 16,94 | 630 | 17,32 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 15.416 | 1.413 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 41 | 4 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 115.508 | 1.432,14 | 10.585 | 1.438,52 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 372.188 | 586,20 | 34.033 | 586,68 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 4.553 | 0,04 | 417 | 0,48 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 3.505 | 28,29 | 321 | 28,92 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.491 | 595 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 4.000 | 367 | ||||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 103.899 | 10,79 | 9.521 | 11,11 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 390.565 | 567,20 | 35.791 | 569,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 331.752 | 52,24 | 30.402 | 52,68 |
