Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF, omfatter Penserra Capital Management LLC, Financial Solutions Advisory Group, Inc., University of Illinois Foundation, Goodman Financial Corp, Vertrix Wealth Management, LLC, SB Capital Management Inc, Summit Portfolio Management, LTD., Wright Fund Managment, LLC, First Business Financial Services, Inc., Global Wealth Management, LLC, URS Advisory LLC, Exit Wealth Advisors, LLC., Curtis Advisory Group, LLC, Systelligence, LLC, TRB Wealth Management, LLC, Stillwater Private Wealth, LLC, Stark Wealth Management LLC, Harbour Investment Management Llc, Blueprint Financial Advisors LLC, og Mission Wealth Management, Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 340.246 | 1,01 | 16.995 | 2,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8.584 | 48,69 | 429 | 50,18 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 13.303 | 119,99 | 664 | 122,07 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 77.603 | 2,86 | 3.876 | 3,89 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21.275 | 4,16 | 1.063 | 5,15 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 30.417 | 0,54 | 1.519 | 1,54 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 121.414 | 5,78 | 6.065 | 6,84 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 181.791 | 2,32 | 9.080 | 3,33 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 173.510 | 4,76 | 8.667 | 5,80 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 101.851 | 2,77 | 5.087 | 3,80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 269.145 | 9,54 | 13.444 | 10,53 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 36.400 | 1.818 | ||||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 39.174 | 40,48 | 1.957 | 41,84 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 11.899 | 113,28 | 594 | 116,00 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 151.881 | 5,66 | 7.586 | 6,71 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 24.488 | 30,48 | 1.223 | 31,79 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10.974 | 548 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.668 | 38,72 | 633 | 40,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 43.688 | 1,04 | 2.182 | 2,06 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 20.901 | 10,25 | 1 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 23.348 | 2,52 | 1.166 | 3,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 289.862 | 14.479 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.461 | 273 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 244 | 0 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.048.449 | 13,96 | 52.370 | 15,09 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 20.001 | 1 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 98.561 | 9,85 | 4.923 | 10,95 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 5.355 | 0,90 | 267 | 1,91 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 116.592 | 6,93 | 5.824 | 7,99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 138.082 | 1.151,88 | 6.897 | 1.165,50 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 1.709.627 | 3,25 | 85.396 | 4,27 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 128.278 | 66,03 | 6.407 | 67,68 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 127.408 | 19,46 | 6.364 | 20,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 387.222 | 18,22 | 19.342 | 19,39 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 9.660 | 17,76 | 483 | 19,01 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11.200 | 559 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 47.955 | 13,90 | 2.395 | 15,03 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.555 | 21,49 | 427 | 22,70 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 22.228 | 1.110 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 82.492 | 0,94 | 4.120 | -0,12 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 188.484 | 1,31 | 9.415 | 2,31 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 330.205 | 0,45 | 16.494 | 1,45 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 214.673 | 5,71 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Marex Group plc | 8.079 | 2,77 | 404 | 3,87 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 55.766 | 109,47 | 2.785 | 111,63 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 353 | 101,71 | 18 | 112,50 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 628.807 | 0,91 | 31.409 | 1,91 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 206.066 | 277,03 | 10.293 | 280,76 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 384.241 | 167,94 | 19.193 | 170,61 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 15.426 | 30,98 | 771 | 32,30 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.826.114 | 18,92 | 291.014 | 20,10 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 21.341 | 18,38 | 1.066 | 19,53 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 348.731 | 8,58 | 17.419 | 9,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 313.504 | 27,21 | 16 | 25,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 157.042 | 0,16 | 7.844 | 1,16 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 720 | 31,68 | ||||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 22.164 | 120,01 | 1.107 | 122,29 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 227.808 | 11.379 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 710 | 35 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 33.178 | 16,80 | 1.657 | 18,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 46.719 | 16,95 | 2.334 | 15,38 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 61.721 | 1,85 | 3.053 | -0,52 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 64.581 | 4,74 | 3.226 | 5,77 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 67.391 | 13,36 | 3.366 | 14,49 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 27.235 | 12,27 | 1.360 | 13,43 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 161.104 | 1,57 | 8.047 | 2,57 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 117.113 | 1,52 | 5.850 | 2,52 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.112 | 1.581,32 | 355 | 1.670,00 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 124.709 | 9,13 | 6.229 | 10,21 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 11.579 | 64,01 | 578 | 65,62 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 52.520 | 2.623 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 20.533 | 1.026 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 16.153 | 807 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 110.919 | 22,60 | 5.540 | 23,83 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 501.985 | 3,39 | 25.074 | 4,41 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17.778 | 3,23 | 888 | 4,35 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 706.033 | 9,53 | 35.266 | 10,62 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.319 | 2,54 | 216 | 3,37 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1.685.046 | 7,10 | 84.168 | 8,16 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 45.810 | 4,96 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 86.240 | 14,06 | 4.308 | 15,19 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 109.789 | 5,08 | 5.484 | 6,01 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.090.267 | 4,71 | 54.459 | 5,75 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 497.026 | 21,10 | 24.826 | 22,31 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 36.142 | 5,49 | 1.823 | 7,18 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 169.803 | 28,72 | 8.482 | 30,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 512.651 | 4,70 | 25.593 | 5,68 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 420.154 | 3.092,17 | 20.987 | 3.128,62 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 774.292 | 39 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 20.440 | 119,83 | 1.021 | 122,22 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 147.848 | 178,64 | 7.385 | 181,44 | ||||
| 2026-05-11 | 13F | Commerce Bank | 24.434 | 1.220 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 53.545 | 3,51 | 2.675 | 4,53 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.481 | 6,28 | 324 | 7,31 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.621 | 9,99 | 630 | 11,11 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 38.266 | 4,53 | 1.911 | 5,58 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4.304 | 215 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 45.749 | 81,49 | 2.285 | 83,39 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 45.386 | 10,09 | 2.267 | 11,18 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 31.042 | 12,28 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.481 | 74 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 90 | 23,29 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 124.129 | 3,42 | 6.200 | 4,45 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 546.717 | 9,84 | 27.308 | 10,93 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 750.511 | 10,29 | 37.488 | 11,38 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 326 | 16 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.116 | 1,58 | 955 | 2,58 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.773 | 838 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 180.545 | 6,02 | 9.018 | 7,08 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 188.528 | 263,22 | 9 | 350,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 59.172 | 106,15 | 2.956 | 108,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.262 | 572,89 | 263 | 589,47 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 4.295 | 2,92 | 215 | 3,88 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 1.981 | 99 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.237 | 1,04 | 506 | -1,36 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 284.482 | 2,53 | 14.267 | 3,81 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 27.066 | 0,53 | 1.352 | 1,50 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9.816 | 490 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 6.749 | 9,35 | 337 | 10,49 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.138 | 207 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 382.363 | 47,00 | 19.099 | 48,47 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 307.769 | 9,08 | 15.373 | 10,16 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 90.750 | 0,19 | 4.533 | 1,16 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 177.961 | 0,10 | 8.889 | 1,09 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.347.765 | 67.290 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 432.060 | 6,51 | 21.581 | 7,57 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 191.038 | 697,39 | 9.542 | 705,91 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 249.354 | 12.455 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 2 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 102.340 | 1,59 | 5.112 | 2,59 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 30.975 | 40,23 | 1.545 | 41,39 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 86.036 | 27,96 | 4.297 | 29,23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 40.355 | 2.013 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30.983 | 98,67 | 1.548 | 100,65 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 28.450 | 3,04 | 1.421 | 4,10 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 161.880 | 5,54 | 8.086 | 6,58 | ||||
| 2026-05-06 | 13F | Terril Brothers, Inc. | 10.575 | 528 | ||||||
| 2026-05-07 | 13F | Washington Trust Bank | 39.360 | 31,13 | 1.966 | 32,48 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.047 | 12,76 | 252 | 14,03 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 15.923 | 795 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 47 | 2 | ||||||
| 2026-05-15 | 13F | EFG International AG | 220 | 11 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 188.006 | 79,83 | 9.391 | 81,62 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 20.335 | 24,33 | 1.016 | 25,62 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 37.916 | 27,61 | 1.894 | 28,86 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 123.573 | 27,59 | 6.172 | 28,85 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 43.513 | 9,20 | 2.173 | 10,30 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 51.275 | 2.561 | ||||||
| 2026-05-12 | 13F | Ames National Corp | 96.244 | 6,27 | 4.807 | 7,32 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.455.868 | 6,31 | 222.571 | 7,36 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 396.348 | 19,23 | 19.798 | 20,41 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 28.164 | 9,57 | 1.407 | 10,62 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 25.173 | 271,56 | 4.056 | 795,14 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 10.016 | 500 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 5.293 | 3,95 | 263 | 4,78 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 17 | 1 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18.872 | 1 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 10.022 | 501 | ||||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 76.175 | 10,79 | 3.805 | 11,88 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2.481 | 1.659,57 | 124 | 1.950,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.073.953 | 5,33 | 353.344 | 6,37 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 17.415 | 9,56 | 870 | 10,56 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 100.510 | 145,64 | 5.020 | 148,15 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12.064 | 603 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 566.241 | 10,94 | 28.284 | 12,04 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 1.852.424 | 1,70 | 92.529 | 2,71 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 23.191 | 3,16 | 1.158 | 4,14 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 385.647 | 18,36 | 19.074 | 119.112,50 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 42.483 | 105,27 | 2.122 | 107,43 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 19.987 | 261,76 | 1.003 | 267,03 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 12.219 | 610 | ||||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 11.318 | 14,28 | 565 | 15,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.623 | -0,06 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 189.272 | 7,52 | 9.454 | 8,58 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 13.678 | 7,87 | 683 | 8,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.169 | 4,45 | 701 | 2,04 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 70.030 | 1,15 | 3.513 | 2,45 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 366.971 | 6,21 | 18.330 | 7,27 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 5.350 | 1,50 | 267 | 2,69 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 132 | 7 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34.006 | 5,22 | 1.698 | 6,26 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 157.714 | 10,21 | 7.865 | 11,13 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 175.370 | 8,01 | 8.760 | 9,08 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 28.517 | 0,19 | 1.424 | 1,21 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 34.477 | 2,57 | 1.722 | 3,61 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 331.890 | 101,69 | 16.578 | 103,70 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 134 | 7 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 70.818 | 3,96 | 3.537 | 4,99 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.864 | 143 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 380 | 19 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 90.145 | 50,64 | 4.503 | 52,15 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.092.047 | 20,51 | 54.548 | 21,70 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 52.306 | 4,96 | 2.613 | 6,01 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 151.299 | 133,80 | 7.483 | 131,17 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 12.961 | 34,37 | 647 | 35,64 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 314 | 214,00 | 16 | 275,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 587 | 29 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.855.031 | 33,62 | 242.509 | 34,94 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 23.343 | 9,53 | 1.166 | 10,63 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4 | 0 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 225 | 22.400,00 | 11 | |||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 93.609 | 13,36 | 4.676 | 14,47 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 4.837 | 242 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 71.201 | 33,24 | 3.522 | 30,17 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 238.449 | 29,96 | 11.911 | 31,25 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 542 | 64,74 | 27 | 68,75 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 27.672 | 118,03 | 1.382 | 120,41 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 282.834 | 5,24 | 14.128 | 6,28 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 12.216 | 17,31 | 604 | 14,61 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.187 | 880,99 | 60 | 1.080,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 37.900 | 24,67 | 1.893 | 25,95 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 305.716 | 10,84 | 15.271 | 11,94 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4.373 | 218 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 301.326 | 6,37 | 15 | 7,14 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 158.199 | 12,18 | 7.902 | 13,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.404 | 129,16 | 520 | 131,70 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 242.590 | 11.999 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 54.068 | 5,17 | 2.701 | 6,22 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.306 | 0,96 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 416.335 | 0,81 | 20.796 | 1,81 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 387.498 | 1,98 | 19.356 | 3,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 52.609 | 4,68 | 2.628 | 5,71 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 405.450 | 12,10 | 20 | 17,65 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 145.493 | 7.267 | ||||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 25.023 | 41,75 | 1.250 | 43,07 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 203.294 | 3,33 | 10.155 | 4,26 | ||||
| 2026-05-08 | 13F | Bokf, Na | 14.000 | 55,56 | 699 | 57,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 178.706 | 186,42 | 8.926 | 189,24 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.719 | 3,74 | 236 | 4,91 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 53.553 | 5,71 | 2.675 | 6,75 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10.885 | 1,18 | 544 | 2,07 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 400 | 20 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6.785 | 7,15 | 339 | 7,99 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 38.694 | 118,44 | 1.933 | 120,55 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 106.511 | 2,12 | 5.320 | 3,14 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 69.824 | 4,54 | 3.488 | 5,57 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 522.141 | 26.081 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 4.991 | 2,84 | 249 | 3,75 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 26.749 | 39,73 | 1.336 | 41,23 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 5.660 | 0,77 | 283 | 1,81 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 856.145 | 193,09 | 42.764 | 196,01 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 32.495 | 1,34 | 1.623 | 2,40 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 42.755 | 1,47 | 2.136 | 2,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 344.513 | 66,12 | 17.181 | 67,50 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.656 | 83 | ||||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 215.692 | 7,79 | 10.774 | 8,85 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 347 | 17 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.458 | 5,18 | 122 | 2,54 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 325.004 | 359,88 | 16.234 | 364,46 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 19.360 | 0,39 | 967 | 1,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.102.937 | 6,88 | 55.092 | 7,94 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 567 | 1.057,14 | 28 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 29.909 | 9,36 | 1.494 | 10,43 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 608.256 | 5,00 | 30.382 | 6,04 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 383.074 | 0,23 | 19.134 | 1,22 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 10.860 | 56,48 | 542 | 58,02 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 146.386 | 6,04 | 7.312 | 7,09 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 123.290 | 10,49 | 6.158 | 11,60 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 56.822 | 2,41 | 2.838 | 3,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20.850 | 45,18 | 1.041 | 46,62 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 6.098 | 7,78 | 302 | 5,24 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 4.014 | 200 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 25.257 | 8,61 | 1.262 | 9,65 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 31.555 | 35,02 | 1.536 | 31,20 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 211.095 | 23,51 | 10.544 | 24,74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 32 | 2 | ||||||
| 2026-04-30 | 13F | Torren Management, LLC | 2.324 | 146,19 | 116 | 152,17 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 80.009 | 9,63 | 3.996 | 10,72 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 99.289 | 3,59 | 4.959 | 4,47 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 103.351 | 1,92 | 5.162 | 2,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.324.817 | 12,41 | 216.025 | 13,52 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.156 | 233,26 | 158 | 241,30 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 25.488 | 1.273 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 5.712 | 10,96 | 285 | 12,20 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.299 | 315 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 342.077 | 3,54 | 17.087 | 4,57 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 8.815 | 20,97 | 440 | 22,22 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 10.105 | 3,81 | 505 | 4,78 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 49.516 | 1,20 | 2.473 | 2,23 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 84.276 | 41,95 | 4.210 | 43,36 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 14.021 | 19,79 | 700 | 21,11 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 44.116 | 1,89 | 2.204 | 2,90 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 220.228 | 14,55 | 11.000 | 15,69 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 738.954 | 3,61 | 36.911 | 4,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 35.403 | 2,26 | 1.781 | 3,91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 319.415 | 12,77 | 15.955 | 13,89 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 222.456 | 6,00 | 11.112 | 7,04 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 13.990 | 7,63 | 699 | 8,72 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 580 | 29 | ||||||
| 2026-04-15 | 13F | Fmb Wealth Management | 22.140 | 10,15 | 1.106 | 11,17 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 61.493 | 0,66 | 3.072 | 1,66 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 7.221 | 14,09 | 361 | 15,02 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 60.248 | 1,69 | 3.009 | 2,70 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 54 | 3 | ||||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 47.210 | 27,07 | 2.358 | 28,36 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 21.555 | 6,31 | 1.077 | 7,39 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32.355 | 9,45 | 1.600 | 6,95 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 171.634 | 3,83 | 8.573 | 4,87 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 105.904 | 6,65 | 5.290 | 7,70 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 26.489 | 192,08 | 1.323 | 195,31 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.100.623 | 3,03 | 104.926 | 4,05 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.333.111 | 89,52 | 66.589 | 91,40 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.242 | 3,41 | 62 | 5,08 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 717.241 | 5,23 | 35.826 | 6,27 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.797.614 | 2,73 | 189.691 | 3,74 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 207.963 | 16,70 | 10.388 | 17,86 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 190.850 | 9.533 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 67.191 | 7,04 | 3.356 | 8,12 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 57.639 | 8,48 | 2.879 | 9,59 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9.614 | 35,98 | 480 | 37,54 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1.104.084 | 0,01 | 20.173 | -0,70 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 45.211 | 2,48 | 2.258 | 3,53 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 22.451 | 14,02 | 1.121 | 15,21 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.520.921 | 10,53 | 75.970 | 11,63 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 17.187 | 6,28 | 858 | 7,38 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 1.004.638 | 60,87 | 50.182 | 62,47 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.321 | 356,89 | 116 | 360,00 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 505.851 | 15,56 | 25.252 | 16,68 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 50 | 2 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 32.684 | 221,38 | 1.633 | 224,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.254.717 | 18,68 | 210.438 | 15,79 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 70.819 | 1,90 | 3.537 | 2,91 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.478.677 | 0,00 | 73.860 | 0,99 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 225.879 | 0,56 | 11.283 | 1,55 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 152 | 22,58 | 8 | 16,67 | ||||
| 2026-04-09 | 13F | Baron Financial Group, LLC | 264.090 | 2,96 | 13.191 | 3,98 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 17.623 | 314,27 | 880 | 319,05 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.090 | 38,12 | 1.603 | 39,43 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 15.930 | 796 | ||||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 656.298 | 51,24 | 33 | 52,38 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 58.701 | 5,00 | 2.929 | 5,90 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 38.789 | 7,31 | 1.937 | 8,39 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 400 | 20 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 14.990 | 749 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 46.911 | 2,93 | 2.343 | 3,95 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 218.355 | 6,39 | 10.907 | 7,44 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 90.101 | 11,61 | 4.501 | 12,73 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 15.778 | 23,70 | 788 | 25,08 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 45.018 | 24,57 | 2.249 | 25,80 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 71.434 | 11,10 | 3.568 | 12,20 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 37.363 | 1.866 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41.395 | 0,11 | 2.068 | 1,08 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 19.361 | 11,03 | 967 | 12,18 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 12.494 | 37,60 | 624 | 38,98 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 81.999 | 0,35 | 4.096 | 1,34 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 161.930 | 8.088 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 91.840 | 32,79 | 4.574 | 33,71 | ||||
| 2026-04-15 | 13F | City Holding Co | 88 | 4 | ||||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 48.895 | 7,45 | 2.442 | 8,53 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 423.463 | 6,31 | 21.152 | 7,36 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 4.275 | 215 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 1.100.702 | 19,18 | 54.980 | 20,36 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.822 | 2,54 | 288 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 202.877 | 4,12 | 10.134 | 5,15 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6.726 | 336 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 36.569 | 148,26 | 1.825 | 150,55 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 500.168 | 24.983 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4.010 | 200 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 38.618 | 624,13 | 1.929 | 633,08 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 27.967 | 11,10 | 1.397 | 12,13 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 48.191 | 53,15 | 2.407 | 54,69 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.941 | 13,93 | 247 | 14,95 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18.086 | 876 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 21.556 | 4,49 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 53.786 | 0,61 | 2.687 | 1,59 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 109.246 | 76,76 | 5.457 | 78,53 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 85.416 | 10,40 | 4.225 | 7,84 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.088 | 17,34 | 704 | 18,55 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 51.324 | 3,11 | 2.564 | 4,10 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 67.550 | 3,52 | 3.374 | 4,56 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 132.822 | 6.634 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 732.514 | 62,67 | 36.230 | 58,92 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 4.177 | 207 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.653 | 332 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3.000 | 150 | ||||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 209.421 | 3,23 | 10.461 | 4,25 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 22.332 | 0,10 | 1.116 | 1,09 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20.727 | 23,01 | 1.035 | 24,25 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 130.880 | 6.537 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 79.415 | 3.967 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 9.719.014 | 13,22 | 480.702 | 10,60 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 27.785 | 2,12 | 1.388 | 3,12 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 152.291 | 7.607 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 365.519 | 7,71 | 18.258 | 8,77 | ||||
| 2026-05-05 | 13F | PFG Advisors | 172.373 | 3.881,82 | 8.610 | 3.923,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 58.653 | 14,23 | 2.930 | 15,36 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 53.336 | 1,64 | 2.664 | 2,66 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2.092 | 75,06 | 104 | 76,27 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 152.291 | 13,72 | 7.607 | 14,84 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 218.070 | 11,24 | 10.893 | 12,35 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 58.725 | 3,07 | 2.933 | 4,12 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 52.425 | 3,97 | 2.619 | 4,97 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 258.409 | 68,43 | 12.908 | 70,10 | ||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 146.754 | 7.330 | ||||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 506.084 | 0,71 | 25.279 | 1,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 73.527 | 124,83 | 3.673 | 127,09 | ||||
| 2026-05-04 | 13F | Nwam Llc | 7.015 | 350 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 127.656 | 4,81 | 6.376 | 5,84 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.312.674 | 23,98 | 115.518 | 25,21 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 3.198 | 23,81 | 160 | 25,20 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 43.714 | 0,58 | 2.184 | 1,58 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 20.023 | 0,25 | 1.000 | 1,32 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 281.275 | 14.050 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 130.911 | 5.581,90 | 6.539 | 5.686,73 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 4.514 | 0,04 | 228 | 1,79 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 150.779 | 18,38 | 7.531 | 19,56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 166.479 | 3,29 | 8.316 | 4,30 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 45.423 | 0,81 | 2.269 | 1,80 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 10.905 | 70,66 | 545 | 72,15 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 | 0 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7.644 | 1,66 | 382 | 2,70 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16.639 | 44,16 | 831 | 45,79 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 84.371 | 5,31 | 4.214 | 6,36 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 14.948 | 2,82 | 747 | 3,76 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 34.783 | 13,31 | 1.737 | 14,43 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 21.433 | 13,90 | 1.071 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 10.513 | 10,73 | 525 | 11,94 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 7.969 | 39,37 | 398 | 41,13 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 27 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 91.285 | 230,54 | 4.560 | 233,99 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 5.637 | 8,11 | 282 | 9,34 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 15.507 | 83,49 | 775 | 85,61 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 41.401 | 228,01 | 2.068 | 231,41 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 17.390 | 1,16 | 869 | 2,12 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 13.990 | 7,63 | 699 | 8,72 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 17.855 | 7,31 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 9.790 | 489 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 8.156 | 96,39 | 407 | 98,54 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 126.491 | 4,93 | 6.318 | 5,97 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4.680 | 0,36 | 234 | 1,30 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 19.809 | 16,64 | 989 | 17,76 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 17.890 | 209,62 | 894 | 213,33 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 255.610 | 7,62 | 12.764 | 8,49 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 21.981 | 12,33 | 1.098 | 13,44 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 680.491 | 14,87 | 33.991 | 16,01 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 99.691 | 15,78 | 4.980 | 16,93 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 13.539 | 676 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 225 | 0 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 408.487 | 0,87 | 20.404 | 1,87 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.847.124 | 4,42 | 142.214 | 5,45 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 2.100 | 105 | ||||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 79.325 | 8,93 | 3.962 | 10,02 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4.180.880 | 279,69 | 208.834 | 283,46 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.277 | 64 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2.425.416 | 16,20 | 121.150 | 17,35 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 294.968 | 1,48 | 14.734 | 2,48 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 43.115 | 3,63 | 2.154 | 4,67 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 54.069 | 54,24 | 2.701 | 55,80 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 89 | 4 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 17.452 | 7,09 | 872 | 8,06 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 34.207 | 2,97 | 1.709 | 4,02 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 8.907 | 79,47 | 445 | 81,22 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 197.600 | 6,76 | 9.870 | 7,82 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 31.049 | 268,32 | 1.557 | 274,28 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 188.785 | 9,78 | 9.430 | 10,86 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 59.642 | 2.979 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 178.403 | 9,17 | 8.911 | 10,26 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 153 | 15,91 | 0 | |||||
| 2026-04-14 | 13F | Moller Financial Services | 783.398 | 10,34 | 39.131 | 11,44 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 29.716 | 3,21 | 1.484 | 4,21 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 339.452 | 31,47 | 16.956 | 32,77 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1.468.510 | 77,11 | 73.352 | 78,00 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 235.108 | 2,23 | 11.744 | 3,24 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 27.220 | 430,81 | 1.360 | 437,15 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 96.578 | 5,24 | 4.824 | 6,30 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 56.072 | 10,34 | 2.801 | 11,42 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 43.138 | 2.155 | ||||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 119.289 | 2,11 | 5.959 | 3,13 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 60.796 | 127,45 | 3.037 | 129,65 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 18.975 | 25,51 | 948 | 26,77 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 31.533 | 12,81 | 1.575 | 13,97 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 277 | 83,44 | 14 | 85,71 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 705.949 | 26,60 | 35.262 | 27,86 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.581 | 24,40 | 479 | 25,79 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 24.005 | 80,04 | 1.199 | 81,94 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 22.548 | 17,64 | 1.126 | 18,78 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 48.119 | 4,96 | 2.404 | 6,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 200 | 10 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 2.867 | 360,19 | 143 | 376,67 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 44.190 | 2,22 | 2.207 | 3,23 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.678.894 | 12,66 | 583.361 | 13,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.483 | 660,47 | 274 | 680,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.466.492 | 15,57 | 123.201 | 16,71 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 66.349 | 1,62 | 3.314 | 2,63 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 17.116 | 10,44 | 855 | 11,49 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 35.802 | 13,42 | 1.788 | 14,54 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 930.673 | 2,44 | 46.488 | 3,45 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 23.295 | 6,87 | 1.164 | 7,88 | ||||
| 2026-04-16 | 13F | Friday Financial | 126.167 | 3,40 | 6.302 | 4,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 34.660 | 452,88 | 1.731 | 458,39 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 47.048 | 3,47 | 2.350 | 4,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 127 | 6 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 61.323 | 6,84 | 3.063 | 7,93 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 304.473 | 27,20 | 15.208 | 28,46 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 291.639 | 8,50 | 14.567 | 9,58 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 75.747 | 29,73 | 3.784 | 31,04 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 19.345 | 10,37 | 966 | 11,55 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 24.707 | 18,07 | 1.235 | 19,32 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 1.487.047 | 25,62 | 74.278 | 26,87 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 23.832 | 1,25 | 1.190 | 2,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.903 | 445 | ||||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 89.742 | 6,95 | 4.483 | 8,00 | ||||
| 2026-04-13 | 13F | Trust Co | 197.088 | 1,41 | 9.845 | 2,41 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 23.600 | 1.179 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 238.754 | 9,71 | 11.926 | 10,80 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 45.132 | 16,13 | 2.254 | 17,27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 28.868 | 642,11 | 1.428 | 628,06 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 519 | 62,70 | 26 | 66,67 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 187.643 | 2,22 | 9.373 | 3,23 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 142.235 | 12,57 | 7.105 | 13,68 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.471.015 | 1,27 | 73.477 | 2,27 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 10.813 | 0,82 | 540 | 1,89 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 45.564 | 1,37 | 2.276 | 2,34 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 16.207 | 22,33 | 810 | 22,21 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 122.915 | 1.187,20 | 6.140 | 1.200,64 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 590.921 | 27,50 | 29.516 | 28,76 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 200.799 | 10.030 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 95.100 | 19,10 | 4.750 | 20,28 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 89.965 | 8,27 | 4.494 | 9,35 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.890.809 | 5,10 | 244.296 | 6,14 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 53.884 | 2.692 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 4.465 | 223 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 15.900 | 61,59 | 794 | 63,37 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 6.518 | 6,78 | 326 | 7,62 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 366.902 | 6,70 | 18.327 | 7,76 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 121.270 | 3,77 | 6.057 | 4,79 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 23.068 | 14,95 | 1.152 | 16,13 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32.627 | 152,47 | 1.630 | 154,93 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 50.544 | 2.525 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 129.252 | 3,22 | 6.456 | 4,25 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 75.145 | 12,99 | 3.753 | 14,11 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 326.784 | 6,36 | 16.356 | 7,50 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 66.773 | 19,26 | 3.335 | 20,44 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6.126 | 10,70 | 306 | 11,72 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 20.932 | 9,25 | 1.046 | 10,35 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 5.309 | 3,63 | 265 | 4,74 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 131.961 | 5,22 | 6.591 | 6,26 |
