Basisstatistiken
| Institutionelle Eigentümer | 2113 total, 2107 long only, 1 short only, 5 long/short - change of 0,05% MRQ |
| Durchschnittliche Portfolioallokation | 1.5155 % - change of -12,23% MRQ |
| Institutionelle Aktien (Long) | 1.225.675.673 (ex 13D/G) - change of 29,28MM shares 2,45% MRQ |
| Institutioneller Wert (Long) | $ 115.208.425 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares Core U.S. Aggregate Bond ETF (CL:AGG) hat 2113 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,225,675,673 Aktien. Die größten Aktionäre sind Jones Financial Companies Lllp, Raymond James Financial Inc, Bank Of America Corp /de/, Wells Fargo & Company/mn, BlackRock, Inc., Envestnet Asset Management Inc, Us Bancorp \de\, Mercer Global Advisors Inc /adv, Morgan Stanley, and Betterment LLC .
iShares Trust - iShares Core U.S. Aggregate Bond ETF (SNSE:AGG) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 700.628 | 5,64 | 69.551 | 4,99 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 41.675 | 29,85 | 4.137 | 29,08 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 627 | 62 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 72.576 | 7.219 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.421 | 0,65 | 340 | 0,00 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 12.336 | -0,43 | 1.225 | -1,05 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 57.618 | 13,77 | 5.720 | 13,07 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 499.119 | 51,78 | 49.548 | 50,86 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 14.819 | 102,03 | 1.476 | 101,50 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 166.332 | 841,32 | 16.460 | 829,94 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 890 | -29,81 | 89 | -30,71 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 49.820 | 29,13 | 4.946 | 28,34 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 71.625 | 3.323,76 | 7.110 | 3.318,27 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 33.378 | 20,00 | 3.313 | 19,26 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 52.666 | 12,37 | 5.228 | 11,69 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 1.745 | -38,36 | 173 | -38,65 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.450.953 | 2,06 | 243.306 | 1,44 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 2.346 | 0,00 | 233 | -0,85 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 10.321 | -0,15 | 1.025 | -0,78 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 24.786 | -3,85 | 2.461 | -4,43 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 30.146 | 14,21 | 2.993 | 13,51 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4.355 | 4,79 | 0 | |||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 2.168 | 217 | ||||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 124.444 | 5,11 | 12.354 | 4,47 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 240.099 | -8,91 | 23.835 | -9,47 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 3.683 | -29,21 | 366 | -29,67 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 13.973 | 1,36 | 1.387 | 0,80 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.655 | 0,00 | 164 | -0,61 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 36.604 | 14,17 | 3.634 | 13,46 | ||||
| 2026-04-20 | 13F | 25 Llc | 3.391 | 0,00 | 337 | -0,59 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 317 | 0,00 | 31 | 0,00 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 126.065 | 5,31 | 12.514 | 4,66 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 24.610 | 0,15 | 2.443 | -0,45 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 271.991 | 21,01 | 27.001 | 20,27 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 85.713 | 3,20 | 8.509 | 2,57 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 16.836 | 8,72 | 1.671 | 8,09 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 992.594 | 0,00 | 98.535 | -0,61 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 123.824 | -5,59 | 12.292 | -6,16 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 153 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.566 | 7,04 | 155 | 6,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.167.126 | 6,95 | 512.941 | 6,30 | ||||
| 2026-04-24 | 13F | Optas, LLC | 206.072 | 101,89 | 20.457 | 100,65 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 507.055 | -1,33 | 50.335 | -1,94 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 1.552 | 1,50 | 154 | 1,32 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 3.958 | -63,10 | 393 | -63,40 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 42.548.783 | -0,69 | 4.223.856 | -1,30 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 12.929 | 5,82 | 1.283 | 5,16 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 4.360 | -0,05 | 433 | -0,69 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4.371 | -23,09 | 434 | -23,63 | ||||
| 2026-04-20 | 13F | Kopp Family Office, LLC | 275.258 | 58,78 | 27.325 | 57,81 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 30.802 | 5,92 | 3.058 | 5,27 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 6.448 | 2,46 | 640 | 1,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 5.362 | 95,34 | 530 | 93,07 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 558.851 | -45,27 | 55.477 | -45,60 | ||||
| 2026-02-03 | 13F | Juniper Hill Capital Management, LP | 736.489 | 0,00 | 73.561 | -0,37 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 2.370 | -7,10 | 235 | -7,48 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 57.777 | -6,06 | 5.735 | -6,70 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.570.509 | 52,57 | 256.742 | 52,01 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 4.573 | -4,19 | 454 | -4,83 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 16.275 | 0,61 | 1.605 | -0,62 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 56.457 | -1,05 | 5.605 | -1,65 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2.082 | -1,79 | 207 | -2,37 | ||||
| 2026-04-06 | 13F | CX Institutional | 62.528 | -39,69 | 6 | -40,00 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 96.900 | 0,72 | 9.619 | 0,11 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 829.407 | 17,91 | 82.335 | 17,19 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 289.486 | 4,67 | 28.801 | 4,26 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 20.051 | 11,49 | 1.990 | 10,80 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.212 | 1,65 | 319 | 0,95 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 10.807 | -32,89 | 1.073 | -33,33 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5.258 | -5,99 | 522 | -6,63 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 32.479 | 4.776,73 | 3.224 | 4.784,85 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 43.954 | -1,51 | 4.363 | -2,11 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 119.882 | 2,73 | 11.901 | 2,10 | ||||
| 2026-05-14 | 13F | Westerkirk Capital Inc. | 132.700 | -35,70 | 13.173 | -36,09 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 647.425 | 367,18 | 64.160 | 363,54 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4.844 | -4,68 | 481 | -5,33 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.745 | -23,58 | 570 | -24,00 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 425.964 | 2,95 | 42.288 | 2,32 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 107.075 | -3,71 | 10.629 | -4,29 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 2.152 | -8,11 | 214 | -8,58 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 275.834 | 3,66 | 27.382 | 3,03 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 960 | 0,00 | 95 | 0,00 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 13.676 | -57,93 | 1 | -66,67 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.417.019 | -7,24 | 134.696 | -11,72 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 59.769 | -0,91 | 5.933 | -1,51 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 145.786 | -5,10 | 14.561 | -5,44 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 7.049 | 0,00 | 700 | -0,71 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 4.917 | 488 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.245.263 | 15,99 | 123.816 | 15,47 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 438.042 | -2,14 | 43.484 | -2,74 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 18.992 | -0,16 | 1.885 | -0,74 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 261.814 | -0,81 | 25.990 | -1,41 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 27.657 | 66,28 | 2.746 | 65,26 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 388.261 | -4,79 | 38.543 | -5,37 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 4.228 | 0,50 | 420 | -0,24 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 52.966 | 20,74 | 5.258 | 20,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 11.234 | -89,60 | 1.115 | -89,67 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 34.955 | 11,48 | 3.470 | 10,48 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 12.808 | 5,33 | 1.271 | 4,70 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8.521 | -19,52 | 844 | -20,40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 132.174.808 | -4,61 | 13.025.585 | -5,88 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 33.816 | 11,05 | 3.357 | 10,39 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 24.420 | -88,71 | 2.424 | -88,78 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 367 | -9,16 | 36 | -10,00 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 15.767 | 2,64 | 1.565 | 2,02 | ||||
| 2026-02-13 | 13F/A | Virtus ETF Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 5.670 | 563 | ||||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 14.334 | 13,43 | 1.423 | 12,68 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.359.041 | -13,19 | 134.912 | -13,72 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 204.508 | 10,26 | 20.302 | 9,59 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21.659 | -2,96 | 2.150 | -3,54 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 3.043 | -5,44 | 302 | -5,92 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.383 | -11,54 | 237 | -12,27 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 5.733.700 | -1,97 | 569.184 | -2,61 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 24.838 | -1,82 | 2.466 | -2,41 | ||||
| 2026-04-29 | 13F | Invested Advisors | 51.553 | -1,07 | 5.118 | -1,67 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.737 | 12,22 | 372 | 11,41 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 32.132 | 3.190 | ||||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 81.165 | -3,31 | 8.057 | -3,90 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 52.169 | -16,31 | 5.179 | -16,82 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 57.806 | 636,38 | 5.738 | 631,89 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 650 | 0,00 | 65 | 0,00 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 5.920.906 | -16,17 | 587.768 | -16,68 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 2.170 | 1,02 | 215 | 0,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 165.573 | 1.033,75 | 16.537 | 1.029,58 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.805 | 179 | ||||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 175.686 | 17.440 | ||||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 7.416 | 2,32 | 736 | 1,80 | ||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2.711 | 269 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 49.122 | 13,42 | 4.876 | 12,74 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 3.930 | 17.763,64 | 390 | 19.400,00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 2.430 | 0,00 | 241 | -0,41 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 1.331.097 | 3,03 | 132.138 | 2,40 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 4.966 | -10,60 | 493 | -11,01 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 31.050 | -46,90 | 3.082 | -47,23 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 65.353 | 6.488 | ||||||
| 2026-05-15 | 13F | Advisory Resource Group | 2.539 | 252 | ||||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 6.545 | 18,03 | 649 | 17,18 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 26.991 | -6,70 | 2.679 | -8,00 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Exchange Bank | 37.446 | 1,82 | 3.717 | 1,20 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 2.800 | -12,55 | 278 | -13,17 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 42.085 | 12,10 | 4.203 | 11,69 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 200 | 0,00 | 20 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.169.442 | 9,12 | 215.392 | 8,44 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 248.347 | 2,14 | 24.653 | 1,51 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 26.162 | -2,32 | 2.597 | -2,92 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 63.231 | 4,92 | 6.277 | 4,27 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 55.625 | 11,13 | 5.522 | 10,44 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 3.137 | 3,70 | 311 | 2,98 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 25.495 | 3,17 | 2.531 | 2,51 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 340 | -34,11 | 34 | -35,29 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 80.424 | 5,33 | 7.984 | 4,70 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 53.109 | 54,94 | 5.272 | 54,02 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 2.500 | -4,40 | 0 | |||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 14.634 | 4,46 | 1.453 | 3,79 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 835.021 | -3,37 | 82.893 | -3,96 | ||||
| 2026-05-15 | 13F | Amtrust Financial Services, Inc. | 98.560 | 0,00 | 9.784 | -0,61 | ||||
| 2026-05-01 | 13F | Ring Mountain Capital, LLC | 2.165 | 5,00 | 0 | |||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 17.792 | -1,02 | 1.766 | -1,62 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 9.518 | 945 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 11.143 | 0,64 | 1.106 | 0,09 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 6.226 | -2,43 | 618 | -2,98 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 201.135 | 12,72 | 19.967 | 12,04 | ||||
| 2026-04-24 | 13F | Essex LLC | 2.180 | 3,91 | 216 | 3,35 | ||||
| 2026-04-30 | 13F | Summa Corp. | 7.050 | 0,00 | 700 | -0,71 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 138.013 | -20,71 | 13.701 | -21,20 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 613 | 0,66 | 61 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.367.258 | 23,67 | 136.483 | 23,05 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.035 | -2,73 | 103 | -3,77 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 3.535 | 0,00 | 351 | -0,85 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 98.454 | 1.652,79 | 9.774 | 1.642,07 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 3.268 | 0,00 | 324 | -0,61 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 87.965 | -11,12 | 8.786 | -11,45 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 4.842 | -26,66 | 481 | -27,16 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 3.488 | 346 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 3.254 | -8,54 | 323 | -9,01 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 3.760 | -65,14 | 373 | -65,37 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 54.947 | 12,45 | 5.455 | 11,76 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 3.730 | -1,56 | 370 | -2,12 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 49.117 | -29,86 | 4.876 | -30,30 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 30.342 | 5,94 | 3.012 | 5,31 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 257.903 | 4.499,66 | 25.602 | 4.479,96 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.800 | -5,81 | 179 | -6,81 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 6.356 | -8,32 | 631 | -8,96 | ||||
| 2026-05-12 | 13F | ESG Planning | 3.792 | -27,50 | 376 | -27,97 | ||||
| 2026-02-06 | 13F | Payden & Rygel | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 210.908 | 2,11 | 20.937 | 1,49 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.635 | -38,03 | 262 | -38,44 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 3.251 | 0,06 | 323 | -0,62 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 130.850 | 6,19 | 12.990 | 5,53 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 12.596 | -10,58 | 1.247 | -11,13 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.533 | 20,10 | 251 | 19,52 | ||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 305.920 | 3,73 | 30.369 | 3,10 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 19.648 | 38,06 | 1.950 | 37,23 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.192 | 118 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 504.830 | 6,96 | 50.114 | 6,30 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 5.709 | 19,76 | 567 | 18,66 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 981 | 11,48 | 0 | |||||
| 2026-04-24 | 13F | Ledyard National Bank | 3.206 | -38,86 | 318 | -39,20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 2.390 | 6,84 | 237 | 6,28 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.400 | 3,00 | 238 | 2,59 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 3.388 | 336 | ||||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 13.650 | 0,76 | 1.355 | 0,15 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 99.128 | -34,60 | 9.840 | -35,00 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 289.943 | -83,41 | 28.783 | -83,52 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 9.200 | 0,00 | 913 | -0,54 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11.040 | -4,21 | 1.096 | -4,87 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.468.473 | 4,94 | 146 | 4,32 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 14.538 | -62,74 | 1 | -66,67 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 314 | 0,96 | 31 | 0,00 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15.995 | -1,54 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 31.466 | -33,98 | 3.124 | -34,39 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.900 | 9,94 | 486 | 9,21 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 1.322.000 | -38,94 | 131.235 | -39,31 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 221.227 | 6,45 | 21.961 | 5,81 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.518 | 37,83 | 449 | 37,00 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5.479 | 25,09 | 544 | 24,26 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 30.141 | 73,60 | 2.992 | 72,55 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 148.446 | 6,48 | 15 | 7,69 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 2.449 | 0,00 | 243 | -0,41 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 130.666 | -0,70 | 12.971 | -1,31 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4.004 | -7,85 | 397 | -8,31 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.381 | 0,00 | 236 | -0,84 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 11.842 | 0,00 | 1.176 | -0,59 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cpwa, Llc | 16.273 | 1.610 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8.889 | 18,41 | 882 | 17,76 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 86.706 | 3,23 | 8.607 | 2,60 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 1.532.631 | 2,00 | 152.144 | 1,37 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 301.214 | 13,65 | 29.902 | 12,95 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 14.889 | -4,46 | 1.481 | -4,82 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 82.645 | 3,06 | 8.204 | 2,43 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 4.552 | -56,80 | 452 | -57,13 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 101.350 | 110,71 | 10.061 | 109,41 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 275.691 | -5,50 | 27.304 | -6,29 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 482.175 | 7,56 | 47.866 | 6,90 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 445.933 | 5,92 | 44.268 | 5,27 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2.605 | 259 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 138.648 | 2,96 | 13.764 | 2,33 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.099 | 109 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 74.915 | 7,67 | 7.428 | 6,88 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 236.195 | -0,69 | 23.447 | -1,29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 119.036 | 102,26 | 11.817 | 101,02 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 9.051 | -4,69 | 899 | -5,27 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 61.437 | -22,72 | 6.105 | 87.100,00 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 4.048 | 102,81 | 404 | 102,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 3.331 | -0,74 | 331 | -1,49 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 82.248 | 6,44 | 8.165 | 5,79 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 2.631 | 0,00 | 261 | -0,38 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 2.895 | 288 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 191.712 | -4,90 | 19.031 | -5,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 293.531 | 1.022,10 | 29.129 | 1.019,49 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 33.451 | -20,51 | 3.321 | -21,01 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 142.093 | -4,04 | 14.106 | -4,63 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 861.289 | 21.618 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 44.936 | 6,07 | 4.461 | 5,41 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1.701 | 10,81 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 3.705 | 6,19 | 368 | 5,46 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 772.082 | 2,65 | 76.814 | 2,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 352.543 | 5,57 | 34.997 | 4,92 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 9.806 | 16,50 | 973 | 15,83 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 142.343 | -1,05 | 14.217 | -1,41 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26.378 | 3,82 | 2.619 | 3,19 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.940 | -3,00 | 193 | -3,52 | ||||
| 2026-04-22 | 13F | Vicus Capital | 390.805 | 0,73 | 38.795 | 0,12 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 221.474 | -15,08 | 21.986 | -15,60 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 203 | 0,00 | 20 | 0,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 864 | 0,00 | 86 | -1,16 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 31.583 | 1,04 | 3.135 | 0,42 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 135.175 | 0,08 | 13.389 | -0,53 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 11.069 | -0,06 | 1.099 | -0,72 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 70.105 | 50,37 | 6.944 | 46,53 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.776 | 1,80 | 673 | 1,20 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 404.787 | 8,93 | 40.183 | 8,27 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 250 | 0,00 | 25 | 0,00 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2.190 | 6,93 | 217 | 6,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 21.513 | 1,02 | 2.136 | 0,38 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.440 | 441 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 222.735 | 4,46 | 22.111 | 3,83 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 108.664 | -5,16 | 10.787 | -5,74 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.873 | 98,14 | 2.157 | 95,74 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.988 | -5,28 | 594 | -5,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 52.253 | -20,93 | 5.187 | -21,41 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | October Effect Ltd | 17.060 | 1,22 | 1.694 | 0,59 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 48.700 | 0,00 | 4.834 | -0,62 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 62.822 | -0,69 | 6.236 | -1,30 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 326 | 4,82 | 32 | 3,23 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 204.954 | 12,18 | 20.346 | 11,49 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 91.727 | 2,35 | 9.106 | 1,72 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6.905 | 27,61 | 687 | 27,04 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 8.779 | -3,91 | 871 | -4,50 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 47.350 | 6,21 | 4.700 | 5,57 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 55 | -99,53 | 5 | -99,57 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 3.679 | 0,00 | 365 | -0,54 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 274 | 15,13 | 27 | 17,39 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 12.658 | 33,38 | 1.257 | 32,63 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 75.146 | 2,35 | 7.460 | 1,72 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 4.469 | -10,17 | 444 | -10,69 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Finley Financial, LLC | 8.910 | 0,00 | 884 | -0,56 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1.027 | 1,48 | 102 | 0,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 29.070 | -2,74 | 2.886 | -3,35 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 44.039 | 6,30 | 4.372 | 5,66 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.562.047 | 234,57 | 46.999 | 5,43 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 5.911 | -31,70 | 587 | -32,18 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 92.816 | -16,29 | 9.268 | -16,31 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 205 | 20 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 977 | 13,87 | 97 | 12,94 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.728 | 119,76 | 2.355 | 118,46 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 604 | 0,00 | 60 | -1,67 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 483.702 | 6,80 | 48.017 | 6,15 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.914 | 15,91 | 1.580 | 15,17 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 34.099 | -10,20 | 3.385 | -10,73 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 1.386.722 | 7.187,41 | 518 | -72,74 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 83.582 | -9,04 | 8.297 | -9,60 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 475.327 | 1,23 | 47.186 | 0,61 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 26.017 | 11,93 | 2.583 | 11,25 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5.453 | 17,12 | 541 | 16,34 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 449.571 | 5,34 | 44.629 | 4,70 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.685.577 | 5,78 | 167.327 | 5,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.627.479 | -42,46 | 161.560 | -42,81 | ||||
| 2026-05-15 | 13F | Man Group plc | 90.349 | -73,30 | 8.969 | -73,47 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3.280 | 11,19 | 326 | 10,54 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.726 | 1,72 | 271 | 1,12 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 262.936 | -46,84 | 26.102 | -47,17 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 5.524 | -2,64 | 548 | -3,18 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 66.452 | -0,29 | 6.597 | -0,90 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 153.917 | 5,80 | 15.279 | 5,15 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 48.870 | 27,14 | 4.851 | 26,36 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 109.355 | 0,09 | 10.856 | -0,52 | ||||
| 2026-05-08 | 13F | Denali Advisors Llc | 26.053 | 15,45 | 2.586 | 14,78 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 3.720 | 0,00 | 369 | -0,54 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 2.026 | 0,00 | 201 | -0,50 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 2.435.318 | 1,05 | 241.754 | 0,43 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 375.696 | -1,53 | 37.295 | -2,13 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 7.581 | -85,94 | 753 | -86,04 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 39.858 | 1,83 | 3.957 | 1,20 | ||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 5.751 | 0,00 | 571 | -0,70 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2.805 | 0,00 | 278 | -0,71 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 3.630 | -36,88 | 360 | -37,39 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 21.769 | -1,22 | 2.161 | -1,82 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 200.698 | -64,61 | 19.923 | -64,82 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 191.117 | -8,64 | 18.972 | -9,19 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.503 | 0,56 | 447 | 0,00 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 96.833 | -0,34 | 9.613 | -0,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 1.000.000 | 99.270 | |||||
| 2026-05-05 | 13F | UBS Group AG | 10.984.271 | 16,76 | 1.090.409 | 16,05 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 478.375 | 4,36 | 47.488 | 3,37 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 14.389 | -1,37 | 1.428 | -1,99 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 4.407 | 2,11 | 437 | 1,39 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 8.937 | 8,31 | 887 | 7,65 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 445.648 | 74,31 | 44.240 | 73,25 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 2.196 | -60,98 | 218 | -61,39 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 369.979 | 4,86 | 36.728 | 4,22 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 3.987 | 393 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 58.156 | 15,91 | 5.773 | 15,21 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 104.972 | -16,13 | 10.421 | -16,64 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.977 | 114,67 | 792 | 113,21 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 143.355 | -13,13 | 14.231 | -13,66 | ||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 7.561 | 0,83 | 751 | 0,13 | ||||
| 2026-05-11 | 13F | Commerce Bank | 186.115 | 27,10 | 18.476 | 26,32 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 694.750 | -16,05 | 68.968 | -16,56 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.302 | -45,01 | 228 | -45,45 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 5.252 | 0,00 | 521 | -0,57 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 8.508 | -20,31 | 845 | -20,83 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 251.490 | 8,03 | 25.119 | 7,63 | ||||
| 2026-05-11 | 13F | United Bank | 343.098 | 7,82 | 34.059 | 7,16 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 174.670 | 0,47 | 17.340 | -0,14 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 718.647 | -0,07 | 71.340 | -0,68 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 30.365 | -1,32 | 3.014 | -1,92 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 11.279 | -0,44 | 1.120 | -1,06 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 827.495 | 10,26 | 82 | 10,81 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 20.062 | 601,22 | 1.992 | 598,60 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.579 | 0,00 | 358 | 0,00 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20.521 | 1,39 | 2.037 | 0,79 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 10.111 | 120,43 | 1.004 | 119,00 | ||||
| 2026-01-16 | 13F | Surience Private Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 13.474 | 1.338 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11.751 | 10,68 | 1.167 | 10,00 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Granite FO LLC | 903 | 0,00 | 90 | -1,11 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 6.226 | -10,47 | 618 | -10,95 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 473 | 47 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 590.558 | -53,35 | 58.625 | -53,63 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 121.691 | -7,25 | 12.080 | -7,81 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 970 | -54,25 | 96 | -54,50 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.434 | 0,00 | 142 | -0,70 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 85.947 | 2,44 | 8.532 | 1,80 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 5.912 | 4,47 | 587 | 3,72 | ||||
| 2026-04-16 | 13F | Mastercard Foundation Asset Management Corp | 4.125.631 | 0,00 | 409.551 | -0,61 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5.522 | -1,41 | 1 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 8.333 | -5,85 | 827 | -6,45 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 398.229 | 2,42 | 39.532 | 1,80 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 437.958 | 2,96 | 43.476 | 2,33 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 4.000 | -20,00 | 397 | -20,44 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 140.193 | -1,26 | 13.917 | -1,87 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 24.150 | 45,05 | 2.397 | 44,14 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 11.603 | 229,91 | 1.152 | 227,92 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2.149 | 0,00 | 213 | -0,47 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 50.422 | 10,28 | 5.005 | 9,61 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2.500 | 248 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3.291 | 0,95 | 327 | 0,31 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 54.268 | -19,03 | 5.387 | -19,52 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 47.642 | 1,79 | 4.729 | 1,18 | ||||
| 2026-02-06 | 13F | Radnor Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.576 | -1,81 | 17.231 | -2,41 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 972.104 | 8,29 | 96.501 | 7,63 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 5.215 | 78,90 | 518 | 77,66 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 106.589 | -0,36 | 10.581 | -0,96 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 9.068 | -8,87 | 900 | -9,37 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 73.243 | -73,56 | 7.271 | -73,72 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 33.739 | 5,18 | 3.349 | 4,56 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 11.559 | -25,34 | 1.147 | -25,81 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 226 | 22 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 6.688 | 22,49 | 666 | 21,76 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 3.168 | 0,00 | 314 | -0,63 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 29.545 | -59,25 | 2.933 | -59,51 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 4.169 | -44,58 | 414 | -45,01 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.288 | 9,43 | 129 | 8,47 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 2.370 | -2,07 | 235 | -2,49 | ||||
| 2026-05-12 | 13F | Ames National Corp | 123.843 | 8,77 | 12.294 | 8,10 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 10.578 | 42,73 | 1.050 | 41,89 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 9.689 | -19,19 | 962 | -19,72 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.458 | 0,00 | 641 | -0,62 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 4.441 | 441 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 146.544 | 2,16 | 14.547 | 1,54 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 212.282 | 4,37 | 21.073 | 3,74 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 9.304 | 1,20 | 924 | 0,54 | ||||
| 2026-05-07 | 13F | First National Trust Co | 21.430 | -1,79 | 2.127 | -2,39 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 5.428 | -17,55 | 538 | -18,26 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 18.851 | 19,14 | 1.871 | 18,42 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1.042.908 | -11,73 | 103.529 | -12,27 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 15.024 | 1 | ||||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.110 | 0,00 | 110 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 24.533 | 100,06 | 2.435 | 98,94 | ||||
| 2026-05-14 | 13F | Metropolitan Life Insurance Co/ny | 847.733 | 1,80 | 84.154 | 1,18 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 17.183 | -2,68 | 1.706 | -3,29 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 122.049 | 1,77 | 12.178 | 1,67 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 198.947 | 19.749 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 63.695.880 | 4,78 | 6.323.090 | 4,14 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 430.257 | 6,73 | 42.712 | 6,08 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 2.977 | -0,47 | 295 | -1,34 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 25.721 | 21,04 | 2.553 | 20,31 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 3.025 | 0,00 | 300 | -0,66 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.436 | 0,00 | 143 | -0,70 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 310 | 0,00 | 31 | 0,00 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 703 | 0,00 | 70 | -1,43 | ||||
| 2026-05-13 | 13F | Bowie Capital Management, LLC | 18.000 | 80,00 | 1.787 | 78,96 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 32.562 | -24,10 | 3.232 | -24,56 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 154.551 | -2,51 | 15.342 | -3,11 | ||||
| 2026-05-15 | 13F | EFG International AG | 33.116 | -14,10 | 3.287 | -14,62 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4.144 | 63,41 | 409 | 61,66 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 179.748 | 5,24 | 17.844 | 4,60 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 32.799 | -40,09 | 3.256 | -40,46 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 6.603 | 655 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 4.668 | 13,30 | 463 | 12,65 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 844.140 | 6,78 | 83.798 | 6,13 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.365 | -35,00 | 136 | -35,41 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.681 | 0,00 | 167 | -0,60 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 14.762 | -13,01 | 1.465 | -13,52 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 14.918 | 3,11 | 1.490 | 2,76 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 8.046 | 0,00 | 799 | -0,62 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 20.693 | -3,20 | 2.054 | -3,79 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 67.311 | 10,70 | 6.682 | 10,01 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.736 | -10,27 | 3.448 | -10,81 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2.120 | 0,09 | 210 | -0,47 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2.373 | -5,04 | 236 | -5,62 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 927.461 | 2,57 | 92.069 | 1,94 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 51.741 | 20,72 | 5.136 | 19,55 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 302 | 0,00 | 30 | -3,33 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 536.266 | 13,48 | 53.235 | 12,79 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 31.885 | -17,72 | 3.165 | -18,22 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 15.862 | -2,46 | 1.575 | -3,08 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 6.014 | 0,00 | 597 | -0,67 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 20.074 | 27,79 | 1.993 | 27,04 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.107 | -87,19 | 110 | -87,37 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 38.280 | 6,09 | 3.800 | 5,47 | ||||
| 2026-05-11 | 13F | Boston Partners | 456.804 | 45.347 | -1,43 | |||||
| 2026-05-06 | 13F | CNB Bank | 1.574 | -4,43 | 156 | -4,88 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 3.448 | -97,68 | 342 | -97,70 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 6.346 | 0,00 | 630 | -0,63 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 21.247 | 0,12 | 2.109 | -0,47 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 105.110 | 108,54 | 10.434 | 107,27 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 49.904 | 36,23 | 4.954 | 35,43 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 2.892 | 0,00 | 287 | -0,35 | ||||
| 2026-04-24 | 13F | United Community Bank | 32.014 | 3.178 | ||||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 28.676 | 1,43 | 2.847 | 0,81 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 94.740 | 26,70 | 9.405 | 25,92 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 36.415 | 5,50 | 3.615 | 4,84 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 164 | 16 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 409.600 | 486,69 | 40.659 | 481,01 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 356.969 | -2,99 | 35.436 | -3,58 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 272.548 | 2,82 | 27.056 | 2,19 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 71.306 | -1,48 | 7.079 | -2,08 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 4.506 | -0,42 | 447 | -0,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 234.392 | 224,93 | 23.268 | 222,94 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 30.759 | -16,17 | 3.053 | -16,68 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 20.394 | -18,98 | 2.025 | -19,49 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 712.423 | 7,27 | 70.722 | 6,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 17.712 | 148,62 | 2 | |||||
| 2026-05-18 | 13F | IFS Group,LLC | 28.059 | 11,25 | 2.785 | 10,25 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 7.827 | 9,71 | 777 | 8,99 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.491 | -12,99 | 247 | -13,33 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 184.204 | 15,29 | 18.286 | 14,58 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 10.757 | 6,30 | 1.068 | 5,64 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 9.601 | -4,02 | 953 | -4,60 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 293 | 0,69 | 29 | 0,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 25.002 | 4,86 | 2.482 | 4,20 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 212 | 21 | ||||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 4.234 | 10,26 | 0 | |||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 6.251 | -0,90 | 621 | -1,59 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20.371 | 2.022 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 357.684 | 17,24 | 35.507 | 16,53 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3.164 | 22,59 | 314 | 22,18 | ||||
| 2026-02-10 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 103.877 | -0,94 | 10.312 | -1,56 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 8.318 | 0,00 | 826 | -0,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 55.209 | -7,19 | 5.481 | -7,76 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 6.204 | 4,32 | 616 | 3,54 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 57.992 | 150,88 | 5.757 | 149,39 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 366.258 | -1,02 | 36.358 | -1,62 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 71.640 | 3,11 | 7.112 | 2,48 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 7 | 1 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 115.964 | 2,68 | 11.512 | 2,05 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 68.300 | 149,04 | 6.780 | 147,54 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.090 | -1,84 | 307 | -2,55 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.045.805 | 0,08 | 103.817 | -0,53 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.005 | 1,91 | 497 | 1,22 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 237.820 | 100,00 | 23.844 | 100,01 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 9.340 | 0,00 | 927 | -0,54 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 36.863 | 3,63 | 3.659 | 3,01 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 180.542 | 3,17 | 17.922 | 2,55 | ||||
| 2026-05-14 | 13F | First Washington CORP | 40.935 | -86,25 | 4.064 | -86,34 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 54.592 | -77,50 | 5.419 | -77,64 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.030.946 | 3,20 | 102.971 | 2,82 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.576 | 256 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 697.954 | -3,08 | 69.286 | -3,67 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 63.628 | -9,83 | 6.321 | -10,34 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 25.006 | 3,19 | 2.482 | 2,56 | ||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 12.390 | 0,00 | 1.230 | -0,65 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 15.085 | 330,88 | 1.507 | 330,29 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.868 | 2,95 | 384 | 2,13 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 83.241 | -0,25 | 8.263 | -0,85 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 3.509 | 348 | ||||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 9.173 | 2,76 | 911 | 2,13 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 187.719 | 10,43 | 18.635 | 9,62 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2.849 | -61,12 | 283 | -61,42 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 449.359 | -0,19 | 44.608 | -0,80 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 10.728 | 4,05 | 1.065 | 3,50 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 4.315 | 5,17 | 428 | 4,65 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3.869 | 0,00 | 384 | -0,52 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 38.054 | 3,85 | 3.778 | 3,20 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 926.085 | 1,74 | 91.932 | 1,12 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.692 | -49,33 | 267 | -49,62 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 24.482 | 27,84 | 2.430 | 27,09 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 209.983 | 22,03 | 21 | 17,65 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 2.634 | -72,79 | 261 | -72,98 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.545 | 50,84 | 650 | 49,88 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 258.958 | 53,32 | 25.707 | 52,38 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 2.309 | 0,00 | 229 | -0,43 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 7.422 | 6,85 | 737 | 6,20 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 193.951 | 4,55 | 19.254 | 3,91 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 28.856 | 2.865 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 241.793 | 5,26 | 24.003 | 4,61 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3.390 | 6,91 | 337 | 6,33 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 135.580 | 3,78 | 13.459 | 3,15 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 26.557 | -43,56 | 2.666 | -43,26 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.874 | -71,91 | 285 | -72,17 | ||||
| 2026-05-08 | 13F | Dale Q Rice Investment Management Ltd | 4.728 | 0,00 | 469 | -0,64 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 119.223 | -0,75 | 11.835 | -1,35 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 367.543 | 5,83 | 36.486 | 5,19 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4.817 | 107,45 | 478 | 106,93 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 4.280 | -76,99 | 424 | -77,28 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 400 | 43,88 | 40 | 44,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.487.961 | 9,34 | 1.335.848 | 8,42 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.530 | 598,63 | 152 | 619,05 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 3.165 | 315 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 14.925.651 | -23,93 | 1.470.767 | -25,06 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.880.132 | -19,01 | 186.641 | -19,50 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 45.254 | 1,81 | 4.492 | 1,19 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 2.181 | -2,98 | 216 | 2,37 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 2.500 | 0,00 | 250 | -0,40 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 28.408 | 15,88 | 2.820 | 15,20 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 69.862 | -6,09 | 6.935 | -6,66 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.514 | -43,51 | 150 | -43,82 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 402 | 1,26 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 125.533 | 2.207,17 | 12.462 | 2.194,84 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 35.576 | 40,86 | 3.532 | 40,05 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 9.341 | 36,49 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 317.809 | -2,88 | 31.743 | -3,24 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 40.758 | 4,66 | 4.046 | 4,04 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.015 | 30,75 | 299 | 30,00 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 2.100 | 0,00 | 208 | -0,48 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1.769 | 0,00 | 176 | -0,57 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 77.915 | 676,97 | 7.735 | 672,63 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 3.719 | -11,24 | 369 | -11,72 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 420 | -4,55 | 42 | -4,65 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 1.426 | 0,00 | 142 | -0,70 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 91.773 | 9.110 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.537 | -2,81 | 649 | -3,43 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 111.707 | 5,13 | 11.089 | 4,49 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 28.450 | 40,29 | 2.824 | 39,46 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 27.169 | -84,33 | 2.697 | -84,43 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 69.660.482 | 29,63 | 6.915.196 | 28,84 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 65.123 | 3,43 | 6.465 | 2,80 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 130.881 | 64,19 | 12.993 | 63,20 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 11.429 | 33,13 | 1.135 | 32,32 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 28.250 | 152,89 | 2.804 | 151,48 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 193.277 | 101,51 | 19.187 | 100,27 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 360.480 | 0,85 | 35.785 | 0,24 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 695.423 | 0,62 | 69.035 | 0,01 | ||||
| 2026-04-21 | 13F | Ackerman Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 225 | -4,26 | 23 | -4,35 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 245.160 | 323,43 | 24.337 | 320,91 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 6 | -14,29 | 1 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 1.085.741 | -0,30 | 107.782 | -0,91 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 142.709 | -1,08 | 14.167 | -1,69 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 79 | -77,49 | ||||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 3.543 | 0,00 | 352 | -0,57 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 239 | 61,49 | 24 | 64,29 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 6.179 | 0,00 | 613 | -0,65 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 800 | 22,14 | 79 | 21,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 927 | 21,02 | 92 | 21,05 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 8.801 | -2,68 | 874 | -3,32 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 3.351 | 33,77 | 332 | 32,40 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2.423 | 0,00 | 241 | -0,83 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2.252 | 0,04 | 224 | -0,45 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 575.869 | 0,08 | 57.167 | -0,53 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.055 | 0,29 | 204 | |||||
| 2026-04-30 | 13F | LRI Investments, LLC | 176 | 0,00 | 17 | 0,00 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 59.497 | -20,80 | 5.906 | -21,28 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 39.356 | 115,92 | 3.730 | 104,89 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 2.520 | 250 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 62.212 | 64,33 | 6.176 | 63,32 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 299.111 | 10,12 | 29.693 | 9,44 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 140.960 | 11,07 | 13.993 | 10,39 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 112.421 | 0,75 | 11.160 | 0,14 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13.181 | -12,47 | 1.308 | -12,97 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 3.419 | 65,57 | 339 | 64,56 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.085.333 | 2,01 | 901.901 | 1,38 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 119.722 | 4,44 | 11.885 | 3,81 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3.449 | 0,00 | 342 | -0,58 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.276 | -26,52 | 1.020 | -26,93 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 2.379 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 53.432.808 | -1,44 | 5.304.275 | -2,04 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 64.790 | -53,82 | 6.432 | -54,10 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 4.726 | -21,48 | 472 | -21,72 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 174.604 | 2,60 | 17.333 | 1,97 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 237 | -5,58 | 24 | -8,00 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 304.761 | 3,10 | 30.254 | 2,47 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 4.197 | -1,08 | 417 | -1,65 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 3.436 | -17,56 | 341 | -18,03 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 70 | 34,62 | 7 | 20,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 55.735 | 3,42 | 5.533 | 2,79 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 5.724.306 | 4,27 | 568.252 | 3,63 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 53.523 | 4,33 | 5.313 | 3,71 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 40 | -64,29 | 4 | -72,73 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 11.639 | 0,44 | 1.155 | -0,17 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10.336.251 | 4,57 | 1.026.080 | 3,93 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 846.258 | 4,56 | 84 | 5,00 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 104.926 | 2,04 | 10.416 | 0,09 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 9.001 | 98,92 | 894 | 97,57 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 2.037 | -1,88 | 202 | -2,42 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 347.987 | 1,55 | 34.545 | 0,94 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 9.478 | 10,29 | 941 | 9,56 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 542.198 | -4,81 | 53.824 | -5,39 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 324.807 | -12,44 | 32.244 | -12,98 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 186 | -43,81 | 18 | -45,45 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 621.215 | 3,58 | 61.668 | 2,63 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 433.617 | -1,95 | 43.045 | -2,55 | ||||
| 2026-04-13 | 13F | Trust Co | 665.295 | 1,55 | 66.044 | 0,93 | ||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 26.051 | 0,59 | 2.586 | 0,00 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3.620 | 0,00 | 359 | -0,55 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 3.724 | 40,37 | 368 | 39,39 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 1.789.175 | -6,65 | 177.611 | -7,22 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 34.561 | 1,10 | 3.431 | 0,47 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 99.329 | -3,05 | 9.860 | -3,64 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 3.992 | -37,24 | 396 | -37,64 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 87.415 | -2,15 | 8.678 | -2,75 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 273.029 | 0,25 | 27.104 | -0,36 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 6.694 | 665 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 161.784 | 8,37 | 16.060 | 7,71 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 8.761 | -49,29 | 870 | -49,62 | ||||
| 2026-05-15 | 13F | Teucrium Investment Advisors, LLC | 92.155 | 286,62 | 9.119 | 283,15 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 2.644 | 0,00 | 263 | -0,76 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 263.176 | 3,74 | 26.125 | 3,11 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 2.298 | -73,55 | 228 | -73,70 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.275.623 | 0,49 | 126.631 | -0,13 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 3.905.414 | -14,97 | 387.690 | -15,48 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 2.862.201 | -40,37 | 285.877 | -40,37 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 1.525.036 | 3,05 | 151.390 | 2,42 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 158 | 532,00 | 16 | 650,00 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.226 | 0,11 | 519 | -0,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 607.761 | 65,52 | 60.332 | 64,51 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2.215 | -2,29 | 220 | -3,10 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 6.779 | 0,43 | 673 | -0,30 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 0 | -100,00 | 0 |
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