AGG - iShares Trust - iShares Core U.S. Aggregate Bond ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

iShares Trust - iShares Core U.S. Aggregate Bond ETF
CL ˙ SNSE ˙ US4642872265
Basisstatistiken
Institutionelle Eigentümer 2113 total, 2107 long only, 1 short only, 5 long/short - change of -0,09% MRQ
Durchschnittliche Portfolioallokation 1.5156 % - change of -12,29% MRQ
Institutionelle Aktien (Long) 1.225.675.673 (ex 13D/G) - change of 29,18MM shares 2,44% 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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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
2026-04-15 13F Mainsail Financial Group, LLC 16.596 23,14 1.647 22,36
2026-05-14 13F Beaird Harris Wealth Management, LLC 988 -38,02 98 -38,36
2026-01-15 13F Dock Street Asset Management Inc 0 -100,00 0
2026-04-27 13F Meramec Financial Planners, LLC 272 2,26 27 3,85
2026-04-21 13F Pinnacle Associates Ltd 20.960 -0,39 2.081 -1,00
2026-05-19 13F Sonoma Allocations LLC 76.419 -25,99 7.579 -26,39
2026-05-21 13F Essential Partners LLC 2.500 248
2026-05-04 13F Objective Capital Management, LLC 16.598 11,28 1.648 10,61
2026-05-11 13F Emerald Investment Advisers, LLC 14.943 1.483
2026-05-12 13F Stephenson & Company, Inc. 3.422 0,00 340 -0,59
2026-05-13 13F Principal Securities, Inc. 1.357.568 -2,20 134.766 -2,80
2026-04-09 13F Park Place Capital Corp 45.661 -1,59 4.533 -2,20
2026-04-13 13F Bnc Wealth Management, Llc 2.853 -6,12 283 -6,60
2026-05-04 13F Savant Capital, LLC 128.629 149,94 12.769 148,40
2026-05-15 13F Smartleaf Asset Management LLC 551.062 25,36 54.577 24,01
2026-05-21 13F Verus Capital Partners, Llc 3.553 -47,40 353 -47,77
2026-04-17 13F Union Savings Bank 3.466 0,29 344 -0,29
2026-05-06 13F Gray Private Wealth, LLC 4.586 -1,12 455 -1,73
2026-04-21 13F Financial Architects, LLC 3.180 5,82 316 5,00
2026-05-11 13F Chilton Capital Management Llc 2.570 0,00 255 -0,39
2026-05-19 13F McIlrath & Eck, LLC 2.484 -0,72 247 -1,20
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-02-10 13F Vantus Wealth LLC 3.683 368
2026-04-28 13F Quent Capital, LLC 114 0,00 11 0,00
2026-04-14 13F Vestia Personal Wealth Advisors 2.188 217
2026-04-22 13F AtlasMark Financial, Inc 43.214 0,00 4.316 0,00
2026-04-15 13F Braun-Bostich & Associates Inc. 2.772 4,41 275 3,77
2026-05-14 13F We Are One Seven, LLC 117.606 -31,40 11.675 -31,82
2026-05-08 13F Financial Strategies Group, Inc. 35.932 2,48 3.573 1,91
2026-05-07 13F MidAtlantic Capital Management, Inc. 4.773 10,97 474 10,26
2026-05-15 13F Transamerica Financial Advisors, Inc. 23.864 -2,96 2.369 -3,54
2026-04-01 13F GP Brinson Investments LLC 280.650 0,00 27.860 -0,61
2026-05-14 13F Retirement Capital Strategies 193.786 4,24 19.237 3,61
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 735 -10,37 73 -11,11
2026-05-14 13F Neuberger Berman Group LLC 64.610 -8,85 6.414 -9,42
2026-05-19 13F/A Eley Financial Management, Inc 266.209 2,16 26.427 1,53
2026-04-21 13F Highland Financial Advisors, LLC 0 -100,00 0
2026-05-13 13F Caitlin John, LLC 613 15,23 61 13,21
2026-05-15 13F Wick Capital Partners, LLC 0 -100,00 0
2026-05-11 13F Sittner & Nelson, Llc 117 0,00 12 0,00
2026-05-14 13F Cwm, Llc 635.151 -11,72 63.051 88.704,23
2026-04-30 13F Verdence Capital Advisors LLC 370.199 11,41 36.750 10,73
2026-05-14 13F Vident Advisory, LLC 13.228 1.313
2026-04-23 13F Caliber Wealth Management, LLC / KS 304.322 12,59 30.210 11,90
2026-05-13 13F Trajan Wealth LLC 1.311.668 2,68 130.209 2,05
2026-04-17 13F United Advisor Group, LLC 46.115 1,62 4.578 0,99
2026-04-20 13F Contravisory Investment Management, Inc. 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 41.755 -17,73 4.145 -18,23
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3.773 -44,81 375 -45,16
2026-01-30 13F Caldwell Securities, Inc 1.429 0,00 143 -0,70
2026-05-14 13F Venture Visionary Partners LLC 15.729 4,15 1.561 3,51
2026-04-30 13F Selective Wealth Management, Inc. 5.152 510
2026-05-13 13F Lloyd Advisory Services, LLC. 10.129 1.006
2026-04-21 13F Forteris Wealth Management Inc. 39.790 5,55 3.950 4,89
2026-04-17 13F First Citizens Asset Management, Inc. 308.839 4,10 30.658 3,47
2026-04-08 13F Asempa Wealth Advisors 0 -100,00 0
2026-05-15 13F Evelyn Partners Investment Management LLP 200 0,00 20 0,00
2026-04-16 13F Arizona PSPRS Trust 0 -100,00 0 -100,00
2026-05-13 13F Measured Wealth Private Client Group, LLC 28.181 -2,89 2.798 -3,49
2026-04-13 13F IFP Advisors, Inc 107.181 4,40 10.640 3,76
2026-05-06 13F Heartland Bank & Trust Co 4.655 462
2026-05-11 13F Per Stirling Capital Management, LLC. 10.820 0,71 1.074 0,09
2026-04-02 13F Hilltop National Bank 220 0,00 22 0,00
2026-04-30 13F Yukon Wealth Management, Inc. 11.414 0,00 1.133 -0,35
2026-05-12 13F WCG Wealth Advisors LLC 82.507 -34,62 8.190 -35,02
2026-04-07 13F CoreCap Advisors, LLC 9.441 -4,92 937 -5,45
2026-04-27 13F Pensionmark Financial Group, Llc 263.360 -9,86 26.144 -10,41
2026-04-23 13F Accurate Wealth Management, LLC 92.880 10,40 9.225 9,47
2026-05-19 13F Front Row Advisors LLC 27 0,00 3 0,00
2026-04-14 13F Act Wealth Management, Llc 91.731 4,37 9.106 3,74
2026-05-12 13F Leading Edge Financial Planning LLC 2.293 228
2026-05-01 13F Associated Banc-corp 6.147 6,35 610 5,72
2026-05-13 13F First Citizens Bank & Trust Co 1.875.166 170,94 186.148 169,29
2026-04-16 13F Arizona PSPRS Trust Put 11.407.472 1.132.420
2026-05-12 13F Mission Financial Group, LLC 3.037 -10,44 301 -10,95
2026-04-16 13F BridgePort Financial Solutions, LLC 10.146 5,72 1.007 5,11
2026-05-05 13F Crestwood Advisors Group LLC 1.139.242 7,71 113.092 7,05
2026-04-08 13F Brady Family Wealth, Llc 7.971 0,00 791 -0,63
2026-04-09 13F Diversified Management Inc 2.095 0,72 208 0,00
2026-04-09 13F Veracity Capital LLC 7.755 4,75 770 4,06
2026-05-12 13F Ellis Investment Partners, LLC 10.406 1,76 1.033 1,18
2026-04-24 13F RKL Wealth Management LLC 64.426 -3,32 6.396 -3,91
2026-05-08 13F HORAN Wealth, LLC 11.578 1.156
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-05-08 13F Reicon Wealth Advisors, Llc 18.152 3,10 1.802 2,45
2026-05-12 13F Tiaa Trust, National Association 297.890 -96,52 29.572 -96,54
2026-04-10 13F Naviter Wealth, LLC 0 -100,00 0
2026-04-10 13F Putney Financial Group LLC 3.549 -26,78 352 -27,27
2026-04-10 13F PFW Advisors LLC 0 -100,00 0
2026-04-27 13F HTG Investment Advisors, Inc. 129.859 8,17 12.891 7,51
2026-02-04 13F Timonier Family Office, LTD. 110.467 6,48 11.033 6,09
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-17 13F Andina Capital Management, LLC 78.574 -23,61 7.800 -24,07
2026-05-14 13F Potomac Fund Management Inc /adv 9.843 8,16 977 7,60
2026-04-28 13F Townsend Financial Planning, LLC 124.398 5,91 12.349 5,27
2026-04-22 13F Horizon Bancorp Inc /in/ 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.094 -22,88 307 -23,44
2026-05-06 13F Ascent Wealth Partners, LLC 26.510 13,18 2.632 12,48
2026-05-06 13F Gryphon Financial Partners LLC 35.716 8,56 3.546 7,88
2026-05-06 13F Alteri Wealth LLC 14.057 26,16 1.395 25,45
2026-05-08 13F Buck Wealth Strategies, LLC 406.755 10,41 40.379 9,73
2026-05-28 13F Lavelle Capital Lp 13.487 1.339
2026-05-04 13F Sfam, Llc 136.727 6,11 13.573 5,46
2026-05-04 13F Carrera Capital Advisors 18.439 -0,35 1.830 -0,97
2026-04-16 13F Uhlmann Price Securities, Llc 24.927 2.462
2026-05-13 13F Hirtle Callaghan & Co LLC 9.768 -0,61
2026-05-15 13F DV Trading LLC 17.640 60,17 1.751 59,33
2026-05-14 13F Betterment LLC 23.905.376 -8,95 2.373 -9,50
2026-05-14 13F Synergy Financial Group, LTD 4.150 412
2026-05-11 13F Knuff & Co LLC 450 -40,79 45 -41,33
2026-05-04 13F WP Advisors, LLC 2.664 264
2026-05-05 13F Midwest Professional Planners, LTD. 63.598 4,47 6.313 3,83
2026-04-17 13F Legacy Wealth Partners, LLC 481.289 -4,29 47.778 -4,87
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 9.829 -4,38 976 -4,97
2026-04-16 13F Brookstone Capital Management 940.878 -2,94 93.401 -3,53
2026-04-21 13F Unique Wealth, Llc 335.535 1,01 33.309 0,40
2026-04-30 13F KLCM Advisors, Inc. 3.540 5,36 351 4,78
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5.697 3,00 564 1,99
2026-05-11 13F Beacon Capital Management, LLC 5.572 42,03 553 41,43
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 167.914 1,19 16.669 0,57
2026-04-21 13F Old National Bancorp /in/ 754.871 1,40 74.936 0,78
2026-05-01 13F Rossmore Private Capital 2.332 14,76 231 14,36
2026-04-17 13F AdvisorNet Financial, Inc 338.179 1,99 33.571 1,37
2026-05-11 13F HBK Sorce Advisory LLC 17.731 -0,37 1.759 -1,35
2026-04-23 13F Vista Investment Partners Ii, Llc 38.395 7,84 3.811 7,17
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-01 13F Sachetta, LLC 165 16
2026-05-14 13F Empower Advisory Group, LLC 54.456 -0,55 5.406 -1,17
2026-04-29 13F Cary Street Partner Investment Advisory Llc 4.897 39,91 486 39,26
2026-05-15 13F Blue Chip Partners, Inc. 108.098 -2,94 10.731 -3,53
2026-02-24 13F Astoria Portfolio Advisors LLC. 0 -100,00 0 -100,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 52.044 -2,70 5.166 -3,29
2026-05-07 13F Mullooly Asset Management, Inc. 146.767 1,58 14.569 0,96
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 28.365 -18,94 2.816 -19,46
2026-04-30 13F Hsbc Holdings Plc 1.151.847 0,27 114.344 -0,34
2026-04-30 13F Hyposwiss Advisors SA 100 0,00 10 0,00
2026-04-23 13F Harbor Investment Advisory, Llc 90 -71,15 9 -74,19
2026-04-28 13F Robertson Stephens Wealth Management, LLC 662.299 15,66 65.746 14,95
2026-04-29 13F Nilsine Partners, LLC 0 -100,00 0
2026-05-05 13F GuidedMoney, LLC 48.718 27,13 4.836 26,37
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 253 -83,08 0
2026-05-15 13F NorthRock Partners, LLC 309.931 2,04 30.767 1,42
2026-05-11 13F Sage Mountain Advisors LLC 12.325 5,55 1.224 4,89
2026-04-30 13F Kestra Advisory Services, LLC 609.012 13,00 60.457 12,31
2026-04-17 13F CENTRAL TRUST Co 45.944 27,93 4.561 27,16
2026-02-17 13F Imprint Wealth LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 547 101,10 54 100,00
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-05 13F Aventura Private Wealth, LLC 186 0,00 18 0,00
2026-05-06 13F Tandem Wealth Advisors LLC 343.924 -6,63 34.141 -20,10
2026-05-06 13F Modera Wealth Management, LLC 185.501 -3,14 18.415 -3,74
2026-05-15 13F Wealth Architects, LLC 2.060 -15,99 205 -16,39
2026-05-04 13F Greenspring Advisors, LLC 938.411 6,26 93.156 5,61
2026-01-29 13F Concurrent Investment Advisors, LLC 353.127 26,59 35.270 26,12
2026-04-29 13F Tilson Financial Group, Inc. 5.870 -13,64 583 -14,16
2026-05-22 13F WNY Asset Management, LLC 0 -100,00 0
2026-05-13 13F PYA Waltman Capital, LLC 0 -100,00 0
2026-05-11 13F Legacy Edge Advisors, LLC 22.550 -50,86 2.239 -51,17
2026-05-15 13F Aqr Capital Management Llc 40.097 74,88 3.980 73,88
2026-06-02 13F Blue Edge Capital, LLC 5.352 11,92 531 11,32
2026-04-13 13F Woodside Wealth Management LLC 3.676 -41,72 365 -42,13
2026-04-27 13F Soltis Investment Advisors LLC 30.903 -0,09 3.068 -0,71
2026-05-12 13F IPG Investment Advisors LLC 6.044 600
2026-05-01 13F Richardson Financial Services Inc. 0 -100,00 0
2026-05-13 13F Headlands Technologies LLC 15.085 -38,23 1.497 -38,62
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 0 -100,00 0
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-05-12 13F Kovack Advisors, Inc. 54.931 -28,21 5.439 -28,83
2026-04-27 13F Truist Financial Corp 7.510.131 -1,71 745.531 -2,31
2026-04-28 13F Sheridan Capital Management, LLC 227.003 0,63 22.535 0,01
2026-05-01 13F Granite Bay Wealth Management, LLC 41.594 10,41 4.113 9,30
2026-04-22 13F Chemung Canal Trust Co 234.202 0,01 23.249 -0,59
2026-05-13 13F Dynamic Wealth Strategies, LLC 25 0,00 2 0,00
2026-05-14 13F Northern Trust Corp 20.758.453 0,25 2.060.692 -0,36
2026-04-20 13F Wall Capital Group, Inc. 17.527 0,26 1.740 -0,40
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 52.075 0,18 5.169 -0,42
2026-04-28 13F Seascape Capital Management 5.370 0,00 1
2026-04-07 13F Stonekeep Investments, LLC 37.393 0,10 3.712 123.633,33
2026-04-21 13F Shepherd Street Advisors LLC 13.276 31,46 1.318 30,65
2026-05-14 13F Dynasty Wealth Management, Llc 2.740.098 -5,76 272.010 -6,34
2026-05-07 13F Tidemark, LLC 6.148 20,24 610 19,61
2026-05-07 13F Argyle Capital Partners, LLC 2.112 -2,18 210 -2,79
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-05-12 13F Wayfinding Financial, LLC 90.295 15,41 9 14,29
2026-05-14 13F Synergy Investment Management, LLC 1.838 182
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 2.668 17,12 0
2026-05-16 13F Guardian Partners Inc. 8.353 12,56 830 12,62
2026-05-01 13F Fifth Third Bancorp 3.183.564 144,73 316.032 143,23
2026-05-11 13F Fiduciary Group LLC 447.888 16,15 44.462 15,44
2026-04-16 13F Envision Financial LLC 40.283 19,97 3.999 19,24
2026-01-14 13F Ballew Advisors, Inc 0 -100,00 0
2026-04-24 13F My Purposeful Wealth Corp. 4.910 -58,52 487 -58,80
2026-05-06 13F WealthTrust Asset Management, LLC 53.037 -1,83 5.265 -2,45
2026-05-14 13F Axim Planning & Wealth 6.399 13,14 635 12,59
2026-05-12 13F Red Reef Advisors Llc 9.436 9,00 937 8,33
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-20 13F City State Bank 74.282 6,36 7.374 5,71
2026-04-24 13F Retirement Systems of Alabama 27.899 0,00 2.770 -0,61
2026-04-29 13F CVA Family Office, LLC 146.317 5,09 14.525 4,44
2026-04-06 13F Washington Trust Advisors, Inc. 89 0,00 9 0,00
2026-04-23 13F SJS Investment Consulting Inc. 226 2,26 22 0,00
2026-04-23 13F Ellenbecker Investment Group 822.182 12,38 81.618 11,69
2026-04-22 13F Stone House Investment Management, LLC 8.986 0,73 892 0,11
2026-05-12 13F Virginia Estate & Retirement Planning Advisors Inc. 42 27
2026-04-22 13F Smallwood Wealth Investment Management, LLC 1.038 -0,10 103 0,00
2026-04-14 13F Patriot Investment Management Inc. 199.731 0,72 19.827 0,11
2026-04-21 13F Columbus Macro, LLC 86.453 4,79 8.582 4,15
2026-05-15 13F Manufacturers Life Insurance Company, The 4.763 -35,88 473 -36,30
2026-04-09 13F Noble Family Wealth, LLC 9.861 -2,33 979 -2,98
2026-05-08 13F Resources Investment Advisors, LLC. 89.649 -12,50 8.899 -13,04
2026-04-20 13F Parkway Wealth Management Group, LLC 120.689 3,54 12.007 3,14
2026-05-04 13F Calamos Advisors LLC 143.355 14.231
2026-04-13 13F Stockman Wealth Management, Inc. 27.989 2,95 2.778 2,32
2026-02-17 13F Capital Insight Partners, Llc 234.552 -12,11 23.427 -12,44
2026-04-07 13F Five Oceans Advisors 9.375 -7,98 931 -8,55
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-21 13F Northern Lights Advisors, Inc. 45.908 2,56 4.557 1,95
2026-05-15 13F Tower Research Capital LLC (TRC) 400.371 39.745
2026-05-05 13F West Michigan Advisors, Llc 21.027 -1,82 2.087 -2,43
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 1.042.076 -0,38 103.447 -0,99
2026-05-07 13F Green Square Capital Advisors Llc 10.050 0,21 998 -0,40
2026-04-20 13F Fairvoy Private Wealth, LLC 10.134 -7,49 1.006 -8,04
2026-05-02 13F Genus Capital Management Inc. 167.450 0,39 16.623 -0,22
2026-05-06 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 0 -100,00 0
2026-05-12 13F Hanlon Investment Management, Inc. 9.434 -24,98 937 -25,48
2026-05-13 13F E-Wealth Partners, LLC 9.555 954
2026-05-14 13F Providence Capital Advisors, LLC 12.856 8,36 1.276 7,77
2026-05-12 13F TD Waterhouse Canada Inc. 39.971 -1,01 3.956 -1,91
2026-05-14 13F Trustmark National Bank Trust Department 980.458 4,77 97.330 4,13
2026-04-16 13F Phillips Financial Management, Llc 185.469 -22,82 18.411 -23,29
2026-04-16 13F Smith Thornton Advisors LLC 9.869 -0,27 980 -0,91
2026-04-27 13F V-Square Quantitative Management LLC 1.269.238 0,00 125.997 -0,61
2026-04-29 13F First Interstate Bank 30.435 6,02 3.021 5,37
2026-04-28 13F LVZ Advisors, Inc. 349.732 3,47 34.718 2,84
2026-04-08 13F DiNuzzo Private Wealth, Inc. 12 0,00 1 0,00
2026-05-15 13F AlphaCore Capital LLC 325 45,09 32 45,45
2026-04-20 13F YANKCOM Partnership 78 0,00 8 0,00
2026-05-13 13F Signature Equity Partners, LLC 413 182,88 41 185,71
2026-04-20 13F Kastel Capital Advisors, LLC 52.953 0,00 5.289 0,00
2026-05-14 13F PlanVest Financial, Inc 49.421 4.906
2026-04-20 13F Ritholtz Wealth Management 1.243.118 3,90 123.404 3,26
2026-05-12 13F Colonial Trust Co / SC 121.622 8,89 12.073 8,23
2026-05-14 13F Aft, Forsyth & Company, Inc. 2.581 0,04 256 -0,39
2026-05-11 13F First National Bank Of Omaha 36.408 -20,11 3.613 -20,63
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-14 13F Peak Wealth Management LLC 4.143 -0,89 411 -1,44
2026-04-22 13F SC&H Financial Advisors, Inc. 33.616 16,50 3.337 15,83
2026-04-13 13F Cyndeo Wealth Partners, LLC 25.219 2,45 2.504 1,83
2026-04-14 13F FC Advisory LLC 149.888 3,95 14.879 3,31
2026-05-28 13F Ramiah Investment Group 0 -100,00 0 -100,00
2026-04-10 13F Harpswell Capital Advisors, LLC 104.007 40,61 10.325 39,74
2026-04-28 13F Stratos Wealth Partners, LTD. 209.977 5,74 20.844 5,09
2026-05-13 13F ETF Portfolio Partners, Inc. 316.836 0,52 31.452 -0,09
2026-04-29 13F Shelter Mutual Insurance Co 57.660 0,00 5.724 -0,63
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 17.437 3,32 1.731 2,67
2026-05-15 13F XTX Topco Ltd 20.696 140,20 2.054 138,84
2026-04-20 13F Aegis Wealth Management, Inc. 2.107 209
2026-05-13 13F WealthCollab, LLC 4.082 0,00 405 -0,49
2026-05-13 13F Leo H. Evart, Inc. 0 -100,00 0
2026-04-29 13F Burney Co/ 3.597 -2,41 357 -2,99
2026-04-24 13F Stock Yards Bank & Trust Co 39.973 31,12 3.968 30,35
2026-05-01 13F Mountain Hill Investment Partners Corp. 19 0,00 2 0,00
2026-02-06 13F New Millennium Group LLC 3.065 164,45 306 163,79
2026-05-06 13F Hallmark Capital Management Inc 1.197 -0,08 119 -0,84
2026-05-14 13F Lgl Partners, Llc 73.442 3,86 7.291 3,21
2026-04-10 13F Quaker Wealth Management, LLC 80 0,00 8 0,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 19.594 4,38 1.945 3,79
2026-02-10 13F Blue Barn Wealth, LLC 61.088 -49,43 6.102 -49,62
2026-05-13 13F Hudock, Inc. 210.231 0,50 20.870 -0,11
2026-04-30 13F Shakespeare Wealth Management, Inc. 0 -100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 4.822 -4,33 0
2026-05-12 13F Dogwood Wealth Management LLC 4.468 30,07 444 29,15
2026-05-16 13F Sunbelt Securities, Inc. 8.599 -4,58 854 -5,22
2026-05-15 13F NEOS Investment Management LLC 821.784 25,59 81.319 24,42
2026-05-14 13F BNP Paribas Asset Management Holding S.A. 1.586.900 147,12 157.532 246.042,19
2026-04-16 13F Johnson Bixby & Associates, LLC 4.138 0,00 411 -0,73
2026-05-14 13F Global Endowment Management, LP 334.661 137,00 33.222 135,55
2026-04-09 13F Rockingstone Advisors LLC 3.500 0,00 347 -0,57
2026-05-01 13F Navigoe, LLC 542 0,00 0
2026-05-05 13F Wagner Wealth Management, Corp 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 254.606 -3,33 25.275 -3,92
2026-04-29 13F Duncker Streett & Co Inc 2.735 0,00 271 -0,73
2026-04-24 13F Livet Wealth, LLC 80.134 3,22 7.955 2,59
2026-04-07 13F Fragasso Group Inc. 2.247 -5,31 223 -5,93
2026-04-09 13F Aletheian Wealth Advisors LLC 28.788 -11,22 2.858 -12,09
2026-05-14 13F Regal Investment Advisors LLC 72.226 7,34 7.170 6,68
2026-05-15 13F Janus Henderson Group Plc 3.411.430 1,67 338.653 1,05
2026-01-26 13F Thomasville National Bank 2.655 0,00 265 -0,38
2026-04-14 13F Prospera Financial Services Inc 137.226 -6,00 13.627 -6,58
2026-04-15 13F Zullo Investment Group, Inc. 0 -100,00 0
2026-05-07 13F Madison Asset Management, LLC 253.778 2,33 25.193 1,71
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 355.184 232,89 35.074 228,50
2026-05-13 13F Garden State Investment Advisory Services LLC 2.086 -80,70 207 -80,82
2026-03-31 13F Sankala Group LLC 36 0,00 4 0,00
2026-04-29 13F Advance Capital Management, Inc. 3.767 -5,42 374 -6,05
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 425.375 9,39 42.227 8,72
2026-04-23 13F Ironwood Wealth Management, LLC. 117 -7,14 12 -8,33
2026-05-04 13F Conservest Capital Advisors, Inc. 58.907 33,99 5.848 33,16
2026-04-22 13F Riverbend Wealth Management, LLC 3.198 0,03 317 -0,63
2026-04-15 13F Exchange Traded Concepts, Llc 2.426.044 4,42 240.833 3,78
2026-04-23 13F/A Private Wealth Group, LLC 13.886 0,00 1.378 -0,58
2026-04-21 13F Maseco Llp 6.138 -23,93 609 -24,35
2026-04-24 13F Ndwm Llc 119.130 269,92 11.826 267,69
2026-05-08 13F Gen-Wealth Partners Inc 83.872 0,67 758 7,37
2026-05-07 13F Stone Wealth Partners 57.844 14,06 5.742 13,37
2026-05-15 13F North Berkeley Wealth Management, LLC 89.113 132,61 8.846 131,21
2026-05-14 13F Pinnacle Financial Partners, Inc. 592.828 3,73 58.852 3,09
2026-05-11 13F Ashton Thomas Private Wealth, LLC 81.950 12,18 8.135 11,50
2026-04-22 13F Coston, McIsaac & Partners 45 0,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 3.916.831 13,73 389.098 12,33
2026-04-10 13F Benin Management CORP 2.792 0,00 277 -0,36
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 8.526 -67,95 846 -68,15
2026-05-04 13F 1st Source Bank 52.070 10,41 5.169 9,72
2026-05-07 13F Wells Financial Advisors INC 142 -89,84 14 -89,93
2026-05-12 13F Waterloo Capital, L.P. 88.921 42,66 8.827 41,80
2026-04-24 13F Petros Family Wealth, LLC 13.965 -5,50 1.386 -6,10
2026-05-05 13F Howard Capital Management Inc. 1.734.205 -0,00 172.155 -0,61
2026-04-24 13F Williams Financial, LLC 2.097 208
2026-05-04 13F Brickley Wealth Management 3.767 -3,93 374 -4,60
2026-04-29 13F W Advisors, Llc 3.605 -1,12 358 -1,92
2026-05-13 13F SRS Capital Advisors, Inc. 127.430 -72,09 12.650 -72,26
2026-05-14 13F MRP Capital Investments, LLC 7.066 -0,39 701 -0,99
2026-04-28 13F Fortis Capital Advisors, LLC 78.944 87,91 7.837 86,75
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 39.569 -3,52 3.928 -4,10
2026-04-15 13F Cypress Wealth Services, LLC 2.953 -3,78 293 -4,25
2026-05-07 13F Cassaday & Co Wealth Management LLC 965 96
2026-05-14 13F Bright Financial Advisors, Inc. 361.118 1,10 35.848 0,48
2026-04-21 13F Pacific Park Financial, Inc. 40.792 14,80 4.049 14,09
2026-05-06 13F Bartlett & Co. Wealth Management Llc 157.993 1,76 15.628 0,78
2026-04-08 13F Orrstown Financial Services Inc 13.875 -29,53 1.377 -29,96
2026-04-29 13F American Capital Advisory, LLC 454 -44,02 45 -44,44
2026-04-23 13F Impact Partnership Wealth, LLC 2.709 24,10 269 22,94
2026-04-15 13F Alhambra Investment Partners LLC 29.513 -0,46 2.930 -1,08
2026-02-05 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-04-24 13F Verus Wealth Management, Llc 8.057 1,33 800 0,63
2026-04-08 13F JGP Wealth Management, LLC 52.906 -10,27 5.252 -10,80
2026-04-22 13F Sykon Capital Llc 3.685 3,08 366 2,24
2026-04-30 13F Owen LaRue, LLC 0 -100,00 0
2026-05-01 13F Towercrest Capital Management 408.315 6,72 40.535 6,07
2026-04-15 13F Weil Company, Inc. 9.297 -29,43 923 -29,89
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 36.865 1,35 3.660 0,74
2026-04-06 13F Private Client Services, Llc 76.719 -1,07 7.616 -1,68
2026-05-13 13F Balanced Rock Investment Advisor 5.212 -1,92 517 -2,45
2026-04-13 13F Chris Bulman Inc 21.922 -15,16 2.176 -15,66
2026-05-01 13F Wingate Wealth Advisors, Inc. 30.614 -0,46 3.039 -1,04
2026-01-13 13F Norden Group Llc 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 13.496 -0,07 1.340 -0,67
2026-05-14 13F Plum Street Advisors, LLC 3.679 0,00 365 -0,54
2026-04-07 13F Farmers Trust Co 2.374 236
2026-05-08 13F Stelac Advisory Services LLC 3.136 0,00 311 -0,64
2026-04-27 13F Garrett Wealth Advisory Group, LLC 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2026-04-28 13F RHS Financial, LLC 0 -100,00 0
2026-05-07 13F Virtue Capital Management, LLC 8.840 3,17 876 2,34
2026-04-24 13F Peoples Bank /oh 5.000 496
2026-04-30 13F Sonata Capital Group Inc 4.423 0,00 439 -0,45
2026-04-28 13F Life Planning Partners, Inc 3.556 4,62 353 4,13
2026-05-11 13F Seeds Investor Llc 0 -100,00 0
2026-04-14 13F GoalFusion Wealth Management, LLC 523.677 4,78 51.985 4,14
2026-04-15 13F Stordahl Capital Management, Inc. 2.903 0,00 288 -0,35
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.620 -0,37 161 -1,23
2026-04-13 13F Lake Street Financial Llc 42.408 10,37 4.210 9,70
2026-04-13 13F Bourgeon Capital Management Llc 12.389 -29,22 1.230 -29,69
2026-05-01 13F Wealthspire Advisors, LLC 149.962 -8,75 14.887 -9,31
2026-05-11 13F Evermay Wealth Management Llc 228 23
2026-05-12 13F Bbr Partners, Llc 16.419 11,43 1.630 10,74
2026-05-15 13F Vawter Financial, Ltd. 17.823 1,08 1.769 0,45
2026-04-15 13F Bernardo Wealth Planning LLC 6.355 1,10 631 0,48
2026-04-15 13F Hengehold Capital Management Llc 0 -100,00 0
2026-04-27 13F Nvwm, Llc 28.548 -39,00 2.834 -39,39
2026-04-21 13F Maltin Wealth Management, Inc. 2.427 0,66 241 0,00
2026-02-02 13F Long Run Wealth Advisors, LLC 30.850 2,16 3.081 1,78
2026-04-15 13F Atwood & Palmer Inc 10 1
2026-04-10 13F Sunflower Bank, N.A. 261.519 -7,22 25.961 -7,79
2026-04-27 13F Latitude Advisors, LLC 8.768 13,28 870 12,55
2026-04-03 13F Global Wealth Strategies & Associates 4 0,00 0
2026-01-21 13F South Shore Capital Advisors 0 -100,00 0
2026-05-13 13F Triumph Capital Management 7.475 37,41 742 36,65
2026-05-08 13F Vanguard National Trust Co 618 61
2026-05-14 13F Gladstone Institutional Advisory LLC 18.425 16,78 1.829 16,13
2026-05-15 13F Ariadne Wealth Management, LP 12.998 0,00 1.290 -1,38
2026-04-10 13F Melfa Wealth Management, Llc 8.047 13,74 799 13,03
2026-05-15 13F Evercore Wealth Management, LLC 41.343 0,99 4.104 0,39
2026-04-10 13F Eagle Wealth Strategies Llc 0 -100,00 0
2026-05-08 13F Investure, LLC 15.666 113,29 1.555 112,14
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-02-11 13F/A Ameraudi Asset Management, Inc. 0 -100,00 0
2026-05-08 13F Fund Evaluation Group, LLC 328.168 9,12 32.577 8,45
2026-05-15 13F Ameriprise Financial Inc 14.632.180 -1,27 1.450.152 -2,01
2026-05-12 13F Voya Financial Advisors, Inc. 25.160 5,23 2.479 3,55
2026-04-20 13F Hoge Financial Services, Llc 9.162 7,52 909 6,82
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 2.881 -53,22 286 -53,66
2026-05-15 13F Keating Financial Advisory Services, Inc. 22.644 -8,30 2.248 -8,88
2026-01-28 13F Dentgroup LLC 6.695 -3,43 669 -3,75
2026-05-11 13F a16z Perennial Management, L.P. 321.231 31.889
2026-04-30 13F Forza Wealth Management, LLC 13.682 5,68 1.358 5,03
2026-05-08 13F Zinnia Wealth Advisory, LLC 6.225 -10,87 618 -11,48
2026-05-14 13F 1832 Asset Management L.P. 940.523 2,37 93.366 1,74
2026-04-07 13F Orgel Wealth Management, LLC 11.615 -2,67 1.153 -3,19
2026-04-22 13F Capital Management Associates, Inc 52.370 -7,60 5.199 -8,18
2026-04-29 13F Sunrise Financial Services, LLC 12 0,00 1 0,00
2026-05-07 13F Waycross Partners, Llc 16.000 -56,88 1.588 -57,15
2026-04-09 13F Tompkins Financial Corp 204 0,00 20 0,00
2026-04-17 13F Murphy & Mullick Capital Management Corp 109 0,00 11 0,00
2026-05-08 13F Oath Planning, LLC 4.434 0,64 440 0,00
2026-05-11 13F Aprio Wealth Management, LLC 17.603 60,32 1.747 59,40
2026-05-12 13F Leavell Investment Management, Inc. 31.804 14,68 3.157 14,01
2026-02-17 13F Running Point Capital Advisors, LLC 24.892 -1,43 2.486 -1,78
2026-05-15 13F Legacy Capital Wealth Partners, LLC 4.071 -3,12 404 -3,58
2026-04-09 13F Firethorn Wealth Partners, Llc 4.893 -33,06 486 -33,56
2026-05-13 13F Visionary Wealth Advisors 369.575 4,16 36.688 3,52
2026-04-23 13F Inman Jager Wealth Management, LLC 7.102 7,75 705 7,14
2026-05-15 13F TRUE Private Wealth Advisors 44.806 4.448
2026-05-08 13F SYM FINANCIAL Corp 32.347 13,21 3.211 12,55
2026-04-29 13F Cahaba Wealth Management, Inc. 23.028 34,09 2.286 33,29
2026-05-18 13F Strategic Investment Advisors / MI 3.006 -13,50 298 -14,12
2026-02-13 13F Barclays Plc 51.033 11.240,67 5.097 11.226,67
2026-04-07 13F Howard Financial Services, Ltd. 2.645 -40,13 263 -40,59
2026-05-13 13F Franklin Resources Inc 716.229 -2,80 71.100 -3,39
2026-05-11 13F Destiny Capital Corp/CO 73.082 -6,83 7.255 -7,40
2026-05-11 13F Godfrey Financial Associates, Inc. 38.592 2,02 3.831 1,40
2026-05-14 13F Level Four Advisory Services, Llc 241.631 4,41 23.987 3,76
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9.026 -16,63 896 -17,11
2026-05-11 13F Haverford Trust Co 4.101 -36,79 407 -37,19
2026-04-27 13F BIP Wealth, LLC 2.548 253
2026-05-11 13F Arrow Financial Corp 62.302 -3,92 6.185 -4,51
2026-05-14 13F Sandhill Capital Partners LLC 9.992 992
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.429 -7,36 241 -7,66
2026-04-30 13F Paladin Advisory Group, LLC 84 -59,02 8 -60,00
2026-04-27 13F Apeiron RIA LLC 3.341 -25,31 332 -25,62
2026-05-04 13F Element Wealth, LLC 62.538 4,31 6.208 3,67
2026-05-12 13F Rhumbline Advisers 394.918 -17,64 39.204 -18,14
2026-05-13 13F/A Quadrant Capital Group Llc 50.390 23,99 5.002 23,23
2026-02-24 13F SG Trading Solutions, LLC 136.798 14
2026-04-29 13F Bluestem Financial Advisors, Llc 43.632 -0,43 4.331 -1,03
2026-01-21 13F West Paces Advisors Inc. 0 -100,00 0
2026-05-15 13F Beacon Pointe Advisors, LLC 1.511.255 68,90 150.022 67,87
2026-05-01 13F Emerald Investment Partners, Llc 28.330 7,92 2.812 7,33
2026-04-29 13F Saxon Interests, Inc. 31.050 0,55 3.082 -0,06
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 247.047 1,41 24.524 0,79
2026-04-20 13F Banque Cantonale Vaudoise 1.100 0,00 109 -0,91
2026-04-30 13F Fortune Financial Advisors, LLC 2.271 225
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 12.235 0,44 1.215 -0,16
2026-05-07 13F Lyell Wealth Management, Lp 2.195 0,00 218 -0,91
2026-05-07 13F Scarborough Advisors, LLC 0 0
2026-05-14 13F Delos Wealth Advisors, LLC 30.741 10,88 3.052 10,18
2026-04-23 13F SageGuard Financial Group, LLC 2.283 -11,55 227 -12,06
2026-05-15 13F United Capital Financial Advisers, Llc 786.743 -0,46 78.121 -1,05
2026-04-27 13F Oarsman Capital, Inc. 915.513 20,73 90.883 19,99
2026-05-12 13F Bnp Paribas Arbitrage, Sa 694.611 -13,33 68.954 -13,86
2026-05-07 13F Jefferies Financial Group Inc. 13.536 13,50 1.344 12,76
2026-05-13 13F Forum Private Client Group LLC 42.458 -5,23 4.218 -5,74
2026-02-12 13F Planning Project LLC 558.699 55.803
2026-04-24 13F Slow Capital, Inc. 138.668 6,24 13.766 5,58
2026-05-14 13F Johns Hopkins University 8.024.716 0,00 796.614 -0,61
2026-04-21 13F Vise Technologies, Inc. 197.400 0,00 19.716 0,00
2026-04-14 13F Quantum Financial Planning Services, Inc. 32.456 -4,61 3.222 -5,21
2026-04-08 13F Mma Asset Management Llc 7.012 13,54 696 12,99
2026-04-23 13F Granite Harbor Advisors, Inc. 153.314 -3,28 15.220 -3,87
2026-04-21 13F Grey Fox Wealth Advisors, LLC 289.549 4,07 28.744 3,44
2026-04-23 13F Kampmann Melissa S. 10.508 0,00 1.043 -0,67
2026-05-12 13F Advyzon Investment Management, LLC 28.397 15,63 2.819 14,93
2026-04-22 13F TBH Global Asset Management, LLC 63.904 -19,00 6.344 -19,49
2026-05-15 13F Clearview Wealth Management LLC 30.561 3.034
2026-05-11 13F Citigroup Inc 3.697.706 -2,26 367.071 -2,86
2026-04-07 13F Central Bank & Trust Co 123.839 -3,79 12.293 -4,38
2026-03-02 13F Reflection Asset Management 2.433 243
2026-05-01 13F Carnegie Capital Asset Management, LLC 10.562 29,39 1.048 28,59
2026-05-15 13F MGO Private Wealth, LLC 14.152 -85,19 1.405 -85,29
2026-04-23 13F Unify Financial Advisors 6.900 0,00 685 -0,73
2026-05-12 13F Croban 47.094 -28,55 4.675 -29,00
2026-04-14 13F Heirloom Wealth Management 6.161 612
2026-04-16 13F First Merchants Corp 317.722 -0,72 31.540 -1,32
2026-02-26 13F Ssa Swiss Advisors Ag 3.311 -15,62 331 -16,03
2026-02-12 13F FineMark National Bank & Trust 37.033 13,55 3.699 13,12
2026-02-02 13F Heritage Financial Services, LLC 83.382 6,29 8.328 5,90
2026-05-15 13F Huntington National Bank 5.952 13.749 37,89
2026-01-15 13F Gleason Group, Inc. 0 -100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 143.135 -0,27 14.209 -0,88
2026-05-06 13F Centennial Bank/AR/ 5.272 -20,31 523 -20,76
2026-04-13 13F JCIC Asset Management Inc. 315 0,00 31 0,00
2026-04-28 13F Fortitude Advisory Group L.L.C. 8.459 15,45 840 14,77
2026-05-14 13F Raymond James Financial Inc 88.714.666 4,66 8.806.703 4,03
2026-05-14 13F Coastal Bridge Advisors, LLC 3.869 -2,10 384 -2,54
2026-05-04 13F Wealthgarden F.s. Llc 2.089 0,00 207 -0,96
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 35.655 39,18 3.540 38,35
2026-05-05 13F Delta Financial Advisors Llc 2.075 206
2026-05-15 13F Ge Investment Management Corp. 10 0,00 1
2026-04-20 13F Davidson Trust Co 39.216 5,62 3.893 4,96
2026-05-04 13F Syverson Strege & Co 2.543 -27,55 252 -28,00
2026-05-12 13F CIBC Asset Management Inc 24.440 35,97 2.426 35,15
2026-04-24 13F Heritage Oak Wealth Advisors Llc 2.071 -2,27 206 -2,84
2026-04-08 13F Dynamic Advisor Solutions LLC 42.267 10,70 4.196 10,02
2026-05-15 13F Independent Family Office, LLC 0 -100,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 28.624 -40,23 2.841 -40,60
2026-05-11 13F SCS Capital Management LLC 188.182 -69,31 18.681 -69,50
2026-04-14 13F Amicus Financial Advisors, LLC 7.903 0,05 784 -0,51
2026-05-15 13F Ballast, Inc. 22.572 16,42 2.241 15,70
2026-04-28 13F Abel Hall, LLC 4.467 -0,27 443 -0,89
2026-05-01 13F Patten & Patten Inc/tn 4.204 -24,73 417 -25,13
2026-04-09 13F Pacifica Partners Inc. 2.012 53,47 200 53,08
2026-04-27 13F Canal Capital Management, LLC 25.482 -53,29 2.530 -53,58
2026-04-15 13F Diligent Investors, LLC 20.010 1,47 1.986 0,86
2026-05-05 13F Gallagher Capital Advisors, LLC 7.524 747
2026-05-13 13F Wealth Management Associates, Inc. 37.657 2,48 3.738 1,85
2026-04-22 13F McLean Asset Management Corp 36.568 96,83 3.630 94,74
2026-05-15 13F Magnolia Capital Advisors Llc 16.951 -9,91 1.683 -10,48
2026-04-10 13F Linden Thomas Advisory Services, LLC 2.729 14,47 271 13,45
2026-04-28 13F RW Investment Management LLC 4.624 2,35 459 1,55
2026-05-13 13F Bank OZK 2.497 0,00 248 -0,80
2026-05-07 13F VisionPoint Advisory Group, LLC 11.880 -56,96 1.179 -57,22
2026-05-15 13F Hayek Kallen Investment Management 15.729 2
2026-04-21 13F Grimes & Company, Inc. 152.565 -1,16 15.145 -1,76
2026-05-01 13F Riverview Trust Co 25.819 0,00 2.563 -0,58
2026-04-22 13F Traveka Wealth, LLC 16.249 42,54 1.613 41,74
2026-04-20 13F WealthSpring Partners, LLC 70.439 3,50 6.992 2,87
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 1.126 2,09 112 0,91
2026-05-13 13F Pinnacle Financial Group, LLC / IL 86.357 9,52 8.573 8,85
2026-05-01 13F Phocas Financial Corp. 2.791 0,00 277 -0,36
2026-05-12 13F Ally Invest Advisors Inc. 213.236 6,85 21.168 6,19
2026-05-06 13F Main Street Group, LTD 304 30
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-01-28 13F Edge Financial Advisors LLC 37.794 0,15 3.775 -0,29
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 4.675 0,00 464 -0,43
2026-05-07 13F one8zero8, LLC 200 -51,22 20 -52,50
2026-05-15 13F Vestmark Advisory Solutions, Inc. 533.901 1,32 53.001 0,70
2026-05-14 13F Endeavor Private Wealth, Inc. 44.298 -4,82 4.397 -5,40
2026-05-07 13F Summit Global Investments 78.176 -87,26 8 -88,52
2026-04-29 13F WPG Advisers, LLC 19 0,00 2 0,00
2026-04-27 13F NorthLanding Financial Partners, LLC 14.587 -85,59 1.448 -85,68
2026-05-11 13F Shepherd Financial Partners LLC 8.073 35,82 801 35,08
2026-04-30 13F Sequoia Financial Advisors, LLC 152.528 -9,42 15.141 -9,97
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 1.413.455 0,00 140.314 -0,61
2026-05-14 13F Captrust Financial Advisors 6.239.080 3,10 619.349 2,47
2026-05-11 13F Catalyst Financial Partners Llc 273.998 8,96 27.200 8,30
2026-04-20 13F Hilton Head Capital Partners, LLC 203 24,54 20 25,00
2026-03-12 13F Farmers National Bank 7.255 130,98 725 130,57
2026-04-22 13F Motco 2.534 -52,44 252 -52,82
2026-05-07 13F Northwestern Mutual Wealth Management Co 12.962.808 5,58 1.286.818 4,93
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 719 -37,48 71 -37,72
2026-04-13 13F St Germain D J Co Inc 1.636 4,01 162 3,18
2026-04-16 13F Montecito Bank & Trust 148.157 4,46 14.708 3,83
2026-05-11 13F Aptus Capital Advisors, LLC 14.700 34,30 1.459 33,49
2026-04-23 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-04-27 13F Moneywise, Inc. 12.120 51,41 1.203 50,56
2026-04-27 13F Capital Financial Group Inc\co\ /adv 27.483 -11,66 2.728 -12,20
2026-04-22 13F MN Wealth Advisors, LLC 2.289 -96,92 227 -96,95
2026-05-01 13F Advisors Capital Management, LLC 0 -100,00 0
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-05-14 13F Solstein Capital, LLC 0 -100,00 0
2026-04-20 13F Tanager Wealth Management LLP 252.569 -8,22 25.072 -8,79
2026-04-17 13F Wealthbridge Capital Management, Llc 2.587 -15,60 257 -16,34
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 74.461 -12,07 7.392 -12,60
2026-06-01 13F Integrated Investment Consultants, LLC 26.487 -16,33 2.629 -16,83
2026-05-13 13F Invst, LLC 2.126 -3,93 211 -4,52
2026-04-13 13F Gridiron Partners, LLC 467.661 -2,12 46.268 -3,05
2026-05-14 13F Chandler Asset Management, Inc. 34.482 0,00 3.423 -0,61
2026-05-12 13F Commerce Advisors, LLC 3.285 326
2026-04-22 13F Oak Harvest Investment Services 0 -100,00 0
2026-04-29 13F Arbor Trust Wealth Advisors, Llc 51.219 9,79 5.085 9,12
2026-05-13 13F Adviser Investments LLC 8.646.419 8,27 858.330 7,61
2026-04-21 13F International Private Wealth Advisors LLC 8.592 -9,23 853 -9,84
2026-05-01 13F Evolution Advisers, Inc. 600 0
2026-05-14 13F Kilter Group LLC 2 0,00 0
2026-05-07 13F Facet Wealth, Inc. 143.872 80,40 14.282 78,84
2026-04-28 13F Kiley Juergens Wealth Management, Llc 2.929 291
2026-05-07 13F BlueStem Wealth Partners, LLC 5.114 -9,63 508 -10,27
2026-05-13 13F Ridge Creek Global, Inc 4.601 0,00 457 -0,65
2026-05-07 13F Pillar Financial Advisors, LLC 87 -26,27 9 -27,27
2026-05-13 13F Buckingham Strategic Partners 53.385 29,78 5.300 28,99
2026-04-14 13F Family Wealth Partners, Llc 26.052 -11,38 2.586 -11,92
2026-04-23 13F Traub Capital Management LLC 3.255 0,00 323 -0,62
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Capitolis Liquid Global Markets LLC 11.600 -54,33 1.159 -54,52
2026-04-15 13F Wright Fund Managment, LLC 26.052 2.586
2026-04-17 13F Ambassador Advisors, LLC 13.513 18,13 1.341 17,43
2026-04-22 13F Eqis Capital Management, Inc. 7.929 2,68 787 2,08
2026-05-15 13F Susquehanna International Group, Llp 1.326.978 5.164,74 131.729 5.133,57
2026-01-30 13F First Citizens Investor Services, Inc. 296.581 -0,42 29.623 -0,79
2026-04-29 13F WealthPlan Investment Management, LLC 231.674 121,72 22.998 120,37
2026-05-15 13F Susquehanna International Group, Llp Call 27.600 -38,80 2.740 -39,19
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 30.775 34,63 3.055 33,82
2026-05-15 13F Susquehanna International Group, Llp Put 33.100 3.286
2026-05-12 13F Creative Planning 14.026.407 31,77 1.392.401 30,97
2026-04-08 13F Northstar Advisory Group, LLC 3.587 -88,25 356 -88,32
2026-04-24 13F Balentine LLC 2.964.878 -0,31 294.323 -0,92
2026-05-05 13F Holistic Financial Partners 2.663 0,00 264 -0,38
2026-04-23 13F Willis Johnson & Associates, Inc. 5.781 6,13 574 5,33
2026-05-11 13F 1015 Capital Partners, LLC 9.528 0,00 946 -0,63
2026-04-14 13F Nbc Securities, Inc. 70.009 17,88 6.950 17,16
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 5.111 -21,24 507 -21,76
2026-04-06 13F Highline Wealth Partners Llc 897 0,00 89 0,00
2026-05-15 13F Marquette Associates, Inc. 62.542 0,00 6.209 -0,61
2026-04-27 13F Lodestar Private Asset Management Llc 8.382 3,88 832 3,35
2026-04-15 13F Activest Wealth Management 629 0,48 62 0,00
2026-05-18 13F Edgestream Partners, L.P. 14.792 -82,14 1.468 -82,25
2026-05-15 13F Cardiff Park Advisors, Llc 1.698 0,59 169 0,00
2026-04-24 13F Axis Wealth Partners, LLC 23.168 1,30 2.300 0,66
2026-02-17 13F Angeles Investment Advisors, LLC 0 -100,00 0
2026-05-12 13F Clark Wealth Partners 19 2
2026-04-15 13F Aventus Investment Advisors, Inc. 93.900 2,67 9.321 2,04
2026-05-12 13F Carr Financial Group Corp 12.619 -26,96 1.253 -27,42
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 4.434 13,37 440 12,82
2026-05-01 13F Connecticut Wealth Management, LLC 10.019 -8,81 995 -9,39
2026-04-27 13F Plimoth Trust Co Llc 72.047 0,43 7.152 -0,18
2026-04-21 13F J.E. Simmons & Co., P.C. 6.669 -2,29 662 -2,79
2026-04-16 13F Toth Financial Advisory Corp 757 -11,67 75 -11,76
2026-04-10 13F ALM First Financial Advisors, LLC 9.767 0,00 970 -0,62
2026-04-14 13F SigFig Wealth Management, LLC 4.114.974 13,09 408.494 12,39
2026-04-24 13F Capital Asset Advisory Services LLC 1.617.571 -8,74 161.498 -8,91
2026-05-14 13F North Dallas Bank & Trust Co 3.990 -0,99 396 -1,49
2026-05-14 13F Galvin, Gaustad & Stein, LLC 250.337 -1,17 24.851 -1,78
2026-05-06 13F Private Wealth Asset Management, LLC 27.966 1,43 2.776 0,84
2026-05-15 13F Matrix Private Capital Group Llc 1.744 1,22 173 0,58
2026-04-22 13F Vannoy Advisory Group, Inc. 17.389 1,33 1.726 0,76
2026-05-12 13F Ausdal Financial Partners, Inc. 86.463 20,67 8.583 19,94
2026-04-29 13F Alliance Wealth Management Group 180.053 6,39 17.874 5,74
2026-04-09 13F Acropolis Investment Management, LLC 2.650 -53,05 263 -53,29
2026-05-14 13F Harvest Investment Services, LLC 13.069 1.297
2026-04-10 13F Cassilly Financial Group LLC 2.311 -0,13 229 -0,87
2026-05-12 13F Asset One Wealth Management LLC 11.558 -4,53 1.150 -4,73
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 975.887 2,18 96.876 1,56
2026-04-28 13F Clarity Retirement & Wealth, LLC 14.570 415,21 1.446 412,77
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-08 13F Gladwyn Financial Advisors, Inc. 6.469 -26,96 642 -27,38
2026-04-21 13F Trilogy Capital Inc. 23.269 12,90 2.310 12,20
2026-05-04 13F Retirement Planning Group 24.092 262,83 2.392 260,63
2026-04-27 13F Mosley Wealth Management 5 0
2026-05-15 13F Royal Bank Of Canada 6.744.642 39,18 669.542 38,33
2026-05-06 13F Berkeley Capital Partners, LLC 6.498 2,27 645 1,74
2026-04-03 13F Adirondack Trust Co 34.223 0,37 3.397 -0,23
2026-04-20 13F Kestra Private Wealth Services, Llc 629.384 1,30 62.479 0,68
2026-05-15 13F Common Fund For Nonprofit Organizations 533.732 15,70 52.984 14,99
2026-04-24 13F Patten Group, Inc. 45.516 1,06 4.518 0,44
2026-04-10 13F Finward Bancorp 7.077 -0,77 703 -1,40
2026-05-15 13F Equitable Holdings, Inc. 532.974 6,98 53.233 6,98
2026-04-30 13F Stronghold Wealth Management L.L.C. 33.742 0,79 3.350 0,18
2026-05-13 13F Heritage Wealth Advisors 5.020 1,17 498 0,61
2026-05-27 13F Westshore Wealth, LLC 3.389 0,00 336 -0,59
2026-04-21 13F Sugar Maple Asset Management, LLC 131.390 13.043
2026-04-27 13F Consolidated Portfolio Review Corp 3.543 0,00 352 -0,57
2026-05-11 13F Wealth Dimensions Group, Ltd. 18.663 0,00 1.853 -0,64
2026-05-04 13F Redwood Park Advisors LLC 68.473 1,74 6.797 1,12
2026-05-13 13F O'shaughnessy Asset Management, Llc 2.533.553 4,75 251.506 4,11
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-04-15 13F Silverlake Wealth Management Llc 2.178 -28,54 216 -28,95
2026-02-06 13F Bare Financial Services, Inc 0 -100,00 0
2026-04-15 13F Motive Wealth Advisors 143.330 -0,71 14.228 -1,31
2026-04-21 13F Aurdan Capital Management, LLC 6.650 0,53 660 0,00
2026-05-06 13F Proffitt & Goodson Inc 5.254 0,06 522 -0,57
2026-05-13 13F Heritage Trust Co 6.640 3,11 659 2,49
2026-04-13 13F Successful Portfolios LLC 8.768 21,37 870 20,19
2026-05-13 13F Verger Capital Management LLC 698.494 6,54 69.340 5,89
2026-04-27 13F Exencial Wealth Advisors, Llc 120.809 -3,57 11.993 -4,16
2026-04-23 13F Marquette Asset Management, LLC 305.135 5,60 30.291 4,95
2026-04-14 13F Cornerstone National Bank & Trust Co 57.995 5.742
2026-05-05 13F Prosperity Consulting Group, LLC 374.806 -1,62 37.207 -2,22
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 14.858 -12,30 1.475 -12,88
2026-05-12 13F BOK Financial Private Wealth, Inc. 18.712 -11,41 1.858 -11,95
2026-05-04 13F Flaharty Asset Management, LLC 9.865 -40,10 979 -40,45
2026-05-04 13F Fagan Associates, Inc. 147.931 -2,02 14.685 -2,61
2026-04-22 13F Continuum Advisory, LLC 5.188 15,62 515 14,96
2026-05-13 13F Kingdom Financial Group LLC. 10.129 -15,02 1.006 -15,55
2026-04-17 13F Forefront Wealth Partners, LLC 237.137 17,09 23.541 16,38
2026-05-15 13F SIH Partners, LLLP 3.620 0,00 359 -0,55
2026-04-15 13F 21 West Wealth Management LLC 3.081 20,68 306 20,08
2026-05-14 13F Van Hulzen Asset Management, LLC 106.562 -5,35 10.578 -5,93
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 14.688 -0,78 1.458 -1,35
2026-04-14 13F Banque Pictet & Cie Sa 2.261 0,00 224 -0,44
2026-04-27 13F Counterweight Ventures, LLC 74.026 14,60 7.349 13,90
2026-05-12 13F Crusonia Wealth Advisors LLC 0 -100,00 0
2026-05-04 13F Archer Investment Corp 999 18,93 99 19,28
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-17 13F Blankinship & Foster, LLC 101.032 0,41 10.029 -0,20
2026-04-21 13F Aull & Monroe Investment Management Corp 2.409 239
2026-04-07 13F Pathway Financial Advisors LLC 15.434 0,65 1.532 -0,13
2026-04-21 13F OneAscent Wealth Management LLC 2.174 0,00 216 -0,92
2026-04-22 13F BKM Wealth Management, LLC 5.953 1,59 591 0,85
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-04-28 13F CAP Partners, LLC 35.986 9,23 3.572 8,57
2026-05-15 13F Parallax Volatility Advisers, L.P. 43.651 0,00 4.333 -0,60
2026-05-07 13F Regimen Wealth, Llc 6.759 -96,63 673 -96,64
2026-05-08 13F Alps Advisors Inc 45.215 0,00 4.488 -0,62
2026-05-14 13F TRB Wealth Management, LLC 203.057 20.157
2026-04-10 13F Boston Research & Management Inc 4.783 1,31 0
2026-05-08 13F NewSquare Capital LLC 92.343 -5,38 9.167 -5,96
2026-05-08 13F Equity Wealth Partners, LLC 41.137 -5,97 4.084 -6,55
2026-05-15 13F First Manhattan Co 12.471 -67,15 1.238 -67,37
2026-04-28 13F Philip James Wealth Mangement, LLC 3.603 0,00 358 -0,56
2026-04-13 13F Accelerate Investment Advisors LLC 127.598 1,53 12.667 0,91
2026-04-14 13F Howland Capital Management Llc 13.832 -0,84 1.373 -1,44
2026-05-01 13F Holistic Planning, LLC 4.224 -76,38 419 -76,54
2026-04-30 13F Cooksen Wealth, LLC 28.482 5,14 2.827 4,51
2026-05-15 13F/A Independent Financial Group, Llc 21.469 12,38 2.131 11,69
2026-05-15 13F Passaic Partners LLC 346.733 34.420
2026-04-14 13F Nova Wealth Management, Inc. 126 13
2026-04-14 13F XY Planning Network, Inc. 4.127 35,53 409 34,21
2026-04-08 13F Bond & Devick Financial Network, Inc. 7.662 -10,20 761 -10,80
2026-04-27 13F Ergawealth Advisors, Inc. 2.940 0,00 292 -0,68
2026-04-17 13F PMG Wealth Management, Inc. 6.500 0,00 643 -0,92
2026-05-11 13F Rock Creek Group, LP 589.149 0,81 58.485 0,20
2026-05-12 13F Gouws Capital LLC 4.000 0,00 397 -0,50
2026-04-30 13F Acorn Wealth Advisors, LLC 7.905 1,40 785 0,77
2026-05-13 13F Mariner, LLC 13.748.217 13,99 1.364.774 13,30
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 3.674 0,00 365 -0,55
2026-05-11 13F Fountainhead AM, LLC 7.688 12,28 763 11,71
2026-05-01 13F United Bank 5.793 0,00 575 -0,52
2026-05-06 13F GatePass Capital, LLC 17.056 -5,38 1.693 -5,94
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 21.439 -1,33 2.128 -1,94
2026-04-30 13F Elevated Capital Advisors, LLC 58 0,00 6 0,00
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 7.055 -20,22 700 -20,72
2026-05-13 13F Avail Investment Partners, LLC 45.751 5
2026-05-05 13F Sanctuary Advisors, LLC 291.732 1,57 28.960 0,96
2026-05-15 13F National Bank Of Canada /fi/ 192.866 159,02 19.145 157,46
2026-05-08 13F Sound Financial Strategies Group, LLC 160.804 16,59 15.963 15,88
2026-05-06 13F MorganRosel Wealth Management, LLC 41.197 -18,91 4.090 -19,41
2026-05-08 13F New England Private Wealth Advisors LLC 23.703 27,10 2.353 26,32
2026-05-01 13F Miller Financial Services LLC 14.900 -0,93 1.479 -1,53
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.686 33,76 267 33,00
2026-04-21 13F Curat Global, LLC 0 -100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 150.961 5,80 14.986 5,15
2026-05-14 13F Karpus Management, Inc. 3.385 -1,46 336 -2,04
2026-04-28 13F TritonPoint Partners, LLC 34.253 -14,10 3.400 -14,62
2026-05-13 13F Edgemoor Investment Advisors, Inc. 22.836 35,47 2.267 34,64
2026-04-23 13F Bigelow Investment Advisors, LLC 34.624 6,32 3.437 5,69
2026-04-17 13F Morris Financial Concepts, Inc. 2.404 -0,12 239 -0,83
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 250.944 43,55 24.911 42,33
2026-04-14 13F Well Done, LLC 11.605 1.152
2026-05-18 13F Arkadios Wealth Advisors 86.786 517,96 8.615 514,48
2026-04-10 13F Oxinas Partners Wealth Management LLC 48.525 42,91 4.817 42,05
2026-04-13 13F Garrett Investment Advisors LLC 30.488 -2,61 3.027 -3,20
2026-05-04 13F Citizens National Bank Trust Department 220 0,00 22 0,00
2026-05-01 13F Thrivent Financial For Lutherans 787.731 8,73 78 8,33
2026-05-14 13F Phillips Wealth Planners LLC 13.463 -0,46 1.332 -1,55
2026-05-11 13F Great Valley Advisor Group, Inc. 321.837 2,54 31.949 1,92
2026-05-12 13F Colonial Trust Advisors 193.857 12,70 19.244 12,01
2026-05-13 13F Freestone Capital Holdings, LLC 948.439 12,59 94.152 11,90
2026-05-07 13F Cutler Investment Counsel Llc 3.336 0,66 331 0,00
2026-05-07 13F CVS HEALTH Corp 149.700 14.861
2026-04-10 13F Voisard Asset Management Group, Inc. 5.582 -0,04 554 -0,54
2026-04-22 13F Quattro Financial Advisors Llc 50.809 8,90 5.044 8,24
2026-05-15 13F Summit Financial, LLC 321.111 5,01 31.877 4,37
2026-04-08 13F Sharper & Granite LLC 61.125 6,13 6.068 5,48
2026-05-04 13F MB Generational Wealth, LLC 2.052 -31,62 204 -32,11
2026-04-27 13F TCI Wealth Advisors, Inc. 210.411 -1,34 20.887 -1,94
2026-04-29 13F Cvfg Llc 8.400 834
2026-04-20 13F Bennett Associates Wealth Management 38.303 4,44 3.802 3,82
2026-05-04 13F Clear Investment Research, Llc 735 73
2026-05-11 13F Empirical Asset Management, LLC 24.200 10,48 1.888 13,06
2026-05-06 13F Catalyst Capital Advisors LLC 131.526 11,00 13.057 10,32
2026-05-13 13F Scotia Capital Inc. 488.227 4,00 48.466 3,36
2026-04-17 13F HHM Wealth Advisors, LLC 1.595 2,90 158 2,60
2026-05-14 13F Allworth Financial LP 558.142 7,71 55.407 7,05
2026-04-24 13F Midwest Capital Advisors, LLC 2.007 -0,40 199 -1,00
2026-05-01 13F American Trust 3.917 -16,66 389 -17,27
2026-04-29 13F Odyssey Capital Advisors, Inc. 3.050 -12,76 303 -13,47
2026-04-13 13F Farrell Financial LLC 6.284 -19,77 624 -20,33
2026-05-01 13F Keener Financial Planning LLC 2.028 -2,36 0
2026-04-22 13F Networth Advisors, LLC 1.018 -34,62 101 -34,84
2026-04-21 13F OneAscent Financial Services LLC 13.212 171,57 1.312 170,31
2026-05-07 13F Rothschild Investment Llc 3.686 67,93 366 66,67
2026-05-04 13F Brookwood Investment Group LLC 4.615 59,52 458 59,03
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-05 13F Ethos Financial Group, LLC 9.874 29,84 980 28,99
2026-05-12 13F Elite Financial, Inc. 2.868 -3,34 0
2026-05-22 13F Wellington Grp LLC 1.251 188,25 124 188,37
2026-04-15 13F DecisionMap Wealth Management, LLC 26.208 -20,34 2.602 -20,85
2026-05-05 13F Evergreen Advisors, LLC 8.101 0,00 804 -0,62
2026-05-13 13F Prestige Wealth Management Group LLC 14 0,00 1 0,00
2026-04-27 13F FSM Wealth Advisors, LLC 2.908 0,00 289 -0,69
2026-05-05 13F Strategic Investment Management, Llc 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 620.617 5,77 61.609 5,12
2026-04-17 13F Ignite Planners, LLC 18.606 -2,77 1.961 2,35
2026-04-10 13F Pure Financial Advisors, Inc. 285.179 4,51 28.310 3,87
2026-05-04 13F Procyon Private Wealth Partners, LLC 12.085 7,46 1.200 6,77
2026-04-27 13F/A New World Advisors LLC 4.166 0,12 414 -0,48
2026-04-08 13F McNaughton Wealth Management, LLC 22.369 -7,76 2.221 -8,34
2026-05-15 13F Punch & Associates Investment Management, Inc. 300 0,00 30 0,00
2026-02-06 13F Morling Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Gables Capital Management Inc. 3.000 0,00 298 -0,67
2026-04-24 13F Peregrine Asset Advisers, Inc. 3.591 -2,55 356 -3,26
2026-05-06 13F Heartland Advisors Inc 53.327 39,39 5.294 38,52
2026-05-14 13F Advisory Alpha, LLC 9.398 -1,62 933 -2,20
2026-05-12 13F Planwiser Financial, Llc 7.316 -66,30 729 -66,45
2026-04-15 13F Compagnie Lombard Odier SCmA 47.617 0,00 4.727 -0,61
2026-04-21 13F Falcon Wealth Planning 2.581 24,03 256 23,67
2026-05-12 13F Palumbo Wealth Management LLC 5.734 0,00 569 -0,52
2026-05-14 13F Acorns Advisers, LLC 13.469.227 2,18 1.337 1,60
2026-04-29 13F Ak Global Asset Management, Llc 0 -100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 141.385 -2,23 14.035 -2,82
2026-05-11 13F Inspire Trust Co, N.a. 4.486 0,00 445 -0,67
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 1.192 0,68 118 0,00
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 21.541 -18,61 2.138 -19,11
2026-05-08 13F Smithfield Trust Co 418.434 6,11 42 5,13
2026-05-15 13F Markin Asset Management, LP 294.385 116,85 29.224 115,52
2026-04-09 13F OFS Enterprise LLC 119.100 11.823
2026-04-09 13F Dorato Capital Management 748 0,00 74 -1,33
2026-04-28 13F Fundamentun, Llc 10.172 0,98 1.010 0,30
2026-05-15 13F 3EDGE Asset Management, LP 2.213 0,00 220 -0,90
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 7.752 2,80 770 2,12
2026-04-20 13F Boyd Wealth Management, LLC 14.196 -1,16 1.409 -1,74
2026-05-04 13F HBW Advisory Services LLC 2.792 10,27 277 9,92
2026-05-15 13F Intrepid Capital Management Inc 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 1.553 6,44 154 6,21
2026-05-12 13F Kingsview Wealth Management, LLC 1.668.749 29,46 165.657 28,67
2026-05-08 13F HFG Advisors, Inc. 3.044 0,00 302 -0,66
2026-04-20 13F MBM Wealth Consultants, LLC 139 14
2026-05-13 13F Laffer Investments 0 -100,00 0
2026-05-14 13F Orion Capital Management LLC 0 -100,00 0
2026-05-15 13F RMB Capital Management, LLC 15.471 -22,49 1.536 -22,98
2026-05-13 13F PKS Advisory Services, LLC 43.147 -7,81 4.289 -8,26
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 3.057.730 -60,63 303.541 -60,87
2026-05-20 13F SOA Wealth Advisors, LLC. 3.752 8,38 372 7,83
2026-04-20 13F McKinley Carter Wealth Services, Inc. 620.277 3,20 61.575 2,57
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-04 13F MTC Wealth Management LLC 449.187 8,90 44.591 8,24
2026-05-15 13F Talon Private Wealth, LLC 6.118 96,66 607 97,08
2026-05-08 13F Russell Investments Group, Ltd. 2.729.403 0,64 270.948 0,03
2026-05-15 13F Purpose Unlimited Inc. 24.322 7,28 2.414 6,63
2026-02-17 13F Tolleson Wealth Management, Inc. 9.208 -0,42 920 -0,86
2026-05-07 13F Beta Wealth Group, Inc. 6.046 1,00 600 0,50
2026-04-14 13F Madrona Financial Services, LLC 27.862 -11,59 2.766 -12,14
2026-05-14 13F Financial Advisors Network, Inc. 2.389 2,62 237 2,16
2026-05-13 13F Protective Life Corp 2.581 256
2026-04-27 13F Financial Services Advisory Inc 60.608 40,44 6.017 39,58
2026-04-24 13F Able Wealth Management LLC 0 -100,00 0
2026-05-06 13F Advisortrust Partners, Llc 6.818 28,64 677 27,79
2026-05-14 13F Bakala Capital Management LLC 16.795 0,64 1.667 0,06
2026-05-15 13F Cresset Asset Management, LLC 391.936 16,52 38.907 15,81
2026-06-01 13F Flagship Wealth Advisors, Llc 1.496 0,00 148 -0,67
2026-05-12 13F Reyes Financial Architecture, Inc. 9.372 6,58 930 5,92
2026-04-20 13F ABLE Financial Group, LLC 7.556 -4,64 750 -5,18
2026-05-07 13F Capital Performance Advisors Llp 379.390 11,18 37.662 10,50
2026-04-28 13F Northstar Group, Inc. 3.630 0,00 360 -0,55
2026-05-05 13F Golden Bell Financial Planning LLC 58.384 0,29 5.796 -0,33
2026-05-15 13F Quantinno Capital Management LP 28.882 208,04 2.867 206,30
2026-04-10 13F Perfromance Wealth Partners, LLC 4.778 -7,60 474 -8,14
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2.801 15,60 278 14,88
2026-04-15 13F Brady Martz Wealth Solutions, LLC 2.384 -6,40 237 -7,09
2026-04-10 13F FORM Wealth Advisors, LLC 506.437 -34,93 50.274 -35,33
2026-04-23 13F First Pacific Financial 28 0,00 3 0,00
2026-04-30 13F Donaldson Capital Management, Llc 147.842 1,00 14.676 0,38
2026-05-05 13F HighTower Advisors, LLC 2.013.080 -11,19 199.839 -11,73
2026-04-29 13F Greenwood Capital Associates Llc 141.303 4,26 14.027 3,63
2026-05-13 13F Syon Capital Llc 394.329 37,36 39.145 36,53
2026-04-27 13F Actinver Wealth Management, Inc. 0 -100,00 0
2026-05-13 13F Ingalls & Snyder Llc 11.834 0,00 1 0,00
2026-05-04 13F 1 North Wealth Services Llc 18 0,00 2 0,00
2026-04-23 13F Partners Wealth Management, Llc 0 -100,00 0
2026-05-11 13F Collier Financial 384 0,79 38 0,00
2026-04-23 13F Bell Bank 656.447 6,50 65.165 5,85
2026-02-11 13F Parallel Advisors, LLC 261.673 2,44 26.136 2,06
2026-05-13 13F American Financial Advisors, LLC 2.217 -2,81 220 -3,08
2026-04-28 13F Whittier Trust Co 62.143 0,00 6.155 -0,97
2026-04-24 13F Root Financial Partners, LLC 1.732 4.230,00 172 5.600,00
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-01-21 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F BWM Planning, LLC 7.845 0,00 779 -0,64
2026-05-06 13F Leuthold Group, Llc 42.755 0,00 4.244 -0,61
2026-05-15 13F Brasada Capital Management, Lp 6.171 -17,71 611 -18,32
2026-05-01 13F Strategic Wealth Advisors LLC 771 8,59 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2026-05-12 13F First American Trust, Fsb 30.531 -16,86 3.031 -17,37
2026-04-13 13F Kmg Fiduciary Partners, Llc 100.110 4,67 9.938 4,03
2026-04-27 13F Wbh Advisory Inc 52.656 29,33 5.213 28,18
2026-04-22 13F Wetzel Investment Advisors, Inc. 3.059 0,03 304 -0,66
2026-04-22 13F Caldwell Trust Co 145.705 7,51 14.464 6,86
2026-05-05 13F Net Worth Advisory Group 22.021 -2,11 2.186 -2,67
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-05 13F Williams Jones Wealth Management, LLC. 2.900 -20,68 288 -21,37
2026-05-12 13F Entrust Financial Llc 2.614 50,32 259 49,71
2026-05-14 13F Aries Wealth Management 27.057 3,02 2.686 2,36
2026-04-13 13F Winthrop Advisory Group LLC 7.966 -14,17 791 -14,78
2026-05-05 13F Noesis Capital Mangement Corp 2.787 -5,40 277 -6,12
2026-04-03 13F Box Hill Private Wealth LLC 0 -100,00 0
2026-05-15 13F Asset Management Group, Inc. 25.418 0,48 2.523 -0,12
2026-04-09 13F Thrive Wealth Management, LLC 6.521 -26,88 647 -27,30
2026-04-10 13F Revolve Wealth Partners, LLC 6.347 -33,69 630 -34,03
2026-05-06 13F Zhang Financial LLC 898.297 97,09 89.174 95,89
2026-05-15 13F Brooks, Moore & Associates, Inc. 12.000 -6,25 1.191 -6,81
2026-04-16 13F Security National Bank 0 -100,00 0
2026-04-20 13F Hoxton Planning & Management, LLC 28.730 4,45 2.852 3,82
2026-04-20 13F C2C Wealth Management, LLC 23.255 0,19 2.309 -0,43
2026-05-04 13F Avantax Planning Partners, Inc. 76.250 -5,83 7.569 -6,41
2026-05-14 13F Ieq Capital, Llc 120.280 1,04 11.940 0,42
2026-05-13 13F Daner Wealth Management, LLC 2.280 -2,98 225 -5,08
2026-05-14 13F Main Management LLC 108.682 43,42 11 42,86
2026-04-14 13F New Capital Management LP 2.117 0,00 210 -0,47
2026-04-27 13F PFG Investments, LLC 48.198 0,38 4.785 -0,23
2026-05-15 13F Fairview Capital Investment Management, Llc 281.821 -0,66 27.976 -1,27
2026-05-01 13F Ferguson Wellman Capital Management, Inc 1.700.375 168.796
2026-04-29 13F Clearwave Capital, LLC 9.316 -0,42 925 -1,07
2026-04-15 13F Apex Wealth Management, LLC 60.458 2.903,38 6.002 2.885,57
2026-05-14 13F Missouri Trust & Investment Co 2.967 12,73 295 12,21
2026-04-08 13F Accel Wealth Management 49.321 18,10 4.896 17,38
2026-04-17 13F Aspen Capital Management, LLC 2.260 1,39 224 0,90
2026-04-17 13F BAM Wealth Management, LLC 2.113 -34,64 210 -35,09
2026-04-21 13F HCR Wealth Advisors 3.795 0,00 377 -0,79
2026-05-07 13F Nordwand Advisors, LLC 7.253 0,37 720 -0,14
2026-05-08 13F Moors & Cabot, Inc. 2.062 205
2026-04-17 13F Prentice Wealth Management LLC 651.758 7,69 64.700 7,03
2026-04-20 13F Clune & Associates, Ltd. 11.280 -34,24 1.120 -34,68
2026-04-29 13F/A True Link Financial Advisors, LLC 4.860 -5,47 482 -6,04
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 6.124 0,00 608 -0,65
2026-05-22 13F Coastline Complete Wealth LLC 7.755 770
2026-04-27 13F Victory Financial Group, Llc 5.855 0,88 581 0,35
2026-05-01 13F Clarity Financial LLC 18.253 -3,62 1.812 -4,23
2026-05-06 13F German American Bancorp, Inc. 6.288 58,55 624 57,58
2026-04-17 13F Kentucky Trust Co 194 0,00 19 0,00
2026-01-28 13F Boston Trust Walden Corp 0 -100,00 0 -100,00
2026-05-12 13F Americana Partners, LLC 13.465 0,97 1.337 0,38
2026-04-06 13F Rosenberg Matthew Hamilton 2.418 -21,85 240 -22,33
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 176.846 501,50 17.555 497,92
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 1.353.980 0,18 134.410 -0,44
2026-04-22 13F Gemmer Asset Management LLC 11.964 -81,29 1.188 -81,41
2026-04-29 13F Es4, Llc 154.657 0,64 15.353 0,03
2026-05-12 13F Stifel Financial Corp 7.319.250 -2,49 726.583 -3,09
2026-04-22 13F Sterling Capital Management LLC 141 0,00 14 -7,14
2026-04-16 13F Prairiewood Capital, LLC 8.203 6,04 814 5,44
2026-05-04 13F AMG National Trust Bank 33.467 14,57 3.322 13,88
2026-04-20 13F LVW Advisors, LLC 5.912 49,67 587 48,73
2026-05-15 13F Strategies Wealth Advisors, LLC 11.524 150,79 1.144 149,56
2026-05-11 13F Founders Financial Alliance, LLC 2.658 236,46 264 237,18
2026-04-15 13F Asset Allocation & Management Company, LLC 5.692 0,00 1
2026-04-16 13F Allegheny Financial Group LTD 2.016 -2,70 200 -3,38
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-06 13F Acima Private Wealth, Llc 101.121 1,75 10.038 1,14
2026-04-28 13F Core Wealth Management, Inc. 24.077 0,00 2.390 -0,58
2026-05-05 13F PFG Advisors 116.397 -1,05 11.555 -1,65
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 2.572 -83,15 255 -83,27
2026-05-08 13F Middleton & Co Inc/ma 3.250 0,00 323 -0,62
2026-05-11 13F Valpey Financial Services, LLC 29.407 2,24 2.919 1,64
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 52.943 0,11 5.256 -0,51
2026-05-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2026-04-20 13F L.K. Benson & Company, P.C. 22.853 0,47 2.269 -0,13
2026-04-24 13F Merited Wealth, LLC 59.742 101,59 5.931 100,41
2026-05-01 13F International Assets Investment Management, Llc 19.523 2,36 1.933 1,42
2026-04-17 13F Astoria Strategic Wealth, Inc. 71.100 -0,19 7.058 -0,79
2026-05-11 13F Gr Financial Group, Llc 3.543 0,62 352 0,00
2026-04-28 13F Topor & Co. Korea 27.373 -22,57 2.717 -23,05
2026-04-09 13F Life Line Wealth Management Llc 4.352 2,23 432 1,41
2026-01-14 13F ORG Partners LLC 8.937 15,11 893 12,91
2026-05-20 13F SHUTTLEWORTH & Co 20.421 59,74 2.027 58,86
2026-05-07 13F Hollencrest Capital Management 26.570 10,47 2.638 9,78
2026-04-08 13F Sandbox Financial Partners, LLC 2.878 0,35 286 -0,35
2026-02-06 13F Investment House Llc 0 -100,00 0
2026-04-10 13F Octavia Wealth Advisors, LLC 613.783 112,41 60.930 111,12
2026-05-05 13F Northstar Financial Companies, Inc. 2.588 0,04 257 -0,78
2026-04-14 13F Kozak & Associates, Inc. 788 0,00 78 0,00
2026-05-14 13F Meridian Wealth Partners, LLC 943.173 4,20 93.629 3,57
2026-04-07 13F Retirement Wealth Solutions LLC 24.420 -0,68 2.424 -1,26
2026-04-23 13F Financial & Tax Architects, LLC 102.613 -10,98 10.186 -11,53
2026-05-26 13F Axiom Investment Management LLC 0 -100,00 0
2026-04-30 13F Titleist Asset Management, Llc 11.130 29,89 1.105 29,12
2026-05-08 13F Vontobel Holding Ltd. 4.480 -14,34 445 -14,94
2026-04-24 13F Palouse Capital Management, Inc. 0 -100,00 0
2026-05-08 13F Tillman Hartley LLC 66.765 -5,79 6.628 -6,37
2026-04-02 13F Aspect Partners, LLC 54.321 4,78 5.392 4,13
2026-05-07 13F Avidian Wealth Solutions, LLC 57.614 0,82 5.719 0,21
2026-04-14 13F Capital Asset Managemnet, LLC 13.589 0,19 1.349 -0,44
2026-05-06 13F Sentinus, LLC 157.233 15,01 15.609 14,31
2026-05-11 13F Thompson Siegel & Walmsley Llc 23.193 4,10 2 0,00
2026-04-22 13F Qp Wealth Management, Llc 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 2.726 -0,29 271 -1,10
2026-05-11 13F Atlas Capital Advisors Llc 79 8
2026-04-17 13F Buffalo Business & Estate Services Ltd 427.728 -2,64 42.461 -3,24
2026-04-15 13F Valley National Advisers Inc 259 0,00 0
2026-05-12 13F Benjamin Edwards Inc 235.405 -0,34 23.369 -0,95
2026-05-06 13F Kitching Partners, Llc 7.617 0,65 756 0,13
2026-04-20 13F Auour Investments LLC 22.889 4,39 2.272 3,79
2026-05-08 13F Atlantic Family Wealth, Llc 8.120 -17,80 806 -18,26
2026-05-08 13F Steward Partners Investment Advisory, Llc 3.751.130 -5,79 372.375 -6,36
2026-04-02 13F Ares Financial Consulting, LLC 945 11,83 94 10,71
2026-04-07 13F Central Pacific Bank - Trust Division 6.257 0,00 621 -0,48
2026-04-07 13F Park Avenue Securities Llc 661.534 3,65 66 3,17
2026-04-21 13F Polaris Investment Advisors, LLC 0 -100,00 0
2026-04-22 13F Aua Capital Management, Llc 40.224 63,15 3.993 62,19
2026-05-15 13F Mission Wealth Management, Lp 14.285 -19,18 1.418 -19,66
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-05-12 13F Sovereign Investment Advisors, LLC 69.618 1,32 6.911 0,71
2026-04-20 13F Skyline Advisors, Inc. 15.844 -15,64 1.573 -16,16
2026-04-22 13F Clear Creek Financial Management, LLC 22.235 379,51 2.207 376,67
2026-05-13 13F Alesco Advisors Llc 13.647 0,00 1.355 -0,66
2026-02-18 13F Financial Advisory Service, Inc. 6.458 20,22 645 19,89
2026-04-15 13F Peddock Capital Advisors, Llc 174.152 5,44 17.288 4,79
2026-05-06 13F MTM Investment Management, LLC 140 14
2026-04-23 13F American National Bank 28.749 -2,42 2.854 -3,03
2026-05-14 13F Vernal Point Advisors, LLC 23.009 -18,94 2.284 -19,41
2026-04-20 13F Joel Adams & Associates, Inc. 183.207 -5,81 18.187 -6,39
2026-05-08 13F Wealthedge Investment Advisors, Llc 91.317 1.200,26 9.065 1.193,15
2026-04-27 13F LCW Services, LLC 5.654 32,10 561 31,38
2026-05-08 13F Bokf, Na 569.092 6,82 56.494 6,16
2026-05-12 13F Aspiriant, Llc 224.361 16,02 22.272 15,31
2026-05-06 13F Bessemer Group Inc 28.210 -44,64 3 -60,00
2026-02-12 13F Cibc World Markets Corp 71.580 5,88 7.149 6,61
2026-04-02 13F Horizons Wealth Management Put 3.600 0,00 357 -0,56
2026-04-02 13F Horizons Wealth Management 13.494 -0,56 1.340 -1,18
2026-05-15 13F Cypress Capital Group 35.741 32,88 3.548 32,09
2026-04-06 13F GAMMA Investing LLC 326 -9,94 32 -11,11
2026-05-15 13F New England Asset Management Inc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 269.206 20,22 26.651 19,16
2026-05-12 13F Frisco Financial Planning LLC 91.409 -24,86 9.074 -25,32
2026-04-08 13F Emergent Wealth Advisors, LLC 86.390 -16,18 8.576 -16,69
2026-04-22 13F Coastal Investment Advisors, Inc. 12.390 2,87 1.230 2,25
2026-04-30 13F Primoris Wealth Advisors, Llc 0 -100,00 0
2026-05-11 13F Financial Perspectives, Inc 180 -5,26 18 -5,56
2026-04-22 13F MFA Wealth Services 12.392 -0,13 1.230 -0,73
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 76.655 3,74 7.612 3,12
2026-05-15 13F National Philanthropic Trust 1.807.317 18,53 179.412 17,80
2026-05-27 13F Alpha Capital Advisors Inc /adv 24.449 4,88 2.427 3,94
2026-05-04 13F Summit Wealth Group, LLC 67.872 -2,24 6.738 -2,84
2026-05-06 13F LPL Financial LLC 13.878.686 -1,47 1.377.737 -2,07
2026-05-11 13F OpenArc Corporate Advisory, LLC 57.363 57,37 5.694 56,43
2026-02-13 13F Clearview Wealth Advisors LLC 2.554 -12,86 255 -12,97
2026-05-12 13F Wood Tarver Financial Group, LLC 4.179 0,22 0
2026-05-07 13F NWK Group, Inc. 7.914 -0,11 786 -0,76
2026-05-13 13F Keystone Financial Group 2.194 0,18 218 -0,46
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 24.142 -0,23 2.397 -0,83
2026-05-13 13F D L Carlson Investment Group Inc 154.284 -10,30 15.316 -10,85
2026-05-15 13F 1607 Capital Partners, LLC 271.133 -24,76 26.915 -25,22
2026-05-19 13F Western Wealth Management, LLC 42.580 11,50 4.227 10,80
2026-04-29 13F Harbour Capital Advisors, LLC 2.325 12,65 232 12,14
2026-05-01 13F Harwood Advisory Group, LLC 1.057 0,19 105 0,00
2026-05-01 13F Hantz Financial Services, Inc. 1.987.106 41,36 197 40,71
2026-05-13 13F Archvest Wealth Advisors, Inc. 0 -100,00 0
2026-05-15 13F 10Elms LLP 2.275 226
2026-05-27 13F Tenret Co LLC 2.990 0,00 297 -0,67
2026-04-29 13F Steele Capital Management, Inc. 952.311 2,03 94.536 1,40
2026-04-27 13F Mount Yale Investment Advisors, LLC 104.623 13,78 10.386 13,08
2026-04-03 13F Coastline Trust Co 94.726 -10,04 9.403 -10,59
2026-05-13 13F American Investment Services, Inc. 22.794 11,70 2.263 10,99
2026-05-01 13F Innovative Wealth Building LLC 35.814 -1,77 3.555 -2,36
2026-02-06 13F GPS Wealth Strategies Group, LLC 7.521 -95,09 751 -95,11
2026-05-11 13F/A GFS Advisors, LLC 5.200 0,00 516 -0,58
2026-04-17 13F Swp Financial Llc 6.079 106,00 603 105,10
2026-05-08 13F Prime Capital Investment Advisors, LLC 3.679.473 -24,99 365.261 -25,45
2026-04-22 13F Princeton Global Asset Management LLC 8.115 -30,88 806 -31,31
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-05 13F Frazier Financial Advisors, LLC 451 45
2026-05-05 13F Beaumont Financial Advisors, LLC 0 -100,00 0
2026-04-22 13F Genesee Capital Advisors, LLC 10.239 0,64 1.016 0,00
2026-04-30 13F Colton Groome Financial Advisors, Llc 267.352 8,84 26.540 8,18
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 130.590 6,48 12.964 5,83
2026-05-21 13F Raab & Moskowitz Asset Management LLC 2.437 -0,16 242 -0,82
2026-05-14 13F Chancellor Financial Group WB LP 3.137 -28,75 311 -29,16
2026-04-14 13F Value Investment Professionals, LLC 10.168 47,32 1.009 46,44
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0 -100,00
2026-05-14 13F Dorsey & Whitney Trust CO LLC 13.920 13,84 1.382 13,10
2026-05-05 13F Clear Harbor Asset Management, LLC 13.090 1.299
2026-05-05 13F Thayer Partners, LLC / MA 212.801 3,40 21.125 2,76
2026-04-22 13F Abundance Wealth Counselors 11.224 1,08 1.114 0,45
2026-04-27 13F Charter Capital Management, LLC\DE 39.043 4,76 3.876 4,11
2026-04-28 13F Flagship Harbor Advisors, Llc 375.840 -12,41 37.310 -12,95
2026-05-12 13F Ark & Tlk Investments, Llc 13.852 39,09 1.375 38,33
2026-04-30 13F Private Trust Co Na 33.008 4,35 3.277 3,70
2026-05-14 13F White Lighthouse Investment Management Inc. 4.604 43,25 457 42,37
2026-04-28 13F MBL Wealth, LLC 4.460 -33,78 443 -34,23
2026-05-14 13F Schroder Investment Management Group 131.987 -8,39 13.072 -9,38
2026-04-22 13F Onyx Bridge Wealth Group LLC 137.740 -8,45 13.673 -9,00
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-05-15 13F Tradition Wealth Management, LLC 36.831 -1,50 3.656 -2,09
2026-05-05 13F Sandy Cove Advisors, LLC 134.923 1,02 13.394 0,40
2026-04-07 13F Attessa Capital LLC 4.925 -1,16 489 -1,81
2026-05-15 13F TCG Advisory Services, LLC 51.174 719,05 5.080 714,10
2026-04-28 13F Nbt Bank N A /ny 105.243 919,70 10.447 23,47
2026-05-12 13F TIAA Wealth Investment Management LLC 1.842.892 182.520
2026-05-06 13F Dunhill Financial, LLC 7.867 781 -26,39
2026-05-08 13F Marshall Investment Management, Llc 357 35
2026-05-14 13F North Ridge Wealth Advisors, Inc. 286 -21,21 28 -22,22
2026-05-15 13F Intelligence Driven Advisers, LLC 15.534 -12,93 1.542 -13,42
2026-05-07 13F Lowe Brockenbrough & Co Inc 483.698 8,66 48.017 7,99
2026-04-20 13F GSB Wealth Management, LLC 22.285 8,51 2.212 7,85
2026-04-09 13F Epiq Partners, Llc 72.759 -4,26 7.223 -4,85
2026-04-29 13F Penobscot Investment Management Company, Inc. 0 -100,00 0
2026-04-24 13F Kendall Capital Management 0 -100,00 0
2026-05-08 13F Blair William & Co/il 163.555 11,10 16.236 10,43
2026-02-10 13F Moment Partners, LLC 0 -100,00 0
2026-04-17 13F Signal Advisors Wealth, LLC 52.715 33,51 5.233 32,72
2026-05-12 13F Bank of Jackson Hole Trust 84 0,00 8 0,00
2026-04-16 13F Diversified Trust Co 240.736 2,35 23.898 1,73
2026-05-04 13F Modus Advisors, LLC 59.291 15,39 5.886 14,69
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-04-15 13F Avondale Wealth Management 11.568 0,03 1.148 -0,52
2026-04-13 13F Ullmann Financial Group, Inc. 42.191 -8,39 4.188 -9,55
2026-04-21 13F Wise Wealth Partners 50.406 1,94 5.004 1,32
2026-04-21 13F Creative Capital Management Investments LLC 3.716 0,00 369 -0,81
2026-04-30 13F Fidelity D & D Bancorp Inc 2.571 0,00 255 -0,39
2026-05-11 13F Schiavi & Co LLC 15.819 1,51 1.570 0,90
2026-04-08 13F Sax Wealth Advisors, Llc 50.763 0,00 5.070 0,00
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 12.046 2,36 1.196 1,70
2026-04-15 13F Wealthcare Capital Management Llc 16.220 -0,10 1.610 -0,68
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2.028 0,00 201 -0,50
2026-04-14 13F Austin Wealth Management, LLC 24.270 -2,52 2.404 -3,42
2026-04-09 13F Everhart Financial Group, Inc. 3.425 4,45 340 3,98
2026-04-22 13F Spire Wealth Management 306.747 6,20 30.451 5,55
2026-05-07 13F Conway Capital Management, Inc. 13.044 0,00 1.295 -0,61
2026-04-22 13F Pinnacle Bancorp, Inc. 16.441 -3,78 1.632 -4,34
2026-05-06 13F Deutsche Bank Ag\ 0 -100,00 0
2026-04-22 13F HFG Wealth Management, LLC 7.485 1,18 743 0,68
2026-06-01 13F Dala Group, LLC 8.522 846
2026-04-16 13F Vested Financial Planning, LLC 8.806 1,79 874 1,16
2026-05-04 13F Sentinel Wealth Management, Inc. 16.522 0,05 1.640 -0,55
2026-05-15 13F JT Stratford LLC 102.760 -4,34 10.201 -4,93
2026-04-17 13F BCS Wealth Management 131.879 -46,57 13.092 -46,89
2026-04-13 13F Invariant Investment Management 10.680 76,56 1.063 75,54
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 30 -99,49 3 -99,66
2026-05-04 13F Wsfs Capital Management, Llc 239.690 45,47 23.794 44,58
2026-04-22 13F Foundation Wealth Management, LLC\PA 3.550 0,00 352 -0,56
2026-04-13 13F Gradient Investments LLC 2.331 231
2026-04-30 13F Petix & Botte Co 1.687 -53,53 335 -7,46
2026-05-07 13F Mason Street Advisors, Llc 3.049.263 -1,87 302.700 -2,46
2026-04-10 13F Corepath Wealth Partners Llc 116.718 4,13 11.605 3,42
2026-04-17 13F Discipline Wealth Solutions, LLC 387.815 151,46 38.498 149,94
2026-05-04 13F V2 Financial group LLC 11.082 -2,57 1.100 -3,17
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-11 13F Biltmore Family Office, LLC 1.023 0,00 102 -0,98
2026-04-09 13F DHJJ Financial Advisors, Ltd. 325 0,00 32 0,00
2026-05-05 13F Bank of New York Mellon Corp 6.649.043 12,72 660.051 12,03
2026-01-16 13F Trust Co Of Vermont 2.144 12,08 214 12,04
2026-04-22 13F Parcion Private Wealth LLC 2.956 1,55 293 1,03
2026-04-09 13F P/E Global LLC 312.957 -25,57 31.067 -26,03
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17.229 1,31 1.710 0,71
2026-05-06 13F Wall Street Financial Group, Inc. 51.418 18,33 5.104 17,55
2026-05-15 13F Capstone Financial Advisors, Inc. 85.793 -2,56 8.517 -3,15
2026-05-04 13F Copia Wealth Management 331 0,00 33 -3,03
2026-05-15 13F Advisory Services Network, LLC 332.953 -4,95 33.052 -5,53
2026-04-07 13F Eastern Bank 1.016 -91,48 101 -91,60
2026-05-13 13F United Services Automobile Association 6.726.030 -22,93 667.693 -23,40
2026-05-04 13F Legacy Capital Group California, Inc. 8.609 0,63 855 0,00
2026-04-10 13F Lake Hills Wealth Management, LLC 20.622 -1,66 2.047 -2,24
2026-04-29 13F Your Advocates Ltd., LLP 618 -17,60 61 -17,57
2026-02-13 13F Seneschal Advisors, LLC 0 -100,00 0 -100,00
2026-05-04 13F Chicago Partners Investment Group LLC 102.028 7,67 10.163 7,14
2026-04-08 13F Warner Financial, Inc 5.192 0,04 515
2026-05-15 13F Armis Advisers, LLC 2.855 1,17 282 1,08
2026-05-14 13F Evergreen Capital Management Llc 18.775 0,00 1.864 -0,64
2026-05-15 13F Point Nemo Capital, LLC 0 -100,00 0
2026-01-30 13F BancorpSouth Bank 5.952 10,90 594 10,41
2026-05-01 13F New Republic Capital, LLC 2.690 16,91 267 16,16
2026-05-08 13F Firestone Capital Management 92.860 0,89 9.218 0,27
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2.709 0,04 269 -0,74
2026-04-17 13F Charter Trust Co 712.901 5,73 70.770 5,08
2026-04-28 13F Bravias Capital Group, LLC 3.031 0,10 301 -0,66
2026-05-08 13F Crestmont Private Wealth LLC 0 -100,00 0
2026-05-15 13F Gateway Wealth Partners, LLC 39.183 362,77 3.890 360,24
2026-05-15 13F Note Advisors, LLC 3.660 1,69 363 1,11
2026-04-09 13F Central Valley Advisors, Llc 5.601 556
2026-05-15 13F Bedell Frazier Investment Counseling, LLC 58.352 11,22 5.793 10,53
2026-04-27 13F Td Private Client Wealth Llc 494.966 0,61 49.135 -0,01
2026-04-17 13F Stewardship Advisors, LLC 27.830 -23,91 2.763 -24,39
2026-04-17 13F/A Capital Investment Advisors, LLC 15.993 5,91 1.588 5,24
2026-04-21 13F Sequent Planning LLC 291.946 11,41 28.982 10,73
2026-05-06 13F Cedar Point Capital Partners, LLC 9.746 3,70 967 3,09
2026-05-13 13F LM Advisors LLC 413 -2,82 4 0,00
2026-02-17 13F SageView Advisory Group, LLC 3.623.752 8,01 361.940 7,61
2026-04-23 13F Kagan Cocozza Asset Management 63.849 38,10 6.338 37,28
2026-05-06 13F Aire Advisors, Llc 2.995 297
2026-04-28 13F Lee Danner & Bass Inc 3.042 0,00 302 -0,66
2026-05-15 13F Mercer Global Advisors Inc /adv 39.348.759 8,52 3.906.151 7,86
2026-04-21 13F Nemes Rush Group LLC 1.044 0,00 104 -0,96
2026-05-18 13F South Dakota Investment Council 3.272.335 15,99 325 15,30
2026-02-05 13F Maxele Advisors, LLC 35.956 -0,32 3.591 -0,69
2026-04-13 13F Chesley Taft & Associates LLC 80.375 0,49 7.979 -0,13
2026-05-07 13F Crewe Advisors LLC 5.973 -1,82 593 -2,47
2026-04-15 13F Register Financial Advisors LLC 23.541 7,16 2.337 6,47
2026-04-21 13F Mesirow Financial Investment Management, Inc. 36.875 55,81 3.661 54,89
2026-05-13 13F Lantern Wealth Advisors, LLC 5.168 513
2026-04-02 13F Noble Wealth Management PBC 8 0,00 1
2026-05-14 13F Nicolet Bankshares Inc 163.511 1.190,43 16.230 1.183,00
2026-04-28 13F Indiana Trust & Investment Management CO 1.259 0,00 125 -0,80
2026-05-14 13F Zacks Investment Management 752.320 1,95 74.683 1,32
2026-04-24 13F Mann Financial Group, Inc. 134.838 -2,07 13.385 -2,66
2026-05-07 13F FourThought Financial Partners, LLC 59.149 -4,73 5.872 -5,32
2026-05-06 13F Avalon Trust Co 700 69
2026-04-09 13F Curated Wealth Partners LLC 0 -100,00 0
2026-04-24 13F EJMK Ventures LLC 10.429 -51,82 1.035 -52,13
2026-05-13 13F Choate Investment Advisors 6.374 -10,67 633 -11,24
2026-05-01 13F Abound Financial, Llc 2 0,00 0
2026-04-17 13F Summit Wealth Partners, LLC 176.054 -9,58 17.477 -10,14
2026-04-20 13F Cottage Street Advisors LLC 4.251 -1,78 422 -2,31
2026-04-23 13F Mayflower Financial Advisors, LLC 7.105 -3,84 705 -4,47
2026-05-15 13F PSI Advisors, LLC 24.359 120,80 2.418 119,62
2026-05-11 13F Rossby Financial, LCC 17.849 83,99 1.767 82,54
2026-04-21 13F FSA Investment Group, LLC 18.848 -2,58 1.871 -3,16
2026-05-01 13F Strategic Financial Partners, Ltd. 148.895 28,70 14.781 27,92
2026-05-18 13F Systematic Alpha Investments, LLC 72.000 0,00 7.147 -0,61
2026-05-11 13F First Financial Bankshares Inc 22.065 0,00 2.190 -0,59
2026-05-06 13F Palladiem, Llc 74.479 0,95 7.406 0,30
2026-05-08 13F Vanguard Advisers Inc 1.563 155
2026-04-20 13F BTC Capital Management, Inc. 10.340 0,00 1.026 -0,58
2026-04-20 13F Apella Capital, LLC 18.956 19,63 1.893 19,60
2026-05-08 13F Addison Advisors LLC 9.448 0,52 938 -0,11
2026-05-14 13F Gwn Securities Inc. 11.607 -16,78 1.152 -17,30
2026-05-14 13F Rockefeller Capital Management L.P. 468.618 15,47 46.520 14,76
2026-04-20 13F Echo45 Advisors LLC 2.815 0,00 279 -0,71
2026-05-14 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-15 13F ARS Wealth Advisors Group, LLC 2.604 10,15 258 9,32
2026-05-08 13F King Luther Capital Management Corp 10.523 1,91
2026-04-10 13F Waldron Private Wealth LLC 22.050 -4,67 2.189 -5,28
2026-04-29 13F Strategic Blueprint, LLC 20.611 2,24 2.046 1,64
2026-04-21 13F Laurel Oak Wealth Management, Llc 29.035 -0,64 2.882 -1,23
2026-04-08 13F Winter & Associates, Inc. 7.637 -12,59 756 -13,30
2026-05-13 13F Alamar Capital Management, LLC 74.293 -0,26 7.375 -0,86
2026-04-20 13F Fiduciary Alliance LLC 0 -100,00 0
2026-05-08 13F Endowment Wealth Management, Inc. 3.395 3,44 337 3,06
2026-04-15 13F Wealthcare Capital Partners, LLC 44.860 9,45 4.453 8,80
2026-04-28 13F Belpointe Asset Management LLC 107.007 87,00 10.623 85,86
2026-05-14 13F Capital Analysts, Inc. 72.010 370,87 7 600,00
2026-05-29 13F Keel Point, LLC 524.169 6,38 52.034 5,74
2026-05-05 13F Prairieview Wealth Partners, Llc 149.286 4,26 14.820 3,62
2026-04-22 13F TruNorth Capital Management, LLC 11.147 -1,62 1.107 -2,21
2026-04-27 13F Carter Financial Group, INC. 3.527 -0,59 350 -1,13
2026-04-24 13F National Asset Management, Inc. 45.587 -48,36 4.515 -48,81
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 162 -2,41 16 0,00
2026-04-07 13F City Center Advisors, LLC 11.546 51,72 1.146 50,79
2026-05-15 13F Moneda S.A. Administradora General de Fondos 42.523 -22,33 4.221 -22,81
2026-01-16 13F Oldfather Financial Services, LLC 117.091 14,24 11.695 13,82
2026-04-17 13F Vermillion Wealth Management, Inc. 239 0,42 24 0,00
2026-05-15 13F Tudor Investment Corp Et Al 13.409 37,54 1.331 36,79
2026-04-14 13F BayBridge Capital Group, LLC 260.844 0,00 26.053 0,00
2026-05-14 13F C M Bidwell & Associates Ltd 9.440 6,35 937 5,76
2026-05-08 13F Core Wealth Partners LLC 25.640 -0,44 2.545 -1,05
2026-02-02 13F McHugh Group, LLC 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 1.896.989 2,55 188.314 1,93
2026-05-12 13F LeConte Wealth Management, LLC 107.788 7,66 10.700 7,00
2026-05-04 13F Glassman Wealth Services 16 -96,20 2 -97,62
2026-04-16 13F Ironwood Financial, llc 43.732 -1,97 4.341 -2,80
2026-04-28 13F Southern Michigan Bank & Trust 200 20
2026-04-29 13F Presper Financial Architects, LLC 14.550 -2,47 1.444 -3,09
2026-04-30 13F Arista Wealth Management, LLC 30.038 2,97 2.982 2,33
2026-02-13 13F Nicolet Advisory Services, Llc 6.148 -52,76 615 -52,80
2026-04-01 13F Vigilare Wealth Management 6.621 -0,09 657 -0,61
2026-05-01 13F Pittenger & Anderson Inc 38 4
2026-05-12 13F Invesco Ltd. 58.137 -13,72 5.771 -14,24
2026-04-27 13F River's Edge Wealth Management, Llc 60.871 3,30 6.062 1,88
2026-05-11 13F Savvy Advisors, Inc. 675.703 17,01 67.077 16,29
2026-04-07 13F Cooper Financial Group 3.764 22,69 374 21,90
2026-05-15 13F Pursuit Wealth Strategies, Llc 42.242 6,53 4.193 5,88
2026-05-06 13F Hartland & Co., LLC 258.984 19,27 25.709 18,54
2026-05-07 13F Key Capital Management, INC 367 64,57 36 63,64
2026-04-10 13F Level Financial Advisors, Inc. 0 -100,00 0
2026-04-24 13F DB&C Advisors, LLC 2.698 -1,53 268 -2,20
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-23 13F North Star Investment Management Corp. 49.933 379,07 4.957 376,08
2026-05-01 13F Legacy Financial Strategies, LLC 465.781 0,90 46.238 0,28
2026-04-06 13F Versant Capital Management, Inc 59 0,00 6 0,00
2026-04-21 13F One Wealth Advisors, LLC 7.054 -12,00 700 -50,28
2026-04-17 13F RFG Advisory, LLC 75.246 -26,56 7.470 -27,02
2026-05-04 13F Geneos Wealth Management Inc. 112.583 -0,05 11.176 -0,65
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0 -100,00
2026-04-30 13F Pearl Planning LLC 7.427 -2,33 737 -2,90
2026-05-07 13F REDW Wealth LLC 69.449 -2,98 6.894 -3,57
2026-05-15 13F Capstone Wealth Management, Inc. 25.223 -0,85 2.501 -1,61
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-04-22 13F Promethium Advisors,llc 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 5.609 -30,18 557 -30,67
2026-05-14 13F Bank Of Hawaii 266.933 7,08 26.498 6,43
2026-04-15 13F City Holding Co 1.085 -26,29 108 -27,21
2026-04-23 13F Drucker Wealth 3.0, LLC 2.096 -46,33 208 -46,53
2026-05-08 13F Rik Saylor Financial, Inc. 26.505 0,05 2.631 -0,57
2026-05-05 13F Midwestern Financial, LLC /IA 98.565 18,01 9.785 17,29
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1.290 0,00 128 0,00
2026-05-14 13F Catalytic Wealth RIA, LLC 2.402 238
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 23.807 -1,04 2.363 -1,62
2026-05-15 13F Breakwater Investment Management 1.033 0,00 103 -0,97
2026-04-22 13F Benchmark Financial, LLC 2.161 214
2026-04-08 13F Sharkey, Howes & Javer 5.829 -31,38 579 -31,84
2026-04-10 13F Novem Group 2.097 -26,96 208 -27,27
2026-05-15 13F Delaware Management Holdings, Inc. 685.904 6,36 68.090 5,71
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-17 13F Stonehearth Capital Management, LLC 3.078 -1,54 306 -2,24
2026-05-13 13F Cetera Investment Advisers 15.252.353 -1,14 1.514.101 -1,74
2026-05-05 13F Factory Mutual Insurance Co 1.822.924 -55,50 180.962 -55,77
2026-04-14 13F Arvest Investments, Inc. 104 -98,40 10 -98,46
2026-05-13 13F Pioneer Family Office, LLC 130 -0,77
2026-04-20 13F KFA Private Wealth Group, LLC 82.375 4,38 8.177 3,74
2026-04-08 13F Lpwm Llc 59.613 53,15 5.918 52,23
2026-04-27 13F Tanglewood Legacy Advisors, LLC 202 0,50 20 0,00
2026-05-04 13F Evernest Financial Advisors, LLC 7.077 -1,57 704 -2,36
2026-04-28 13F Bfsg, Llc 5.741 -5,56 570 -6,26
2026-05-01 13F Citizens Financial Group Inc/ri 82.773 -9,50 8.217 -10,06
2026-05-06 13F Postrock Partners Llc 6.784 0,00 673 -0,59
2026-05-14 13F Evoke Wealth, Llc 609.491 -1,19 60.504 -1,79
2026-04-14 13F Juncture Wealth Strategies, Llc 92.182 5,02 9.151 4,38
2026-05-12 13F Fiera Capital Corp 7.722 -20,91 767 -21,44
2026-05-13 13F Ameritas Investment Partners, Inc. 356.797 0,57 35.419 -0,05
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-04-28 13F Atticus Wealth Management, Llc 2.653 0,11 263 -0,38
2026-05-08 13F Jackson Hole Capital Partners, LLC 73.633 4,37 7.310 3,73
2026-05-13 13F Federation des caisses Desjardins du Quebec 16.532 48,71 1.641 47,84
2026-04-08 13F Presidio Capital Management, LLC 12.423 8,20 1.233 7,59
2026-05-13 13F Argent Trust Co 11.183 50,19 1.110 49,39
2026-05-04 13F Lutz Financial Services LLC 209.147 -4,89 20.762 -5,46
2026-01-23 13F Stanich Group LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-06 13F May Hill Capital, LLC 14.786 19,23 1.468 18,50
2026-05-14 13F Blalock Williams, Llc 29.782 18,35 2.956 17,63
2026-05-14 13F EP Wealth Advisors, Inc. 3.190.653 14,75 316.736 14,05
2026-04-29 13F Patron Partners Advisors, Llc 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 3.474 -1,70 345 -2,27
2026-05-13 13F DRW Securities, LLC 11.733 1.165
2026-05-07 13F Little House Capital Llc 60.849 28,80 6.040 28,02
2026-04-22 13F Capital Investment Management, Inc. 20.485 3,95 2.034 3,30
2026-05-07 13F JMG Financial Group, Ltd. 18.713 -9,31 1.858 -9,85
2026-05-15 13F Blueprint Investment Partners LLC 33.335 -40,71 3.309 -41,07
2026-04-14 13F Tradewinds Capital Management, LLC 805 0,00 80 -1,25
2026-04-28 13F BLB&B Advisors, LLC 37.889 -21,22 3.761 -21,69
2026-05-13 13F Prudential Financial Inc 2.603.789 -7,10 258.478 -7,89
2026-05-05 13F Allspring Global Investments Holdings, LLC 1.148.966 -3,54 113.972 -4,20
2026-05-05 13F Cherry Tree Wealth Management, LLC 22.186 1,90 2.202 1,29
2026-05-08 13F Coldstream Capital Management Inc 1.316.830 3,35 130.722 2,71
2026-05-04 13F King Wealth 11.778 -2,22 1 0,00
2026-04-10 13F Charles Schwab Trust Co 705.761 1,62 70.061 1,00
2026-04-20 13F Segment Wealth Management, LLC 3.282 -10,98 326 -11,68
2026-04-23 13F Fairway Wealth LLC 27.075 -5,41 2.688 -5,98
2026-04-30 13F Mv Capital Management, Inc. 48.920 -80,55 4.856 -80,67
2026-05-15 13F Brookmont Capital Management 11.135 7,54 1.105 6,87
2026-04-14 13F Focus Financial Network, Inc. 608.432 3,82 60.399 3,19
2026-04-29 13F Childress Capital Advisors, Llc 10.646 1,02 1.057 0,38
2026-05-14 13F Mcguire Capital Advisors Inc 276 48,39 27 50,00
2026-05-12 13F Summit Trail Advisors, Llc 533.881 20,89 52.998 20,15
2026-04-21 13F E&G Advisors, LP 50.005 18,92 4.964 18,19
2026-05-14 13F Redwood Investment Management, Llc 6.686 7,03 1
2026-05-12 13F Garrison Point Advisors, Llc 12.462 3,10 1.237 2,49
2026-04-28 13F GM Advisory Group, Inc. 77.232 -1,39 7.667 -1,99
2026-05-01 13F TSA Wealth Managment LLC 4.594 -0,54 456 -1,08
2026-05-15 13F DT Investment Partners, LLC 34.507 -5,41 3.426 -5,98
2026-05-08 13F Sprott Inc. 5.320 5,10 528 4,55
2026-05-11 13F Umb Bank N A/mo 14.342 67,98 1.424 67,02
2026-04-08 13F Grove Bank & Trust 63.453 4,06 6.299 3,42
2026-05-04 13F Envestnet Asset Management Inc 44.575.170 23,90 4.424.930 23,14
2026-05-14 13F Miller Capital Partners, Inc. 23.145 -1,62 2.298 -2,21
2026-04-23 13F Summit Wealth Group Llc / Co 15.054 65,36 1.494 64,36
2026-05-01 13F Johnson Investment Counsel Inc 800.123 79.428
2026-05-07 13F Manuka Financial, LLC 3.977 -0,80 395 -1,50
2026-04-29 13F Walker Financial Services, Inc. 92.036 -26,05 9.136 -26,50
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-28 13F Compton Financial Group, LLC 32.522 -6,24 3.228 -6,81
2026-04-22 13F Apollon Wealth Management, LLC 67.029 20,93 6.654 20,20
2026-04-10 13F Financial Partners Group, Inc 168.131 -0,37 16.690 -1,23
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.993 8,20 198 7,65
2026-05-15 13F Sierra Capital LLC 23.529 26,59 2 100,00
2026-04-27 13F Simplify Asset Management Inc. 4.100.066 46,42 407.014 45,53
2026-05-15 13F Charles Schwab Investment Management Inc 6.570.711 -2,87 652.274 -3,47
2026-05-01 13F FDx Advisors, Inc. 83.040 -1,37 8 0,00
2026-05-18 13F Centaurus Financial, Inc. 3.285 -1,20 0
2026-05-05 13F Bluedoor Private Wealth, Llc 11.949 0,58 1.186 0,00
2026-04-22 13F Larry Mathis Financial Planning, LLC 30.101 -1,39 2.988 -1,97
2026-04-27 13F Transcendent Capital Group LLC 6.568 148,60 652 147,91
2026-05-05 13F Landing Point Financial Group, LLC 21.131 1,95 2.098 1,30
2026-05-12 13F Wescott Financial Advisory Group, LLC 117.871 10,35 11.701 9,67
2026-05-08 13F Wilkerson Advisory Group LLC 0 -100,00 0
2026-04-22 13F Keenan, LLC 24.702 3,44 2.478 3,86
2026-04-08 13F Selby Wealth Management, LLC 3.026 -5,76 300 -6,25
2026-05-11 13F Nomura Asset Management Co Ltd 8.870 -43,75 881 -44,13
2026-05-12 13F Cahill Financial Advisors Inc 2.346 -4,13 233 -4,92
2026-05-12 13F Tme Financial, Inc. 9.955 2,39 988 1,75
2026-04-09 13F Freestate Advisors LLC 135.192 1,61 13.421 0,99
2026-05-11 13F Madden Advisory Services, Inc. 7.296 9,85 724 9,20
2026-05-15 13F Integrated Wealth Concepts LLC 211.042 10,60 20.950 9,93
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100,00 0 -100,00
2026-04-15 13F Brendel Financial Advisors LLC 52.823 452,83 5.244 449,58
2026-04-03 13F Hickory Point Bank & Trust 29.500 -0,17 2.928 -0,78
2026-05-11 13F MCF Advisors LLC 63.087 1.227,59 6.263 1.221,10
2026-05-01 13F Avion Wealth 10.006 -1,74 1 -100,00
2026-04-15 13F Snider Financial Group 203.265 -13,43 20.178 -13,96
2026-04-20 13F Longview Financial Advisors LLC 3 0,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 2.608 -1,70 259 -2,64
2026-05-12 13F M&t Bank Corp 396.967 -25,42 39.407 -25,87
2026-04-07 13F Boltwood Capital Management 0 -100,00 0
2026-04-27 13F Tsfg, Llc 10.659 0,06 1 0,00
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 4.639 461
2026-05-08 13F Fortis Group Advisors, LLC 2.190 -0,50 217 -1,36
2026-05-15 13F Ancora Advisors, LLC 54.309 -0,69 5.391 -1,30
2026-04-10 13F Abound Wealth Management 480.838 5,93 47.733 5,28
2026-04-21 13F Towneley Capital Management, Inc / DE 2.066 0,00 205 -0,49
2026-04-30 13F Capstone Capital Management Ltd 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 14.115.260 -1,91 1.401.222 -2,51
2026-04-10 13F Lifestyle Asset Management, Inc. 393.707 136,63 39.083 135,18
2026-05-12 13F CBM Financial, LLC 67.714 3,57 6.761 2,52
2026-05-13 13F GSG Advisors LLC 0 -100,00 0
2026-01-29 13F Kickstand Ventures, Llc. 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 337.233 17,64 33.477 16,93
2026-04-27 13F 4wealth Advisors, Inc. 3.851 -0,72 381 -1,55
2026-04-01 13F First Financial Bank - Trust Division 4.544 5,33 451 4,88
2026-04-17 13F Sovereign Financial Group, Inc. 10.052 41,78 998 40,82
2026-05-15 13F Gould Capital, LLC 25 0,00 2 0,00
2026-04-15 13F DAVENPORT & Co LLC 45.647 7,34 4.531 6,69
2026-04-24 13F Center for Wealth Management Advisory 0 -100,00 0
2026-05-13 13F Pitcairn Wealth Advisors LLC 16.693 0,00 1.667 0,00
2026-04-08 13F FOCUS Wealth Advisors, LLC 12.595 0,00 1.250 -0,56
2026-04-27 13F Arrien Investments, Inc. 54.258 7,07 5.386 6,42
2026-04-29 13F Skopos Labs, Inc. 990.271 49,16 98.304 47,83
2026-05-07 13F Ironwood Investment Counsel, LLC 21.329 9,95 2.117 9,29
2026-06-01 13F Concorde Asset Management, LLC 2.270 -16,73 225 -17,28
2026-05-15 13F ARGI Investment Services, LLC 121.370 -25,85 12.048 -26,31
2026-05-13 13F NewEdge Wealth, LLC 327.394 4,21 32.500 3,58
2026-05-14 13F Prudential Plc 8.860 343,00 880 341,71
2026-05-12 13F Hrc Wealth Management, Llc 10.430 19,32 1.035 18,56
2026-05-15 13F Hancock Whitney Corp 272.190 -3,55 26.976 -4,29
2026-05-15 13F Fwl Investment Management, Llc 1.963 -31,07 195 -31,69
2026-04-21 13F WealthNavi Inc. 11.513.352 3,17 1.143 2,51
2026-04-28 13F Arbor Investment Advisors, LLC 407.435 1,63 40.446 1,01
2026-04-15 13F Gradient Capital Advisors, LLC 4.977 -0,84 494 -1,40
2026-05-15 13F Capitolis Liquid Global Markets Llc 177.300 17.601
2026-05-08 13F Summit Asset Management, LLC 311.757 8,91 30.948 8,25
2026-05-15 13F Cerity Partners LLC 8.902.771 11,40 883.778 10,72
2026-05-06 13F Mechanics Financial Corp 1.000 0,00 99 0,00
2026-04-17 13F Cora Capital Advisors Llc 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 3.719 3,22 369 2,79
2026-04-16 13F CWC Advisors, LLC. 0 -100,00 0
2026-05-21 13F BankChampaign, National Association 1.679 1.499,05 167 -0,60
2026-04-16 13F SG Americas Securities, LLC 67.167 -77,99 7 -80,00
2026-05-07 13F Forum Finance Group S.A. 880 0
2026-05-11 13F Wrapmanager Inc 220.586 3,95 21.898 3,31
2026-02-05 13F Disciplined Investments, LLC 0 -100,00 0
2026-04-08 13F WealthCare Investment Partners, LLC 4.736 25,29 469 24,40
2026-05-05 13F Atria Investments Llc 494.480 49,28 49.087 48,37
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.284.686 623.881
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-14 13F Wealthcare Advisory Partners LLC 405.504 4,99 40.254 4,35
2026-05-06 13F Frontier Asset Management, LLC 3.023 300
2026-04-21 13F Claro Advisors LLC 3.659 -1,93 363 -2,42
2026-04-30 13F Accredited Investors Inc. 33.966 11,01 3.372 10,31
2026-05-07 13F EPG Wealth Management LLC 40 0,00 4 0,00
2026-04-28 13F Tide Cove Capital Partners LLC 149.732 0,66 14.891 0,02
2026-04-28 13F Altfest L J & Co Inc 13.371 2,15 1.327 1,53
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 27.691 501,85 2.749 498,69
2026-05-14 13F Hrt Financial Lp 21.833 2
2026-04-27 13F Baer Investment Advisory LLC 5.855 581
2026-05-12 13F Ameritas Advisory Services, LLC 7.044 -59,48 699 -59,74
2026-05-14 13F Horizon Investments, LLC 529.396 113,75 52.198 111,02
2026-04-29 13F Marino, Stram & Associates Llc 3.247 7,13 322 6,62
2026-04-21 13F Wedbush Securities Inc 11.913 -1,46 1 0,00
2026-04-28 13F Canvas Wealth Advisors, LLC 58.034 4,67 5.761 4,05
2026-05-15 13F Citadel Advisors Llc Call 10.200 -48,22 1.013 -48,55
2026-05-13 13F NFP Retirement, Inc. 423.670 -39,60 42.058 -39,97
2026-04-24 13F TSG Advice Partners, LLC 11.872 -17,52 1.179 -18,02
2026-04-09 13F Somnio Financial Group, LLC 134.775 2,39 13.379 1,77
2026-04-22 13F Asset Allocation Strategies LLC 91.468 61,75 9.080 60,76
2026-04-16 13F Roble, Belko & Company, Inc 334 0,00 0
2026-04-20 13F Fonville Wealth Management LLC 15.671 -7,75 1.556 -8,31
2026-05-14 13F Integrity Financial Corp /WA 1.267 0,00 126 -0,79
2026-04-30 13F Red Cedar Investment Management, Llc 367.131 58,61 36.445 57,64
2026-02-06 13F Global Retirement Partners, LLC 421.304 5,58 42.080 5,19
2026-05-01 13F Sovran Advisors, LLC 78.439 4,73 7.773 3,56
2026-05-11 13F Easterly Investment Partners Llc 131.350 0,00 13.039 -0,61
2026-05-04 13F J.Safra Asset Management Corp 36.208 2,53 3.594 1,90
2026-03-04 13F Henson-Edgewater Management, LLC 89.336 8.923
2026-05-11 13F Partners in Financial Planning 5.714 0,11 567 -0,53
2026-05-15 13F/A Arrowroot Family Office, LLC 159.393 -6,69 15.823 -7,26
2026-04-17 13F Brave Asset Management Inc 399.490 4,38 39.657 3,74
2026-05-11 13F Integrity Alliance, Llc. 359.703 56,05 35.708 55,09
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-24 13F Key FInancial Inc 3.188 0,00 317 -0,63
2026-05-01 13F Global Assets Advisory, LLC 76.693 2,11 7.613 1,49
2026-04-08 13F Pines Wealth Management, LLC 2.689 0,49 267 -0,37
2026-04-13 13F True Wealth Design, LLC 89 -85,41 9 -86,67
2026-04-22 13F Silver Coast Investments LLC 93.497 3,77 9.281 3,15
2026-05-14 13F Dixon Mitchell Investment Counsel Inc. 16.497 0,00 1.638 -0,61
2026-04-16 13F XML Financial, LLC 24.010 -62,19 2.384 -62,43
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 13.487 1,54 1.339 0,90
2026-04-23 13F Simmons Bank 31.713 1,10 3.148 0,51
2026-04-28 13F Halter Ferguson Financial Inc. 17.563 0,00 1.743 -0,63
2026-05-14 13F Power Wealth Management Llc 5.468 -14,38 543 -14,91
2026-05-15 13F Citadel Advisors Llc Put 6.400 -15,79 635 -16,34
2026-05-05 13F Birchwood Financial Partners, Inc. 89 1,14 9 0,00
2026-05-15 13F Citadel Advisors Llc 501.401 -18,35 49.774 -18,85
2026-05-06 13F Goodman Financial Corp 4.048 0,00 402 -0,74
2026-05-12 13F Jane Street Group, Llc Call 17.300 -5,98 1.717 -6,53
2026-05-12 13F Jane Street Group, Llc Put 2.200 -31,25 218 -31,66
2026-05-12 13F Jane Street Group, Llc 2.411.981 239.437
2026-04-21 13F Hudson Oak Wealth Advisory LLC 39.290 3,82 3.900 3,20
2026-05-14 13F Sand Hill Global Advisors, LLC 660.811 -6,42 65.599 -6,99
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 2.360 -0,92 234 -1,27
2026-01-15 13F Range Financial Group LLC 0 -100,00 0 -100,00
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 10.863 -8,34 1.078 -8,88
2026-04-07 13F Legacy Private Trust Co. 215.767 -12,49 21.419 -13,03
2026-05-08 13F Strategic Financial Services, Inc, 5.765 572
2026-05-07 13F Disciplina Capital Management LLC 2.237.842 1,58 222.151 0,96
2026-05-07 13F Sagespring Wealth Partners, Llc 929.676 -96,20 92.289 -7,92
2026-04-16 13F Sentinel Pension Advisors Inc 4.006 8,95 398 8,17
2026-05-11 13F Palacios Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Richard W. Paul & Associates, LLC 68.830 -55,00 6.833 -55,28
2026-04-06 13F IFS Advisors, LLC 46.843 -1,80 4.650 -2,39
2026-05-06 13F Meridian Wealth Management, LLC 19.318 -21,14 1.918 -21,63
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-08 13F STAR Financial Bank 94.720 514,15 9.403 510,52
2026-05-07 13F Hanover Advisors Inc 8.164 -0,15 810 -0,74
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 45.847 3,17 4.551 2,55
2026-05-04 13F Toews Corp /adv 0 -100,00 0
2026-04-15 13F Roan Capital Partners 4.266 423
2026-04-28 13F PUREfi Wealth, LLC 18.991 49,46 1.885 48,54
2026-05-12 13F Ballast Advisors Llc 199.428 -4,92 20 -99,91
2026-04-30 13F Madison Wealth Partners, Inc 10.475 14,11 1.040 13,43
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-04-24 13F Family Capital Trust Co 143.818 0,00 14.364 0,00
2026-04-27 13F PAX Financial Group, LLC 9.886 50,52 981 49,54
2026-04-27 13F Integrity Wealth Partners, LLC 8.637 857
2026-05-07 13F Dakota Wealth Management 175.210 10,86 17.393 10,19
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-04-15 13F LongView Wealth Management 23.953 0,02 2.390 -0,29
2026-05-12 13F Insigneo Advisory Services, Llc 93.818 -3,96 9.313 -4,55
2026-04-16 13F Sheets Smith Wealth Management 12.570 7,20 1.248 6,49
2026-05-15 13F Optiver Holding B.V. 33.538 41,74 3.329 40,88
2026-04-23 13F Atlas Private Wealth Advisors 82.635 -5,56 8.203 -6,13
2026-05-14 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-05-18 13F Vestwell Advisors, LLC 3.935 4,02
2026-05-27 13F Wilshire Associates Inc 22.396 -6,06 2.223 -6,64
2026-04-30 13F Cedar Mountain Advisors, LLC 73.655 0,42 7.312 -0,19
2026-04-10 13F Prosperity Planning, Inc. 3.102 5,40
2026-04-22 13F Cornerstone Wealth Group, LLC 183.945 5,91 18.297 5,48
2026-04-16 13F Genesis Private Wealth, Llc 48.556 -9,08 4.820 -9,62
2026-04-16 13F Tactive Advisors, LLC 46.995 16,13 4.665 15,41
2026-04-08 13F NorthCrest Asset Manangement, LLC 103.855 -52,57 10.306 -52,96
2026-05-08 13F MPS Loria Financial Planners, LLC 40.287 6,96 3.999 6,30
2026-03-09 13F Lifetime Wealth Management P.C. 15 654
2026-04-24 13F Oakworth Capital, Inc. 1.619 0,00 161 -0,62
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-04-28 13F Timber Creek Capital Management LLC 5.410 537
2026-04-27 13F DSG Capital Advisors, LLC 201.894 1,02 20.042 0,06
2026-01-29 13F Vanguard Group Inc 2.118 -16,68 212 -16,93
2026-05-14 13F Modern Wealth Management, LLC 136.864 2,19 13.550 1,29
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-05-11 13F Newport Capital Group, LLC 50.361 -0,64 4.999 -1,26
2026-04-17 13F High Net Worth Advisory Group LLC 139.356 -0,20 13.834 -0,81
2026-05-08 13F Glassy Mountain Advisors, Inc. 87.961 6,79 8.732 6,14
2026-04-15 13F Signature Estate & Investment Advisors Llc 2.529 -36,41 251 -36,78
2026-04-24 13F UMA Financial Services, Inc. 7.531 -3,88 748 -4,48
2026-05-05 13F Wealthfront Advisers Llc 4.691 -17,21 466 -17,70
2026-05-05 13F Adaptive Financial Consulting, LLC 574.298 4,60 57.011 3,97
2026-04-29 13F BEAM Asset Management, LLC 30.588 97,37 3.036 96,25
2026-05-13 13F Clearwater Capital Advisors, LLC 97.252 -7,82 9.654 -8,38
2026-05-15 13F Victory Capital Management Inc 1.352.490 7,56 134.262 6,90
2026-04-29 13F/A Salem Investment Counselors Inc 43.073 4,05 4.276 3,41
2026-05-12 13F Innovative Asset Advisors Group, LLC 2.231 221
2026-05-07 13F Sage Financial Group Inc 12.200 35,39 1.211 34,56
2026-05-14 13F Pacific Financial Group Inc 14.683 -1,22 1.458 -1,82
2026-05-05 13F Torrey-Payne Wealth Management, LLC 4.000 0,00 397 -1,00
2026-05-20 13F Cadia Private Client LLC 46.546 -6,39 4.621 -6,97
2026-04-09 13F Brown Wealth Management, Llc 2.530 -1,52 251 -1,95
2026-05-06 13F Simon Quick Advisors, Llc 7.497 -0,81 744 -1,33
2026-05-12 13F Keeler THomas Management LLC 2.946 292
2026-05-13 13F State of Wyoming 100 0,00 10 0,00
2026-04-27 13F Beacon Financial Advisory LLC 12.540 33,40 1.245 32,62
2026-04-09 13F Mechanics Bank Trust Department 33.702 -8,02 3.346 -8,58
2026-06-01 13F Foguth Wealth Management, LLC. 154.687 -24,36 15.323 -24,96
2026-04-30 13F Money Concepts Capital Corp 127.502 1,95 12.657 1,33
2026-05-04 13F Sterling Group Wealth Management, LLC 5.908 0,00 586 -0,68
2026-05-11 13F Potentia Wealth 2.497 -11,01 248 -11,79
2026-04-13 13F Affinity Capital Advisors, LLC 2.068 0,58 205 0,00
2026-05-07 13F New Insight Wealth Advisors 0 -100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 7.444 0,00 739 -0,67
2026-05-04 13F Global View Capital Management LLC 16.218 -7,63 1.610 -8,21
2026-05-01 13F Valmark Advisers, Inc. 127.735 -48,36 12.680 -48,68
2026-04-14 13F eCIO, Inc. 399.971 16,61 39.705 15,90
2026-04-17 13F Watershed Private Wealth Llc 165.186 -8,44 16.398 -9,01
2026-05-04 13F Nwam Llc 124.275 -6,62 12.337 -7,53
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 37.082 28,43 3.681 27,68
2026-05-04 13F Hibernia Wealth Partners, LLC 13.970 85,89 1.387 84,80
2026-04-28 13F Umpqua Bank 57.565 10,42 5.714 9,76
2026-05-14 13F Rialto Wealth Management, LLC 1.071 -70,90 106 -71,12
2026-05-27 13F Security Financial Services, INC. 18.816 -14,31 1.868 -14,87
2026-05-07 13F Vericrest Private Wealth 81.112 11,35 8.052 10,67
2026-05-08 13F BG Investment Services, Inc. 4.733 0,45 470 -0,21
2026-04-29 13F Ascent Advisors, LLC 2.377 1,89 236 0,86
2026-05-12 13F All Terrain Financial Advisors, LLC 74.092 1,81 7.355 1,20
2026-02-17 13F Jump Financial, LLC 0 -100,00 0
2026-04-10 13F Matrix Trust Co 258.524 -1,73 26 -3,85
2026-03-17 13F U S Wealth Group, Llc. 100.485 -1,52 10.036 -1,89
2026-05-15 13F Change Path, LLC 63.098 4,93 6.264 4,30
2026-05-07 13F Oak Harbor Wealth Partners, Llc 182.171 7,89 18.084 7,23
2026-04-10 13F TCP Asset Management, LLC 169.214 40,62 16.798 39,75
2026-05-15 13F Morgan Stanley 32.522.000 0,12 3.228.459 -0,49
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-22 13F RBA Wealth Management, LLC 18.130 0,39 1.800 -0,22
2026-05-29 13F Asset Dedication, LLC 1.211 346,86 120 344,44
2026-05-13 13F 17 Capital Partners, Llc 9.526 15,92 946 15,24
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.026 0,00 201 -0,50
2026-05-11 13F Rebalance, Llc 1.460.298 2,84 144.964 2,21
2026-05-13 13F Envision Financial Transparency, LLC 2.796 0
2026-05-05 13F Leo Wealth, LLC 10.466 0,68 1.039 0,00
2026-04-01 13F Helen Stephens Group, LLC 19.587 825,22 1.944 821,33
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1.878 186
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