ITOT - iShares Trust - iShares Core S&P Total U.S. Stock Market ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CL ˙ SNSE ˙ US4642871507
Basisstatistiken
Institutionelle Eigentümer 1645 total, 1642 long only, 0 short only, 3 long/short - change of -0,24% MRQ
Durchschnittliche Portfolioallokation 1.1500 % - change of -6,55% MRQ
Institutionelle Aktien (Long) 362.600.718 (ex 13D/G) - change of 32,03MM shares 9,69% MRQ
Institutioneller Wert (Long) $ 49.165.565 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) hat 1645 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 362,600,718 Aktien. Die größten Aktionäre sind BlackRock, Inc., Wells Fargo & Company/mn, Wealthfront Advisers Llc, Alliancebernstein L.p., Betterment LLC, Morgan Stanley, Bank Of America Corp /de/, Colony Group, LLC, LPL Financial LLC, and Buckingham Strategic Partners .

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (SNSE:ITOT) 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
(%)
2026-04-21 13F Dougherty Wealth Advisers LLC 0 -100,00 0
2026-05-05 13F Clarity Asset Management, Inc. 10.828 0,23 1.542 -3,99
2026-05-14 13F Strategic Financial Planning, Inc. 975 280
2026-05-15 13F IHT Wealth Management, LLC 31.070 23,02 4.425 17,81
2026-05-01 13F Diversify Wealth Management, Llc 23.604 3.673
2026-04-22 13F Quarry Hill Advisors, Llc 5.041 0,00 784 4,67
2026-04-20 13F Jfs Wealth Advisors, Llc 4.733 -0,65 674 -4,80
2026-05-11 13F Alpha Financial Advisors, LLC 1.577 0,00 225 -4,27
2026-05-07 13F D'Orazio & Associates, Inc. 11.386 0,00 1.622 -4,20
2026-04-07 13F Heartwood Wealth Advisors LLC 2.809 1,74 400 -2,44
2026-04-21 13F Topsail Wealth Management, LLC 12 0,00 2 0,00
2026-04-10 13F Centurion Wealth Management LLC 2.737 -3,42 390 -7,60
2026-04-30 13F Carmel Capital Partners, LLC 1.908 272
2026-05-04 13F Bank Hapoalim Bm 0 -100,00 0
2026-04-03 13F Investors Research Corp 60.472 -7,57 8.613 -11,45
2026-05-05 13F Meridian Management Co 8.100 0,00 1.154 -4,24
2026-05-12 13F Cheviot Value Management, LLC 115 0,00 16 -5,88
2026-05-13 13F Crews Bank & Trust 530 0,00 75 -3,85
2026-04-20 13F Centennial Wealth Advisory LLC 0 -100,00 0
2026-05-08 13F Vanguard National Trust Co 301 43
2026-05-11 13F Rossby Financial, LCC 723 -0,28 104 -3,74
2026-04-28 13F Peak Financial Management, Inc. 16.091 -5,29 2.292 -9,30
2026-05-14 13F Johnson Financial Group, LLC 1.600 0,00 228 -4,22
2026-05-15 13F Toroso Investments, LLC 5.406 36,45 770 30,56
2026-04-21 13F Financial Consulate, Inc 7.293 0,00 1.039 -4,24
2026-04-27 13F Greenleaf Trust 107.910 -0,40 15.370 -4,59
2026-04-30 13F Financial Freedom, LLC 3.523 0,00 502 -4,21
2026-05-05 13F D.a. Davidson & Co. 10.041 -11,44 1.430 -15,13
2026-04-21 13F Tenon Financial LLC 22.540 0,00 3.210 -4,21
2026-05-13 13F Headlands Technologies LLC 3.102 442
2026-05-15 13F National Bank Of Canada /fi/ 3.576 -97,42 514 -97,51
2026-05-12 13F Adventist Health System/ West 321.151 0,00 45.742 -4,21
2026-05-04 13F Barrett & Company, Inc. 2.341 -6,17 333 -10,00
2026-04-15 13F Ai Financial Services Llc 55.888 -6,33 7.960 -10,27
2026-05-05 13F BCGM Wealth Management, LLC 125.569 11,62 17.885 6,92
2026-05-13 13F Allred Capital Management, LLC 1.753 0,00 250 -4,23
2026-05-15 13F Silver Grove Financial Group, Inc. 1.252 178
2026-04-15 13F Client 1st Advisory Group, Llc 5.680 0,00 809 -4,15
2026-04-24 13F Financial Life Planners 205 29
2026-04-22 13F Vicus Capital 3.277 -26,92 467 -30,03
2026-05-11 13F Blue Bell Private Wealth Management, Llc 4.666 1,61 665 -2,64
2026-05-06 13F Cornerstone Planning Group LLC 223 21,20 35 25,00
2026-05-01 13F CV Advisors LLC 2.290 0,22 326 -3,83
2026-05-14 13F Us Bancorp \de\ 34.213 -40,02 4.873 -42,55
2026-05-15 13F Bawa N Mallick Trust 8.600 -26,35 1.225 -29,49
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 720 0,00 103 -4,67
2026-04-20 13F Friedenthal Financial 153.842 3,50 21.912 -0,86
2026-04-22 13F Truefg, Llc 6.363 0,89 906 -3,31
2026-05-12 13F BlackDiamond Wealth Management Inc. 38.412 -0,71 5.471 -6,91
2026-05-05 13F Correct Capital Wealth Management 454.946 1.073,63 64.798 1.024,38
2026-04-16 13F Sterling Investment Counsel, LLC 1.530 -13,22 218 -17,18
2026-05-08 13F Valeo Financial Advisors, LLC 13.968 0,28 1.989 -3,96
2026-01-29 13F Comerica Bank 141.578 2,66 21.051 4,81
2026-05-12 13F Stifel Financial Corp 1.683.425 12,48 239.771 7,75
2026-04-20 13F Ronald Blue Trust, Inc. 3.872.493 -0,81 551.559 -4,98
2026-04-16 13F Tortuga Wealth Management, Inc 1.697 252
2026-04-17 13F/A Founders Financial Securities Llc 2.015 300
2026-04-14 13F Papp L Roy & Associates 0 -100,00 0
2026-05-11 13F Convergence Financial, LLC 9.746 -42,86 1.389 -45,23
2026-04-22 13F Romano Brothers And Company 126.526 0,59 18.021 -3,64
2026-04-14 13F Zrc Wealth Management, Llc 4.225 -1,65 602 -5,80
2026-04-29 13F Kaydan Wealth Management, Inc. 103.145 -48,98 14.691 -51,13
2026-05-05 13F Putnam Fl Investment Management Co 40.044 -2,48 5.704 -6,58
2026-05-08 13F Guidance Capital, Inc 2.956 469
2026-05-04 13F Mml Investors Services, Llc 451.482 -11,71 64.305 -15,43
2026-04-22 13F Essential Planning, LLC. 0 -100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 4.180 -31,63 595 -34,54
2026-05-12 13F Resurgent Financial Advisors LLC 4.493 0,09 640 -4,20
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 7.806 7,34 1.112 2,78
2026-05-12 13F Alaethes Wealth LLC 2.805 0,00 400 -4,32
2026-05-15 13F Jones Financial Companies Lllp 990.403 34,36 137.650 25,59
2026-04-08 13F Cadent Capital Advisors, LLC 4.839 0,00 689 -4,17
2026-02-04 13F Pandora Wealth, Inc. 0 -100,00 0
2026-04-13 13F Robinhood Asset Management, LLC 7.565 30,84 1.078 25,38
2026-04-22 13F Nicholson Meyer Capital Management, Inc. 23.550 -6,71 3.354 -10,63
2026-04-22 13F tru Independence LLC 1.717 0,06 245 -4,31
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-16 13F Beese Fulmer Investment Management, Inc. 1.882 -5,00 268 -8,84
2026-05-11 13F TD Capital Management LLC 1.339.942 -1,19 190.848 -5,35
2026-05-14 13F Tempo Wealth, LLC 15.926 -1,97 2.268 -6,09
2026-05-01 13F Jmac Enterprises Llc 99.776 1,72 14.211 -2,56
2026-04-23 13F 3Chopt Investment Partners, LLC 1.000 0,00 142 -4,05
2026-04-29 13F Cary Street Partners Financial Llc 9.886 0,36 1.408 -3,83
2026-04-09 13F VERITY Wealth Advisors 4.165 0,00 593 -4,20
2026-05-15 13F CI Private Wealth, LLC 532.581 13,22 76.078 8,77
2026-01-07 13F TrueWealth Advisors, LLC 0 -100,00 0
2026-05-05 13F Soundwatch Capital LLC 6.604 0,00 941 -4,18
2026-04-15 13F Radnor Capital Management, LLC 3.011 0,00 429 -4,25
2026-05-15 13F MidFirst Bank 1.863 157,68 265 147,66
2026-05-11 13F Elevation Wealth Management LLC 6.970 -4,99 993 -8,99
2026-05-12 13F Northwest Bancshares, Inc. 20.513 7,88 2.922 3,33
2026-04-10 13F Bouvel Investment Partners, LLC 14.443 38,33 2.057 32,54
2026-04-29 13F Duncker Streett & Co Inc 717 0,00 102 -3,77
2026-04-27 13F Koshinski Asset Management, Inc. 141.313 -2,68 20.127 -6,78
2026-05-11 13F WFA of San Diego, LLC 1.840 -1,34 262 -5,42
2026-04-24 13F Wagner Wealth Management, Llc 32 0,00 5 0,00
2026-04-17 13F Clear Trail Advisors, LLC 1.453 0,00 207 -4,63
2026-05-14 13F Spectrum Strategic Capital Management, LLC 91.263 -3,14 12.999 -7,22
2026-05-14 13F Baird Financial Group, Inc. 164.374 -7,49 23.412 -11,39
2026-04-20 13F Inscription Capital, LLC 3.249 6,28 463 1,76
2026-04-22 13F Avalon Advisory Group 50.794 -0,92 7.235 -5,09
2026-04-30 13F Winch Advisory Services, LLC 415 0,24 59 -3,28
2026-05-01 13F Luminvest Wealth Management LLC 21.919 2,66 3.145 -0,91
2026-04-20 13F CWA Asset Management Group, LLC 2.463 0,49 351 -3,85
2026-05-12 13F Chesapeake Asset Management Llc 1.054 0,00 150 -3,85
2026-04-21 13F Trevian Wealth Management LLC 220.249 5,65 31.370 1,21
2026-05-04 13F Bleakley Financial Group, LLC 41.648 6,15 5.932 1,68
2026-04-28 13F Brighton Jones Llc 165.930 5,95 23.633 1,49
2026-02-12 13F Litman Gregory Asset Management LLC 122.226 -2,75 18.174 -0,72
2026-05-01 13F Farrow Financial Inc. 92.304 -1,27 13.147 -5,43
2026-04-22 13F Ohio National Investments, Inc. 1.108.000 82,24 157.812 74,57
2026-05-07 13F Commonwealth Financial Services, LLC 1.989 0,00 283 -4,07
2026-04-14 13F West Branch Capital LLC 1.422 -20,65 203 -24,06
2026-04-17 13F Brown, Lisle/cummings, Inc. 183 83,00 26 85,71
2026-05-11 13F Retirement Solution Inc. 1.672 0,18 238 -4,03
2026-05-14 13F RMG Wealth Management LLC 162 26
2026-05-11 13F Tulsa Wealth Advisors, INC 394.861 56.240
2026-05-11 13F Bailard, Inc. 1.750 0,00 249 -4,23
2026-05-12 13F Ruggiero Investments, Inc. 2.166 -7,67 309 -11,49
2026-04-30 13F Mascoma Wealth Management LLC 74 0,00 11 -9,09
2026-05-14 13F Mill Creek Capital Advisors, LLC 12.047 0,00 1.716 -4,24
2026-05-01 13F Anchor Investment Management, LLC 1.587 42,72 226 36,97
2026-05-08 13F Marco Investment Management Llc 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 8.849 -2,57 1.359 -1,24
2026-05-05 13F SOUTH STATE Corp 938 0,00 134 -4,32
2026-04-08 13F Parkside Investments, LLC 12.427 0,35 1.770 -3,91
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 119.553 -2,23 17.028 -6,35
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 6.098 0,00 869 -4,19
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-30 13F Range Financial Group LLC 1.564 -14,30 223 -18,08
2026-04-15 13F Merit Financial Group, LLC 101.261 -2,59 14.423 -6,69
2026-05-07 13F TrustWell Financial Advisors, LLC 4.363 0,07 621 -4,17
2026-05-12 13F Strategic Wealth Partners, Ltd. 466 -22,59 66 -25,84
2026-05-15 13F Advisor Group Holdings, Inc. 1.482.653 -4,96 211.192 -8,96
2026-04-16 13F Triad Wealth Partners, LLC 2.773 395
2026-04-06 13F CX Institutional 3.919 -12,60 1
2026-02-13 13F Colony Group, LLC 6.150.404 22,74 914.502 25,31
2026-04-22 13F Bravera Wealth 296 0,00 42 -4,55
2026-05-15 13F Lazard Asset Management Llc 32.865 0,00 4.681 -4,22
2026-04-15 13F Cranbrook Wealth Management, LLC 2.298 3,14 327 -1,21
2026-04-30 13F Base Wealth Management LLC 8.687 -0,77 1.237 -4,92
2026-05-04 13F Cogent Strategic Wealth Llc 10.983 -0,74 1.564 -6,35
2026-04-21 13F Quad-Cities Investment Group, LLC 19.502 3,17 2.778 -1,17
2026-05-13 13F Ubs Asset Management Americas Inc 16.553 669,19 2.358 638,87
2026-04-24 13F Boston Trust Walden Corp 7.368 10,51 1.049 5,85
2026-04-28 13F Opes Wealth Management LLC 3.281 -16,30 467 -19,76
2026-05-11 13F Fourth Dimension Wealth, LLC 165 0,00 24 -4,17
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 777 0,00 111 -4,35
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 59.590 0,00 8.487 -4,21
2026-05-12 13F Cascade Financial Partners, LLC 17.902 0,01 2.550 -4,21
2026-05-09 13F MSH Capital Advisors LLC 5.641 31,86 803 26,26
2026-04-30 13F Griffith & Werner, Inc. 1.480 -0,40 211 -4,55
2026-05-11 13F Salomon & Ludwin, LLC 3.351 0,00 481 -4,37
2026-05-04 13F Mosaic Advisors LLC 50.527 0,00 7.899 5,15
2026-04-28 13F Walkner Condon Financial Advisors LLC 18.083 -13,82 2.576 -17,44
2026-04-16 13F CogentBlue Wealth Advisors, LLC 62.323 4,60 8.877 0,19
2026-04-10 13F Salvus Wealth Management, LLC 0 -100,00 0
2026-02-04 13F Colonial River Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 707 0,14 101 -4,76
2026-05-15 13F Brown Advisory Inc 23.137 -5,32 3.295 -9,30
2026-05-14 13F Hazlett, Burt & Watson, Inc. 30 0,00 0
2026-04-28 13F Goldstein Advisors, LLC 772.851 21,39 110.077 16,28
2026-04-17 13F Essex Savings Bank 19.361 0,00 2.758 -4,20
2026-05-15 13F MAI Capital Management 119.780 19,03 17.060 14,01
2026-05-15 13F Van Diest Capital, LLC 0 -100,00 0
2026-04-16 13F Klaas Financial Asset Advisors, LLC 252.919 -79,51 36.023 -80,37
2026-05-12 13F Rather & Kittrell, Inc. 24.207 -0,12 3.448 -4,33
2026-04-10 13F Integris Wealth Management, LLC 2.604 0,00 371 -4,39
2026-05-12 13F Partners Capital Investment Group, Llp 484.522 3,90 69.010 -0,47
2026-05-15 13F Nepc Llc 25.076 0,00 3.572 -4,21
2026-04-10 13F Country Trust Bank 25 4
2026-05-01 13F/A Lodestone Wealth Management LLC 2 0,00 0
2026-02-17 13F High Falls Advisors, Inc 3.091 6,51 460 8,77
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 656.705 -1,34 94 -5,10
2026-05-07 13F Agf Management Ltd 14.400 -27,18 2.051 -30,27
2026-05-12 13F Cadence Wealth Management LLC 5.722 3,79 815 -0,49
2026-05-13 13F Elm Partners Management LLC 431.442 6,72 59.673 -0,73
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5.636 4,04 803 -0,37
2026-04-28 13F WJ Wealth Management, LLC 5.807 -0,63 827 -4,83
2026-05-15 13F Rehmann Capital Advisory Group 172.866 -8,34 24.621 -12,20
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 10.301 -2,80 1.467 -6,86
2026-05-07 13F Rothschild Investment Llc 687 -68,76 98 -70,25
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 5.474 124,07 780 114,60
2026-05-07 13F Greykasell Wealth Strategies, Inc. 200 0,00 28 -3,45
2026-04-08 13F Icapital Wealth Llc 3.045 0,00 434 -4,19
2026-04-22 13F Evensky & Katz LLC 1.580.910 6,22 225 1,81
2026-04-23 13F Farmers & Merchants Investments Inc 19.464 14,31 2.772 9,52
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 121.740 11,45 17.339 6,76
2026-04-13 13F Pettinga Financial Advisors, LLC 5.032 7,20 717 2,73
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-15 13F Belleair Asset Management, LLC 31.268 20,76 4.454 15,66
2026-02-05 13F Stephens Inc /ar/ 0 -100,00 0
2026-04-30 13F Team Hewins, LLC 2.583 -17,48 368 -21,08
2026-05-01 13F Avid Wealth Partners LLC 3.630 517
2026-04-21 13F Wesbanco Bank Inc 5.463 9,52 778 4,99
2026-02-03 13F Vantage Financial Partners, LLC 434.352 0,05 64.584 2,14
2026-05-05 13F Legacy Advisors, LLC 10.867 0,00 1.548 -4,21
2026-05-13 13F Cynosure Management, Llc 114.266 -8,29 16.275 -12,16
2026-04-30 13F Hassell Wealth Management, LLC 42.150 0,28 6.003 -5,76
2026-05-11 13F RWM Asset Management, LLC 14.393 -2,30 2.050 -8,24
2026-06-02 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-05-15 13F Laird Norton Trust Company, Llc 14.147 12,67 2.015 7,93
2026-02-10 13F Principia Wealth Advisory, LLC 2.442 -1,45 363 0,83
2026-05-07 13F Centerpoint Advisors, LLC 16.954 0,01 2 0,00
2026-04-09 13F Goelzer Investment Management, Inc. 1.898 0,00 270 -4,26
2026-04-21 13F Vigil Wealth Management, LLC 1.838 -5,11 262 -9,37
2026-05-12 13F Rathbone Brothers plc 1.800 0,00 256 -4,12
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Warren Averett Asset Management, LLC 107.964 3,69 15.377 -0,68
2026-04-13 13F First Hawaiian Bank 71.645 0,00 10.204 -4,21
2026-04-21 13F Red Tortoise LLC 118 0,00 17 -5,88
2026-05-13 13F Callan Family Office, LLC 106.903 3,64 15.226 -0,72
2026-04-30 13F BRYN MAWR TRUST Co 47 0,00 7 0,00
2026-04-06 13F Trust Co of the South 0 -100,00 0
2026-05-15 13F Talisman Wealth Advisors LLC 14.341 -3,93 2.043 -8,02
2026-04-13 13F 5T Wealth, LLC 6.328 2,15 901 -2,17
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 48.429 0,11 6.898 -4,12
2026-05-12 13F Daybright Advisory Services, Inc. 2.197 -5,06 313 -9,30
2026-04-15 13F Occidental Asset Management, LLC 2.321 8,66 331 4,10
2026-05-07 13F Vision Retirement, LLC 119 17
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 40.094 0,00 5.711 -4,21
2026-04-08 13F Arlington Trust Co LLC 3.776 0,00 538 -4,28
2026-05-06 13F Fidelis Capital Partners, LLC 7.856 -15,69 1.119 -19,28
2026-05-13 13F Calton & Associates, Inc. 21.083 -2,39 3.003 -6,51
2026-05-12 13F Alerus Financial Na 0 -100,00 0
2026-05-14 13F CIBC World Markets Inc. 49.701 628,11 7.079 598,03
2026-04-21 13F Cambient Family Office, Llc 6.195 0,00 882 -4,23
2026-04-28 13F Stratos Wealth Advisors, LLC 16.174 0,79 2.304 -3,48
2026-05-01 13F Financial Connections Group, Inc. 392 0,00 0
2026-05-04 13F Westside Investment Management, Inc. 12.727 -2,03 1.813 -6,16
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-14 13F Aspirean Wealth, LLC 233.757 1,98 33.294 -2,32
2026-05-08 13F Sofos Investments, Inc. 900 128
2026-04-13 13F Mkd Wealth Coaches, Llc 3.394 0,00 483 -4,17
2026-05-11 13F Linscomb & Williams, Inc. 2.050 4,27 292 -0,34
2026-04-28 13F ORG Wealth Partners, LLC 256 -14,95 36 -18,18
2026-05-11 13F Elevate Wealth Advisory, Inc 109.360 4,05 15.576 -0,33
2026-04-15 13F Single Point Partners, LLC 2.232.613 2.835,49 13.162 16,39
2026-04-02 13F Fulcrum Equity Management 74.708 -3,83 10.641 -7,89
2026-04-17 13F Defined Wealth Management, Llc 1.817 0,00 259 -4,44
2026-04-21 13F Magnolia Private Wealth, LLC 9.870 -6,77 1.406 -10,74
2026-05-11 13F Pathstone Holdings, LLC 54.601 -8,56 7.777 -12,41
2026-04-02 13F Somerset Trust Co 10.391 10,72 1.480 6,02
2026-05-06 13F IMA Wealth, Inc. 4.317 0,00 615 -4,21
2026-04-17 13F 55 North Private Wealth, LLC 6.986 -5,48 995 -9,47
2026-04-22 13F Finley Financial, LLC 11.345 0,00 1.616 -4,21
2026-04-16 13F Southern Capital Advisors, Llc 1.961 0,82 279 -3,46
2026-04-29 13F CFS Investment Advisory Services, LLC 34.610 -0,43 5.385 4,20
2026-04-13 13F Compass Ion Advisors, LLC 14.013 0,01 1.996 -4,22
2026-05-13 13F Bank Of Montreal /can/ 66.900 -9,23 9.529 -13,05
2026-04-27 13F Evolution Wealth Management Inc. 85 0,00 12 0,00
2026-04-21 13F Pflug Koory, LLC 296 0,34 42 -2,33
2026-05-15 13F Resources Management Corp /ct/ /adv 162 0,00 0
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 4.744 -4,60 676 -8,66
2026-04-24 13F Private Advisor Group, LLC 304.077 17,09 43.310 12,16
2026-04-28 13F Howe & Rusling Inc 8.366 27,71 1.192 22,28
2026-05-14 13F HighPoint Advisor Group LLC 285.932 -0,05 40.725 -4,26
2026-05-11 13F National Wealth Management Group, LLC 3.286 1,14 468 -3,11
2026-04-15 13F Perkins Coie Trust Co 1.020 0,00 145 -3,97
2026-04-29 13F Efficient Advisors, LLC 2.650 -5,19 377 -9,16
2026-05-14 13F Proficio Capital Partners LLC 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 1.757 -14,63 250 -18,30
2026-05-07 13F AlTi Global, Inc. 2.900.761 5,39 413.155 0,96
2026-05-15 13F Weaver Consulting Group 12.317 5,75 1.754 1,33
2026-04-06 13F GAMMA Investing LLC 4.258 0,19 606 -3,96
2026-05-04 13F Texas Yale Capital Corp. 2.141 -0,70 305 -5,00
2026-04-06 13F Sincerus Advisory, LLC 2.699 0,04 384 -4,24
2026-05-12 13F WorthPointe, LLC 0 -100,00 0
2026-05-14 13F Pennington Partners & Co., Llc 47.266 43,25 6.732 37,22
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-01 13F Symphony Financial, Ltd. Co. 8.846 17,13 1.241 9,64
2026-05-26 13F Summit Financial Wealth Advisors, LLC 1.761 0,00 251 -4,21
2026-04-20 13F Dopkins Wealth Management, Llc 42.852 17,52 6.103 12,58
2026-05-04 13F Alta Wealth Advisors LLC 26.999 -0,13 3.845 -4,33
2026-05-05 13F UBS Group AG 1.016.552 -2,00 144.788 -6,13
2026-04-22 13F Joel Isaacson & Co., LLC 27.181 0,22 3.871 -3,99
2026-05-07 13F True North Advisors, LLC 5.685 0,19 810 -4,03
2026-05-13 13F Keystone Financial Group 36.306 -0,42 5.213 -3,86
2026-04-13 13F Jackson Square Capital, Llc 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 84.641 -7,51 12.055 -11,40
2026-05-01 13F Seaside Wealth Management, Inc. 9.610 0,00 1.369 -4,20
2026-04-29 13F SwitchPoint Financial Planning, LLC 2.250 0,00 320 -4,19
2026-05-12 13F Atlantic Union Bankshares Corp 4.951 -9,24 705 -13,07
2026-04-23 13F Johnson Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Arta Finance Wealth Management LLC 3.819 38,02 544 32,12
2026-04-07 13F G&S Capital LLC 2.207 0,00 314 -4,27
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.613 8,91 230 4,09
2026-05-13 13F Old North State Trust, LLC 1.534 0
2026-04-15 13F Optivise Advisory Services LLC 5.451 -1,85 776 -5,94
2026-05-04 13F Calamos Wealth Management LLC 6.412 60,38 913 53,70
2026-05-11 13F Commerce Bank 9.732 79,23 1.386 71,75
2026-05-13 13F Mpwm Advisory Solutions, Llc 510 0,00 73 -4,00
2026-04-23 13F Vistica Wealth Advisors, LLC 14.733 -0,05 2.098 -4,24
2026-04-28 13F Bogart Wealth, LLC 14.797 0,91 2.108 -3,35
2026-02-17 13F Main Street Financial Solutions, LLC 3.493 -28,14 519 -26,69
2026-05-15 13F Destination Wealth Management 1.628 4,96 232 0,43
2026-04-22 13F Janney Montgomery Scott LLC 144.059 10,29 21 5,26
2026-04-22 13F Sutton Place Investors Llc 42.769 -0,70 6.092 -4,89
2026-04-29 13F Rockwood Wealth Management, LLC 3.231 -0,34 460 -4,56
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 6.449 0,19 919 -4,08
2026-04-10 13F Magnus Financial Group LLC 1.417 -32,46 202 -35,37
2026-05-08 13F McAdam, LLC 1.735 247
2026-05-07 13F Legacy Wealth Managment, LLC/ID 97 14
2026-05-08 13F/A Davidson Investment Advisors 50.274 -0,01 7.161 -4,21
2026-05-12 13F Moneta Group Investment Advisors Llc 32.457 0,00 4.623 -4,23
2026-05-15 13F Perennial Investment Advisors, LLC 1.714 -25,38 244 -28,45
2026-04-27 13F HB Wealth Management, LLC 1.002.300 -1,80 142.758 -5,93
2026-04-10 13F Daytona Street Capital LLC 400 58
2026-04-16 13F MontVue Capital Management, Inc. 191.843 1,03 27.324 -3,23
2026-04-16 13F Heck Capital Advisors, LLC 141.043 -31,12 20.089 -34,03
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 1.331 0,00 190 -4,06
2026-05-06 13F Assetmark, Inc 19.314 6,31 2.751 1,81
2026-01-28 13F Manuka Financial, LLC 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 44.795 0,50 6.380 -3,73
2026-05-15 13F Peapack Gladstone Financial Corp 4.103 0,00 1
2026-05-15 13F Ascent Group, LLC 8.937 24,99 1.273 19,66
2026-04-16 13F Fiduciary Advisors, Inc. 6.417 -1,40 914 -5,58
2026-04-27 13F Fulton Breakefield Broenniman Llc 2.694 0,04 384 -4,25
2026-05-14 13F JustInvest LLC 1.494 -13,49 213 -17,19
2026-04-02 13F Collective Family Office Llc 2.623 374
2026-05-11 13F Exit Wealth Advisors, LLC. 4.712 1,14 671 -3,03
2026-04-08 13F Community Financial Services Group, LLC 1.376 197
2026-04-22 13F Pasadena Private Wealth, LLC 16.198 10,86 2.307 6,22
2026-02-17 13F Snowden Capital Advisors LLC 51.723 -5,49 7.691 -3,53
2026-04-24 13F Flagship Private Wealth, LLC 57.130 1,72 8.137 -2,55
2026-05-07 13F Johnson Financial Group, Inc. 3.357 -17,86 478 -21,25
2026-04-08 13F Hardin Capital Partners, LLC 2.431 -0,16 346 -4,42
2026-04-17 13F Outlook Wealth Advisors, LLC 6.370 3,44 907 -0,87
2026-05-01 13F Cosner Financial Group, LLC 139.444 -5,49 19.861 -9,47
2026-05-08 13F Private Management Group Inc 10.000 0,00 1.424 -4,17
2026-04-06 13F Versant Capital Management, Inc 111 0,00 16 -6,25
2026-04-17 13F Berman McAleer LLC 12.807 1,35 1.824 -2,88
2026-05-12 13F One Capital Management, LLC 6.994 -0,64 996 -4,78
2026-05-13 13F First Trust Advisors Lp 8.014 37,34 1.141 31,60
2026-04-13 13F Foster Group, Inc. 23.654 0,11 3.369 -4,10
2026-05-06 13F Clifford Swan Investment Counsel Llc 9.151 0,00 1.303 -4,19
2026-04-20 13F Cardinal Strategic Wealth Guidance 7 -88,89 1 -100,00
2026-04-21 13F Founders Capital Management 5 0,00 1
2026-05-12 13F Cooper/haims Advisors, Llc 7.006 6,86 998 2,36
2026-04-24 13F Ledyard National Bank 0 -100,00 0
2026-04-28 13F Kanawha Capital Management Llc 2.081 0,00 296 -4,21
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-04-22 13F Foundry Financial LLC 7.075 18,69 1.008 13,66
2026-04-10 13F BostonPremier Wealth LLC 1.692 0,24 241 -4,00
2026-04-22 13F Wiser Advisor Group LLC 0 -100,00 0
2026-05-04 13F Rodgers & Associates, LTD 8.096 -1,85 1.153 -5,95
2026-04-22 13F Investment Advisory Group, LLC 49.477 16,01 7.047 11,13
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 14.742 -1,47 2.100 -5,62
2026-04-15 13F Steinberganna Wealth Management 263.005 3,26 37.460 -1,09
2026-05-11 13F Daymark Wealth Partners, Llc 6.027 -28,28 858 -31,31
2026-04-29 13F KERR FINANCIAL PLANNING Corp 5.893 17,67 916 23,32
2026-05-14 13F Wrenne Financial Planning LLC 1.738 -2,63 248 -6,79
2026-06-03 13F CoreFirst Bank & Trust 112 0,00 16 -6,25
2026-04-22 13F Old Point Trust & Financial Services N A 184 0,00 26 -3,70
2026-05-08 13F Grand Wealth Management, Llc 48.756 0,00 6.944 -4,21
2026-04-13 13F Cordant, Inc. 3.775 -0,40 538 -4,62
2026-04-15 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-05-15 13F Family Management Corp 101.495 3,55 14.456 -0,81
2026-05-13 13F Brinker Capital Investments, LLC 507.620 -11,94 72.300 -15,65
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-16 13F Sweeney & Michel, Llc 198.413 1,39 29.827 0,69
2026-04-28 13F Antonelli Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 65.970.413 3,22 9.396.166 -1,12
2026-04-27 13F Sharp Financial Services, LLC 5.025 -14,83 716 -18,47
2026-05-05 13F Plante Moran Financial Advisors, LLC 5.058 -24,08 720 -27,27
2026-05-12 13F Baker Avenue Asset Management, LP 7.602 -0,04 1.083 -4,25
2026-05-15 13F Walsh & Associates, LLC 12.054 0,13 1.717 -4,08
2026-04-30 13F Millstone Evans Group, LLC 1.194 0,00 170 -3,95
2026-05-01 13F Lincoln Capital LLC 1.490 -1,59 212 -5,78
2026-05-06 13F Quadrant Private Wealth Management, LLC 22.625 5,97 3.223 1,51
2026-05-12 13F Hilltop Partners LLC 4.627 0,00 659 -4,22
2026-05-11 13F Blueprint Financial Advisors LLC 41.262 13,71 5.877 8,92
2026-05-15 13F EFG International AG 1.765 251
2026-04-02 13F Crumly & Associates Inc. 1.965 0,00 280 -4,45
2026-05-15 13F Clark Capital Management Group, Inc. 390.475 -3,11 55.615 -7,18
2026-04-22 13F Princeton Global Asset Management LLC 171 0,00 24 -4,00
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 210 0,00 30 -6,45
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-12 13F Curio Wealth, Llc 366 0,00 52 -5,45
2026-01-20 13F Wall Street Access Asset Management, LLC 0 -100,00 0
2026-04-21 13F Keystone Financial Group, Inc. 15.890 -12,43 2.263 -16,12
2026-04-07 13F First Financial Corp /in/ 140 0,00 20 -5,00
2026-04-13 13F LexAurum Advisors, LLC 8.734 4,04 1.244 1,72
2026-04-24 13F Essex Financial Services, Inc. 132.253 -0,42 18.837 -4,62
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F ATLas Financial Planning LLC 6.050 -2,12 862 -6,31
2026-05-12 13F Culbertson A N & Co Inc 3.695 0,00 526 -4,19
2026-04-28 13F Farnam Financial LLC 3.823 27,86 545 22,52
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 54.780 0,00 7.802 -4,21
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-05-06 13F CNB Bank 600 0,00 85 -4,49
2026-05-06 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0 -100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 1.561 222
2026-05-05 13F Cullen/frost Bankers, Inc. 3.471 0,00 494 -4,26
2026-05-06 13F Oxford Financial Group Ltd 25.259 0,00 3.598 -4,21
2026-04-23 13F Strategic Point Investment Advisors, LLC 353.225 -0,58 50.310 -4,76
2026-05-14 13F Capital Analysts, Inc. 285.740 -14,38 41 -18,37
2026-04-21 13F Sunpointe, LLC 3.359 0,24 478 -4,02
2026-04-09 13F Kwmg, Llc 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 1.617 0,19 230 -3,77
2026-05-14 13F Twin Focus Capital Partners, Llc 176.721 7,89 25.170 3,35
2026-05-13 13F Jaffetilchin Investment Partners, LLC 671.625 -9,04 95.660 -12,87
2026-04-24 13F United Community Bank 1.214 -10,87 173 -14,85
2026-04-30 13F Simplicity Wealth,LLC 3.056 106,35 435 97,73
2026-05-14 13F Financial Engines Advisors L.L.C. 17.904 0,41 2.550 -3,81
2026-05-12 13F CIBC Bancorp USA Inc. 15.676 0,45 2.233 -1,76
2026-04-29 13F Capital Planning LLC 42.528 -4,13 6.057 -8,45
2026-05-12 13F Pacific Center for Financial Services 985 0,00 140 -2,10
2026-05-07 13F Advisor OS, LLC 6.478 115,86 923 106,73
2026-05-05 13F Regions Financial Corp 2.761 -3,29 393 -7,31
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 403 0,00 57 -3,39
2026-05-15 13F Reliant Wealth Planning 255.733 -2,57 36.424 -6,67
2026-04-30 13F Manning & Napier Advisors Llc 8.024 143,30 1.110 124,95
2026-04-21 13F Piedmont Capital Management, LLC/NC 3.591 0,00 511 -4,13
2026-05-04 13F Genesis Wealth Advisors, LLC 3.839 0,00 547 -4,21
2026-05-01 13F Coordinated Financial Services, Inc. 6.258 -39,31 891 -41,88
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.729 385,67 257 375,93
2026-04-23 13F Oppenheimer & Co Inc 17.869 31,58 2.545 26,05
2026-05-12 13F Klingenstein Fields & Co Lp 3.747 -12,64 534 -16,33
2026-04-20 13F Provenance Wealth Advisors, LLC 1.510.211 -6,00 215.099 -9,96
2026-05-14 13F Retiremitten Financial Llc 6.091 868
2026-02-03 13F Alpha Cubed Investments, LLC 2.357 25,64 350 28,21
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0
2026-05-12 13F Mengis Capital Management, Inc. 2.278 -22,15 324 -25,52
2026-05-04 13F LJI Wealth Management, LLC 1.221.359 1,05 173.958 -3,21
2026-04-20 13F Naples Global Advisors, Llc 60.471 -0,16 8.613 -4,36
2026-05-14 13F Traynor Capital Management, Inc. 0 -100,00 0
2026-04-10 13F Claris Advisors, Llc / Mo / 49.645 0,80 7.071 -3,44
2026-04-30 13F William Howard & Co Financial Advisors Inc 3.930 0,41 560 -3,79
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2.012 -21,77 287 -25,13
2026-05-15 13F Palisade Capital Management Llc/nj 10.720 53,12 1.527 46,73
2026-02-05 13F Center for Financial Planning, Inc. 1.690 101,19 251 105,74
2026-05-07 13F Nyl Investors Llc 33.765 -4,12 4.809 -8,16
2026-04-21 13F Chapin Davis, Inc. 5.595 1,01 797 -3,28
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 2.892 1,69 412 -2,61
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-06 13F Durante & Waters, Llc 182.185 -0,94 25.949 -5,11
2026-01-22 13F O'Brien Wealth Partners LLC 447.667 -0,83 66.564 1,24
2026-05-05 13F Kickstand Ventures, Llc. 3.894 3,95 555 -0,36
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 46.374 -1,81 6.605 -6,01
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 208.360 -0,07 29.677 -4,28
2026-05-01 13F Midwest Trust Co 15.710 0,36 2.238 -3,87
2026-05-13 13F McDonough Capital Management, Inc 1.775 0,00 253 -4,18
2026-04-15 13F Journey Strategic Wealth Llc 7.706 -0,46 1.098 -4,69
2026-05-05 13F Capital Investment Advisory Services, LLC 3.625 -0,06 516 -4,27
2026-04-09 13F Wealth Alliance Advisory Group, LLC 3.425 0,00 488 -4,32
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-15 13F Excelsior Advisor Network LLC 2.028 0,00 289 -4,32
2026-05-14 13F StoneX Group Inc. 58.826 11,48 8.379 6,78
2026-05-12 13F Icon Wealth Advisors, LLC 14.139 1,81 2.200 6,59
2026-05-06 13F Bauman Advisory Group, LLC 3.176 -1,79 452 -5,83
2026-05-15 13F Glen Eagle Advisors, LLC 37.838 -0,11 5.389 -4,31
2026-01-22 13F Colony Family Offices, LLC 0 -100,00 0
2026-05-13 13F Natixis Advisors, L.p. 44.623 13,83 6 20,00
2026-05-11 13F Foundations Investment Advisors, LLC 47.624 5,20 6.783 0,79
2026-05-14 13F VestGen Advisors, LLC 38.130 1,53 6.144 10,03
2026-04-17 13F Webster Bank, N. A. 199 0,00 28 -3,45
2026-04-20 13F Brandywine Oak Private Wealth Llc 7.091 12,18 1.010 7,45
2026-04-14 13F Sterling Investment Advisors Llc /adv 2.646 2,04 377 -2,34
2026-05-26 13F Ruggaard & Associates LLC 2.400 -29,62 342 -32,74
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1.144 0,00 163 -4,71
2026-04-07 13F Retirement Wealth Solutions LLC 0 -100,00 0
2026-04-13 13F Parkwoods Wealth Partners, LLC 17.271 -3,79 2.460 -7,87
2026-04-28 13F Golden State Equity Partners 2.774 395
2026-05-13 13F/A Jpmorgan Chase & Co 1.752.924 12,90 242.447 5,02
2026-04-16 13F Financial Management Network Inc 2.081 0,34 310 0,00
2026-04-16 13F Sprinkle Financial Consultants LLC 8.784 0,19 1.251 -3,99
2026-04-16 13F Quotient Wealth Partners, LLC 1.946 -0,36 277 -4,48
2026-05-11 13F Beacon Capital Management, LLC 1.874 0,21 267 -4,32
2026-05-06 13F Angeles Wealth Management, Llc 900 25,52 128 20,75
2026-05-04 13F Guardsman Private Capital Management, Inc. 83.341 0,00 11.870 -4,20
2026-04-22 13F Penney Financial, LLC 5.246 50,70 747 44,49
2026-01-21 13F Financial & Tax Architects, LLC 0 -100,00 0
2026-04-27 13F Sound Income Strategies, LLC 1.726 2,86 248 -2,76
2026-05-11 13F Lcnb Corp 1.500 0,00 214 -4,48
2026-04-27 13F Turn8 Private Wealth Inc. 2.904 31,64 414 26,22
2026-05-12 13F Disciplined Investments, LLC 1.501 -3,22 214 -7,39
2026-02-12 13F CIBC Private Wealth Group, LLC 15.501 -0,67 2.305 1,41
2026-05-06 13F DecisionPoint Financial, LLC 33 0,00 5 0,00
2026-05-15 13F Basso Capital Management, L.p. 3.312 0,00 472 -4,27
2026-05-13 13F GeoWealth Management, LLC 40.612 -0,84 5.784 -5,01
2026-05-07 13F Rice Partnership, LLC 587 0,00 84 -4,60
2026-05-15 13F Evergreen Wealth Solutions, LLC 2.358 336
2026-04-08 13F KWB Wealth 1.395 0,00 207 0,00
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-21 13F Capital Investment Counsel, Inc 342 0,00 49 -4,00
2026-05-18 13F Ashton Thomas Securities, Llc 10.475 1.492
2026-04-09 13F Park Place Capital Corp 193 27
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-24 13F Keb Asset Management, Llc 5.079 -3,28 723 -7,31
2026-05-01 13F Welch & Forbes Llc 1.456 0,00 207 -4,17
2026-04-28 13F Hardy Reed LLC 55.978 2,04 7.973 -2,26
2026-05-15 13F Bank Of America Corp /de/ 6.618.420 3,13 942.662 -1,21
2026-05-13 13F Scotia Capital Inc. 0 -100,00 0
2026-05-15 13F Headinvest, Llc 2.210 0,59 315 -3,68
2026-04-13 13F Professional Financial Advisors, LLC 8.276 -28,33 1.179 -31,35
2026-05-08 13F Smithfield Trust Co 102.314 0,18 15 -6,67
2026-05-12 13F Independent Advisor Alliance 42.998 620,36 6.124 590,42
2026-04-23 13F American National Bank 4.812 14,63 685 9,78
2026-04-20 13F Eagle Strategies LLC 1.897 0,80 270 -3,23
2026-05-14 13F Atomi Financial Group, Inc. 43.108 92,90 6.140 84,80
2026-04-24 13F Squire Investment Management Company, LLC 232.201 7,81 33.072 3,27
2026-05-28 13F Blue Fin Capital, Inc. 34.065 17,13 4.852 12,21
2026-04-24 13F Keybank National Association/oh 15.311 -0,03 2.181 -4,26
2026-05-15 13F KM Capital Management Ltd. 0 -100,00 0
2026-05-11 13F WealthTrust Axiom LLC 1.985 2,48 283 -2,08
2026-04-07 13F Park Avenue Securities Llc 47.592 1,69 7 0,00
2026-05-11 13F Cigna Investments Inc /new 209.887 3,69 30 -3,33
2026-02-13 13F Stark Wealth Management LLC 1.353 201
2026-05-13 13F BlackRock, Inc. 79.917.650 13,02 11.382.671 8,26
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-20 13F First PREMIER Bank 686 -6,79 0
2026-05-08 13F LaSalle St. Investment Advisors, LLC 19.811 5,98 2.822 140.950,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 288.164 -37,29 40.071 -42,36
2026-04-10 13F Rede Wealth, LLC 60.471 4,91 8.613 0,49
2026-05-12 13F Stokes Family Office, LLC 142.304 -13,91 20.268 -17,54
2026-05-13 13F AE Wealth Management LLC 24.657 12,40 3.512 7,70
2026-05-13 13F ShoreHaven Wealth Partners, LLC 25.914 7,04 3.691 2,53
2026-04-27 13F Independent Solutions Wealth Management, LLC 47.989 -3,25 6.835 -7,32
2026-04-30 13F Corrado Advisors, Llc 8.612 1,22 1.227 -3,01
2026-04-10 13F OMNI 360 Wealth, Inc. 104.901 7,51 14.941 1,29
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 24.131 -1,95 3.437 -6,07
2026-05-08 13F Roundview Capital LLC 5.762 42,06 821 35,99
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 627 0,00 89 -4,30
2026-05-08 13F Glenview Trust Co 97.742 -0,12 13.921 -4,32
2025-12-05 13F Vestwell Advisors, LLC 591 7,07
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-06 13F Hurley Capital, LLC 578 0,00 82 -3,53
2026-05-08 13F Pnc Financial Services Group, Inc. 60.221 -12,36 8.577 -16,05
2026-04-16 13F Birch Financial Group, Llc 14.916 -1,64 2.124 -5,77
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-05-13 13F Geometric Wealth Advisors 5.641 15,90 803 11,07
2026-05-04 13F Two West Capital Advisors LLC 0 -100,00 0
2026-05-08 13F Burke & Herbert Bank & Trust Co 2.220 0,00 316 -4,24
2026-02-09 13F Bellwether Advisors, LLC 0 -100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Core Alternative Capital 1.120 0,00 160 -4,22
2026-04-07 13F Blueline Advisors Llc 228 0,00 32 -3,03
2026-04-28 13F Whittier Trust Co 5.295 0,00 764 -4,62
2026-05-11 13F Seeds Investor Llc 1.740 265
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 3.806 -86,49 1 -100,00
2026-05-06 13F Crescent Grove Advisors, LLC 80.823 -3,70 11.512 -7,75
2026-04-15 13F Milestone Asset Management, Llc 7.793 -2,83 1.110 -6,96
2026-05-11 13F Ironsides Asset Advisors, LLC 288.878 0,14 41.145 -4,08
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 2.639 0,00 376 -4,34
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 1.711.050 -4,28 243.705 -7,92
2026-05-04 13F WJ Financial Advisors LLC 1.847 263
2026-05-13 13F Kovitz Investment Group Partners, LLC 10.506 3,55 1.496 -0,80
2026-04-28 13F Ntv Asset Management Llc 3.694 0,00 526 -4,19
2026-05-01 13F Mutual Advisors, LLC 21.133 8,25 3.010 3,72
2026-05-04 13F First Foundation Advisors 84.206 -8,55 11.993 -12,40
2026-04-14 13F Nbc Securities, Inc. 2.529 8,63 360 4,05
2026-02-09 13F Kestra Investment Management, LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 1.841 -81,78 262 -82,56
2026-05-11 13F Cadinha & Co Llc 2.772 0,00 395 -4,37
2026-05-15 13F Toronto Dominion Bank 14.343 203,88 2.042 191,30
2026-04-24 13F Horizon Wealth Management, LLC 2.120 -15,47 302 -19,09
2026-04-15 13F Sowa Financial Group, Inc. 15.831 -4,84 2 0,00
2026-04-16 13F Financial Designs Corp 284.249 0,38 40.486 -3,84
2026-04-30 13F Waterfront Wealth Inc. 1.517 0,00 216 -5,68
2026-05-06 13F VSM Wealth Advisory, LLC 15 2
2026-05-06 13F Diversified Portfolios, Inc. 51.769 16,01 7.373 11,12
2026-04-29 13F Solidarilty Wealth, LLC 3.747 0,00 534 -4,31
2026-05-14 13F Mission Creek Capital Partners, Inc. 3.416 0,00 487 -4,14
2026-05-05 13F Aventura Private Wealth, LLC 58 0,00 8 0,00
2026-04-15 13F Weatherly Asset Management L. P. 159.673 1,05 22.742 -3,20
2026-05-15 13F Alliancebernstein L.p. 10.650.612 6,78 1.583.639 6,78
2026-04-10 13F HT Partners LLC 2.450 -0,33 349 -4,66
2026-05-01 13F BKD Wealth Advisors, LLC 338.550 -1,73 48.220 -5,87
2026-05-15 13F Gotham Asset Management, LLC 130.604 1,49 18.602 -2,79
2026-04-22 13F Sylvest Advisors, LLC 7.921 -1,26 1.128 -5,37
2026-04-21 13F Buttonwood Financial Advisors Inc. 20.057 -2,42 2.857 -6,54
2026-04-08 13F Lynch & Associates/in 57.884 1,81 8.244 -2,47
2026-05-05 13F NerdWallet Wealth Partners, LLC 1.477 -1,60 210 -5,83
2026-05-07 13F Principle Wealth Partners Llc 3.336 0,09 475 -4,04
2026-04-08 13F Cambridge Financial Group, LLC 4.850 48,32 691 55,76
2026-05-14 13F Vivaldi Capital Management, LLC 18.593 -4,88 2.648 -8,88
2026-04-27 13F Meramec Financial Planners, LLC 638 0,00 99 3,13
2026-05-12 13F Stephenson & Company, Inc. 13.202 0,00 1.880 -4,23
2026-04-21 13F Encompass Wealth Advisors, Llc 2.416 -5,37 344 -9,23
2026-02-10 13F Transatlantique Private Wealth Llc 1.489 0,00 221 2,31
2026-05-04 13F Savant Capital, LLC 345.197 41,66 49.166 35,70
2026-04-21 13F Pinnacle Associates Ltd 3.513 -0,40 500 -4,58
2026-05-04 13F Objective Capital Management, LLC 15.213 -1,68 2.167 -5,83
2026-04-22 13F Smallwood Wealth Investment Management, LLC 342.517 -0,94 48.785 -5,11
2026-04-14 13F Rf&l Wealth Management, Llc 28.892 4,29 4.115 -0,10
2026-05-15 13F Smartleaf Asset Management LLC 10.398 -1,10 1.438 -8,70
2026-04-15 13F Parsons Capital Management Inc/ri 6.000 213,81 855 200,70
2026-05-11 13F Brooklyn FI, LLC 76.056 2,96 10.833 -1,38
2026-04-21 13F Financial Architects, LLC 18.355 20,12 2.614 15,10
2026-04-14 13F Westend Capital Management LLC 913 0,00 130 -3,70
2026-05-07 13F Capital Performance Advisors Llp 9.170 -2,07 1.306 -6,18
2026-05-19 13F McIlrath & Eck, LLC 444 -2,63 63 -5,97
2026-04-28 13F Jacksonville Wealth Management, LLC 2.083 0,00 297 -4,21
2026-04-13 13F Shira Ridge Wealth Management 2.598 -1,33 370 -5,37
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 982 0,00 140 -4,79
2026-05-14 13F Retirement Capital Strategies 2.954 0,00 421 -4,33
2026-05-14 13F Neuberger Berman Group LLC 18.025 -7,49 2.567 -11,39
2026-05-08 13F Financial Strategies Group, Inc. 4.089 -4,24 640 -0,93
2026-05-11 13F Sittner & Nelson, Llc 1.645 0,00 234 -5,65
2026-05-15 13F Silvercrest Asset Management Group Llc 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 3.333 -40,08 475 -42,68
2026-04-09 13F Planned Solutions, Inc. 227.909 5,33 32.461 0,90
2026-05-08 13F Russell Investments Group, Ltd. 7.289 7,11 1.038 2,67
2026-04-10 13F DKM Wealth Management, Inc. 49.147 1,19 7.000 -3,07
2026-04-23 13F Caliber Wealth Management, LLC / KS 10.587 -8,77 1.508 -12,64
2026-05-14 13F Vident Advisory, LLC 200.636 10,15 28.577 5,52
2026-01-30 13F Caldwell Securities, Inc 157 0,00 23 4,55
2026-04-08 13F Castle Rock Wealth Management, LLC 2.422 0,21 348 -3,60
2026-05-13 13F Measured Wealth Private Client Group, LLC 1.529 0,00 218 -4,41
2026-04-30 13F Selective Wealth Management, Inc. 2.316 7,92 360 10,77
2026-05-08 13F Goldenstone Wealth Management LLC 1.861 0,16 265 -3,99
2026-05-11 13F Options Solutions, Llc 4.214 0,00 600 -4,15
2026-04-21 13F Mayport, Llc 8.827 0,00 1.257 -4,19
2026-04-30 13F Verdence Capital Advisors LLC 7.323 16,00 1.043 11,19
2026-05-13 13F Lloyd Advisory Services, LLC. 187 -65,88 27 -67,90
2026-04-28 13F Appleton Partners Inc/ma 2.354 -9,84 0
2026-04-10 13F Connecticut Capital Management Group, LLC 29.994 -3,72 4.272 -7,77
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-17 13F Wealth Management Partners, LLC 1.752 0,00 250 -4,23
2026-04-13 13F GoalVest Advisory LLC 430 0,00 61 -3,17
2026-04-30 13F Yukon Wealth Management, Inc. 39.125 1,35 5.573 -3,70
2026-05-06 13F Heartland Bank & Trust Co 2.247 320
2026-04-08 13F Asempa Wealth Advisors 16.298 2,53 2.338 -1,10
2026-05-12 13F Leading Edge Financial Planning LLC 4.060 578
2026-04-27 13F Pensionmark Financial Group, Llc 35.067 1,50 4.994 -2,78
2026-04-02 13F Hilltop National Bank 110 -45,27 16 -48,28
2026-05-19 13F Front Row Advisors LLC 225 0,45 32 -3,03
2026-05-06 13F Three Arch Wealth Management LLC 13.044 0,00 1.858 -4,23
2026-04-08 13F Ervin Investment Management, LLC 7.483 1.066
2026-05-01 13F Associated Banc-corp 16.814 -3,84 2.395 -7,89
2026-05-15 13F Transamerica Financial Advisors, Inc. 227 32
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 4.110 4,71 585 0,34
2026-04-15 13F APS Management Group, Inc. 4.578 0,00 652 -4,12
2026-04-13 13F IFP Advisors, Inc 120.211 -20,56 17.122 -23,91
2026-05-13 13F First Citizens Bank & Trust Co 17.340 68,97 2.470 61,90
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5.894 0,00 851 -4,60
2026-04-07 13F CoreCap Advisors, LLC 3.579 0,25 510 -3,96
2026-04-24 13F RKL Wealth Management LLC 2.171 0,05 309 -4,04
2026-04-09 13F Diversified Management Inc 1.600 0,00 228 -4,22
2026-05-15 13F/A Tudor Financial Inc. 1.459 1,39 208 -2,82
2026-05-06 13F 71 West Capital Partners 68.023 15,13 9.689 10,28
2026-04-21 13F RCS Financial Planning, LLC 2.064 -24,23 294 -27,41
2026-04-30 13F Main Street Research LLC 0 -100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 23.979 -5,91 3.415 -9,87
2026-05-18 13F Graney & King, LLC 67 0,00 10 0,00
2026-05-06 13F Ascent Wealth Partners, LLC 2.493 0,00 355 -4,05
2026-04-13 13F Kelly Financial Services LLC 21.433 5,63 3.053 1,19
2026-04-28 13F Townsend Financial Planning, LLC 3.177 0,16 452 -4,03
2026-05-04 13F Carrera Capital Advisors 24.460 -7,14 3.484 -11,06
2026-04-27 13F Capital Advisors Inc/ok 5.383 -0,55 767 -4,73
2026-05-14 13F Betterment LLC 10.617.929 -0,59 1.512 -4,79
2026-01-29 13F Vanguard Group Inc 23.561 12,31 3.503 14,66
2026-05-11 13F HBK Sorce Advisory LLC 47.767 -0,29 7.699 6,34
2026-02-11 13F Empowered Funds, LLC 5.741 -70,78 854 -70,19
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-05 13F Tortoise Investment Management, LLC 115.343 -3,24 16.428 -7,32
2026-05-15 13F DV Trading LLC 11.157 217,68 1.589 204,41
2026-04-21 13F Unique Wealth, Llc 32.428 58,25 4.619 51,61
2026-05-06 13F Morling Financial Advisors, LLC 17.367 -0,64 2.474 -4,81
2026-04-30 13F KLCM Advisors, Inc. 7.568 -3,42 1.078 -7,55
2026-04-21 13F Old National Bancorp /in/ 2.557 -44,34 364 -46,71
2026-05-01 13F Rossmore Private Capital 4.125 0,00 588 -4,24
2026-04-16 13F Brookstone Capital Management 111.020 -8,87 15.813 -12,71
2026-04-10 13F Cooke Wealth Management, LLC 5.358 -13,55 763 -18,57
2026-05-20 13F Hobbs Group Advisors, LLC 13.479 0,78 1.920 -3,47
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 113.011 4,97 16.096 0,56
2026-05-06 13F Gryphon Financial Partners LLC 12.225 0,02 1.741 -4,18
2026-05-08 13F Cornerstone Financial Management LLC 4.000 0,00 570 -4,21
2026-05-13 13F Keystone Wealth Services, LLC 7.431 0,01 1.058 -4,17
2026-04-10 13F PFW Advisors LLC 2.465 0,00 351 -4,10
2026-04-29 13F Cary Street Partner Investment Advisory Llc 819 -0,49 117 -4,92
2026-04-27 13F Level Wealth Management LLC 81.158 0,60 11.559 -3,63
2026-05-11 13F Allstate Corp 5.345.013 327,64 761.290 309,64
2026-04-30 13F First National Bank & Trust Co Of Newtown 19.130 -4,01 2.725 -8,07
2026-05-15 13F Fmr Llc 1.050.980 6,13 149.691 1,66
2026-05-08 13F SHP Wealth Management 6.249 75,34 890 67,92
2026-04-07 13F Signaturefd, Llc 14.655 -1,56 2.087 -5,69
2026-04-23 13F Accurate Wealth Management, LLC 22.379 -37,28 3.327 -38,57
2026-05-01 13F Richardson Financial Services Inc. 300 0,33 43 -4,55
2026-04-21 13F Merkkuri Wealth Advisors LLC 265 38
2026-04-28 13F Robertson Stephens Wealth Management, LLC 85.631 -33,34 12.196 -36,14
2026-05-14 13F PlanVest Financial, Inc 10 1
2026-04-29 13F Cahaba Wealth Management, Inc. 17.719 58,96 2.524 52,26
2026-05-05 13F GuidedMoney, LLC 87.940 0,35 12.525 -3,87
2026-04-20 13F Peirce Capital Management, LLC 159.401 4,78 22.703 0,37
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-04-23 13F Inman Jager Wealth Management, LLC 5.481 0,00 781 -4,18
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 842 -50,27 0
2026-05-08 13F Opus Financial Solutions LLC 0 -100,00 0
2026-05-11 13F Sage Mountain Advisors LLC 79.649 38,11 11.344 32,29
2026-05-06 13F Modera Wealth Management, LLC 53.427 -1,88 7.610 -6,02
2026-04-22 13F Advocate Investing Services LLC 10 0,00 1 0,00
2026-05-15 13F Vestmark Advisory Solutions, Inc. 2.462 351
2026-05-08 13F United Financial Planning Group LLC 464 66
2026-05-11 13F Legacy Edge Advisors, LLC 1.616 0,00 230 -4,17
2026-04-17 13F CENTRAL TRUST Co 61.356 -6,45 8.739 -10,40
2026-04-16 13F GEN Financial Management, INC. 4.137 0,00 589 -4,23
2026-05-12 13F Kovack Advisors, Inc. 70.842 -9,67 10.097 -13,42
2026-05-14 13F Regal Investment Advisors LLC 5.754 -1,99 820 -6,08
2026-04-27 13F Latitude Advisors, LLC 3.497 3,61 498 -0,60
2026-04-21 13F Mayfair Advisory Group, LLC 1.800 0,00 256 -4,48
2026-05-15 13F Aqr Capital Management Llc 334.051 5,13 47.579 0,70
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-05-14 13F Marble Wealth, LLC 4.332 0,23 617 -4,05
2026-05-12 13F Leavell Investment Management, Inc. 1.842 0,00 262 -4,03
2026-04-27 13F Truist Financial Corp 276.243 -42,44 39.345 -44,86
2026-05-11 13F Financial Symmetry Inc 2.666 0,00 419 5,81
2026-05-15 13F NorthRock Partners, LLC 11.277 21,51 1.606 16,38
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 1.625 0,00 231 -4,15
2026-05-14 13F Northern Trust Corp 182.918 -1,73 26.053 -5,86
2026-01-29 13F Concurrent Investment Advisors, LLC 33.403 60,12 4.967 63,46
2026-04-27 13F Soltis Investment Advisors LLC 36.972 -0,36 5.266 -4,57
2026-04-07 13F Stonekeep Investments, LLC 7.820 10,19 1.114 111.200,00
2026-05-06 13F Greenwood Gearhart Inc 39.348 -23,65 5.604 -26,87
2026-05-14 13F Frederick Financial Consultants, LLC 1.438 -6,99 205 -10,92
2026-04-13 13F Ayrshire Capital Management LLC 3.681 12,84 524 8,26
2026-05-07 13F Tidemark, LLC 2.300 0,00 328 -4,11
2026-05-07 13F Argyle Capital Partners, LLC 1.950 -3,08 278 -7,36
2026-04-20 13F Penobscot Wealth Management 9.693 -0,11 1.381 -4,30
2026-04-21 13F Penn Davis Mcfarland Inc 2.500 0,00 356 -4,04
2026-05-06 13F Vista Capital Partners, Inc. 2.875 -28,21 409 -31,26
2026-05-11 13F High Note Wealth, LLC 283 0,00 40 -4,76
2026-05-14 13F Synergy Investment Management, LLC 724 103
2026-04-21 13F Shepherd Street Advisors LLC 31.463 0,00 4.481 -4,21
2026-04-30 13F Villere St Denis J & Co Llc 2.000 -20,00 285 -23,45
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 1.778 0,11 253 -4,17
2026-05-06 13F Precision Wealth Strategies, LLC 5.297 0,00 754 -4,19
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 12.723 -1,40 1.812 -5,53
2026-05-01 13F Fifth Third Bancorp 152.691 1.050,47 21.748 1.002,23
2026-04-20 13F SILVER OAK SECURITIES, Inc 9.739 0,09 1.387 -4,80
2026-04-14 13F Centerline Wealth Advisors, LLC 34.430 4.904
2026-05-07 13F Symphony Financial Services, Inc. 29.434 3,18 4.192 -1,16
2026-05-08 13F Truepoint, Inc. 320.658 -1,28 45.671 -5,43
2026-04-24 13F My Purposeful Wealth Corp. 123.412 8,27 17.578 3,71
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-07 13F Element Pointe Advisors, Llc 2.475 0,00 353 -4,35
2026-05-07 13F MONECO Advisors, LLC 52.079 -3,52 7.418 -7,58
2026-05-01 13F Oakwell Private Wealth Management, LLC 115.357 0,06 16.430 -4,15
2026-04-23 13F SJS Investment Consulting Inc. 468 67
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 2.913 -13,94 415 -17,69
2026-04-14 13F Patriot Investment Management Inc. 58.988 -2,08 8.402 -6,21
2026-04-23 13F Tarbox Family Office, Inc. 4.713 0,00 671 -4,14
2026-04-30 13F Kestra Advisory Services, LLC 414.259 14,86 59.003 10,02
2026-04-13 13F Amplius Wealth Advisors, LLC 49.059 -0,52 6.988 -4,71
2026-02-02 13F Banyan Capital Management, Inc. 0 -100,00 0
2026-04-21 13F Columbus Macro, LLC 36.178 -7,18 5.153 -11,10
2026-04-15 13F Eaton Financial Holdings Company, LLC 1.630 232
2026-05-04 13F Calamos Advisors LLC 6.412 913
2026-05-08 13F Resources Investment Advisors, LLC. 155.588 32,20 22.160 26,64
2026-04-14 13F FC Advisory LLC 1.918 -5,75 273 -9,60
2026-04-08 13F Doliver Advisors, Lp 33.628 -0,21 4.790 -4,41
2026-04-15 13F Cisco Systems, Inc. 1.372.500 -3,51 195.485 -7,58
2026-04-07 13F Five Oceans Advisors 2.623 0,00 374 -4,36
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 1.600 0,00 228 -4,22
2026-05-12 13F Laurel Wealth Advisors LLC 3.580 0,00 577 8,46
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 40.337 -23,87 5.745 -27,07
2026-04-15 13F Norden Group Llc 3.840 -5,04 547 -9,15
2026-05-13 13F E-Wealth Partners, LLC 184.230 27.393
2026-04-16 13F Phillips Financial Management, Llc 14.215 -15,64 2.025 -19,20
2026-05-14 13F Providence Capital Advisors, LLC 249 35
2026-05-13 13F Aureus Asset Management, LLC 2.562 0,00 365 -4,21
2026-04-23 13F Global Trust Asset Management, LLC 133 0,00 19 -5,26
2026-01-14 13F ORG Partners LLC 2.500 9,27 372 11,41
2026-05-13 13F Visionary Wealth Advisors 10.228 -2,96 1.457 -7,08
2026-05-15 13F AlphaCore Capital LLC 41.529 11,16 5.915 6,50
2026-04-29 13F First Interstate Bank 12.541 -5,16 1.786 -9,16
2026-04-14 13F Xena Financial Planning, LLC 0 -100,00 0
2026-04-21 13F Signature Wealth Management Partners, LLC 9.979 2,41 1.421 -1,86
2026-05-13 13F Signature Equity Partners, LLC 637 -5,35 91 -10,00
2026-04-28 13F LVZ Advisors, Inc. 50.677 7,00 7.218 2,50
2026-04-20 13F Ritholtz Wealth Management 42.390 2,55 6.038 -1,77
2026-05-04 13F Mill Capital Management, LLC 1.034 0,00 147 -3,92
2026-04-20 13F YANKCOM Partnership 3.500 0,00 499 -4,23
2026-04-21 13F Strategic Equity Management 22.345 -2,66 3.183 -6,77
2026-04-24 13F Clarity Wealth Advisors, LLC 1.534 -5,13 218 -9,17
2026-04-28 13F Stratos Wealth Partners, LTD. 73.205 -3,01 10.427 -7,09
2026-05-13 13F Allie Family Office LLC 35.326 2,36 5.031 -1,95
2026-05-12 13F TD Waterhouse Canada Inc. 5.773 2,58 828 -0,96
2026-05-05 13F Mjp Associates Inc /adv 2.537 13,11 361 8,41
2026-04-22 13F SC&H Financial Advisors, Inc. 21.664 -3,24 3.086 -7,30
2026-05-07 13F Virtue Capital Management, LLC 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 20.076 0,00 2.859 -4,22
2026-04-13 13F Cyndeo Wealth Partners, LLC 16.108 13,50 2.294 8,72
2026-05-05 13F West Paces Advisors Inc. 18 0,00 3 0,00
2026-05-04 13F IFC Advisors LLC 4.122 -15,50 587 -19,03
2026-05-13 13F ETF Portfolio Partners, Inc. 70.766 2,12 10.079 -2,17
2026-04-28 13F Clear Retirement Advice LLC 83.503 1,83 11.893 -3,24
2026-05-13 13F Yarger Wealth Strategies, Llc 1.619 0,00 231 -4,17
2026-02-13 13F Sei Investments Co 2.850 424
2026-04-16 13F Capital Advisors, Ltd. LLC 39.254 0,00 6 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 221.090 -1,59 31.490 -5,73
2026-04-22 13F Traphagen Investment Advisors Llc 5.625 15,62 801 10,79
2026-04-09 13F Clarity Capital Advisors, LLC 1.630 0,00 232 -4,13
2026-05-13 13F Hudock, Inc. 45.997 6,55 6.551 2,07
2026-05-16 13F Sunbelt Securities, Inc. 42.279 7,41 6.022 2,89
2026-04-16 13F Johnson Bixby & Associates, LLC 587.001 -14,88 83.606 -18,46
2026-04-21 13F Accredited Investor Services, Llc 2.571 79,92 366 72,64
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 51.701 2,38 7.364 -1,93
2026-04-10 13F Quaker Wealth Management, LLC 129 0,00 18 -5,26
2026-05-05 13F Fisher Asset Management, LLC 4.124 46,61 588 40,43
2026-04-20 13F City State Bank 112 0,00 16 -6,25
2026-01-06 13F ShankerValleau Wealth Advisors, Inc. 0 -100,00 0 -100,00
2026-04-10 13F Harbor Group, Inc. 3.909 3,77 557 -0,71
2026-04-15 13F Alhambra Investment Partners LLC 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 5.500 0,00 783 -4,16
2026-05-14 13F Arcadia Wealth Management, Inc. 2.008 -1,57 286 -5,94
2026-05-01 13F AF Advisors, Inc. 3.379 0,00 481 -4,18
2026-04-28 13F Golden State Wealth Management, LLC 4.055 -16,06 578 -19,64
2026-04-15 13F Planning Directions Inc 1.796 -5,42 256 -9,57
2026-05-15 13F Claar Advisors LLC 994.820 0,02 141.692 -4,19
2026-05-12 13F Awm Capital, Llc 4.650 0,19 662 -4,06
2026-05-07 13F Human Investing LLC 8.408 -0,31 1.198 -4,55
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 100.274 2,93 14.282 -1,39
2026-04-09 13F Aletheian Wealth Advisors LLC 161.336 -9,94 22.979 -11,93
2026-04-22 13F Madison Park Capital Advisors, LLC 0 -100,00 0
2026-05-07 13F Francis Financial, Inc. 2.199 0,00 313 -3,99
2026-05-14 13F Financial Network Wealth Advisors LLC 571 1,06 81 -3,57
2026-04-14 13F Prospera Financial Services Inc 35.431 -6,84 5.048 -10,77
2026-05-14 13F Pinnacle Financial Partners, Inc. 24.601 0,53 3.504 -3,74
2026-04-21 13F Pacific Park Financial, Inc. 6.154 -6,07 877 -10,06
2026-05-11 13F Ashton Thomas Private Wealth, LLC 86.958 -1,79 12.385 -5,92
2026-04-22 13F Riverbend Wealth Management, LLC 16.346 2,46 2.328 -1,85
2026-05-13 13F Douglass Winthrop Advisors, LLC 2.605 -13,02 371 -16,63
2026-04-28 13F McGuire Investment Group, LLC 2.879 12,33 410 7,61
2026-04-24 13F Petros Family Wealth, LLC 5.017 -39,61 715 -42,19
2026-05-01 13F Capital City Trust Co/fl 6.992 0,00 996 -4,23
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 365.958 1,82 52.084 -2,55
2026-04-30 13F Beacon Financial Group 124.398 6,25 17.718 1,78
2026-05-07 13F Cassaday & Co Wealth Management LLC 3.845 -2,93 548 -6,97
2026-05-05 13F Rollins Financial Advisors, LLC 75.939 -2,70 10.816 -6,80
2026-04-30 13F Legacy Financial Advisors, Inc. 169.271 -4,90 24.109 -8,90
2026-04-29 13F W Advisors, Llc 2.876 -52,91 410 -54,96
2026-04-15 13F Cypress Wealth Services, LLC 7.556 -10,46 1.076 -14,19
2026-05-12 13F Colonial Trust Co / SC 3.556 3,79 506 -0,59
2026-04-13 13F Catalyst Private Wealth, Llc 168.802 5,44 24.042 1,00
2026-04-22 13F Grove Street Fiduciary, LLC 2.206 0,00 314 -4,27
2026-04-21 13F Northeast Investment Management 5.217 0,00 743 -4,13
2026-04-29 13F American Capital Advisory, LLC 54 0,00 8 -12,50
2026-04-08 13F JGP Wealth Management, LLC 297.408 4,14 42.360 -0,24
2026-04-21 13F River Street Advisors LLC 4.864 13,64 693 8,81
2026-04-13 13F Lake Street Financial Llc 0 -100,00 0
2026-04-07 13F Fragasso Group Inc. 3.501 -4,86 505 -7,68
2026-05-13 13F Aviso Financial Inc. 465.585 16,53 66.309 11,62
2026-05-05 13F Signet Financial Management, Llc 2.049 0,00 292 -4,28
2026-05-13 13F SRS Capital Advisors, Inc. 45.805 -17,46 6.524 -20,93
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-05-12 13F Guidance Point Advisors, LLC 15.520 1,82 2.211 -2,47
2026-05-15 13F Qube Research & Technologies Ltd 2.605 -44,41 371 -46,70
2026-05-14 13F Gladstone Institutional Advisory LLC 23.516 -3,09 3.349 -7,15
2026-04-16 13F Westmount Partners, LLC 10.935 0,19 1.557 -4,01
2026-05-07 13F Basepoint Wealth LLC 448 -12,67 64 -17,11
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100,00 0
2026-04-17 13F Paragon Financial Partners, Inc. 1.783 0,00 271 2,26
2026-05-01 13F Towercrest Capital Management 65.773 2,82 9.371 -1,48
2026-05-07 13F MA Private Wealth 36.327 -0,02 5.174 -4,22
2026-05-12 13F Bbr Partners, Llc 105.013 47,31 14.957 41,12
2026-04-28 13F HBE Wealth Management, LLC 78.576 4,22 11.192 -0,16
2026-04-28 13F Life Planning Partners, Inc 176.509 -0,06 25.140 -4,27
2026-05-01 13F Wealthspire Advisors, LLC 94.090 -1,28 13.401 -5,44
2026-05-07 13F Sentinel Trust Co Lba 1.803.511 1,64 257 -2,66
2026-04-15 13F Bernardo Wealth Planning LLC 164.150 1,19 23.380 -3,08
2026-02-02 13F Long Run Wealth Advisors, LLC 3.384 19,49 503 22,09
2026-04-15 13F Atwood & Palmer Inc 8.137 0,12 1.159 -4,14
2026-04-16 13F Davis Capital Management 145 0,00 21 -4,76
2026-04-27 13F Nvwm, Llc 1.735 0,00 247 -3,89
2026-05-13 13F Southeast Asset Advisors Inc. 8.235 -0,69 1.173 -4,87
2026-05-06 13F Bartlett & Co. Wealth Management Llc 5.835 -1,37 917 4,32
2026-05-15 13F Hamilton Capital, LLC 17.035 1,19 2.426 -3,08
2026-05-08 13F Align Financial, LLC 4.880 -99,33 695 -4,14
2026-05-13 13F Triumph Capital Management 1.000 -36,10 142 -38,79
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 6.293 0,00 896 -4,17
2026-01-20 13F Relyea Zuckerberg Hanson LLC 0 -100,00 0
2026-04-21 13F Maltin Wealth Management, Inc. 22.232 9,07 3.167 4,49
2026-05-11 13F Eldridge Investment Advisors, Inc. 328.100 -1,36 46.731 -5,52
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 6.517 -1,48 928 -5,60
2026-05-12 13F Thoroughbred Financial Services, Llc 119.568 1,55 17 0,00
2026-04-15 13F Zullo Investment Group, Inc. 4.364 0,48 622 -3,72
2026-05-13 13F Monograph Wealth Advisors, Llc 2.234 0,00 318 -4,22
2026-05-14 13F Wealth Alliance 10.082 28,55 1.436 23,07
2026-05-12 13F Creative Planning 2.049.370 -1,70 291.892 -5,83
2026-04-29 13F Formulate Financial Llc 27.761 15,96 3.954 11,10
2026-05-15 13F Ameriprise Financial Inc 1.919.909 -7,30 273.404 -11,23
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 8.439 1,38 1.202 -2,91
2026-04-09 13F Tompkins Financial Corp 5.160 -0,39 735 -4,68
2026-04-23 13F Chicago Capital, LLC 9.960 -0,14 1.419 -4,38
2026-04-28 13F RHS Financial, LLC 8.639 -17,14 1.230 -20,65
2026-04-07 13F Orgel Wealth Management, LLC 8.027 13,62 1.143 8,86
2026-05-12 13F Liberty Wealth Management Llc 3.701 115,68 527 106,67
2026-04-08 13F Canandaigua National Trust Co of Florida 0 -100,00 0
2026-05-08 13F SYM FINANCIAL Corp 1.256 0,00 179 -4,30
2026-05-08 13F Oath Planning, LLC 2.640 0,84 376 -3,34
2026-04-09 13F Firethorn Wealth Partners, Llc 1.696 6,13 242 1,69
2026-05-11 13F Aprio Wealth Management, LLC 2.649 377
2026-02-17 13F Running Point Capital Advisors, LLC 5.635 0,00 838 2,07
2026-04-16 13F Capital Investment Advisors, LLC 9.027 -4,79 1.286 -8,80
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-08 13F Payne Capital Management, LLC 0 -100,00 0
2026-05-06 13F Eaton-Cambridge Inc. 4.167 -0,02 594 -4,20
2026-05-15 13F TRUE Private Wealth Advisors 223.533 -1,44 31.838 -5,59
2026-05-15 13F Beacon Pointe Advisors, LLC 331.762 96,38 47.253 88,11
2026-05-14 13F Level Four Advisory Services, Llc 10.026 -3,81 1.428 -7,81
2026-05-13 13F/A Quadrant Capital Group Llc 14 0,00 2 0,00
2026-04-27 13F Canal Capital Management, LLC 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.452 -5,09 634 -9,04
2026-05-13 13F Franklin Resources Inc 44.918 4,85 6.398 0,44
2026-04-14 13F XY Planning Network, Inc. 14.845 -10,00 2.129 -13,17
2026-02-02 13F Wells Financial Advisors INC 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Bluestem Financial Advisors, Llc 5.769 822
2026-04-30 13F Paladin Advisory Group, LLC 345 25,91 49 22,50
2026-02-12 13F Planning Project LLC 658 98
2026-05-04 13F Element Wealth, LLC 64.729 3,94 9.219 -0,43
2026-05-13 13F Mariner, LLC 1.096.242 -3,79 155.568 -8,21
2026-04-22 13F Detalus Advisors, LLC 12.851 48,50 1.830 42,30
2026-05-15 13F Magnolia Capital Advisors Llc 58.182 -34,26 8.287 -37,03
2026-05-01 13F Emerald Investment Partners, Llc 7.264 -0,18 1.035 -4,44
2026-05-05 13F Williams Jones Wealth Management, LLC. 2.975 -17,36 424 -20,93
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 5.191 5,25 739 0,82
2026-04-17 13F Nottingham Advisors, Inc. 1.871 -0,53 266 -4,66
2026-05-11 13F Citigroup Inc 697 -36,29 99 -38,89
2026-04-27 13F Mosley Wealth Management 1 0
2026-05-07 13F Jefferies Financial Group Inc. 23.836 0,01 3.395 -4,21
2026-04-21 13F WMS Group LLC 1.500 -4,46 214 -7,39
2026-05-11 13F Scratch Capital Llc 1.856 -1,17 264 -5,38
2026-04-23 13F West Bancorporation Inc 4.513 -0,99 643 -5,17
2026-05-15 13F United Capital Financial Advisers, Llc 163.823 -11,78 23.332 -15,50
2026-04-22 13F TBH Global Asset Management, LLC 11.160 1.590
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-21 13F Vise Technologies, Inc. 145.507 0,00 21.635 0,00
2026-05-06 13F Independent Order of Foresters 233.510 -65,29 33.259 -66,75
2026-05-07 13F Action Point Financial Planning, Llc 4.046 576
2026-04-09 13F Pacifica Partners Inc. 551 0,00 78 -4,88
2026-04-16 13F Poinciana Advisors Group, Llc 5.082 -0,82 724 -4,99
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.851 0,00 406 -4,02
2026-04-15 13F Silverlake Wealth Management Llc 2.954 12,92 421 8,25
2026-04-14 13F Heirloom Wealth Management 11.340 1.615
2026-05-22 13F Wellington Grp LLC 190 -46,48 27 -48,08
2026-04-13 13F Reston Wealth Management Llc 0 -100,00 0
2026-05-13 13F Kimelman & Baird, LLC 269 0,00 38 -2,56
2026-04-06 13F InTrack Investment Management Inc 2.600 0,00 370 -4,15
2026-04-24 13F Heritage Oak Wealth Advisors Llc 0 -100,00 0
2026-01-30 13F Canandaigua National Bank & Trust Co 36.922 -4,19 5.490 -2,21
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 3.744 0,24 533 -3,96
2026-04-09 13F PFS Partners, LLC 192 0,00 27 -3,57
2026-05-15 13F Larson Financial Group LLC 5.846 -3,23 833 -7,35
2026-04-22 13F Stone Point Wealth LLC 3.870 0,00 551 -4,17
2026-05-14 13F Raymond James Financial Inc 1.948.699 -5,60 277.553 -9,58
2026-05-14 13F Aft, Forsyth & Sober, LLC 10.875 0,00 1.549 -4,27
2026-05-11 13F Integrity Advisory Solutions, LLC 3.358 -30,92 478 -33,80
2026-05-04 13F Wealthgarden F.s. Llc 2.354 27,31 335 19,64
2026-05-13 13F Wealth Management Associates, Inc. 38.628 0,52 5.502 -3,71
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 19.651 52,89 2.799 46,42
2026-05-07 13F Oak Barrel Wealth Advisory LLC 12.923 1.922
2026-05-14 13F Coastal Bridge Advisors, LLC 2.005 -2,39 286 -6,56
2026-05-01 13F Patten & Patten Inc/tn 7.500 0,00 1.068 -4,22
2026-02-02 13F Heritage Financial Services, LLC 122.164 -7,01 18.165 -5,07
2026-04-20 13F MBA Advisors LLC 38.813 -0,26 5.528 -4,44
2026-05-11 13F SCS Capital Management LLC 23.596 0,00 3.361 -4,22
2026-05-06 13F Centennial Bank/AR/ 1.773 0,00 253 -4,18
2026-04-20 13F Davidson Trust Co 2.593 369
2026-04-21 13F Next Level Wealth Planning, LLC 1.954 43,57 278 37,62
2026-04-28 13F Belpointe Asset Management LLC 0 -100,00 0
2026-04-21 13F Grimes & Company, Inc. 3.908 8,22 557 3,73
2026-02-12 13F FineMark National Bank & Trust 1.886 35,88 280 38,61
2026-05-15 13F Morgan Stanley 10.203.087 -6,39 1.453.226 -10,33
2026-01-28 13F Edge Financial Advisors LLC 63.572 -65,76 9.453 -65,05
2026-05-01 13F Riverview Trust Co 2.154 0,00 307 -4,37
2026-04-28 13F RW Investment Management LLC 32.544 897,36 4.635 875,79
2026-05-05 13F LFA - Lugano Financial Advisors SA 497 0,00 71 -4,11
2026-05-13 13F Pinnacle Financial Group, LLC / IL 1.755 0,11 250 -4,23
2026-04-20 13F WealthSpring Partners, LLC 2.256 0,09 321 -4,18
2026-05-01 13F Arq Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Readystate Asset Management Lp 0 -100,00 0
2026-04-17 13F Monticello Wealth Management, Llc 95.397 -10,34 13.587 -14,12
2026-04-22 13F Traveka Wealth, LLC 14.085 0,23 2.006 -3,97
2026-04-06 13F Baring Financial LLC 9.139 0,91 1.302 -3,34
2026-05-07 13F Confluence Wealth Services, Inc. 2.040 0,79 291 -3,33
2026-04-14 13F Nova Wealth Management, Inc. 300 0,00 43 -4,55
2026-04-21 13F Patton Albertson Miller Group, Llc 169.121 -6,72 24.088 -10,65
2026-05-11 13F Timmons Wealth Management, LLC 320 0,00 46 -4,26
2026-02-09 13F Private Capital Advisors, Inc. 0 -100,00 0
2026-05-14 13F Endeavor Private Wealth, Inc. 31.485 -16,38 4.484 -19,90
2026-05-04 13F NWF Advisory Services Inc. 111.291 1,73 15.851 -2,56
2026-05-01 13F Hantz Financial Services, Inc. 1.449 -1,23 0
2026-04-07 13F Mb, Levis & Associates, Llc 152 0,00 22 -4,55
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2.412 0,00 344 -4,19
2026-05-13 13F Capital Group Private Client Services, Inc. 1.493 0,20 213 -4,07
2026-04-06 13F Highline Wealth Partners Llc 84 0,00 12 -8,33
2026-04-09 13F Lantz Financial LLC 1.908 3,19 272 -1,09
2026-04-30 13F Sequoia Financial Advisors, LLC 74.447 0,15 10.604 -4,07
2026-05-15 13F Two Sigma Investments, Lp 3.800 0,00 541 -4,25
2026-04-30 13F Valued Wealth Advisors LLC 162 0,00 23 -4,17
2026-05-11 13F Shepherd Financial Partners LLC 2.590 5,71 369 1,10
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-21 13F SmartHarvest Portfolios, LLC 30.260 -3,70 4.310 -7,77
2026-05-11 13F Aptus Capital Advisors, LLC 98.286 -47,43 13.999 -49,64
2026-05-13 13F Invst, LLC 1.650 -84,50 235 -85,15
2026-05-07 13F Northwestern Mutual Wealth Management Co 443.636 1,56 63.187 -2,71
2026-05-12 13F ForthRight Wealth Management, LLC 4.708 0,02 670 -4,15
2026-05-14 13F Klingman & Associates, LLC 10.480 -0,29 1.493 -4,48
2026-04-16 13F Montecito Bank & Trust 28.983 -8,36 4.128 -12,21
2026-05-06 13F Eq Llc 3.932 3,83 560 -0,53
2026-04-20 13F Tanager Wealth Management LLP 1.107.276 10,96 157.709 6,29
2026-04-22 13F MN Wealth Advisors, LLC 11.219 3,68 1.598 -0,75
2026-04-14 13F Wealthcare Advisory Partners LLC 44.625 57,96 6.356 51,31
2026-04-13 13F ONE Advisory Partners, LLC 3.153 54,71 449 48,18
2026-04-27 13F Moneywise, Inc. 58.693 -18,36 8.360 -21,80
2026-04-24 13F TSG Advice Partners, LLC 1.612 0,19 230 -4,18
2026-04-30 13F Csenge Advisory Group 16.351 2,90 2.329 -1,44
2026-04-17 13F AdvisorNet Financial, Inc 20.731 1,48 2.953 -2,80
2026-04-30 13F Accredited Investors Inc. 15.553 0,96 2.215 -3,28
2026-05-07 13F Facet Wealth, Inc. 786.111 24,27 111.966 16,37
2026-05-11 13F COFG Advisors, LLC 1.561 0,26 222 -3,90
2026-04-24 13F Axis Wealth Partners, LLC 2.234 0,04 318 -3,93
2026-04-08 13F West Financial Advisors, LLC 1.175 0,00 167 -4,02
2026-04-15 13F Wright Fund Managment, LLC 306.121 43.587
2026-05-04 13F Gleason Group, Inc. 137.129 -1,40 19.531 -5,55
2026-04-14 13F Family Wealth Partners, Llc 306.121 15,75 43.587 10,84
2026-05-13 13F Buckingham Strategic Partners 5.415.954 7,39 770.865 2,80
2026-04-29 13F WealthPlan Investment Management, LLC 6.633 15,38 945 10,54
2026-05-05 13F Napier Financial, LLC 1.525 217
2026-05-05 13F Almanack Investment Partners, LLC. 9.406 3,90 1.340 -0,52
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 83.378 -9,47 11.875 -13,28
2026-05-15 13F SIMA Wealth Partners, LLC 473 0,00 67 -4,29
2026-04-28 13F Raleigh Capital Management Inc. 144 -95,53 21 -95,82
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Able Wealth Management LLC 29.024 2,02 4.134 -2,29
2026-05-08 13F Darden Wealth Group Inc 2.722 -1,80 388 -6,07
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 2.229 54,58 317 48,13
2026-04-17 13F Ambassador Advisors, LLC 4.004 1,26 570 -2,90
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 44 2,33 6 0,00
2026-05-12 13F Carr Financial Group Corp 22.630 -7,05 3.223 -10,97
2026-04-02 13F Ares Financial Consulting, LLC 11.556 43,93 1.658 38,89
2026-04-17 13F Nova R Wealth, Inc. 1.741 -0,46 248 -5,00
2026-05-15 13F Susquehanna International Group, Llp Call 35.000 41,13 4.985 35,20
2026-05-15 13F Susquehanna International Group, Llp Put 33.900 123,03 4.828 113,63
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-04-24 13F Balentine LLC 6.243 -44,87 889 -47,18
2026-04-13 13F Creative Financial Designs Inc /adv 2.020 0,80 288 -3,37
2026-04-27 13F Lodestar Private Asset Management Llc 3.395 -0,44 484 -4,73
2026-05-12 13F Prism Planning Partners LLC 169.014 4,31 24.073 -0,08
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 91.479 -2,88 13.029 -6,97
2026-05-15 13F Steffes Financial, Ltd. 392.836 -0,77 55.952 -4,95
2026-05-15 13F Equitable Holdings, Inc. 195.916 -12,01 69 -99,79
2026-05-12 13F Crusonia Wealth Advisors LLC 11.099 4,31 1.581 -0,13
2026-02-09 13F Valtinson Bruner Financial Planning LLC 0 -100,00 0
2026-05-12 13F Clark Wealth Partners 14 2
2026-04-15 13F Activest Wealth Management 355 886,11 51 900,00
2026-05-15 13F Cardiff Park Advisors, Llc 16.775 0,20 2.389 -4,02
2026-05-18 13F Edgestream Partners, L.P. 4.233 -43,04 603 -45,47
2026-05-13 13F Adviser Investments LLC 1.539 219
2026-04-14 13F SigFig Wealth Management, LLC 4.042.349 11,11 575.751 6,36
2026-05-12 13F Ausdal Financial Partners, Inc. 4.836 3,42 689 -1,01
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-29 13F Alliance Wealth Management Group 29.620 2,83 4.222 -1,45
2026-05-06 13F Private Wealth Asset Management, LLC 76.851 2,14 10.946 -2,16
2026-05-15 13F Royal Bank Of Canada 1.151.630 2,12 164.026 -2,18
2026-04-16 13F Forbes J M & Co Llp 56.510 0,70 8.049 -3,54
2026-04-22 13F DDFG, Inc 60.311 -1,51 8.590 -5,66
2026-04-21 13F J.E. Simmons & Co., P.C. 1.488 -1,06 212 -5,38
2026-05-14 13F Galvin, Gaustad & Stein, LLC 11.878 14,18 1.692 9,38
2026-05-04 13F Legacy Financial Group LLC 37.414 5,66 5.329 0,40
2026-05-14 13F Seven Springs Wealth Group, LLC 1.675 0,60 239 -3,64
2026-05-14 13F EP Wealth Advisors, Inc. 31.031 -13,07 4.420 -16,73
2026-05-12 13F Index Fund Advisors, Inc. 10.110 0,01 1.440 -4,26
2026-05-12 13F Asset One Wealth Management LLC 17.073 -0,08 2.637 1,66
2026-04-07 13F Myecfo, Llc 2.030 289
2026-05-15 13F Colter Lewis Investment Partners LLC 9.284 -27,41 1.322 -30,46
2026-04-17 13F Great Waters Wealth Management 2.900 1,61 413 -2,59
2026-05-04 13F Retirement Planning Group 20.636 -14,21 2.939 -17,81
2026-05-13 13F Heritage Wealth Advisors 257.812 -0,06 36.720 -4,27
2026-04-16 13F jvl associates llc 357.629 -22,30 50.937 -25,57
2026-04-21 13F Trilogy Capital Inc. 1.513 -7,52 215 -11,52
2026-05-13 13F O'shaughnessy Asset Management, Llc 76.549 9,13 10.903 4,54
2026-04-15 13F Aventus Investment Advisors, Inc. 532 0,00 76 -5,06
2026-04-03 13F Adirondack Trust Co 1.312 0,00 187 -4,62
2026-04-28 13F Busey Wealth Management 3.469 0,00 494 -4,08
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 18.346 7,73 2.613 3,20
2026-02-17 13F Glenmede Trust Co Na 761 -95,34 113 -94,32
2026-04-21 13F Sugar Maple Asset Management, LLC 9.672 0,01 1.378 -4,18
2026-05-01 13F Advisors Capital Management, LLC 8.090 -41,02 1.152 -43,50
2026-05-11 13F Wealth Dimensions Group, Ltd. 1.732 -0,74 247 -5,02
2026-05-21 13F Essential Partners LLC 186 0,00 26 -3,70
2026-05-05 13F Prosperity Consulting Group, LLC 21.976 6,53 3.130 2,05
2026-05-04 13F Redwood Park Advisors LLC 481 6,89 69 3,03
2026-04-13 13F Clayton Financial Group LLC 10.529 0,16 1.500 -4,09
2026-05-15 13F Wellspring Financial Advisors, LLC 3.051 0,20 435 -3,98
2026-05-14 13F Passive Capital Management, LLC. 2.048 0,00 292 -4,28
2026-05-14 13F Brown Brothers Harriman & Co 3.712 0,00 529 -4,17
2026-04-13 13F Successful Portfolios LLC 5.351 0,66 761 -5,82
2026-05-04 13F Nadler Financial Group, Inc. 2.372 338
2026-04-16 13F Capstone Wealth Management, LLC 2.767 -1,04 394 -5,06
2026-05-01 13F Financial Alternatives, Inc 4.610 0,00 657 -4,23
2026-05-06 13F Proffitt & Goodson Inc 2.238 0,00 319 -4,22
2026-04-24 13F Patten Group, Inc. 9.602 -5,49 1.368 -9,47
2026-04-21 13F Venturi Wealth Management, LLC 18.333 2,20 2.611 -2,10
2026-05-11 13F Godfrey Financial Associates, Inc. 22.095 -2,32 3.147 -6,42
2026-04-29 13F Horst & Graben Wealth Management LLC 8.639 5,64 1.352 11,28
2026-05-04 13F Fagan Associates, Inc. 1.462 0,00 208 -4,15
2026-05-12 13F Prosperity Bancshares Inc 565 0,00 80 -4,76
2026-05-13 13F Kingdom Financial Group LLC. 187 0,00 27 -3,70
2026-04-23 13F Fortune Financial Group, Inc. 1.587 0,00 226
2026-05-14 13F 1922 Investment Co LLC 423 -37,70 60 -40,00
2026-05-04 13F Archer Investment Corp 17.377 2,53 2.475 -1,79
2026-04-22 13F Continuum Advisory, LLC 2.318 -3,70 330 -7,56
2026-05-07 13F Hollencrest Capital Management 55.719 5,21 7.936 0,79
2026-05-14 13F TRB Wealth Management, LLC 3.319 473
2026-05-14 13F Solstein Capital, LLC 8.239 -0,01 1.173 -4,24
2026-04-21 13F Gutierrez Wealth Advisory, LLC 2.424 0,25 345 -3,90
2026-04-20 13F Kestra Private Wealth Services, Llc 78.834 -13,66 11.228 -17,30
2026-05-06 13F Main Street Group, LTD 417 59
2026-04-08 13F Olistico Wealth, LLC 22 0,00 3 0,00
2026-05-11 13F PCA Investment Advisory Services Inc. 0 -100,00 0
2026-05-08 13F Quantify Chaos Advisors, Llc 7.833 8,00 1.116 3,43
2026-05-15 13F First Manhattan Co 4.704 -3,03 670 -7,21
2026-05-18 13F Arkadios Wealth Advisors 92.014 -4,18 13.105 -8,22
2026-04-13 13F Accelerate Investment Advisors LLC 10.116 -3,28 1.441 -7,40
2026-04-27 13F Great Point Wealth Advisors, LLC 18.420 -2,67 2.624 -6,79
2026-04-07 13F Pathway Financial Advisors LLC 9.200 0,00 1.322 -5,03
2026-04-08 13F Bond & Devick Financial Network, Inc. 6.431 -1,00 916 -5,18
2026-05-11 13F Haverford Trust Co 2.962 0,00 422 -4,32
2026-05-11 13F Rock Creek Group, LP 827.509 -5,33 117.862 -7,58
2026-05-15 13F/A Independent Financial Group, Llc 112.955 6,32 16.088 1,84
2026-05-11 13F Fountainhead AM, LLC 3.878 36,65 552 30,81
2026-05-06 13F GatePass Capital, LLC 1.561 0,26 222 -3,90
2026-04-27 13F Exencial Wealth Advisors, Llc 1.910 0,00 272 -4,24
2026-05-15 13F Summit Financial, LLC 205.017 31,92 29.201 26,37
2026-04-15 13F Fifth Third Securities, Inc. 76.144 2,47 10.845 -1,84
2026-04-23 13F Glass Jacobson Investment Advisors llc 24.376 -0,27 3.472 -4,49
2026-04-10 13F Voisard Asset Management Group, Inc. 26.817 0,00 3.820 -4,21
2026-05-08 13F Birchcreek Wealth Management, LLC 5.305 50,37 756 44,08
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 8.311 0,00 1.184 -4,21
2026-04-16 13F McClarren Financial Advisors, Inc. 5.642 848,24 804 -4,06
2026-05-15 13F Mission Wealth Management, Lp 395.545 16,64 56.337 11,73
2026-04-20 13F Schwab Charitable Fund 56.012 -5,54 7.978 -9,52
2026-05-05 13F 4J Wealth Management LLC 1.664 -12,83 237 -16,25
2026-04-28 13F TritonPoint Partners, LLC 4.840 68,17 689 61,36
2026-05-12 13F Rsm Us Wealth Management Llc 93.949 1,19 13.373 -3,84
2026-04-14 13F Well Done, LLC 61.998 1,94 8.830 -2,36
2026-05-01 13F Thrivent Financial For Lutherans 80.378 -33,36 11 -38,89
2026-05-14 13F Allworth Financial LP 1.948.805 -1,89 277.568 -6,02
2026-04-13 13F Garrett Investment Advisors LLC 5.550 2,74 790 -1,62
2026-04-27 13F Ulland Investment Advisors, LLC 85 0,00 0
2026-04-27 13F Serenus Wealth Advisors, LLC 19.292 0,00 2.748 -4,22
2026-04-13 13F Mather Group, Llc. 9.014 3,23 1.284 -1,16
2026-04-27 13F Trademark Financial Management, LLC 1.595 -18,25 227 -21,72
2026-04-14 13F Opal Wealth Advisors, LLC 1.754 250
2026-05-13 13F Freestone Capital Holdings, LLC 78.422 -2,00 11.170 -6,13
2026-05-11 13F Great Valley Advisor Group, Inc. 208.943 0,03 29.760 -4,18
2026-04-27 13F TCI Wealth Advisors, Inc. 4.159 592
2026-04-17 13F HHM Wealth Advisors, LLC 1.346 0,00 192 -4,50
2026-05-01 13F Miller Financial Services LLC 1.903 6,49 271 1,89
2026-04-22 13F Samalin Investment Counsel, LLC 25.520 -23,63 3.635 -26,85
2026-04-30 13F LRI Investments, LLC 1.717 -18,43 245 -21,79
2026-05-04 13F Brookwood Investment Group LLC 4.847 1,25 690 -2,95
2026-05-01 13F Ferguson Wellman Capital Management, Inc 43.899 0,00 6.253 -4,21
2026-05-01 13F Keener Financial Planning LLC 6.418 9,97 1
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-04-21 13F OneAscent Financial Services LLC 1.712 244
2026-05-08 13F ROSS\JOHNSON & Associates LLC 49 0,00 7 -14,29
2026-04-22 13F Networth Advisors, LLC 187 -23,67 27 -27,78
2026-04-15 13F DecisionMap Wealth Management, LLC 2.736 11,99 390 7,16
2026-04-22 13F Norris Perne & French Llp/mi 3.224 -1,71 459 -5,75
2026-05-01 13F American Trust 4.332 -11,43 617 -15,13
2026-05-04 13F Fortress Financial Solutions, LLC 25.356 -8,35 3.611 -12,21
2026-04-21 13F Aaron Wealth Advisors LLC 14.591 14,02 2.078 9,25
2026-04-23 13F Ewa, Llc 2.968 15,98 423 11,05
2026-04-28 13F Kiley Juergens Wealth Management, Llc 3.866 551
2026-05-15 13F Richwood Investment Advisors, LLC 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 33.957 0,32 4.836 -3,90
2026-04-27 13F FSM Wealth Advisors, LLC 4.802 0,02 684 -4,21
2026-04-17 13F Ignite Planners, LLC 1.813 -2,53 258 -7,86
2026-04-09 13F IFG Advisors, LLC 7.024 16,16 1.000 11,23
2026-04-23 13F Summit Investment Advisory Services, LLC 26.830 0,10 3.821 -4,12
2026-04-08 13F McNaughton Wealth Management, LLC 3.801 5,26 541 0,93
2026-04-24 13F Alaska Permanent Capital Management 226.367 -1,40 32.240 -5,54
2026-04-10 13F Pure Financial Advisors, Inc. 330.815 1,32 47.118 -2,94
2026-04-21 13F Falcon Wealth Planning 5.302 7,33 755 2,86
2026-05-15 13F Investment Counsel Co Of Nevada 928 0,00 132 -3,65
2026-04-06 13F Rosenberg Matthew Hamilton 11.488 0,09 1.636 -4,10
2026-05-18 13F Strait & Sound Wealth Management LLC 3.727 -14,50 531 -18,21
2026-05-05 13F Crestwood Advisors Group LLC 141.733 -3,09 20.187 -7,17
2026-05-05 13F Donalies Financial Planning, LLC 2.262 322
2026-04-22 13F Apollon Financial, LLC 21.885 0,02 3.117 -4,18
2026-05-15 13F Cypress Capital Group 5.729 0,00 816 -4,23
2026-05-15 13F Ameriflex Group, Inc. 482 18,43 69 13,33
2026-04-22 13F Ridgecrest Wealth Partners, Llc 40.062 -1,86 5.706 -5,98
2026-04-28 13F Fundamentun, Llc 1.029.397 0,46 146.617 -3,77
2026-04-17 13F Braeburn Wealth Management LLC 1.538 -1,35 219 -5,19
2026-04-27 13F PFG Investments, LLC 71.698 6,46 10.212 1,98
2026-05-15 13F Harbour Investments, Inc. 40.205 4,85 5.726 0,44
2026-05-15 13F Integrated Wealth Concepts LLC 220.145 12,19 31.355 7,47
2026-05-07 13F Planning Alternatives Ltd /adv 2.700 -5,16 385 -9,22
2026-05-15 13F RMB Capital Management, LLC 19.810 -4,23 2.822 -8,26
2026-04-13 13F Mitchell Sinkler & Starr/pa 2.345 0,00 334 -4,31
2026-04-20 13F McKinley Carter Wealth Services, Inc. 1.711 0,00 244 -4,33
2026-04-17 13F Matthew Goff Investment Advisor, LLC 43.040 -5,52 6.130 -9,49
2026-04-21 13F Curat Global, LLC 25.333 0,68 3.631 -2,97
2026-04-10 13F Windsor Capital Management, LLC 7.189 -0,55 1.024 -4,75
2026-04-20 13F MBM Wealth Consultants, LLC 37 5
2026-05-12 13F Reyes Financial Architecture, Inc. 673 35,96 96 30,14
2026-05-13 13F GW&K Investment Management, LLC 49 0,00 0
2026-05-04 13F Paragon Advisors, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 95.438 -7,66 13.593 -11,54
2026-02-17 13F Tolleson Wealth Management, Inc. 270.767 -1,08 40.260 0,98
2026-05-06 13F Advisortrust Partners, Llc 9.807 31,32 1.397 25,77
2026-04-13 13F Sjbenen Advisory, Llc 61.481 -43,61 8.757 -45,99
2026-05-14 13F Northern Oak Wealth Management Inc 4.995 0,00 711 -4,18
2026-05-11 13F Kondo Wealth Advisors, Inc. 317.668 1,89 45.246 -2,40
2026-05-14 13F Milestone Asset Management Group, LLC 3.844 -2,71 548 -6,81
2026-05-15 13F Wick Capital Partners, LLC 929.652 5,90 132.410 1,44
2026-02-19 13F Evansbrook LLC 97.800 14.542
2026-05-04 13F TrustBank 2.202 0,00 314 -4,28
2026-04-29 13F Downshift Financial, LLC 6.296 0,59 978 5,74
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 35.284 3,88 5.025 -0,50
2026-06-01 13F Flagship Wealth Advisors, Llc 77 0,00 10 -9,09
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 2.360 0,00 380 8,57
2026-05-15 13F Cresset Asset Management, LLC 458.390 1,71 65.288 -2,57
2026-04-20 13F ABLE Financial Group, LLC 12.618 -7,55 1.797 -11,43
2026-04-28 13F Pioneer Trust Bank N A/or 11.750 0,00 1.674 -4,24
2026-04-28 13F Northstar Group, Inc. 2.588 2,70 369 -1,60
2026-04-23 13F First Pacific Financial 301 43
2026-05-15 13F Quantinno Capital Management LP 307.418 6,39 43.786 1,92
2026-05-13 13F Principal Securities, Inc. 157.681 -1,37 22.458 -5,52
2026-04-16 13F First Merchants Corp 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 918.546 -1,25 130.831 -5,41
2026-04-15 13F Brady Martz Wealth Solutions, LLC 415.996 2,95 59.250 -1,38
2026-04-29 13F Greenwood Capital Associates Llc 2.029 0,00 289 -4,32
2026-05-09 13F ZEGA Investments, LLC 11.150 63,51 1.588 56,76
2026-05-12 13F CBIZ Investment Advisory Services, LLC 500 0,00 71 -4,05
2026-04-21 13F Nabity-Jensen Investment Management Inc 5.566 -3,20 793 -7,26
2026-04-17 13F Boston Private Wealth Llc 8.033 -74,71 1.144 -75,77
2026-04-27 13F Wbh Advisory Inc 101.638 -3,16 14.580 -6,57
2026-04-15 13F Fortitude Family Office, LLC 186 0,00 27 -3,70
2026-04-23 13F Bell Bank 1.612 230
2026-05-01 13F Strategic Wealth Advisors LLC 38 0,00 0
2026-04-28 13F Quent Capital, LLC 479 -11,30 68 -15,00
2026-04-20 13F Cherrydale Wealth Management, Llc 180.719 -2,52 25.740 -6,63
2026-04-08 13F Canandaigua National Corp 34.977 4.982
2026-05-12 13F First American Trust, Fsb 7.041 0,00 1.003 -4,20
2026-05-12 13F Entrust Financial Llc 2.538 -7,27 361 -11,08
2026-04-10 13F Wealth Group Ltd 17.452 4,56 2.486 0,16
2026-04-20 13F Hoxton Planning & Management, LLC 33.871 0,87 4.824 -3,37
2026-04-22 13F Wetzel Investment Advisors, Inc. 4.366 -3,90 622 -8,00
2026-05-06 13F Zhang Financial LLC 1.181.952 12,37 168.345 7,64
2026-04-09 13F Thrive Wealth Management, LLC 5.575 8,04 794 3,52
2026-05-14 13F Institute for Wealth Management, LLC. 9.147 -1,25 1.303 -5,45
2026-04-13 13F Winthrop Advisory Group LLC 968.315 5,45 137.917 1,01
2026-05-01 13F Heritage Investment Group, Inc. 1.700 0,00 242 -3,97
2026-05-14 13F Ieq Capital, Llc 71.901 -0,03 10.241 -4,24
2026-02-11 13F Parallel Advisors, LLC 2.353.884 -0,63 349.999 1,44
2026-04-22 13F Wilkins Miller Wealth Management, LLC 5.930 -1,63 845 -5,80
2026-04-27 13F Denver Wealth Management, Inc. 3.586 -6,32 511 -10,37
2026-05-15 13F Fairview Capital Investment Management, Llc 33.290 -1,26 4.741 -5,43
2026-04-17 13F BAM Wealth Management, LLC 2.683 -39,78 382 -42,30
2026-04-03 13F Box Hill Private Wealth LLC 12.615 -0,45 1.797 -4,67
2026-04-14 13F Lawood & Co 3.795 38,71 541 33,00
2026-05-07 13F Allen Investment Management LLC 245.614 -49,78 34.983 -51,90
2026-05-15 13F Strategies Wealth Advisors, LLC 3.744 -3,23 533 -7,30
2026-04-27 13F Victory Financial Group, Llc 3.064 1,69 436 -2,68
2026-05-12 13F Colonial Trust Advisors 1.825 0,00 260 -4,43
2026-04-29 13F IAG Wealth Partners, LLC 345 0,00 49 -3,92
2026-04-08 13F Accel Wealth Management 1.725 0,00 246 -4,30
2026-04-21 13F HCR Wealth Advisors 6.716 0,00 957 -4,21
2026-05-06 13F German American Bancorp, Inc. 4.420 0,00 630 -4,26
2026-04-22 13F Gemmer Asset Management LLC 5.882 0,81 838 -3,46
2026-04-15 13F Valley National Advisers Inc 370 0,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 25.925 -0,56 3.692 -4,75
2026-05-04 13F AMG National Trust Bank 9.125 205,29 1.300 192,57
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-11 13F Founders Financial Alliance, LLC 2.250 28,94 320 23,55
2026-04-15 13F Asset Allocation & Management Company, LLC 4.143 0,00 1
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 7.739 21,02 1.102 16,00
2026-05-12 13F Advyzon Investment Management, LLC 8.753 115,75 1.247 106,63
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-11 13F Prudent Investors Network 2.407 -0,58 343 -4,74
2026-05-05 13F PFG Advisors 22.318 8,18 3.179 3,62
2026-05-13 13F Corsicana & Co. 1.262 8,89 154 -11,05
2026-04-16 13F ARS Investment Partners, LLC 2.409 0,00 343 -4,19
2026-04-23 13F Harbor Investment Advisory, Llc 5.428 -13,19 773 -16,79
2026-05-14 13F Orion Capital Management LLC 578 22,46 82 17,14
2026-05-14 13F Meridian Wealth Partners, LLC 9.531 -0,31 1.358 -4,50
2026-04-20 13F L.K. Benson & Company, P.C. 7.846 0,00 1.118 -4,20
2026-05-01 13F International Assets Investment Management, Llc 2.824 4,83 405 1,25
2026-04-17 13F Astoria Strategic Wealth, Inc. 160.983 -1,46 22.929 -5,61
2026-05-06 13F TopTier Wealth Management, LLC 938 134
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 9.736 21,32 1.387 16,18
2026-04-23 13F Greenhouse Wealth Management, LLC 2.770 395
2026-05-13 13F Owl Creek Wealth Partners LLC 22.081 3.145
2026-05-05 13F Northstar Financial Companies, Inc. 9.192 0,00 1.309 -4,17
2026-05-08 13F Vontobel Holding Ltd. 35.157 -4,97 5.006 -9,00
2026-05-14 13F Mason Investment Advisory Services, Inc. 2.138 0,00 304 -4,10
2026-04-16 13F JDH Wealth Management, LLC 10.598 -0,01 1.509 -4,19
2026-05-05 13F Regency Capital Management Inc.\DE 16.833 2,10 2.398 -2,20
2026-05-14 13F Ballentine Partners, LLC 3.185.211 -1,50 453.670 -5,65
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 287.937 -9,53 41.011 -13,34
2026-05-15 13F Lifetime Wealth Management P.C. 0 -100,00 0 -100,00
2026-04-09 13F Wealth Quarterback LLC 1.752 250
2026-05-08 13F Steward Partners Investment Advisory, Llc 119.934 15,90 17.082 11,02
2026-04-13 13F Wolff Wiese Magana Llc 9.553 0,00 1.361 -4,23
2026-05-15 13F Solano Wealth Investment Advisors LLC 90.961 -0,62 12.956 -4,81
2026-05-12 13F Benjamin Edwards Inc 3.738 -1,89 532 -6,01
2026-04-21 13F Marietta Wealth Management, LLC 3.026 -15,80 431 -19,48
2026-04-10 13F Sound Stewardship, LLC 5.715 -5,91 814 -9,97
2026-05-14 13F We Are One Seven, LLC 15.107 35,20 2.152 29,50
2026-04-22 13F Clear Creek Financial Management, LLC 1.423 -1,25 203 -5,61
2026-05-08 13F Bokf, Na 20.856 -1,70 2.971 -5,83
2026-05-12 13F Aspiriant, Llc 40.235 0,00 5.731 -4,21
2026-02-13 13F Motiv8 Investments LLC 213 0
2026-05-14 13F Missouri Trust & Investment Co 100 0,00 14 0,00
2026-05-05 13F Sanctuary Advisors, LLC 87.194 3,80 12.419 -0,57
2026-02-18 13F Financial Advisory Service, Inc. 40.990 -1,15 6.095 0,91
2026-05-06 13F Brio Consultants, LLC 5.969 -8,21 946 -2,07
2026-05-06 13F Sentinus, LLC 5.099 19,30 726 14,33
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-04-29 13F/A True Link Financial Advisors, LLC 742.657 -4,35 105.777 -8,37
2026-04-14 13F Capital Asset Managemnet, LLC 2.540 0,24 362 -3,99
2026-04-13 13F Trust Co 231 0,00 33 -5,88
2026-02-04 13F Ground Swell Capital, LLC 0 -100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-06 13F MorganRosel Wealth Management, LLC 32.750 -47,21 4.665 -49,43
2026-04-28 13F Greatmark Investment Partners, Inc. 2.742 0,22 391 -3,94
2026-05-07 13F Avidian Wealth Solutions, LLC 7.896 -6,67 1.125 -10,58
2026-04-07 13F Farther Finance Advisors, LLC 136.053 21,34 19.517 17,06
2026-04-15 13F Regatta Capital Group, Llc 389.492 3,09 55.475 -1,25
2026-05-11 13F Adams Wealth Management 5.248 -19,29 747 -22,67
2026-05-07 13F Burk Holdings LLC 1.282 183
2026-05-13 13F Green Harvest Asset Management LLC 3.404 54,59 485 48,01
2026-04-22 13F Coastal Investment Advisors, Inc. 159 -62,68 23 -65,08
2026-01-29 13F KC Investment Advisors, LLC 0 -100,00 0
2026-04-16 13F Warren Street Wealth Advisors, LLC 3.043 0,00 433 -4,20
2026-05-14 13F Nicolet Bankshares Inc 322.440 46.254
2026-04-02 13F Noble Wealth Management PBC 227 0,00 32 -3,03
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13.649 2,82 1.944 -1,47
2026-01-23 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-05-06 13F LPL Financial LLC 5.929.433 -6,24 844.529 -10,19
2026-04-10 13F Auto-Owners Insurance Co 3.595.344 0,00 512.085 -4,21
2026-04-23 13F Forum Financial Management, LP 3.156 6,95 449 2,51
2026-05-01 13F Kraft, Davis & Associates, LLC 0 -100,00 0
2026-05-11 13F Financial Perspectives, Inc 1.060 0,09 151 -4,46
2026-05-15 13F National Philanthropic Trust 55.616 5,22 7.921 0,79
2026-04-22 13F SFG Wealth Management, LLC. 21.768 0,39 3.100 -3,85
2026-05-14 13F Satovsky Asset Management Llc 80.160 -1,54 11.417 -5,68
2026-05-07 13F NWK Group, Inc. 7.704 0,00 1.097 -4,19
2026-04-17 13F Gibson Capital, LLC 9.198 0,34 1.310 -3,89
2026-05-11 13F OpenArc Corporate Advisory, LLC 15.083 182,98 2.148 171,21
2026-04-28 13F Libra Wealth Llc 41.069 -1,17 5.849 -5,33
2026-05-01 13F Harwood Advisory Group, LLC 90 0,00 13 -7,69
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-04 13F Copia Wealth Management 450 0,00 64 -3,03
2026-05-11 13F VeraBank, N.A. 5.704 0,00 812 -4,25
2026-04-24 13F TKG Advisors, LLC 20.160 0,00 2.871 -4,20
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 15.445 390,94 2.200 370,88
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-04-21 13F Sensible Money, LLC 2.361 0,81 336 -3,45
2026-05-06 13F Dunhill Financial, LLC 2.911 -1,39 415 -5,48
2026-05-11 13F Elevated Financial Group LLC 11.608 45,15 1.653 39,02
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.616.418 4,44 230.226 0,04
2026-04-29 13F Strategic Blueprint, LLC 29.410 14,98 4.189 10,12
2026-05-05 13F Aspiring Ventures, LLC 6.586 -0,81 938 -4,96
2026-05-01 13F Climber Capital SA 27.597 -15,04 3.608 -8,38
2026-04-17 13F Kaufman Rossin Wealth, LLC 133.064 6,42 18.952 1,94
2026-05-04 13F Tradewinds, LLC. 1.665 0,00 263 6,07
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 58 0,00 9 12,50
2026-04-15 13F Wealthcare Capital Management Llc 69.753 27,85 9.935 22,46
2026-04-24 13F Eagle Bluffs Wealth Management LLC 9.191 -7,83 1.309 -11,67
2026-05-05 13F Frazier Financial Advisors, LLC 834 0,12 119 -4,07
2026-05-12 13F Integras Partners LLC 4.209 1,28 599 -2,92
2026-04-21 13F One Wealth Advisors, LLC 18.843 -12,76 2.684 -16,44
2026-05-14 13F Dorsey & Whitney Trust CO LLC 26.677 0,00 3.800 -4,21
2026-05-13 13F Northern Capital Management, Inc. 1.696 0,00 242 -4,37
2026-05-08 13F Vanguard Advisers Inc 25.148 3.582
2026-05-14 13F Lauterbach Financial Advisors, LLC 20.546 -0,74 2.926 -4,91
2026-04-21 13F Wealth Effects Llc 14.451 -2,03 2.058 -6,16
2026-04-20 13F Fiduciary Alliance LLC 17.472 -24,98 2.677 -22,73
2026-02-09 13F M3 Wealth Management, LLC 9.192 1.367
2026-04-28 13F Flagship Harbor Advisors, Llc 87.166 412,56 12.415 391,10
2026-04-30 13F Colton Groome Financial Advisors, Llc 1.905 -0,37 271 -4,58
2026-04-17 13F Signal Advisors Wealth, LLC 1.559 222
2026-04-30 13F Private Trust Co Na 26.819 -1,91 3.820 -6,05
2026-04-28 13F MBL Wealth, LLC 10.967 4,56 1.562 0,19
2026-05-07 13F JSF Financial, LLC 26.641 -3,40 3.794 -7,46
2026-05-12 13F TIAA Wealth Investment Management LLC 404 56
2026-04-20 13F GSB Wealth Management, LLC 14.551 0,41 2.072 -3,81
2026-04-28 13F Powerhouse Assets LLC 3.103 0,00 442 -4,12
2026-05-08 13F Arthur M. Cohen & Associates, Llc 1.600 0,00 230 -3,38
2026-05-21 13F Raab & Moskowitz Asset Management LLC 1.866 -5,66 266 -9,86
2026-04-15 13F Riversedge Advisors, Llc 0 -100,00 0
2026-04-13 13F Ullmann Financial Group, Inc. 620.346 -2,08 88.356 -6,38
2026-04-15 13F Trust Point Inc. 1.680 -17,93 239 -21,38
2026-05-15 13F TCG Advisory Services, LLC Call 1.000 142
2026-04-13 13F Gradient Investments LLC 2.003 -5,12 285 -8,95
2026-05-08 13F Blair William & Co/il 577.496 6,79 82.253 2,29
2026-04-16 13F Diversified Trust Co 3.193 0,00 455 -4,22
2026-04-21 13F Creative Capital Management Investments LLC 82 0,00 12 -8,33
2026-05-11 13F Schiavi & Co LLC 2.642 58,58 376 52,23
2026-04-30 13F Fidelity D & D Bancorp Inc 1.482 2,56 211 -1,40
2026-05-04 13F Beckerman Institutional, LLC 5.798 0,00 826 -4,29
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-02-10 13F Moment Partners, LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 2.047 -10,96 292 -14,66
2026-04-22 13F Rolek Wealth Management LLC 6.694 -1,46 953 -5,64
2026-04-14 13F OLIO Financial Planning 2.847 -12,05 405 -15,80
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-29 13F Sigma Investment Counselors Inc 29.170 -22,20 4.155 -25,48
2026-04-09 13F Butensky & Cohen Financial Security, Inc 1.408 0,00 201 -4,31
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 1.438 205
2026-04-27 13F Tennessee Valley Asset Management Partners 17.144 43,68 2.442 37,60
2026-05-14 13F North Ridge Wealth Advisors, Inc. 3.638 0,00 518 -4,07
2026-04-07 13F Trinity Financial Advisors LLC 3.682 0,22 524 -4,03
2026-05-11 13F Biltmore Family Office, LLC 5.673 0,00 808 -4,15
2026-04-16 13F Kavar Capital Partners Group, Llc 5.597 0,00 797 -4,21
2026-04-17 13F BCS Wealth Management 5.695 -50,00 811 -52,10
2026-04-28 13F Kingswood Wealth Advisors, Llc 17.447 14,14 2.485 9,33
2026-04-27 13F Osborne Partners Capital Management, Llc 2.258 0,00 322 -4,18
2026-04-17 13F Discipline Wealth Solutions, LLC 21.679 -1,22 3.088 -5,39
2026-05-12 13F Bank of Jackson Hole Trust 151 0,00 22 -4,55
2026-05-15 13F Gateway Wealth Partners, LLC 15.793 360,17 2.249 340,98
2026-04-08 13F Sax Wealth Advisors, Llc 136.654 -0,05 20.319 -0,04
2026-04-09 13F DHJJ Financial Advisors, Ltd. 172 0,00 24 -4,00
2026-05-27 13F Allen Capital Group, LLC 1.977 5,67 282 1,08
2026-05-01 13F UNIVEST FINANCIAL Corp 3.790 -13,59 540 -17,33
2026-05-06 13F North Star Asset Management Inc 8.365 0,00 1.191 -4,18
2026-05-15 13F Capstone Financial Advisors, Inc. 218.187 1,86 31.076 -2,42
2026-04-07 13F Eastern Bank 612 0,00 87 -3,33
2026-05-05 13F Bank of New York Mellon Corp 215.665 18,49 30.717 13,50
2026-04-29 13F CVA Family Office, LLC 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 488 85,55 73 89,47
2026-05-15 13F KKM Financial LLC 3.510 0,00 522 0,00
2026-04-16 13F Smith, Salley & Associates 1.966 0,00 280 -4,11
2026-05-15 13F Huntington National Bank 958 -16,04
2026-04-16 13F Flywheel Private Wealth LLC 12.918 -25,43 1.840 -28,58
2026-05-12 13F PCM Encore, LLC 2.724 15,03 388 9,94
2026-05-15 13F Advisory Services Network, LLC 239.320 2,70 34.086 -1,62
2026-04-10 13F Sar Wealth Management Group, Llc 60.509 -1,13 8.618 -5,29
2026-04-29 13F Your Advocates Ltd., LLP 727 -16,72 104 -20,16
2026-05-01 13F New Republic Capital, LLC 71 0,00 10 0,00
2026-04-17 13F Charter Trust Co 75.434 17,09 10.744 12,17
2026-05-08 13F Altiora Financial Group, LLC 17.909 2.551
2026-05-14 13F Captrust Financial Advisors 1.519.015 0,85 216.290 -3,43
2026-05-05 13F Newbridge Financial Services Group, Inc. 537 1,90 77 -2,56
2026-05-11 13F CacheTech Inc. 5.248 -19,29 747 -22,67
2026-04-27 13F Td Private Client Wealth Llc 26.361 14,15 3.755 9,35
2026-04-17 13F Roxbury Financial LLC 55 0,00 8 -12,50
2026-04-28 13F Canvas Wealth Advisors, LLC 185.224 6,95 26.381 2,45
2026-05-05 13F Coquina Private Wealth LLC 226.003 3,19 32.190 -1,16
2026-05-14 13F Keebeck Wealth Management, LLC 1.477 0,00 210 -4,11
2026-04-08 13F Evanson Asset Management, LLC 6.256 0,00 891 -4,19
2026-04-28 13F Altfest L J & Co Inc 2.219 0,23 316 -3,95
2026-05-13 13F LM Advisors LLC 332 18,15 2 100,00
2026-05-07 13F Crewe Advisors LLC 3.480 0,23 496 -4,07
2026-05-06 13F Aire Advisors, Llc 4.564 650
2026-05-06 13F Avalon Trust Co 7.807 1.112
2026-04-21 13F Mesirow Financial Investment Management, Inc. 1.054.680 42,62 150.219 36,61
2026-05-01 13F First Fiduciary Investment Counsel, Inc. 2.447 1,07 0
2026-01-28 13F Sage Private Wealth Group, Llc 0 -100,00 0
2026-04-28 13F Indiana Trust & Investment Management CO 2.758 0,00 393 -4,39
2026-05-14 13F Zacks Investment Management 6.086 -0,02 867 -4,31
2026-04-21 13F Nemes Rush Group LLC 4.932 -60,39 703 -62,07
2026-04-22 13F Spire Wealth Management 6.541 4,96 932 0,54
2026-04-15 13F Register Financial Advisors LLC 976 0,21 139 -3,47
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 2.134 304
2026-04-16 13F Clark Asset Management, LLC 13.184 -52,69 1.878 -54,69
2026-05-08 13F Addison Advisors LLC 463 0,00 66 -4,41
2026-04-24 13F EJMK Ventures LLC 5.807 4,33 827 0,00
2026-04-27 13F Carter Financial Group, INC. 2.483 0,24 354 -4,08
2026-04-15 13F Wealthcare Capital Partners, LLC 3.435 28,84 489 23,48
2026-05-13 13F Choate Investment Advisors 25.243 0,00 3.595 -4,21
2026-04-13 13F Chesley Taft & Associates LLC 6.540 -3,31 931 -7,36
2026-05-29 13F Keel Point, LLC 17.621 2.510
2026-04-23 13F North Star Investment Management Corp. 2.098 110,22 299 101,35
2026-04-17 13F Robbins Farley Llc 254 -27,22 36 -29,41
2026-04-17 13F Summit Wealth Partners, LLC 50.503 -4,37 7.193 -8,39
2026-02-17 13F SageView Advisory Group, LLC 11.978 -1,16 1.781 0,91
2026-04-14 13F Bay Harbor Wealth Management, LLC 488 -17,01 70 -20,69
2026-04-08 13F WealthCare Investment Partners, LLC 1.709 21,38 246 16,67
2026-04-20 13F Echo45 Advisors LLC 3.409 -0,58 486 -4,72
2026-05-08 13F Endowment Wealth Management, Inc. 88.889 5,16 12.660 0,73
2026-05-14 13F Rockefeller Capital Management L.P. 514.613 20,96 73.296 15,87
2026-05-14 13F Gwn Securities Inc. 35.849 0,08 5.106 -4,11
2026-05-15 13F Horizon Investment Services, LLC 1.503 0,00 214 -4,04
2026-05-15 13F Mercer Global Advisors Inc /adv 831.680 0,65 118.456 -3,59
2026-05-12 13F Up Strategic Wealth Investment Advisors Llc 32.902 -0,81 5.264 4,99
2026-05-11 13F A4 Wealth Advisors LLC 2.409 343
2026-04-10 13F Waldron Private Wealth LLC 4.962 11,53 707 6,81
2026-04-15 13F ARS Wealth Advisors Group, LLC 4.180 0,00 595 -4,19
2026-05-04 13F Geneos Wealth Management Inc. 731.384 101,55 104.171 93,07
2026-04-08 13F Winter & Associates, Inc. 7.759 -4,35 1.120 -7,21
2026-05-12 13F Sfmg, Llc 7.539 0,45 1.074 -3,77
2026-04-22 13F Sendero Wealth Management, LLC 214.689 0,23 30.578 -3,99
2026-04-20 13F Apella Capital, LLC 52.132 20,08 8.111 25,65
2026-04-09 13F Wedmont Private Capital 46.343 -4,15 6.862 -5,88
2026-04-22 13F TruNorth Capital Management, LLC 148.899 -0,12 21.208 -4,33
2026-04-24 13F National Asset Management, Inc. 19.436 -31,36 2.688 -36,15
2026-05-11 13F Savvy Advisors, Inc. 24.859 55,99 3.541 49,43
2026-05-14 13F C M Bidwell & Associates Ltd 4.318 0,00 615 -4,21
2026-04-23 13F Equita Financial Network, Inc. 1.563 223
2026-04-22 13F Pinnacle Bancorp, Inc. 1.624 18,54 231 13,79
2026-02-13 13F Nicolet Advisory Services, Llc 307.968 14,28 46.830 18,76
2026-04-30 13F Arista Wealth Management, LLC 5.744 0,00 818 -4,22
2026-05-07 13F FourThought Financial Partners, LLC 9.819 0,00 1.399 -4,18
2026-04-17 13F Vermillion Wealth Management, Inc. 171 0,00 24 -4,00
2026-05-15 13F Tudor Investment Corp Et Al 102.589 30,51 14.612 25,02
2026-04-16 13F IVC Wealth Advisors LLC 0 -100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 48 -65,71 7 -70,00
2026-04-24 13F Smithbridge Asset Management Inc/de 2.400 -50,00 342 -52,17
2026-05-04 13F Glassman Wealth Services 1.725 0,00 246 -4,30
2026-04-16 13F Ironwood Financial, llc 51.355 0,51 7.315 -5,86
2026-04-21 13F Laurel Oak Wealth Management, Llc 15.076 178,10 2.147 166,71
2026-05-01 13F Pittenger & Anderson Inc 1.004 0,00 143 -4,03
2026-05-12 13F Invesco Ltd. 8.463 285,56 1.205 269,63
2026-04-27 13F Prasad Wealth Partners, LLC 68.229 1,81 9.718 -2,48
2026-04-27 13F Mount Yale Investment Advisors, LLC 21.405 3.049
2026-05-07 13F Key Capital Management, INC 412 -3,51 59 -7,94
2026-05-06 13F Westchester Capital Management, Inc. 1.912 0,00 272 -4,23
2026-05-13 13F Parker Investment Management, LLC 0 -100,00 0
2026-05-07 13F Carl P. Sherr & Co., LLC 3.911 0,00 557 -5,59
2026-05-15 13F Breakwater Investment Management 442 0,00 63 -4,62
2026-04-07 13F Cooper Financial Group 18.929 1,93 2.696 -2,35
2026-05-12 13F Sivia Capital Partners, LLC 0 -100,00 0
2026-04-09 13F Curated Wealth Partners LLC 9.301 0,00 1.325 -4,20
2026-05-14 13F Bank Of Hawaii 41.275 -8,41 5.879 -12,27
2026-04-08 13F Stonebridge Financial Group, LLC 4.038 0,00 575 -4,17
2026-04-24 13F Gilliland Jeter Wealth Management LLC 4.044 576
2026-04-09 13F Cullen Investment Group, Ltd. 3.773 -1,13 537 -7,25
2026-05-28 13F Cozad Asset Management Inc 2.944 0,00 419 -4,12
2026-05-06 13F Hartland & Co., LLC 80.606 1,50 11.481 -2,78
2026-04-17 13F RFG Advisory, LLC 29.513 34,13 4.204 28,49
2026-04-23 13F Cornerstone Wealth Management, LLC 2.086 7,69 297 3,48
2026-04-28 13F Grange Capital, LLC 7.217 -7,86 1.028 -11,77
2026-04-22 13F Onyx Bridge Wealth Group LLC 3.468 0,35 494 -3,90
2026-04-23 13F Drucker Wealth 3.0, LLC 25.873 -0,77 3.685 -4,93
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.609 2,31 372 -2,11
2026-04-16 13F Tandem Capital Management Corp /adv 2.012 0,00 287 -4,35
2026-05-13 13F Cetera Investment Advisers 803.434 0,30 114.433 -3,92
2026-05-08 13F Rik Saylor Financial, Inc. 3.233 0,12 461 -4,17
2026-04-08 13F Sharkey, Howes & Javer 4.148 -10,87 591 -14,74
2026-04-22 13F Abundance Wealth Counselors 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 6.149 -1,30 876 -5,51
2026-05-15 13F Delaware Management Holdings, Inc. 192.043 -0,00 27.353 -4,21
2026-05-12 13F Chapman Financial Group, Llc 683 0,00 97 -3,96
2026-05-12 13F/A Panoramic Investment Advisors, Llc 4.373 0,28 623 -4,01
2026-05-08 13F Tfo-tdc, Llc 30.351 -0,07 4.323 -4,27
2026-04-10 13F Level Financial Advisors, Inc. 3.316 0,03 472 -4,07
2026-04-08 13F Whitcomb & Hess, Inc. 12.576 -1,40 1.791 -7,49
2026-05-14 13F Catalytic Wealth RIA, LLC 5.019 -19,54 715 -22,98
2026-04-14 13F Juncture Wealth Strategies, Llc 1.512 0,00 215 -4,02
2026-05-13 13F Ameritas Investment Partners, Inc. 76 0,00 11 -9,09
2026-05-04 13F Evernest Financial Advisors, LLC 8.872 0,00 1.389 3,04
2026-04-08 13F Lpwm Llc 3.589 0,11 511 -4,13
2026-04-23 13F Mayflower Financial Advisors, LLC 22.124 2,45 3.151 -1,84
2026-04-24 13F Wealth Care LLC 1.476 210
2026-05-08 13F/A JPL Wealth Management, LLC 304 43
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Tanglewood Legacy Advisors, LLC 10.608 2,02 1.511 -2,33
2026-04-20 13F Tranquility Partners, LLC 18.612 2,29 2.651 -2,03
2026-05-14 13F Evoke Wealth, Llc 20.155 3,35 2.871 -1,00
2026-04-27 13F Forte Asset Management Llc 28.292 1,00 4.030 -3,24
2026-05-19 13F Western Wealth Management, LLC 49.251 36,27 7.015 30,54
2026-04-20 13F KFA Private Wealth Group, LLC 94.111 0,50 13.404 -3,73
2026-05-14 13F Pinnacle Family Advisors, LLC 10.599 -3,92 1.510 -7,99
2026-04-20 13F Live Oak Private Wealth LLC 2.955 0,20 421 -4,11
2026-05-08 13F Jackson Hole Capital Partners, LLC 114 0,00 16 0,00
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 202.069 8,77 28.781 4,19
2026-04-28 13F Atticus Wealth Management, Llc 2.475 0,12 352 -4,09
2026-05-06 13F Meridian Wealth Management, LLC 7.497 0,39 1.068 -3,87
2026-05-13 13F Federation des caisses Desjardins du Quebec 1.000 0,00 142 -4,05
2026-05-01 13F Citizens Financial Group Inc/ri 20.521 234,65 2.923 220,75
2026-05-05 13F Gallacher Capital Management LLC 0 -100,00 0
2026-04-15 13F Monument Capital Management 58.982 -1,02 8.401 -5,19
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 15.480 0,00 2.205 -4,22
2026-05-13 13F Argent Trust Co 82.662 0,00 11.774 -4,21
2026-05-06 13F May Hill Capital, LLC 21.189 -1,84 3.018 -5,95
2026-04-24 13F KPP Advisory Services LLC 5.043 -13,94 718 -17,57
2026-05-27 13F Security Financial Services, INC. 14.626 18,35 2.083 13,39
2026-04-28 13F DGS Capital Management, LLC 6.217 198,18 885 185,48
2026-05-14 13F Sterling Wealth Management, Inc. 1.424 -0,28 203 -4,72
2026-05-07 13F JMG Financial Group, Ltd. 3.608 51,85 514 45,33
2026-05-12 13F Summit Trail Advisors, Llc 55.634 -4,28 7.924 -8,31
2026-04-13 13F St Germain D J Co Inc 858 0,00 122 -3,94
2026-05-11 13F Cornerstone Planning, LLC 4.008 -4,53 571 -8,65
2026-05-15 13F Blueprint Investment Partners LLC 41.397 16,52 5.896 11,62
2026-05-05 13F Allspring Global Investments Holdings, LLC 4.377 0,00 627 -5,01
2026-04-16 13F Sheets Smith Wealth Management 41.357 -2,36 5.890 -6,46
2026-04-28 13F W.H. Cornerstone Investments Inc. 3.409 -1,84 486 -6,01
2026-05-08 13F Coldstream Capital Management Inc 10.827 -39,80 1.542 -42,33
2026-05-05 13F Cherry Tree Wealth Management, LLC 15.877 -3,76 2.261 -7,79
2026-04-14 13F Focus Financial Network, Inc. 9.147 -6,05 1.303 -10,02
2026-04-28 13F BLB&B Advisors, LLC 350.348 5,00 49.900 0,58
2026-04-20 13F Segment Wealth Management, LLC 27.228 1,84 3.878 -2,44
2026-05-01 13F TSA Wealth Managment LLC 7.429 10,95 1.058 6,33
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 24.800 0,00 3.532 -4,20
2026-04-14 13F Tradewinds Capital Management, LLC 3.847 0,00 548 -4,37
2026-05-14 13F Mcguire Capital Advisors Inc 763 0,00 109 -4,42
2026-05-15 13F Norinchukin Bank, The 2.246.560 0,00 319.978 -4,21
2026-04-30 13F Mv Capital Management, Inc. 81 0,00 12 -8,33
2026-04-09 13F CRA Financial Services, LLC 2.367 -0,38 337 -4,53
2026-05-04 13F Envestnet Asset Management Inc 4.233.606 16,88 602.992 11,96
2026-04-08 13F Grove Bank & Trust 65.565 -0,45 9.338 -4,65
2026-04-28 13F GM Advisory Group, Inc. 377.781 11,05 53.807 6,38
2026-05-01 13F Johnson Investment Counsel Inc 42.306 -2,01 6.026 -6,14
2026-05-08 13F Schrum Private Wealth Management LLC 20.749 3,54 2.955 -0,81
2026-05-14 13F Miller Capital Partners, Inc. 2.849 0,14 406 -4,26
2026-05-04 13F Mattern Capital Management, Llc 2.010 0,00 286 -4,03
2026-05-13 13F GSG Advisors LLC 31.313 -2,81 4.460 -6,91
2026-05-01 13F 180 Wealth Advisors, Llc 2.345 -0,09 334 -4,30
2026-05-06 13F Sound View Wealth Advisors Group, LLC 2.482 1,97 353 -2,22
2026-05-12 13F Garrison Point Advisors, Llc 2.107 0,00 300 -4,15
2026-04-10 13F Financial Partners Group, Inc 179.507 0,24 25.567 -5,44
2026-04-28 13F Compton Financial Group, LLC 2.645 0,00 377 -4,33
2026-04-16 13F Everstar Asset Management, LLC 2.288 2,97 326 -1,52
2026-05-15 13F Nearwater Capital Markets, Ltd 310.000 44.153
2026-05-12 13F Wescott Financial Advisory Group, LLC 8.923 -5,10 1.271 -9,16
2026-04-30 13F Robinson Smith Wealth Advisors Llc 13.764 -1,44 1.960 -5,59
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-05-12 13F Ballast Advisors Llc 0 -100,00 0
2026-04-17 13F Richards, Merrill & Peterson, Inc. 2.350 0,00 335 -4,30
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-08 13F Holos Integrated Wealth LLC 1.671 241
2026-04-15 13F Snider Financial Group 19.101 2,80 2.721 -1,52
2026-05-11 13F MCF Advisors LLC 192 9,71 27 3,85
2026-05-15 13F Goldman Sachs Group Inc 412.884 90,82 58.807 82,79
2026-05-15 13F Seldon Capital Lp 2.876 0,00 410 -4,22
2026-05-11 13F CFO4Life Group, LLC 4.600 0,00 655 -4,10
2026-04-03 13F Hickory Point Bank & Trust 132.700 -2,10 18.900 -6,22
2026-04-17 13F Bell Investment Advisors, Inc 31 0,00 4 0,00
2026-05-01 13F Avion Wealth 3.107 0,00 0
2026-04-20 13F Longview Financial Advisors LLC 480 0,00 68 -4,23
2026-04-22 13F Apollon Wealth Management, LLC 29.792 -1,62 4.243 -5,75
2026-05-12 13F M&t Bank Corp 21.599 0,00 3.076 -4,20
2026-04-14 13F Regent Peak Wealth Advisors LLC 83.436 -8,54 11.884 -12,39
2026-05-11 13F Madden Advisory Services, Inc. 4.886 -1,33 696 -5,57
2026-04-08 13F Pioneer Wealth Management Group 3.975 0,00 566 -4,23
2026-04-10 13F Abound Wealth Management 46.606 22,92 6.638 17,76
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-04-27 13F Tsfg, Llc 43.065 -0,83 6 0,00
2026-04-14 13F Plancorp, LLC 161.483 17,60 24.009 17,59
2026-05-01 13F Team Financial Group, LLC 140 0,00 20 -5,00
2026-05-14 13F Investors Portfolio Services LLC 92 0,00 13 0,00
2026-04-14 13F HMV Wealth Advisors, LLC 97.764 10,89 13.925 6,23
2026-05-07 13F EPG Wealth Management LLC 7.034 0,51 1.002 -3,75
2026-05-15 13F Ancora Advisors, LLC 704.573 4,96 100.352 0,54
2026-05-12 13F SVRN Asset Management, LLC 0 -100,00 0
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 1.901 0,00 0
2026-05-13 13F Pitcairn Wealth Advisors LLC 31.035 -0,36 4.615 -0,37
2026-05-11 13F CAPROCK Group, Inc. 264.468 -1,39 37.668 -5,54
2026-04-20 13F Godsey & Gibb Associates 190 0,00 27 -3,57
2026-04-10 13F Lifestyle Asset Management, Inc. 3.933 560
2026-05-13 13F Clear Wave Wealth Management Llc 1.741 248
2026-04-17 13F Sovereign Financial Group, Inc. 10.212 0,07 1.454 -4,15
2026-05-12 13F Ameritas Advisory Services, LLC 1.575 -56,40 224 -58,29
2026-04-30 13F Mosaic Family Wealth Partners, Llc 8.952 1.275
2026-04-10 13F Perigon Wealth Management, LLC 18.958 4,94 2.700 0,52
2026-04-01 13F First Financial Bank - Trust Division 54.248 -2,78 7.727 -6,87
2026-04-29 13F Skopos Labs, Inc. 12.473 8,71 1.776 3,20
2026-04-15 13F DAVENPORT & Co LLC 4.722 86,86 673 79,20
2026-05-15 13F Hancock Whitney Corp 5.645 -3,88 849 -2,86
2026-04-22 13F Integrated Wealth Management 2.925 -20,47 417 -23,81
2026-05-13 13F NewEdge Wealth, LLC 30.353 22,83 4.323 17,66
2026-05-15 13F Cerity Partners LLC 1.864.476 -4,99 265.555 -8,99
2026-04-07 13F Legacy Solutions, Llc 7.425 25,76 1.058 20,52
2026-04-14 13F BSW Wealth Partners 0 -100,00 0
2026-04-23 13F TFC Financial Management 25.663 0,05 3.655 -4,17
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-27 13F Albion Financial Group /ut 6.885 0,00 981 -4,20
2026-05-05 13F Atria Investments Llc 3.197 10,58 455 6,06
2026-04-24 13F Zwj Investment Counsel Inc 12.697 -11,55 1.808 -15,28
2026-04-29 13F Garde Capital, Inc. 2.365 0,00 337 -4,27
2026-05-14 13F Kilter Group LLC 1.432 0,00 204 -4,25
2026-05-14 13F Laraway Financial Inc 1.496 213
2026-04-27 13F Baer Investment Advisory LLC 3.064 436
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 24.924 3.550
2026-05-15 13F/A EverSource Wealth Advisors, LLC 2.727 -1,30 388 -5,37
2026-05-15 13F Fwl Investment Management, Llc 0 -100,00 0
2026-05-01 13F Signature Resources Capital Management, LLC 21.364 0,00 3.043 -4,22
2026-05-14 13F Hrt Financial Lp 23.292 100,17 3 200,00
2026-05-07 13F BlueStem Wealth Partners, LLC 12.007 -8,11 1.710 -11,95
2026-04-22 13F My Personal CFO, LLC 12.287 0,00 1.750 -4,16
2026-04-21 13F Wedbush Securities Inc 11.098 1,43 2 0,00
2026-04-21 13F Claro Advisors LLC 30.595 8,89 4.358 4,31
2026-04-29 13F Marino, Stram & Associates Llc 10.623 0,00 1.513 -4,18
2026-05-06 13F Finhabits Advisors LLC 139.046 5,08 19.804 0,66
2026-05-11 13F Integrity Alliance, Llc. 20.345 2,43 2.898 -1,90
2026-05-15 13F Citadel Advisors Llc Put 6.700 97,06 954 88,91
2026-05-13 13F NFP Retirement, Inc. 124.712 1,24 17.763 -3,03
2026-05-15 13F Citadel Advisors Llc Call 46.000 238,24 6.552 223,99
2026-05-15 13F Tower Research Capital LLC (TRC) 28.841 77,18 4.108 69,71
2026-04-20 13F Fonville Wealth Management LLC 33.848 -0,93 4.821 -5,10
2026-05-04 13F Chicago Partners Investment Group LLC 96.599 7,26 15.061 10,78
2026-05-14 13F Integrity Financial Corp /WA 310 0,32 44 -2,22
2026-04-16 13F Roble, Belko & Company, Inc 68.365 -0,93 10 -10,00
2026-05-15 13F Broad Run Investment Management, LLC 0 -100,00 0
2026-05-12 13F Fielder Capital Group LLC 9.302 0,00 1.325 -4,27
2026-05-05 13F Premier Financial Group 19 0,00 3 0,00
2026-05-12 13F GGM Financials LLC 71 -28,28 10 -28,57
2026-04-21 13F Old Second National Bank Of Aurora 2.651 13,53 378 8,65
2026-05-14 13F Cwm, Llc 489.745 -8,57 69.754 88.196,20
2026-05-14 13F Evergreen Capital Management Llc 3.018 1,28 430 -3,16
2026-05-01 13F Sovran Advisors, LLC 3.715 -3,68 584 0,00
2026-01-05 13F Jacobs & Co/ca 0 -100,00 0
2026-04-24 13F Key FInancial Inc 1.913 0,00 272 -4,23
2026-05-12 13F Jane Street Group, Llc Call 104.800 731,75 14.927 696,90
2026-05-12 13F Jane Street Group, Llc Put 9.000 1.282
2026-05-12 13F Jane Street Group, Llc 102.307 -22,01 14.572 -25,29
2026-05-13 13F Richard W. Paul & Associates, LLC 13 225,00 2
2026-05-14 13F Power Wealth Management Llc 4.435 4,06 632 -0,32
2026-05-08 13F Wilkerson Advisory Group LLC 291 -0,34 41 -4,65
2026-04-30 13F Ibex Wealth Advisors 6.717 957
2026-05-05 13F Frisch Financial Group, Inc. 3.873 56,17 552 49,73
2026-05-15 13F Armis Advisers, LLC 6.256 0,00 1.013 14,33
2026-04-30 13F SkyOak Wealth, LLC 2.079 0,00 296 -4,21
2026-04-16 13F Sentinel Pension Advisors Inc 29.382 0,51 4.185 -3,73
2026-05-06 13F Quest 10 Wealth Builders, Inc. 1.356 -1,53 193 -5,39
2026-05-07 13F Sagespring Wealth Partners, Llc 140.440 40,60 20.003 34,68
2026-05-08 13F Strategic Financial Services, Inc, 3.988 568
2026-04-17 13F Wealthbridge Capital Management, Llc 4.907 -0,33 699 -4,64
2026-04-16 13F XML Financial, LLC 5.118 5,59 729 1,11
2026-05-07 13F Disciplina Capital Management LLC 1.343.930 16,35 191.416 11,45
2026-05-07 13F Lowe Brockenbrough & Co Inc 0 -100,00 0
2026-04-07 13F Legacy Private Trust Co. 49.100 -2,84 6.993 -6,92
2026-04-23 13F Next Level Private LLC 4.411 0,23 628 -3,98
2026-02-06 13F Global Retirement Partners, LLC 75.540 5,62 11.232 7,82
2026-01-30 13F Richardson Capital Management LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 57.652 7,72 8.211 3,19
2026-04-30 13F Personal Cfo Solutions, Llc 2.236 319
2026-05-12 13F Insigneo Advisory Services, Llc 17.326 44,52 2.468 38,44
2026-01-15 13F BetterWealth, LLC 0 -100,00 0
2026-04-08 13F Eagle Rock Investment Company, Llc 2.474 0,00 352 -4,09
2026-05-08 13F Curtis Wealth Management Llc 2.233 4,20 318 -1,85
2026-05-14 13F Modern Wealth Management, LLC 132.584 -6,64 19.019 -9,93
2026-05-15 13F Tradition Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Magnolia Wealth Management, LLC 270 38
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-30 13F Madison Wealth Partners, Inc 9.768 0,23 1.391 -4,00
2026-04-28 13F PUREfi Wealth, LLC 2.951 420
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 4.123 102,21 587 93,73
2026-05-07 13F Dakota Wealth Management 41.806 -2,31 5.954 -6,43
2026-02-17 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-05-05 13F Cedarwood Wealth LLC 2.471 -1,20 352 -7,12
2026-05-14 13F Davis Wealth Advisors, LLC 2.085 -5,36 297 -9,48
2026-04-07 13F Carolina Wealth Advisors, LLC 10 0,00 1 0,00
2026-04-08 13F Wealthspan Partners, Llc 0 -100,00 0
2026-04-16 13F Genesis Private Wealth, Llc 7.669 10,81 1.092 6,12
2026-04-22 13F Cornerstone Wealth Group, LLC 1.647 -91,09 254 -90,76
2026-04-21 13F Delap Wealth Advisory, Llc 216.296 2,85 30.807 -1,48
2026-04-24 13F Oakworth Capital, Inc. 9.066 0,00 1.291 -4,23
2026-04-10 13F Prosperity Planning, Inc. 12.952 -0,65 1.845 -4,85
2026-04-14 13F Northwest Wealth Management, Llc 377.533 9,80 53.772 5,18
2026-05-08 13F Glassy Mountain Advisors, Inc. 281 0,00 40 -2,44
2026-04-08 13F NorthCrest Asset Manangement, LLC 9.270 1.332
2026-05-06 13F Simon Quick Advisors, Llc 439.711 -0,93 62.628 -5,10
2026-04-15 13F Signature Estate & Investment Advisors Llc 75.414 2,79 10.741 -1,53
2026-04-24 13F UMA Financial Services, Inc. 128.127 1,14 18.249 -3,12
2026-04-24 13F Saxony Capital Management, LLC 0 -100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 4.380 0,00 624 -4,30
2026-05-05 13F Helium Advisors LLC 8.338 -0,25 1.188 -4,43
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-29 13F San Luis Wealth Advisors LLC 6.842 1,75 974 -2,50
2026-05-07 13F Ofc Financial Planning, Llc 5.479 6,49 780 1,96
2026-05-20 13F Cadia Private Client LLC 62.905 -6,66 8.960 -10,59
2026-04-10 13F Charles Schwab Trust Co 0 -100,00 0
2026-04-27 13F Beacon Financial Advisory LLC 11.633 0,81 1.657 -3,44
2026-04-30 13F ETF Store, Inc. 1.673 0,24 238 -4,03
2026-05-05 13F Torrey-Payne Wealth Management, LLC 1.431 0,00 204 -6,02
2026-05-07 13F Sage Financial Group Inc 18.108 -0,02 2.579 -4,23
2026-05-13 13F 49 Wealth Management, Llc 2.459 -14,44 350 -18,03
2026-04-22 13F Aegis Wealth Management LLC 47.167 0,00 6.718 -4,22
2026-04-29 13F Childress Capital Advisors, Llc 3.100 0,00 442 -4,13
2026-04-30 13F Money Concepts Capital Corp 8.762 -0,09 1.248 -4,37
2026-05-01 13F Valmark Advisers, Inc. 232.526 -1,17 33.119 -5,33
2026-05-04 13F Nwam Llc 187.350 20,06 26.684 12,80
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-23 13F Fairman Group, LLC 449 0,22 64 -4,55
2026-05-04 13F Global View Capital Management LLC 8.333 -8,59 1.187 -12,47
2026-04-15 13F Retirement Investment Advisors, Inc. 6.036 0,00 897 0,00
2026-04-17 13F Watershed Private Wealth Llc 6.099 -1,33 869 -5,55
2026-05-04 13F Hibernia Wealth Partners, LLC 3.976 -2,74 566 -6,75
2026-04-15 13F PW Nova Financial Services LLC 3.933 -19,41 560 -23,08
2026-04-20 13F Global Financial Private Client, LLC 1.549 0,00 221 -4,35
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 0 -100,00 0
2026-04-16 13F Friday Financial 464.604 4,48 66.174 0,08
2026-05-12 13F Cahill Financial Advisors Inc 9.804 -0,79 1.396 -4,97
2026-05-05 13F Wealthfront Advisers Llc 14.373.487 23,78 2.047.216 18,57
2026-05-15 13F Change Path, LLC 81.578 7,76 11.619 3,22
2026-04-29 13F Jackson Thornton Asset Management, Llc 67.510 184,32 10.037 179,43
2026-05-07 13F Vericrest Private Wealth 28.961 5,24 4.125 0,81
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.881 0,00 410 -4,21
2026-05-13 13F Davis R M Inc 5.560 -4,58 792 -8,66
2026-05-04 13F King Wealth 90.275 -1,80 13 -7,69
2026-04-01 13F Helen Stephens Group, LLC 30.917 3,45 4.403 -0,90
2026-05-14 13F Rialto Wealth Management, LLC 2.140 4,04 305 -0,33
2026-05-29 13F Asset Dedication, LLC 28.277 -67,62 4.027 -68,99
2026-04-22 13F Crew Capital Management, Ltd. 2.278 0,00 324 -4,14
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