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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