Basisstatistiken
| Institutionelle Eigentümer | 1013 total, 1011 long only, 0 short only, 2 long/short - change of 1,60% MRQ |
| Durchschnittliche Portfolioallokation | 0.3089 % - change of 2,80% MRQ |
| Institutionelle Aktien (Long) | 77.268.646 (ex 13D/G) - change of 4,70MM shares 6,47% MRQ |
| Institutioneller Wert (Long) | $ 10.930.967 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares Russell Mid-Cap Value ETF (CL:IWS) hat 1013 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 77,268,646 Aktien. Die größten Aktionäre sind Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Bank Of America Corp /de/, Envestnet Portfolio Solutions, Inc., Tiaa-cref Individual & Institutional Services, Llc, First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .
iShares Trust - iShares Russell Mid-Cap Value ETF (SNSE:IWS) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 1.152 | 7,97 | 168 | 11,33 | ||||
| 2026-05-14 | 13F | Ariel Investments, Llc | 1.145 | 167 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.376.742 | -0,58 | 346.386 | 2,72 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 207 | 0,00 | 30 | 3,45 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 17.385 | 24,53 | 2.534 | 28,64 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 41 | 6 | ||||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 504 | 0,00 | 73 | 2,82 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.084 | 0,00 | 449 | 3,46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 108.057 | 0,43 | 15.748 | 3,77 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 2.374 | -0,34 | 346 | 2,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 293.064 | -7,57 | 42.640 | -4,66 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 88.647 | -3,81 | 12.919 | -0,62 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 1.900 | 0,00 | 277 | 3,37 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 5.023 | 0,00 | 709 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 2.385 | -2,01 | 348 | 1,17 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 6.648 | -1,22 | 969 | 2,00 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 1.665 | 0,00 | 243 | 3,42 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 6.324 | -17,15 | 922 | -14,41 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 17.142 | 0,00 | 2.498 | 3,35 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 3.391 | 0,00 | 494 | 3,35 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 6.700 | -2,93 | 976 | 0,31 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 17.223 | 1,84 | 2.510 | 5,24 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 2.533 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 8.851 | -4,77 | 1.290 | -1,60 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.581 | -4,30 | 376 | -1,05 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1.942 | 0,15 | 283 | 3,66 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8.165 | -2,61 | 1.190 | 0,59 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 2.999 | -0,66 | 437 | 2,82 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 7.740 | -4,08 | 1.128 | -0,88 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.731 | -56,25 | 252 | -54,84 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 516 | 73 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 208 | 0,00 | 30 | 3,45 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.281 | 0,04 | 332 | 3,43 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 2.208 | 322 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.413 | 11,40 | 352 | 15,08 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 559 | 0,00 | 81 | 3,85 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 4.316 | -0,60 | 629 | 2,61 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 2.390 | 0,00 | 348 | 3,26 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 213 | -0,47 | 31 | 3,33 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 92 | 13 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 846 | 0,36 | 123 | 4,24 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 683 | -25,60 | 100 | -23,26 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.980 | 305 | ||||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 284 | 0,00 | 41 | 2,50 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 200 | 0,00 | 29 | 3,57 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.538 | -0,03 | 953 | 3,25 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2.318 | -3,01 | 338 | 0,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.305 | -3,19 | 190 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 15.977 | -21,16 | 2.328 | -18,54 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 339 | 0,00 | 49 | 4,26 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 125.594 | -0,07 | 18 | 0,00 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 41.939 | -60,06 | 6.112 | -58,73 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5.908 | 1,70 | 941 | 14,77 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 56.530 | 480,99 | 7.974 | 487,11 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 2.982 | 7,65 | 435 | 11,28 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.798 | -2,58 | 699 | 0,72 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 140.799 | 0,54 | 20.523 | 3,88 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.341 | 86,55 | 633 | 92,68 | ||||
| 2026-02-13 | 13F | Cutler Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 2.875 | -4,80 | 419 | -1,41 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.838 | 0,00 | 682 | 1,04 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 466 | 0,00 | 68 | 3,08 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.044 | -36,09 | 298 | -28,09 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.810 | 0,00 | 410 | 3,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 12.482 | -30,07 | 1.819 | -27,73 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.034.314 | -2,66 | 296.481 | 0,58 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 4.014 | -0,94 | 585 | 2,45 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1.566 | -0,06 | 228 | 3,64 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3.211 | 0,28 | 468 | 3,55 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3.587 | 2,60 | 523 | 5,88 | ||||
| 2026-05-07 | 13F | Aldebaran Capital, Llc | 40.125 | -0,13 | 5.848 | 3,19 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 131.986 | 0,64 | 19.166 | 3,61 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 7.553 | 3.168 | 57,56 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 419 | -12,71 | 66 | -5,71 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1.856 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 41.499 | 2,12 | 6.048 | 5,53 | ||||
| 2026-01-07 | 13F | Marotta Asset Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ballast, Inc. | 2.487 | 0,00 | 362 | 3,43 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 535 | 0,00 | 78 | 4,00 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7.922 | 2,11 | 1.155 | 5,48 | ||||
| 2026-01-06 | 13F | First Citizens Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 4.715 | 1,70 | 687 | 5,21 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 1.712 | 0,88 | 249 | 4,18 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 800 | 2,70 | 117 | 6,42 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 1.420 | 0,00 | 207 | 3,00 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1.602 | 0,00 | 233 | 3,56 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.702.234 | -20,66 | 1.102.933 | -19,46 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 520 | 0,00 | 76 | 2,74 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 113 | 0,00 | 16 | 6,67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 296.327 | 533,96 | 43.187 | 555,13 | ||||
| 2026-05-12 | 13F | Lathrop Investment Management Corp | 1.781 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 8.547 | -1,25 | 1.246 | 2,05 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MidFirst Bank | 63.432 | -3,00 | 9.245 | 0,23 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 392 | 55 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 1.811 | 0,00 | 264 | 3,14 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 11.579 | -0,35 | 1.688 | 2,93 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3.152 | 0,13 | 459 | 3,38 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 92.925 | 6,66 | 13.543 | 10,21 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4.788 | -0,04 | 698 | 3,26 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 572 | 0,18 | 83 | 3,75 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 44.591 | -0,33 | 6.499 | 2,98 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 119 | 0,00 | 17 | 6,25 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12.104 | 0,74 | 1.764 | 4,13 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 5.281 | -7,17 | 770 | -4,11 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 65 | 0,00 | 9 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 525 | 0,00 | 77 | 2,70 | ||||
| 2026-04-15 | 13F | Home Federal Bank Of Tennessee | 7.424 | -13,16 | 1.082 | -10,29 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 169.103 | 0,83 | 24.645 | 4,19 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 5.932 | -25,54 | 865 | -23,13 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 450 | 0,00 | 66 | 3,17 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.840 | 0,00 | 268 | 3,47 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 370 | 0,00 | 54 | 1,92 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 96 | 39,13 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 66.533 | -12,62 | 9.697 | -9,71 | ||||
| 2026-04-22 | 13F | Motco | 87 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 1.390 | 203 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.668 | -0,22 | 2.721 | 3,11 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.124 | -9,19 | 1.038 | -6,15 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.783 | 0,00 | 260 | 3,19 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 2.505 | 365 | ||||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 53.046 | -1,75 | 7.731 | 1,51 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.393 | -0,21 | 203 | 3,57 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.974 | 0,00 | 288 | 3,24 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 6.168 | 0,00 | 899 | 3,34 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 7.920 | 1.154 | ||||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11.747 | -2,28 | 1.712 | 1,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 64.497 | -2,36 | 9.400 | 0,89 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 9.718 | -0,21 | 1.417 | 3,06 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 6.391 | -13,57 | 931 | -10,65 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 2.742 | 0,00 | 432 | 5,64 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.673.419 | 389.624 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11.837 | -5,21 | 1.697 | -4,23 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 46.804 | -5,83 | 6.821 | -2,70 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 285 | 0 | ||||||
| 2026-04-29 | 13F | Renasant Bank | 6.197 | -28,79 | 903 | -26,41 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 18.731 | -5,58 | 2.730 | -2,47 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 1.698 | -1,74 | 247 | 1,65 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 38.633 | 5,95 | 5.630 | 9,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 38.352 | -4,15 | 5.589 | -0,96 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 10.041 | -6,45 | 1.463 | -3,30 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 1.400 | 0,00 | 204 | 3,55 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 141.496 | 0,50 | 19.958 | 1,49 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 1.487 | 0,00 | 217 | 3,35 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.149 | 459 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 5 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 278.371 | -11,57 | 40.570 | -8,63 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 7 | 0,00 | 1 | |||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 2.918 | -1,75 | 425 | 1,67 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 6.764 | -2,01 | 986 | 1,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 202.955 | 25,77 | 29.590 | 29,95 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.420 | -27,51 | 1.519 | -25,11 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.841 | 62,44 | 401 | 63,93 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13.610 | -29,86 | 1.983 | -27,52 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 406 | 59 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 679 | 0,30 | 99 | 4,21 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33.885 | -18,96 | 4.938 | -16,26 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 406.855 | -0,50 | 104.180 | 80,63 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 6.100 | 889 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 171 | 116,46 | 25 | 118,18 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 4.615 | 0,00 | 673 | 3,38 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 111 | 0,00 | 16 | 6,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 39.362 | 28,00 | 5.737 | 32,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 5.200 | 147,62 | 758 | 155,74 | |||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 40.134 | 185,51 | 5.849 | 195,11 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 36.183 | 46,41 | 5.274 | 51,13 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 26.056 | 0,59 | 3.797 | 3,94 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 24.261 | 2,04 | 3.536 | 5,43 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 4.308 | 3,06 | 628 | 6,45 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 424 | -15,20 | 62 | -12,86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 70.638 | -3,70 | 10.295 | 102.840,00 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.427 | -3,65 | 342 | -2,56 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 2.064 | -1,15 | 301 | 2,04 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3.088 | 450 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 23.793 | -0,09 | 3.468 | 3,22 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 28.727 | -5,53 | 4.052 | 5,77 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 1.692 | 0,53 | 247 | 3,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.555 | 173,25 | 518 | 183,06 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 40 | 0,00 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 35.242 | -9,62 | 5.136 | -6,60 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 2.976 | -3,22 | 434 | 0,00 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 2.294 | -14,97 | 334 | -12,11 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 1.480 | 0,00 | 216 | 3,37 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.170 | 0,00 | 316 | 3,27 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 4.184 | 0,00 | 610 | 3,22 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.655 | -16,12 | 241 | -13,31 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.738 | -2,44 | 1.565 | 0,77 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50.161 | 12,48 | 7 | 16,67 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.194 | 757 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.907 | -5,98 | 424 | -2,98 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 13.534 | -0,87 | 2.107 | 9,45 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.962 | 0,00 | 461 | 5,25 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21.492 | -7,84 | 3.132 | -4,77 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 1.050 | 0,00 | 153 | 3,38 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 882 | 0,00 | 129 | 3,23 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 946 | 0,00 | 138 | 3,01 | ||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 43.199 | 0,00 | 6.296 | 3,32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.045 | 3,15 | 444 | 6,49 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3.735 | 21,38 | 544 | 25,35 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3.103 | -0,80 | 452 | 2,49 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.565 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.841 | -0,54 | 268 | 2,68 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 683.625 | -18,68 | 99.645 | -15,98 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 6.955 | 0,00 | 1.014 | 3,26 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.946 | 0,00 | 277 | 0,73 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 4.617 | 0,00 | 673 | 3,23 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3.356 | 0,96 | 489 | 4,49 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 23.365 | -2,53 | 3.405 | 0,71 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7.941 | 188,66 | 1.157 | 198,20 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5.466 | -1,09 | 797 | 2,18 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 8.976 | 0,82 | 1.308 | 4,22 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 98.615 | 3,70 | 14.372 | 7,15 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 14.341 | -1,10 | 2.090 | 2,20 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 8.318 | -2,96 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3.675 | 0,00 | 536 | 3,28 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 113.106 | 1,75 | 16.484 | 5,13 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 11.281 | 2,34 | 1.644 | 5,79 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 300 | 0,00 | 44 | 2,38 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18.231 | 0,11 | 2.657 | 3,43 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 361 | 0,00 | 53 | 4,00 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 545.471 | 1,07 | 79.497 | 4,43 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 3.662 | 0,00 | 534 | 3,29 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2.571 | 0,00 | 375 | 3,31 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 3.422 | 0,00 | 499 | 3,32 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.861 | 13,48 | 271 | 17,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 94.134 | -4,51 | 13.278 | -3,57 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81.606 | 2,60 | 11.893 | 6,01 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 35.460 | -8,10 | 5.168 | -5,05 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1.962 | 0,00 | 286 | 3,26 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3.168 | 0,00 | 462 | 3,36 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 5.350 | 0,30 | 780 | 3,59 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 1.573 | -1,07 | 229 | 2,23 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12.093 | -1,50 | 1.763 | 1,79 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 60 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 2.486 | -1,54 | 362 | 1,69 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 1.696 | -75,91 | 247 | -75,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 12.801 | 49,56 | 1.866 | 54,52 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1.680 | 0,00 | 245 | 3,39 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 181 | 0,00 | 26 | 4,00 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 5.868 | 0,00 | 571 | 1,06 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 1.575 | -3,55 | 230 | -0,43 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 200 | 29 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 502 | 0,00 | 73 | 4,29 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.885 | 0,50 | 1.003 | 3,83 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 1.653 | 0,00 | 241 | 3,00 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 270 | 0,00 | 39 | 2,63 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 139 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 11.448 | -2,65 | 1.668 | 0,60 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 1.554 | 0,00 | 219 | 0,00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4.606 | -0,80 | 666 | 1,83 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 1.413 | 206 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 22.050 | -9,50 | 3.214 | -6,49 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1.039 | 0,00 | 151 | 3,42 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.914 | 0,00 | 279 | 2,96 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 93.493 | 2,42 | 13.626 | 5,82 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2.602 | 6,64 | 382 | 10,76 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 2.135 | 0,00 | 311 | 3,32 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 3.565 | 0,00 | 520 | 3,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 30.182 | -0,77 | 4.761 | 11,00 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 4.318 | -82,40 | 629 | -81,82 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 3.703 | -0,40 | 540 | 2,86 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.262 | 53,72 | 475 | 58,86 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 43.104 | -6,83 | 6.282 | -3,74 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 117.673 | 0,78 | 17.150 | 4,13 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 5.611 | 0,00 | 818 | 3,29 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 45 | 0,00 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2.954 | 0,00 | 430 | 3,37 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 97 | 0,00 | 14 | 7,69 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 259.124 | 80,91 | 38 | 85,00 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 1.670 | -5,65 | 244 | -2,41 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 92.615 | -33,75 | 13.498 | -31,55 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 517 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12.853 | -10,58 | 1.880 | -7,58 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 2.453 | -29,06 | 357 | -26,69 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 55 | 8 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 264 | 0,00 | 38 | 2,70 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 37.479 | -0,02 | 5.462 | 3,31 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2.087 | 38,03 | 304 | 42,72 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 279 | 0,00 | 41 | 2,56 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 3.503 | 0,06 | 510 | 3,45 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 808 | 0,00 | 118 | 3,54 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.391 | -14,08 | 203 | -11,40 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 78 | 0,00 | 11 | 0,00 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 25.746 | -0,23 | 3.752 | 3,11 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 6.094 | -1,25 | 888 | 2,07 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 15.527 | -0,02 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.062 | -6,96 | 1.029 | -3,83 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 27.848 | 0,00 | 4.059 | 3,34 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7.562 | 4,27 | 1.102 | 7,83 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 14.376 | -16,69 | 2.095 | -14,73 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 23.355 | -1,69 | 3.404 | 1,58 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 498 | 108,37 | 73 | 118,18 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 13.931 | 1,69 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 11.471 | 0,17 | 1.672 | 3,47 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2.155 | 2,42 | 314 | 6,08 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 42 | -2,33 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 7.525 | 0,00 | 1.097 | 3,30 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 177.514 | -0,41 | 25.871 | 2,90 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 2.960 | 0,00 | 431 | 3,36 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 41 | 0,00 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 26.566 | -12,56 | 3.872 | -9,66 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7.999 | 0,00 | 1.166 | -0,34 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 85.207 | -5,65 | 12.418 | -2,50 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 1.791 | -5,09 | 261 | -1,88 | ||||
| 2026-01-22 | 13F | Greenup Street Wealth Management Llc | 3.687 | 0,00 | 515 | 0,00 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 48.330 | -2,49 | 7.044 | 0,74 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 4.851 | -14,55 | 707 | -11,75 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2.510 | 0,04 | 366 | 3,40 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3.022 | -5,59 | 440 | -2,44 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1.377 | 201 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 3.441 | -0,52 | 501 | 2,87 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 26.096 | -2,19 | 3.803 | 1,06 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 15.362 | 7,22 | 2.239 | 10,79 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.530 | -3,23 | 660 | 0,00 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 194 | 0,00 | 28 | 3,70 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.548 | -56,41 | 1.100 | -54,95 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 21 | 3 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 21.148 | -1,52 | 3.082 | 1,72 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 11.352 | -0,80 | 1.654 | 2,48 | ||||
| 2026-05-01 | 13F | American Trust | 4.638 | -4,53 | 676 | -1,46 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 10.053 | -43,31 | 1 | -50,00 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 26.225 | 34,34 | 3.822 | 38,83 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 251 | 0,00 | 37 | 2,86 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.463 | -4,88 | 213 | -1,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1.980.452 | -0,22 | 288.631 | 3,10 | ||||
| 2026-04-13 | 13F | Trust Co | 717 | 0,00 | 104 | 2,97 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 913 | 0,00 | 133 | 3,91 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 121 | 0,00 | 18 | 0,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 5 | 1 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 33.771 | -17,98 | 5 | -20,00 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 557 | 0,00 | 81 | 3,85 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 36.654 | 5.342 | ||||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 1.449 | 0,00 | 211 | 3,43 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 129 | 0,00 | 19 | 0,00 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 1.076 | 0,00 | 157 | 3,31 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.616 | -1,99 | 381 | 1,33 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.726 | 0,00 | 252 | 3,29 | ||||
| 2026-05-15 | 13F | Cramer Rosenthal Mcglynn Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Condor Capital Management | 21.916 | 0,10 | 3.194 | 3,43 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 236.511 | 18,14 | 33.360 | 19,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 116.455 | -0,26 | 16.972 | 3,05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.611 | 50,65 | 1.255 | 55,58 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12.990 | 7,36 | 1.893 | 10,96 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 19.731 | 83,14 | 2.876 | 89,27 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 784 | 0,00 | 114 | 3,64 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 34 | 183,33 | 5 | 400,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.633 | 1,70 | 384 | 4,93 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 591 | 29,32 | 86 | 34,38 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 3.800 | 0,00 | 563 | 5,05 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 247 | 0,00 | 36 | 2,94 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 1.859 | 0,00 | 271 | 3,05 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24.049 | 227,20 | 3.505 | 238,22 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 4.439 | -0,56 | 647 | 2,70 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2.782.303 | -2,60 | 405.493 | 0,64 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 128.659 | 2,71 | 18.751 | 6,12 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 9.033 | 0,00 | 1.316 | 3,30 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 118 | -78,70 | 17 | -78,21 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 679 | 0,00 | 99 | 3,16 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 21 | 0,00 | 3 | 50,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 21.473 | 0,45 | 3.129 | 3,78 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 60 | 9 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 10.444 | 43,23 | 1.524 | 48,15 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 26.883 | -4,25 | 3.918 | -1,09 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 10.540 | -11,14 | 1.536 | -8,13 | ||||
| 2026-05-14 | 13F | Wittenberg Investment Management, Inc. | 3.478 | 0,00 | 507 | 3,27 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 6.902 | -6,75 | 1.006 | -3,74 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 9.891 | 6,63 | 1.442 | 10,17 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.761 | 0,00 | 402 | 3,34 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 497 | 8,52 | 72 | 12,50 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 40.318 | -1,57 | 5.876 | 1,70 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 22.588 | -11,61 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 24.174 | -24,64 | 3.523 | -22,13 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 2.581 | -2,86 | 376 | 0,53 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.872 | -4,99 | 1.876 | -1,78 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.838 | 705 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 51 | 0,00 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 52.609 | 0,00 | 7.667 | 3,33 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.325 | -3,57 | 193 | 0,00 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 252.907 | 7,54 | 36.859 | 11,11 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 22.353 | -1,88 | 3.258 | 1,37 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 6.879 | 0,00 | 1.003 | 3,30 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 30.693 | -0,05 | 4 | 0,00 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 465 | -46,24 | 68 | -45,08 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 1.520 | -0,72 | 222 | 2,79 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 38.288 | 5.580 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 8.905 | -16,35 | 1.298 | -13,59 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 8.156 | -4,80 | 1.189 | -1,66 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 10.219 | 2,04 | 1.489 | 5,45 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 50.498 | -0,28 | 7.360 | 3,04 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 32.063 | -20,08 | 4.673 | -17,43 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 886 | -17,73 | 129 | -14,57 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 14.995 | 0,00 | 2.185 | 3,31 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 170.676 | -2,13 | 24.874 | 1,13 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 1.545 | -55,33 | 225 | -53,80 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 5.952 | -0,03 | 867 | 3,34 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 648.853 | -0,49 | 94.564 | 2,82 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 9.112 | 0,01 | 1.328 | 3,27 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 500 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 55 | 0,00 | 8 | 14,29 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.933.330 | 0,41 | 573.244 | 3,75 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 5 | 1 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 2.674 | -0,07 | 390 | 3,18 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10.170 | -1,40 | 1.482 | 1,93 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 151.776 | -0,28 | 22.120 | 3,03 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1.737 | 0,00 | 253 | 3,27 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 18.878 | 22,81 | 2.770 | 27,72 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 5.598 | -0,20 | 816 | 3,03 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.913 | 3,07 | 279 | 6,51 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 13.427 | -5,83 | 1.957 | -2,73 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 3.747 | -0,45 | 546 | 3,02 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 9.718 | 1,96 | 1.416 | 5,36 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 2.420 | 0,00 | 353 | 3,23 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.421 | -1,01 | 644 | 2,38 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lawood & Co | 1.672 | -4,68 | 244 | -1,62 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 3.163 | -0,09 | 487 | 9,19 | ||||
| 2026-04-13 | 13F | Reinhart Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 114.135 | 6,25 | 16.634 | 9,79 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 485 | 261,94 | 71 | 288,89 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6.926 | 0,00 | 1.009 | 3,38 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2.966 | 0,00 | 432 | 3,35 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3.975 | -7,02 | 579 | -3,82 | ||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 7.036 | -23,07 | 1.025 | -20,54 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 1.699 | -9,10 | 248 | -6,08 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.892 | -1,88 | 859 | 1,30 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 1.389 | 202 | ||||||
| 2026-05-06 | 13F | CNB Bank | 74 | 0,00 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 170 | 0,00 | 25 | 4,35 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 16.691 | 6,77 | 2.433 | 10,29 | ||||
| 2026-04-24 | 13F | United Community Bank | 541 | 0,00 | 79 | 2,63 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 11.690 | 3,85 | 1.704 | 7,31 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 125.473 | 9,60 | 18.286 | 13,25 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 52.760 | 0,13 | 7.689 | 3,46 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21.407 | -0,68 | 3.120 | 2,60 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1.634 | -28,49 | 238 | -26,09 | ||||
| 2026-05-11 | 13F | Boston Partners | 27.646 | -0,13 | 4.034 | 2,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 241.839 | 2,14 | 35.246 | 5,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 578 | 863,33 | 84 | 950,00 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4.222 | 2,78 | 615 | 6,22 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 2.432 | 354 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.985.396 | -4,23 | 280.040 | 96.799,65 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 20.837 | -0,10 | 2.939 | 0,89 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 315.369 | -1,25 | 45.962 | 2,03 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 16.217 | 0,29 | 2.364 | 3,64 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 49 | 0,00 | 7 | 16,67 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5.182 | 1,15 | 755 | -3,21 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 6.105 | 0,31 | 890 | 3,61 | ||||
| 2026-04-06 | 13F | CX Institutional | 737 | -16,15 | 0 | |||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 1.524 | 0,00 | 222 | 3,74 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 465 | 0,00 | 68 | 3,08 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1.396 | 204 | ||||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 3.776 | 0,00 | 550 | 3,38 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 65.309 | -4,47 | 9.518 | -1,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 35.928 | -1,69 | 5.236 | 1,59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 303 | -6,48 | 44 | -2,22 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 4.752 | 33,37 | 671 | 32,15 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.259 | 0,00 | 342 | 2,40 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.363 | 0,00 | 199 | 3,13 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 5.356 | -4,95 | 781 | -1,76 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2.289 | -0,52 | 334 | 2,78 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 28 | 0,00 | 4 | 33,33 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 21.554 | -0,05 | 3.141 | 3,29 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3.901 | -8,75 | 569 | -5,65 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.649 | 0,00 | 386 | 3,22 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 3.973 | -3,47 | 579 | -0,34 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.304 | -22,20 | 191 | -19,07 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55.480 | 1,58 | 8.086 | 4,96 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 4.030 | 0,30 | 587 | 3,71 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 221.510 | -6,51 | 32 | -3,03 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 11.760 | -38,86 | 1.714 | -36,86 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 4.261 | 0,00 | 621 | 3,16 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 29.083 | 3,12 | 4.239 | 6,56 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 947.543 | -0,11 | 138.095 | 3,21 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.263 | 0,00 | 330 | 3,13 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 22.592 | 0,00 | 3.293 | 3,33 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 1.802 | 0,33 | 263 | 3,56 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 37.945 | 5,65 | 5.530 | 9,16 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 337 | 0 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 2.585 | 0,00 | 377 | 3,30 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 521 | 3,17 | 76 | 2,70 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 120.612 | -0,61 | 17.578 | 2,70 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 3.901 | 0,03 | 568 | 3,27 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 24.262 | 1,02 | 3.536 | 4,37 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1.438 | 210 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 5.040 | 0,00 | 735 | 3,38 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 2.057 | 0,00 | 300 | 3,10 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 3.245 | 0,43 | 473 | 3,74 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 1.591 | -51,09 | 232 | -49,56 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 211 | -14,92 | 30 | -14,71 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.444 | -0,77 | 356 | 2,59 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 54.863 | -0,51 | 7.996 | 2,80 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 20 | 0,00 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 659 | 0,00 | 96 | 4,35 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 357.500 | 52.102 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1.987 | -20,39 | 290 | -17,90 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 5.076 | -0,37 | 740 | 2,92 | ||||
| 2026-05-08 | 13F | Bokf, Na | 88.741 | -1,89 | 12.933 | 1,38 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50.516 | 525,51 | 7.362 | 546,36 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 902 | 131 | ||||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 3.229 | 0,03 | 471 | 3,30 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 2.043 | -5,81 | 298 | -2,62 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.275 | -0,22 | 332 | 3,12 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 996 | 1,53 | 145 | 5,07 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.615 | -10,82 | 235 | -7,84 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 31.462 | -2,96 | 4.585 | 0,26 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 483 | 0,00 | 70 | 2,94 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 6.150 | 0,00 | 957 | 9,12 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 416 | 0,00 | 61 | 3,45 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 112.144 | 3,89 | 16.344 | 7,34 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Granite FO LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 92 | 13 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 787.533 | -1,15 | 112.050 | -0,28 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | 3 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.599 | 117,59 | 524 | 124,89 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 21.394 | 0,00 | 3.118 | 3,31 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 8.123 | 3,11 | 1.265 | 13,77 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5.431 | 0,00 | 792 | 3,26 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 3.517 | 0,00 | 513 | 3,23 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 182 | 13,75 | 27 | 18,18 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 12.018 | -2,74 | 1.751 | 0,52 | ||||
| 2026-05-15 | 13F | Pingora Partners LLC | 75 | 0,00 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.927.770 | -0,35 | 280.953 | 2,97 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.920 | 18,01 | 717 | 21,94 | ||||
| 2026-05-12 | 13F | Creative Planning | 133.277 | -4,18 | 19.424 | -1,00 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 11.211 | 0,00 | 1.634 | 3,29 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 17.871 | 25,31 | 2.521 | 26,57 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 61 | 0,00 | 9 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.886 | -4,26 | 1.295 | -1,07 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17.081 | 739,36 | 2.489 | 767,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 431.101 | -0,26 | 62.829 | 3,05 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 15.746 | 0,20 | 2.295 | 3,52 | ||||
| 2026-05-08 | 13F | Nuance Investments, Llc | 25.440 | -57,74 | 3.708 | -56,34 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 22.401 | 3,14 | 3.265 | 6,56 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 614 | -8,90 | 0 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 4.377 | 1,46 | 638 | 4,77 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 198.559 | -0,55 | 28.938 | 2,75 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 324 | 0,00 | 47 | 4,44 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.635 | -24,19 | 530 | -21,75 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 27.684 | 1,51 | 4.035 | 4,89 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 13.618 | 1.938 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 28.477 | 0,00 | 4.150 | 3,34 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 13.781 | 0,00 | 2.008 | 3,35 | ||||
| 2026-02-05 | 13F | GSB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16.638 | 963,13 | 2.425 | 1.001,82 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 17.636 | 192,37 | 2.570 | 202,35 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.500 | -6,54 | 219 | -3,54 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3.898 | 6,62 | 568 | 10,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.133 | -0,12 | 748 | 3,31 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.567.568 | -15,78 | 519.937 | -12,98 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.897 | -4,90 | 568 | -1,90 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.130 | 5,24 | 310 | 8,77 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 1.922 | 280 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 3.671 | -14,35 | 535 | -11,42 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 250 | 0,00 | 36 | 2,86 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 10.982 | 27,73 | 1.601 | 32,01 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.412 | 206 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.470 | 111,71 | 943 | 118,56 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 4.953 | 0,00 | 722 | 3,30 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 13.972 | 12,24 | 2.036 | 16,01 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 2.500 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6.518 | 0,00 | 950 | 3,26 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 6 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 17.604 | -0,53 | 2.566 | 2,76 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 178.501 | 3,82 | 26.015 | 7,27 | ||||
| 2026-02-17 | 13F/A | North Capital, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.723 | 0,00 | 251 | 3,29 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 17.908 | 0,28 | 2.610 | 3,61 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 1.185 | 0,25 | 173 | 3,61 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 11.868 | -4,87 | 1.730 | -1,71 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 13.345 | 26,36 | 1.945 | 30,56 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.195 | 0,00 | 611 | 3,38 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 7.553 | -0,85 | 1.065 | 0,09 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 45.898 | -0,13 | 6.689 | 3,19 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.643 | -2,16 | 1.260 | 1,04 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 4.305 | 1,97 | 627 | 5,38 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.000 | -50,00 | 437 | -48,35 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 4.052 | -15,79 | 591 | -12,98 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18.535 | -8,30 | 2.701 | -5,26 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 7.755 | -0,32 | 1.130 | 3,01 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.355 | 0,00 | 197 | 3,14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 62.839 | -11,27 | 9 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 65.325 | -27,33 | 9.632 | -26,73 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.295 | 1,15 | 772 | 4,47 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 5.026 | 22,41 | 732 | 26,42 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 57 | -1,72 | 8 | 0,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 5.350 | 0,00 | 780 | 3,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.251.682 | -2,37 | 182.420 | 0,88 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9.937 | 1.448 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 1.547 | 196,93 | 225 | 208,22 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.845 | -2,83 | 542 | -2,87 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.626 | 0,00 | 383 | 3,24 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 9.312 | 5,03 | 1.357 | 8,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.131 | -7,97 | 456 | -4,80 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 1.743 | 0,00 | 254 | 3,67 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 9.650 | 0,00 | 1.406 | 3,31 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 29 | 3,57 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 7.736 | 12,13 | 1.127 | 15,83 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 15.536 | 0,00 | 2.191 | 1,01 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 11.562 | -10,26 | 1.685 | -7,26 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 310 | -53,94 | 45 | -52,13 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.018 | 1,38 | 440 | 4,77 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.246.982 | 3,01 | 181.735 | 6,44 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 10.938 | 5,93 | 1.594 | 9,48 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 5.814 | 0,00 | 847 | 3,29 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.589 | 0,00 | 523 | 3,36 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 13.693 | 141,37 | 1.996 | 149,38 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 21.206 | 20,11 | 3.091 | 24,10 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.719 | -19,03 | 251 | -16,39 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 255.119 | -3,12 | 39.699 | 1,88 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 4.289 | 0,12 | 671 | 10,93 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 17.617 | -7,16 | 2.608 | -6,02 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 143.113 | -0,96 | 20.857 | 2,34 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 19.130 | 36,74 | 2.698 | 36,75 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 2.430 | -4,41 | 354 | -1,12 | ||||
| 2026-01-22 | 13F | Vicus Capital | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6.926 | -17,46 | 1.009 | -14,71 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.114 | -3,21 | 157 | -1,87 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 10.950 | 0,00 | 1.596 | 3,30 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 261.202 | -0,54 | 38.068 | 2,76 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 1.661 | -0,36 | 242 | 2,98 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 380.308 | 0,75 | 55.426 | 4,10 | ||||
| 2026-05-15 | 13F | Dean Investment Associates, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 738 | 0,27 | 108 | 3,88 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 737 | 5,29 | 107 | 9,18 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 21.128 | 12,57 | 3.079 | 16,32 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 17 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 2.395 | 0,04 | 349 | 3,56 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 778 | -97,79 | 113 | -97,72 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1.405 | 205 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 7.411 | 16,21 | 1.080 | 20,13 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1.471 | 214 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 7.582 | -5,43 | 1.105 | -2,21 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2.189 | 0,09 | 319 | 3,25 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 144 | 21 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 80 | 0,00 | 12 | 0,00 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 10.434 | -0,48 | 1.521 | 2,84 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 1.990 | 0,00 | 290 | 3,57 | ||||
| 2026-05-14 | 13F | Ade, Llc | 7.574 | 0,08 | 1.104 | 3,37 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 14.467 | 3,51 | 2.109 | 6,95 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.375 | 200 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 4.110 | 0,00 | 599 | 3,28 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 33.656 | 17,23 | 4.905 | 21,14 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 2.619 | -17,67 | 382 | -14,96 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 368 | -59,69 | 54 | -58,59 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 600 | 0,00 | 87 | 3,57 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4.192 | 16,48 | 654 | 28,80 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 54.103 | -1,34 | 7.885 | 1,94 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 39.569 | -10,28 | 5.767 | -7,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.494 | 34,49 | 509 | 39,07 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 3.100 | 0,00 | 452 | 3,20 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 2.028 | 0,00 | 286 | 1,06 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.280 | 23,34 | 1.207 | 27,48 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 177 | 0,00 | 26 | 4,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 6.067 | -9,04 | 884 | -5,96 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 9.616 | -1,28 | 1.401 | 2,04 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.916 | -2,42 | 842 | -1,64 | ||||
| 2026-04-23 | 13F | American National Bank | 94 | 0,00 | 14 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 32.597 | 70,75 | 4.598 | 72,43 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 1.755 | 0,00 | 256 | 3,24 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.414 | 0,00 | 206 | 3,52 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 614 | 19,46 | 89 | 23,61 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 65 | 0,00 | 9 | 0,00 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 8.466 | 0,01 | 1.234 | 3,35 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.778.173 | 8,43 | 259.151 | 12,03 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.546 | 371 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 12.123 | 7,58 | 1.767 | 11,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 494 | 0,00 | 72 | 2,90 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.363 | 344 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.002 | 6,15 | 292 | 9,40 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9.559 | 0,42 | 1.393 | 3,80 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 177.890 | -10,26 | 25.926 | -7,28 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.835 | 19,77 | 996 | 23,88 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 2.530 | 0,08 | 369 | 3,37 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Conning Inc. | 59.718 | 24,30 | 8.703 | 28,44 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 164.471 | 5,66 | 23.970 | 9,18 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 4.864 | 2,08 | 709 | 5,36 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 3.829 | -5,71 | 558 | -2,62 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 105 | 0,00 | 15 | 0,00 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.010 | 0,00 | 439 | 3,30 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 20 | 0,00 | 3 | -33,33 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.059 | -36,78 | 300 | -34,64 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 98.615 | 3.272,61 | 14.372 | 3.388,35 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2.946 | -0,34 | 0 | |||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 65.328 | 9.521 | ||||||
| 2026-04-22 | 13F | Ticino Wealth | 39.002 | -9,52 | 6.711 | 10,38 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 14.178 | -4,78 | 2.066 | -1,62 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 22.105 | -5,11 | 3.222 | -1,95 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 743 | 0,00 | 108 | 3,85 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 2.316 | 0,30 | 338 | 3,69 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 606.826 | -14,15 | 88.439 | -11,30 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 9.508 | 0,00 | 1.386 | 3,28 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.894 | -30,14 | 278 | -26,65 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.570 | -9,34 | 520 | -6,31 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 3.811 | 555 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 13.596 | -0,72 | 1.982 | 2,59 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7.377 | -0,85 | 1.075 | 2,48 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.659 | -32,97 | 2.136 | -30,74 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.065.380 | -0,08 | 1.175.449 | 3,25 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 80.966 | -0,32 | 11.800 | 2,99 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 31.271 | 90,07 | 4.557 | 96,42 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2.666.348 | -2,42 | 388.594 | 0,83 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 2.662 | 0,00 | 388 | 3,20 | ||||
| 2026-05-11 | 13F | Rahlfs Capital, Llc | 1.850 | 0,00 | 270 | 3,46 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 251.582 | -0,97 | 36.666 | 2,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 218.629 | 0,04 | 31.863 | 3,37 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 82.787 | -1,89 | 12.065 | 1,38 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1.645 | 0,00 | 240 | 3,02 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 77.058 | -14,22 | 11.231 | -11,37 | ||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 37.993 | -6,21 | 5.537 | -3,08 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 220 | 0,00 | 32 | 3,23 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 1.661 | 0,12 | 242 | 3,42 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 8.289 | -2,62 | 1.216 | 1,33 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 3.000 | 0,00 | 437 | 3,31 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1.700 | 0,00 | 248 | 3,35 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 16 | 2 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2.070 | 0,00 | 302 | 3,44 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.194 | 0,00 | 320 | 3,24 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 164.113 | 22,18 | 23.918 | 27,48 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 16.891 | -8,27 | 2.462 | -5,24 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 2.393 | 20,86 | 349 | 24,73 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 148 | 0,00 | 22 | 5,00 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 3.344 | -0,30 | 487 | 2,96 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 216.645 | -93,57 | 31.574 | -93,36 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 5.600 | 94,78 | 816 | 101,48 | ||||
| 2026-04-15 | 13F | City Holding Co | 27.004 | 1,33 | 3.936 | 4,71 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.478.807 | -4,63 | 216 | -1,38 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 1.575 | 0,00 | 230 | 3,15 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 42 | 0,00 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 1.833 | 267 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 652 | -0,91 | 95 | 3,26 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | 0,00 | 5 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 112 | 0,00 | 16 | 6,67 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 4.311 | 0,02 | 628 | 3,46 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 7.299 | 0,00 | 1.064 | 3,30 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 17.580 | -0,59 | 2.603 | 0,62 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 4.408 | -2,80 | 642 | 0,47 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 2.500 | 0,00 | 389 | 2,37 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 6.967 | 0,00 | 943 | -4,07 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.708 | 10,26 | 395 | 13,87 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 89 | 0,00 | 13 | 0,00 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.344 | 7,21 | 487 | 10,93 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 308 | 2,67 | 45 | 4,76 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 109 | 0,00 | 16 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 1.455 | 212 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.947 | -2,51 | 867 | 0,70 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 55 | 0,00 | 8 | 14,29 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2.327 | 2,06 | 357 | 5,62 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4.809 | -6,33 | 701 | -3,31 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 163.760 | 22,07 | 23.098 | 23,27 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 7.411 | 1.045 | ||||||
| 2026-05-06 | 13F | Postrock Partners Llc | 2.306 | 0,00 | 336 | 3,38 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 246 | 0,82 | 36 | 2,94 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 2.448 | 357 | ||||||
| 2026-05-15 | 13F | National Philanthropic Trust | 8.522 | 0,00 | 1.242 | 3,24 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.590 | -14,63 | 377 | -11,71 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 386 | 0,26 | 56 | 3,70 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 1.634 | 0,00 | 238 | 3,48 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8.546 | 4,04 | 1.245 | 7,51 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 24.084 | 8,63 | 3.803 | 12,79 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 37 | 0,00 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 226.691 | -2,10 | 33.038 | 1,15 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 210 | 0,00 | 31 | 3,45 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.128 | 5,82 | 164 | 9,33 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 6.001 | 0,52 | 875 | 3,80 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 2.346 | 7,57 | 342 | 11,07 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4.122 | 0,02 | 627 | 6,81 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 713.481 | 0,16 | 103.983 | 3,49 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.384 | -14,78 | 493 | -11,96 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Monument Capital Management | 45.930 | 6.694 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1.018 | 0,00 | 148 | 3,50 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.063 | -2,75 | 738 | 0,41 | ||||
| 2026-05-15 | 13F | Port Capital LLC | 4.249 | -1,76 | 619 | 1,48 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1.664 | 0,00 | 243 | 3,42 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 211 | 0,00 | 31 | 3,45 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1.842 | 0,00 | 268 | 3,47 | ||||
| 2026-04-20 | 13F | City State Bank | 444 | 2,30 | 65 | 4,92 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 9.701 | 0,00 | 1.414 | 3,29 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 33.008 | 1,16 | 4.811 | 4,52 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 1.770 | -62,89 | 258 | -62,15 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 2.503 | 365 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 913 | -18,12 | 133 | -15,29 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1.431 | 0,00 | 209 | 3,48 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 4.052 | 0,07 | 591 | 3,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.344 | 57,13 | 754 | 58,53 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.688 | -0,74 | 392 | 2,62 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.249 | -15,04 | 328 | -12,33 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 3.141 | -1,75 | 458 | 1,56 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 437.111 | -0,55 | 63.705 | 2,76 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 19.570 | -56,53 | 2.871 | -55,28 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 3.373 | 0,00 | 492 | 3,37 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 7.403 | -3,19 | 1.079 | 0,00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 573 | 0,00 | 84 | 3,75 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 57.649 | -11,14 | 8.402 | -8,19 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 7.834 | -1,47 | 1.105 | -0,54 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 74.147 | -0,65 | 10.806 | 2,66 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 57 | 0,00 | 8 | 0,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 47.588 | -0,71 | 6.935 | 2,60 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 56.398 | -2,01 | 8.219 | 1,24 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.132 | 0,00 | 311 | 3,33 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 50.732 | 196,04 | 7.418 | 206,87 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 3.478 | 0,00 | 507 | 3,27 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 81 | 189,29 | 12 | 266,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 941.353 | -6,50 | 137.193 | -3,39 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 115.894 | -4,41 | 16.890 | -1,23 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 861 | -45,88 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 906 | -80,54 | 0 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 6 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 3.489 | 10,73 | 508 | 14,41 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 379 | 0,00 | 55 | 3,77 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 767 | 0,00 | 114 | 3,67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 102 | 0,00 | 15 | 0,00 | ||||
| 2026-04-30 | 13F | Villere St Denis J & Co Llc | 2.033 | 0,00 | 296 | 3,50 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.416 | 0,00 | 352 | 3,53 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 35.025 | -20,21 | 5.105 | -17,56 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 88 | 0,00 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 76.894 | 15,53 | 11.206 | 19,38 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.544 | -45,64 | 662 | -43,85 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.489 | 0,67 | 946 | 3,96 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 19.130 | -0,04 | 2.788 | 3,30 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.676 | -4,12 | 390 | -0,76 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17.940 | 47,39 | 2.615 | 52,33 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4.838 | -1,16 | 705 | 2,17 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 7.966 | -0,25 | 1.161 | 3,11 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 5.939 | 28,55 | 866 | 32,87 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 1 | -93,75 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 1.686 | 2,74 | 0 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 18.489 | 3,33 | 2.695 | 6,78 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 1.516 | -21,12 | 221 | -18,82 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.957 | -0,81 | 431 | 2,38 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 68.811 | 1,36 | 10.029 | 4,73 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 4 | 1 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 180.890 | -11,99 | 26.363 | -9,07 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.277 | 2,16 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 151.996 | -4,09 | 22.152 | -0,90 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 203.918 | 71,34 | 29.719 | 77,04 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 20.243 | -2,04 | 2.950 | 1,24 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 2.688 | 408 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 12.600 | 1.836 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 15.146 | -34,24 | 2.207 | -32,05 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 85.121 | -2,03 | 12.406 | 1,22 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 1.559 | 3,38 | 227 | 7,08 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.124 | -2,18 | 164 | 0,62 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 1.692 | -4,30 | 247 | -1,20 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 16.699 | 38,43 | 2.434 | 43,03 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 134 | 0,00 | 20 | 5,56 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.759 | -15,65 | 402 | -12,80 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.056 | 154 | ||||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 4.085 | 0,00 | 595 | 3,30 | ||||
| 2026-05-01 | 13F | Avion Wealth | 167 | -13,02 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 195.387 | 66,93 | 28.476 | 72,48 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5 | 0,00 | 1 | |||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 165.570 | -0,91 | 25.198 | 6,91 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 171.130 | 7,82 | 24.941 | 11,40 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20.644 | 16,17 | 3.009 | 20,03 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 1.422 | -34,65 | 207 | -32,35 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 7.166 | 0,00 | 1.044 | 3,37 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 48 | -98,92 | 7 | -99,04 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 1.245 | -45,42 | 181 | -43,61 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.528 | 0,00 | 368 | 3,37 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 16.825 | -0,77 | 2.452 | 2,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.050 | -7,24 | 299 | -4,18 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 6.418 | 0,02 | 935 | 3,31 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 6.272 | -7,74 | 914 | -4,59 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 1.497 | 0,00 | 218 | 3,32 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 16.878 | -11,07 | 2.460 | -8,11 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.072 | 302 | ||||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 197 | 0,00 | 29 | 3,70 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.726 | 252 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 350 | -44,18 | 51 | -42,05 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 39.092 | -4,57 | 5.697 | -1,40 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 7.897 | 1.151 | ||||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1.789 | 0,06 | 261 | 3,17 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.613 | 6,87 | 2.130 | 10,43 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 150 | 0,00 | 22 | 0,00 | ||||
| 2026-05-15 | 13F | Earnest Partners Llc | 61.606 | -70,22 | 8.978 | -69,23 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 3.931 | 4,52 | 573 | 7,92 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 3.060 | -1,03 | 475 | 8,72 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 162 | 0,00 | 24 | 4,55 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 2.981 | -3,71 | 434 | -0,46 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3.934 | 7,19 | 573 | 10,83 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 3.671 | 0,00 | 535 | 3,48 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 1.405 | -51,33 | 205 | -49,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10.330 | -0,65 | 1.457 | 0,28 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 247 | 7,86 | 36 | 9,38 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.861 | 0,73 | 708 | 4,12 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 5.252 | -53,09 | 765 | -51,55 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 6 | 1 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 10.990 | 149,77 | 1.602 | 158,23 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 75.215 | 0,55 | 10.962 | 3,89 | ||||
| 2026-04-24 | 13F | Bayban | 1.966 | 0,00 | 287 | 3,25 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 30 | 0,00 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 254 | 0,00 | 37 | 5,71 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 1.661 | 0,00 | 242 | 3,42 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.984 | 0,00 | 435 | 3,33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.324 | 131,87 | 193 | 140,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 27 | 0,00 | 4 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 21.568 | 6,49 | 3.143 | 10,05 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2.363 | 13,01 | 344 | 17,01 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.501 | -31,63 | 392 | -29,68 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 2.293 | 0,00 | 334 | -1,47 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.700 | 0,03 | 539 | 3,45 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 220 | -10,20 | 32 | -5,88 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.734 | 2 | ||||||
| 2026-04-29 | 13F | W Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4.056 | 2,84 | 591 | 6,29 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 2.163 | 0,09 | 328 | 2,18 | ||||
| 2026-02-11 | 13F | Brandywine Global Investment Management, LLC | 247 | -49,49 | 35 | -50,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 252 | 0,00 | 37 | 2,86 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 2.540 | 0,00 | 370 | 3,35 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 770.873 | -1,46 | 112.347 | 1,82 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.712 | 6,60 | 395 | 10,34 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 104.483 | 3,46 | 15.227 | 6,91 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 190 | 0,00 | 28 | 3,85 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.623 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Firestone Capital Management | 3.010 | 1,69 | 439 | 5,04 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 3.720 | 38,24 | 542 | 43,01 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 65.763 | -16,92 | 9.648 | -13,90 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 100 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2.325 | -0,26 | 364 | 5,20 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 39 | 30,00 | 6 | 25,00 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 12.112 | 1.765 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 67.792 | 0,19 | 9.880 | 3,53 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 2.916 | 0,07 | 425 | 3,41 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 5.988 | 0,00 | 845 | 0,96 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 5.679 | 828 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.902 | 282 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 76.849 | 16,04 | 11.200 | 19,91 | ||||
| 2026-04-23 | 13F | Simmons Bank | 3.698 | 0,00 | 539 | 3,26 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 128 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 1.700 | 248 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
| 2026-05-07 | 13F | Next Capital Management LLC | 3.712 | 65,27 | 541 | 70,89 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 17.735 | -0,06 | 2.502 | 0,93 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8.280 | 23,34 | 1.207 | 27,48 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1.698 | 247 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 200 | 0,00 | 29 | 3,57 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 128.308 | -13,17 | 18.700 | -3,12 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 3.100 | 0,00 | 452 | 3,20 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 32.723 | -4,19 | 4.769 | -1,02 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 4.734 | 3,18 | 690 | 6,49 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3.652 | 0,00 | 532 | 3,30 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 152.784 | 5,72 | 22.270 | 9,24 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 18 | -93,57 | 3 | -94,87 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 220 | 0,00 | 32 | 3,23 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.866 | 0,00 | 418 | 3,22 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 251 | 0,00 | 37 | 2,86 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 1.969 | 0,00 | 287 | 3,25 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 2.027 | 0,00 | 295 | 3,51 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.969 | 7,36 | 287 | 11,24 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 3.300 | -28,26 | 481 | -25,93 | |||
| 2026-05-13 | 13F | Lido Advisors, LLC | 321.226 | 6,88 | 46.816 | 10,60 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 7.372 | 1,29 | 1.074 | 4,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 2.700 | 393 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 10.811 | 1.576 | ||||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 1.942 | 0,00 | 283 | 3,66 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 35.917 | -3,39 | 5.235 | -0,19 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 122 | 18 | ||||||
| 2026-05-08 | 13F | STAR Financial Bank | 6.314 | -7,99 | 920 | -4,86 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14.198 | 36,53 | 2.069 | 41,13 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 3.600 | 0,31 | 525 | 3,56 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 22.173 | 130,99 | 3.231 | 138,80 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 3.372 | -0,82 | 491 | 2,51 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 6.102 | -0,18 | 889 | 3,13 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 2.035 | 0,00 | 297 | 3,14 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 2.630 | -10,54 | 383 | -7,49 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1.808 | 0,00 | 263 | 3,14 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.518 | 13,05 | 541 | 18,16 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.820 | 0,00 | 286 | 2,89 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 596 | 0,00 | 87 | 2,38 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 1.485 | 0,00 | 216 | 3,35 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 2.839 | 0,00 | 414 | 3,25 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.589 | -99,29 | 232 | 3,13 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 1.410 | 205 | ||||||
| 2026-04-28 | 13F | Q3 Asset Management | 18.551 | -7,91 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1.771 | -2,05 | 258 | 1,18 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.283 | 0,00 | 187 | 3,33 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 144 | 21 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 17.742 | -7,31 | 2.586 | -4,22 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 158 | -69,14 | 23 | -68,06 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 2.797 | 0,21 | 408 | 3,56 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.797 | 0,00 | 262 | 3,16 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 692 | 0,44 | 101 | 3,09 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 34.472 | -1,10 | 5.024 | 2,18 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 1.752 | -6,06 | 255 | -3,04 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 74.663 | -7,13 | 11.644 | 2,67 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.002 | -27,81 | 146 | -25,13 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 44.200 | 262,30 | 6.442 | 274,48 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 9.051 | -2,43 | 1.319 | 0,84 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 961 | 0,00 | 140 | 3,70 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 2.050 | 15,17 | 299 | 18,73 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 1.675 | 244 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.023.739 | 1,85 | 149.200 | 5,24 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1.415 | 206 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.060 | 0,88 | 302 | 4,86 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1.398 | 204 | ||||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 5.210 | -2,71 | 793 | 0,51 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 10.358 | -6,44 | 1.510 | -3,33 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 15.597 | 2.273 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 992.650 | -10,45 | 144.807 | -7,43 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4.183 | -6,90 | 610 | -3,79 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 107 | 0,00 | 16 | 0,00 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 7.253 | 0,00 | 1.057 | 3,32 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 691 | 0,00 | 101 | 3,09 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 7.933 | 0,32 | 1.156 | 3,68 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 23.963 | 0,00 | 3.492 | 3,31 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 992 | 0,00 | 145 | 3,60 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 191 | -99,88 | 27 | -99,88 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 40.670 | 4,31 | 5.927 | 7,78 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 344 | 0,29 | 50 | 4,17 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 37.647 | -2,37 | 5.487 | 0,86 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13.145 | 9,81 | 1.916 | 13,45 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 5.132 | -5,09 | 748 | -1,97 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 9.641 | 9,38 | 1.405 | 13,03 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 6.852 | 2,62 | 999 | 6,06 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 300 | 40 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2.308 | 0,00 | 336 | 3,38 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 429.682 | -6,00 | 62.622 | -2,88 | ||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 5.705 | -2,46 | 831 | 0,73 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.177 | 1,93 | 1.337 | 5,36 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 3.768 | -2,13 | 549 | 1,10 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10.877 | -2,35 | 1.585 | 0,89 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 862 | 0,00 | 126 | 3,31 | ||||
| 2026-05-04 | 13F | Nwam Llc | 2.594 | -10,37 | 378 | -11,48 |
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