IWS - iShares Trust - iShares Russell Mid-Cap Value ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

iShares Trust - iShares Russell Mid-Cap Value ETF
CL ˙ SNSE ˙ US4642874733
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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