Basisstatistiken
| Institutionelle Eigentümer | 2331 total, 2328 long only, 0 short only, 3 long/short - change of 3,36% MRQ |
| Durchschnittliche Portfolioallokation | 0.9370 % - change of -12,27% MRQ |
| Institutionelle Aktien (Long) | 1.685.661.056 (ex 13D/G) - change of 135,92MM shares 8,70% MRQ |
| Institutioneller Wert (Long) | $ 114.771.614 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares, Inc. - iShares Core MSCI Emerging Markets ETF (GB:0JLK) hat 2331 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,685,661,056 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Creative Planning, LPL Financial LLC, BlackRock, Inc., Jpmorgan Chase & Co, Wealthfront Advisers Llc, and UBS Group AG .
iShares, Inc. - iShares Core MSCI Emerging Markets ETF (LSE:0JLK) 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
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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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Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 41.260 | -22,53 | 2.878 | -19,64 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 60.214 | -20,71 | 4.200 | -17,72 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 100.363 | -13,10 | 7.755 | -0,10 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 254.015 | 8,20 | 17.718 | 12,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 907.404 | 1,35 | 63.291 | 5,16 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 963 | 65 | ||||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 5.107 | -82,53 | 635 | -67,72 | ||||
| 2026-05-14 | 13F | Pembroke Management, LTD | 55.461 | -1,73 | 3.868 | 1,98 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 7.180 | 18,97 | 501 | 23,46 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 94.877 | 7,99 | 6.618 | 12,06 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 6.808.959 | -0,26 | 472.931 | 3,06 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 7.823 | -6,94 | 546 | -3,54 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 260 | 0,00 | 18 | 5,88 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 20.020 | -6,79 | 1.396 | -3,26 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4.745 | 25,53 | 331 | 29,92 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 6.585 | 11,20 | 459 | 6,99 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 105.852 | 59,80 | 7.383 | 65,84 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 64.376 | -30,20 | 4.490 | -27,57 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 10.928 | 10,64 | 762 | 14,93 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 7.295 | -9,49 | 509 | -6,10 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 27.445 | 4,14 | 1.914 | 8,07 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 13.267 | 11,05 | 925 | 29,01 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 1.037.651 | 20,86 | 72.376 | 25,41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 28.102 | 24,70 | 1.960 | 29,46 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 1.395 | 97 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 6.986 | 546 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 322.818 | -0,31 | 22.517 | 3,44 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 24.418 | 1.641 | ||||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 75.350 | 5.256 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.387.819 | 17,01 | 96.800 | 21,41 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 10.100 | 5,75 | 704 | 9,66 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 2.191.664 | 3,51 | 152.869 | 7,41 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 88.990 | -5,93 | 6.207 | -2,37 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 110.347 | -35,89 | 7.697 | -33,48 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 5.910 | 11,30 | 0 | |||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 139.749 | 0,55 | 9.736 | 4,20 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 31.475 | 27,95 | 2.195 | 32,79 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 5.601 | 391 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4.527 | -18,00 | 316 | -15,09 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 169.267 | -19,71 | 13.206 | -17,18 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 281 | -94,81 | 20 | -94,68 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 283.937 | -0,13 | 19.803 | 3,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.871.663 | -15,67 | 130.549 | -12,50 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4.898 | 342 | ||||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 60 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 9.997 | -45,98 | 697 | -49,24 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.089 | 47,32 | 146 | 52,63 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 86.362 | 29,19 | 6.922 | 39,09 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 511 | 0,00 | 36 | 2,94 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 5.585 | -95,60 | 390 | -95,44 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4.228 | -47,91 | 295 | -46,06 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 115.379 | 8,03 | 8.048 | 12,09 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 3.660 | 5,17 | 255 | 9,44 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 90.550 | 0,03 | 6.316 | 3,78 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 93 | 6 | ||||||
| 2026-01-12 | 13F | Kopp Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 96.163 | 147,68 | 6.707 | 157,07 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 400.843 | 0,83 | 27.959 | 4,62 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 4.154 | 5,51 | 290 | 9,47 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 333.512 | -19,30 | 23.262 | -16,26 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 9.016 | 0,00 | 629 | 3,63 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 5.246 | -12,48 | 366 | -9,20 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 227.066 | -0,56 | 18.199 | 10,76 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 106 | 0,00 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 10.921 | -11,25 | 762 | -7,98 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 26.314 | 9,13 | 1.835 | 13,27 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 178.641 | -0,19 | 13.209 | 9,78 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3.180 | 0,00 | 222 | 3,76 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 1.209.143 | 13.767,91 | 84.338 | 14.291,98 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 7.591 | 3,73 | 529 | 7,74 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3.384 | 0,00 | 236 | 3,96 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 437.551 | 0,85 | 30.519 | 4,65 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 6.222.866 | -14,65 | 434.045 | -11,44 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 9.888 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 83.111 | -13,81 | 5.797 | -10,57 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 2.727 | -1,05 | 190 | 2,70 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12.761 | 23,08 | 890 | 27,87 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 83.151 | -31,63 | 5.800 | -29,06 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 13.685 | 3,08 | 955 | 6,95 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 18.302 | -9,58 | 1.277 | -6,18 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 21.067 | -0,44 | 1.469 | 3,31 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 3.573 | -2,43 | 249 | 1,22 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 11.211 | -11,35 | 782 | -8,12 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 4.914 | -27,54 | 343 | -24,84 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 12.278 | 6,25 | 856 | 10,31 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advantage Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 71.235 | 2.148,58 | 4.969 | 2.243,40 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 8.382 | -48,76 | 585 | -46,86 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 182.019 | 0,04 | 12.696 | 3,80 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 12.207 | -24,12 | 851 | -21,28 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 7.262 | -13,15 | 507 | -9,96 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 35.098 | -1,91 | 2.448 | 1,79 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 6.385 | 0,00 | 445 | 3,73 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 21.385 | 1,11 | 1.492 | 4,93 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 13.361 | -0,47 | 932 | 3,22 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 11.325 | -15,18 | 790 | -12,04 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1.262 | 0,00 | 88 | 3,57 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 144.793 | -6,20 | 10.101 | -2,67 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 37.502 | -1,52 | 2.616 | 2,19 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 15.856 | 7,53 | 1.106 | 11,50 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 242.992 | 7,74 | 16.949 | 11,79 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 628 | 0,00 | 44 | 2,38 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 15.852 | 30,73 | 1.106 | 35,58 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 7.428 | 0,30 | 518 | 4,23 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 6.049 | 22,05 | 422 | 26,43 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.956.984 | 0,91 | 206.250 | 4,71 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 4.525 | 0,00 | 316 | 3,62 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 332.751 | 0,33 | 23.209 | 4,10 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 70.679 | -1,46 | 4.930 | 2,24 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6.891 | -96,84 | 481 | -96,73 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 11.110 | 22,68 | 775 | 27,30 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 72.055 | 19,72 | 5.026 | 24,23 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 3.297 | 0,00 | 230 | 3,62 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 87.384.260 | 13,93 | 6.095.052 | 18,21 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 711 | -5,20 | 0 | |||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 16.335 | 0,60 | 1.139 | 4,40 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 28.263 | 18,92 | 1.971 | 23,42 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 80.044 | 6,49 | 6 | 0,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 219.323 | 10,22 | 15.298 | 14,37 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 8.257 | -0,71 | 576 | 2,86 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 45.572 | 28,53 | 3.179 | 33,36 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 7.184.416 | 2,03 | 501.113 | 5,87 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2.432.761 | 0,80 | 169.685 | 4,60 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 939 | 53,93 | 65 | 58,54 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4.164 | 12,15 | 290 | 16,47 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 137.007 | -6,09 | 9.556 | -2,55 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 1.801.448 | 5,26 | 125.651 | 9,23 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 11.871 | -44,99 | 828 | -42,90 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 6.025 | 1,24 | 420 | 5,00 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 149.522 | 4,67 | 10.429 | 8,61 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 670.474 | -3,67 | 45.069 | -1,77 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 1.120 | 78 | ||||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 47.473 | 3,16 | 3.311 | 7,05 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 2.217 | 0,00 | 155 | 3,36 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 29.529.985 | 2,03 | 2.059.743 | 5,87 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5.429 | 1,61 | 379 | 5,29 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 120.555 | -16,85 | 8.409 | -22,31 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 24 | -64,18 | 2 | -75,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 14.118 | -0,84 | 985 | 2,82 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 11.888 | -55,48 | 829 | -53,79 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 20.868 | 2,10 | 1.456 | 5,97 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 17.008 | 0,00 | 1.143 | 1,96 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 22.058 | 12,22 | 1.539 | 16,43 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 9.239 | 0,14 | 644 | 3,87 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 29.752 | -9,95 | 2.075 | -6,57 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 27.703 | 0,11 | 1.932 | 3,87 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.356.146 | 12,57 | 91.160 | 14,79 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 3.532 | -11,59 | 246 | -8,21 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 365.482 | 0,00 | 25.492 | 3,77 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 46.988 | -3,74 | 3.159 | -1,83 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 4.308 | 0,00 | 300 | 3,81 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 11.040 | 5,14 | 770 | 9,07 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 154.132 | 28,68 | 10.751 | 33,52 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 3.856 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 8.745 | -11,15 | 610 | -7,87 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 495 | 10,49 | 35 | 13,33 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 15.073 | 0,00 | 1.051 | 3,75 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.508.449 | 4,84 | 174.964 | 8,78 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4.673 | 7,01 | 326 | 10,92 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 53.571 | -3,24 | 3.737 | 0,40 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 7.018 | 0,00 | 489 | 3,82 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 466.690 | -1,98 | 32.552 | 1,71 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 23.162 | -18,58 | 1.616 | -15,53 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 5.602 | -11,02 | 391 | -7,80 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 200 | 100,00 | 14 | 116,67 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 41.703 | 2.964 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 57.961 | 20,26 | 4.043 | 24,79 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 51.740 | -47,82 | 3.609 | -45,87 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 14.250 | 7,23 | 994 | 11,20 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 20.260 | -19,34 | 1.413 | -16,29 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 71.685 | 4,96 | 5.000 | 8,91 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 77.946 | -3,84 | 5.437 | -0,22 | ||||
| 2026-04-29 | 13F | Renasant Bank | 34.586 | 72,14 | 2.412 | 78,67 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 187.193 | 9,95 | 12.583 | 12,12 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 697 | 0,00 | 49 | 4,35 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 10.248 | 80,80 | 715 | 87,40 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 2.200 | 191,39 | 153 | 206,00 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 233.107 | -4,24 | 16.259 | -0,63 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 101.196 | 1.435,83 | 7.058 | 1.496,83 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 5.004 | 6,15 | 349 | 10,44 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 572 | 0,00 | 40 | 2,63 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 13.987 | -10,22 | 976 | -6,88 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 2.960 | 206 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 185.342 | 0,16 | 12.928 | 3,93 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 146.811 | -12,26 | 10.240 | -8,95 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 638 | 45 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 6.344 | 0,79 | 442 | 4,49 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 13.874 | 1,97 | 968 | 5,80 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 63.933 | -1,20 | 4.459 | 2,53 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 24.965 | -18,96 | 1.741 | -15,89 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 556.491 | -12,58 | 38.815 | -9,29 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 3.976 | -6,69 | 277 | -3,15 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10.441 | -0,97 | 728 | 2,82 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 9.166 | 4,95 | 616 | 7,13 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 13.800 | 0,55 | 963 | 4,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.878.466 | -27,33 | 131.023 | -24,59 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.123.183 | 10,38 | 78.342 | 14,53 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 2.958 | 4,05 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 2.359.105 | 4,25 | 164.548 | 8,17 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 61.594 | -14,56 | 4.296 | -11,33 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 17.770 | 0,00 | 1.239 | 3,77 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 8.759 | 0,00 | 611 | 3,74 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 1.392.402 | 24,12 | 97.120 | 28,79 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 806 | -27,52 | 56 | -24,32 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 111.871 | -2,82 | 7.782 | -3,02 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 26.630 | -6,44 | 1.857 | -2,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 60.139 | -2,22 | 4.195 | 1,45 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 263.682 | 2,79 | 18.392 | 6,66 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10.695 | 46,91 | 746 | 52,35 | ||||
| 2026-05-06 | 13F | Cabot-Wellington, LLC | 316.527 | 3,64 | 22.078 | 7,55 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 5.945 | -0,45 | 415 | 3,24 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 11.717 | 0,26 | 817 | 4,08 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 17.893 | -0,94 | 1.248 | 2,80 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 429.197 | 2,92 | 29.937 | 6,79 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 4.155 | -0,76 | 290 | 2,85 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16.766 | -2,00 | 1.169 | 1,74 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5.945 | -1,10 | 0 | |||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 7.324 | -0,20 | 511 | 3,45 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.544 | 9,27 | 108 | 13,83 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 21.348 | -4,88 | 1.489 | -1,33 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 5.593 | -2,00 | 390 | 1,83 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 11.556 | -0,34 | 806 | 3,47 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 23.045 | 7,99 | 1.607 | 12,06 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 106.101 | 27,52 | 7.401 | 32,33 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 111.787 | -10,85 | 7.797 | -7,49 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 15.781 | -8,75 | 1.101 | -5,34 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 15.776 | -3,17 | 1.100 | 0,46 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 11.944 | 5,94 | 1 | |||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 13.000 | 907 | ||||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 23.667 | -77,12 | 1.651 | -76,27 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 406.202 | 24,86 | 27.305 | 27,32 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 2.187.140 | 3,46 | 152.553 | 7,35 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.572.002 | 17,17 | 249.226 | 21,55 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 13.970 | 0,00 | 974 | 3,73 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 5.480 | 0,00 | 382 | 3,80 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 6.373 | 32,91 | 445 | 37,89 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 46.029 | -0,77 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Nepc Llc | 183.588 | -1,17 | 12.805 | 2,55 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 5.599 | 0,00 | 391 | 3,72 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 19.947 | -11,68 | 1.391 | -8,37 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.113 | 0,00 | 636 | 3,76 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 4.413 | -17,65 | 308 | -14,72 | ||||
| 2026-05-11 | 13F | Amitell Capital Pte Ltd | 61.057 | 93,12 | 4.259 | 100,38 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 469.500 | 20,48 | 32.748 | 125.850,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 97.618 | -0,02 | 6.809 | 3,73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53.434 | 13,90 | 3.707 | 17,54 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 733 | 0,00 | 51 | 4,08 | ||||
| 2026-04-06 | 13F | CX Institutional | 16.690 | -6,10 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 158 | 11 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 51.748 | 5,29 | 4 | 33,33 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.791.143 | 20,70 | 120.580 | 20,88 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 1.020.000 | 2,72 | 71.145 | 6,59 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 4.222 | 0,00 | 294 | 3,89 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 8.067 | -9,63 | 563 | -6,33 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 7.245 | 1,39 | 505 | 5,21 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 11.749 | -0,28 | 819 | 3,54 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 19.678 | 0,17 | 1.373 | 3,94 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 59.015 | -11,29 | 4.116 | -7,94 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 31.897 | 2.225 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 13.284 | -30,01 | 927 | -27,37 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 191.210 | -0,77 | 13.337 | 2,96 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 20.804 | 0,00 | 1.451 | 3,79 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 424.155 | -45,25 | 29.585 | -43,19 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 121.363 | -9,82 | 8 | -11,11 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.444 | 70,19 | 170 | 77,08 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 16.588 | 13,49 | 1.157 | 17,82 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 39.874 | -1,42 | 2.781 | 2,28 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 118.272 | 4,64 | 8.249 | 8,58 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.287.290 | 310,70 | 368.788 | 326,16 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 9.620 | 0,03 | 671 | -1,61 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 839.785 | 47,27 | 58.575 | 52,82 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 11.556 | 189,84 | 806 | 200,75 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 17.153 | -0,22 | 1.196 | 3,55 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 187.818 | 68,02 | 13.100 | 74,36 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 49.311 | 10,43 | 3.439 | 14,60 | ||||
| 2026-02-10 | 13F | Rational Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 3.718.473 | 259.363 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 110.760 | 41,66 | 7.726 | 47,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4.712 | 58,92 | 329 | 52,56 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 14.552 | 10,33 | 1.015 | 14,43 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 68.180 | -2,87 | 4.756 | 0,78 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 10.755 | 0,00 | 750 | 3,88 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 11.157 | 0,02 | 778 | 3,87 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 341 | 0,00 | 24 | 4,55 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.349.281 | -4,67 | 163.862 | -1,08 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 18.098 | 1,02 | 1.262 | 4,82 | ||||
| 2026-04-22 | 13F | Vicus Capital | 160.057 | -9,44 | 11.164 | -6,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 286.067 | 53,19 | 22.019 | 67,32 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 10.192 | -4,52 | 711 | -0,98 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 85.239 | 2,46 | 5.945 | 6,31 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 233.174 | 8,28 | 16.264 | 12,35 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5.691 | 4,38 | 397 | 8,20 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 485.232 | -2,03 | 33.845 | 1,65 | ||||
| 2026-05-01 | 13F | University of Pittsburgh - Of the Commonwealth System of Higher Education | 1.933.838 | 0,00 | 134.885 | 3,76 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 31.386 | 22,19 | 2.189 | 26,83 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5.175 | 3,11 | 361 | 6,82 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 68.474 | -9,29 | 4.777 | 95.420,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 285 | -20,17 | 20 | -17,39 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 661 | -11,39 | 46 | -8,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 335.900 | 7,65 | 23.429 | 11,70 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 173.761 | 7,93 | 12.120 | 12,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 26.316 | -0,96 | 1.836 | 2,74 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 27.249 | -16,54 | 1.901 | -13,40 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 135.526 | 5,73 | 9.453 | 9,70 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 70 | 0 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 30 | -86,11 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | Call | 186.609 | 13.016 | |||||
| 2026-05-05 | 13F | UBS Group AG | 37.646.267 | 161,66 | 2.625.827 | 171,51 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 12.925 | 902 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.451 | 9,32 | 171 | 13,33 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 13.274 | -47,82 | 926 | -45,91 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 384 | 0,00 | 27 | 4,00 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 137.083 | 0,17 | 9.562 | 3,94 | ||||
| 2026-05-15 | 13F | Chai Trust Co Llc | 594.544 | 0,00 | 41.469 | 3,76 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 120.029 | 4,90 | 8.372 | 8,85 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 16.446 | 9,86 | 1.147 | 14,02 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 26.396 | 20,62 | 1.841 | 25,15 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.562.950 | 15,23 | 109.015 | 19,57 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 124.107 | -11,76 | 8.656 | -8,43 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 264.491 | -2,70 | 18.448 | 0,96 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12.727 | 888 | ||||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 79.720 | -30,65 | 4.324 | -44,03 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.201 | 0,00 | 84 | 3,75 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 118.235 | 1,51 | 8.247 | 5,33 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 242 | -5,10 | 17 | -5,88 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 266.241 | -4,28 | 18.570 | -0,68 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 53.916 | 3,35 | 3.760 | 7,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 155.554 | 0,95 | 10.850 | 4,75 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 3.974 | 0,00 | 277 | 3,75 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 89.425 | 5,16 | 6.237 | 9,11 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5.608 | 6,66 | 391 | 10,76 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 295.306 | 6,36 | 20.598 | 10,36 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16.559 | 7,18 | 1.155 | 11,18 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 209.199 | 43,92 | 14.592 | 49,34 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 158.237 | 0,51 | 11.037 | 4,30 | ||||
| 2026-04-27 | 13F | Nationwide Fund Advisors | 3.801.904 | -7,05 | 265.183 | -3,55 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 9.020.598 | 29,50 | 629.187 | 34,37 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8.087 | 9,43 | 564 | 13,71 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 6.307 | 50,67 | 440 | 56,23 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 15.789 | 9,21 | 1.101 | 13,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.605.987 | -7,57 | 252 | -4,20 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 20.847 | 843,73 | 1.454 | 882,43 | ||||
| 2026-05-14 | 13F | Inherent Management Corp. | 415.605 | 0,00 | 28.988 | 3,77 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 3.225 | -7,43 | 225 | -4,27 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3.579 | 250 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 119.070 | 1,38 | 8.305 | 5,21 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 87.434 | 2,37 | 6.099 | 6,22 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 696.636 | -5,93 | 53.620 | 7,71 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 13.923 | -0,49 | 971 | 3,30 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 221.123 | -6,11 | 15.423 | -2,58 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 21.371 | 0,00 | 1.491 | 3,76 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1.964 | 0,00 | 137 | 3,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 51.816 | 77,61 | 3.614 | 84,29 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 5.617 | 18,80 | 392 | 23,34 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 45.915 | -18,56 | 3.203 | -15,49 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 81.078 | -1,04 | 5.655 | 2,69 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 134.910 | -57,52 | 10.536 | -50,65 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 96.689 | 2,47 | 6.744 | 6,34 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 168.232 | 7,07 | 11.734 | 11,10 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 286.188 | 16,68 | 19.993 | 21,26 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5.559.794 | -1,88 | 387.796 | 1,81 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 5.209 | 0,54 | 363 | 4,31 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 133.729 | 35,30 | 9.328 | 40,38 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 4.535 | 15,28 | 316 | 19,70 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 80 | -98,11 | 6 | -98,25 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 3.760 | 0,00 | 262 | 3,97 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 34.845 | 2.430 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 13.688 | -4,69 | 955 | -1,14 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6.379 | 1,13 | 445 | 4,72 | ||||
| 2026-04-13 | 13F | Arwa Llc | 31.976 | -19,60 | 2.364 | -11,56 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 700 | 49 | ||||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2.267 | -0,87 | 158 | 3,27 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | One Day In July LLC | 12.858 | 6,22 | 897 | 10,21 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 185.574 | 61,39 | 12.944 | 67,46 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 137.669 | -2,99 | 9.602 | 0,66 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 33.529 | -1,49 | 2.339 | 2,23 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 100.060 | 2,34 | 6.979 | 6,19 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 27.275 | -3,95 | 1.902 | -0,31 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 27.151 | 88,27 | 1.894 | 95,36 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 4.639 | 324 | ||||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 77.578 | 5.411 | ||||||
| 2026-04-22 | 13F | apricus wealth, LLC | 5.275 | 3,43 | 368 | 7,31 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 277.522 | 7,42 | 19.357 | 11,46 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 475.080 | 0,35 | 33.137 | 4,13 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 199.650 | -69,84 | 13.926 | -68,71 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 7.095 | -0,13 | 495 | 3,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 9.297.033 | 4,11 | 648.468 | 8,03 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 99.952 | -3,30 | 6.972 | -5,25 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 3.180.698 | 0,22 | 221.854 | 3,99 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 78.390 | -2,97 | 5.468 | 0,68 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 19.059 | 0,40 | 1.329 | 4,15 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 3.448 | 21,71 | 240 | 10,60 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 766.809 | -0,82 | 53.485 | 2,92 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 107.683 | -2,82 | 7.511 | 0,85 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 142.537 | -24,22 | 9.942 | -21,38 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 31.835 | 2,77 | 2.220 | 6,63 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14.055 | -2,26 | 980 | 1,45 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 5.480 | 5,57 | 382 | 9,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 5.087 | 0,00 | 355 | 3,81 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 12.479 | -0,20 | 870 | 3,57 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 3.313.829 | -36,61 | 231 | -34,19 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 2.816 | 0,00 | 189 | 2,16 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | 230 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.320 | 39,39 | 92 | 46,03 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3.709 | 11,75 | 259 | 15,70 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 12 | -97,46 | 1 | -100,00 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 7.286 | 125,57 | 508 | 134,10 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7.140 | -69,33 | 480 | -68,77 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 158 | -20,20 | 11 | -23,08 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 16.161 | -14,22 | 1.127 | -10,98 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 4.359 | 362 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 27.837 | 53,09 | 1.921 | 60,27 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.238 | 156 | ||||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 11.589 | 9,18 | 808 | 13,32 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 3.436 | -84,05 | 240 | -83,49 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 9.547 | 0,00 | 666 | 3,74 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 12.236 | -4,69 | 853 | -1,04 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 10.841 | 48,12 | 756 | 53,97 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 3.508 | 245 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 9.953 | 51,68 | 694 | 57,37 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 31.383 | -20,96 | 2.189 | -17,99 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 361.398 | -0,39 | 25.207 | 3,36 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 24.734 | 5,10 | 1.725 | 9,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 77.654.854 | 1,81 | 5.416.426 | 5,64 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 584.263 | -4,27 | 40.752 | -0,67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 166.397 | 6,15 | 11.606 | 10,15 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 125.774 | -6,78 | 8.773 | -3,27 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 9.066 | 632 | ||||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 3.410 | -10,99 | 238 | -7,78 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 369.821 | 12,58 | 26 | 13,64 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 168.454 | -4,63 | 11.750 | -1,04 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 165.905 | 11.572 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 448.274 | -6,79 | 31.267 | -3,28 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 3.562 | -1,74 | 248 | 2,06 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 15.012 | 7,96 | 1.047 | 12,10 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 4.631 | 0,00 | 323 | 3,86 | ||||
| 2026-05-11 | 13F | Commerce Bank | 784.033 | 26,72 | 54.686 | 31,49 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 692 | -85,88 | 48 | -85,41 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 32.662 | -1,45 | 2.278 | 2,29 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.409.584 | 9,58 | 98.318 | 13,70 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1.515 | 0,00 | 106 | 3,96 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 13.113 | 14,73 | 915 | 19,01 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 33.312 | -1,79 | 2.324 | 1,93 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 205 | 0,00 | 14 | 7,69 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 6.317 | 0,00 | 441 | 3,77 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 623.399 | -22,44 | 43.482 | -19,52 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 157 | 0,00 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 879 | 0,00 | 61 | 3,39 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.072 | 75 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 13.677 | 82,48 | 954 | 89,46 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 155.412 | 20,00 | 10.840 | 24,53 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 65.304 | 407,77 | 4.559 | 427,55 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 3.927 | 274 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 103.225 | 51,69 | 7.200 | 57,39 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 15.667 | 0,28 | 1.093 | 4,00 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 5.569 | 388 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.557 | 10,67 | 248 | 14,81 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 61.371 | -24,96 | 4.281 | -22,14 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 10 | 11,11 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.357.051 | 3,89 | 95 | 8,05 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 92.545 | 2,95 | 6.455 | 6,82 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 910.905 | -7,38 | 63.536 | -3,89 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 56.019 | 0,03 | 3.907 | 3,80 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 11.740 | 10,46 | 819 | 14,57 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 4.842 | -5,23 | 338 | -1,75 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6.376 | -16,30 | 445 | -13,28 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 64.116 | -2,60 | 4.472 | 1,06 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.221 | -0,92 | 418 | -0,95 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 7.364 | 0,00 | 514 | 3,64 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 4.293 | 0,00 | 299 | 3,82 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3.552 | 248 | ||||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 749 | 0,00 | 52 | 4,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 37.379 | 405,05 | 2.627 | 428,57 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | EFG International AG | 28.997 | 2.023 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 46.166 | -1,01 | 3.220 | 2,71 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 18.959 | 3,99 | 1.322 | 7,92 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 25.217 | -51,58 | 1.365 | 45.400,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65.098 | 40,43 | 4.541 | 48,61 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 45.716 | 3.189 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.060.953 | 25,62 | 74.002 | 30,35 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 49 | 0,00 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 6.885 | 18,73 | 463 | 19,02 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 65.048 | -7,60 | 4.537 | -4,12 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.327 | 2,31 | 93 | 5,75 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.195 | 0,00 | 92 | 6,98 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 9.007 | 10,65 | 628 | 14,81 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 3.547 | 0,00 | 247 | 3,78 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 5.013 | -9,28 | 350 | -5,93 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 90.904 | -32,58 | 6.341 | -30,05 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 12.943 | 0,00 | 903 | 3,68 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 20.057.125 | 8,02 | 1.361.822 | 9,10 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.003.455 | 0,10 | 135.925 | 1,05 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 9.882 | -90,98 | 689 | -90,64 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 6.828 | 0,00 | 476 | 3,93 | ||||
| 2026-05-07 | 13F | First National Trust Co | 181.906 | 422,67 | 12.688 | 442,41 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berkshire Bank | 79.807 | 15,31 | 5.567 | 19,65 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 48.162 | -2,11 | 3.609 | -2,83 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 143 | -94,95 | 10 | -95,26 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 13.647 | 0,00 | 952 | 3,71 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 10.528 | 734 | ||||||
| 2026-01-15 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.055 | -0,09 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 24.808 | 9,25 | 1.730 | 13,37 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 46.301 | 363,33 | 3.229 | 381,22 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 3.244 | 226 | ||||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 3.035 | -22,79 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.713 | 2,09 | 119 | 6,25 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 4.000 | 279 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 12.669 | -8,05 | 884 | -4,64 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 41.687 | -0,96 | 2.908 | 2,76 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 670 | -40,97 | 47 | -39,47 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 11.690 | -0,86 | 815 | 2,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.521 | 24,59 | 664 | 29,43 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 205.488 | -0,10 | 14.333 | 3,66 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 251 | 0,00 | 18 | 6,25 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 47.861 | -9,76 | 3.338 | -6,37 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 198.992 | 2.268,67 | 13.880 | 2.360,82 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 4.570 | 319 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 14.716 | 19,24 | 1.026 | 26,20 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 37.629 | 18,67 | 2.625 | 23,13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 22.401 | -1,12 | 1.562 | 3,79 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 9.204 | 14,46 | 642 | 16,97 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 105.234 | -21,47 | 7.340 | -18,51 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 5.040 | -30,31 | 352 | -27,78 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4.951 | 2,25 | 345 | 6,15 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 49.536 | 62,48 | 3.455 | 68,62 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 3.405 | 11,97 | 238 | 16,18 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 15.014 | -11,28 | 1.178 | 3,61 | ||||
| 2026-05-26 | 13F | Peak Planning Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 3.886 | 17,12 | 271 | 21,52 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 2.922 | 204 | ||||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 2.628 | 0,00 | 183 | 3,98 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 153.917 | -1,82 | 10.736 | 1,88 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 454 | 0,00 | 32 | 3,33 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.657 | -0,52 | 185 | 3,35 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 159 | 11 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 76.367 | 5.327 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 269 | 0,00 | 19 | 5,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 125.776 | 182,13 | 8.773 | 192,79 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 63.610 | 0,39 | 4.437 | 4,16 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 51.578 | 56,29 | 3.582 | 61,38 | ||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 497.980 | 18,88 | 35 | 21,43 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1.028.156 | 4,12 | 71.714 | 8,03 | ||||
| 2026-04-24 | 13F | United Community Bank | 963 | 0,00 | 67 | 4,69 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 61.572 | -3,78 | 4.295 | -0,16 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 471 | -5,23 | 33 | -3,03 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 356.152 | -8,66 | 24.842 | -5,22 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 16.688 | 0,00 | 1.164 | 3,75 | ||||
| 2026-05-06 | 13F | CNB Bank | 261 | 0,00 | 18 | 5,88 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 109.429 | -0,35 | 7.633 | 3,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 489.467 | 62,55 | 32.902 | 65,76 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 230.152 | 1,77 | 16.053 | 5,60 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 3.145 | 0,00 | 219 | 0,92 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 5.286 | 19,32 | 369 | 23,91 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 113.515 | -5,45 | 7.918 | -1,90 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 579.438 | 2,97 | 40.416 | 6,84 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 40.264 | 0,00 | 2.808 | 3,77 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 277.958 | 30,24 | 19.388 | 35,14 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.397 | 0,00 | 104 | 0,00 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 297.448 | 2,17 | 20.733 | 5,98 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 7.332 | 62,57 | 511 | 68,65 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 200.839 | -5,19 | 14.009 | -1,62 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 11.278 | -2,58 | 787 | 1,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 15.335 | 1.070 | ||||||
| 2026-05-08 | 13F | Aviso Wealth Management | 5.068 | 0,00 | 353 | 3,82 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 647.368 | 100,00 | 42.532 | 100,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.040.370 | 1,67 | 73 | 5,88 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 183 | 0,00 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 1.313 | 92 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 57.342 | -6,55 | 4.000 | -3,03 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 17.006 | -49,14 | 1.186 | -47,22 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 3.191 | -6,83 | 223 | -3,48 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7.483 | -7,00 | 522 | -3,52 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 20.887 | 1.457 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 504 | 278,95 | 35 | 337,50 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 1.636.819 | 53,10 | 114.168 | 58,86 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.778 | 124 | ||||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 21.453 | 0,00 | 1.496 | 3,74 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4.007 | 0,00 | 279 | 3,72 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 16.054 | -36,16 | 1.120 | -33,75 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 8.750 | 610 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 10.822 | 3,34 | 755 | 7,25 | ||||
| 2026-05-13 | 13F | Summitas Investment Management LLC | 76.961 | -32,00 | 5.368 | -29,43 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 15.109 | 1,62 | 1.054 | 5,41 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 16.259 | -1,38 | 1.134 | 2,35 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 28.991 | -4,45 | 2.022 | -0,83 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 612.121 | -1,63 | 42.695 | 2,08 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 150.782 | 9,51 | 10.517 | 13,53 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 35.650 | 1,84 | 2.487 | 5,65 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 318 | 0,00 | 19 | 0,00 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 133.579 | 28,98 | 9.317 | 33,85 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.642.001 | -22,96 | 114.530 | -20,06 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 9.424 | 0,00 | 657 | 3,79 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 22.882 | -1,47 | 1.596 | 2,24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14.873 | -19,36 | 1.037 | -16,30 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.402 | 5,41 | 94 | 8,05 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 7.123 | -83,67 | 497 | -83,08 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 28.784 | 66,19 | 2.316 | 98,88 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 27.237 | -5,78 | 1.900 | -2,26 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 13.157 | -2,07 | 918 | 1,55 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 66.539 | 15,07 | 4.641 | 19,40 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 8.126 | -2,30 | 567 | 1,25 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 612 | 0,00 | 43 | 2,44 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 172.854 | 45,39 | 12 | 71,43 | ||||
| 2026-05-11 | 13F | Haverford Financial Services, Inc. | 10.840 | 0,00 | 756 | 3,85 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 50.945 | 8,46 | 3.553 | 12,54 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 19.299 | 2,97 | 1.346 | 6,91 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 9.335 | 1,21 | 651 | 5,17 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 156.103 | -1,07 | 10.888 | 2,66 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 120.588 | 8.411 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 20.781 | 13,53 | 1.449 | 17,80 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 83 | -1,19 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3.219 | 0,00 | 225 | 3,70 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 4.070 | 4,25 | 284 | 8,02 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 608 | 0,00 | 42 | 5,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 161.062 | 4,55 | 11.234 | 8,50 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 5.032 | 1,82 | 351 | 5,42 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 68.541 | 2,46 | 4.781 | 6,32 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 200.011 | 1,71 | 13.951 | 5,54 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 844 | 0,72 | 59 | 3,57 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 44.423 | -5,90 | 3.098 | -2,36 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 14.314 | 28,53 | 998 | 33,42 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10.996 | 138,73 | 767 | 147,90 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.120.958 | -3,97 | 78.187 | -0,35 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 251.369 | 17.530 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 26.425 | 0,22 | 1.843 | 4,01 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 30.012 | 2.093 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 12.892 | 13,17 | 899 | 17,52 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 6.367 | 0,00 | 444 | 3,98 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 27.049 | 24,99 | 1.887 | 29,71 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12.999 | -95,92 | 907 | -95,78 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 100.652 | -2,54 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 257.050 | -0,94 | 17.929 | 2,79 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 674 | 0,00 | 47 | 4,44 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 20.713 | 1.445 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.685.804 | 21,27 | 117.585 | 25,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.296.578 | -24,60 | 90.436 | -21,76 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1.291 | 5,22 | 0 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.851.640 | -5,53 | 129.152 | -1,98 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 22 | -88,48 | 2 | -91,67 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 39.872 | 2,03 | 2.781 | 5,90 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8.100 | -5,27 | 565 | -1,57 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1.246 | 87 | ||||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7.363 | 0,00 | 514 | 3,85 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 93.165 | -0,30 | 6.498 | 3,45 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 2.266 | 525,97 | 158 | 554,17 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 49.048 | 0,70 | 3.421 | 4,49 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 43.537 | 3.037 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 60.398 | 30,41 | 4.060 | 32,95 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 10.175 | -16,60 | 710 | -13,54 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 53.511 | 24,45 | 3.732 | 29,13 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 91.912 | 68,09 | 6.411 | 74,42 | ||||
| 2026-05-14 | 13F | Bank of Marin | 12.608 | 17,89 | 879 | 22,42 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 603.973 | -0,94 | 42.127 | 2,79 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 4.382 | 1,84 | 306 | 5,54 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 17.453 | -21,50 | 1.217 | -18,54 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 508 | 0,00 | 35 | 2,94 | ||||
| 2026-04-08 | 13F | KWB Wealth | 404.985 | -1,32 | 27.223 | -1,32 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19.486 | -51,07 | 1.359 | -49,23 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 144.577 | 8,39 | 10.084 | 12,47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 21.149 | -9,21 | 1.475 | -5,75 | ||||
| 2026-05-11 | 13F | Ogorek Anthony Joseph /ny/ /adv | 67 | -1,47 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 372 | 0,00 | 26 | 0,00 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 35.585 | 11,95 | 2.482 | 16,20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 219.869.621 | 26,92 | 15.335.906 | 31,70 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 148.001 | -1,90 | 12.144 | 19,74 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 289 | 0,00 | 20 | 5,26 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 3.999 | -5,17 | 279 | -1,77 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 28.469 | 14,00 | 2.191 | 30,57 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 50.621.591 | 2,45 | 3.530.856 | 6,30 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 295.192 | -9,84 | 20.590 | -14,64 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 11.176 | 0,00 | 780 | 3,73 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 126.259.202 | 22,83 | 8.806.579 | 27,45 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 9.053 | -7,74 | 631 | -4,25 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 9.216 | -11,52 | 643 | -8,29 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 89.447 | 0,91 | 6.239 | 4,70 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 25.689 | 7,82 | 1.792 | 179.000,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 14.199 | 93,37 | 990 | 100,81 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.946.368 | 11,47 | 275.260 | 15,67 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 42.357 | 7,10 | 2.954 | 11,14 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 428 | 448,72 | 30 | 480,00 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 571 | 0,00 | 0 | |||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 12.975 | -9,70 | 905 | -6,22 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1.117.367 | -3,13 | 77.936 | 0,51 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 762 | -24,48 | 53 | -20,90 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 6.221 | -2,95 | 434 | 0,70 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 38.169 | 12,24 | 2.662 | 16,50 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 41.788 | 54,33 | 2.915 | 60,11 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 64.414 | 433,85 | 4.493 | 453,88 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 85.757 | 14,79 | 5.982 | 19,12 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 328 | 0,00 | 23 | 0,00 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12.766 | 57,12 | 890 | 63,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 17.435 | 1,59 | 1.216 | 5,46 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 24.330 | 11,93 | 1.697 | 16,15 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 5.854 | 5,78 | 408 | 9,68 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6.785 | 61,09 | 473 | 67,14 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 10.568 | -0,17 | 737 | -0,54 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 12.180 | 3,43 | 850 | 7,33 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 465 | 1.034,15 | 32 | 1.500,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 323.589 | 4,86 | 22.570 | 8,81 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 44.928 | -59,29 | 3.134 | -57,76 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 19.820 | -6,71 | 1.382 | -3,22 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 127.621 | 8.902 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 25.043 | 9,42 | 1.747 | 13,52 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 120.852 | 269,00 | 8.426 | 282,78 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Quent Capital, LLC | 896.948 | 1,76 | 62.562 | 5,59 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 114.429 | -6,36 | 7.981 | -2,82 | ||||
| 2026-05-15 | 13F | Axa S.a. | 154.400 | 0,00 | 10.769 | 3,77 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 608.004 | -23,54 | 42 | -20,75 | ||||
| 2026-05-14 | 13F | De Burlo Group Inc | 125.950 | -71,42 | 8.785 | -70,34 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 180 | 0,00 | 13 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 111.575 | 4,67 | 7.782 | 8,61 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 3.384 | 0,00 | 236 | 3,96 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 5.586 | -59,58 | 375 | -58,84 |
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