Basisstatistiken
| Institutionelle Eigentümer | 780 total, 780 long only, 0 short only, 0 long/short - change of 4,00% MRQ |
| Durchschnittliche Portfolioallokation | 0.6566 % - change of -6,35% MRQ |
| Institutionelle Aktien (Long) | 136.813.959 (ex 13D/G) - change of 13,49MM shares 24,66% MRQ |
| Institutioneller Wert (Long) | $ 11.778.474 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) hat 780 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 136,813,959 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Hamilton Capital, LLC, Ameriprise Financial Inc, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Cetera Investment Advisers .
WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (BMV:DGRW) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 4.400 | 0,00 | 386 | -1,78 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 32.834 | 7,05 | 2.884 | 5,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4.400 | 386 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 266 | 0,00 | 23 | 0,00 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 37.808 | 0,91 | 3.321 | -0,87 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 55.581 | -0,04 | 4.882 | -1,81 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 18.815 | -13,71 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 15.243 | -21,73 | 1.339 | -23,15 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | MBA Advisors LLC | 117.076 | 4,96 | 10.284 | 3,09 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 11.409 | -6,83 | 1.002 | -8,49 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 29.371 | 0,00 | 2.580 | -1,79 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 16.162 | -13,50 | 1.420 | -15,03 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 60.202 | -0,61 | 5.288 | -1,98 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 31.159 | -2,73 | 2.911 | -1,29 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 174.355 | 0,57 | 15.315 | -1,22 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.849 | 0,00 | 250 | -1,57 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.777 | -2,08 | 595 | -3,72 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 2.893 | 0,00 | 254 | -1,55 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.958 | 0,00 | 260 | -1,89 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 4.928 | -0,10 | 433 | -2,04 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.507.750 | -6,85 | 132.442 | -8,50 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 287.570 | 0,88 | 25 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 142 | 0,00 | 13 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.363 | 1.086 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.000 | 56,99 | 93 | 66,07 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 37.481 | 10,89 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 12.579 | -5,25 | 1.105 | -6,99 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 22.161 | 0,05 | 1.947 | -1,87 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 17.751 | 5,15 | 1.559 | 3,31 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 3.067 | 19,71 | 269 | 17,47 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 571 | 0,00 | 50 | -3,85 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.326 | 41,17 | 293 | 39,05 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 663.745 | 0,29 | 58.303 | -1,49 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.290 | 10,74 | 289 | 8,68 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.293 | 553 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 483 | 0,00 | 42 | -2,33 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 603 | -9,60 | 53 | -11,86 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 43.497 | 0,16 | 3.821 | -1,62 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 6.000 | 0,00 | 527 | -1,68 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.313 | -1,84 | 397 | -1,00 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.524 | 0,81 | 1 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 115.736 | -0,50 | 10.166 | -2,27 | ||||
| 2026-04-10 | 13F | Ipswich Investment Management Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Element Wealth, LLC | 10.615 | 8,05 | 932 | 6,15 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9.673 | 0,03 | 850 | -1,74 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 8.737 | 0,25 | 767 | -1,54 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 177.659 | 1,06 | 15.606 | -0,73 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 121.030 | -1,22 | 10.631 | -2,98 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 308 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 20.369 | -0,23 | 1.789 | -1,97 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 5.031 | 0,00 | 442 | -1,78 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 91.948 | -5,25 | 8.077 | -6,94 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 606.427 | -3,68 | 53.269 | -4,90 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 31.130 | 11,83 | 2.734 | 9,84 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 60.929 | 4,13 | 5.449 | 4,67 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 10.814 | -2,41 | 950 | -4,14 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 20.487 | 1,17 | 1.800 | -0,66 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 49.145 | 14,34 | 4.317 | 12,31 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 5.818 | -34,78 | 511 | -35,88 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 157.328 | -28,87 | 13.820 | -30,14 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 18.482 | -2,47 | 1.737 | 0,93 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.392 | 0,00 | 386 | -1,79 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 3.757 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 84.112 | 4,04 | 7.388 | 2,19 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 514 | 45 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.407.611 | -0,84 | 123.644 | -2,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 50.044 | 8,40 | 4.396 | 6,47 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 366.729 | -4,40 | 32.213 | -6,10 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 28.171 | 5,47 | 2.475 | 3,60 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.626 | -41,92 | 241 | -40,35 | ||||
| 2026-04-24 | 13F | Deltec Asset Management Llc | 6.300 | 0,00 | 553 | -1,78 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 600 | -16,32 | 53 | -18,75 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.245 | 7,38 | 1.163 | 5,44 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 4.368 | -38,77 | 384 | -39,97 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 105.557 | -12,08 | 9.272 | -13,64 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 100.871 | 3,91 | 8.860 | 2,06 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.864 | -4,70 | 691 | -6,38 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 226 | 0,00 | 20 | -5,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.527.081 | -5,67 | 1.012.539 | -7,34 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.569 | -65,96 | 226 | -66,62 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 871 | -1,47 | 77 | -3,80 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 10.900 | 0,00 | 957 | -1,75 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 32.817 | 4,30 | 2.883 | 2,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 63.186 | 7,69 | 5.550 | 5,77 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.950 | 1,01 | 962 | -0,83 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 351.189 | -4,35 | 31.407 | -3,84 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10.600 | 0,03 | 931 | -1,69 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.289 | -23,39 | 201 | -24,72 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 125 | 11 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 322.088 | 4,04 | 28.373 | 2,49 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10.262 | 5,99 | 901 | 4,16 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 317.691 | -4,52 | 28 | -6,90 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.770 | 883,33 | 155 | 868,75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 89.101 | -14,13 | 7.827 | -15,66 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.430 | 301 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 72.162 | 0,45 | 6.339 | -1,34 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 5.416 | 0,00 | 509 | 4,96 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 10.712 | 4,74 | 941 | 2,84 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 123.167 | 0,76 | 10.819 | -1,04 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.227 | -35,95 | 635 | -37,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 2.410 | -21,75 | 212 | -23,27 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.159 | -1,16 | 365 | -2,93 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 23.774 | -8,76 | 2.088 | -10,39 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 3.536 | -73,22 | 311 | -73,73 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 104.243 | -19,80 | 9.157 | -21,23 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 47.007 | 1,78 | 4.267 | 3,32 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 664.879 | 13.651,38 | 58.403 | 13.418,98 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.704.650 | -1,80 | 1.028.136 | -3,55 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8.767 | 0,00 | 770 | -1,79 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 27.121 | -44,22 | 2.382 | -45,20 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 12.483 | -23,86 | 1.097 | -25,24 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.594 | -62,94 | 316 | -63,67 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.600 | 492 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.906 | -55,74 | 343 | -56,53 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 375.339 | 7,49 | 32.970 | 5,58 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 23.954 | 0,00 | 2.104 | -1,77 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 234.126 | 1,98 | 20.566 | 0,17 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7.790 | 0,00 | 684 | -1,72 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.584 | 0,86 | 227 | -1,31 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 102 | 0,00 | 9 | -11,11 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 44.739 | 1,10 | 3.930 | -0,71 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 4.573 | 11,73 | 401 | 9,86 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 28.880 | -25,20 | 2.537 | -22,28 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2.281 | -30,39 | 200 | -31,74 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 21.774 | 0,13 | 2.044 | 1,44 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 11.063 | -8,11 | 972 | -9,76 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 6.004 | -10,05 | 527 | -11,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 114.560 | -14,15 | 10.063 | -15,68 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 3.035 | 0,00 | 267 | -1,85 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.174 | 2,04 | 2.738 | 0,22 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23.634 | -22,99 | 2.076 | -24,38 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.700 | 0,30 | 237 | -1,25 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 522.039 | 12,74 | 45.856 | 10,73 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.380 | -3,31 | 385 | -5,19 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 44.415 | 4,26 | 3.901 | 2,42 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20.861 | 0,07 | 1.962 | 3,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32.239 | 1,62 | 2.832 | -0,21 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 100 | 0,00 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 7.146 | -4,55 | 628 | -6,28 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 2.401 | 0,00 | 211 | -1,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | FreeGulliver LLC | 5.939 | 522 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.405 | -3,08 | 387 | -4,93 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 2.307 | 0,00 | 203 | -1,94 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 156.981 | -0,25 | 14.202 | -0,39 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-20 | 13F | White Pine Investment CO | 74.032 | 3,04 | 7 | 0,00 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 2.793 | 245 | ||||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 21.147 | 3,40 | 1.858 | 1,53 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 84.537 | 0,39 | 7.426 | -1,39 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.523 | 0,00 | 222 | -1,78 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 15.803 | 287,23 | 1.388 | 281,32 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 874.519 | 0,22 | 79.389 | 1,74 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 64.897 | 6.167 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16.350 | 41,63 | 1.436 | 39,15 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.575 | -2,65 | 490 | -4,49 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23.465 | -1,63 | 2.061 | -3,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.983 | 0,00 | 526 | -1,87 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 413 | 0,00 | 36 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 44.644 | -0,60 | 3.921 | -2,37 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.277 | 288 | ||||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 12.581 | -4,55 | 1.105 | -6,20 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 4.031 | 354 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5.651 | -0,62 | 496 | -2,36 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12.612 | -5,11 | 1.108 | -6,82 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 6.666 | 13,52 | 586 | 11,43 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 3.646 | 0,00 | 320 | -1,84 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 158.400 | 4,41 | 13.914 | 2,55 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 150 | 0,00 | 13 | 0,00 | ||||
| 2026-01-12 | 13F | Horizon Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 527.285 | -2,18 | 46.317 | 96.391,67 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 4.595 | 0,00 | 404 | -1,71 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 2.860 | -11,76 | 251 | -13,15 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 29 | 3 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.097 | -2,62 | 448 | -4,49 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 4.305 | 6,53 | 378 | 4,71 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 9.188 | 0,01 | 807 | -1,71 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 19.728 | -9,15 | 1.733 | -10,77 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 610 | -85,54 | 54 | -85,94 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 5.137 | -0,54 | 477 | 3,25 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 49.986 | -20,19 | 4.391 | -21,62 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5.413 | -7,80 | 475 | -9,52 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.832.094 | -1,29 | 248.772 | -3,04 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 23.530 | -27,33 | 2.067 | -28,64 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 226.430 | -13,79 | 19.890 | -15,33 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 13.884 | 0,00 | 1.220 | -1,77 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 2.850 | 0,00 | 250 | -1,57 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 30.386 | 0,00 | 2.669 | -1,77 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 18.668 | -10,61 | 1.640 | -12,21 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.024 | -2,89 | 881 | -4,66 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 89.773 | 0,32 | 7.886 | -1,46 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 146.342 | 2,75 | 12.855 | 0,93 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 133.853 | -0,51 | 11.758 | -2,28 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 398.649 | 4,33 | 35.017 | 2,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.837 | 3,64 | 425 | 1,68 | ||||
| 2026-04-23 | 13F | Capital Management Corp /va | 2.430 | -10,00 | 213 | -11,62 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 85.737 | 7.530 | ||||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 9.491 | 43,24 | 834 | 40,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.440.502 | 0,78 | 302.214 | -1,01 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 19.319 | -22,18 | 1.697 | -23,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.706 | 0,00 | 150 | -1,97 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.499 | 132 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 76.325 | 2,90 | 6.704 | 1,07 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 14.199 | 0,00 | 1.247 | -1,73 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 237.640 | 737,32 | 20.874 | 722,46 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 485 | 0,21 | 43 | -2,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.824 | 186,02 | 1.741 | 181,26 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 50.634 | -11,02 | 4.448 | -12,62 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 73.545 | -29,08 | 6.460 | -30,34 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 186.058 | -0,13 | 16.343 | -1,90 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.121 | 6,12 | 713 | 4,24 | ||||
| 2026-05-08 | 13F | Somerville Kurt F | 4.250 | 0,00 | 373 | -1,84 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 507.774 | -2,95 | 44.603 | -7,46 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.811 | 356 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.109 | -31,24 | 361 | -32,58 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 3.872 | 0,00 | 340 | -1,73 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.947 | -3,31 | 786 | -5,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 657.804 | 3,52 | 56.341 | -0,86 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 49.501 | -1,28 | 4.348 | -3,03 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2.303 | 202 | ||||||
| 2026-05-06 | 13F | CNB Bank | 1.563 | 0,00 | 137 | -1,44 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 56.212 | 4,96 | 4.938 | 3,09 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 87 | 0,00 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.652 | 0,20 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 64.192 | -23,99 | 5.641 | -25,33 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 969 | -4,34 | 85 | -5,56 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.030.545 | -5,32 | 92.162 | 95.901,04 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 390.211 | -1,41 | 36.454 | 1,33 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 7.057 | -4,88 | 620 | -6,64 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 81.600 | -1,74 | 7.168 | -3,50 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.345 | -1,94 | 997 | -3,68 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.857 | -1,75 | 163 | -3,55 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.072 | 0,02 | 358 | -1,92 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.384 | 0,18 | 385 | -1,53 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 47.268 | -2,69 | 4.152 | -4,42 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.368 | 384 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 6.101 | 11,64 | 536 | 9,63 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 241.906 | 7,39 | 21.249 | 5,48 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 53.555 | -30,00 | 4.704 | -33,22 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 10.616 | -19,56 | 933 | -21,02 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 23.907 | 0,26 | 2.100 | -1,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 358.819 | 8,07 | 30.787 | 3,69 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 6.147 | -0,79 | 540 | -2,71 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4.602 | -43,59 | 404 | -44,58 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3.796 | 0,00 | 333 | -1,77 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 2.543 | 0,00 | 223 | -1,76 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 440 | 0,00 | 39 | -2,56 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 5.437 | 478 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 16.836 | 0,18 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1.026.457 | 3,58 | 90.164 | 1,74 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 2.375 | -4,70 | 209 | -6,31 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 7.384 | -5,26 | 685 | -3,79 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 44.252 | 9,33 | 3.887 | 7,41 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4.950 | -18,95 | 435 | -20,51 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.333 | -9,19 | 205 | -10,92 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 268 | 0,00 | 24 | 0,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 119.404 | 3,10 | 10.488 | 1,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 219.348 | 0,76 | 19.268 | -1,03 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 5.831 | -21,14 | 512 | -22,54 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 8.673 | -9,36 | 762 | -10,99 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 8.495 | 0,00 | 760 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 614.688 | -24,07 | 54.972 | -24,07 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12.107 | 0,43 | 1.063 | -1,39 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 106.321 | 4,32 | 9.339 | 2,47 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 513.030 | -8,31 | 45.065 | -9,94 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 8.131 | -39,09 | 714 | -40,15 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 53.134 | 8,38 | 4.667 | 6,46 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 4.536 | 0,00 | 398 | -1,73 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.433 | 168,59 | 3.639 | 163,89 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 108.637 | -3,04 | 9.543 | -4,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3.212 | 282 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.275 | 0,00 | 112 | -1,75 | ||||
| 2026-05-07 | 13F | Taiyo Life Insurance Co | 390.000 | -25,71 | 34 | -26,09 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36.823 | 55,97 | 3.235 | 53,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.590 | 3,91 | 842 | 2,06 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 509.821 | 0,09 | 44.783 | -1,69 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 21.779 | 0,00 | 1.913 | -1,75 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 220.333 | 3,99 | 19.354 | 2,15 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 5.402 | 0,00 | 475 | -1,86 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 12.421 | -30,80 | 1.111 | -30,45 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 15.962 | -3,59 | 1.367 | -8,26 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.276 | 1,71 | 376 | 0,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.075 | 0,00 | 358 | -1,92 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4.232 | 372 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 269.078 | -9,39 | 23.636 | -11,00 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 381 | 0,00 | 33 | -2,94 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 9.225 | 0,00 | 810 | -1,70 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 595 | 0,00 | 52 | -1,89 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 20.492 | 7,37 | 1.800 | 5,45 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 20.080 | 4,33 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 16.689 | 17,64 | 1.466 | 15,54 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 11.815 | -1,39 | 1.038 | -3,17 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.302 | 6,18 | 554 | 4,93 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 3.472 | 305 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 6.391 | 0,00 | 561 | -1,75 | ||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 14.870 | -6,12 | 1.306 | -7,77 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 226 | 0,89 | 20 | -5,00 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.266 | 0,00 | 111 | -1,77 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 19.674 | -14,52 | 1.728 | -16,03 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 23.966 | 0,00 | 2.143 | 0,00 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 15.138 | 0,00 | 1.330 | -1,77 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 53.023 | -8,75 | 4.658 | -10,37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 277.773 | 24,09 | 24.400 | 21,89 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 4.800 | 0,00 | 422 | -1,86 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 36.760 | -7,74 | 3.229 | -9,40 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 158 | 14 | ||||||
| 2026-04-13 | 13F | Trust Co | 158 | 444,83 | 14 | 550,00 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6.904 | -1,60 | 606 | -3,35 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5.009 | -42,43 | 440 | -43,57 | ||||
| 2026-05-15 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 18.434 | 5,36 | 1.472 | -5,88 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.010 | 81,98 | 89 | 79,59 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 114.118 | 1,98 | 10.024 | 0,17 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 7.613 | -2,48 | 669 | -4,30 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.611 | 15,86 | 2.513 | 13,81 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.504 | 0,00 | 220 | -1,79 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.789 | -2,46 | 518 | -1,90 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.428 | 5,81 | 653 | 3,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 702 | -6,02 | 62 | -7,58 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 5.485 | -6,40 | 482 | -8,21 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 197.760 | 1,60 | 17.686 | 2,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25.651 | 1,39 | 2.253 | -0,40 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.570 | 0,00 | 138 | -2,14 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 533.930 | 1,15 | 47 | -2,13 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 46.910 | -3,25 | 4.121 | -4,98 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 145.669 | 0,55 | 12.796 | -1,24 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 118 | 0,00 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 4.845 | -7,98 | 426 | -9,57 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.393 | 122 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 28.262 | -1,09 | 2.483 | -2,86 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 96 | -10,28 | 8 | -11,11 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 567 | -73,32 | 50 | -74,21 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 203.008 | 5,17 | 17.832 | 3,29 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8.442 | 12,16 | 742 | 10,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 10.264 | 0,01 | 902 | -1,74 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2.072 | -28,67 | 182 | -29,73 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 5.129 | 0,00 | 451 | -1,75 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 48.627 | -3,60 | 4.271 | -5,32 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 739 | 291,01 | 65 | 306,25 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 1.300 | 0,00 | 114 | -1,72 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 9.232 | -74,77 | 811 | -75,24 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.371 | 0,00 | 120 | -1,64 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 747 | 0,00 | 66 | -1,52 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 17.071 | 1,78 | 1.500 | 0,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 70.172 | 2,28 | 6.164 | 0,46 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 3.789 | -28,76 | 333 | -30,11 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 56.400 | -13,25 | 4.954 | -14,79 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 13.871 | -0,28 | 1.218 | -2,01 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 2.700 | 0,00 | 237 | -1,66 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 13.330 | -0,87 | 1.171 | -2,66 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 88.125 | 14,38 | 7.741 | 12,34 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 21.468 | 1,02 | 1.886 | -0,79 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 17.423 | 0,00 | 1.530 | -1,80 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.946 | -10,32 | 259 | -11,95 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 75.772 | -38,42 | 6.656 | -39,52 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 26.473 | 0,00 | 2.368 | 0,00 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 266.242 | 23.387 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 537 | 50,42 | 0 | |||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 3.518 | 0,00 | 309 | -1,59 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 27.477 | -2,04 | 2.414 | -3,79 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 89.988 | 4,55 | 7.914 | 2,81 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 716.773 | -41,53 | 63.119 | -43,18 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.672 | 147 | ||||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 4.192 | -13,08 | 368 | -14,62 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.162 | -30,55 | 462 | -30,26 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.149.149 | 5,95 | 100.941 | 4,06 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 10.342 | 0,00 | 908 | -1,73 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 400 | 0,00 | 35 | 0,00 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1.286 | 345 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 940.629 | 1,55 | 82.625 | -0,25 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17.831 | 106,59 | 2 | |||||
| 2026-05-07 | 13F | First National Trust Co | 48.687 | -12,44 | 4.277 | -14,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 16.881 | 1,88 | 1.483 | 0,07 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.481 | 0,00 | 222 | 0,45 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 165.524 | 2,01 | 14.540 | 0,20 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 1.340 | -91,64 | 118 | -91,84 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 135.309 | 2,65 | 11.886 | 0,82 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3.613 | 37,74 | 323 | 38,63 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 2.412 | 3,83 | 212 | 1,44 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 4.838 | 0,27 | 425 | -1,39 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 510.077 | -0,95 | 44.805 | -2,71 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 56.023 | -14,06 | 5.268 | -11,34 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 3.578 | 0,03 | 314 | -1,57 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.572 | -8,50 | 1.016 | -10,17 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4.900 | 430 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.322 | -10,28 | 731 | -11,82 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 4.266 | 0,35 | 375 | -5,32 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.296 | 0,00 | 114 | -1,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 121.807 | 18,86 | 10.700 | 16,75 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 56.263 | 14,29 | 4.942 | 12,27 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 328.365 | -1,80 | 28.844 | -3,54 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 5.822 | 0,00 | 511 | -1,73 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 5.080 | 0,00 | 446 | -1,76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 127.643 | 2,56 | 11.212 | 0,74 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 5.398 | -2,03 | 474 | -3,66 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.326 | 556 | ||||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5.291 | 12,77 | 465 | 10,74 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 97.143 | -22,09 | 9.248 | -17,07 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 42.419 | 2,40 | 3.726 | 0,59 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 751 | -53,93 | 66 | -55,17 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4.761 | 5,26 | 418 | 3,47 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2.743 | 0,15 | 241 | -3,61 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 11.445 | 90,24 | 1.075 | 99,81 | ||||
| 2026-02-10 | 13F | Future Fund LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 38.219 | -35,71 | 3.588 | -35,46 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 138 | 0,00 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 66.263 | -0,02 | 5.821 | -1,81 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 100.828 | 241,43 | 8.857 | 235,45 | ||||
| 2026-04-24 | 13F | United Community Bank | 7.849 | -0,63 | 689 | -2,41 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 8.318 | -91,39 | 731 | -91,55 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 41.771 | -0,49 | 3.669 | -2,24 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 3.272 | 287 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 86.701 | -2,96 | 7.616 | -4,68 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.895 | -10,72 | 606 | -12,32 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.469 | 217 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20.784 | 0,19 | 1.826 | -1,62 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 350 | 31 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 151.687 | -16,72 | 13.324 | -18,21 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 18.340 | 1,04 | 1.611 | -0,74 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 193.059 | 0,18 | 16.958 | -1,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 17.709 | 28,49 | 1.556 | 26,84 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 541 | 48 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.059 | -2,89 | 1.235 | -4,64 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 10.345 | 0,00 | 909 | -1,84 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 411.010 | -0,57 | 36.103 | -2,34 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.240 | 0,28 | 285 | -1,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 96.530 | -9,02 | ||||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 2.284 | 0,00 | 201 | -1,96 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 4.543 | 0,00 | 427 | 4,93 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.589.945 | 5,68 | 227.501 | 3,80 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 64.100 | 1,89 | 5.631 | 0,07 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 41.794 | -4,69 | 3.671 | -6,38 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 490.870 | 2,25 | 43.118 | 0,43 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 9.292 | 0,22 | 816 | -1,57 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.195 | 42,94 | 105 | 40,54 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 5.489 | -3,48 | 482 | -5,12 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 316 | 0,00 | 28 | -3,57 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 1.640 | -46,41 | 144 | -47,25 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 58.293 | 1,30 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 829.962 | 0,84 | 72.904 | -0,95 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 7.439 | -2,35 | 653 | -4,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 17.179 | -7,85 | 1.509 | -9,48 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.268 | 0,00 | 287 | -1,71 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 42.494 | -5,32 | 3.733 | -7,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23.537 | 0,03 | 2.067 | -1,76 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.042 | 0,18 | 619 | -1,59 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.988.724 | 5,60 | 789.570 | 3,72 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.617 | 406 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 294.509 | 15,37 | 25.870 | 13,32 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.246 | -0,80 | 201 | -0,50 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 63.806 | 1,58 | 5.605 | -0,23 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 14.550 | -4,11 | 1.278 | -5,75 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.371 | 1,92 | 560 | 0,18 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 8.080 | -4,04 | 710 | -5,84 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 31.678 | -18,77 | 2.782 | -20,22 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 3.290 | 289 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 39.373 | 5,78 | 3.459 | 3,91 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 296.463 | -0,66 | 26.041 | -2,43 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 65.585 | 39,98 | 5.761 | 37,49 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 57.493 | -1,93 | 5.142 | 9,83 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 17.546 | 0,04 | 1.541 | -1,72 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 37.227 | 30,71 | 3.270 | 28,35 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 20.935 | -5,55 | 1.839 | -7,27 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 10.991 | 12,52 | 1 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 242 | 0,00 | 21 | 0,00 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 26.399 | -7,58 | 2.319 | -9,24 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 250 | 0,00 | 22 | -4,55 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3.198 | 0,03 | 281 | -1,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 14.965 | 14,22 | 1.315 | 12,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 180.457 | -12,92 | 15.456 | -17,17 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 9.299 | -76,28 | 817 | -76,73 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 59.790 | -1,61 | 5.252 | -3,37 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 7.362 | 647 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.347 | 0,00 | 206 | -1,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.178 | 5,66 | 1.070 | 3,79 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 27.811 | -1,30 | 2.443 | -3,06 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 603.626 | -3,16 | 53.023 | -4,88 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 15.737 | -6,67 | 1.382 | -8,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 30.136 | -2,36 | 2.647 | -4,09 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 2.896 | 0,00 | 254 | -1,55 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 3.162 | 0,00 | 278 | -1,77 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 52.295 | 0,73 | 4.594 | -1,06 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.355 | 0,00 | 207 | -1,90 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 209.339 | -26,91 | 18.388 | -28,21 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 104.620 | -0,35 | 9.190 | -2,13 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 49.016 | 13,43 | 4.306 | 11,41 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 21.562 | -23,75 | 1.894 | -25,12 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 8.974 | 1,34 | 788 | -0,38 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 467 | 41 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 4.375 | 384 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 10.323 | -5,85 | 907 | -7,55 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 3.730 | -1,30 | 328 | -2,97 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 27.028 | -84,97 | 2.374 | -85,30 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 18.715 | 20,28 | 1.644 | 18,12 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 745 | 0,27 | 65 | -1,52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 11.696.187 | -4,97 | 1.027.393 | -6,66 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.157 | 277 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 45.541 | -16,30 | 4.027 | -17,24 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 39.955 | -1,24 | 3.510 | -2,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 9.112 | -0,14 | 1 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 89.238 | 106,67 | 7.832 | 102,90 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 106 | 19,10 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.906 | 112,52 | 519 | 108,87 | ||||
| 2026-05-05 | 13F | PFG Advisors | 14.782 | -32,16 | 1.298 | -33,37 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 760 | -69,65 | 67 | -70,40 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2.777 | 17,77 | 244 | 15,71 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.275 | 1,36 | 992 | -0,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 | 1 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.291 | 50,85 | 816 | 47,29 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 3.337 | 0,00 | 293 | -1,68 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 389.160 | -26,09 | 15.505 | -67,08 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 2.925 | 0,00 | 257 | -1,92 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3.798 | 0,18 | 334 | -1,77 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 5.117 | 0,00 | 449 | -1,75 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 7.544 | 16,67 | 663 | 14,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 96.363 | 3,51 | 8.465 | 1,67 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 34.774 | -54,95 | 3.055 | -55,76 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 9.390 | -22,52 | 827 | -23,73 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 13.862 | -3,74 | 1.218 | -5,44 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 14.218 | 6,20 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 2.278 | 0,00 | 200 | -1,48 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 73.818 | -9,91 | 6.484 | -11,51 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 115 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 232.570 | 1,91 | 20.429 | 0,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 135.254 | 5,40 | 11.881 | 3,53 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 12.812 | 0,25 | 1.125 | -1,49 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 4.236 | -81,72 | 372 | -82,04 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 207.969 | 5,35 | 18.268 | 3,48 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 4.911 | 0,29 | 431 | -1,37 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3.783 | -10,57 | 332 | -12,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 86.579 | 2,00 | 7.605 | 0,20 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.724 | 0,00 | 151 | -1,95 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.600 | -1,04 | 316 | -2,77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 70.737 | -5,15 | 6.214 | -6,84 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2.714 | 250 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 22.136 | 44,38 | 1.944 | 41,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.370 | 0,00 | 296 | -1,66 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3.332 | 0,00 | 293 | -1,68 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 30.979 | 6,08 | 2.721 | 4,21 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 497.887 | 3,02 | 43.734 | 1,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 94.746 | -10,27 | 8.324 | -11,86 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 44.150 | -61,69 | 3.878 | -62,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.386 | 2.318 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 27.828 | -1,07 | 2.444 | -2,82 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 2.483 | -24,21 | 218 | -25,34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.400 | 0,00 | 211 | -1,87 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.445 | 0,00 | 303 | -1,95 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 4.787 | -0,40 | 420 | -2,10 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.221 | 0,00 | 107 | -1,83 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 140.238 | 1,44 | 12.318 | -0,36 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 227.624 | -30,08 | 19.995 | -31,33 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2.443 | 0,00 | 215 | -1,83 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 64.346 | -20,13 | 5.388 | -25,21 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 6.168 | 160,80 | 70 | 169,23 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 770.424 | 0,50 | 67.674 | -1,28 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 170 | -11,46 | 15 | -17,65 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 7.088 | 0,00 | 623 | -1,74 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 520.236 | 27,91 | 46 | 25,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 9.627 | -4,87 | 846 | -6,63 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 4.726 | -7,89 | 415 | -9,39 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 3.362 | 25,92 | 295 | 23,95 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 568.241 | 23,71 | 49.914 | 21,51 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 568.471 | -7,80 | 49.934 | -9,44 | ||||
| 2026-04-23 | 13F | American National Bank | 787 | 0,00 | 69 | -1,43 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4.986 | 0,00 | 438 | -1,80 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 2.804 | 0,00 | 246 | -1,60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 2.567 | -48,30 | 0 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 14.450 | -9,30 | 1.269 | -10,88 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.798 | 88,45 | 421 | 85,46 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11.946 | 7,62 | 1.049 | 5,75 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 4.109 | -36,11 | 361 | -37,39 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 263.766 | -2,07 | 23.169 | -3,82 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 18.612 | -3,91 | 1.635 | -5,66 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.411 | 1,44 | 124 | -0,81 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 29.466 | 0,52 | 2.588 | -1,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 525 | 0,00 | 46 | 0,00 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 111.860 | 0,23 | 9.826 | -1,55 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.031 | -2,08 | 530 | -3,82 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 60.023 | 12,01 | 5.272 | 10,02 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 36.291 | -3,48 | 3.208 | -5,76 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 4.980 | 0,00 | 437 | -1,80 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 4.387 | 0,00 | 385 | -1,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 498.699 | -3,49 | 43.806 | -5,20 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 327.972 | 1,66 | 28.809 | -0,15 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 813.128 | -3,35 | 71.425 | -5,07 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 723.634 | -35,24 | 63.564 | -36,39 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2.393 | -93,73 | 210 | -93,85 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 363 | 0,00 | 32 | -3,12 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 409.789 | 5,60 | 35.996 | 3,72 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.027 | 0,00 | 90 | -1,10 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 112 | 1,82 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 23.601 | 2,01 | 2.073 | 0,19 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2.401 | 0 | ||||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 2.321 | 0,00 | 208 | 0,00 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 930.174 | 3,38 | 81.706 | 1,55 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 227 | 0,00 | 20 | -5,00 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 26.723 | -1,57 | 2.363 | -2,64 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 5.673 | 10,76 | 498 | 8,73 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4.365 | 0,05 | 383 | -1,79 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 8.569 | -50,34 | 753 | -51,26 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.377 | 14,35 | 999 | 12,37 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 9.294 | 36,80 | 1 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 26.720 | -1,23 | 2.347 | -2,98 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 58.165 | -1,85 | 5.109 | -3,59 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 9.825 | 0,00 | 863 | -1,71 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 283.428 | 10,72 | 24.896 | 8,76 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.880 | 3,63 | 1.397 | 6,80 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 282.700 | -13,22 | 24.832 | -14,76 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9.174 | -6,13 | 806 | -7,79 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 317 | 0,00 | 28 | -3,57 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 2.655 | 0,00 | 235 | -2,50 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 41.741 | 0,00 | 3.667 | -1,77 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 58.442 | -52,71 | 5.134 | -53,55 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 7.278 | -9,43 | 639 | -11,00 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 17.063 | 5,07 | 1.499 | 3,17 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5.396 | -75,15 | 474 | -75,64 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.133 | 0,28 | 187 | -1,58 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 73.709 | -8,49 | 6.242 | -13,36 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 519 | 46 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 26.904 | -4,89 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2.880 | -77,73 | 253 | -78,11 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 582 | 0 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 36 | -33,33 | 3 | -25,00 | ||||
| 2026-05-07 | 13F | Fox Financial, Inc | 5.512 | -0,76 | 484 | -2,42 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 6.910 | -0,36 | 607 | -2,26 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 379.846 | 3,08 | 33.366 | 1,25 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3.687 | -13,39 | 324 | -15,00 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 51.910 | -0,40 | 4.560 | -2,19 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 94.093 | 238,76 | 8.265 | 232,86 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 28.723 | 2,65 | 2.523 | 0,84 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.079.247 | -29,70 | 94.801 | -30,95 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 120.485 | 4,62 | 10.575 | 2,67 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.991 | 351 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 134 | -72,08 | 12 | -74,42 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 77 | 7 | ||||||
| 2026-04-24 | 13F | Bayban | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 63.729 | 0,67 | 5.598 | -1,13 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 7.038 | 101,78 | 618 | 98,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.766.363 | 3,28 | 242.997 | 1,44 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 7.762 | 0,00 | 682 | -1,87 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 406.724 | 4,14 | 35.727 | 2,29 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 70.126 | 2,65 | 6.160 | 0,82 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 365.552 | 1,52 | 32.110 | -0,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 42.808 | 480,21 | 3.760 | 470,56 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 23.666 | 11,82 | 2.079 | 9,83 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7.048 | 27,61 | 619 | 25,56 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 10.010 | -3,42 | 879 | -5,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 217.227 | -15,80 | 19.081 | -17,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 597.611 | -8,93 | 52.503 | -10,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 856.692 | 12.667,39 | 75.252 | 12.441,83 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 390.416 | -5,15 | 34.294 | -6,84 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 12.922 | -0,01 | 1.135 | -1,73 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 177.509 | 96,67 | 15.592 | 93,19 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 23.670 | 2.079 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 231 | -21,69 | 21 | -23,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 33.149 | -16,28 | 2.912 | -17,77 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 549 | 20,13 | 48 | 20,00 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 70.224 | 23,93 | 6.169 | 21,73 | ||||
| 2026-05-08 | 13F | Cetera Trust Company, N.A | 200 | -42,36 | 18 | -45,16 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 581.216 | 3,04 | 51.054 | 1,21 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 761.831 | -0,09 | 66.901 | -1,89 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 22.315 | 9,26 | 1.960 | 7,34 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 104.374 | -8,91 | 9.168 | -10,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.654.013 | -1,74 | 145.289 | -3,49 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 3.320 | -11,68 | 292 | -13,39 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 6.278 | -97,88 | 561 | -97,87 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24.765 | -3,91 | 2.175 | -5,60 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.635 | 12,64 | 407 | 10,60 | ||||
| 2026-05-13 | 13F | Ridge Creek Global, Inc | 16.960 | 0,00 | 1.490 | -1,78 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 10.591 | -46,47 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.157.249 | -8,18 | 189.493 | -9,82 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 78.907 | -14,01 | 6.951 | -15,30 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.215.864 | 19,64 | 106.802 | 17,51 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 515 | 0,00 | 45 | -2,17 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5.289 | -0,41 | 465 | -2,11 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 155 | 0,00 | 14 | 0,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 4.833 | 0,27 | 426 | -1,39 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 21.818 | 0,00 | 1.917 | -1,79 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 722.416 | -11,72 | 63.457 | -13,29 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.696 | 0,00 | 852 | -1,85 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 318.370 | 5,32 | 27.966 | 3,44 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 197.697 | 2,84 | 17.366 | 1,01 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 717.040 | 1,88 | 62.985 | 0,07 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 332.954 | 1,25 | 29.247 | -0,55 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.510 | -10,83 | 484 | -12,50 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 12.815 | -0,30 | 1.126 | -2,09 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 4.489 | -11,77 | 394 | -13,41 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9.625 | -6,70 | 845 | -8,35 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3.313 | -13,57 | 291 | -14,91 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.311 | 11,57 | 115 | 9,52 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 2.790 | -69,86 | 245 | -70,37 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 16.608 | 0,12 | 1.459 | -1,69 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 19.138 | 1.681 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 6.734 | 3,78 | 640 | 5,97 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3.604 | 317 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 200 | 0,00 | 18 | 0,00 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 14.347 | -40,79 | 1.260 | -41,83 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 6.992 | 0,00 | 614 | -1,76 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 13.006 | -0,02 | 1.142 | -1,81 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 13.024 | 11,13 | 1.144 | 9,69 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 139.329 | -0,62 | 12.239 | -2,38 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 9.534 | -53,34 | 837 | -54,19 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.091 | 272 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 56 | 0,00 | 5 | -20,00 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 3.000 | -18,92 | 264 | -20,30 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 52.813 | 4.639 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 53.499 | 2,54 | 4.699 | 0,73 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 307.503 | 26.978 | ||||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 9.988 | 0,22 | 877 | -1,57 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 10.166 | -23,94 | 893 | -25,36 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 2.621 | 0,15 | 230 | -1,71 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 55.880 | -2,11 | 4.908 | -4,75 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 123.241 | -0,77 | 10.826 | -2,54 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.470 | 9,39 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 574.692 | -0,60 | 50.481 | -2,37 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 85.279 | -0,01 | 7.491 | -1,80 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 6.300 | 0,00 | 553 | -1,78 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 4.405 | 0,00 | 387 | -3,98 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 1.194 | 0,00 | 0 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.354 | 0,30 | 119 | -1,67 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7.603 | -95,64 | 668 | -95,73 | ||||
| 2026-01-29 | 13F | Comerica Bank | 854.542 | 11,71 | 76.422 | 12,30 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 7.693 | -1,41 | 676 | -3,16 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 6.718 | -0,59 | 590 | -2,32 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 104 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 51.280 | -0,07 | 4.504 | -2,53 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.944 | 21,57 | 786 | 19,48 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 258.309 | -5,19 | 22.842 | -8,43 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 236.963 | -3,93 | 21 | -9,09 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 385 | 0,00 | 34 | -2,94 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 7.050 | 0,00 | 619 | -1,75 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 17.666 | -1,88 | 1.552 | -3,66 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.167 | 97,91 | 542 | 94,60 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 22.263 | 2,58 | 1.956 | 0,77 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 3.717 | -14,96 | 327 | -16,41 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2.833 | -0,63 | 249 | -2,36 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.841.705 | -2,81 | 600.993 | -4,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43.175 | 56,73 | 3.793 | 53,96 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 5.647 | -13,52 | 496 | -15,07 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 12.418 | -9,05 | 1.091 | -10,73 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30.481 | -0,10 | 2.677 | -1,87 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 869 | 0,00 | 77 | -1,30 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 49 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 417 | 36 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 193.500 | 1,55 | 16.997 | -0,25 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 19.021 | 2,48 | 1.671 | 0,66 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 42.841 | 0,62 | 3.876 | 0,83 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 4.814 | 0,02 | 423 | -1,86 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 5.524 | -5,00 | 485 | -6,73 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 41.372 | 2,38 | 3.634 | 0,58 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 11.557 | -0,58 | 1.015 | -2,31 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 217.078 | 12,40 | 19.068 | 10,40 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 17.371 | -1,79 | 1.526 | -3,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 316.695 | -5,67 | 27.819 | -7,34 | ||||
| 2026-04-16 | 13F | Friday Financial | 4.900 | -7,55 | 430 | -9,09 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.030 | 0,00 | 90 | -2,17 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 391.711 | 1,02 | 34.408 | -0,78 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 18.098 | -2,68 | 1.600 | -3,79 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18.470 | 16,94 | 1.622 | 14,87 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 27.817 | -1,30 | 2.443 | -3,06 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 44.575 | 5,76 | 3.915 | 3,87 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 29.154 | -7,34 | 2.561 | -8,99 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 8.986 | -1,10 | 789 | -2,83 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 10.006 | -4,56 | 879 | -6,60 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 807 | 34,50 | 71 | 32,08 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 13.038 | -2,49 | 1.145 | -4,18 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 25.759 | 9,06 | 2.304 | 9,61 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27.759 | 58,04 | 2.438 | 55,29 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 200.179 | 1,87 | 17.584 | 0,05 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 3.400 | 0,00 | 299 | -1,97 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | 1st Source Bank | 6.803 | 0,00 | 598 | -1,81 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.050 | 8,40 | 2.200 | 6,49 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 7.220.684 | 4,48 | 634.265 | 2,63 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12.931 | -2,97 | 1.237 | 6,45 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 262 | 0,00 | 23 | 0,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 5.591 | 0,02 | 518 | 3,40 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3.012 | -4,02 | 265 | -5,71 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.358.683 | 3.150,98 | 121.507 | 3.168,93 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.174 | -2,57 | 10.205 | -4,30 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 2.906 | -7,42 | 255 | -8,93 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 117.853 | 4,14 | 10.352 | 2,29 |
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