Basisstatistiken
| Institutionelle Eigentümer | 2069 total, 2067 long only, 0 short only, 2 long/short - change of 1,42% MRQ |
| Durchschnittliche Portfolioallokation | 0.9089 % - change of 0,47% MRQ |
| Institutionelle Aktien (Long) | 402.062.564 (ex 13D/G) - change of 1,31MM shares 1,51% MRQ |
| Institutioneller Wert (Long) | $ 44.316.126 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) hat 2069 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 402,062,564 Aktien. Die größten Aktionäre sind Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Ameriprise Financial Inc, Stifel Financial Corp, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares S&P 500 Growth ETF (BMV:IVW) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 613 | 62,60 | 69 | 50,00 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 19.063 | 17,71 | 2.156 | 8,02 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 7.272 | 0,00 | 823 | -8,26 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2.705 | 9,65 | 333 | 12,12 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 4.585 | 595 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 3.602 | 12,07 | 407 | 2,78 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 20.200 | 0,00 | 2.285 | -8,24 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.107.688 | -0,55 | 125.291 | -8,74 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9.592 | -35,58 | 1.085 | -40,93 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 194.676 | -2,01 | 22.020 | -10,09 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1.830 | -86,39 | 207 | -87,57 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.338.195 | 6,60 | 151.363 | -2,18 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 50 | 0,00 | 6 | -16,67 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 17.563 | -5,15 | 1.987 | -12,97 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 42.106 | -14,69 | 4.763 | -21,72 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 2.103 | 0,00 | 238 | -8,49 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 66.676 | 3,24 | 8.613 | 8,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 591 | 67 | ||||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 28.485 | -1,18 | 3.222 | -9,32 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 2.137 | 0,00 | 242 | -8,37 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 2.126 | -3,41 | 240 | -11,44 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 331.826 | -0,93 | 37.533 | -9,09 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 2.346 | 0,00 | 265 | -8,30 | ||||
| 2026-05-15 | 13F | PACK Private Wealth, LLC | 15.857 | -2,14 | 1.794 | -10,22 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 4.878 | -1,05 | 552 | -9,23 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 2.844 | 12,10 | 322 | 2,88 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 308.124 | -2,74 | 34.852 | -10,75 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 160 | -55,56 | 18 | -59,09 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 129 | 15 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4.188 | -7,32 | 474 | -15,08 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 156.870 | -0,49 | 17.744 | -8,69 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 3.848 | 63,05 | 435 | 50,00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 4.364 | 128,84 | 494 | 109,79 | ||||
| 2026-04-22 | 13F | Vicus Capital | 4.861 | -18,54 | 550 | -25,31 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 9.706 | -0,02 | 1.098 | -8,28 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 28.719 | -81,50 | 3.248 | -83,02 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2.149 | 3,32 | 243 | -5,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 117.270 | 1,46 | 13.264 | -6,90 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 69.972 | 3,02 | 7.915 | -5,46 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 12.052 | -12,38 | 1.363 | -19,59 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 6.543 | -7,62 | 740 | -15,23 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7.884 | -10,18 | 947 | -12,57 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 576.341 | -38,61 | 65.190 | -43,67 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 18.536 | 13,23 | 2.097 | 3,92 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 7.012 | -2,09 | 793 | -10,09 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 45.482 | 17,79 | 5.144 | 8,09 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5.571 | 5,29 | 630 | -3,37 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 3.162 | -13,75 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 23.503 | -3,78 | 2.658 | -11,69 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 8.113 | -7,62 | 918 | -15,25 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 20.200 | 0,00 | 2.285 | -8,24 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 470.220 | 74,09 | 53.187 | 59,75 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 283.172 | -2,32 | 32.030 | -10,36 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 4.437 | 0,00 | 502 | -8,24 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 31.717 | 0,99 | 3.588 | -7,34 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 198.711 | 58,81 | 25.604 | 63,87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 50.836 | -3,86 | 5.750 | -11,77 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 2.176 | 0,00 | 246 | -8,21 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13.511 | 3,51 | 1.528 | -2,98 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 23.482 | 34,34 | 2.656 | 23,31 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 501.149 | 3,04 | 56.685 | -5,44 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 16.217 | 4,28 | 1.834 | -4,28 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.718 | -20,06 | 194 | -26,52 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 20.458 | 0,10 | 2.314 | -8,14 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 141 | 0,00 | 16 | -11,76 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 112.722 | -0,43 | 12.750 | -8,64 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5.386 | 1,68 | 609 | -6,60 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.167 | -0,09 | 245 | -8,24 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 23.761 | -6,86 | 2.688 | -14,54 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 33.500 | 0,00 | 3.789 | -8,23 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 13.000 | 0,00 | 1.470 | -8,24 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 6.726 | -0,62 | 761 | -8,87 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 77.078 | -0,62 | 8.718 | -8,81 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2.077 | 0,00 | 273 | 7,06 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 7.197 | -10,52 | 814 | -17,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 81.105 | -0,01 | 9.174 | -8,24 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 10.096 | -3,85 | 1.142 | -11,82 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2.764 | 5,54 | 313 | -3,11 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 4.704 | 0,00 | 532 | -8,12 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 6.431 | 0,44 | 727 | -7,86 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 3.181 | 0,06 | 360 | -8,18 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 11.944 | -11,28 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 57.269 | 39,44 | 7.528 | 45,93 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 13.463 | -0,62 | 1.523 | -8,81 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 346.339 | 0,58 | 37.351 | -11,99 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 16.494 | -8,70 | 1.866 | -16,22 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 2.302 | -1,03 | 260 | -9,09 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 141.683 | 417,37 | 16.026 | 374,81 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 502 | 57 | ||||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 2.128 | 0,00 | 275 | 3,79 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3.649 | 0,00 | 413 | -8,24 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 70.594 | 9,34 | 7.985 | 0,34 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 23.088 | -4,69 | 2.611 | -12,53 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 35.457 | -1,79 | 4.011 | -9,87 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 276 | 0,00 | 31 | -8,82 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 33.053 | -0,70 | 3.739 | -8,87 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 31.193 | -1,98 | 3.528 | -10,05 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 883.779 | 0,17 | 99.964 | -8,08 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 42.400 | -46,33 | 4.796 | -51,20 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.599 | 1,49 | 746 | -6,87 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Beacon Financial Group | 8.953 | -4,37 | 1.013 | -12,23 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 12.036 | 0,00 | 1.361 | -8,23 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 13.365 | 0,00 | 1.512 | -8,26 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.840 | 0,11 | 208 | -7,96 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 664 | 75 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24.980 | 33,98 | 2.826 | 22,93 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 4.700 | -4,90 | 579 | -2,85 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 49.468 | 0,05 | 5.595 | -8,19 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 210 | 0,00 | 24 | -4,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 128.203 | 13,59 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 7.939 | 0,00 | 898 | -8,28 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 3.751 | -2,14 | 424 | -10,17 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.990.288 | 4,93 | 327.905 | -6,65 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2.550 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | First Horizon Corp | 34.223 | -2,57 | 3.871 | -10,60 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6.009 | 0,15 | 680 | -8,12 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 482.689 | 0,85 | 59.496 | 2,97 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7.738 | -7,15 | 875 | -14,80 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 7.451 | 6,43 | 843 | -2,32 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Maia Wealth LLC | 75.101 | -5,15 | 8.495 | -10,22 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 460 | 0,00 | 52 | -7,14 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.087 | 0,09 | 123 | -8,27 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13.015 | 15,83 | 1.647 | 17,98 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 156.640 | 0,45 | 18 | -10,53 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 7.668 | -49,08 | 867 | -53,29 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 46.579 | 2,76 | 5.269 | -5,71 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 62.328 | 4,70 | 7.053 | -3,92 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 917 | -12,25 | 104 | -19,53 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 36.414 | 0,92 | 4.119 | -7,40 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 43.401 | -1,54 | 4.909 | -9,64 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 20.229 | -8,45 | 2.288 | -15,98 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 3.883 | -56,82 | 439 | -60,38 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 29.833 | 17,00 | 3.374 | 7,38 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 8.657 | -1,93 | 979 | -10,02 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 1.102 | -87,94 | 125 | -88,99 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3.713 | 0,43 | 420 | -7,91 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 79.375 | -1,38 | 8.978 | -9,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.965.703 | -3,59 | 222.442 | -11,52 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 58.188 | 2,87 | 6.582 | -5,61 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4.172 | -16,09 | 472 | -23,04 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 253 | 0,00 | 29 | -9,68 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 10.336 | -0,05 | 1.169 | -8,24 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 5.662 | -1,74 | 640 | -9,86 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 3.009 | 0,00 | 340 | -8,11 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 9.321 | -7,79 | 1.054 | -15,34 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 7.330 | 22,70 | 829 | 12,64 | ||||
| 2026-04-29 | 13F | Renasant Bank | 13.302 | -36,95 | 1.505 | -42,15 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 9.169 | 33,95 | 997 | 17,31 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 214 | -17,05 | 24 | -22,58 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 2.908 | -43,63 | 329 | -48,35 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 27.424 | 0,09 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 3.003 | -1,22 | 340 | -9,36 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2.757 | 0,07 | 312 | -8,26 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8.854 | 1,25 | 1.001 | -7,06 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 15.521 | 30,18 | 1.756 | 19,47 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 7.846 | -13,17 | 887 | -20,31 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 227.585 | -1,17 | 25.742 | -9,30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 58.348 | -0,76 | 6.600 | -8,94 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 640 | 0,00 | 72 | -7,69 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 3.429 | 15,88 | 388 | 6,32 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 5.085 | -0,33 | 575 | -8,44 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 17.565 | -5,93 | 1.987 | -13,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 71.221 | 7,79 | 8.056 | -1,09 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 19.006 | -0,78 | 2.150 | -8,98 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 3.705 | 0,00 | 419 | -8,11 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 2.505 | 3,34 | 283 | -5,03 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 240.383 | 1,55 | 27.190 | -6,81 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 3.224 | -0,77 | 365 | -9,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11.543 | 1.306 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 15.995 | -4,81 | 1.972 | -2,81 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2.995 | -89,52 | 339 | -90,41 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.168 | 0,00 | 132 | -7,69 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 239 | 0,00 | 27 | -6,90 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 5.534 | 0,00 | 626 | -8,36 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 52.098 | -2,19 | 5.893 | -10,25 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 3.008 | -4,17 | 340 | -11,92 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 6.890 | -8,55 | 779 | -16,06 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 206.609 | 11,88 | 23.370 | 2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 136.302 | 306,80 | 15.417 | 273,38 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 44 | 5 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 26.830 | 54,26 | 3 | 50,00 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 2.572 | 0,00 | 291 | -8,52 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 532.813 | 469,40 | 60.266 | 422,55 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 11 | -8,33 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 1.991 | 0,00 | 225 | -8,16 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 2.649 | -54,30 | 300 | -58,12 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.852 | 210 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.552 | -0,16 | 315 | 1,95 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 70.284 | 7,45 | 7.950 | -1,40 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 3.586 | 465 | ||||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 18.245 | -0,35 | 2.064 | -8,55 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.385 | 1,15 | 496 | -7,12 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.316 | 0,00 | 149 | -8,64 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 239.321 | 0,24 | 29.499 | 2,35 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 21.122 | 2,10 | 2.389 | -6,31 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 2.124 | 0,00 | 240 | -8,05 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 536 | 0,00 | 61 | -9,09 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.764 | 4,61 | 539 | -4,10 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 113.394 | -8,50 | 12.826 | -16,04 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 566.951 | -0,60 | 64.128 | -8,78 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2.109 | 0,00 | 239 | -8,11 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 81 | 0,00 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 598.490 | -2,31 | 68.623 | -9,47 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25.277 | -15,70 | 2.859 | -22,65 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 9.291 | -0,27 | 1.051 | -8,54 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 16.227 | -2,53 | 1.835 | -10,58 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 11.765 | -0,76 | 1.331 | -8,97 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.139.627 | 1,59 | 129 | -7,25 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 14.506 | 4,22 | 1.641 | -4,31 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 129 | 0,00 | 15 | -6,67 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 115.290 | -0,09 | 13.040 | -8,31 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6.018 | -1,47 | 681 | -9,57 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 30.539 | 10,08 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.703 | -1,39 | 306 | -9,50 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 15.688 | -3,52 | 2 | -50,00 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 6.876 | 0,13 | 778 | -8,16 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 5.485 | 620 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 262.208 | 2,46 | 29.658 | -5,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 17.855 | 0,45 | 2.020 | -7,81 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.903 | -3,75 | 3.722 | -11,68 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 57.039 | 125,67 | 6.452 | 107,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4.410 | 0,09 | 479 | -11,79 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13.029 | 0,08 | 1.474 | -8,17 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 7.612 | 0,57 | 861 | -7,82 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3.642 | -1,09 | 412 | -9,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6.320 | 0,00 | 715 | -6,79 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 828.745 | 5,64 | 93.739 | -3,06 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 58.681 | 4,72 | 6.637 | -3,91 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 34.929 | 35,79 | 3.951 | 24,61 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 1.119 | 0,00 | 127 | -8,03 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 4.209 | -0,47 | 476 | -8,64 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 19.112 | 3,20 | 2.162 | -5,30 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.344 | 3,47 | 378 | -5,03 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 569 | 18,79 | 64 | 10,34 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 11.847 | -0,85 | 1.340 | -8,97 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 96.586 | 7,16 | 10.925 | -1,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 118.906 | 107,54 | 13.450 | 90,47 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 141.475 | 2,00 | 16.002 | -6,40 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 896.757 | -5,88 | 110.534 | -3,90 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 275.902 | -0,01 | 31.207 | -8,24 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 24.823 | -11,08 | 2.807 | 93.433,33 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 221.923 | -11,71 | 25.102 | -18,98 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 3.598 | 0,00 | 407 | -8,35 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 73.070 | -61,52 | 8.265 | -64,69 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.164.899 | 4,54 | 131.742 | -4,57 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 4.325 | -16,39 | 489 | -23,23 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 20.265 | 0,32 | 2.292 | -7,91 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 15.552 | 0,00 | 1.759 | -8,19 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 263.812 | 0,06 | 29.840 | -8,18 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 26.776 | -23,44 | 3.029 | -29,74 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 328 | -7,87 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 111.071 | -0,84 | 13 | -7,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 230.828 | 4,15 | 26.109 | -4,43 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 3.044 | 0,00 | 344 | -8,27 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 120.084 | 2,18 | 13.583 | -6,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.506 | 170 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 203.024 | -58,38 | 22.964 | -61,81 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2.342 | 0,09 | 265 | -8,33 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 24.145 | -74,12 | 2.731 | -76,25 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.819 | -7,09 | 1.224 | -14,77 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1.972 | 0,00 | 223 | -8,23 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 7.091 | 0,00 | 802 | -8,24 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 10.718 | 17,94 | 1.212 | 7,93 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 54.202 | 2,05 | 6.131 | -6,36 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 10.499 | -50,38 | 1.188 | -54,92 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 29.113 | -0,04 | 3.293 | -8,25 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 4.983 | -23,20 | 564 | -29,54 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 50 | 0,00 | 6 | -16,67 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1.496 | -11,90 | 169 | -19,14 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 2.021 | 0,00 | 229 | -8,43 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 167.625 | -2,84 | 21.510 | 1,15 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 43.846 | 43,86 | 4.959 | 32,03 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 44.180 | 33,51 | 5.306 | 30,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46.950 | 0,36 | 5.310 | -7,91 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 2.295 | 260 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3.383 | 0,00 | 383 | -8,17 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 90.801 | 4,57 | 10.271 | -4,05 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 7.121 | 0,00 | 805 | -8,21 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 2.509 | 0,00 | 284 | -8,41 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1.775 | 208,70 | 201 | 185,71 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 490 | 28,95 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4.513 | 1,30 | 510 | -7,10 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 122 | 0,00 | 14 | -13,33 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11.339 | 4,89 | 1.283 | -3,75 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 5.846 | -1,43 | 661 | -9,58 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 15.066 | 1,07 | 1.704 | -7,24 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7.119 | -8,11 | 805 | -15,62 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 81.811 | -6,81 | 9.254 | -12,69 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 3.586 | 0,00 | 406 | -8,37 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 6.222 | 3,05 | 704 | -5,51 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.431 | 19,17 | 275 | 9,16 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 5.339 | 13,89 | 604 | 4,51 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 28.125 | 0,00 | 3.181 | -8,22 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 2.285 | 0,09 | 258 | -8,19 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28.210 | -11,75 | 3.191 | -19,04 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.947 | 9,16 | 911 | 1,45 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 347.289 | 2,65 | 39.282 | -5,81 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 2.788 | 0,00 | 315 | -8,16 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 9.842 | 4,04 | 1.113 | -4,55 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 7.622 | -6,95 | 862 | -14,57 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 84.840 | 13,32 | 9.596 | 4,00 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 3.305 | 0,00 | 374 | -8,35 | ||||
| 2026-04-13 | 13F | Arwa Llc | 38.780 | 19,89 | 4.657 | 16,80 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4.149 | 0,07 | 469 | -8,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.405 | 36,28 | 159 | 25,20 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 2.404 | -4,79 | 0 | |||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 21.159 | -24,74 | 2.393 | -30,94 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.276.795 | 12,04 | 257.528 | 2,81 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4.143 | 16,57 | 469 | 6,85 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 2.472 | 0,00 | 280 | -8,22 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 120.172 | -1,95 | 13.593 | -10,02 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 2.921 | 0,03 | 330 | -8,08 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Financial Life Advisors | 361.009 | 1,51 | 40.834 | -6,85 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595.640 | -3,09 | 67.373 | -11,07 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 492.926 | 13,99 | 63.514 | 19,16 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 33.611 | 0,96 | 3.802 | -7,36 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 630 | 13,51 | 71 | 4,41 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9.713 | 45,12 | 1.099 | 33,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 11.600 | 0,00 | 1.312 | -8,19 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 963.042 | -0,64 | 108.930 | -8,83 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5.140 | -0,50 | 581 | -8,65 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 245 | -8,27 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.901 | 215 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 10.967 | 0,00 | 1.388 | 2,74 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 5.952 | 208,71 | 673 | 183,97 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 22.337 | -3,93 | 2.526 | -11,83 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.448 | -7,93 | 548 | -6,00 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 6.413 | 0,00 | 725 | -8,23 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 892 | 0,00 | 110 | 1,87 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1.933 | 0,00 | 219 | -8,40 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 525 | 0,00 | 59 | -7,81 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 19.436 | 10,90 | 2.611 | 20,83 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 157 | -90,53 | 18 | -91,67 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 353.003 | 11,13 | 39.928 | 1,98 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3.422 | 0,00 | 387 | -8,08 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 2.161 | -7,69 | 244 | -15,28 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 188.161 | 1,87 | 21.283 | -4,54 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 9.996 | 128,64 | 1.131 | 110,04 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10.401 | -36,36 | 1.176 | -41,61 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 65.577 | 0,98 | 7.417 | -7,33 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 36.247 | 37,21 | 4.100 | 25,89 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7.564 | -16,12 | 856 | -23,04 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2.663 | 1,33 | 301 | -6,81 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 12.607 | 0,00 | 1.426 | -8,24 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 4.656 | 0,00 | 527 | -8,20 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 201.678 | 8,95 | 22.812 | -0,02 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3.969 | 7,07 | 449 | -1,75 | ||||
| 2026-05-11 | 13F | Commerce Bank | 164.927 | 196,72 | 18.655 | 172,28 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 2.028 | -95,52 | 250 | -95,43 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 4.929 | 558 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.394 | -23,56 | 271 | -30,05 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9.551 | -23,12 | 1.080 | -29,46 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 10.150 | 3,22 | 1.148 | -5,28 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 2.416.574 | 9,61 | 273 | 0,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4.444 | 10,11 | 503 | 0,60 | ||||
| 2026-05-11 | 13F | United Bank | 76.206 | -35,10 | 8.620 | -40,45 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1.815 | 205 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.414 | -35,93 | 499 | -41,22 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.285.735 | 1,25 | 145.429 | -7,09 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 5.268 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 11.796 | 0,00 | 1.334 | -8,19 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 21.798 | 12,25 | 2.466 | 3,01 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.126.579 | 1,23 | 127.427 | -7,11 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21.111 | 451,49 | 2.388 | 406,79 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 12.036 | 2,75 | 1.361 | -5,68 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 4.174 | 76,79 | 472 | 62,20 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1.092 | 0,00 | 124 | -8,21 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 2.616 | 0,00 | 296 | -8,39 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 13.903 | -12,38 | 1.573 | -19,59 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.920.546 | 81,02 | 236.725 | 84,82 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 12.646 | 1.430 | ||||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 2.896 | 0,00 | 328 | -8,15 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 845.298 | -6,09 | 95.612 | -13,83 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6.987 | 22,36 | 790 | 12,38 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 116.736 | -2,55 | 13 | -7,14 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.274 | -0,06 | 1.275 | -8,27 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.236.643 | -5,71 | 252.987 | -13,47 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 179.696 | -13,27 | 20.325 | -20,42 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 10.760 | 0,00 | 1.217 | -8,22 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 732.503 | 4,32 | 82.853 | -4,27 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.576 | -3,74 | 295 | -10,33 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7.152 | -0,10 | 809 | -8,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 155.378 | 9,65 | 19.152 | 11,96 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 3.478 | -49,90 | 393 | -54,04 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 22.494 | -0,60 | 2.544 | -8,78 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 9.655 | 3,54 | 1.092 | -4,96 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 53.025 | -54,58 | 5.998 | -58,33 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 10.145 | 0,00 | 1.148 | -8,24 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 354.513 | -1,89 | 40.099 | -9,97 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 130.496 | 0,01 | 14.760 | -8,69 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 75.582 | 0,01 | 8.549 | -8,22 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 30.445 | -2,75 | 3.444 | -10,76 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.753 | 0,04 | 311 | -8,26 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.374 | -9,39 | 268 | -16,77 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.414 | -10,96 | 160 | -18,46 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 4.350 | -1,47 | 492 | -10,38 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 17.411 | 8,94 | 1.969 | 0,00 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 352.547 | 0,07 | 39.877 | -8,17 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 151 | 0,00 | 17 | -5,56 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1.326 | 0,00 | 150 | -8,59 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 3.110 | 352 | ||||||
| 2026-05-11 | 13F | Rinkey Investments | 5.924 | -0,17 | 670 | -8,34 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 89.253 | 3,88 | 10.095 | -4,67 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 18.612 | -2,88 | 2.105 | -10,88 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 7.192 | -13,58 | 813 | -20,68 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.780 | 0,00 | 314 | -8,19 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 12.827 | -1,82 | 1.451 | -9,94 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 104.975 | -6,12 | 11.412 | -17,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 55.806 | -0,93 | 6.312 | -9,09 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.047 | 0,10 | 135 | 8,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 13.112 | 1 | ||||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 1.742 | -22,54 | 197 | -28,88 | ||||
| 2026-05-07 | 13F | First National Trust Co | 10.257 | -2,03 | 1.160 | -10,08 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 6.275 | 855 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.086 | -96,41 | 236 | -96,72 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 76 | -15,56 | 9 | -27,27 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 176.208 | -8,52 | 19.931 | -16,05 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 13.182 | 1.491 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 143.743 | -2,26 | 16.259 | -10,31 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10.355 | -9,46 | 1.171 | -15,14 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 80.275 | -0,25 | 9.080 | -8,47 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 4.393 | 0,00 | 497 | -8,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 3.335.976 | -8,48 | 377.332 | -16,02 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 9.200 | 0,00 | 1.041 | -8,21 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1.937 | -4,72 | 219 | -12,40 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.996 | 339 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 15.355.004 | 2,22 | 1.736.805 | -6,20 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 4.154 | 0,00 | 470 | -8,40 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 2.063 | 1,48 | 233 | -6,80 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 42.754 | 9,83 | 4.836 | 0,77 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 18.149 | 105,84 | 2.053 | 88,95 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 11.067 | -3,50 | 1.252 | -11,46 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 101.367 | 7,32 | 11.466 | -1,52 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 26.061 | -2,07 | 2.948 | -10,15 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 8.914 | -14,21 | 1.008 | -21,25 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 23.227 | 6,79 | 2.627 | -1,98 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 6.383 | 0,00 | 722 | -8,14 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 14.574 | -16,68 | 1.648 | -23,56 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6.121 | -4,42 | 692 | -12,29 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 3.323 | -68,09 | 376 | -70,77 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 3.905 | 37,74 | 442 | 26,36 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 17.518 | 1.981 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 29.041 | -94,46 | 3.285 | -94,92 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 5.498 | 81,21 | 622 | 66,49 | ||||
| 2026-05-15 | 13F | Family Management Corp | 4.750 | -6,02 | 537 | -13,67 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2.232 | -0,40 | 252 | -8,70 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 2.840 | 0,00 | 321 | -8,29 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 283.277 | -10,58 | 32.041 | -17,94 | ||||
| 2026-05-06 | 13F | CNB Bank | 9.400 | 0,00 | 1.063 | -8,20 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 41.437 | -5,50 | 4.687 | -13,29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 189.884 | 0,48 | 21.478 | -7,80 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 519 | 0,00 | 59 | -9,37 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 6.754 | -3,24 | 764 | -11,28 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2.623 | -1,83 | 297 | -10,03 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2.177 | -26,03 | 246 | -32,04 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 103.694 | 11,85 | 11.729 | 2,63 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 135.861 | -13,03 | 15.367 | -20,19 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 1.798 | 0,00 | 203 | -8,14 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 5.087 | -1,83 | 575 | -9,87 | ||||
| 2026-05-15 | 13F | EFG International AG | 16.744 | 1.894 | ||||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 11.971 | -0,47 | 1.354 | -8,64 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 2.119 | 0,09 | 240 | -8,08 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 27.196 | -23,11 | 3.076 | -29,43 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 290.090 | 0,05 | 32.812 | -8,18 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 3.526 | -21,94 | 399 | -28,42 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 10.802 | -0,39 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 3.697 | 0,00 | 418 | -8,13 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 81 | 0,00 | 9 | 0,00 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 2.184 | 0,00 | 247 | -8,18 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 5.170 | 0,00 | 585 | -8,32 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 5.544 | 66,24 | 627 | 52,55 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 2.408 | 0,00 | 272 | -8,11 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 2.798 | -5,60 | 317 | -13,42 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 220.703 | -0,43 | 24.964 | -8,63 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 10.109 | 0,00 | 1.143 | -8,27 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 59.939 | 8,80 | 6.780 | -0,16 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 294.526 | 5,17 | 33 | -2,94 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 20.234 | -8,30 | 2.289 | -15,85 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5 | 1 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.694.953 | -0,38 | 304.826 | -8,59 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 8.950 | 0,00 | 1.012 | -8,25 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 56.000 | 0,00 | 6.334 | -8,23 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 48.853 | 15,71 | 5.526 | 6,17 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1.976 | 0,05 | 224 | -8,23 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 8.810 | -2,81 | 997 | -10,83 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 5.000 | 0,00 | 566 | -8,28 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 6.114 | 41,86 | 692 | 29,16 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7.132 | 807 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 8.880 | 0,00 | 1.072 | -3,86 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 28.678 | -1,20 | 3.244 | -9,34 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 912 | 0,00 | 103 | -8,04 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4.031 | 0,00 | 456 | -8,27 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 4.610 | -1,03 | 522 | -9,23 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 14.112 | 3,97 | 1.596 | -4,60 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 16.389 | -0,50 | 1.854 | -8,72 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.716 | 0,93 | 307 | -7,25 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 14.469 | 1,09 | 1.637 | -7,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 688.281 | 0,22 | 77.852 | -8,04 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 5.527 | -78,74 | 625 | -80,49 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 137.939 | -1,73 | 15.602 | -9,82 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 4.977 | -0,50 | 563 | -8,77 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1.894 | 0,00 | 214 | -8,15 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 250.792 | 2,76 | 28.367 | -5,70 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 2.834 | 14,23 | 321 | 4,92 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 914 | 103 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7.434 | 52,09 | 841 | 39,53 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.978 | -4,51 | 450 | -12,48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.009 | 0,10 | 114 | -8,06 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 8.300 | 0,00 | 939 | -8,31 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 80.900 | 9 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 22.408 | 3,08 | 2.535 | -5,41 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2.967 | 11,37 | 336 | 2,13 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 50.567 | -1,88 | 5.720 | -9,97 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 432.346 | -0,38 | 48.903 | -8,58 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.291 | 0,38 | 712 | -7,90 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 294.047 | -3,67 | 33.260 | -11,60 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 108.356 | 0,09 | 12.256 | -8,15 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 13.840 | 0,00 | 1.565 | -8,21 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 60.999 | 0,41 | 6.900 | -7,87 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.369 | -13,57 | 169 | -12,04 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5.385 | 0,00 | 609 | -8,14 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3.692 | 0,00 | 418 | -8,35 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 9.519 | 3,58 | 1.077 | -4,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 28.945 | 1,30 | 3.274 | -7,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.988 | -93,58 | 451 | -94,11 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 3.373 | -0,88 | 381 | -9,07 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 49 | 0,00 | 6 | -16,67 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.341 | -9,26 | 265 | -16,98 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 2.595 | 0,00 | 294 | -8,15 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 10.053 | 0,02 | 1.137 | -8,16 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 2.039 | 0,00 | 231 | -8,37 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9.258 | 0,00 | 1.047 | -8,24 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 34.832 | 9,86 | 3.940 | 0,79 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 17.862 | -0,87 | 2.020 | -9,01 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 92.783 | 20,54 | 12.600 | 32,80 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 31.424 | 15,31 | 2.938 | -12,48 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 16.420 | 0,00 | 1.857 | -8,21 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 258.681 | 3,71 | 29 | -3,33 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.830 | 42,15 | 1.564 | 30,44 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3.765 | 0,35 | 426 | -8,01 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 4.876 | 0,00 | 552 | -8,32 | ||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 226.585 | 23,43 | 25.629 | 13,26 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64.836 | -5,49 | 7.787 | -7,98 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 15.521 | -0,28 | 1.756 | -8,50 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 49.504 | -0,75 | 5.599 | -8,91 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 4.700 | -5,05 | 532 | -12,95 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15.048 | 0,06 | 1.702 | -8,15 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 20.676 | -2,44 | 2.338 | -10,49 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 40.454.780 | -0,63 | 4.397.839 | -12,36 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 12.615 | 2,44 | 1.427 | -6,00 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1.917 | 0,00 | 217 | -8,47 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 5.578 | 0,00 | 631 | -8,30 | ||||
| 2026-04-08 | 13F | KWB Wealth | 9.711 | 0,00 | 1.197 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 87.141 | 10,38 | 10.741 | 12,71 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 14.345 | 0,00 | 1.623 | -8,26 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 64 | -8,57 | 7 | -12,50 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 612 | 0,00 | 69 | -8,00 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 26 | 0,00 | 3 | -33,33 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 56.905 | 6.432 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.970 | -1,35 | 223 | -9,76 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 245.561 | 2,14 | 27.775 | -6,27 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 940 | 30,19 | 106 | 20,45 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 16.216 | 4,30 | 1.834 | -4,28 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 61.341 | -7,19 | 6.938 | -14,83 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 2.380 | -0,92 | 269 | -9,12 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 265 | 0,00 | 30 | -9,37 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 5.222 | 0,00 | 591 | -8,24 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 215.931 | 8,50 | 24.424 | 1,24 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 1.530 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 130.003 | 1.871,53 | 14.705 | 1.710,84 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 56 | 6 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 7.589 | -2,29 | 858 | -10,34 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1.522 | 0,00 | 172 | -8,02 | ||||
| 2026-04-24 | 13F | Bayban | 2.206 | -3,58 | 250 | -11,70 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7.839 | 10,74 | 887 | 1,61 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 1.627 | 0,06 | 184 | -8,50 | ||||
| 2026-04-23 | 13F | American National Bank | 854 | 0,00 | 97 | -8,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.969 | 675 | ||||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 6.412 | -7,77 | 1 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 707.760 | -3,88 | 80.055 | -11,80 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 3.239 | 366 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 25.236 | 3,71 | 2.854 | -4,83 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 7.508 | 22,60 | 849 | 12,60 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 41.622 | -1,13 | 4.708 | -9,29 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 270 | 0,00 | 31 | -9,09 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 153.274 | 2,27 | 17.337 | -6,15 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10.620 | -0,89 | 1.201 | 120.000,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 3.216 | -4,06 | 364 | -12,11 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 469.119 | 6,72 | 53.062 | -2,07 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 305.347 | 16,14 | 34.538 | 6,58 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 19.671 | 23,09 | 2.535 | 28,69 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 233.437 | -9,25 | 26.404 | -16,72 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 19.779.268 | 6,63 | 2.237.233 | -2,15 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.503 | -2,99 | 509 | -11,01 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 2.300 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.531.673 | 2,49 | 512.577 | -5,95 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 4 | 100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 24.435 | 8,66 | 2.764 | -0,43 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 42.318 | 2,29 | 4.787 | -6,14 | ||||
| 2026-05-12 | 13F | Processus Wealth & Capital Management, LLC | 8.594 | 4,65 | 972 | -3,95 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 27.007 | 4,56 | 3.055 | -4,05 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1.794 | 203 | ||||||
| 2026-04-29 | 13F | Bank Of Stockton | 7.377 | -8,10 | 834 | -15,67 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 40.875 | 5,17 | 4.623 | -3,49 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 2.564 | 290 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 950 | 0,00 | 107 | -8,55 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 2.600 | -90,85 | 294 | -91,60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 6.832 | 0,00 | 773 | -8,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 603.344 | 0,79 | 69.179 | -7,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 5.390.020 | -0,74 | 609.665 | -8,92 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.044 | 0,00 | 231 | -7,97 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 25.819 | 439,81 | 2.920 | 395,76 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 614.290 | -0,84 | 69.482 | -9,00 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 3.750 | 0,00 | 424 | -8,23 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 55.960 | 6.330 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9.535 | 0,01 | 1.079 | -8,26 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 865 | 0,00 | 98 | -8,49 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 139.521 | 2,28 | 15.781 | -6,14 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 13.744 | -0,56 | 1.555 | -8,75 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 13.283 | 5,87 | 1.502 | -2,85 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 84 | 10 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.658 | -0,41 | 414 | -8,63 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 75.710 | 9,91 | 8.564 | 0,86 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 16.787 | -5,48 | 1.899 | -13,29 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 48.972 | -0,86 | 5.539 | -9,02 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 92.942 | 10.513 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 15.295 | 5,70 | 1.730 | -2,97 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 13.526 | 0,00 | 1.530 | -8,28 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 7.143 | -1,34 | 891 | 0,91 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 29.843 | -4,86 | 3.376 | -12,70 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9.576 | -3,25 | 1.083 | -11,23 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 3.229 | 0,00 | 365 | -8,29 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 20.286 | -5,44 | 2.336 | -12,55 | ||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.550 | 277,46 | 1.315 | 282,27 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 53.700 | -0,15 | 6.074 | -8,36 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 38.973 | -1,92 | 4.408 | -9,99 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 32.534 | -1,62 | 4.010 | 0,45 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.793 | -6,99 | 429 | -14,74 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 4.638 | -0,51 | 525 | -8,71 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10.143 | 0,02 | 1.147 | -8,24 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 5.225 | 11,62 | 591 | 4,60 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 82.886 | 5,31 | 9.375 | -3,35 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 68.643 | -51,69 | 7.764 | -55,67 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 12.258 | -2,56 | 1.387 | -10,58 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 9.251 | 0,00 | 1.046 | -8,25 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 34.750 | -1,55 | 3.931 | -9,66 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4.227 | -48,54 | 478 | -52,77 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 19.957 | 0,36 | 2.257 | -7,92 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.403 | 0,00 | 385 | -8,35 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 1.830 | 0,00 | 207 | -8,44 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 56.416 | 2,12 | 6.381 | -6,29 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 33.442 | -1,64 | 3.783 | -9,74 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 117.222 | -6,21 | 14.449 | -6,21 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 5.234 | 2,51 | 592 | -5,88 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 5.280 | 0,00 | 597 | -8,15 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12.903 | -1,22 | 1.459 | -9,38 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 66.505 | 8,46 | 7.522 | -0,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.144 | 10,06 | 243 | 0,83 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 33.607 | -0,20 | 3.801 | -8,41 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 15.783 | 3,08 | 1.785 | -5,41 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 255 | -10,53 | 29 | -20,00 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1.044 | 0,00 | 118 | -7,81 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 4.154 | 17,84 | 470 | 8,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3.873.907 | 2,26 | 438.178 | -4,67 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 3.205 | 0,00 | 363 | -8,35 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 23.641 | -2,96 | 2.674 | -10,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 112.723 | -20,42 | 12.750 | -26,97 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 8.433 | 0,00 | 954 | -8,28 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 5.319 | 0,00 | 602 | -8,24 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 7.020 | 0,00 | 794 | -8,21 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7.124 | -9,49 | 806 | -17,01 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 2.591 | 0,00 | 293 | 11,41 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1.840 | -9,80 | 208 | -17,13 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.448 | 2,00 | 277 | -6,44 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4.800 | -1,30 | 543 | -9,52 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 88.666 | -0,32 | 10.029 | -8,54 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 10.170 | -0,48 | 1.150 | -8,66 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 292 | 0,00 | 33 | -5,71 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5.631 | 29,24 | 637 | 18,44 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 158.675 | -6,54 | 17.948 | -14,24 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 372.247 | -0,45 | 42.105 | -8,65 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3.978 | 0,08 | 450 | -8,18 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 5.053 | 0,02 | 572 | -8,20 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 10.388 | 0,09 | 1.199 | -7,20 | ||||
| 2026-06-04 | 13F/A | Chelsea Counsel Co | 46 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 20.261 | 13,43 | 2.292 | 4,09 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 131.489 | 2,90 | 14.873 | -5,58 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45.591 | -2,45 | 4.956 | -14,58 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 135 | -10,00 | 15 | -16,67 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 3.426 | -3,98 | 388 | -11,85 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50.692 | -30,17 | 5.734 | -35,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 55.738 | -3,20 | 6.305 | -11,17 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 32.524 | -4,32 | 3.679 | -12,20 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 17.566 | 2.165 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117.595 | 3,37 | 13.301 | -5,14 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 1.114 | -33,05 | 126 | -38,54 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 9.086 | 0,07 | 1.028 | -8,22 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 576 | 0,00 | 65 | -7,14 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 3.232 | 2,90 | 366 | -5,68 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 2.500 | 0,00 | 283 | -7,54 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.217 | 4,06 | 1.721 | -4,50 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 16.390 | -0,07 | 1.854 | -8,31 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 2.476 | 0,00 | 280 | -8,20 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 1.890 | 214 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 16.693 | 0,00 | 1.888 | -8,22 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9.536 | 9,06 | 1.079 | 0,09 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 5.536 | 0,00 | 682 | 2,10 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 9.628 | 7,25 | 1.089 | -1,54 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 51.474 | 0,00 | 6.345 | 0,00 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6.476 | -0,66 | 732 | -8,84 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 5.675 | -82,45 | 642 | -83,92 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 9.256 | -10,14 | 1.047 | -17,57 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 14.494 | -7,37 | 1.639 | -14,99 | ||||
| 2026-04-30 | 13F | Conning Inc. | 61.779 | -22,87 | 6.988 | -29,23 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 4.565 | -5,55 | 516 | -13,28 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3.927 | -55,86 | 444 | -59,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 343.155 | -26,73 | 38.814 | -32,77 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 265.668 | -5,29 | 30.050 | -13,09 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 212.300 | -0,18 | 24.013 | -8,40 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 227 | 0,00 | 26 | -7,41 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 7.744 | 0,00 | 876 | -8,28 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 114.881 | 9,84 | 12.995 | 0,79 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 29.691 | -1,46 | 3.358 | -9,56 | ||||
| 2026-04-15 | 13F | Howard Capital Management Group, LLC | 13.750 | -7,09 | 1.555 | -14,75 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15.450 | -5,98 | 1.748 | -13,73 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 30.324 | -9,75 | 3.430 | -17,19 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 52.198 | -4,29 | 5.904 | -12,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 257.450 | -51,51 | 29.120 | -55,50 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 25.860 | 0,06 | 2.925 | -5,77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 167.200 | 30,13 | 18.912 | 19,42 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.050.705 | 0,74 | 231.957 | -7,55 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 936 | -1,16 | 106 | -9,48 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 14.615 | -36,59 | 1.653 | -41,80 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 27.960 | -4,84 | 3.163 | -12,68 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 9.099 | -74,67 | 1.029 | -76,76 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 4.439 | 1,02 | 502 | -7,21 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 26.211 | 2,50 | 3.004 | -4,70 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 12.891 | 0,96 | 1.458 | -7,31 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 17.083 | 14,48 | 1.932 | 5,06 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 21.823 | -3,39 | 2.468 | -11,35 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 41.094 | 101,36 | 4.648 | 84,81 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 567 | -1,56 | 64 | -9,86 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 8.708 | 0,00 | 985 | -8,29 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 87.577 | -0,78 | 9.906 | -8,95 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 64.686 | 5,48 | 7.317 | -3,20 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 29.785 | 2,14 | 3.369 | -6,29 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 190.570 | 4,21 | 21.492 | -4,65 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 17.966 | 0,95 | 2.032 | -7,34 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 312.365 | 31,71 | 35.332 | 20,86 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67.419 | 2,33 | 7.626 | -6,11 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 2.867 | 324 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 2.640 | 299 | ||||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 5.146 | -94,52 | 582 | -94,97 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 53.321 | -7,47 | 6.031 | -15,08 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 8.295 | 8,26 | 938 | -0,64 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4.645 | 1,00 | 525 | -7,24 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 4.136 | -4,70 | 468 | -12,55 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 66.513 | -0,58 | 7.523 | -8,76 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 12.369 | -4,99 | 1.399 | -12,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72.481 | -1,99 | 8.198 | -10,06 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 1.800 | 109,79 | 204 | 93,33 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 4.872 | -3,94 | 551 | -11,84 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 16.034 | 3,94 | 1.814 | -4,63 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8.919 | -4,69 | 1.009 | -12,58 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 77 | 0,00 | 9 | -11,11 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13.751 | -4,12 | 1.555 | -12,00 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 3.110 | 0,00 | 352 | -8,36 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 22.440 | -3,03 | 3.047 | 8,59 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 3.244 | 0,00 | 367 | -8,27 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 32.393 | -2,58 | 3.664 | -10,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14.654 | -0,95 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.558 | -18,92 | 289 | -25,52 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.745 | -0,47 | 310 | -8,55 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 11.090 | 0,62 | 1.254 | -7,66 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5.724 | 0,03 | 647 | -8,23 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 5.934 | 100,00 | 724 | 98,08 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 2.720 | 0,04 | 308 | -8,36 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 86.772 | -11,07 | 9.815 | -18,39 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 36.227 | 0,00 | 4.098 | -8,24 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 234 | 0,00 | 26 | -7,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.047.016 | 0,79 | 231.538 | -7,51 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 11.903 | -24,80 | 1.346 | -30,97 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3.488 | 395 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 21.795 | 7,07 | 2.465 | -1,75 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 7.859 | 0,00 | 889 | -8,26 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2.151 | 0,00 | 243 | -8,30 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 6.766 | -53,42 | 765 | -57,26 | ||||
| 2026-02-10 | 13F | Quantbot Technologies LP | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 884 | 0,00 | 100 | -8,33 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 9.739 | 0,00 | 1.102 | -8,25 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 90 | 0,00 | 10 | -9,09 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 234.286 | 8,92 | 28.878 | 8,92 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 6.256 | 0,00 | 708 | -8,30 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 11.908 | 16,03 | 1.347 | 6,40 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12.044 | 0,00 | 1.362 | -8,22 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 452.635 | 44,96 | 55.792 | 48,01 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 81.397 | -0,46 | 9.207 | -8,66 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 104.126 | -0,59 | 11.778 | -9,16 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.287 | -0,75 | 372 | -9,07 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 15.593 | -15,70 | 1.764 | -21,36 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 6.175 | -0,71 | 698 | -8,88 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 11.693 | -4,98 | 1.323 | -12,80 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 18.056 | 2.042 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3.191 | 34,53 | 361 | 23,29 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 2.105 | -3,66 | 238 | -11,52 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6.912 | 5,77 | 782 | -2,98 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 19.778 | 0,10 | 2.237 | -8,13 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 19.436 | 2.611 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 31.532 | -68,17 | 2.663 | -78,20 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 2.505 | 0,08 | 283 | -8,12 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 82 | 0,00 | 9 | -10,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.223.953 | 4,66 | 138.441 | -3,96 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 6.487 | 734 | ||||||
| 2026-05-13 | 13F | Barr E S & Co | 2.620 | -6,03 | 296 | -13,70 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 25.288 | -5,06 | 2.860 | -12,88 | ||||
| 2026-04-20 | 13F | City State Bank | 726 | 19,80 | 82 | 10,81 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 2.169 | -0,69 | 245 | -8,92 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 73.214 | 6,30 | 8.281 | -2,45 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 4.716 | 0,00 | 1 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 7.008 | 0,09 | 793 | -8,23 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 11.362 | 8,60 | 1.400 | 10,94 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 636.384 | -3,13 | 71.981 | -11,10 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 361.235 | 7,93 | 40.859 | -0,95 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 733.815 | 0,68 | 83.002 | -7,61 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 13.999 | 24,89 | 1.583 | 14,63 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 5.757 | -25,58 | 651 | -31,69 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 71.554 | 11,53 | 8.094 | 2,35 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 11.378 | 0,00 | 1.287 | -8,27 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3.945 | 0,38 | 454 | -6,20 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 49.984 | -0,26 | 5.654 | -8,47 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 2.468 | 0,00 | 279 | -8,22 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.139 | 0,00 | 242 | -8,37 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 295.201 | 3,36 | 33.390 | -5,16 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 296.836 | 5,39 | 33.575 | -3,28 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 391.098 | 2,56 | 44.237 | -5,88 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 47.143 | -4,45 | 5.332 | -12,95 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 31.373 | 5,55 | 3.578 | -2,35 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 52.699 | 9,69 | 5.961 | 0,64 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 310 | 1,98 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.497.810 | 131,34 | 169.417 | 112,29 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.766 | 42,47 | 765 | 30,77 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 220 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 67.388 | -0,68 | 7.622 | -8,85 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Truepoint, Inc. | 27.908 | -1,73 | 3.157 | -9,83 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1.888 | -1,72 | 214 | -9,75 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 2.412 | 0,00 | 273 | -8,42 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 2.865 | 2,69 | 324 | -5,54 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 2.696 | 0,07 | 305 | -8,43 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 5.644 | 0,09 | 638 | -8,20 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.855 | 0,00 | 210 | -8,33 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 74.868 | 10,56 | 10.199 | 27,36 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.691 | 0,00 | 187 | -7,43 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3.164 | 0,00 | 358 | -8,46 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 5.240 | 0,00 | 593 | -8,22 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 85.699 | 0,00 | 9.693 | -8,24 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.200 | 260 | ||||||
| 2026-04-10 | 13F | Field & Main Bank | 128 | 0,00 | 14 | -6,67 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 271.722 | -0,66 | 30.734 | -8,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 388.544 | -5,92 | 43.948 | -13,67 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 8.323 | 0,00 | 941 | -8,20 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 4.330 | 0,00 | 490 | -8,26 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 4.374 | 1,25 | 495 | -7,14 | ||||
| 2026-04-30 | 13F | Warm Springs Advisors Inc. | 3.736 | 0,00 | 423 | -8,26 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 8.895 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 17.189 | 244,33 | 1.944 | 216,10 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 10.629 | 0,00 | 1.202 | -8,24 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.214 | -23,16 | 137 | -29,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 859.413 | 10,76 | 97.208 | 1,64 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 38.201 | -1,21 | 4.321 | -9,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.564 | 0,35 | 978 | -6,95 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 16.565 | 11,93 | 1.874 | 2,69 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 34.306.897 | 1,96 | 3.880.454 | -6,43 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 39.589 | 89,98 | 4.478 | 74,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334.987 | 21,54 | 36.416 | 7,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 15 | -99,98 | 2 | -99,99 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15.117 | 10,82 | 1.816 | 7,97 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 324 | 0,00 | 37 | -7,69 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 5.984 | -4,77 | 677 | -12,66 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 14.085 | -0,01 | 1.593 | -8,24 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 2.055 | 0,00 | 232 | -8,30 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 3.929 | 107,23 | 427 | 81,70 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.168.503 | 2.637,18 | 132.169 | 2.412,24 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.486 | 4,34 | 394 | -4,14 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 3.739 | -3,46 | 423 | -11,53 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 13.640 | 8,62 | 1.543 | -0,32 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 28.014 | 0,00 | 3.169 | -8,25 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.530 | -9,62 | 547 | -12,50 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.145 | -3,90 | 243 | -12,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 5.072 | -8,89 | 689 | 0,29 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 25.339 | 2.866 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 17.539 | 6,72 | 1.984 | -2,07 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1.047.836 | 2,75 | 118.521 | -5,72 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.612 | -5,90 | 0 | |||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 12.361 | -1,14 | 1.398 | -9,28 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 118.305 | 5,67 | 13.382 | -3,03 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.940 | 0,00 | 219 | -8,37 | ||||
| 2026-04-28 | 13F | ORBA Wealth Advisors, L.L.C. | 5.478 | 0,00 | 620 | -8,30 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 4.610 | 1,23 | 1 | |||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 3.330 | -1,45 | 377 | -9,62 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12.130 | -15,66 | 1.372 | -22,57 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 17.086 | 5,61 | 1.933 | -3,11 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Strategic Equity Management | 6.555 | 26,15 | 741 | 15,78 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 27.630 | 0,54 | 3.125 | -7,74 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6.785 | -3,94 | 767 | -11,84 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19.760 | 0,47 | 2.235 | -7,80 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 5.339 | 12,73 | 604 | 3,43 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 12.948 | 0,32 | 1.465 | -7,92 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 279.672 | -6,63 | 31.634 | -14,32 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6.364 | 0,60 | 813 | 6,01 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 7.798 | -5,24 | 882 | -13,02 | ||||
| 2026-04-29 | 13F | Burney Co/ | 2.714 | -39,23 | 307 | -44,18 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 2.308 | 0,00 | 261 | -8,10 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 137 | 0,00 | 15 | -6,25 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 2.735 | 0,00 | 309 | -8,31 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 302 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 714.893 | 0,61 | 80.862 | -7,68 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 93.780 | 6,79 | 10.607 | -2,00 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5.610 | -2,01 | 635 | -10,07 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.296 | -2,96 | 260 | -11,00 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2.886 | -25,96 | 326 | -32,08 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 2.556 | 0,67 | 289 | -7,37 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 184.580 | -1,22 | 22.751 | 0,86 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 168.925 | 8,50 | 19.107 | -0,43 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 261.997 | -1,50 | 29.635 | -9,61 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 4.355 | 1,16 | 493 | -7,17 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 2.485 | 0,00 | 281 | -8,17 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 16.890 | -1,37 | 1.910 | -9,48 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 26.557 | -54,47 | 3.004 | -58,22 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 3.627 | -2,53 | 410 | -10,48 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 57.274 | 1.132,76 | 6 | -14,29 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 144.091 | 1,86 | 16.298 | -6,53 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 6.269 | -74,34 | 709 | -76,45 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 8.574 | -45,14 | 970 | -49,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 436.542 | 1,09 | 49.334 | -7,39 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.197 | 0,05 | 253 | -6,67 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 41.085 | -3,70 | 4.647 | -11,62 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.306 | 5,78 | 261 | -2,99 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 2.149 | -2,01 | 243 | -10,00 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 44.478 | -0,67 | 5.482 | 1,42 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 24.333 | 38,89 | 2.752 | 27,47 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 5.594 | 0,00 | 633 | -8,27 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 231 | 0,00 | 26 | -7,14 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 25.674 | 0,18 | 2.904 | -8,04 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 117.897 | -0,78 | 13.335 | -8,95 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2.000 | 0,00 | 226 | -8,13 | |||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 40.276 | -9,14 | 5 | -20,00 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 2.177 | -32,18 | 246 | -37,72 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 4.818 | 2,14 | 545 | -6,20 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 2.004 | 0,00 | 227 | -8,50 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 11.576 | -34,69 | 1.309 | -40,09 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 12.984 | 8,59 | 1.469 | -0,34 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2.698 | 22,58 | 305 | 12,55 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7.929 | -2,90 | 897 | -10,93 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5.200 | 0,00 | 588 | -8,12 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 92.901 | -2,50 | 10.508 | -10,52 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 4.836 | 0,00 | 547 | -8,39 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 1.977 | 0,82 | 224 | -7,47 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 10.356 | 0,00 | 1.171 | -8,23 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.772 | 0,00 | 314 | -8,21 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 7.075 | 0,01 | 800 | -8,15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 42.868 | -16,22 | 4.849 | -23,13 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 126 | 14 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 5.872 | -1,36 | 664 | -9,41 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 4.778 | 55,89 | 540 | 43,24 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 5.403 | 59,05 | 611 | 46,17 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 1.921 | 0,00 | 217 | -8,05 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 35.958 | 137,16 | 4.067 | 117,72 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 407 | 80,89 | 46 | 70,37 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 5.576 | 5,65 | 631 | -3,08 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.603 | 215 | ||||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 7.368 | 0,00 | 833 | -8,26 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 26.790 | 6,66 | 3.030 | -2,13 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 104.606 | -2,33 | 11.833 | -10,37 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 3.232 | -0,31 | 366 | -8,52 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 50.586 | -3,75 | 5.722 | -11,69 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | ARS Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16.634 | 13,00 | 1.881 | 3,69 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 4.665 | 0,00 | 528 | -8,19 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 46.354 | -3,70 | 5.243 | -11,63 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 2.741 | 0,00 | 310 | -8,01 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 2.599 | 0,00 | 294 | -8,44 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 183.413 | 0,85 | 20.746 | -7,45 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 874 | 0,11 | 99 | -8,41 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2.360 | -5,18 | 267 | -13,07 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 187.266 | -0,44 | 21.188 | -8,64 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 85.215 | -2,37 | 9.639 | -10,41 | ||||
| 2026-05-05 | 13F | Willis Investment Counsel | 1.929 | 0,00 | 218 | -8,02 | ||||
| 2026-04-07 | 13F | Holland Advisory Services, Inc. | 4.093 | 0,10 | 463 | -8,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 196.133 | -1,76 | 22.185 | -9,85 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 198.523 | 1,30 | 22.455 | -7,05 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2.000 | 226 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.029 | -4,92 | 2.152 | -12,73 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 107.309 | 0,13 | 12.138 | -8,12 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 14.574 | 0,00 | 1.648 | -8,24 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 390.339 | 4,48 | 44.151 | -4,12 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6.599 | 1,79 | 746 | -6,63 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7.353 | 14,91 | 832 | 5,46 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 51.337 | 15,99 | 6.693 | 22,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 60.851 | -2,78 | 6.883 | -10,79 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 71.338 | 2,79 | 8.069 | -5,67 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2.036 | 91,17 | 230 | 75,57 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 10.875 | 19,40 | 1.230 | 9,63 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 13.906 | -0,40 | 1.573 | -8,60 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 1.032 | 0,00 | 117 | -8,66 | ||||
| 2026-05-06 | 13F | Anb Bank | 2.088 | -3,20 | 236 | -10,94 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10.423 | 2,76 | 1.179 | -5,76 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 39.887 | -80,39 | 4.512 | -82,01 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 2.725 | 0,00 | 308 | -8,06 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2.791 | 0,14 | 316 | -8,16 | ||||
| 2026-05-15 | 13F | FIL Ltd | 0 | -100,00 | 0 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 3.208 | 44,50 | 395 | 137,95 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 217.868 | -6,01 | 24.643 | -13,75 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 23.202 | -2,72 | 2.860 | -0,69 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 6.764 | 0,06 | 765 | -8,16 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 3.275 | 0,00 | 404 | 2,03 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 119.028 | 2,77 | 13.463 | -5,69 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 52.798 | 3,26 | 5.972 | -5,24 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 70.906 | 8,48 | 9.508 | 17,04 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 4.129 | -1,03 | 467 | -9,34 | ||||
| 2026-04-28 | 13F | FSR Wealth Management Ltd. | 1.779 | -31,05 | 201 | -36,79 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 2.329 | 0,09 | 263 | -8,04 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 1.337 | 0,00 | 151 | -7,93 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8.010.148 | -5,83 | 906.027 | -13,59 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 30.486 | 0,93 | 3.494 | -6,65 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 266.207 | 2,47 | 30.116 | -5,91 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 1.454 | 0,00 | 164 | -8,38 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12.740 | 9,23 | 1.441 | 0,28 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 322.991 | 19,75 | 36.534 | 9,89 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 75.875 | -31,77 | 8.582 | -37,39 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 996 | 0,00 | 113 | -8,20 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 8.990 | -12,33 | 1.017 | -19,56 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 226.391 | -4,75 | 25.607 | -12,59 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2.490 | 0,04 | 282 | -8,17 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 55.828 | 0,35 | 6.315 | -7,92 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 7.210 | 0,00 | 816 | -8,22 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63.111 | 3,11 | 7.138 | -5,38 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 10.208 | 2,24 | 1.155 | -6,18 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 1.869 | 0,00 | 211 | -8,26 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 15.763 | 0,94 | 1.783 | -7,38 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 229 | 39,63 | 26 | 25,00 | ||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 9.200 | 0,00 | 1.041 | -8,21 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 3.237 | -99,19 | 366 | -8,04 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2.796 | -1,93 | 316 | -9,97 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.352 | 8,27 | 379 | -0,52 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 54.595 | 0,00 | 6.175 | -8,23 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 76.591 | -1,20 | 8.663 | -9,34 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4.736 | 0,06 | 536 | -8,23 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 10.250 | 0,00 | 1.159 | -8,23 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 65 | 0,00 | 7 | -12,50 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 5.363 | -5,63 | 607 | -13,43 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 44.858 | -0,51 | 5.074 | -8,71 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 6.606 | 747 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 42.219 | -45,05 | 4.775 | -49,99 | ||||
| 2026-01-21 | 13F | Persium Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 226.958 | 0,00 | 27.975 | 0,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 348.309 | 15,08 | 39.397 | 5,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3.565.694 | -2,72 | 403.312 | -10,74 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 20.455 | 11,17 | 2.314 | 2,03 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 1.981 | -0,90 | 224 | -8,94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.758 | 340 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1.992 | 0,00 | 225 | -8,16 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 3.289 | -0,72 | 372 | -8,82 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 11.770 | 3,76 | 1.331 | -4,79 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 27.880 | 0,00 | 3.154 | -8,24 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 154.912 | 5,23 | 17.522 | -3,43 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31.769 | -1,30 | 3.593 | -9,43 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 6.338 | 0,00 | 717 | -8,32 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 4.634 | -3,16 | 524 | -11,04 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1.545 | -5,39 | 175 | -13,43 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 248.875 | 5,31 | 28.150 | -3,36 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 2.380 | -22,32 | 269 | -28,65 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24.189 | 1,77 | 2.736 | -6,59 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.105.695 | 1,99 | 125.054 | -6,42 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.471 | -94,22 | 279 | -98,99 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 43.169 | -34,02 | 4.883 | -39,46 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 12.995 | 0,00 | 1.470 | -8,24 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 146.566 | 16.578 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 341.831 | 4,59 | 38.665 | -4,03 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10.878 | 2,52 | 1.230 | -5,89 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 9.716 | -0,59 | 1.099 | -8,80 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 3.428 | 0,00 | 388 | -8,29 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.887 | -9,47 | 602 | -7,53 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 28.964 | 7,47 | 3.276 | -1,36 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 154.027 | -1,22 | 17.422 | -9,36 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.494 | 11,24 | 1.526 | 2,07 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 1.787 | -20,96 | 202 | -27,34 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 106.404 | -0,39 | 12.035 | -8,60 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 3.818 | -28,08 | 432 | -34,10 | ||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 9.704 | 0,00 | 1.098 | -8,28 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 24.246 | -1,79 | 2.989 | 0,27 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 3.713 | -8,05 | 420 | -15,69 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 3.200 | 0,00 | 362 | -8,38 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115.463 | 23,63 | 14.232 | 26,23 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 22.097 | 5,38 | 2.499 | -3,29 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.556 | 0,00 | 289 | -8,25 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 19.040 | -1,53 | 2.154 | -9,65 | ||||
| 2026-05-12 | 13F | Croban | 79.302 | 11,72 | 8.970 | 2,51 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 17.172 | -7,37 | 2.117 | -5,41 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 338 | 0,30 | 38 | -7,32 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 7.542 | 1,40 | 853 | -6,88 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 26.666 | -13,74 | 3.016 | -20,84 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 43.324 | 10,51 | 4.900 | 1,41 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 1.898 | 0,00 | 215 | -8,15 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4.191 | -2,33 | 474 | -10,23 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 234 | 0,00 | 26 | -7,14 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 18.589 | -76,78 | 2.103 | -78,70 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 6.300 | 0,00 | 713 | -8,25 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.202 | 0,09 | 362 | -8,12 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 1.971 | 247 | ||||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 2.075 | 0,00 | 235 | -8,24 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.035 | 0,00 | 117 | -7,87 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 34.030 | 2,05 | 3.849 | -7,14 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 181.999 | -4,18 | 20.586 | -12,07 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 27.492 | 155.511 | -13,04 | |||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 11.600 | 25,36 | 1.312 | 15,09 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 72 | 1,41 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 2.297 | 2,59 | 260 | -5,82 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 4.673 | 0,09 | 529 | -8,33 | ||||
| 2026-05-13 | 13F | Bank OZK | 4.268 | -0,26 | 483 | -8,54 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11.717 | -1,41 | 1.325 | -9,49 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 20.208 | 0,00 | 2.286 | -8,23 | ||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 11.595 | -4,78 | 1.312 | -12,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 178.572 | 47,87 | 20.198 | 35,69 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 167.012 | 3,37 | 18.891 | -5,15 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 25.504 | -1,11 | 2.885 | -9,25 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 8.599 | 973 | ||||||
| 2026-05-04 | 13F | Ktf Investments, Llc | 1.900 | -5,00 | 215 | -13,01 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 471.760 | -0,14 | 53.361 | -8,36 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 2.168 | 0,00 | 245 | -8,24 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 2.129 | 0,00 | 241 | -8,40 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3.671 | 5,43 | 415 | -3,26 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 8.752 | 0,06 | 990 | -8,26 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 230.137 | -1,87 | 26.031 | -9,96 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Lantz Financial LLC | 65.117 | 8,03 | 7.365 | -0,86 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 2.637 | -26,85 | 298 | -32,88 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 160 | 0,00 | 18 | -5,26 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7.212 | -4,30 | 816 | -12,18 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 10.548 | 25.626,83 | 1.193 | 23.760,00 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2.356 | 66,50 | 0 | |||||
| 2026-04-27 | 13F | Moneywise, Inc. | 9.910 | 11,26 | 1.121 | 2,10 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 168.047 | 2,53 | 19.008 | -5,92 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7.022 | 18,55 | 794 | 8,77 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 1.832 | -0,87 | 207 | -8,81 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 80.504 | 11,03 | 9.106 | 1,88 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 87.400 | -0,71 | 9.886 | -8,89 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 10.094 | 0,00 | 1.142 | -8,28 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 14.233 | 0,00 | 1.610 | -8,27 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 13.105 | -27,27 | 1.482 | -33,27 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 9.217 | 2,71 | 1.043 | -5,79 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 25.536 | 0,00 | 2.888 | -8,23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 3.196 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Motco | 920 | 0,00 | 104 | -7,96 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 6.674 | -19,17 | 755 | -25,86 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 236 | 0,00 | 27 | -10,34 | ||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 17.098 | 0,00 | 1.934 | -8,26 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 44.147 | -13,28 | 4.993 | -20,43 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 10.645 | 0,00 | 1.204 | -8,23 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1.970.631 | 573,03 | 222.898 | 517,62 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25.122 | 0,26 | 2.842 | -8,00 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 7.332 | 0,00 | 904 | 2,03 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 19.182 | -7,40 | 2.170 | -15,04 | ||||
| 2026-05-13 | 13F | Invst, LLC | 123.530 | -1,48 | 13.972 | -9,59 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 42.611 | 0,89 | 4.820 | -8,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 89.544 | 10.128 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 11.697 | 152,20 | 1.323 | 131,70 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 4.548 | 0,00 | 514 | -8,21 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 314.676 | -0,97 | 37.490 | -4,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10.260 | -3,59 | 1.161 | -13,17 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 13.789 | -0,36 | 1.560 | -8,56 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 8.194 | 927 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 30.005 | 5,20 | 3.394 | -3,47 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 298 | 0,00 | 34 | -8,33 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 41.667 | 40,35 | 4.713 | 28,78 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3.686 | 417 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 119.411 | 0,98 | 13.507 | -7,33 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 43.420 | 6,77 | 4.911 | -2,02 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 19.486 | 0,01 | 2.204 | -8,20 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 18.958 | 4,52 | 2.144 | -4,07 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 492 | 56 | ||||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4.668 | 0,63 | 528 | -7,71 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 104 | 0,00 | 12 | -8,33 | ||||
| 2026-04-24 | 13F | Balentine LLC | 874 | 0,00 | 99 | -8,41 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 32.642 | 14,22 | 3.692 | 4,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3.867 | 0,05 | 437 | -8,19 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6.950 | 0,00 | 786 | -8,18 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 87.339 | 5,42 | 9.879 | -3,27 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 10.215 | 0,00 | 1.155 | -8,26 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 173.380 | 11,54 | 19.611 | 2,35 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 4.999 | -2,23 | 565 | -10,32 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 41.924 | 0,29 | 4.742 | -7,96 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9.500 | 0,00 | 1.033 | -12,47 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.795 | 0,00 | 203 | -8,14 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.030.500 | 99,03 | 116.559 | 82,64 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 161.845 | 7,00 | 18.306 | 0,79 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1.955 | -3,55 | 221 | -11,24 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 36.406 | -1,18 | 4.118 | -9,34 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.164 | 1,55 | 245 | -6,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 44.221 | 202,20 | 5.002 | 177,37 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5.166 | -2,21 | 584 | -10,29 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 353.931 | -8,12 | 40.033 | -15,68 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 290 | 0,00 | 33 | -8,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 100.400 | -0,79 | 11.356 | -8,96 | |||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 17.200 | -80,80 | 1.945 | -82,39 | |||
| 2026-05-12 | 13F | Clark Wealth Partners | 6.183 | -2,40 | 699 | -10,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 61.502 | 4,19 | 6.955 | -4,41 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 25.239 | -0,01 | 2.855 | -8,26 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 15.178 | 0,36 | 1.717 | -7,94 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 62.029 | 17,32 | 7.646 | 55,77 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 7.414 | 839 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 22.726 | 5,48 | 2.571 | -3,20 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6.854 | 11,87 | 775 | 2,65 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 255.627 | -2,17 | 28.914 | -10,22 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 123.717 | -2,56 | 13.994 | -10,59 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 1.677 | -11,55 | 190 | -18,88 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.193 | 24,83 | 587 | 14,65 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 4.517 | -16,58 | 511 | -23,54 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 850 | 96 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 262.431 | 4,11 | 34.239 | 10,10 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.880 | 11,30 | 439 | 2,10 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17.714 | -75,27 | 2.004 | -77,31 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 329.626 | -1,60 | 37.284 | -9,70 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.879 | 0,00 | 232 | 2,21 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 3.243 | -0,86 | 367 | -9,18 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 57.802 | 7,95 | 7.332 | 10,17 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 537 | 0,00 | 61 | -9,09 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 8.506 | 0,40 | 962 | -7,85 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 16.917 | -0,35 | 1.914 | -8,56 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 31.636 | -1,97 | 3.578 | -10,03 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 20.160 | 4,73 | 2.280 | -3,88 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 9.588 | -9,10 | 1.084 | -16,62 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 82.186 | 2,12 | 9.296 | -6,29 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 111.443 | 10,56 | 12.605 | 1,46 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 2.850 | -5,00 | 322 | -12,74 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 727 | 0,00 | 82 | -7,87 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 489.338 | 2,07 | 55.342 | -6,35 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 275.772 | 0,06 | 33.943 | -0,09 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 29.965 | 14,64 | 3.389 | 5,22 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 12.112 | 0,00 | 1.370 | -8,24 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 2.612 | 0,00 | 295 | -8,10 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 9.577 | 0,03 | 1.083 | -8,22 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 67.254 | -6,17 | 7.607 | -13,89 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 3.395 | 0,00 | 384 | -8,13 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 28.034 | -7,66 | 3.171 | -15,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 30.213 | -7,06 | 3.417 | -14,70 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 400 | 0,00 | 45 | -8,16 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 3.530 | 0,00 | 399 | -8,28 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28.825 | -1,17 | 3.260 | -9,32 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 153.137 | -0,24 | 17.321 | -8,45 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 85.326 | -1,37 | 9.651 | -9,52 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 50.761 | -3,62 | 5.742 | 95.583,33 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3.927 | -3,23 | 444 | -11,20 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 9.212 | -9,88 | 1.042 | -17,30 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 19.125 | 2.163 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | MWA Asset Management | 4.290 | -2,81 | 485 | -10,85 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 60.688 | 0,37 | 6.864 | -7,90 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 78.787 | 2,78 | 8.912 | -5,68 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17.554 | -30,74 | 1.986 | -36,44 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 12.087 | 4,30 | 1.367 | -4,27 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 3.118 | -11,95 | 353 | -19,27 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 303 | 37 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 33 | 0,00 | 4 | -25,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 3.920 | 0,00 | 443 | -8,28 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 18.172 | 65,47 | 2.055 | 51,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 270.711 | 8,05 | 30.620 | -0,85 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6.467 | 732 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 60.118 | 0,70 | 7.257 | -0,36 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 265.827 | -2,66 | 30.068 | -10,67 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.539.621 | 5,78 | 400.576 | -2,84 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 3.483 | 0,00 | 394 | -8,39 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 150 | 0,00 | 17 | -11,11 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 11.120 | 69,46 | 1.258 | 55,57 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 19.984 | 8,92 | 2.260 | -0,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.761 | 59,01 | 652 | 45,96 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 29.906 | 0,00 | 3.429 | -7,87 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 410 | 0,00 | 46 | -8,00 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 2.420 | 0,00 | 274 | -8,39 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 91.854 | 0,30 | 10.390 | -7,96 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 36.522 | 0,00 | 4.131 | -8,22 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 90.387 | -1,14 | 10.224 | -9,28 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 4.463 | -2,49 | 505 | -10,64 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Haverford Trust Co | 33.068 | -2,71 | 3.740 | -10,72 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 30.372 | 25,81 | 3.481 | 16,97 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 93.092 | 1,72 | 10.530 | -6,66 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 2.024 | -27,89 | 229 | -33,91 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 30.549 | -6,64 | 3.455 | -14,33 | ||||
| 2026-05-01 | 13F | United Bank | 45.186 | -5,08 | 5.111 | -12,90 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11.181 | 3,08 | 1.265 | -5,46 | ||||
| 2026-05-08 | 13F | Bokf, Na | 303.712 | -21,64 | 34.353 | -28,09 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 88 | 1,15 | 10 | -10,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 3.360 | 2,13 | 438 | 7,88 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 720 | 0,00 | 81 | -7,95 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 7.324 | -5,98 | 828 | -13,75 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2.584 | 292 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.356 | 3,30 | 493 | -5,20 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 5.463 | 7,65 | 618 | -1,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.856.562 | 6,20 | 436 | -2,46 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 6.169 | 0,00 | 698 | -8,29 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 153.383 | 12,36 | 17.349 | 3,11 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 1.076 | 0,00 | 122 | -8,33 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 8.461 | -0,19 | 957 | -8,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6.887 | -12,25 | 779 | -19,54 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 1.944 | -9,71 | 220 | -17,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 410.209 | -2,34 | 46.399 | -11,03 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 2.292 | 0,00 | 259 | -8,16 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 689 | 0,00 | 78 | -8,33 | ||||
| 2026-04-16 | 13F | Security National Bank | 21.439 | 7,56 | 2.425 | -1,30 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 7.045 | 7,74 | 797 | -1,24 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 35.788 | -1,01 | 4.048 | -9,16 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 6.690 | -8,23 | 757 | -15,81 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 2.480 | 0,00 | 281 | -8,20 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 41.201 | 0,00 | 4.660 | -8,23 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 24.588 | -22,44 | 3 | -33,33 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4.185 | 55,52 | 473 | 41,19 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 4.041 | 0,00 | 498 | 2,26 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 382 | 43 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 107 | 12 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3.940 | 0,08 | 446 | -8,25 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 43.241 | 0,00 | 4.891 | -8,24 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 21.973 | 4,04 | 2.485 | -4,53 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 12.463 | 0,04 | 1.410 | -8,21 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2.524 | 13,54 | 285 | 4,01 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 11.537 | -0,40 | 1.305 | -8,62 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 2.650 | 0,00 | 300 | -8,28 | ||||
| 2026-05-11 | 13F | Harvey Capital Management Inc | 6.975 | 0,00 | 789 | -8,27 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 4.872 | 0,00 | 551 | -8,17 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3.864 | 0,00 | 437 | -8,19 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 67.756 | -2,97 | 7.664 | -10,97 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2.567 | -45,28 | 279 | -51,73 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7.096 | 0,00 | 803 | -6,42 | ||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 4.896 | 0,08 | 554 | -8,29 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Laffer Investments | 24.844 | 0,00 | 2.810 | -8,23 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.934 | -4,26 | 1.124 | -12,13 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 1.860 | -4,52 | 210 | -12,86 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 9.354 | -4,65 | 1.058 | -12,49 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30.918 | -0,90 | 3.497 | -9,05 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 3.725 | 0,00 | 421 | -8,28 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 10.486 | -5,99 | 1.186 | -13,68 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 154 | 1,32 | 17 | -5,56 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ewa, Llc | 281.214 | 7,04 | 31.808 | -1,77 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 19.217 | -0,66 | 2.174 | -8,85 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 88.922 | -10,58 | 10.058 | -17,95 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 8.384 | 0,48 | 948 | -7,78 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 7.697 | -22,35 | 871 | -28,75 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 2.867 | 0,00 | 324 | -8,22 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 76.553 | 226,54 | 8.659 | 199,69 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10.176 | 1.151 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 9.003 | 0,00 | 1.018 | -8,21 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 5.680 | -10,10 | 642 | -17,48 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 3.000 | 0,00 | 339 | -8,13 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 147.733 | 3,04 | 16.710 | -5,44 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.984 | 9,93 | 451 | 0,90 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 3.851 | -9,41 | 436 | -16,83 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5.417 | -36,29 | 613 | -41,55 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 95.459 | 0,06 | 10.797 | -8,18 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.557 | 0,81 | 1.081 | -7,53 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 18.701 | -4,35 | 2.115 | -12,20 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.962 | 401,52 | 448 | 361,86 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 4.613 | -0,24 | 522 | -8,44 | ||||
| 2026-05-01 | 13F | American Trust | 19.079 | -9,60 | 2.158 | -17,07 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 256 | -93,80 | 29 | -94,49 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 32.254 | -0,87 | 3.648 | -9,03 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 434.249 | 14,98 | 49.118 | 5,51 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.468.118 | 5,95 | 165 | -4,09 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 229 | 26 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.775 | 201 | ||||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.190 | 0,00 | 135 | -8,22 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 182 | 21 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.933 | 489,33 | 219 | 445,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7.759 | -11,61 | 878 | -18,95 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 4.250 | 1,00 | 481 | -7,51 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 7.883 | 0,01 | 892 | -8,24 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 4.338 | -0,18 | 491 | -8,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42.144 | 8,04 | 4.767 | -0,87 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3.540 | -1,80 | 400 | -9,91 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.422 | -10,98 | 726 | -18,34 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 35.000 | 0,00 | 3.959 | -8,25 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37.826 | -0,42 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3.350 | 7,17 | 379 | -1,82 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 6.248 | 0,00 | 707 | -8,31 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18.893 | -3,29 | 2.137 | -11,25 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1.773 | 0,91 | 201 | -7,41 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8.167 | 0,06 | 924 | -8,25 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 3.552 | -14,74 | 402 | -21,83 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 110.300 | 106,52 | 12.476 | 89,52 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 29.984 | -1,22 | 3.392 | -9,36 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.998 | 339 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 2.499 | 0,00 | 283 | 2,55 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 74.436 | 4,26 | 8.422 | -4,30 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 58.882 | 4,38 | 6.660 | -5,02 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8.555 | -3,91 | 968 | -11,85 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 34.145 | -34,26 | 3.759 | -41,28 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 2.839 | 14,89 | 321 | 5,59 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3.653.783 | -1,21 | 413.279 | -9,35 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 55.941 | -24,82 | 6.327 | -31,51 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 6.247 | 0,00 | 707 | -8,31 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 27.184 | -3,78 | 3.075 | -11,72 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 20.610 | -29,17 | 2.331 | -35,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 516.567 | -1,29 | 58.429 | -9,42 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 249.970 | 30,97 | 28.274 | 20,19 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 6.410 | -1,10 | 790 | 1,02 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 20.113 | -1,83 | 2.275 | -9,94 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 7.074 | 0,08 | 800 | -8,15 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 5.091 | 0,00 | 576 | -8,44 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 3.512 | 0,09 | 397 | -8,10 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 97.159 | -6,42 | 10.990 | -14,13 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 121 | 0,00 | 14 | -7,14 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 11.655 | 107,02 | 1.212 | 74,89 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2.124 | 0,00 | 240 | -8,05 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 325.789 | -6,90 | 36.850 | -14,57 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 251.360 | 9,44 | 28.431 | 0,43 | ||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 2.804 | 34,81 | 0 | |||||
| 2026-05-12 | 13F | Dynamic Financial Group | 5.390 | 0,04 | 610 | -8,28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 422.113 | -2,90 | 47.745 | -10,89 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 16.162 | -0,74 | 1.828 | -8,87 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.671 | 0,07 | 302 | -7,93 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 2.160 | 0,00 | 244 | -8,27 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 3.409 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 6.653 | -4,36 | 753 | -12,25 | ||||
| 2026-05-06 | 13F | Eq Llc | 265.307 | 10,12 | 30.009 | 1,05 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.963 | 4,36 | 222 | -3,90 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 140 | 0,00 | 16 | -11,76 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.887 | 553 | ||||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 23.418 | 10,89 | 2.649 | 1,73 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 736 | 0,00 | 68 | -24,44 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 27.829 | -1,44 | 3.148 | -9,57 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 50.975 | 8,44 | 5.766 | -0,50 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 3.680 | 6,08 | 416 | -2,58 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.335 | 1,71 | 377 | -6,68 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 9.813 | -1,66 | 1.130 | -8,21 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 67.590 | -8,70 | 7.645 | -16,22 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 9.734 | -0,92 | 1.101 | -9,01 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 8.123 | -1,68 | 919 | -9,82 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 59.574 | -64,65 | 6.738 | -67,56 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2.040 | 0,00 | 231 | -8,37 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 2.173 | 0,00 | 246 | -8,24 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 332.587 | -13,96 | 38.118 | -19,99 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 24.657 | 15,48 | 3.200 | 21,59 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 625 | 0,00 | 71 | -9,09 | ||||
| 2026-05-11 | 13F | Collier Financial | 781 | 0,13 | 88 | -8,33 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 44.103 | 0,75 | 4.988 | -7,54 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.890.879 | -10,65 | 440.097 | -18,01 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 32.845 | -0,34 | 3.764 | -7,34 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 610 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 2.366 | -1,05 | 268 | -9,18 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 16.551 | 2,24 | 1.872 | -6,17 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 184 | 0,00 | 21 | -9,09 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2.950 | -1,63 | 334 | -9,76 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 23.755 | 2,99 | 2.687 | -5,49 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 3.499 | -8,57 | 396 | -16,14 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 9.507 | 0,00 | 1.075 | -8,20 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 7.171 | 1,83 | 811 | -6,46 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 267 | 0,00 | 30 | -6,25 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6.420 | 10,94 | 726 | 1,82 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 12.312 | 1,57 | 1.393 | -6,83 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 1.841 | 0,00 | 208 | -7,96 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.572 | 0,08 | 291 | -8,23 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 264.362 | 1,24 | 29.902 | -7,09 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 11.392 | 1,49 | 1 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 11.052 | 0,00 | 1.250 | -8,22 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 36.890 | -10,65 | 4.173 | -18,02 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 2.965 | 335 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 187.275 | 0,64 | 21.183 | -7,65 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 13.847 | 5,40 | 1.566 | -3,27 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3.355 | 56,48 | 379 | 43,56 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 9.769 | 1,81 | 1.105 | -6,60 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 247.312 | 0,00 | 27.973 | -8,23 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.291.428 | 5,32 | 824.735 | -3,35 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 105.824 | 48,62 | 11.970 | 36,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 496.194 | 32,88 | 56.124 | 21,94 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 7.365 | 1,03 | 833 | -7,24 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 14.706 | -7,58 | 1.663 | -15,20 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 3.712 | 24,98 | 420 | 14,48 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 13.584 | 0,94 | 1.536 | -7,36 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 12.062 | 0,00 | 1.396 | -6,56 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.456 | 0,00 | 391 | -8,24 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 3.441 | 0,00 | 389 | -8,25 | ||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3.017 | 0,00 | 341 | -8,09 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 5.812 | -36,22 | 657 | -41,50 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 178.395 | -1,06 | 21.989 | 1,02 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 128.326 | -0,28 | 14.515 | -8,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.653.492 | -2,56 | 187.026 | -10,59 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.541 | 7,22 | 287 | -1,71 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 239 | -98,64 | 27 | -98,75 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 17 | 2 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 17.314 | 4,03 | 1.958 | -4,53 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 5.508 | 32,37 | 623 | 21,68 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 27.341 | 24,14 | 3.093 | 13,93 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 11.787 | 15,83 | 1.333 | 6,30 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3.609 | 0,06 | 408 | -8,11 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 24.597 | -0,17 | 2.782 | -8,40 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 7.051 | 0,00 | 798 | -8,29 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 46.989 | 10,74 | 5.315 | 1,61 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.200 | -4,69 | 136 | -12,90 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 6.003 | 3,88 | 679 | -4,63 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 196.314 | 1,04 | 22.205 | -7,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 24.400 | 23,34 | 3.007 | 20,52 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2.685 | 3,23 | 304 | -5,31 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 29.506 | 3,46 | 3.337 | -7,02 | ||||
| 2026-04-23 | 13F | WealthPoint Financial, LLC | 33.654 | 0,00 | 4.148 | 0,00 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 272.542 | 5,03 | 30.827 | -3,61 | ||||
| 2026-05-05 | 13F | PFG Advisors | 48.898 | 8,94 | 5.531 | -0,04 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 89.328 | 19,44 | 10.104 | 9,60 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 3.830 | 0,00 | 433 | -8,26 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15.284 | 0,98 | 1.729 | -7,35 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3.403 | 5,75 | 385 | -3,03 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 90.740 | -17,33 | 10.264 | -24,08 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.071 | -12,42 | 2.414 | -18,58 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 54.018 | 2,27 | 6.110 | -6,16 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 19.742 | 0,00 | 2.233 | -8,22 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.406.864 | 4,06 | 159.130 | -4,51 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 31.988 | -0,17 | 3.618 | -8,38 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.362.101 | 1,59 | 154.067 | -6,77 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 67.868 | 2,83 | 7.677 | -5,64 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 6.101 | 0,00 | 690 | -8,24 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17.062 | -27,91 | 1.929 | -33,85 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 2.791 | 0,00 | 316 | -8,43 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 32.130 | 23,40 | 3.634 | 13,24 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 3.142 | 0,00 | 355 | -8,27 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 2.461 | 278 | ||||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 83.805 | 98,05 | 9.479 | 81,76 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 88 | 0,00 | 10 | -10,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3.576 | 0,36 | 404 | -7,97 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 6.111 | -0,07 | 803 | 6,64 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1.585 | 179 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 2.352 | -3,45 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 100.635 | 225,71 | 11.383 | 198,90 | ||||
| 2026-02-03 | 13F | Nordwand Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 143.445 | 0,32 | 16.229 | -7,93 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 39.998 | 6,58 | 4.524 | -2,18 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 805 | -82,08 | 91 | -83,54 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.002 | 19,88 | 226 | 10,24 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 82.910 | 5,87 | 9.378 | -2,86 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12.635 | 16,51 | 1.429 | 6,96 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 507 | 0,00 | 62 | -3,17 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22.146 | -1,56 | 2.505 | -9,67 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 159.011 | 9,14 | 17.986 | 0,16 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 23.296 | 0,00 | 2.683 | -7,49 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 46.625 | 13,94 | 5.274 | 4,56 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 54.985 | 37,73 | 6.219 | 26,40 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2.071 | 234 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 27.665 | 2,29 | 3.129 | -6,12 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 5.878 | -11,89 | 665 | -19,22 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 46.485 | -0,02 | 5.258 | -8,27 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 148 | 0,00 | 17 | -11,11 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 19.988 | 4,43 | 2.261 | -4,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2.779 | 0,36 | 314 | -7,92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 42.001 | 0,50 | 4.751 | -7,78 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 118.008 | -7,37 | 13.348 | -15,00 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1.600 | 197 | ||||||
| 2026-05-01 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 78.442 | 5,51 | 8.873 | -3,19 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.572 | -79,83 | 404 | -81,49 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 52.649 | -2,69 | 5.955 | -11,86 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 24.728 | -0,26 | 2.797 | -8,48 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 66.991 | 1,54 | 7.577 | -6,82 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | National Philanthropic Trust | 30.944 | 0,34 | 3.500 | -7,92 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 2.223 | 0,00 | 251 | -8,39 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6.066 | -49,02 | 686 | -53,21 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 335 | -13,66 | 38 | -21,28 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.123 | 2,22 | 693 | -6,23 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 36.872 | 7,42 | 4.171 | -1,42 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 4.659 | -7,91 | 527 | -15,57 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 3.493 | 0,00 | 456 | 6,05 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 839 | 0,00 | 95 | -8,74 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3.364 | -4,32 | 381 | -12,24 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 2.649 | 0,08 | 300 | -8,28 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 16.501 | 0,01 | 1.866 | -8,21 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 226.392 | 4,49 | 25.607 | -4,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 183.538 | 104,71 | 20.760 | 87,86 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 59.697 | -10,59 | 6.752 | -17,96 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 103.734 | 150,90 | 11.733 | 130,24 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 2.000 | 0,00 | 226 | -8,13 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5.493 | -9,30 | 621 | -16,76 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 61.140 | 6,74 | 6.916 | -2,04 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 174.730 | 204,91 | 19.764 | 179,81 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 60.442 | -1,30 | 6.837 | -9,43 | ||||
| 2026-02-10 | 13F | Financially Speaking Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 17.077 | -76,92 | 1.932 | -78,83 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 8.185 | -2,96 | 926 | -10,97 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 3.185 | 0,00 | 360 | -8,16 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 16.412 | -2,41 | 1.856 | -10,42 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 3.528 | -11,98 | 399 | -19,23 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 12.500 | 0,00 | 1.414 | -8,25 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.771 | 0,06 | 200 | -8,26 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 28.559 | -0,77 | 3.230 | -8,94 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 3.388 | 5,84 | 437 | 10,66 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2.090 | 236 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.240 | 63,16 | 140 | 50,54 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 7.931 | 10,80 | 897 | 1,70 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 15.464 | -0,95 | 1.749 | -9,10 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.754.617 | 5,44 | 537.795 | -3,24 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 6.088 | -0,39 | 689 | -9,47 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 16.633 | -1,96 | 1.881 | -10,04 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 2.200 | 0,00 | 249 | -8,49 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 2.677 | 2,41 | 303 | -6,21 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 23.194 | -1,43 | 2.859 | 0,63 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 200 | 0,00 | 23 | -8,33 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 20 | 2 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 5.765 | 78,54 | 652 | 63,82 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 5.080 | 27,10 | 575 | 16,67 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 151.750 | 0,00 | 17.164 | -8,23 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 47.048 | 5,53 | 5.322 | -3,17 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 49.890 | 0,00 | 5.643 | -8,23 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 2.178 | 246 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4.588 | -4,22 | 519 | -12,20 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 13.880 | -21,08 | 1.570 | -28,49 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 213 | 23 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 145.183 | -2,72 | 16.422 | -10,73 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 11.759 | 0,00 | 1.449 | 0,00 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 27.087 | -3,26 | 3.104 | -10,06 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.105 | 9,56 | 917 | 0,55 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 2.067 | -14,30 | 234 | -21,55 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 8.843 | 13,46 | 1.000 | 4,17 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 209.739 | 2,08 | 23.724 | -6,32 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.696 | -1,38 | 757 | -9,45 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 26.964 | -0,03 | 3.324 | 2,09 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 368 | 22,67 | 42 | 13,89 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6.614 | 0,27 | 748 | -8,00 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 23.901 | -8,34 | 3 | -33,33 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 93.456 | 10.571 | ||||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 13.270 | 19,87 | 1.501 | 9,97 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.005 | 0,00 | 227 | -8,50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15.506 | -1,90 | 1.754 | -10,01 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 235.361 | 8,53 | 26.622 | -0,41 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 39.811 | -1,04 | 4.503 | -9,18 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7.260 | 821 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 10.928 | 69,35 | 1.236 | 55,47 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 31.695 | 5,00 | 3.585 | -3,63 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 14.038 | 219,99 | 1.588 | 193,89 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 31.400 | -25,10 | 3.552 | -31,28 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 3.247 | 0,03 | 367 | -8,25 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 4.637 | -50,16 | 1.052 | -8,20 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.718 | 0,00 | 307 | -8,36 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 28 | 0,00 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 2.193 | 0,05 | 248 | -8,15 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 27.608 | -0,06 | 3.123 | -8,31 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 1.726 | 0,00 | 213 | 1,92 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 5.441 | 3,62 | 615 | -4,95 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 10.462 | 95,88 | 1.183 | 79,79 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3.547 | 6,61 | 401 | -2,20 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 225.227 | -1,76 | 25.475 | -9,85 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 78.441 | -1,56 | 8.872 | -9,67 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6.406 | 24,73 | 725 | 14,38 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4.179 | 3,59 | 515 | 5,97 | ||||
| 2026-04-07 | 13F | Eastern Bank | 28.438 | -18,80 | 3.217 | -25,49 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2.249.169 | 6,90 | 254.403 | -1,91 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 10.202 | 9,99 | 1.154 | 0,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 20.889.253 | 5,41 | 2.362.783 | -3,27 | ||||
| 2026-05-13 | 13F | United Services Automobile Association | 39.275 | -34,27 | 4.442 | -39,68 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6.652 | 7,55 | 752 | -1,31 | ||||
| 2026-05-06 | 13F | Jag Capital Management, Llc | 2.708 | 0,00 | 306 | -8,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2.435 | -31,10 | 275 | -36,78 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14.405 | -0,99 | 1.629 | -9,15 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 51.291 | 2,35 | 5.801 | -6,07 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1.258 | -41,30 | 142 | -46,21 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1.111 | 126 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 48.147 | 4,83 | 5.446 | -3,82 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 11.971 | -50,27 | 1.373 | -53,74 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.305 | 4,39 | 2.010 | 6,58 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 57.025 | 0,14 | 6.536 | -6,90 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 4.316 | -17,63 | 488 | -24,34 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 15.644 | 31,47 | 1.770 | 20,67 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 33.964 | -9,54 | 3.842 | -16,99 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 29.511 | -0,75 | 3.338 | -8,92 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 5.136 | 0,00 | 581 | -8,37 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 6.206 | -8,21 | 702 | -15,73 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 118 | 0,00 | 13 | -7,14 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 2.554 | 29,84 | 289 | 19,01 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 11.391 | -8,26 | 1.288 | -15,82 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.175 | 84,70 | 359 | 70,14 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 2.896 | 328 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 5.566 | 0,00 | 630 | -8,31 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 1.715 | 0,00 | 211 | 1,93 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 62.523 | 33,62 | 7.072 | 22,61 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 1.808 | 0,00 | 205 | -8,11 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 4.482 | 17,64 | 507 | 7,89 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 2.830 | 0,00 | 320 | -8,05 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 126.627 | 19,38 | 14.353 | 9,78 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 113.101 | -1,40 | 12.793 | -9,52 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 16.531 | -0,04 | 1.870 | -8,29 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 118.508 | 5,27 | 13.404 | -3,40 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 1.952 | 0,00 | 221 | -8,33 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.712 | 17,83 | 194 | 7,82 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 17.913 | -0,14 | 2.026 | -8,37 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2.276 | 0,04 | 257 | -8,21 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 1.023 | 0,00 | 116 | -8,73 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 5.803 | 43,75 | 656 | 31,99 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 11.954 | 23,00 | 1.352 | 12,85 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 1.817 | 0,00 | 206 | -8,07 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 57.190 | -5,70 | 6.469 | -13,47 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 26.438 | -8,43 | 2.990 | -15,96 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.360 | 20,16 | 267 | 9,92 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3.124 | -2,89 | 353 | -10,86 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 222.836 | 1,45 | 25.205 | -6,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 885.451 | 5,82 | 100.154 | -2,89 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.105 | 0,98 | 690 | -7,38 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 70.185 | -5,08 | 7.630 | -16,28 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 151.882 | 7,99 | 17.179 | -0,91 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 57.040 | -7,25 | 6.452 | -14,89 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 2.801 | 0,00 | 317 | -8,41 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 2.342 | 0,00 | 265 | -8,33 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 210.897 | 0,00 | 211 | 0,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 13.029 | 19,43 | 1.474 | 9,60 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 12.655 | 10,00 | 1.432 | 0,92 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 501.583 | -3,26 | 56.734 | -11,23 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41.470 | 22,60 | 4.691 | 12,50 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 143.216 | 0,37 | 16.199 | -7,90 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 48.590 | -5,75 | 5.496 | -13,52 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 452 | 0,00 | 51 | -7,27 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 59.991 | -48,82 | 6.786 | -53,04 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.998 | 0,00 | 370 | 2,22 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 15.870 | 0,01 | 1.795 | -8,18 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 5.111 | 1,51 | 578 | -6,77 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 88.811 | 43,94 | 10.045 | 32,08 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 35.583 | 2,64 | 4.025 | -5,83 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 81.311 | -22,72 | 10.434 | -19,55 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 4.939 | 46,17 | 559 | 34,13 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 82 | 0,00 | 9 | -10,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8.578.646 | -1,26 | 970.331 | -9,39 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 146.091 | -1,60 | 16.524 | -11,03 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.361 | 60,46 | 1.737 | 47,33 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 20.248 | 0,00 | 2.290 | -8,22 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 11.534 | -0,11 | 1.305 | -8,36 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.704 | 10,94 | 193 | 1,59 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 20.367 | 0,00 | 2.548 | 3,41 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 5 | 1 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 714 | 81 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 33.042 | 258,18 | 3.937 | 242,26 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 5.177 | 0,00 | 586 | -8,31 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 6.322 | 715 | ||||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 3.262 | 0,00 | 369 | -8,46 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.585 | 0,00 | 405 | -8,16 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 126.503 | 5,86 | 14.309 | -2,86 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 725 | 0,00 | 82 | -7,87 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 66.443 | -1,51 | 7.515 | -9,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18.422 | -5,37 | 2.084 | -13,17 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4.452 | 0,00 | 504 | -8,21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 6.893 | 162,49 | 780 | 141,18 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 2.435 | -47,35 | 275 | -51,75 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4.595 | 0,00 | 520 | -8,30 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 12.353 | 30,91 | 1.397 | 20,12 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 3.043 | -8,21 | 344 | -15,69 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 10.784 | 0,26 | 1.220 | -8,00 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 9.314 | -0,31 | 1.053 | -8,51 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 3.643 | 0,00 | 412 | -8,24 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 338.159 | 0,53 | 38.249 | -7,84 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1.027 | 6,42 | 116 | -1,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 369.582 | 0,10 | 41.803 | -8,15 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 190.231 | 0,70 | 21.517 | -7,59 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 53.483 | 0,29 | 6.049 | -7,97 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2.276 | 2,71 | 257 | -5,86 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 91.318 | -2,59 | 10.329 | -10,61 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13.542 | 1,32 | 1.532 | -7,04 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 16.453 | 0,00 | 1.861 | -8,24 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 51.825 | -1,37 | 5.862 | -9,50 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2.724 | 0,00 | 308 | -8,06 | ||||
| 2026-05-06 | 13F | Jennison Associates Llc | 2.342 | -28,51 | 265 | -34,49 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 6.490 | 0,00 | 734 | -8,14 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | City Holding Co | 7.415 | -5,70 | 839 | -13,52 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 2.026 | 229 | ||||||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | 7.426 | 840 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 1.880 | 0,00 | 213 | -8,23 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4.319 | 8,16 | 489 | -0,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 28.935 | 390,42 | 3.273 | 350,07 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 370.845 | 5,17 | 41.946 | -3,49 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 1.814 | 0,00 | 205 | -8,07 | ||||
| 2026-04-10 | 13F | Novem Group | 37.469 | 87,35 | 4.238 | 71,93 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 7.373 | 7,17 | 834 | -1,77 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 36.994 | -35,46 | 4.806 | -32,84 | ||||
| 2026-05-07 | 13F | S&co Inc | 33.695 | 0,00 | 4 | -25,00 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 2.186 | 0,00 | 285 | 6,74 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 175.041 | 7,36 | 19.799 | -1,48 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 9.299 | 2,15 | 1.052 | -6,33 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10.201 | -2,16 | 1.154 | -10,27 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 7.050 | 0,03 | 797 | -8,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 673.356 | 3,06 | 76.163 | -5,43 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 38.615 | -49,82 | 4.368 | -53,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 350.382 | -15,99 | 39.632 | -22,90 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 261.939 | 3,22 | 32.287 | 5,39 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 18.485 | 1,42 | 2.091 | -8,17 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 10.250 | 0,00 | 1.159 | -8,23 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25.594 | -0,99 | 2.895 | -9,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.011 | 1,93 | 227 | -6,58 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 186 | -88,48 | 23 | -88,66 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4.414 | 544 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.856 | -19,51 | 231 | -18,95 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 59 | 0,00 | 7 | -14,29 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 3.986 | 0,00 | 504 | 4,36 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 7.986 | -9,53 | 903 | -17,00 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 4.437 | 0,00 | 502 | -8,24 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 23.131 | 23,94 | 2.922 | 27,04 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 207.466 | -4,10 | 23.466 | -12,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 208.732 | 2,71 | 23.610 | -5,74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16.367 | 21,64 | 1.851 | 11,64 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6.413 | 3,00 | 725 | -5,48 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4.097 | 0,10 | 463 | -8,13 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 52.521 | 5,16 | 5.941 | -3,49 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 25.616 | 0,00 | 2.897 | -8,24 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 33.549 | -8,37 | 3.795 | -15,91 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 5.092 | -20,00 | 576 | -26,66 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 133.149 | 2,25 | 15.060 | -6,17 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 22.694 | 0,74 | 2.567 | -7,56 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 19.670 | -0,15 | 2.225 | -8,40 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 77.313 | 0,18 | 8.745 | -8,07 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1.061 | 3,71 | 120 | -4,76 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 98.946 | 0,25 | 11.192 | -8,01 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 7.982 | -2,03 | 903 | -10,16 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 5.096 | 0,00 | 576 | -8,28 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 15.539 | 3,41 | 1.758 | -5,13 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 3.256 | 0,00 | 368 | -8,23 | ||||
| 2026-05-04 | 13F | Nwam Llc | 38.500 | -4,96 | 4.355 | -13,53 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.023 | 21,07 | 342 | 11,07 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 97.619 | 16,67 | 11.042 | 7,06 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 98.028 | -1,00 | 11.088 | -9,15 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 502.832 | -20,21 | 56.875 | -26,78 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 708 | 0,00 | 80 | -8,05 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 12.626 | -1,24 | 1.428 | -9,33 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 40.270 | -71,64 | 4.555 | -74,17 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 7.588 | 61,38 | 858 | 48,19 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 71.882 | -10,98 | 8.131 | -18,31 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 2.185 | 0,00 | 247 | -8,18 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 593.468 | -0,84 | 67.127 | -9,00 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 3.762 | -5,29 | 426 | -13,09 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 2.781 | 0,00 | 315 | -8,19 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 5.810 | 108,92 | 657 | 92,11 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2.716 | 1.911,85 | 311 | 1.843,75 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.618 | 59,34 | 296 | 46,53 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 35.358 | 1,24 | 3.999 | -7,09 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 29.612 | 85,79 | 3.349 | 70,52 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 2.319 | -41,65 | 262 | -46,42 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 147.235 | -10,57 | 16.654 | -17,93 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 11.370 | 0,04 | 1.286 | -8,14 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 92.695 | 1,68 | 10.485 | -6,69 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8.665 | 1,94 | 980 | -6,40 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 35.132 | 13,66 | 3.974 | 4,31 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 72.391 | 25,42 | 8.188 | 15,10 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 15.572 | -44,65 | 1.761 | -49,21 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 385 | -53,89 | 44 | -57,84 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 1.940 | 5,43 | 219 | -3,10 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3.239 | 0,03 | 366 | -8,27 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 156.051 | 0,08 | 17.651 | -8,16 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 225.632 | -18,24 | 25.521 | -24,97 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 239.108 | -1,41 | 27.046 | -9,53 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 166.649 | -6,73 | 18.850 | -14,42 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 4.525 | 0,00 | 512 | -8,26 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 37.532 | 0,00 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 18.549 | -0,54 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 49.323.629 | 13,01 | 5.578.996 | 3,70 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 198.289 | 5,61 | 22.428 | -3,09 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 23.386 | 4,43 | 2.645 | -4,17 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7.800 | 0,01 | 882 | -8,70 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 10.725 | 165,80 | 1.213 | 144,06 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.351 | 0,07 | 153 | -8,43 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 12.833 | -54,20 | 1.452 | -57,98 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 1.805 | -0,06 | 204 | -8,11 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 148.261 | 2,67 | 16.770 | -5,79 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 26.284 | 0,00 | 2.973 | -8,24 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.806 | 17,94 | 430 | 8,31 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 31.546 | -0,02 | 3.568 | -9,12 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 5.025 | -0,20 | 568 | -8,39 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.807 | 0,06 | 204 | -8,11 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 2.164 | 0,00 | 245 | -8,27 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 4.043 | -3,58 | 457 | -11,43 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 14.322 | -54,46 | 2 | -66,67 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 957 | 0,00 | 111 | -6,78 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 9.736 | 0,00 | 1.101 | -8,25 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.380 | 16,59 | 382 | 7,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3.733 | 0 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35.738 | -53,63 | 4 | -55,56 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 23.913 | -10,19 | 2.705 | -17,59 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 19.913 | 8,10 | 2.252 | -0,79 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1.883 | 213 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 105 | 0,00 | 12 | -8,33 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 3.913 | 0,00 | 443 | -8,30 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 104.868 | 12,67 | 11.862 | 3,39 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 20.500 | -3,21 | 2.319 | -11,19 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 37.556 | -12,62 | 4.216 | -20,41 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 3.914.423 | -3,36 | 442.760 | -11,32 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4.171 | 0,00 | 472 | -8,37 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 45.110 | 4,21 | 5.102 | -4,37 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 28.970 | 0,00 | 3.277 | -8,24 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2.897 | 2,58 | 328 | -6,03 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 5.689 | 0,00 | 687 | -2,14 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 76.938 | -13,38 | 8.702 | -20,52 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 5.006 | 57,42 | 566 | 44,76 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 43.327 | 68,44 | 4.901 | 54,57 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 168.066 | 2,36 | 19.010 | -6,07 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.668 | 24,50 | 980 | 12,90 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 7.819 | -70,43 | 884 | -72,87 | ||||
| 2026-05-01 | 13F | Avion Wealth | 3 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 6.324 | 0,00 | 715 | -8,22 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 3.309 | -1,69 | 374 | -9,66 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 2.675 | 0,07 | 303 | -8,21 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 581 | 0,00 | 66 | -8,45 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 12.536 | 1,89 | 1.418 | -6,53 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 40.790 | -2,83 | 4.614 | -10,84 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.968 | 158,82 | 1.014 | 137,47 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 102.690 | 4,46 | 11.615 | -4,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.783 | 7,35 | 428 | -2,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 110.975 | 7,90 | 12.552 | -0,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 6.318 | 0,08 | 715 | -8,23 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 7.685 | 0,00 | 869 | -8,24 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 5.632 | 6,34 | 637 | -2,30 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 838 | 0,00 | 95 | -8,74 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 9.390 | -0,63 | 1.062 | -8,76 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 27.280 | -3,01 | 3.086 | -11,02 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.246 | 141 | ||||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 48.316 | -1,17 | 5.465 | -9,33 | ||||
| 2026-05-14 | 13F | Prudential Plc | 5.600 | -68,18 | 633 | -70,82 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2.227 | 252 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 6.127 | -1,62 | 693 | -9,65 | ||||
| 2026-04-22 | 13F | Integrated Wealth Management | 17.343 | -1,47 | 1.962 | -9,59 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 8.692 | -23,20 | 1.072 | -23,17 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 55.044 | 365,69 | 6.226 | 327,61 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 87.925 | 2,54 | 9.945 | -5,90 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30.973 | 12,21 | 3.503 | 2,97 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 68.139 | 9,60 | 7.707 | 0,59 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 105.361 | 5,03 | 13.608 | 10,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 158.894 | 4,45 | 17.973 | -4,15 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6.371 | -2,60 | 721 | -10,67 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.777.915 | 0,06 | 540.430 | 91.809,86 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 113.698 | 9,15 | 12.860 | 0,16 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7.633 | -13,25 | 941 | -11,49 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 168.957 | -1,54 | 19.111 | -9,65 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 6.654 | -4,74 | 753 | -12,66 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 183.804 | 193,33 | 20.790 | 169,20 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6.362 | -3,52 | 720 | -11,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 584.236 | 13,57 | 66.083 | 4,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4.286.127 | 43,40 | 484.804 | 31,59 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 162.293 | 2,99 | 18.357 | -5,49 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5.352 | 0,00 | 605 | -8,19 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 25.530 | -0,39 | 2.888 | -8,61 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17.132 | 9,18 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 7.521 | 0,00 | 851 | -8,21 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 485 | -40,49 | 55 | -46,00 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 2.567 | 0,00 | 290 | -8,23 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 83.950 | -65,22 | 10.348 | -64,49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 2.433 | 0,08 | 280 | -6,35 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4.426 | -1,78 | 501 | -9,91 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21.352 | -0,33 | 2.415 | -8,52 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35.580 | 474,98 | 4 | |||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 17.632 | -0,06 | 1.994 | -8,28 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.044 | 82,34 | 231 | 67,39 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 49 | -86,00 | 6 | -16,67 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 48.017 | -4,06 | 5.431 | -11,96 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 2.342 | -52,73 | 265 | -56,72 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 90.641 | -74,13 | 10.252 | -76,26 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6.714 | -75,07 | 800 | -75,88 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 91.083 | 17,73 | 10.302 | 8,66 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.810 | -7,50 | 544 | -15,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 4.151 | 0,00 | 470 | -8,22 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 35.261 | 10,65 | 3.988 | 1,55 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 25.906 | -6,51 | 2.930 | -14,20 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 1.969 | 20,95 | 223 | 11,00 | ||||
| 2026-04-28 | 13F | Parthenon Llc | 5.136 | 0,00 | 581 | -8,37 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 743 | -2,37 | 84 | -9,68 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 12.082 | -7,68 | 1.658 | 11,05 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3.932 | 16,06 | 411 | -1,44 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13.246 | -13,93 | 1.710 | -10,05 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 132.318 | 7,76 | 17.178 | 12,98 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 17.969 | -17,03 | 2.033 | -23,87 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2.323 | -25,64 | 263 | -31,95 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 31.311 | 0,03 | 3.542 | -8,22 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 25.141 | 7,27 | 2.844 | -1,56 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1.812 | 205 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 501 | 0,00 | 57 | -8,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 288.430 | 8,03 | 32.624 | -0,86 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 2.485 | 0,00 | 281 | -8,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.759 | 1.556 | ||||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 704 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | XML Financial, LLC | 44.680 | 22,63 | 5.054 | 12,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3.509 | -2,45 | 397 | -10,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3.800 | -86,90 | 430 | -88,00 | |||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 7.393 | 0,00 | 836 | -8,23 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 2.088 | 0,00 | 236 | -8,17 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 11.292 | -0,23 | 1.277 | -8,46 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 10.856 | 0,00 | 1.228 | -8,30 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 18.130 | 11,59 | 2.051 | 2,40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 48.300 | 23,21 | 5.463 | 13,08 | |||
| 2026-05-12 | 13F | GGM Financials LLC | 95 | 0,00 | 11 | -9,09 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 28.400 | -24,87 | 3.212 | -31,06 | |||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Simmons Bank | 12.956 | -2,20 | 1.465 | -10,23 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Next Capital Management LLC | 67.879 | 3,84 | 7.678 | -4,72 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 3.426 | 29,48 | 388 | 18,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.977.675 | 10,65 | 223.695 | 1,54 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 6.104 | 0,00 | 690 | -8,24 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 9.314 | 2,15 | 1.077 | -4,10 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20.564 | 79,55 | 2.326 | 64,78 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 356 | 0,00 | 40 | -6,98 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2.720 | 308 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 11.261 | -1,49 | 1.297 | -9,24 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2.082 | -6,89 | 235 | -14,55 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 17.667 | 1.998 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 13.709 | 0,00 | 1.551 | -8,23 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 5.646 | 2,21 | 639 | -6,18 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 148.706 | 1,95 | 16.820 | -6,44 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 274 | 31 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 3.014 | 341 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 2.960 | -6,36 | 335 | -14,14 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 211.406 | 6,91 | 23.912 | -1,89 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5.030 | 2,51 | 569 | -5,96 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 20.142 | -0,60 | 2.278 | -8,77 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 15.757 | 9,29 | 1.782 | 0,28 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 44.172 | -1,83 | 4.996 | -9,90 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 4.200 | 0,00 | 475 | -8,12 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 15.685 | -0,73 | 1.774 | -8,89 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 4.816 | -1,85 | 545 | -9,93 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 66.303 | 5,19 | 7.500 | -4,29 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 42.076 | 13,06 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 224.526 | 8,56 | 25.396 | -0,38 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 15.052 | 12,71 | 1.877 | 12,34 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 288.548 | -6,89 | 32.638 | -14,56 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 8.220 | 1,29 | 930 | -7,10 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 1.113 | 0,00 | 126 | -8,76 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6.356 | 0,49 | 719 | -7,83 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5.534 | 0,00 | 626 | -8,36 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.268 | 2.179 | ||||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2.552 | 0,00 | 289 | -8,28 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 9.426 | 0,27 | 1.066 | -7,94 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 774 | -7,64 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 10.774 | -12,41 | 1.367 | -9,89 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 20.748 | 3,40 | 2.347 | -5,14 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 14.000 | 0,00 | 1.584 | -8,23 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 1.800 | -35,71 | 204 | -41,16 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.777 | 201 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 21.020 | -14,47 | 2.378 | -21,53 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 5.139 | 0,00 | 581 | -8,21 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 47.411 | -1,80 | 5.363 | -9,90 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 44.019 | 4,69 | 4.979 | -3,94 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 99.242 | 21,63 | 11.225 | 11,61 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 4.558 | 3,36 | 516 | -5,16 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 592.856 | -27,36 | 67.947 | -32,46 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 13.822 | -0,23 | 1.563 | -8,44 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 22.097 | -2,75 | 2.499 | -10,75 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 6.616 | 0,68 | 748 | -7,54 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 2.400 | 0 | ||||||
| 2026-05-04 | 13F | Worth Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 180.794 | 2,93 | 20.450 | -5,55 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 10.079 | 74,92 | 1.140 | 60,56 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2.709 | -8,23 | 306 | -15,70 | ||||
| 2026-05-13 | 13F | Nicollet Investment Management, Inc. | 2.324 | 0 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | -96,62 | 2 | -97,37 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 324 | 37 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 9.255 | -1,43 | 1.047 | -9,59 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.838 | -2,97 | 547 | -10,91 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 10.598 | 0,00 | 1.199 | -8,27 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 4.200 | -4,55 | 475 | -12,36 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 15.632 | -5,39 | 1.768 | -13,16 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4.005 | -13,41 | 453 | -20,53 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | TL Private Wealth | 8.364 | -18,81 | 1.009 | -21,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 6.697 | -0,48 | 757 | -8,69 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 79.408 | -0,70 | 8.982 | -8,88 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 8.351 | -1,87 | 945 | -9,92 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20.854 | 7,24 | 2.359 | -1,59 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7.765 | 0,22 | 878 | -8,06 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 2.328 | -5,63 | 263 | -13,49 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 90.806 | -11,82 | 10.271 | -19,08 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5.569 | 51,00 | 782 | 72,03 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 5.111 | 0,00 | 578 | -8,11 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3.078 | 8,27 | 348 | -0,57 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 55.002 | 2,33 | 6.221 | -6,10 | ||||
| 2026-05-04 | 13F | Sterling Group Wealth Management, LLC | 62.086 | 0,12 | 7.023 | -8,13 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 266.271 | -8,61 | 30.118 | -16,14 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3.717 | 7,24 | 420 | -1,64 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 7.318 | 0,00 | 828 | -8,31 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 39.253 | -62,57 | 4.440 | -65,66 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 248.772 | 4,15 | 28.139 | -4,43 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 508.502 | 8,23 | 57.517 | -0,68 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 2.052 | 0,10 | 232 | -7,94 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 4.820 | -1,23 | 546 | -9,32 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 7.063 | -2,53 | 799 | -10,64 | ||||
| 2026-04-16 | 13F | Friday Financial | 11.744 | 0,00 | 1.328 | -8,22 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 5.857 | -25,63 | 662 | -31,75 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 2.263 | -3,62 | 256 | -11,76 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 30.678 | 36,19 | 3.470 | 24,96 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 445 | 0,00 | 50 | -7,41 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23.807 | -6,93 | 2.693 | -14,62 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 47.412 | 5.363 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17.823 | -4,05 | 2.016 | -11,97 | ||||
| 2026-05-06 | 13F | Barings Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 10.865 | -93,19 | 1.229 | -93,75 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1.418 | 7,67 | 160 | -1,23 |
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