Basisstatistiken
| Institutionelle Eigentümer | 732 total, 732 long only, 0 short only, 0 long/short - change of -4,07% MRQ |
| Durchschnittliche Portfolioallokation | 0.7628 % - change of 1,91% MRQ |
| Institutionelle Aktien (Long) | 71.836.637 (ex 13D/G) - change of -0,57MM shares -2,12% MRQ |
| Institutioneller Wert (Long) | $ 6.708.449 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (MX:MOAT) hat 732 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 71,836,637 Aktien. Die größten Aktionäre sind Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, Mesirow Financial Investment Management, Inc., Boulay Financial Advisors, LLC, Wells Fargo & Company/mn, Jones Financial Companies Lllp, Commonwealth Equity Services, Llc, and Cetera Investment Advisers .
VanEck ETF Trust - VanEck Morningstar Wide Moat ETF (BMV:MOAT) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2.198 | -0,27 | 213 | -7,02 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 3.163 | 0,00 | 306 | -6,73 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1.851 | 0,00 | 179 | -9,18 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 7.690 | -36,69 | 744 | -40,89 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.670 | 258 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 27.423 | -0,71 | 2.787 | -4,03 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 15.516 | -1,29 | 1.500 | -7,81 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.942 | -3,50 | 381 | -9,93 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.539 | -25,68 | 439 | -30,70 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 35.492 | 3 | ||||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 11.000 | 0,00 | 1.064 | -6,67 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2.700 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20.736 | -2,97 | 2.005 | -9,40 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 10.764 | -5,55 | 1.041 | -11,86 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12.477 | -3,63 | 1.207 | -10,00 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 20.941 | 3,97 | 2.025 | -2,88 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 35.697 | 1,77 | 3.452 | -4,98 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 39.678 | -22,25 | 3.837 | -24,28 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 81.617 | -31,78 | 7.892 | -36,30 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7.208 | 33,04 | 697 | 24,24 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 667 | -45,95 | 64 | -49,61 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 37.964 | -55,06 | 3.671 | -58,04 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2.899 | -0,17 | 280 | -6,67 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 2.220.212 | 4,10 | 214.695 | -2,79 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 42.148 | -10,32 | 4.076 | -16,26 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 164.447 | -0,65 | 15.902 | -7,23 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 8.808 | 0,00 | 852 | -6,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 144.328 | -12,10 | 13.957 | -17,92 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 21.971 | -13,47 | 2.125 | -19,21 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 43.700 | -1,99 | 4.226 | -8,49 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 138 | 0,00 | 13 | -7,14 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6.738 | 0,00 | 652 | -6,60 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 13.324 | -84,49 | 1.287 | -85,73 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2.681 | -2,12 | 259 | -8,48 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 31.893 | 14,70 | 3.084 | 152,17 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 393.572 | -9,40 | 38.058 | -15,40 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 11.025 | -55,15 | 1.066 | -58,11 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 136.439 | 1,87 | 13.194 | -4,88 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 71.898 | -15,01 | 6.952 | -20,64 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1.094 | 0,00 | 106 | -7,08 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.009 | 3,77 | 484 | -3,01 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 15.310 | -90,19 | 1.481 | -90,85 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 11.660 | -60,20 | 1.131 | -62,74 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 481 | 47 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 68.990 | 0,00 | 6.671 | -6,63 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 285.066 | 1,99 | 27.566 | -4,77 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1.400 | 0,00 | 135 | -6,25 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5.107 | 23,06 | 494 | 14,92 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3.799 | -6,52 | 367 | -12,62 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 282 | 0,00 | 27 | -6,90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 38.551 | -9,61 | 3.728 | -15,60 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 16.062 | 13,42 | 1.553 | 5,93 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 5.043 | 522 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 3.985 | 0,00 | 385 | -6,55 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 53.109 | -0,26 | 5.136 | -6,87 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 219.384 | 2,62 | 21.214 | -4,18 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 6.903 | 212,49 | 667 | 192,54 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 13.874 | -18,46 | 1.342 | -23,85 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 30.280 | 21,35 | 2.928 | 13,31 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 73.381 | 1,65 | 7.096 | -5,10 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 318.628 | -31,72 | 30.811 | -36,24 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 6.554 | 634 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 13.342 | 14,87 | 1.290 | 7,32 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 44.436 | 2,41 | 4.297 | -4,38 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | CapWealth Advisors, LLC | 2.786 | 0,00 | 269 | -6,60 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.690 | 1,16 | 550 | -5,50 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11.533 | -0,75 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 3.105 | 0,00 | 300 | -6,54 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 4.770 | -84,53 | 461 | -85,56 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 149.422 | -6,48 | 14.449 | -12,67 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 102 | 10 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 82.897 | -2,79 | 8.016 | -9,23 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.005 | 0,04 | 814 | -1,81 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 5.215 | -8,27 | 504 | -14,29 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 124.658 | 0,82 | 12.054 | -5,86 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 23.789 | -5,05 | 2.300 | -11,33 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 39.116 | -13,51 | 3.783 | -19,24 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 484.623 | 2,70 | 46.863 | -4,10 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 213.756 | 1,21 | 20.670 | -5,49 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 63.767 | -1,55 | 6.166 | -8,07 | ||||
| 2026-05-15 | 13F | Cutler Capital Management, LLC | 36.753 | 20,12 | 3.554 | 12,18 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 54 | 5 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 130.935 | 5,73 | 12.397 | -3,34 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16.444 | -6,00 | 1.590 | -12,20 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 13.802 | -2,93 | 1.335 | -9,37 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.461 | -10,43 | 1.108 | -16,38 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 13.423 | -0,98 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 104.611 | -0,56 | 10.116 | -7,16 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 66.093 | 6.391 | ||||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 8.298 | -11,40 | 802 | -17,23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.690 | 1,74 | 357 | -5,07 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 4.824 | -5,74 | 466 | -12,08 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 5.427 | -10,95 | 525 | -16,96 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 386.988 | 1,29 | 37.422 | -5,42 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 447 | 0,00 | 43 | -6,52 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 358.066 | -4,41 | 34.625 | -10,75 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.968 | -22,03 | 480 | -27,16 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.943 | 381 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 18.254 | -2,94 | 1.765 | -9,35 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 6.891 | 4,39 | 666 | -2,49 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 3.900 | 377 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 58.428 | -1,52 | 5.650 | -8,06 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4.137 | 10,29 | 400 | 3,09 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.782 | 0,00 | 269 | -6,94 | ||||
| 2026-04-28 | 13F | Paller Financial Services Inc | 70.934 | -1,86 | 6.859 | -8,35 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 1.500 | 0,00 | 145 | -6,45 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 4.079 | 14,00 | 394 | 11,30 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tacita Capital Inc | 57.524 | -9,97 | 5.563 | -15,93 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 4.950 | -7,39 | 479 | -13,56 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 21.694 | -91,24 | 2.098 | -91,83 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.276 | -75,02 | 800 | -76,68 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 209 | 0,00 | 20 | -4,76 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2.801 | -6,66 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 750 | 73 | ||||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 6.540 | 0,00 | 632 | -6,65 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15.143 | -2,90 | 1.540 | -7,67 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 600 | -7,69 | 58 | -13,43 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 6.464 | -0,42 | 625 | -6,99 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 8.011 | -0,36 | 775 | -6,97 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6.686 | -5,23 | 647 | -11,51 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 77 | 0,00 | 7 | 0,00 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 31.133 | 0,01 | 3.011 | -6,61 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 19.535 | 0,00 | 1.889 | -6,62 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 21.978 | -2,35 | 2.125 | -8,80 | ||||
| 2026-04-24 | 13F | Randolph Co Inc | 2.440 | 11,47 | 236 | 3,98 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 67.241 | 1,14 | 6.502 | -5,55 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6.228 | -21,31 | 602 | -26,50 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 50 | 5 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 44.639 | -5,32 | 4.317 | -11,59 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 22.541 | 2,19 | 2.180 | -4,60 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 3.033 | 0,13 | 293 | -6,39 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 36.357 | 3.516 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 46.605 | -70,91 | 4.507 | -72,84 | ||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 248.065 | -1,77 | 23.988 | -8,28 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 5.219 | -3,06 | 505 | -9,52 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 21.227 | -1,95 | 2.047 | -8,70 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 658.249 | 5,10 | 63.653 | -1,86 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 513 | 0,00 | 50 | -7,55 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 9.540 | -16,51 | 923 | -22,06 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 5.329 | 0,00 | 546 | -2,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.369.181 | -11,82 | 141.792 | 92.574,51 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 87.987 | -0,45 | 8.508 | -7,05 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 89.402 | -0,30 | 8.645 | -6,90 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 8.742 | 0,00 | 838 | -6,26 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.307 | -1,83 | 223 | -10,44 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 67.155 | 1,45 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 107.093 | 26,60 | 10.356 | 18,21 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 26.079 | -8,69 | 2.522 | -14,74 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.242 | -70,01 | 216 | -72,09 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 15.166 | -0,99 | 1.467 | 146.500,00 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 4.026 | -0,49 | 389 | -6,94 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 3.025 | 293 | ||||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 85.071 | -0,39 | 8.226 | -6,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 452.163 | -12,49 | 43.724 | -18,29 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 13.344 | -8,88 | 1.290 | -14,91 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 12.976 | 9,69 | 1.255 | 2,37 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.625 | -49,44 | 254 | -52,89 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 33.103 | -0,82 | 3.201 | -7,38 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.553 | -36,90 | 344 | -42,55 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 542.530 | 5,71 | 52.463 | -1,30 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35.113 | -1,75 | 3.636 | 2,68 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6.739 | 6,82 | 652 | -0,31 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 20.640 | 2,78 | 1.996 | -4,04 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 79.505 | -15,14 | 7.688 | -20,75 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 29.000 | -1,39 | 2.804 | -7,91 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 302.917 | 2,35 | 29.292 | -4,43 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 54.641 | -1,73 | 5.284 | -8,25 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 111.293 | 10.762 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 850 | 82 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 17.138 | -15,19 | 1.657 | -20,79 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 17.407 | 1.683 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 125 | 12 | ||||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 398 | 85,98 | 39 | 72,73 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 309 | 32 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 13.733 | -1,37 | 1.328 | -7,91 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 262 | 25 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 8.053 | -21,17 | 779 | -26,40 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 3.050 | 0,00 | 295 | -9,82 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.923 | 292 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 162 | 0,00 | 16 | -6,25 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 238 | -41,95 | 23 | -47,62 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 290 | 2,11 | 28 | -3,45 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 494 | 0,00 | 48 | -7,84 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 4.891 | -11,39 | 473 | -17,34 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 700 | 0,00 | 68 | -6,94 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 5.370 | -1,79 | 529 | -9,73 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.555 | 0,00 | 441 | -6,58 | ||||
| 2026-02-02 | 13F | Essex Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2.200 | 0,00 | 213 | -6,61 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Farrell Financial LLC | 46.961 | -1,67 | 4.541 | -8,17 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 182.613 | 5,57 | 17.659 | -1,43 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21.506 | 1,46 | 2.080 | -5,28 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.323 | -4,62 | 1.380 | -0,36 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 39.554 | -18,23 | 3.825 | -23,66 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 8.667 | 0,73 | 898 | 5,40 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 5.704 | -75,01 | 552 | -76,68 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 683 | 130,74 | 66 | 120,00 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 14 | 0,00 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 2.648 | 0,00 | 256 | -6,57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 213 | 0,00 | 21 | -9,09 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 129 | 12 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.378.573 | 11,28 | 129.986 | 1,31 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 191.550 | 7,74 | 18.523 | 0,60 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.833 | 38,73 | 371 | 29,37 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.862 | 0,00 | 180 | -6,25 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 2.611 | 7,63 | 252 | 0,40 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 5.491 | 5,27 | 531 | -1,85 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 2.400 | 0,21 | 232 | -6,45 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 126.479 | -2,00 | 12.230 | -8,49 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 172.083 | -3,58 | 16.640 | -9,97 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 220.334 | 187,70 | 21.866 | 175,70 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.057 | 104,88 | 0 | |||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 41.404 | 7,28 | 4.004 | 0,18 | ||||
| 2026-04-24 | 13F | Whelan Financial | 4.474 | 0,00 | 433 | -6,70 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 55.504 | -42,76 | 5.367 | -46,55 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 458 | 0,00 | 44 | -6,38 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 11.189 | 0,00 | 1.082 | -6,56 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 2.115 | 205 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 91.115 | 8.811 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 203.930 | -1,85 | 19.720 | -8,35 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 75 | 0,00 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 8.242 | 0,00 | 797 | -6,57 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 4.060 | 0,00 | 393 | -6,67 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.520 | 11,50 | 340 | 4,29 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 124.240 | -0,66 | 12.014 | -7,25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.195 | 0,00 | 116 | -6,50 | ||||
| 2026-01-22 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 11.327 | -8,40 | 1.095 | -14,45 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 203.944 | 4,27 | 19.721 | -2,64 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 7.006 | 0,33 | 678 | -6,36 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 85 | 0,00 | 8 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 284.664 | -19,91 | 26.201 | -30,72 | ||||
| 2026-05-12 | 13F | Creative Planning | 232.406 | 8,30 | 22.474 | 1,12 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.800 | 0,00 | 464 | -8,30 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 38.270 | -7,63 | 3.701 | -13,75 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 196.899 | -23,53 | 7.448 | -72,07 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.670 | 118,02 | 742 | 103,57 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.803 | 0,00 | 368 | -6,62 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.289 | -42,72 | 511 | -46,55 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 391.354 | 10,19 | 37.844 | 2,89 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 58.407 | -13,55 | 5.648 | -19,27 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69.144 | -16,87 | 6.686 | -22,37 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 16.550 | 15,24 | 1.714 | 20,38 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 84 | 55,56 | 8 | 60,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 7.145 | 46,00 | 691 | 36,36 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2.435 | -2,33 | 235 | -8,91 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.864 | 0,03 | 277 | -6,76 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 12.787 | -3,45 | 1.237 | -9,85 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.627 | 0,00 | 157 | -6,55 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 404.482 | 1,20 | 39.113 | -5,51 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 230 | 0,00 | 22 | -4,35 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 3.307 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9.843 | -2,56 | 952 | -9,08 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28.109 | -3,05 | 2.718 | -9,46 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 832 | 80 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 235.842 | 2,52 | 22.806 | -4,27 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.363 | -11,78 | 132 | -18,12 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.871 | -39,07 | 664 | -43,10 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sageworth Trust Co of South Dakota | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 112 | -80,00 | 11 | -82,46 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.218 | -4,53 | 601 | -10,83 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.637 | -3,69 | 255 | -9,89 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 21.708 | -19,91 | 2.099 | -25,20 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 611.351 | 2,51 | 59.130 | -4,24 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 283 | 0,00 | 27 | -6,90 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 3.529 | -14,09 | 341 | -19,76 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 44.369 | -0,52 | 4.290 | -7,10 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 105.767 | 3,57 | 10.228 | -3,29 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.002 | -44,41 | 1.161 | -48,10 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3.777 | 0,00 | 365 | -6,65 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 134.500 | -2,55 | 13.006 | -9,72 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 205.801 | 1,13 | 19.902 | -5,57 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 16.213 | -2,80 | 1.568 | -9,26 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 7.944 | -5,08 | 768 | -11,32 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 75 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 22.407 | -1,99 | 2.167 | -8,49 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 402 | -10,67 | 0 | |||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 40 | 4 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.509 | 0,00 | 533 | -6,67 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 126.782 | 8,28 | 12.262 | 1,15 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.437 | -3,26 | 252 | 1,20 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 6.030 | 0,00 | 583 | -6,57 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 55.131 | -27,61 | 5.331 | -32,41 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8.010 | 775 | ||||||
| 2026-04-23 | 13F | BXM Wealth LLC | 29.915 | -69,81 | 2.893 | -4,30 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 2.886 | 2,78 | 279 | -3,79 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 150 | 0,00 | 15 | -6,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.307 | 0,02 | 1.093 | 109.200,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.919 | 2,03 | 476 | -4,81 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 43.887 | -3,07 | 4.244 | -9,49 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 534 | -81,89 | 52 | -83,28 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.683.485 | -11,60 | 259.493 | -17,45 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 130.752 | 3,90 | 12.644 | -2,98 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 48.166 | 1,89 | 4.658 | -4,86 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 779 | 115,79 | 81 | 158,06 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 85 | 8 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 42.452 | 5,50 | 4.105 | -1,46 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 511.612 | 4,11 | 49.473 | -2,79 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 660 | 0,00 | 64 | |||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 44.546 | -0,80 | 4.308 | -7,38 | ||||
| 2026-05-01 | 13F | Avion Wealth | 169 | 0,00 | 0 | |||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 123.709 | -3,68 | 11.963 | -10,06 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 574.221 | -0,74 | 55.527 | -7,31 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 8.363 | 0,01 | 809 | -6,59 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1.668 | -0,77 | 161 | -7,47 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4.589 | -4,99 | 444 | -11,40 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 2.200 | 0,00 | 213 | -6,61 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2.233 | 0,00 | 216 | -6,93 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 8.575 | 1 | ||||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 8.129 | 124,93 | 786 | 110,16 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 2.431 | 0,00 | 235 | -6,37 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 21.396 | -0,24 | 2.069 | -6,89 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7.197 | -3,15 | 696 | -9,49 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Collier Financial | 507 | 0,20 | 49 | -7,69 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 22.868 | -0,22 | 2.211 | -6,83 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 170.373 | 16.475 | ||||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 7.244 | -13,01 | 701 | -18,79 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 46.388 | -17,01 | 4.486 | -22,51 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 30.184 | -6,79 | 2.919 | -12,97 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 16 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 313 | 0,00 | 30 | -6,25 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.947 | 285 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4.299 | 26,11 | 416 | 17,56 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 315 | 0,00 | 30 | -6,25 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 35.263 | -0,06 | 3.410 | -6,70 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 4.318 | 24,87 | 418 | 16,48 | ||||
| 2026-04-21 | 13F | Ketron Financial | 2.447 | -0,20 | 237 | -6,72 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 45.354 | -0,37 | 4.386 | -6,98 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.116 | -20,17 | 633 | -20,18 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 48.620 | -5,86 | 4.702 | -12,10 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 39.391 | -29,60 | 3.809 | -34,26 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 3.250 | -81,71 | 314 | -82,93 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 2.701 | 0,00 | 261 | -6,45 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 363.545 | -3,16 | 35.155 | -9,57 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 482.403 | 1,42 | 46.648 | -5,30 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 131.329 | -14,30 | 12.699 | -19,98 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 55 | 5 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 9.964 | -0,16 | 963 | -6,78 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 2.645 | 0,00 | 256 | -6,59 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 56 | 5 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 196 | -16,24 | 19 | -25,00 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 43.009 | -2,59 | 4.159 | -9,06 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 93.899 | 20,22 | 9.080 | 12,27 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 102.596 | -0,77 | 9.921 | -7,34 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 85.655 | -0,98 | 8.306 | -8,34 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 15.140 | -0,36 | 1.568 | 4,12 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 96.548 | 3,16 | 9.336 | -3,66 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 12.163 | -23,65 | 1.176 | -28,68 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 679 | -62,47 | 66 | -65,24 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 67.292 | 4,62 | 6.507 | -2,31 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 19.986 | -4,25 | 1.933 | -10,60 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 730 | 62,22 | 70 | 50,00 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 15.314 | -5,57 | 1.481 | -11,85 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 5 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 120.000 | -53,12 | 11.604 | -56,23 | ||||
| 2026-05-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 108.074 | 0,00 | 10.451 | -6,63 | ||||
| 2026-04-13 | 13F | Trust Co | 272 | 26 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 7.691 | -0,66 | 744 | -7,24 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46.549 | -6,15 | 4.501 | -12,36 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 624.885 | -3,35 | 60.426 | 91.454,55 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 39.985 | -6,29 | 3.867 | -12,49 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14.668 | 8,02 | 1.418 | 0,85 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 2.922 | 295 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 83 | 0,00 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 130.566 | -2,50 | 12.626 | -8,96 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 33 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 7.327 | -6,42 | 709 | -12,59 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.185 | 6,69 | 4.176 | -0,38 | ||||
| 2026-02-12 | 13F | QSV Equity Investors LLC | 4.950 | 0,00 | 513 | 4,49 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 23.500 | -29,71 | 2.272 | -34,37 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3.039 | 4,47 | 294 | -2,66 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 173 | -22,42 | 17 | -30,43 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 279.722 | -5,54 | 27.049 | -11,79 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 158.734 | -13,54 | 15.350 | -19,27 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 2.363 | 0,00 | 229 | -6,56 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 19.436 | 150,88 | 1.879 | 134,29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 14.773 | -6,84 | 1.429 | -13,03 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 9.934 | -7,40 | 1.018 | -9,91 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 80.248 | -1,37 | 7.760 | -7,89 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10.634 | -22,67 | 1.028 | -27,81 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.589 | 0,00 | 250 | -6,72 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 7.527 | 0,00 | 728 | -6,68 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 8.038 | 1,41 | 777 | -7,06 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 10 | 0,00 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 148.339 | -13,21 | 14.344 | -18,97 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 322.809 | -51,52 | 31.216 | -54,73 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 234.293 | 13,03 | 22.656 | 5,54 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 3.053 | 295 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.038 | -45,10 | 1.164 | -48,72 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 45.757 | 915.040,00 | 4.425 | |||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 75 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 21.492 | 0,00 | 2.078 | -6,61 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 829 | 207,04 | 80 | 196,30 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.331 | -1,02 | 902 | -7,58 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 400 | 39 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 15.586 | -9,68 | 1.507 | -15,67 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 10.845 | -12,24 | 1.049 | -18,06 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 27.221 | -24,52 | 2.625 | -29,70 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 1.200 | 0,00 | 116 | -6,45 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.156 | -2,73 | 1.272 | -9,14 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.093 | 0,00 | 106 | -7,08 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.582 | 0,00 | 153 | -6,75 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 6.602 | 0,00 | 638 | -6,59 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.631 | -0,27 | 254 | -6,96 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215.439 | 1,60 | 20.833 | -5,13 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.020 | 99 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 199.112 | -15,50 | 19.254 | -21,10 | ||||
| 2026-05-05 | 13F | UBS Group AG | 938.460 | -15,19 | 90.749 | -20,80 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 98.218 | -1,36 | 9.498 | -7,89 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 9.095 | 0,00 | 879 | -6,59 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.368 | 2,35 | 519 | -4,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 351.201 | 3,06 | 33.961 | -3,77 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 1.726 | 2.476,12 | 167 | 2.666,67 | ||||
| 2026-05-14 | 13F | Betterment LLC | 51.423 | 7,15 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 4.666 | 0,00 | 451 | -6,63 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 20.069 | -11,58 | 1.941 | -17,45 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 225 | 22 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 603.026 | -35,26 | 58.377 | -39,48 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.834 | 0,85 | 1.144 | -5,84 | ||||
| 2026-05-06 | 13F | Mawer Investment Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 18.498 | 198,93 | 1.789 | 191,68 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 1 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 5.453 | 0,00 | 527 | -6,56 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 19.759 | 0,05 | 1.911 | -6,60 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 8.543 | -1,76 | 826 | -8,22 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4.537 | 0,22 | 439 | -6,41 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 22.981 | 0,00 | 2.222 | -6,60 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Bell Bank | 2.734 | 9,76 | 264 | 2,72 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 656.051 | -4,70 | 63 | -11,27 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 56.328 | 33,14 | 5.447 | 24,31 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 12.294 | 1.189 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 3.835 | -18,80 | 397 | -15,17 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 7.019 | 0,00 | 679 | -6,61 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 12.884 | 1,97 | 1.246 | -4,82 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 15.657 | 4,11 | 1.514 | -2,76 | ||||
| 2026-05-11 | 13F | Commerce Bank | 4.036 | 82,21 | 390 | 70,31 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.624 | -1,63 | 350 | -8,14 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 35.033 | -20,88 | 3.388 | -26,13 | ||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 2.815 | 0,00 | 272 | -6,53 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.076 | 102,23 | 1.458 | 88,98 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 42.994 | 4,74 | 4.158 | -2,19 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 4.464 | -0,93 | 432 | -7,51 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 405 | 0,00 | 39 | -4,88 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 52.649 | -8,34 | 5.091 | -14,41 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 866.012 | -2,84 | 83.743 | -9,27 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Bard Associates Inc | 1.472 | 4,62 | 142 | -2,07 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 141.280 | -9,36 | 13.662 | -15,36 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2.820 | -22,08 | 273 | -27,85 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 11.019 | -4,55 | 1.103 | -7,78 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Element Squared LLC | 22.361 | -1,11 | 2.162 | -7,65 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27.442 | 92,10 | 3 | 100,00 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 8.402 | -26,15 | 812 | -31,07 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 9.000 | 870 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 39.306 | 34,52 | 3.801 | 25,62 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 5.703 | -79,86 | 591 | -78,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 264 | 592,11 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 10.638 | 0,00 | 1.029 | -6,63 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52.963 | 1,15 | 5.121 | -5,55 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 2.392 | -2,57 | 231 | -9,06 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3.119 | 0,00 | 302 | -6,81 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 398 | 0,00 | 38 | -7,32 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 3.746 | -4,07 | 363 | -10,15 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 14.463 | 1,40 | 1.399 | -5,35 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 342 | -97,22 | 33 | -97,41 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 11.678 | 3,57 | 1.129 | -3,26 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 35.631 | 12,40 | 3.446 | 4,97 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 2.250 | 0,00 | 218 | -6,87 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 186.512 | -13,11 | 18.036 | -18,86 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 93 | 0,00 | 9 | -11,11 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5.630 | 0,00 | 544 | -6,69 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.125 | -1,16 | 205 | -9,33 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 42.115 | 3,77 | 4 | 0,00 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2.005 | 0,00 | 194 | -6,76 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 405 | 38 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 21.090 | 0,00 | 2.039 | -6,64 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 94 | 9 | ||||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 291.485 | -0,09 | 28.187 | -6,71 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 3.143 | 0,00 | 304 | -6,77 | ||||
| 2026-04-24 | 13F | Bayban | 860 | -24,36 | 83 | -29,06 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.076 | -33,33 | 201 | -37,89 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 74.435 | -5,42 | 7.198 | -11,69 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 46.457 | 9,66 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.157.966 | -1,15 | 111.975 | -7,69 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 253.091 | -3,27 | 24.474 | -9,68 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 16.283 | -0,25 | 1.575 | -6,86 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 6.629 | -4,01 | 641 | -10,35 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 26.962 | -1,52 | 2.607 | -8,04 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 2.823 | 0,71 | 273 | -6,21 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 13.442 | -0,80 | 1.300 | -7,41 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 16.533 | 6,17 | 1.599 | -0,87 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 52.079 | 0,14 | 4.932 | -8,41 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 73.860 | -4,80 | 7.142 | -11,10 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 265 | 9,05 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 335 | 32 | ||||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 2.805 | -0,32 | 271 | -6,87 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6 | -95,65 | 1 | -100,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 250 | 0,00 | 24 | -4,00 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 31.675 | 0,39 | 3.063 | -6,27 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 146.391 | -8,52 | 14.156 | -14,57 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 196.364 | 2,65 | 18.988 | -4,15 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 96.364 | 201,83 | 9.629 | 191,23 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 88.990 | 8.605 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 11.531 | -1,60 | 1.115 | -8,08 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 4.451 | 0,00 | 430 | -6,52 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 5.085 | -0,16 | 492 | -6,83 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4.367 | 435,83 | 422 | 402,38 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 94.614 | 6,51 | 9.149 | -0,54 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 33.801 | 1,10 | 3.269 | -5,60 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 11.407 | -5,08 | 1.103 | -11,33 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 31.308 | -26,09 | 3.027 | -30,98 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 4.309 | -1,71 | 417 | -8,37 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 13.401 | -1,30 | 1.296 | -7,89 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2.226 | -5,68 | 215 | -11,89 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 471.314 | -2,57 | 46.594 | -6,95 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 201 | 0,00 | 19 | -5,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 11.711 | -5,69 | 1.132 | -11,91 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6.381 | 0,00 | 617 | -6,52 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 25.917 | -0,64 | 2.506 | -7,22 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 10.363 | 0,00 | 1.002 | -6,62 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 18.198 | -24,94 | 1.760 | -29,92 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 246.468 | 5.136,20 | 23.834 | 4.793,84 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 33.821 | 0,22 | 3.271 | -6,41 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 3.279 | 0,00 | 317 | -6,49 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 75.751 | 18,11 | 7.325 | 10,30 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 2.319 | -9,20 | 224 | -15,15 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 4.877 | -23,59 | 472 | -28,74 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 184 | -73,41 | 18 | -76,06 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 48.805 | 0,72 | 4.719 | -5,96 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 2.100 | -27,59 | 203 | -32,33 | |||
| 2026-05-15 | 13F | Royal Bank Of Canada | 833.825 | 10,84 | 80.630 | 3,50 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 137.663 | 20,41 | 13.312 | 12,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 91.450 | 8.843 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 672.286 | 4,91 | 65.010 | -2,04 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 1.065 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 32.174 | -23,45 | 3.111 | -28,52 | ||||
| 2026-01-15 | 13F | Santori & Peters, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 13.475 | 0,00 | 1.303 | -6,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.422 | 234 | ||||||
| 2026-05-06 | 13F | Avalon Trust Co | 1.200 | 116 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 80.710 | -2,73 | 7.805 | -9,17 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 323.188 | -35,95 | 31.252 | -40,19 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 3.587 | -39,31 | 359 | -43,11 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 4.111 | 0,00 | 398 | -6,59 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 3.634 | 0,00 | 351 | -6,65 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 23.279 | 78,82 | 2.016 | 72,16 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 10.190 | -61,60 | 985 | -64,16 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 51.781 | -28,86 | 5.007 | -33,58 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 918 | 58,55 | 89 | 44,26 | ||||
| 2026-04-21 | 13F | Creekside Partners | 28.102 | 2,10 | 2.717 | -4,67 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 89 | 9 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 20.569 | -1,10 | 1.989 | -7,66 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 2.996 | -1,80 | 290 | -8,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 25.026 | -2,54 | 2.420 | -8,99 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 72.054 | -5,68 | 6.968 | -11,93 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.593 | -0,48 | 444 | -6,92 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 65 | 6 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5.732.552 | -5,14 | 554.338 | -11,43 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 2.106 | -11,25 | 204 | -17,81 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 6.951 | -8,25 | 672 | -14,29 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 205.555 | -2,99 | 19.877 | -9,42 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 1.985 | -25,91 | 201 | -29,08 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2.145 | 7,73 | 207 | 0,49 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.940 | -5,62 | 284 | -11,80 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 14.212 | -7,53 | 1.374 | -13,64 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 36.837 | -2,36 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 29 | 0 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 270.078 | -3,21 | 26.117 | -9,62 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 4.699 | -4,74 | 454 | -10,98 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.372 | 0,00 | 229 | -6,53 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 4.400 | 0,00 | 425 | -6,59 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.941 | 0,00 | 381 | -6,62 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.107 | 687 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 5.955 | -0,42 | 576 | -7,11 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 2.223 | 0,00 | 215 | -6,96 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 45.873 | 4.436 | ||||||
| 2026-06-02 | 13F | Southern Farm Bureau Life Insurance | 1.107.967 | 0,00 | 107 | -6,14 | ||||
| 2026-02-13 | 13F | Fairman Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 20.855 | -88,21 | 2.163 | -88,19 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6.684 | 5,93 | 646 | -1,07 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.675.294 | 34,81 | 258.703 | 25,88 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 97.895 | 3,57 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 20.949 | 656,83 | 2.026 | 608,04 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 742 | 0,00 | 72 | -6,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 7.834 | 8,41 | 758 | 1,20 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4.268 | 92,77 | 413 | 79,91 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 5.282 | -16,21 | 511 | -21,78 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 60.696 | 10,55 | 5.869 | 3,24 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 29.132 | -1,75 | 2.817 | -8,24 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 100 | -31,03 | 0 | |||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.444 | 0,29 | 430 | -6,33 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 2.883 | 279 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11.158 | 4,20 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 16.173 | -16,88 | 1.564 | -22,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 26.962 | 4,83 | 2.607 | -2,10 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.121 | -23,57 | 205 | -28,57 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 9.461 | -3,26 | 935 | -7,61 | ||||
| 2026-01-29 | 13F | Comerica Bank | 61.319 | -3,38 | 6.350 | 0,95 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 35.033 | 3.388 | ||||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 70.147 | -5,74 | 6.783 | -11,98 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 16 | -33,33 | 2 | -50,00 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3.366 | 0,00 | 325 | -6,61 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 92.047 | 113,59 | 9.532 | 123,18 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 854 | 0,00 | 83 | -6,82 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.815 | 1,38 | 369 | -5,40 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 215.158 | 1,20 | 20.806 | -5,51 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 2.435 | 0,00 | 235 | -6,75 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 4.968 | 0,00 | 480 | -6,61 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Smart Money Group LLC | 8.778 | -2,37 | 849 | -8,92 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 2.620 | 0,00 | 253 | -6,64 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 114.927 | -35,54 | 11 | -38,89 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 2.414 | 0,00 | 233 | -6,80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 15.136 | -16,73 | 1.464 | -22,26 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 714 | 0,00 | 74 | 4,29 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 2.308 | -1,03 | 223 | -7,47 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 3.986 | 0,00 | 385 | -6,55 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 68.751 | 5,48 | 6.648 | -1,51 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 46.956 | -19,21 | 4.541 | -24,57 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6.020 | 67,36 | 582 | 56,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.493 | 103,14 | 531 | 89,64 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 40.263 | 63,21 | 3.893 | 52,43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 33.800 | 3.268 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 7.110 | -4,44 | 687 | -10,78 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 25.230 | 0,00 | 2.440 | -6,62 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 6.905 | -4,50 | 668 | -10,83 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 6.251 | 0,00 | 604 | -6,65 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 2.754 | -14,23 | 266 | -19,88 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 13.060 | -9,10 | 1.263 | -15,13 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 25.990 | -5,18 | 2.513 | -11,45 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 4.714 | 0,00 | 456 | -6,76 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 8.706 | 0,23 | 842 | -6,45 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 3.277 | 0,00 | 317 | -6,78 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 20.095 | -4,16 | 1.943 | -10,50 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 39.479 | 3.818 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.194 | 212 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 2.105 | 218 | ||||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 196.074 | 4,38 | 18.960 | -2,53 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 274.353 | -4,48 | 26.530 | -10,81 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 7.584 | -12,38 | 733 | -18,19 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 5.996 | -69,46 | 580 | -71,52 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 123.900 | -0,80 | 11.981 | -7,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 91.787 | 8.876 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 9.872 | -1,12 | 953 | -7,02 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 49.541 | -3,82 | 4.778 | -10,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 50.154 | -17,54 | 4.850 | -23,01 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 91.826 | -42,21 | 8.880 | -46,04 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 126.878 | 2,28 | 12.269 | -4,49 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 13.642 | 0,00 | 1.319 | -6,59 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 57.686 | 1,36 | 5.578 | -5,36 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.036.864 | -5,89 | 583.765 | -12,12 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3.555 | 0,00 | 344 | -6,79 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 3.426 | 0,00 | 331 | -6,50 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 2.100 | 0,00 | 203 | -6,45 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 16.138 | -1,36 | 1.561 | -7,91 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16.701 | -0,99 | 1.615 | -7,56 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 26.976 | -5,35 | 2.609 | -11,62 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 129 | -15,69 | 0 | |||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 9.778 | -4,86 | 946 | -11,18 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.121 | 0,00 | 205 | |||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.200 | 228 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 31.100 | -2,12 | 3.007 | -8,60 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 25.815 | 6,19 | 2.496 | -0,83 | ||||
| 2026-02-13 | 13F | Barclays Plc | 8.906 | 1.369,64 | 922 | 1.436,67 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 196 | 0,00 | 19 | -10,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 31.578 | -25,13 | 3.054 | -30,09 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 68.989 | -0,54 | 6.671 | -7,13 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 37.245 | -5,05 | 3.602 | -11,35 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 19.606 | -3,98 | 1.896 | -10,36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 9.799 | 1,58 | 948 | -5,21 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 5.076 | -14,93 | 491 | -20,58 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38.282 | 5,05 | 3.702 | -1,93 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 7.570 | -7,16 | 732 | -13,27 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 6.959 | 12,06 | 673 | 4,67 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 15.000 | 0,00 | 1.450 | -6,63 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.114 | -8,86 | 398 | -14,99 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7.387 | -1,27 | 714 | -7,75 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 5.663 | 0,00 | 548 | -6,66 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38.521 | 36,48 | 3.725 | 27,45 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.103.656 | -8,23 | 203.423 | -14,31 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 58.277 | 0,83 | 5.635 | -5,85 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 58.956 | 1,14 | 5.701 | -5,55 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Northeast Investment Management | 3.316 | 0,00 | 321 | -6,71 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 12.295 | -0,54 | 1.192 | -9,08 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 2.820 | 0,00 | 273 | -6,85 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 360 | 0,00 | 35 | -8,11 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 200 | 0,00 | 19 | -5,00 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 212 | -23,47 | 20 | -28,57 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 638.646 | 9,49 | 61.776 | 2,23 | ||||
| 2026-05-15 | 13F | Fmr Llc | 46.592 | 2,94 | 4.505 | -3,88 | ||||
| 2026-04-09 | 13F | American National Bank of Texas | 70.706 | -1,07 | 6.837 | -7,62 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 194.212 | -11,31 | 18.780 | -17,18 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 53 | 1.411 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 836 | 0,00 | 81 | -6,98 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 64.049 | -0,05 | 6.194 | -6,66 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 3.904 | -32,26 | 378 | -36,74 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2.303 | -0,39 | 223 | -7,11 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9.849 | -0,41 | 952 | -7,03 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 9.780 | -12,33 | 948 | -19,04 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 45.984 | 4 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 2.271 | 0,00 | 224 | -8,61 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 14.602 | -9,05 | 1.412 | -15,04 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 188 | -50,53 | 18 | -53,85 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 27.695 | -9,78 | 2.678 | -15,73 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 46.892 | 57.791,36 | 4.535 | 56.575,00 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 18.363 | 53,09 | 1.776 | 42,91 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 1.448 | 0,00 | 140 | -6,04 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 743.411 | -2,25 | 71.888 | -8,73 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 7.107 | 687 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 67.183 | -4,82 | 6.497 | -11,15 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.695 | 148,15 | 357 | 131,82 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 5.340 | -8,29 | 516 | -14,43 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 405.471 | 2,48 | 39.209 | -4,31 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3.030 | 0,00 | 293 | -6,39 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 25.058 | -3,57 | 2.423 | -9,96 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 561.025 | 0,90 | 54.251 | -5,78 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 6.196 | 598 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 206.304 | 3,10 | 19.950 | -3,73 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 2.635 | -20,39 | 255 | -25,73 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.830.311 | -11,44 | 563.791 | -17,31 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379.060 | -4,11 | 36.655 | -10,46 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 15.464 | -3,72 | 1.495 | -10,10 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 5.462 | 2,61 | 528 | -4,17 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 20.706 | 4,71 | 2.002 | -2,20 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 141.006 | -4,17 | 13.635 | -10,52 | ||||
| 2026-05-06 | 13F | Barings Llc | 24.935 | 0,00 | 2.411 | -6,62 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 5.131 | -0,60 | 496 | -7,12 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 10.466 | -1,93 | 1.012 | -8,42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4.293 | -87,89 | 406 | -88,94 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.490 | 4,40 | 337 | -2,60 | ||||
| 2026-05-11 | 13F | Eubel Brady & Suttman Asset Management Inc | 58.775 | -61,56 | 6 | -66,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 552.588 | 12,08 | 53.435 | 4,66 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 278.667 | 63,12 | 26.947 | 52,29 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 479.270 | -15,26 | 46.345 | -2,74 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 601 | 97,70 | 58 | 87,10 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 7.331 | -93,12 | 709 | -93,58 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.257 | 2,50 | 218 | -4,39 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 38.942 | -5,29 | 3.766 | -12,56 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 7.253 | -2,24 | 728 | -8,90 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 3.046 | -6,91 | 295 | -13,02 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1.011 | -6,91 | 98 | -13,39 |
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