Basisstatistiken
| Institutionelle Eigentümer | 1270 total, 1268 long only, 0 short only, 2 long/short - change of -0,53% MRQ |
| Durchschnittliche Portfolioallokation | 0.4837 % - change of -7,87% MRQ |
| Institutionelle Aktien (Long) | 64.027.033 (ex 13D/G) - change of -1,78MM shares -2,95% MRQ |
| Institutioneller Wert (Long) | $ 9.154.861 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
SPDR Series Trust - State Street SPDR S&P Dividend ETF (MX:SDY) hat 1270 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 64,027,033 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Joel Isaacson & Co., LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, UBS Group AG, Jpmorgan Chase & Co, and Ameriprise Financial Inc .
SPDR Series Trust - State Street SPDR S&P Dividend ETF (BMV:SDY) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Clark Wealth Partners | 257 | 0,78 | 37 | 5,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.674.106 | -2,31 | 244.319 | 2,45 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 13.464 | 5,07 | 1.965 | 10,15 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 6.015 | 0,00 | 837 | -0,59 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.720 | 0,00 | 397 | 4,76 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 2.380 | 0,08 | 347 | 5,15 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.701 | 248 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.624 | 0,00 | 237 | 5,33 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 5.779 | 0,42 | 843 | 5,38 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 315 | 0,00 | 46 | 4,65 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2.772 | 1.852,11 | 405 | 2.026,32 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 4.637 | 0,00 | 677 | 4,81 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 9.297 | -3,89 | 1.357 | 0,74 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 2.759 | 0,00 | 403 | 4,96 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 50.452 | -10,43 | 7.363 | -6,07 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.203 | 0,47 | 905 | 5,36 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 5.163 | -15,32 | 753 | -11,20 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 2.685 | 0,00 | 392 | 4,83 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 8.044 | 0,00 | 1.174 | 4,83 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 2.000 | 0,00 | 292 | 4,68 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1.409 | -11,33 | 206 | -7,24 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12.166 | -19,71 | 1.775 | -15,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 87.484 | -19,73 | 12.765 | -15,81 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 13.649 | -7,52 | 1.899 | -8,08 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 7.213 | -1,19 | 1.053 | 3,65 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.576 | 5,82 | 3.559 | 5,17 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 9.154 | 0,00 | 1.336 | 4,87 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 1.001 | 0,00 | 146 | 5,04 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 21.570 | -0,53 | 3.148 | 4,31 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 4.954 | 723 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 145.619 | 7,10 | 21.252 | 12,32 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 6.967 | -13,09 | 1.017 | -8,88 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 1.473 | -17,89 | 215 | -14,06 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.261 | 0,00 | 330 | 4,78 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 749 | 0,00 | 109 | 4,81 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 13.334 | 1,66 | 1.946 | 6,58 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.734 | 0,89 | 399 | 5,84 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.751 | 11,22 | 839 | 16,69 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 64 | 357,14 | 9 | 800,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.767 | 9,96 | 258 | 15,25 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 8.799 | -1,10 | 1.284 | 3,72 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.626 | -0,08 | 383 | 4,93 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.880 | 3,05 | 566 | 8,22 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 2.179 | 318 | ||||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 1.940 | -2,76 | 283 | 2,17 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 97.411 | -0,80 | 14.216 | 4,03 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 2.543 | 0,28 | 371 | 5,40 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 1.819 | -2,05 | 265 | 2,71 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 6.033 | 0,00 | 880 | 4,89 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 716 | 0,00 | 104 | 5,05 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 5.003 | 4,32 | 730 | 9,45 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 5.057 | -0,08 | 744 | 0,27 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | West Branch Capital LLC | 40 | 0,00 | 6 | 0,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 7.250 | 1.058 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 18.744 | -4,20 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.174 | -0,37 | 317 | 4,62 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 5.956 | 0,00 | 861 | 3,12 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 72 | 0,00 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 267.702 | 3,63 | 39.069 | 8,68 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 5.961 | -10,00 | 870 | -5,65 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 3.013 | 0,00 | 440 | 4,77 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.114 | 0,19 | 309 | 5,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27.986 | 98,27 | 4.084 | 107,94 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 2.453 | 0,00 | 358 | 4,69 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 4.637 | 0,00 | 677 | 4,81 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 11.147 | 0,01 | 1.627 | 4,84 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.354 | 24,54 | 1.073 | 30,69 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 1.385 | 202 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 151 | 0,00 | 22 | 4,76 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 181 | 0,00 | 26 | 4,00 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 2.687 | 0,00 | 392 | 5,09 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 475 | 0,00 | 69 | 4,55 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 2.678 | 0,00 | 391 | 4,84 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1.999 | 0,00 | 292 | 4,68 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2.922 | 1,28 | 427 | 6,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13.386 | -17,58 | 1.954 | -13,58 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 12.477 | -1,71 | 1.821 | 3,06 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 84.834 | -4,09 | 12.381 | 0,58 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 7.855 | 0,00 | 1.093 | -0,64 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 1.078 | 0,00 | 157 | 4,67 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 68.283 | 4,90 | 9.502 | 4,90 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3.014 | 0,00 | 440 | 4,02 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.816 | -1,18 | 1.141 | 3,64 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 170 | 0,00 | 25 | 4,35 | ||||
| 2026-05-01 | 13F | Avion Wealth | 248 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 1.562 | 0,00 | 228 | 4,61 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.187 | 173 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6.053 | -1,67 | 1 | |||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 3.006 | 0,03 | 439 | 4,78 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.836 | -15,47 | 268 | -11,59 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 33.507 | -0,66 | 4.890 | 44,85 | ||||
| 2026-01-07 | 13F | Epiq Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 71.880 | -1,25 | 10 | 0,00 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 42.520 | 3,06 | 6.205 | 8,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 53.070 | -0,74 | 7.745 | 4,11 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 8.675 | 0,00 | 1.266 | 4,89 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 13.054 | 0,37 | 1.947 | 0,31 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 3.806 | 0,00 | 555 | 4,91 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 1.448 | 0,00 | 211 | 4,98 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3.158 | -2,02 | 461 | 2,68 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.025 | -5,73 | 296 | -1,01 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.082 | 0,00 | 304 | 4,84 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | ICW Investment Advisors LLC | 1.484 | 0,61 | 217 | 5,37 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.457 | 0,55 | 213 | 5,47 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4.039 | 12,54 | 589 | 18,04 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 114 | 0,88 | 17 | 6,67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 6.691 | -21,30 | 976 | -17,50 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10.829 | 0,93 | 1.580 | 5,83 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 3.061 | -3,71 | 447 | 0,90 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 200 | 29 | ||||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 2.580 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 26.394 | -2,22 | 3.852 | 2,53 | ||||
| 2026-05-13 | 13F | Bank OZK | 11.502 | 0,00 | 1.679 | 4,88 | ||||
| 2026-04-23 | 13F | Simmons Bank | 59.083 | -0,37 | 8.623 | 4,48 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 3.900 | -6,25 | 569 | -1,56 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 45.566 | -5,03 | 6.650 | -0,40 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.743 | -2,11 | 838 | 2,70 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.315 | 0,13 | 338 | 4,98 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 4.716 | -0,92 | 688 | 3,93 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 8.650 | -38,89 | 1.262 | -35,91 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 776 | 153,59 | 113 | 169,05 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.599 | 2,73 | 2.131 | 7,74 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 653 | 0,00 | 95 | 5,56 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 7.400 | -2,00 | 1.080 | 2,76 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.802 | 0,06 | 263 | 5,20 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 200 | 0,00 | 29 | 7,41 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1.894 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4.887 | 0,00 | 1 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 106 | 0,00 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.139 | 166 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.166 | 0,19 | 316 | 5,33 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 12.427 | 0,87 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 400 | 0,00 | 58 | 5,45 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3.259 | 0,00 | 476 | 4,86 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 17.873 | -0,66 | 2.608 | 4,19 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 6.663 | 0,00 | 972 | 4,85 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.118 | -2,23 | 1.769 | 2,55 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 39.035 | -0,14 | 5.697 | 4,73 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 582 | 0,00 | 85 | 5,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 632 | 92 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 2.284 | 0,00 | 333 | 5,05 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 3.151 | 0,00 | 460 | 4,79 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4.603 | -9,01 | 1 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 69 | 0,00 | 10 | 11,11 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 1.638 | 239 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3.762 | 0,13 | 549 | 5,17 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 45.748 | -1,23 | 6.676 | 3,58 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 300 | 0,00 | 44 | 4,88 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 1.634 | 8,86 | 238 | 14,42 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.310 | 0,00 | 337 | 4,98 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 3.364 | -23,07 | 502 | -19,45 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.660 | 0,00 | 388 | 4,86 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 29.528 | -2,10 | 4.309 | 2,67 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.629 | 1,69 | 238 | 6,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 709.668 | -3,80 | 103.569 | 0,89 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 13.192 | -17,93 | 1.925 | -13,91 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14.731 | 0,19 | 2.150 | 5,03 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 3.660 | 0,00 | 534 | 4,91 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 82.756 | 7,19 | 12.077 | 12,42 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 1.875 | -1,21 | 274 | 3,41 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.639 | 239 | ||||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 7.623 | -24,81 | 1.113 | -21,13 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 234 | 0,43 | 34 | 6,25 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 24.104 | 1,98 | 3.517 | 6,93 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.998 | -0,77 | 2.043 | 4,08 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.534 | 36,24 | 370 | 43,02 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 2.466 | 4,09 | 360 | 9,12 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 7.980 | -1,86 | 1.165 | 2,92 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.017 | -1,34 | 440 | 3,53 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.059.540 | -1,01 | 446.509 | 3,82 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 10.133 | -5,83 | 1.479 | -1,27 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 105 | 0,00 | 15 | 7,14 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 159.419 | -17,06 | 23.265 | -13,02 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 72.680 | 0,43 | 10.607 | 5,32 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 53.601 | -1,50 | 7.459 | -2,13 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 17 | -80,46 | 2 | -83,33 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 1.000 | 0,00 | 146 | 4,32 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 291.421 | -0,04 | 42.530 | -4,43 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 7.775 | -0,17 | 1.135 | 4,71 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 488 | 71 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 24.517 | 0,00 | 3.578 | 4,90 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.029 | 0,00 | 588 | 4,82 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 11.742 | -2,97 | 1.714 | 1,72 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9.695 | -0,31 | 1.414 | 4,51 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.689 | -3,38 | 684 | 1,33 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 10.499 | -22,48 | 1.461 | -22,94 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 2.892 | 0,00 | 427 | 5,97 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3.702 | 0,00 | 540 | 4,85 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34.485 | 1,07 | 5.033 | 5,98 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 4.945 | -0,60 | 722 | 4,19 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 16.093 | 1,90 | 2.349 | -3,06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.337 | 0,53 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 28.723 | -9,88 | 4.192 | -5,50 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3.685 | -77,17 | 538 | -76,09 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 1.546 | -35,88 | 226 | -32,84 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.988 | 133,47 | 2.771 | 145,00 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 537 | 0,00 | 78 | 5,41 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.202 | 321 | ||||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 8.192 | 0,00 | 1.196 | 4,92 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 33.371 | -6,03 | 4.870 | -1,44 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 26.886 | 0,31 | 3.924 | 5,17 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.048 | 2,06 | 4.392 | 7,07 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 51.435 | 19,75 | 7.506 | 24,83 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.522 | -37,37 | 368 | -34,29 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 9.476 | 0,00 | 1.383 | 4,86 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 11.371 | 0,05 | 2 | 0,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 16.227 | 0,00 | 2.368 | 4,87 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 34.127 | -0,65 | 4.980 | 4,18 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.928 | 0,00 | 427 | 4,91 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 18.772 | -1,31 | 2.740 | 3,48 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.042 | 0,12 | 882 | 5,01 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 757 | 105 | ||||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 23.724 | -2,51 | 3.462 | 115.300,00 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 2.285 | 0,00 | 333 | 5,05 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 2.437 | 0,00 | 356 | 4,72 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 2.361 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1.796 | -6,99 | 263 | -2,60 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 3.141 | 0,00 | 458 | 4,81 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 9.156 | 0,19 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.252 | 0,00 | 481 | 0,63 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 1.386 | 0,00 | 204 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -99,94 | 1 | -100,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.835 | -2,17 | 706 | 2,62 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 58.158 | 16,43 | 8.488 | 22,12 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 5.396 | 1,39 | 787 | 6,35 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 7.109 | -4,56 | 1.037 | 0,10 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 23.133 | 8,24 | 3.376 | 13,52 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.885 | 0,00 | 421 | 4,99 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 505 | 0,00 | 74 | 4,29 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.830 | 0,00 | 413 | 5,09 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 2.075 | 303 | ||||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 2.650 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 103 | 0,00 | 15 | 0,00 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 4.207 | 0,00 | 614 | 4,79 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 1.408 | 205 | ||||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.402 | -1,48 | 205 | 3,03 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 2.420 | -0,82 | 353 | 4,13 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 122.734 | 341,24 | 17.912 | 362,82 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.293 | 0,00 | 335 | 4,70 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 3.311 | 1,85 | 483 | 6,86 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 2.536 | 0,00 | 370 | 5,11 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1.551 | 0,00 | 226 | 5,12 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 1.508 | 0,00 | 220 | 5,26 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 25.846 | -3,29 | 3.597 | -3,90 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 4.027 | -4,98 | 597 | 1,19 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 22.103 | -0,37 | 3.226 | 4,47 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.180 | -1,01 | 172 | 4,24 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 92.702 | 0,06 | 13.529 | 4,93 | ||||
| 2026-02-10 | 13F | Providence Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1.000 | 0,00 | 146 | 4,32 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 135 | 0,00 | 20 | 5,56 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 1.724 | 252 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.341 | 1,67 | 488 | 6,56 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 403 | 59 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 5.065 | 705 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 27.546 | -13,23 | 4.020 | -8,99 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1.811 | 0,00 | 264 | 4,76 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.303 | 0,62 | 1.795 | 5,53 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 600 | 0,00 | 88 | 4,82 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.692 | 0,00 | 393 | 4,81 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 6.460 | 4,79 | 957 | 0,31 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 12.000 | 0,00 | 1.784 | 6,89 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 2.293 | -30,09 | 335 | -26,75 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 45.518 | 1,49 | 6.643 | 6,43 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 1.549 | 0,00 | 226 | 5,12 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 74.600 | 68,78 | 10.887 | 77,02 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45.471 | -96,14 | 6.636 | -95,95 | ||||
| 2026-05-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 5.428 | 0,00 | 792 | 4,90 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.910 | -0,24 | 425 | 4,69 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 479.126 | -0,57 | 69.924 | 4,27 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5.581 | 2,82 | 815 | 7,81 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 1.696 | 251 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5.558 | 9,32 | 811 | 14,71 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.921 | 4,19 | 2.772 | 3,55 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 91.692 | 9,21 | 13.382 | 14,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 209.957 | -10,21 | 31 | -6,25 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 17.335 | 2.530 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.021.684 | -5,70 | 295.044 | -1,11 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 180 | 0,00 | 26 | 4,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23.428 | -8,29 | 3.419 | -3,83 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 82.189 | -5,38 | 11.995 | -0,77 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 55.218 | -6,69 | 8.059 | -2,16 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13.156 | 25.141 | 6,75 | |||||
| 2026-04-15 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.933 | 0,79 | 574 | 5,72 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.328 | -23,19 | 481 | -20,92 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 12.399 | 1,88 | 1.810 | 6,85 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 240 | 0,00 | 35 | 6,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 69.400 | 27,57 | 10.128 | 33,79 | |||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 2.074 | 0,10 | 303 | 4,86 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 2.802 | -6,19 | 409 | -1,69 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.478 | 0,00 | 362 | 4,94 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 283 | -26,11 | 41 | -22,64 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 223.643 | -39,95 | 32.679 | -38,31 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 2.041 | -7,90 | 298 | -3,57 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 197.469 | -0,53 | 28.819 | 4,31 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 2.978 | 0,03 | 435 | 4,83 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 31.735 | -2,82 | 4.631 | 1,91 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 50 | -27,54 | 7 | -22,22 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 226 | 0,89 | 33 | 3,23 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1.756 | 256 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.806 | 13,37 | 264 | 19,00 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 60.619 | -31,90 | 8.847 | -28,59 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 100 | 0,00 | 15 | 7,69 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.678 | 11,59 | 537 | 17,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 956 | 35,41 | 140 | 41,84 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.415 | -18,25 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 2.064 | 0,58 | 301 | 5,61 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 3.322 | 0,09 | 485 | 4,99 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 1.559 | 0,19 | 232 | 6,94 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 616 | 0,65 | 90 | 4,71 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 515 | 0,00 | 75 | 5,63 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7.070 | 1,43 | 1.032 | 6,40 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.682 | 683 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 2.682 | 0,00 | 391 | 4,83 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.713 | -24,87 | 980 | -21,24 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 23.970 | -8,14 | 3.498 | -3,66 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 74 | 0,00 | 10 | 0,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 9.516 | -10,51 | 1.389 | -6,15 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 20.439 | -30,64 | 2.983 | -27,27 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21.748 | 17,30 | 3.172 | 22,91 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.928 | 0,01 | 1.011 | 4,98 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Greenberg Financial Group | 22.603 | -2,57 | 3.145 | -7,09 | ||||
| 2026-05-01 | 13F | United Bank | 5.361 | -2,44 | 782 | 2,36 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11.364 | 3,41 | 1.658 | 8,44 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 2.164 | 24,15 | 316 | 30,17 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 688 | -0,72 | 96 | -1,04 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 176.671 | -4,22 | 25.801 | 0,52 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 994 | -7,53 | 145 | -2,68 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 6.042 | -5,12 | 882 | -0,56 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 235 | 34 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 10.791 | -0,30 | 1.575 | 4,52 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25.610 | 5,40 | 3.738 | 10,53 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2.661 | 0,08 | 388 | 4,86 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 22.467 | -5,82 | 3.279 | -1,24 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4.176 | 0,00 | 581 | 0,00 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.399 | 204 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 14.821 | 1.176,57 | 2.163 | 1.242,86 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 62 | 0,00 | 9 | 12,50 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.139.462 | 11,86 | 166.297 | 17,31 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 4.000 | 0,00 | 584 | 4,86 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.448 | 4,36 | 503 | 9,59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 21.728 | -2,14 | 3.171 | 2,62 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 2.101 | 0,00 | 307 | 4,79 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 35.171 | -54,73 | 3.943 | -63,54 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 1.435 | -9,35 | 209 | -5,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 86 | 0,00 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.226 | 0,00 | 325 | 4,85 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.261 | 0,00 | 330 | 4,78 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 621 | 91 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 28.898 | -1,71 | 4.217 | 3,08 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 17.966 | -0,06 | 2.622 | 4,80 | ||||
| 2026-02-12 | 13F | Collier Financial | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.462 | -1,95 | 359 | 2,87 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 59 | 0,00 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.775 | 4,98 | 2.594 | 10,10 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 10.153 | -4,98 | 1.482 | -0,34 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 171 | 0,00 | 25 | 4,35 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 629.425 | -3,72 | 91.858 | 0,97 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 35.002 | -0,91 | 5.114 | 2,84 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 9.610 | -4,33 | 1.402 | 0,36 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.725 | 8,50 | 690 | 13,70 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 4.217 | 0,00 | 615 | 4,95 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5.078 | 0,00 | 741 | 4,96 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 15.536 | 0,06 | 2.267 | 4,95 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 14.883 | 2,27 | 2.172 | 7,26 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 11.291 | -1,17 | 1.648 | 3,65 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 2.200 | 0,00 | 321 | 4,90 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 1.810 | 0,00 | 264 | 5,18 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 8.747 | 0,17 | 1.277 | 5,02 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 768 | 0,00 | 112 | 5,66 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 366 | 53 | ||||||
| 2026-04-21 | 13F | Founders Capital Management | 260 | 0,00 | 38 | 2,78 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 77.288 | -1,44 | 11.279 | 3,36 | ||||
| 2026-01-16 | 13F | Pictet & Cie (Europe) SA | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 8.332 | -5,39 | 1.216 | -10,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 1.621 | -24,88 | 237 | -21,33 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52.365 | -6,57 | 7.642 | -2,01 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 325 | 0,00 | 45 | 0,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 256.908 | -7,62 | 37.493 | -3,12 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.853 | -4,93 | 270 | -0,37 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 4.012 | 0,50 | 586 | 5,41 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 2.724 | 0,00 | 398 | 4,75 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 61.113 | -0,88 | 8.919 | -0,46 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 65.729 | -0,55 | 9.593 | 4,29 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 982 | -2,48 | 143 | 2,14 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 24.237 | 3.537 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 8.563 | -3,13 | 1.250 | 1,54 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.332.742 | -13,19 | 196.791 | -7,81 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 28.442 | -0,09 | 4.151 | 4,77 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.199.849 | 5,93 | 321.046 | 11,10 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.845 | 0,07 | 415 | 5,06 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.085 | 43,33 | 158 | 50,48 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 3.042 | 0,00 | 444 | 4,73 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.591 | 202,44 | 670 | 217,54 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.017 | 294 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 15.020 | 7,15 | 2.192 | 12,41 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.972 | 0,11 | 1.601 | 4,98 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 10.244 | 0,08 | 1.495 | 4,92 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5.478 | 0,20 | 799 | 5,13 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.784 | 0,00 | 260 | 4,84 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 11.992 | 12,72 | 1.750 | 18,24 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.199 | -24,28 | 467 | -20,61 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 411 | 60 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1.600 | 0,00 | 234 | 4,95 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 8.702 | 0,60 | 1.270 | 0,08 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 6.369 | 0,00 | 930 | 4,85 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 8.121 | -0,98 | 1.185 | 3,86 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 237 | 0,00 | 35 | 6,25 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 239 | -55,74 | 35 | -54,67 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1.985 | -20,73 | 290 | -16,95 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.393 | 203 | ||||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.500 | -10,71 | 365 | -6,43 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 150 | 0,00 | 22 | 5,00 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 900 | 0,00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 3.251 | -6,34 | 474 | -1,86 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 4.284 | 8,32 | 625 | 13,64 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2.874 | 0,00 | 419 | 5,01 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1.615 | 0,00 | 236 | 4,91 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 82 | 0,00 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 930.325 | -2,54 | 135.772 | 2,21 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1.622 | -13,03 | 237 | -8,88 | ||||
| 2026-05-01 | 13F | Citizens Business Bank | 2.157 | 0,00 | 315 | 4,67 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.508 | -56,88 | 366 | -54,76 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 52.234 | 1,16 | 7.623 | -1,05 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 1.815 | 0,00 | 265 | 4,76 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 37.406 | 0,00 | 5.459 | 4,88 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3.104 | 0,29 | 453 | 5,35 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 2.351 | 0,00 | 343 | -0,29 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 294 | 0,00 | 43 | 5,00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 2.425 | 1,63 | 354 | 6,33 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.882 | 746,64 | 2.464 | 789,17 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 8.536 | -0,96 | 1.246 | 3,84 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 1.415 | 0,00 | 207 | 5,10 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 465.864 | -2,54 | 67.988 | 2,21 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 47.822 | -2,12 | 6.979 | 2,66 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 1.650 | 0,00 | 241 | 4,80 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 184 | 27 | ||||||
| 2026-05-01 | 13F | American Trust | 26.761 | -8,10 | 3.906 | -3,63 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 1.470 | 0,55 | 214 | 5,42 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 158 | 0,00 | 23 | 9,52 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 4.966 | 0,00 | 725 | 4,78 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 96 | -11,11 | 14 | -6,67 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1.679 | 0,00 | 245 | 5,15 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 9.248 | -4,34 | 1.350 | 0,30 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 83.246 | -2,11 | 12.149 | 2,65 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 1.342 | -0,96 | 196 | 3,72 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.777 | 0,00 | 405 | 4,92 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.640 | 385 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 268 | 0,37 | 39 | 5,41 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 145.591 | -0,03 | 21 | 5,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 9.747 | 2,99 | 1.422 | 7,97 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 3.579 | -3,48 | 522 | 0,97 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 134 | 0,00 | 20 | 5,56 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 55.136 | -0,05 | 8.046 | 4,82 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.525 | -6,15 | 223 | -1,77 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 34.156 | -3,50 | 5 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.493 | -2,16 | 364 | 2,54 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 23.851 | -22,35 | 3.481 | -18,58 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 844 | 117 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.444 | 44,62 | 357 | 51,49 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5.826 | 850 | ||||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 1.418 | 207 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 2.256 | 0,00 | 329 | 5,11 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.847 | 0,18 | 416 | 5,06 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 266 | 0,00 | 39 | 2,70 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 1.480 | 0,00 | 216 | 4,88 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4.797 | 6,32 | 700 | 11,64 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4.662 | 21,91 | 680 | 27,82 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 327 | 0,00 | 48 | 4,44 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 3.535 | 3,85 | 516 | 8,88 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5.707 | 0,49 | 833 | 5,32 | ||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 11.465 | -4,55 | 1.673 | 0,12 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 350 | 0,00 | 51 | 6,25 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 2.570 | 0,00 | 375 | 5,04 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.514 | 367 | ||||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 9.435 | -1,77 | 1.377 | 2,99 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 59.010 | 1,17 | 8.006 | -1,37 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 6.070 | 0,41 | 886 | 5,23 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 20.868 | -2,44 | 3.046 | 2,32 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3.772 | -15,78 | 550 | -11,72 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 2.386 | 5,06 | 348 | 10,13 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 1.794 | -29,37 | 262 | -26,06 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 2.391 | 17,09 | 355 | 18,73 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.853 | -32,67 | 270 | -29,32 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 19.612 | -6,70 | 2.862 | -2,15 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1.335 | -3,54 | 195 | 1,57 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 2.332 | -3,99 | 340 | 0,59 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 54.265 | 2,84 | 7.919 | 7,84 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.034 | 0,00 | 283 | 0,00 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 3.310 | -1,46 | 461 | -2,13 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 39.851 | 0,62 | 5.816 | 5,52 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 404 | 0,00 | 59 | 3,57 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 3.700 | 0,00 | 540 | 4,86 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 20.685 | -37,33 | 3.019 | -34,29 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5.835 | -1,50 | 852 | 3,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 270 | 0,00 | 38 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 529 | 0,00 | 0 | |||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 14.100 | -36,20 | 2.058 | -33,11 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 3.938 | 575 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 12.267 | 0,00 | 1.790 | 4,86 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 586 | 0,00 | 85 | 4,94 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 10.692 | -2,28 | 1.560 | 2,50 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 4.953 | 0,00 | 723 | 4,79 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 3.956 | 21,02 | 577 | 27,09 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 743 | 0,00 | 108 | 4,85 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 5.295 | -0,92 | 771 | 2,53 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 71.408 | 146,25 | 10.421 | 158,27 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 586 | 86 | ||||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 1.951 | -1,81 | 285 | 2,90 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 22.707 | -1,59 | 3.314 | 3,18 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 9.584 | -23,08 | 1.399 | -19,33 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 970 | 0,10 | 142 | 5,22 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 178.029 | -2,41 | 25.981 | 2,34 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 25.272 | 6,96 | 3.688 | 12,20 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 70.901 | 4,49 | 10.347 | 9,58 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20.989 | 0,00 | 3.063 | 4,90 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1.896 | 0,00 | 277 | 4,94 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 109.023 | -2,15 | 15.911 | 2,62 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 5.093 | 0,00 | 743 | 4,94 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 189.356 | -1,31 | 27.635 | 3,50 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 52.419 | -5,94 | 7.650 | -1,99 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.239 | -24,10 | 327 | -20,49 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 28.688 | -12,31 | 4.187 | -8,04 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 14.650 | -25,45 | 2.138 | -21,80 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.956 | -16,96 | 1.015 | -12,88 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 1.883 | -9,34 | 275 | -5,19 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 1.918 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.863 | -9,34 | 418 | -5,01 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2.847.021 | 2,10 | 415.494 | 7,08 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 500 | -21,26 | 73 | -18,18 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 25.708 | 0,37 | 3.752 | 5,25 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.856 | -7,34 | 271 | -2,88 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.500 | 0,00 | 219 | 4,81 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 2.013 | -1,47 | 294 | 3,17 | ||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 1.800 | 0,00 | 263 | 4,80 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 1.968 | 0,00 | 287 | 5,13 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3.001 | 0,57 | 438 | 5,30 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 2.776 | -0,54 | 0 | |||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 10.035 | -0,67 | 1.465 | 4,20 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 20 | 3 | ||||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 1.937 | 0,00 | 283 | 4,83 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 3.284 | -1,97 | 479 | 2,79 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 37.232 | 5,90 | 5.434 | 11,06 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 5.951 | 0,02 | 868 | 4,83 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 30.480 | 0,57 | 4.448 | 5,48 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 712 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 68.887 | -0,30 | 10.053 | -0,83 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 4.488 | 1,08 | 655 | 6,00 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 10.438 | 1.560 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 64 | 0,00 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 78.058 | 1,18 | 11.392 | 6,10 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 728 | 0,00 | 106 | 4,95 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.201 | -19,29 | 759 | -15,40 | ||||
| 2026-05-07 | 13F | First National Trust Co | 3.302 | -2,91 | 482 | 1,69 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1.714 | 0,00 | 250 | 5,04 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 5.522 | -2,32 | 749 | -4,71 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 6.510 | 0,26 | 950 | 5,20 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 7.489 | -6,41 | 1.093 | -1,80 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 5.772 | 3,16 | 803 | 5,80 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 869 | 0,58 | 127 | 5,00 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 49.715 | -2,08 | 7.255 | 2,69 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 185 | 0,00 | 27 | 4,00 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.240 | 181 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.050 | 737 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24.635 | 11,80 | 3.428 | 11,12 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.018 | 0,07 | 420 | -0,71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.980 | -8,49 | 1.165 | -4,04 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 278 | 0,00 | 41 | 5,26 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 742.602 | -7,16 | 108.375 | -2,64 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 3.286 | -1,91 | 480 | 2,79 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 460.743 | -4,72 | 67.241 | -0,08 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.789 | -2,72 | 261 | 2,35 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 4.460 | 0,00 | 651 | 4,84 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 890 | 0,00 | 130 | 4,03 | ||||
| 2026-01-26 | 13F | Icapital Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 28 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 23.595 | -37,96 | 3.443 | -34,94 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 5.469 | -24,68 | 798 | -20,99 | ||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 1.900 | 0,00 | 277 | 4,92 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.762 | 15,07 | 3.614 | 20,67 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.183 | 0,05 | 319 | 4,95 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 17.264 | 20,37 | 2.520 | 26,27 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.820 | 266 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 87.295 | 140,87 | 12.691 | 151,76 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 23 | 0,00 | 3 | 0,00 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 1.680 | 0,00 | 245 | 5,15 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 21.345 | 0,00 | 3.115 | 4,88 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 2.319 | -8,52 | 338 | -3,98 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 1.694 | -31,36 | 236 | -31,88 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 1.000 | 136 | ||||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4.417 | 19,51 | 645 | 25,29 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 14.710 | -0,35 | 2.147 | 4,48 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10.609 | 0,34 | 1.548 | 5,23 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6.245 | 5,12 | 911 | 10,29 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 100 | 15 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.137 | 1,25 | 166 | 5,77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.539 | -0,79 | 2.268 | 4,04 | ||||
| 2026-04-23 | 13F | American National Bank | 2.011 | -6,94 | 293 | -2,33 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 4.115 | 0,00 | 601 | 4,90 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 11.033 | 0,30 | 1.610 | 5,23 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 42.854 | -2,10 | 6.254 | 2,68 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 10 | 1 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.585 | 1 | ||||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 65.205 | 6,74 | 9.516 | 11,95 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 9.323 | -2,55 | 1.361 | 2,18 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.786 | 0,17 | 261 | 4,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 253.134 | 15,22 | 36.942 | 20,83 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 10.112 | -1,62 | 1.476 | 3,15 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 14.500 | 0,00 | 2.116 | 4,91 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 371 | 0,00 | 54 | 5,88 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 6.978 | -25,25 | 1.018 | -21,63 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 486.196 | 6,36 | 70.255 | 10,44 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 34 | 0,00 | 5 | 0,00 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 7.133 | 0,56 | 993 | -0,10 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.300 | 0,00 | 190 | 5,00 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8.254 | -6,66 | 1.205 | -2,03 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.043 | 7,49 | 444 | 12,98 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 144.431 | 7,77 | 20.110 | 7,82 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7.462 | 0,43 | 1.089 | 5,32 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 58.470 | -15,22 | 8.533 | 94.711,11 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 257 | -40,78 | 38 | -38,33 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 13.499 | 0,00 | 1.970 | 4,90 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 111.237 | -2,02 | 16.234 | 2,75 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.687 | -26,80 | 392 | -23,14 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 2.109 | 0,00 | 308 | 4,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.175 | -1,53 | 901 | 3,33 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 850 | 0,00 | 124 | 5,08 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 225 | 0,00 | 33 | 3,23 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.434 | 209 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2.079 | -4,19 | 303 | 0,33 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 4.588 | 0,00 | 670 | 4,86 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 3.921 | -8,79 | 572 | -7,74 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 216 | 0,47 | 32 | 6,90 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 15.060 | 2,97 | 2.198 | 7,96 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 4.021 | -2,19 | 587 | 2,45 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 2.600 | 0,00 | 379 | 4,99 | ||||
| 2026-05-11 | 13F | Commerce Bank | 23.636 | 691,03 | 3.449 | 731,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 12.885 | 7,65 | 1.880 | 12,91 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 2.312 | -17,34 | 337 | -13,37 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1.510 | 0,00 | 220 | 4,76 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 74.385 | -25,53 | 10.418 | -25,12 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 353 | 0,00 | 52 | 4,08 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 9.823 | 15,74 | 1.434 | 21,34 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.319.410 | 0,51 | 1.068.195 | 5,40 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 2.471 | 0,00 | 361 | 4,96 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 4.349 | -2,45 | 635 | 2,26 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 106.752 | -1,95 | 15.579 | 2,82 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 4.536 | 0,00 | 662 | 4,75 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.057 | 0,00 | 300 | 4,90 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 12 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 85.753 | -17,31 | 12.515 | -13,28 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.400 | 0,00 | 204 | 5,15 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 102 | 0,00 | 15 | 0,00 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 239 | 4,85 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.162 | 15,34 | 1.921 | 20,98 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 217.246 | 9,19 | 30.232 | 8,49 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 7.150 | 0,00 | 1.043 | 4,93 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 4.134 | -2,36 | 1 | |||||
| 2026-05-15 | 13F | 10Elms LLP | 105 | 15 | ||||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1.000 | 146 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.516 | 0,00 | 221 | 5,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.103.411 | 2,21 | 161.032 | 7,19 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.381 | 202 | ||||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 13.520 | 0,30 | 1.973 | 5,23 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 2.136 | 3,89 | 312 | 8,74 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 28.178 | -0,06 | 4.112 | 4,82 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 648 | -2,26 | 95 | 2,17 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 13.989 | 0,19 | 2.042 | 5,04 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 27.747 | -40,38 | 3.872 | -38,56 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.139 | 2,47 | 1.334 | 7,41 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 4.093 | -0,80 | 597 | 4,01 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 418 | -97,17 | 61 | -97,03 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 16.879 | 39,98 | 2.463 | 46,78 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 25.118 | -4,41 | 3.666 | 0,25 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 765 | 17,69 | 112 | 23,33 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 51.569 | -2,75 | 7.526 | 1,99 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 3.687 | 0,00 | 538 | 6,53 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1.868 | 5,96 | 273 | 11,02 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 63 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 4.654 | 0,00 | 679 | 4,95 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 294 | -57,64 | 43 | -56,25 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.874 | -33,16 | 14.722 | -29,90 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 39.922 | -0,73 | 5.826 | 4,11 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 1.495 | 0,47 | 218 | 5,31 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 351.909 | -13,48 | 51.358 | -9,26 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15.340 | 6,30 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2.591 | 0,00 | 378 | 5,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 20.213 | -1,46 | 2.950 | 2,61 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.659 | -5,88 | 388 | -1,27 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2.297 | -22,06 | 335 | -18,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.820 | 4,14 | 412 | 9,31 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 50.788 | -2,36 | 7.412 | 2,40 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1.679 | -5,62 | 245 | -0,81 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 130.628 | 18,18 | 19.064 | 23,52 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 8.162 | -3,18 | 1.191 | 1,53 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 9.900 | 0,00 | 1.445 | 4,87 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 1.900 | 0,00 | 285 | 7,95 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 13.187 | 16,70 | 1.835 | 15,99 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3.389 | -30,65 | 495 | -27,35 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 195.067 | 0,57 | 28.470 | 5,48 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 5.204 | 0,00 | 759 | 4,83 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 259.984 | 2,29 | 37.942 | 7,27 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4.745 | 0,00 | 692 | 4,85 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 250 | 0,00 | 36 | 5,88 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 1.371 | 203 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.589 | 5,58 | 232 | 10,53 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 929 | 0,00 | 136 | 4,65 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.132 | -0,13 | 457 | 4,82 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 24.865 | -0,83 | 3.629 | 3,98 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 2.129 | 0,00 | 311 | 4,73 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 815 | 0,00 | 119 | 4,42 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 10.055 | -0,21 | 1.467 | 4,64 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 13.415 | 71,59 | 1.958 | 80,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.047 | 5,43 | 4.677 | 10,54 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 15.241 | 0,01 | 2.224 | 4,91 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 5.191 | -0,08 | 758 | 4,85 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 894 | -25,75 | 130 | -22,16 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 7.740 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 100 | 0,00 | 15 | 7,69 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 304.381 | 38,90 | 44.421 | 45,67 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 9.514 | 0,70 | 1.388 | 5,63 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Headinvest, Llc | 2.905 | 0,00 | 424 | 4,70 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 6.212 | 0,23 | 907 | 5,10 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 1.657 | 3,11 | 242 | 8,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.849.841 | 0,19 | 707.786 | 5,07 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 2.012 | 0,60 | 294 | 0,00 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 63.587 | -11,36 | 9.280 | -7,04 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.717 | 0,00 | 251 | 5,04 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1.645 | -4,19 | 240 | 0,84 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 18 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 178 | 0,00 | 26 | 4,17 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.835 | 0,16 | 268 | 5,12 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 9.418 | -0,72 | 1.374 | 4,09 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.125 | -1,44 | 310 | 3,33 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 51.269 | 4,37 | 7.482 | -1,76 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.250 | -10,27 | 182 | -5,70 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 2.895 | 0,87 | 422 | 5,76 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 25.413 | 3.709 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4.033 | 0,20 | 597 | -3,40 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 6.579 | 0,00 | 960 | 4,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20.166 | 6,13 | 2.943 | 11,31 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 16.931 | 664,03 | 2.471 | 701,95 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 175 | 0,00 | 25 | 4,35 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.740 | 0,00 | 400 | -0,75 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.782 | 0,05 | 552 | 4,94 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 8.580 | -0,23 | 1.252 | 4,68 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 22.079 | 0,00 | 3.222 | 4,88 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4.460 | 0,00 | 651 | 4,84 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 63 | 0,00 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 34.279 | 0,19 | 5.003 | 5,06 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.154 | -18,72 | 2.109 | -19,26 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.657 | 0,19 | 680 | 4,46 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 1.753 | 0,23 | 256 | 4,94 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2.190 | 0,60 | 320 | 5,63 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 7.933 | 0,09 | 1.158 | 4,99 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 1.451 | 0,00 | 202 | -0,99 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 770 | 0,00 | 112 | 4,67 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.423 | 0,62 | 354 | 5,37 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 124.028 | -0,28 | 18.101 | 4,58 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 1.787 | 0,11 | 261 | 4,84 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 6.827 | 0,26 | 996 | 5,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.762 | -15,82 | 403 | -11,62 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.780 | 406 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 18.777 | 1,62 | 2.740 | 6,57 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.603 | 0,00 | 223 | -0,45 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.060 | 592 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 3.743 | 0,00 | 546 | 5,00 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 2.509 | 0,00 | 349 | -0,57 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 1.287 | 0,00 | 188 | 4,47 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 19.871 | 0,00 | 2.900 | 4,85 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 89.123 | -0,19 | 13.007 | 4,67 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 2.297 | 0,57 | 335 | 5,68 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.696 | 1,32 | 539 | 6,31 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 96.139 | 0,27 | 14.030 | 5,15 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 1.600 | 0,00 | 234 | 4,95 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.885 | 0,16 | 275 | 5,36 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 1.490 | 0,00 | 217 | 4,83 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 25.335 | -9,81 | 3.697 | -5,40 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 475 | 0,00 | 71 | 6,06 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.011 | 0,05 | 558 | -0,53 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 10.015 | -1,26 | 1.462 | 3,54 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.712 | -24,48 | 250 | -20,95 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 406 | 0,74 | 59 | 5,36 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 6.675 | -4,71 | 974 | 0,00 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 42.828 | -12,70 | 6.250 | -8,44 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 11.064 | 0,02 | 1.615 | 4,87 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 6.583 | -8,15 | 916 | -8,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 9.156 | 0,00 | 1.336 | 133.500,00 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 5.938 | -0,95 | 867 | |||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 255 | 37 | ||||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 2.094 | 0,00 | 306 | 4,81 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 1.570 | 0,00 | 218 | -0,46 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 1.698 | 10,40 | 248 | 15,42 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.750 | -6,91 | 255 | -2,30 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3.263 | 0,18 | 476 | 5,08 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 507 | 0,00 | 74 | 5,71 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 18.961 | 0,75 | 2.768 | 5,69 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 26.885 | 10,28 | 3.924 | 15,65 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 685 | 0,00 | 100 | 4,21 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 32.531 | -11,62 | 4.759 | -9,13 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 1.652 | -37,80 | 230 | -38,27 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22.857 | 1,48 | 3.336 | 6,41 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 3.273 | -4,85 | 478 | -0,21 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 3.155 | 0,00 | 460 | 4,78 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 6.770 | 90,76 | 988 | 100,20 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 8.691 | -0,67 | 1.268 | 4,19 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 41.228 | 13,93 | 6.017 | 19,48 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 4.151 | -1,40 | 606 | 3,42 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 765 | 0,00 | 112 | 4,72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 8.002 | 0,00 | 1.168 | 4,85 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 3.759 | 0,00 | 549 | 4,78 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5.026 | 0,06 | 734 | 5,01 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5.391 | -2,60 | 787 | 2,08 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 8.723 | -3,41 | 1.273 | 1,35 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 150.882 | -15,64 | 22.020 | -11,53 | ||||
| 2026-04-10 | 13F | Novem Group | 29.012 | 0,05 | 4.234 | 4,91 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 4.800 | 0,00 | 701 | 4,95 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 40.049 | 54,89 | 5.845 | 62,42 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 28 | -86,21 | 4 | -89,29 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.005 | 499,80 | 3.107 | 537,99 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 215 | 0,00 | 31 | 6,90 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 1.406 | 205 | ||||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 2.483 | 0,00 | 362 | 4,93 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 25.058 | 0,59 | 3.657 | 5,48 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.675 | 0,00 | 974 | 4,96 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 11.646 | 1.700 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255.207 | 4,31 | 37.245 | 9,39 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 7.800 | 1,18 | 1.138 | 6,16 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 3.405 | -4,08 | 503 | -3,46 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 31.089 | -2,71 | 4.537 | 2,05 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14.766 | 10,75 | 2.155 | 16,12 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 3.100 | 40,91 | 452 | 47,71 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 4.715 | -19,54 | 1 | |||||
| 2026-04-07 | 13F | Eastern Bank | 382 | 0,00 | 56 | 3,77 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 9.188 | -1,28 | 1.341 | 3,47 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 241 | 0,00 | 35 | 6,06 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 4.179 | -3,42 | 611 | 1,33 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.434 | 0,05 | 647 | 5,03 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.541 | -0,40 | 1.101 | 4,46 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 1.400 | 204 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 108 | 0,93 | 16 | 7,14 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2.600 | 0,00 | 379 | 4,99 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 7.250 | 1,40 | 1.058 | 6,44 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 303 | 4,84 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2.681 | -11,52 | 391 | -7,13 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 10.114 | 0,00 | 1.476 | 4,90 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.771 | -1,28 | 550 | 3,58 | ||||
| 2026-05-08 | 13F | Bokf, Na | 107.806 | 5,61 | 15.733 | 10,76 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.823 | 13,09 | 266 | 18,75 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2.425 | 0,00 | 354 | 4,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 99.605 | 6,20 | 14.538 | 11,39 | ||||
| 2026-01-29 | 13F | Comerica Bank | 114.551 | -2,04 | 15.941 | -2,66 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.045 | 298 | ||||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 30.836 | 6,14 | 4.500 | 11,33 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 12.111 | -1,94 | 1.767 | 2,85 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 36.556 | -5,06 | 5.335 | -0,45 | ||||
| 2026-05-15 | 13F | Fmr Llc | 127.412 | 7,94 | 18.594 | 13,19 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 3.203 | 0,00 | 467 | 4,94 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 17.282 | 2.522 | ||||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 514.315 | 7,85 | 75.076 | 13,09 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 1.948 | -8,76 | 284 | -4,38 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 18.247 | 0,60 | 2.663 | 5,47 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 38.557 | 2,80 | 5.627 | 7,82 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 10.472 | -41,72 | 1.528 | -38,88 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 1.559 | 0,00 | 228 | 5,09 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 26.612 | 10,76 | 3.884 | 16,15 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 4.288 | 0,09 | 626 | 4,87 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 2.274 | 0,00 | 332 | 4,75 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 4.688 | -9,95 | 684 | -5,52 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 115.078 | 1.558,66 | 16.794 | 1.640,31 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 2.442 | -10,06 | 356 | -5,57 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 6.090 | 0,00 | 889 | 4,84 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4.531 | -4,83 | 661 | -0,15 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 280.481 | -1,30 | 40.933 | 3,52 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2.843 | -21,85 | 415 | -18,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 439.196 | -0,67 | 64.096 | 4,17 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.030 | 9,82 | 442 | 15,40 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 69 | -96,16 | 10 | -96,41 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4.855 | 82,86 | 708 | 91,87 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 4.196 | -37,12 | 1 | |||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 2.007 | -2,43 | 279 | -3,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.998.124 | -1,02 | 437.546 | 3,80 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 20.942 | -1,69 | 3.056 | 3,10 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 572.599 | -5,38 | 84 | -1,19 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.434 | -3,14 | 355 | 1,72 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.915 | 0,00 | 425 | 4,94 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 1.600 | 0,00 | 234 | 4,95 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 741 | -61,82 | 108 | -60,00 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 732 | 0,00 | 107 | 4,95 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.962 | -62,10 | 1 | -100,00 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 1.970 | 0,00 | 288 | 4,74 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 812 | 0,00 | 119 | 5,36 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 150.559 | -0,48 | 21.973 | 4,39 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.882 | 3,26 | 1.442 | 8,34 | ||||
| 2026-05-11 | 13F | Options Solutions, Llc | 1.470 | 0,00 | 215 | 4,90 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.753 | 0,00 | 256 | 4,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 7.392 | 1.528,19 | 1.079 | 1.611,11 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 13.826 | -36,65 | 2.018 | -33,59 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 545 | 0,00 | 80 | 5,33 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 23.726 | 0,53 | 3.464 | 5,45 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 1.551 | 0,00 | 226 | 5,12 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 43.976 | 4,17 | 6.418 | 9,26 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 132.157 | 44,47 | 18.393 | 43,57 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 2.528 | 25,90 | 369 | 32,26 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 5.086 | -0,86 | 742 | 4,07 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 64.817 | 3,31 | 9.459 | 8,35 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4.420 | -36,03 | 645 | -32,88 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 14.038 | -0,38 | 2.049 | 4,44 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 6.724 | -5,97 | 981 | -1,41 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 15.418 | 2,38 | 2.250 | 7,40 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5.185 | 0,00 | 757 | 4,85 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 39.092 | -0,71 | 5.705 | 1,13 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 26.224 | 110,82 | 3.827 | 121,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 10.830 | 0,74 | 1.507 | 0,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 42.626 | 0,83 | 6.221 | 5,73 | ||||
| 2026-04-23 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 1.657 | 0,61 | 242 | 5,24 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1.620 | 0,00 | 236 | 4,89 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 15.213 | -2,97 | 2.220 | 1,79 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6.986 | 20,12 | 1.020 | 25,96 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 2.505 | 0,00 | 366 | 4,89 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 8.859 | 0,00 | 1.293 | 4,87 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.970 | -8,63 | 871 | -4,18 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 43.032 | -0,61 | 6.280 | 4,23 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 17.365 | -2,20 | 2.556 | 2,82 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 6.003 | -3,10 | 876 | 1,62 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 27.084 | 57,40 | 4 | 50,00 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 7.690 | 0,00 | 1.122 | 4,86 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 2.013 | -1,37 | 295 | 3,87 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Wealth Care LLC | 6.858 | 1.001 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 19.998 | -4,23 | 2.918 | 0,45 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7.474 | -5,50 | 1.111 | 0,36 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2.515 | 0,08 | 367 | 5,16 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 370 | 0,00 | 54 | 3,92 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 6.555 | -6,88 | 957 | -2,35 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13.109 | 0,00 | 1.913 | 4,88 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 12.447 | -12,21 | 1.817 | -7,96 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 745 | 0,00 | 109 | 4,85 | ||||
| 2026-04-20 | 13F | Emprise Bank | 3.474 | 0,00 | 507 | 4,76 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 52.469 | 0,23 | 8 | 0,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 370 | 54 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 50.894 | 0,69 | 7.427 | 5,60 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3.126 | 0,32 | 456 | 5,31 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16.675 | 6,59 | 2.434 | 11,81 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 1.526 | 0,00 | 229 | 3,64 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1.286 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 5.860 | -19,27 | 879 | -15,33 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 3.078 | 0,00 | 449 | 4,91 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 42.688 | 35,03 | 6.230 | 41,60 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4.486 | -1,67 | 655 | 3,15 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3.804 | -1,01 | 555 | 3,93 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 250 | 0,00 | 36 | 5,88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3.200 | 467 | |||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 3.705 | -3,89 | 541 | 0,75 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.974 | -1,05 | 288 | 3,97 | ||||
| 2026-04-24 | 13F | Bayban | 158 | 0,00 | 23 | 9,52 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 275 | 0,00 | 40 | 5,26 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 15.509 | 0,00 | 2.263 | 4,87 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.280 | 102,47 | 479 | 112,44 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 4.491 | 17,41 | 655 | 23,12 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.271 | 0,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.399.408 | -1,77 | 202.215 | 1,99 | ||||
| 2026-04-08 | 13F | Gainplan LLC | 2.139 | 0,00 | 312 | 5,05 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 250 | 0,00 | 36 | 5,88 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.753 | 16,70 | 402 | 14,57 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 15.499 | 0,25 | 2.157 | 0,28 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 1.838 | 3,96 | 268 | 8,94 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 5.036 | -1,60 | 735 | 3,09 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.324 | 0,00 | 339 | 4,95 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 6.163 | 0,00 | 899 | 4,90 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.975 | 0,61 | 291 | 6,23 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 372 | 0,00 | 54 | 5,88 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 1.600 | 0,00 | 235 | 0,86 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8.993 | -1,05 | 1.312 | 3,80 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2.372 | -3,81 | 346 | 0,87 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.938 | 0,01 | 1.159 | 4,89 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 9.948 | -4,60 | 1.452 | 0,00 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 35 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Chemung Canal Trust Co | 2.184 | 0,00 | 319 | 4,95 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 7.310 | -4,34 | 1.067 | 0,28 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7.447 | 2,25 | 1.076 | 6,22 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 25.272 | 6,96 | 3.688 | 12,20 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 13.012 | 1.899 | ||||||
| 2026-04-13 | 13F | Bank & Trust Co | 50 | 0,00 | 7 | 16,67 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 57.620 | -4,76 | 8.409 | -0,11 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.375 | -18,10 | 347 | -14,14 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 22.552 | -2,73 | 3.291 | 2,01 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 2.042 | 0,10 | 298 | 5,30 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1.407 | 205 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 15.600 | 77,27 | 2.277 | 85,95 | |||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 16.529 | 0,27 | 2.412 | 5,14 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 26.007 | -11,97 | 3.795 | -7,69 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 152.147 | 58,61 | 22.204 | 66,35 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 3.806 | -3,52 | 555 | 1,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4.800 | -29,41 | 701 | -26,00 | |||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5.820 | 7,18 | 849 | 12,45 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 4.220 | -13,36 | 616 | -9,16 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95.803 | -2,30 | 13.981 | 2,46 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.443 | 422,35 | 2.108 | 448,70 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 39.809 | 6,54 | 5.810 | 11,73 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 2.460 | 0,00 | 359 | 4,97 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 2.035 | 0,00 | 297 | 4,59 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 182 | 0,00 | 27 | 4,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 807 | 707,00 | 118 | 800,00 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 0 | 0 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 15.617 | -5,86 | 2.279 | -1,26 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2.448 | 0,25 | 357 | 5,31 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 1.827 | 0,00 | 267 | 4,72 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 5.247 | 0,00 | 766 | 4,79 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 2.808 | 0,00 | 410 | 4,87 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 992.290 | 25,33 | 144.815 | 31,44 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 15.028 | 0,21 | 2.193 | 5,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.626 | 0,13 | 675 | 5,14 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 598 | 0,00 | 87 | 4,82 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.026 | -53,07 | 0 | |||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 22.883 | 3 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 355 | 255,00 | 52 | 292,31 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 150 | 0,00 | 22 | 5,00 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 12.722 | -17,98 | 1.857 | -13,99 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2.310 | 0,00 | 337 | 4,98 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 2.496 | 0,00 | 364 | 4,90 | ||||
| 2026-05-04 | 13F | King Wealth | 2.836 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 3.159 | 81,76 | 461 | 91,29 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 9.862 | 120,68 | 1.462 | 132,64 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 4.014 | -5,86 | 586 | -1,35 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2.640 | 66,04 | 385 | 74,21 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 3.156 | 0,00 | 461 | 4,78 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.203 | 0,27 | 329 | -2,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 280.240 | 1,80 | 40.898 | 6,76 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 30.056 | 0,13 | 4.386 | 5,00 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.850 | 0,37 | 1.000 | 5,27 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 5.904 | 2,82 | 862 | 7,76 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 110.265 | 21,74 | 16.092 | 27,67 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 182.040 | 0,05 | 26.567 | 4,92 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 5.406 | 0,00 | 789 | 4,79 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 650 | 25,00 | 90 | 25,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 677 | -19,60 | 99 | -16,24 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 193 | 28 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 8.985 | 0,00 | 1.311 | 4,88 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 3.469 | 0,00 | 506 | 4,98 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 5.570 | -1,35 | 813 | 3,44 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1.791 | -44,22 | 261 | -41,48 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 57.270 | -2,51 | 8.358 | 2,24 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.610 | -1,41 | 235 | 3,52 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.656 | 17,14 | 545 | 25,35 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 4.995 | -3,38 | 729 | 1,25 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 106.049 | 1,54 | 15.477 | 6,49 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 9.674 | 3,87 | 1.412 | 8,87 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.214 | 0,00 | 177 | 5,36 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 5.559 | -1,49 | 811 | 3,31 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 5.764 | 0,00 | 841 | 4,86 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 352 | 0,00 | 51 | 6,25 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.825 | 266 | ||||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 1.819 | -9,10 | 265 | -4,68 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.474 | 215 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.993 | 0,58 | 583 | 5,43 | ||||
| 2026-05-08 | 13F | Cetera Trust Company, N.A | 414 | 0,00 | 60 | 5,26 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 4 | 1 | ||||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 2.399 | 0,00 | 350 | 5,11 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.392 | 10,05 | 641 | 15,32 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 17.628 | -0,42 | 2.573 | 4,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 3.617 | -30,03 | 528 | -26,70 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7.175 | -5,59 | 1.047 | -0,95 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 1.430 | 209 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 553 | 81 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.108 | 0,00 | 308 | 4,78 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 593 | 0,00 | 87 | 4,88 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24.530 | 4 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 113.505 | -0,76 | 16.565 | 4,07 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 54.042 | -1,67 | 7.887 | 3,11 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 428 | 5,43 | |||||
| 2026-05-04 | 13F | Nwam Llc | 5.667 | -1,48 | 827 | -1,19 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 80.317 | -3,42 | 11.722 | 1,29 | ||||
| 2026-04-20 | 13F | City State Bank | 358 | 0,00 | 52 | 6,12 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 216.208 | -1,77 | 31.553 | 3,02 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 12.364 | 0,00 | 1.804 | 4,88 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 278.651 | -0,42 | 40.666 | 4,43 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 26.360 | -0,22 | 3.880 | 0,18 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 5.900 | 0,03 | 861 | 4,88 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 3.098 | -0,77 | 452 | 4,15 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 52.658 | 1,49 | 7.687 | 6,44 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1.822 | 0,00 | 266 | 4,74 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.908 | 278 | ||||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.398 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 1.748 | -7,90 | 255 | -3,41 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 3.082 | -4,91 | 450 | -0,22 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 54.537 | 0,58 | 7.959 | 5,49 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 10.842 | 0,00 | 1.582 | 4,91 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 77.839 | -4,01 | 11.360 | 0,66 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 1.424 | 208 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.091 | 0,00 | 159 | 5,30 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 1.500 | 0,00 | 219 | 4,81 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2.474 | -3,74 | 361 | 1,12 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 328.838 | -0,85 | 47.991 | 3,98 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 2.016 | 0,20 | 294 | 5,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 25.080 | 5,55 | 3.660 | 10,71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.556 | 7,30 | 373 | 12,39 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.493 | 0,00 | 218 | 4,33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 175.514 | -0,21 | 25.615 | 4,65 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 27.786 | 1,86 | 4.055 | 6,82 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 85.447 | 3,26 | 12.475 | 8,38 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 5.938 | -32,53 | 867 | -29,25 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 3.252 | 0,00 | 475 | 4,87 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 1.695 | 0,00 | 247 | 5,11 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 628 | -56,45 | 92 | -54,50 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 30.340 | -5,34 | 4.428 | -0,74 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 14.424 | -2,37 | 2.105 | 2,38 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 70 | 0,00 | 10 | 11,11 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 12.769 | 1,19 | 1.864 | 6,09 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 1.601 | 0,19 | 234 | 4,95 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 7.264 | -1,64 | 1.060 | 3,21 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 1.681 | -32,00 | 245 | -28,78 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1.475 | 0,00 | 215 | 4,88 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 4.110 | -0,17 | 600 | 4,72 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.478 | 1,37 | 213 | 3,92 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.881 | 37,10 | 275 | 44,21 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 3.080 | 0,62 | 449 | 5,40 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3.600 | 0,59 | 525 | 5,42 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 3.248 | -0,46 | 474 | 4,41 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.037 | 151 | ||||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 2.450 | -9,09 | 358 | -4,80 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 10.277 | 347,21 | 1.500 | 369,91 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.437 | -15,72 | 210 | -11,81 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.841 | -0,65 | 1.290 | 4,20 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 1.800 | 263 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 23.339 | -0,50 | 3.406 | 4,35 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2.987 | -0,03 | 436 | 4,82 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 6.359 | 928 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 37.781 | -4,93 | 5.514 | -0,31 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 9.662 | 0,07 | 1.410 | 4,99 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 4.387 | -1,90 | 640 | 2,89 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 2.757 | 0,00 | 402 | 4,96 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 26.198 | -1,31 | 3.823 | 3,49 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 51.361 | 2,58 | 7.496 | 7,58 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 94.797 | 3,50 | 13.835 | 8,54 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 782.740 | 1,46 | 114.233 | 6,28 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 7.290 | 0,00 | 1.064 | 4,83 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.640 | 0,16 | 1.261 | 5,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.547 | 3,96 | 664 | 9,05 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 287 | 0,00 | 42 | 5,13 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3.132 | 6,13 | 457 | 11,46 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 932.453 | -3,55 | 129.760 | 96.018,52 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.699 | 0,00 | 248 | 4,66 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 81.952 | -0,46 | 11.960 | 4,40 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 1.500 | -2,41 | 219 | 2,35 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 50 | 0,00 | 7 | 16,67 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 30 | 0,00 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 101 | 0,00 | 15 | 7,69 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 5.497 | 802 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 125 | 0,00 | 18 | 5,88 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 110 | 0,00 | 16 | 6,67 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 181 | 0,00 | 26 | 4,00 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 71.922 | -2,72 | 10.496 | 2,02 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 117 | 17 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 4.494 | -1,06 | 656 | 3,64 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.168 | 42,82 | 302 | 59,26 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 1.415 | 207 | ||||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 170 | -32,00 | 25 | -29,41 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 92.725 | -1,27 | 13.536 | 3,57 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 2.689 | 0,41 | 392 | 5,38 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5.063 | 0,00 | 739 | 4,83 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 368.501 | 4,14 | 53.779 | 9,21 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 13.138 | -15,99 | 1.917 | -11,90 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 495.043 | -1,50 | 72.247 | 3,30 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.933 | 0,00 | 282 | 5,22 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.503 | -11,50 | 1 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.433 | -19,76 | 355 | -20,27 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 4.207 | 0,00 | 614 | 4,79 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.534 | 1,30 | 808 | 6,18 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 14.584 | -10,35 | 2.128 | -5,97 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 2.590 | -1,89 | 378 | 2,72 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 31.786 | -0,76 | 4.639 | 4,06 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3.668 | -1,71 | 535 | 3,08 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 690 | -36,70 | 101 | -33,77 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 11.382 | 0,00 | 1.661 | 4,93 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 6.261 | -14,33 | 914 | -10,23 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 5.408 | -3,74 | 789 | 1,02 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 5.632 | -38,58 | 822 | -35,66 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.400 | 204 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 2.009 | 0,00 | 293 | 5,02 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 8.246 | -2,85 | 1.203 | 1,86 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 969 | 0,00 | 141 | 5,22 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 3.347 | -0,59 | 488 | 4,27 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.874 | 0,00 | 565 | 4,82 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 1.480 | -11,64 | 216 | -7,73 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8.777 | 0,09 | 1.281 | 4,92 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 2.936 | 0,00 | 428 | 4,90 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 217 | 0,00 | 32 | 3,33 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 5.738 | -9,12 | 837 | -4,67 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.026 | 296 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 1.600 | 0,00 | 234 | 4,95 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 2.358 | 0,00 | 344 | 4,88 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 6.553 | -70,81 | 1 | -100,00 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 17.740 | 9,13 | 2.589 | 14,46 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.577 | 0,09 | 667 | 4,87 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 3.775 | 1,78 | 551 | 6,59 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 3.861 | 0,26 | 569 | 6,36 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 174 | 0,00 | 25 | 4,17 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 14.212 | 0,72 | 1.978 | 0,05 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 71.445 | 14,17 | 10.427 | 19,73 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 22.725 | 228,16 | 3.316 | 244,34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.047 | 0,58 | 153 | 4,83 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 12.760 | -6,68 | 1.862 | -2,10 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 10.653 | 0,08 | 1.555 | 4,93 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 150 | 22 | ||||||
| 2026-05-08 | 13F | STAR Financial Bank | 6.541 | -4,50 | 955 | 0,10 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 79.562 | -0,80 | 11.611 | 4,03 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.233 | 0,41 | 180 | 5,29 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 495 | 0,00 | 72 | 5,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 24.524 | -0,96 | 3.579 | 3,89 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.572 | -2,57 | 1 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 2.617 | -2,57 | 382 | 2,14 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 76.476 | -1,22 | 11.161 | 3,59 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.757 | -0,63 | 694 | 4,20 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 3.344 | 0,00 | 488 | 4,95 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 1.754 | 0,00 | 258 | 1,98 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16.991 | -3,52 | 2 | 0,00 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 622 | -25,69 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 86.766 | 7,74 | 12.663 | 12,98 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 422.523 | 0,19 | 61.663 | 5,40 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 7.000 | 0,00 | 1.022 | 4,83 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 3.108 | -0,51 | 454 | 3,42 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 342 | 0,00 | 50 | 4,26 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 4.748 | -5,17 | 693 | -0,57 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9.508 | 0,58 | 1.388 | 5,48 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 3.308 | 5,42 | 483 | 10,55 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.786 | 0,32 | 552 | 4,15 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 68.710 | -0,91 | 10.028 | 3,92 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.844 | 0,00 | 269 | 5,08 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 2.748 | 0,59 | 401 | 5,53 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 3.138 | -44,70 | 458 | -42,08 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 1.460 | -0,82 | 213 | 4,41 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35.779 | -1,71 | 5.222 | 3,08 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 8.943 | -2,88 | 1.305 | 1,87 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 15.487 | -27,10 | 2.260 | -23,55 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.416 | 0,41 | 645 | 5,23 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 5.244 | 397 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 450.028 | -7,30 | 65.677 | -2,78 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 89.489 | 13.060 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2.139 | 1,52 | 312 | 6,48 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 50.302 | -0,06 | 7.341 | 4,81 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 506 | 0,00 | 74 | 4,29 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2.480 | 0,61 | 362 | 5,25 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8.553 | -6,77 | 1.248 | -2,19 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 3.230 | 0,00 | 471 | 4,90 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 40.235 | -0,28 | 5.927 | 2,33 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 44.035 | 1,99 | 6.442 | 4,89 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.194 | 2,17 | 1.380 | 4,55 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 194 | -10,60 | 28 | -6,67 | ||||
| 2026-04-16 | 13F | Friday Financial | 1.902 | 0,00 | 278 | 4,92 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 4.442 | 0,29 | 648 | 5,19 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.149 | 0,03 | 897 | 4,91 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 1.851 | 270 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 17.268 | -2,15 | 2.520 | 2,65 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 2.123 | 0,00 | 310 | 4,75 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 36.799 | 1,09 | 5.370 | 0,56 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 337 | 0,00 | 49 | 6,52 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 2.065 | 0,00 | 301 | 4,88 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 11.978 | 0,00 | 1.748 | 4,92 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 5.421 | 18,05 | 791 | 23,98 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 2.955 | -1,40 | 431 | 3,36 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 93.591 | -5,64 | 13.659 | -1,04 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 4.242 | -2,91 | 619 | 1,98 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 990 | -16,67 | 144 | -12,73 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.400 | 934 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3.459 | 11,22 | 505 | 16,67 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 30.135 | 0,52 | 4.398 | 5,39 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 2.743 | 0,00 | 400 | 4,99 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 13.572 | -0,80 | 1.981 | 4,05 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 1.991 | 0,00 | 277 | -0,36 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 2.680 | 0,00 | 391 | 5,11 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 11.673 | 0,58 | 1.704 | 5,45 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 2.154 | -65,12 | 314 | -63,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 18.927 | 13,83 | 2.762 | 19,36 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 7.299 | -14,86 | 1.065 | -10,73 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 10.184 | -15,09 | 1.486 | -10,96 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 4.358 | 0,07 | 636 | 5,12 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 17.323 | 5,71 | 2.528 | 10,88 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 8.744 | 10,96 | 1.276 | 16,42 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 7.500 | 0,00 | 1.095 | 4,89 |
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