Basisstatistiken
| Institutionelle Eigentümer | 1388 total, 1386 long only, 1 short only, 1 long/short - change of -4,14% MRQ |
| Durchschnittliche Portfolioallokation | 2.0371 % - change of -8,99% MRQ |
| Institutionelle Aktien (Long) | 171.235.011 (ex 13D/G) - change of -14,71MM shares -3,97% MRQ |
| Institutioneller Wert (Long) | $ 15.513.738 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) hat 1388 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 171,235,011 Aktien. Die größten Aktionäre sind Fmr Llc, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Catalyst Capital Advisors LLC, Millburn Ridgefield Corp, and Envestnet Asset Management Inc .
iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 7.830 | 3,93 | 726 | 2,40 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 136.874 | 0,35 | 12.847 | -0,48 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 328.555 | 6,64 | 30.465 | 3,50 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8.721 | 15,11 | 809 | 13,32 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 51.300 | -5,70 | 4.758 | -7,13 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 350 | -53,08 | 32 | -54,29 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 3.406 | -31,89 | 316 | -32,98 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.879 | 0,49 | 364 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 8.302 | -25,56 | 770 | -27,79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 220 | 228,36 | 20 | 233,33 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 2.578 | 15,71 | 239 | 14,35 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.488 | 0,00 | 138 | -2,14 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 33.734 | -4,68 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4.069 | -0,25 | 377 | -1,82 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3.449 | 0,00 | 320 | -1,54 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6.270 | 113,41 | 581 | 110,51 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 39.679 | 2,06 | 3.736 | 1,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 44 | 4 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 15.592 | -8,17 | 1.446 | -9,57 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 3.091 | -4,04 | 287 | -5,61 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 3.911 | 0,00 | 363 | -1,63 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.507 | -56,54 | 233 | -57,27 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21.249 | 1,94 | 1.971 | 0,41 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 68.197 | 0,01 | 6.325 | -1,50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 8.311 | 0,25 | 771 | -1,28 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 5.195 | 0,00 | 482 | -1,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 113.676 | 583,19 | 10.672 | 580,55 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 12.602 | -4,96 | 1.169 | -6,41 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61.808 | -4,24 | 5.732 | -5,68 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 3.146 | 204,55 | 292 | 200,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 6.924 | -2,40 | 642 | -3,75 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 767 | 0,00 | 71 | -1,39 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 420 | 0,00 | 39 | -2,56 | ||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 13.829 | -80,36 | 1 | -83,33 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 4.011 | 0,00 | 372 | -1,59 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.397 | 0,00 | 130 | -1,53 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.442 | 0,00 | 226 | -1,31 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 5.087 | 0,00 | 481 | -0,21 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.082 | 0,00 | 100 | -0,99 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 27.941 | -1,88 | 2.591 | -3,36 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 150.485 | -17,21 | 14.125 | -17,48 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 177.987 | 1,68 | 16.506 | 0,15 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 140.014 | 0,43 | 12.985 | -1,09 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 15.429 | -1,08 | 1.431 | -2,59 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3.350 | -14,93 | 311 | -15,30 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.688 | 0,00 | 528 | -1,50 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.929 | 1,53 | 182 | 1,11 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 131.500 | -3,06 | 12.195 | -4,53 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.079 | 0,67 | 471 | -0,84 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 239.019 | 5,07 | 22.167 | 3,47 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 10.592 | 97,13 | 982 | 94,46 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 111.216 | 2,33 | 10.314 | 0,79 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 12.102 | 0,00 | 1.122 | -1,49 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 114.115 | -4,74 | 10.583 | -6,17 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 66 | 6 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4.508 | -0,97 | 418 | -2,34 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 7.020 | -10,42 | 651 | -11,67 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 4.173 | 0,00 | 387 | -1,28 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 18.480 | 1.714 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 7.760 | -2,99 | 720 | -4,52 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 6.434 | 0,00 | 597 | -1,49 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.711 | 0,22 | 251 | -1,18 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 175 | -42,62 | 16 | -42,86 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 14.854 | 4,80 | 1.378 | 3,22 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 77.426 | -2,09 | 7.180 | -3,57 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 10.462 | -28,30 | 970 | -29,35 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 12.387 | -0,34 | 1.149 | -1,88 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 87 | 0,00 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 101.805 | -9,49 | 9 | -10,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4.207 | 9,44 | 390 | 8,03 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 104.200 | 9.664 | ||||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.995 | 0,20 | 185 | -1,60 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 23.342 | -18,54 | 2.165 | -19,79 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 78.980 | -0,13 | 7.325 | -1,64 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707.715 | -2,88 | 65.633 | -4,34 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13.055 | -2,76 | 1.211 | -5,32 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 6.528 | 11,99 | 615 | 10,83 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 124 | -1,59 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25.569 | 25,41 | 2.371 | 23,55 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2.595 | 0,00 | 241 | -1,64 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 7.256 | 0,00 | 673 | -1,61 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 233.687 | -3,46 | 22 | -4,55 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.199 | -10,24 | 946 | -11,60 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.531.309 | 1,74 | 144.186 | 0,69 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 2.347 | 0,00 | 218 | -1,36 | ||||
| 2026-04-08 | 13F | Exchange Bank | 6.100 | -3,17 | 566 | -4,72 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 76.590 | 213,82 | 7.103 | 209,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.783 | -0,58 | 829 | -1,66 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 122.252 | 0,27 | 11.338 | -1,25 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 2.518 | 0,00 | 234 | -1,69 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 2.530 | 0,00 | 239 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12.748.910 | -16,33 | 1.182.334 | -17,59 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 9.907 | -6,38 | 919 | -7,83 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.416 | -2,50 | 410 | -3,99 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.336.870 | -5,76 | 124 | -7,52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 213 | -45,24 | 20 | -47,22 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 30.517 | -4,83 | 2.830 | -6,26 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 8.507 | -5,39 | 789 | -6,86 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 103.565 | -0,58 | 9.605 | -2,08 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 134.186 | 1,82 | 12.444 | 0,28 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 8.940 | -5,19 | 829 | -6,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 99.809 | 0,88 | 9.398 | -0,16 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 33.747 | -3,46 | 3.130 | -4,92 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 539 | 50 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 3.389 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.767 | 0,00 | 257 | -1,54 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 45.000 | -43,75 | 4.173 | -44,60 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 3.177 | 7,99 | 295 | 6,14 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 116.705 | -0,44 | 10.823 | -1,94 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 42 | 2,44 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 5.749 | 0,00 | 533 | -1,48 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 31.020 | 0,27 | 2.922 | -0,78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 11.599 | -1,76 | 1.076 | -3,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.334 | 124 | ||||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 5.424 | 0,00 | 503 | -1,37 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 8.003 | 0,51 | 742 | -0,93 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 117 | 11 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 57.470 | -1,74 | 5.330 | -3,23 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 5.832 | 0,00 | 541 | -1,64 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 19.616 | -0,67 | 1.819 | -2,15 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2.471 | 0,41 | 229 | -0,87 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 4.877 | 12,04 | 452 | 10,51 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.982 | 0,00 | 555 | -1,60 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 46.783 | -3,34 | 4.339 | -4,81 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 8.456 | 0,30 | 784 | -1,13 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 2.320 | -3,77 | 215 | -5,29 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.014 | -1,80 | 187 | -3,63 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 2.086 | -4,97 | 195 | -5,83 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 91.076 | -55,28 | 8.639 | -55,03 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9.706 | 8,21 | 900 | 6,64 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 9.112 | -6,85 | 858 | -7,74 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 37.990 | 8,89 | 3.523 | 117.333,33 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 29.465 | 0,42 | 2.733 | -1,09 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 22.113 | 1,25 | 2.082 | 0,24 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 75.931 | 0,32 | 7.042 | -1,19 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.362 | 6,96 | 497 | 5,30 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 11.814 | 0,87 | 1.096 | -0,64 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 15.283 | -2,24 | 1.417 | -3,74 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 2.911 | 0,00 | 270 | -1,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.980 | -8,14 | 276 | -9,51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 818.745 | -16,00 | 75.952 | -17,27 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 933 | -7,53 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 680 | 0,00 | 63 | -1,56 | ||||
| 2026-04-14 | 13F | Legacy Trust | 4.265 | 0,00 | 396 | -1,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 85 | 0,00 | 8 | -12,50 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 4.368 | 50,88 | 405 | 48,90 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 7.193 | 0,00 | 675 | -0,30 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 6.457 | 0,17 | 599 | -1,32 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 46.323 | -16,69 | 4 | -20,00 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 14.500 | 0,00 | 1.345 | -1,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 26.260 | 371,62 | 2.435 | 364,69 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 104.200 | 9.664 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 13.405 | -12,41 | 1.243 | -13,74 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5.625 | -0,05 | 522 | -1,51 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.400 | 3,60 | 1.892 | 2,00 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 2.165 | 0,00 | 201 | -1,47 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 608 | 7,61 | 56 | 5,66 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 3.268 | 0,15 | 303 | -1,30 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9.700 | 8,65 | 900 | 7,02 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.170 | 201 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.595 | 13,68 | 0 | |||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 186.307 | -8,15 | 17.543 | -9,10 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 22.743 | -5,13 | 2.109 | -6,56 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4.110 | -8,01 | 381 | -9,29 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 15.854 | 0,27 | 1.470 | -1,21 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 698.393 | -2,01 | 64.769 | -3,49 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.403 | -57,15 | 223 | -57,95 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 129.715 | -0,89 | 12 | 0,00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 4.948 | 12,33 | 459 | 10,63 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 4.036 | 1,08 | 374 | -0,27 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 20.822 | -2,51 | 1.931 | -3,98 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 3.123 | 0,00 | 290 | -1,70 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 15.438 | -51,05 | 1.432 | -51,80 | ||||
| 2026-01-29 | 13F | New Century Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23.041 | 0,20 | 2.137 | -1,34 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 9.310 | 7,79 | 863 | 6,15 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 14.979 | 436,69 | 1.388 | 429,77 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6.969 | -13,19 | 646 | -14,55 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 16.475 | -4,09 | 1.528 | -5,57 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2.258 | -0,35 | 209 | -1,88 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 14.194 | -4,60 | 1.346 | -3,93 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 41.910 | 0,00 | 3.887 | -1,52 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2.189 | 0,00 | 203 | -1,94 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 31.317 | -14,47 | 2.904 | -15,75 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3.884 | 360 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.450 | 0,29 | 227 | -1,30 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27.260 | -15,85 | 3 | -33,33 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 18.381 | -2,04 | 1.705 | -3,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 156.526 | 4,04 | 14.516 | 2,47 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2.193 | 0,05 | 203 | -1,46 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65.695 | 25,77 | 6.093 | 23,87 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 617.480 | -8,04 | 57 | -9,52 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 5.602 | -0,53 | 520 | -2,08 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 5.979 | -2,29 | 554 | -3,82 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 106 | -56,73 | 10 | -60,87 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 38.328 | -1,13 | 3.555 | -2,63 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 4.033 | 0,42 | 374 | -1,06 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 9.119 | -10,51 | 859 | -11,46 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 34.230 | 0,78 | 3.174 | -0,75 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.401 | 130 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 103.911 | 14,31 | 9.637 | 12,58 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 2.359 | 0,00 | 219 | -1,80 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2.134 | -12,47 | 198 | -13,54 | ||||
| 2026-04-28 | 13F/A | First Citizens Asset Management, Inc. | 71.107 | -49,20 | 5.147 | -50,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30.955 | 5,09 | 2.871 | 3,50 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 19.249 | -7,32 | 1.785 | -8,70 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 19.475 | -84,98 | 1.806 | -85,20 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 19.075 | -2,09 | 1.769 | -3,54 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149 | 0,00 | 14 | -7,14 | ||||
| 2026-05-12 | 13F | Creative Planning | 327.516 | 30,84 | 30.374 | 28,87 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 235 | 0,00 | 22 | -4,55 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 18.447 | 2,32 | 1.711 | 0,77 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33.929 | -5,75 | 3.147 | -7,17 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 7.846 | 0,00 | 728 | -1,49 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 10.665 | -0,32 | 989 | -2,18 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3.632 | 0,00 | 337 | -1,47 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 68 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 4.624 | 0,00 | 429 | -1,61 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 105.608 | 2,42 | 9.794 | 0,88 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.037 | 0,08 | 2.359 | -0,80 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 63.517 | -2,04 | 5.891 | -3,52 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 4.114 | 0,00 | 382 | -1,55 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 10.222 | 0,61 | 948 | -0,94 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 8.694 | 0,00 | 806 | -1,47 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.378 | 0,48 | 870 | -1,03 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 8.134 | -2,48 | 754 | -3,95 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 29.264 | -14,20 | 2.761 | -14,68 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6.101 | 0,41 | 566 | -1,22 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 7.557 | -2,30 | 701 | -3,85 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.200 | 204 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 16.500 | -1,20 | 1.557 | -2,26 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.348 | 0,00 | 127 | -1,56 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 6.474 | 609 | ||||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 5.192 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.144 | -1,96 | 292 | -3,32 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 40.139 | 3,37 | 3.725 | 1,86 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 186 | -31,37 | 17 | -32,00 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 92.037 | 3,10 | 8.535 | 1,55 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 92.811 | -2,50 | 8.607 | -3,97 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | United Bank | 4.018 | -33,03 | 373 | -34,04 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.670 | 0,56 | 248 | -0,80 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 393.657 | 2,92 | 36.508 | 1,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.601 | 21,91 | 427 | 20,00 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4.668 | -2,36 | 433 | -4,00 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 6.543 | -58,65 | 607 | -59,30 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2.633 | 0,00 | 244 | -1,21 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 215 | -5,29 | 20 | -9,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 13.838 | -1,66 | 1.283 | -3,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 64.016 | -10,43 | 5.937 | -11,78 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.747 | -0,11 | 255 | -1,55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 173.406 | 24,17 | 16.082 | 22,30 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 895 | 0,00 | 83 | -1,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 43.851 | -4,31 | 4.067 | -5,77 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 96.445 | -8,60 | 8.944 | -9,97 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 7.042 | 1,51 | 653 | 0,00 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 15.984 | -0,39 | 1.482 | -1,85 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 2.651 | -3,35 | 246 | -5,04 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 16.098 | -7,70 | 1.493 | -10,07 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103.595 | 1,78 | 9.607 | 0,24 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 28.817 | 2,64 | 2.672 | 1,10 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 5.742 | 0,00 | 533 | -1,48 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.619 | 8,95 | 115.410 | 7,83 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 142 | 13 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 3.287 | 0,00 | 305 | -1,62 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 839 | 0,00 | 78 | -2,53 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.658 | -0,14 | 339 | -1,45 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 33.615 | -2,63 | 3.117 | -4,09 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3.070 | 285 | ||||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 2.289 | 212 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 9.640 | 22,91 | 894 | 21,14 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 744 | 0,54 | 69 | -1,45 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 32.808 | -2,38 | 3.043 | -3,86 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 38.174 | 5,16 | 3.540 | 3,57 | ||||
| 2026-02-10 | 13F | Bridges Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 13.553 | 0,81 | 1.276 | -0,23 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20.867 | 10,50 | 1.935 | 8,83 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.912 | 0,00 | 177 | -1,67 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.641 | 0,04 | 245 | -1,61 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 42.657 | -9,94 | 3.956 | -11,28 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.526 | 0,00 | 234 | -1,27 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 81.233 | -11,69 | 7.534 | -13,02 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 4.139 | -13,08 | 384 | -14,51 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 32.192 | -4,32 | 2.986 | -5,78 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 945 | -35,63 | 88 | -36,96 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10.678 | -0,22 | 990 | -1,69 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 42.458 | 3.938 | ||||||
| 2026-02-17 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.782 | 0,00 | 165 | -1,20 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.552 | 0,08 | 237 | -1,67 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 87.132 | -13,22 | 8.081 | -14,53 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 3.628 | 342 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1.085 | -31,55 | 101 | -32,89 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.712 | -41,18 | 252 | -42,17 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3.273 | 0,00 | 304 | -2,26 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 365.834 | -28,02 | 33.927 | -29,11 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 334 | -33,99 | 31 | -36,17 | ||||
| 2026-05-01 | 13F | Lester Murray Antman dba SimplyRich | 217.943 | -1,26 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 76.155 | -0,14 | 7.063 | -1,64 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5.501 | 0,00 | 510 | |||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 1.429 | 0,00 | 133 | -1,49 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.376 | -0,38 | 220 | -1,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.159.498 | 14,94 | 105.660 | 11,24 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 151.232 | 2,94 | 14.025 | 1,40 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.622 | 3,93 | 336 | 1,21 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 7.659 | 0,42 | 710 | -1,11 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58.542 | -20,79 | 5.429 | -21,97 | ||||
| 2026-05-01 | 13F | Lincoln Capital LLC | 11.129 | 4,50 | 1.032 | 2,89 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20.332 | 5,27 | 1.901 | 2,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 59.544 | -11,73 | 5.279 | -16,91 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 545 | 0,00 | 51 | -1,96 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 4.682 | -16,50 | 434 | -17,65 | ||||
| 2026-05-15 | 13F | Family Management Corp | 21.694 | -67,29 | 2.012 | -67,80 | ||||
| 2026-05-15 | 13F | EFG International AG | 2.837 | 263 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 600 | -94,74 | 56 | -94,87 | ||||
| 2026-04-24 | 13F | United Community Bank | 2.575 | 0,00 | 239 | -1,65 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 4.662 | 58,41 | 432 | 55,96 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 3.520 | 4,08 | 326 | 2,52 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.249 | -27,80 | 487 | -28,95 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 40.730 | -4,73 | 3.777 | -6,16 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5.663 | 0,00 | 525 | -1,50 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 480 | -35,83 | 45 | -37,14 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 2.169 | 0,00 | 201 | -1,47 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 164.336 | 4,60 | 15.241 | 3,02 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 21.439 | -1,41 | 1.988 | -2,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 15.726 | 6,92 | 1.458 | 5,35 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 125.821 | 0,03 | 11.669 | -1,49 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 27.669 | 0,00 | 2.605 | 0,00 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 325 | 0,00 | 30 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7.657 | 9,17 | 710 | 7,58 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.853 | 2,02 | 914 | 0,44 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 17 | 2 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.543.301 | 0,96 | 328.606 | -0,56 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 329 | -10,60 | 31 | -11,76 | ||||
| 2026-05-06 | 13F | CNB Bank | 471 | 0,00 | 44 | -2,27 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 4.851 | -0,66 | 450 | -2,18 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 2.367 | -14,33 | 220 | -15,77 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 114.795 | -1,39 | 10.646 | -2,34 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 331 | 0,00 | 31 | -3,23 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3.391 | -5,52 | 314 | -6,82 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 6.760 | 0,00 | 627 | -1,57 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 231.033 | -3,07 | 21.426 | -5,52 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6.530 | 0,00 | 606 | -1,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.434 | -86,47 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 37.637 | 22,60 | 3.490 | 20,76 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4.351 | 9,49 | 404 | 7,75 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.879 | -8,41 | 360 | -9,80 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.923 | 549 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.888 | -11,74 | 546 | -13,06 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 205.766 | 100,00 | 19.490 | 100,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 262 | 0,00 | 24 | 0,00 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 5.823 | -2,59 | 540 | -3,91 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 3.110 | 9,24 | 288 | 7,46 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 5.168 | 0,00 | 479 | -1,44 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 5.707 | 0,00 | 529 | -1,49 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.098 | -20,30 | 765 | -19,98 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 137.176 | 3,53 | 12.722 | 1,97 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7.031 | -4,60 | 652 | -5,92 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 492.726 | -2,09 | 45.695 | -3,57 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 318 | 0,00 | 29 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4.267 | 3,82 | 396 | 2,33 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1.051 | -14,76 | 98 | -16,38 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 678 | -6,87 | 63 | -8,82 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 35.074 | -4,43 | 3.253 | -5,88 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 11.012 | 21,81 | 1.034 | 21,39 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 62 | 6 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 43.967 | 1,03 | 4.078 | -0,49 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 217 | -54,03 | 20 | -54,55 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 3.653 | 0,00 | 339 | -1,46 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 2.687 | -0,37 | 249 | -1,58 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2.977 | 8,18 | 276 | 6,56 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 30.996 | 6,01 | 2.910 | 5,67 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2.800 | 0,00 | 260 | -1,52 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 103.559 | -2,12 | 9.604 | -3,58 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 293 | 0,00 | 28 | 0,00 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 20.665 | -2,55 | 1.917 | -4,01 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 317.175 | 1,66 | 29.415 | 0,13 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.729 | -17,75 | 253 | -18,91 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 75.320 | -89,72 | 6.985 | -89,88 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 2.442 | 0,00 | 226 | -1,31 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5.700 | 529 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 12.007 | -18,57 | 1.114 | -19,81 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 15.351.246 | 25,72 | 1.423.675 | 23,82 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Lcnb Corp | 5.150 | 0,00 | 478 | -1,45 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 514 | 0,39 | 48 | -2,08 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.873 | 0,38 | 266 | -1,12 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 301.021 | -6,53 | 27.917 | -7,94 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.636 | 154 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 166.058 | 1,15 | 15.400 | -0,38 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 23.883 | 0,90 | 2.215 | -0,63 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 7.332 | -3,54 | 680 | -5,03 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 5.457 | -0,31 | 506 | -1,75 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.289 | -7,53 | 1.140 | -8,95 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3.023 | -3,51 | 0 | |||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 441.070 | 40.905 | ||||||
| 2026-05-15 | 13F | Headinvest, Llc | 6.111 | 0,00 | 567 | -1,57 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 10.531 | 0,70 | 977 | -0,81 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 9.526 | 883 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 6.846 | -0,16 | 635 | -1,71 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.126 | 104 | ||||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 19.116 | 0,00 | 1.773 | -1,50 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 13.513 | -0,23 | 1.253 | -1,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32.429 | 104,52 | 3.007 | 101,41 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 595 | 0,00 | 55 | -1,79 | ||||
| 2026-04-23 | 13F | American National Bank | 821 | 0,00 | 76 | -1,30 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 7.139 | -5,07 | 662 | -6,50 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.629 | 0,06 | 151 | -1,31 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.648 | -0,82 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 13.923 | -70,34 | 1.291 | -70,79 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3.988 | -3,88 | 370 | -5,38 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28.573 | 123,31 | 2.650 | 120,02 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.370.460 | -37,37 | 406.920 | -38,32 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 16.592 | 6,87 | 1.539 | 5,27 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 3.584 | 0,00 | 332 | -1,48 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 87.613 | 8.125 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 7.408 | 0,00 | 687 | -2,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.542 | -13,21 | 236 | -14,86 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 265 | -94,88 | 25 | -95,07 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.867 | 266 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.981 | 0,00 | 184 | -1,61 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 | -99,64 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 4.093 | 380 | ||||||
| 2026-05-12 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 3.826 | -45,05 | 355 | -45,95 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 4.158 | -3,21 | 386 | -5,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 74.807 | -11,49 | 7.044 | -12,41 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 6.500 | 18,03 | 603 | 16,22 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 149.232 | 0,73 | 13.840 | -3,50 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 181.404 | 3.339,59 | 16.823 | 3.291,73 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.865.981 | -47,33 | 171.092 | -48,71 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 17.721 | 0,05 | 1.643 | -1,44 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.387 | -2,33 | 221 | -3,91 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.399 | 0,00 | 130 | -1,53 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 66.668 | -1,59 | 6.183 | -3,07 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25.011 | 0,00 | 2.337 | -1,18 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 225 | 0,00 | 21 | -4,76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 12.931 | -19,15 | 1.199 | -20,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28.165 | -17,27 | 2.612 | -18,50 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5.088 | -9,42 | 472 | -10,80 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 4.665 | -65,22 | 433 | -65,77 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 4.853 | 455 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 664 | 0,00 | 62 | -1,61 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 3.796 | 0,00 | 352 | -1,40 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 5.027 | -22,73 | 466 | -23,86 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 501 | 0,00 | 46 | -2,13 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 24.539 | 0,06 | 2.276 | -1,47 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36.746 | -66,90 | 3.408 | -67,40 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 5.981 | 0,00 | 555 | -1,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 249.200 | -9,17 | 23.111 | -11,44 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 9.113 | 34,15 | 845 | 32,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.775.026 | -1,91 | 1.184.756 | -3,39 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.249 | 394 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 140.507 | -1,22 | 13.031 | -2,72 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 740 | 0,00 | 69 | -1,45 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 159.813 | 15 | ||||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 8.024 | 0,00 | 744 | -1,46 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2.376 | 0,42 | 221 | -1,78 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 373 | 0,00 | 35 | -2,86 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 8.703 | 0,39 | 807 | -1,10 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 21.661 | 3,82 | 2.009 | 2,24 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.807 | 0,00 | 260 | -1,52 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 1.848 | 0,00 | 174 | -0,57 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 50.838 | -2,60 | 4.715 | -4,07 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.297 | 213 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 216 | 0,00 | 20 | 0,00 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 5.649 | -0,53 | 527 | -1,86 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 9.083 | -9,20 | 842 | -10,52 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 101.202 | -10,39 | 9.385 | -11,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 97.794 | 18,75 | 9.069 | 16,96 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 853.808 | 0,20 | 79.182 | -1,31 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 133.131 | 2,82 | 12.347 | 1,27 | ||||
| 2026-04-24 | 13F | Bayban | 4.797 | 2,57 | 445 | 0,91 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 65.710 | -4,05 | 6.094 | -5,51 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13.573 | -4,35 | 1.259 | -5,84 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.866 | 0,00 | 544 | -1,45 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 26.661 | -4,30 | 2.473 | -5,76 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 71.319 | 0,40 | 6.614 | -1,11 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91.655 | -5,61 | 8.500 | -7,03 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 529 | 0,00 | 50 | -2,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 189 | 0,00 | 18 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701.950 | 4,58 | 65.099 | 3,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17.804 | 7,38 | 1.633 | 3,68 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 6.724 | 0,13 | 624 | -2,35 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 2.680 | 0,00 | 249 | -1,59 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 87.001 | -4,15 | 8.068 | -5,59 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 6.607 | 0,00 | 613 | -1,61 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4.668 | 0,00 | 433 | -1,59 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 7.164 | -29,91 | 664 | -30,98 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5.770 | 0,00 | 535 | -1,47 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40 | 263,64 | 4 | 200,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.226 | -1,88 | 488 | -2,98 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 20.228 | -17,96 | 1.876 | -19,22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3.912 | -36,65 | 363 | -37,69 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.868 | 3,27 | 1.286 | 1,74 | ||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 4.160 | -2,64 | 386 | -4,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.537 | 2,59 | 235 | 1,29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16.021 | -8,14 | 1.509 | -9,10 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.642 | -14,60 | 1.543 | -15,87 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 137 | 0,00 | 13 | -7,69 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 52 | 15,56 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 451 | 42 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.744 | -63,85 | 718 | -64,40 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7.559 | 0,00 | 712 | 0,00 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 6.826 | 0,00 | 633 | -1,40 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 278.149 | 5,10 | 25.796 | 3,51 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 19.173 | -6,13 | 1.778 | -7,54 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.246 | 3,02 | 487 | 1,46 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 2.765 | 0,00 | 256 | -1,54 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 3.093 | 0,00 | 287 | -1,72 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 5.944 | 551 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.711 | 4,97 | 159 | 3,27 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 2.641 | -11,17 | 245 | -12,54 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 14.771 | -2,46 | 1.370 | -3,93 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 600 | 0,00 | 56 | -1,79 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 4.568 | -8,09 | 424 | -9,42 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 2.505 | -1,34 | 232 | -2,93 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 36.620 | -3,48 | 3.396 | -4,93 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 58.971 | 0,36 | 5.469 | -1,16 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 138.278 | -15,80 | 12.824 | -17,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 893.614 | 4,60 | 82.874 | 3,02 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 5.592 | -6,30 | 525 | -6,09 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9.225 | 0,02 | 855 | -1,50 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 38.931 | -0,86 | 3.610 | -2,35 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 18.767 | 21,42 | 1.740 | 19,59 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2.564 | 238 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.844 | 0,00 | 171 | -1,16 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 17 | 0,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Allstate Corp | 58.372 | 0,00 | 5.413 | -1,51 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 41.479 | -7,80 | 3.847 | -9,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 12.676 | -11,80 | 1.176 | -13,16 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3.282 | -0,12 | 304 | -1,62 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 45.768 | -5,51 | 4.276 | -6,25 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.754 | -9,14 | 255 | -10,53 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 226.716 | -3,36 | 21.026 | -4,82 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3.081 | 3,49 | 286 | 1,79 | ||||
| 2026-02-13 | 13F | Barclays Plc | 529.659 | 5,87 | 49.873 | 4,78 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 4.122 | 2,21 | 382 | 0,79 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 3.400 | 315 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 34 | 3 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 37.383 | 6,89 | 3.467 | 5,25 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 10.752 | 8,91 | 997 | 7,32 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.993 | 278 | ||||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 2.712 | 0,00 | 252 | -1,57 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30.132 | 61,19 | 2.794 | 58,75 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.534 | 10,51 | 235 | 9,30 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 21.798 | 1.822 | ||||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 8.949 | 5,63 | 830 | 4,02 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 26.575 | 0,52 | 2.465 | -1,00 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 30.354 | 86,98 | 2.815 | 84,23 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 9.851 | 0,41 | 914 | -1,08 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 2.350 | 0,00 | 218 | -1,81 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 12.524 | -0,46 | 1.162 | -1,94 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 22.228 | 86,54 | 2.061 | 83,60 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20.602 | -17,61 | 1.940 | -18,46 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 24.765 | -3,15 | 2.297 | -4,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.443.495 | -12,99 | 226.645 | -14,27 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 212.459 | -76,22 | 19.703 | -76,58 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 7.134 | 0,00 | 662 | -1,49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 426.378 | 50,94 | 39.542 | 48,67 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 2.900 | -61,92 | 269 | -62,62 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.401 | 0,64 | 408 | -0,73 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 9.061 | 0,00 | 840 | -1,52 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 28.495 | -0,61 | 2.643 | -2,11 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4.075 | 1,32 | 378 | -0,26 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 169.816 | -3,79 | 15.749 | -5,24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 113.956 | -4,45 | 10.568 | -5,89 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 105.812 | -3,48 | 9.813 | -4,94 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 388 | 0,00 | 36 | -2,78 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4.706 | -3,74 | 436 | -5,22 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 7.506 | 100,00 | 701 | 98,58 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 179.532 | 2,70 | 16.650 | 1,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 26.616 | 3,38 | 2.468 | 1,82 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 3.400 | 0,00 | 315 | -1,56 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.300 | 0,00 | 121 | -1,64 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 6.452 | -23,30 | 598 | -24,49 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 15.106 | -8,63 | 1 | 0,00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 28.639 | -1,49 | 2.656 | -3,00 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 1.700 | 18,30 | 158 | 16,30 | ||||
| 2026-04-21 | 13F | GFG Capital, LLC | 15.804 | -14,86 | 1.466 | -16,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 187.090 | -22,52 | 17.351 | -23,69 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 8.466 | 14,39 | 785 | 12,79 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 92.811 | 8.607 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 10.712 | 0,00 | 993 | -1,49 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3.904 | 362 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 2.493 | 0,44 | 231 | -0,86 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.028 | 0,30 | 281 | -1,41 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 800.500 | 74.238 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 4.161 | -11,18 | 386 | -12,70 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 2.072 | 0,00 | 192 | -1,54 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93.655 | 9,94 | 8.819 | 8,81 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 44.448 | -0,62 | 4.122 | -2,11 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 29.571 | 4,51 | 2.739 | 2,82 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 541 | 0,00 | 50 | 0,00 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 2.948 | 0,00 | 273 | -1,44 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 33.307 | 1,57 | 3.089 | 0,03 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14.500 | -18,43 | 1.345 | -19,67 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 30.899 | 0,00 | 2.909 | 0,00 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 84.546 | -6,27 | 7.841 | -7,69 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 329.668 | 17,58 | 30.573 | 15,81 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2.585 | 44,09 | 240 | 42,26 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 167.481 | -0,31 | 15.532 | -1,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164.703 | 1.799,91 | 15.275 | 1.771,81 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 5.267 | 0,00 | 488 | -1,41 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 3 | 0 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 7.965 | -5,64 | 739 | -7,05 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 4.000 | -27,27 | 371 | -28,43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.488 | -26,37 | 231 | -27,67 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 18.133 | -0,09 | 1.682 | -1,58 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 218.582 | -1,60 | 20.271 | -3,08 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.219.933 | -22,63 | 298.617 | -23,80 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.039 | 2,59 | 375 | 1,08 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 13.349 | 0,39 | 1.238 | -1,12 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 21.282 | -75,25 | 1.974 | -75,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 74.429 | 0,18 | 6.904 | -1,33 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 24.851 | -0,78 | 2.305 | -2,29 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7.835 | -75,44 | 727 | -76,03 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 11 | 0,00 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Mandatum Life Insurance Co Ltd | 41.527 | 0,00 | 3.851 | -1,51 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17.178 | -31,85 | 1.593 | -32,87 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 4.730 | -1,91 | 439 | -3,52 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.482.760 | -3,99 | 415.731 | -5,44 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2.454 | 4,25 | 228 | 2,71 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1.293 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.207 | 13,70 | 390 | 12,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7.380 | -3,34 | 684 | -4,74 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8.637 | 0,22 | 801 | -1,36 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 172.101 | -0,58 | 15.961 | -2,08 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 2.716 | -25,75 | 252 | -27,03 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 216.124 | -3,74 | 20.043 | -5,20 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5.130 | -0,12 | 476 | -1,66 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 301.846 | -5,10 | 28.422 | -5,10 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 3.976 | 0,00 | 369 | -2,65 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 37.035 | 1.440,56 | 3.469 | 1.434,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.791 | 0,36 | 444 | -1,11 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | W Advisors, Llc | 6.953 | 1,30 | 645 | -0,31 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 106.608 | 0,10 | 9.887 | -1,41 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 9.502 | -74,71 | 881 | -75,09 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26.286 | 141,96 | 2.438 | 138,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58.833 | 4,93 | 5.456 | 3,35 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 11.049 | -50,50 | 1.025 | -51,26 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1.127 | 0,00 | 105 | -1,89 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 4.455 | 19,63 | 413 | 18,00 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5.811 | 0,00 | 539 | -1,65 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 49.279 | -59,86 | 4.570 | -60,46 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 13.547 | 1.255 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 7.427 | -0,31 | 689 | -1,85 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 44.726 | 11,15 | 4.148 | 9,48 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 22.610 | -4,28 | 2.097 | -5,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6.964 | -30,88 | 646 | -31,96 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 13.440 | -3,44 | 1.246 | -4,89 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 53.118 | 327,54 | 5 | 300,00 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 12.059 | -7,64 | 1.135 | -9,27 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103.366 | 0,73 | 9.586 | 19,05 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 10.248 | -0,29 | 950 | -1,76 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 98.668 | -0,17 | 9.150 | -1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 55 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27.174 | 2,45 | 2.520 | 0,92 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3.248 | -5,47 | 306 | -5,26 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.286 | -7,89 | 1.789 | -9,28 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 203.693 | -3,78 | 18.598 | -6,72 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.010 | 14,54 | 836 | 12,84 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 11.507 | 5,32 | 1.067 | 3,79 | ||||
| 2026-02-09 | 13F | Allium Financial Advisors, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.206 | 0,42 | 576 | -1,03 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 3.900 | 0,00 | 362 | -1,63 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 2.298 | -11,34 | 213 | -12,70 |
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