Basisstatistiken
| Institutionelle Eigentümer | 1392 total, 1389 long only, 0 short only, 3 long/short - change of 4,46% MRQ |
| Durchschnittliche Portfolioallokation | 1.7340 % - change of -1,80% MRQ |
| Institutionelle Aktien (Long) | 596.239.493 (ex 13D/G) - change of 34,84MM shares 11,70% MRQ |
| Institutioneller Wert (Long) | $ 48.622.590 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (MX:VCIT) hat 1392 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 596,239,493 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Fisher Asset Management, LLC, Jpmorgan Chase & Co, Creative Planning, Morgan Stanley, Prudential Plc, Royal Bank Of Canada, Ameriprise Financial Inc, LPL Financial LLC, and Envestnet Asset Management Inc .
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (BMV:VCIT) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3.210 | 0,41 | 266 | -0,75 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 4 | 0,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 12.351 | 3.597,90 | 1.022 | 3.685,19 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 9.656 | 36,44 | 799 | 34,97 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 89.462 | 7.403 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 99.881 | 175,87 | 8.265 | 172,59 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 56.665 | 7,45 | 4.746 | 6,99 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 660.632 | 0,85 | 54.667 | -0,35 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8.586 | -15,72 | 711 | -16,76 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 24.929 | 4,53 | 2.063 | 3,25 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 101.592 | 144,78 | 8.407 | 141,90 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.338 | 193 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 10.451 | -56,73 | 865 | -57,27 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 117 | 10 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 14.074 | 8,13 | 1.165 | 6,79 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 7.198 | -17,60 | 596 | -18,60 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 397.598 | 5,09 | 32.901 | 3,83 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 73.887 | 142,99 | 6.114 | 140,14 | ||||
| 2026-04-20 | 13F | 25 Llc | 374.750 | 5,35 | 31.011 | 4,09 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 15.942 | -5,21 | 1.328 | -5,95 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49.955 | 4 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5.129 | 0,77 | 424 | -0,47 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 10.308 | 853 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 7.886 | 3,60 | 653 | 2,35 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 19.282 | 15,68 | 1.596 | 14,34 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20.770 | 42,23 | 1.719 | 39,90 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 98.693 | 0,22 | 8.167 | 16,52 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 925.300 | 15,04 | 76.569 | 13,67 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 5.185 | -8,23 | 429 | -9,30 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 538.754 | 4,27 | 44.582 | 3,03 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 10.935 | 31,37 | 905 | 29,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4.732 | 5,62 | 392 | 4,27 | ||||
| 2026-05-14 | 13F | Aozora Bank, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 80.829 | 6.689 | ||||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 973.171 | -3,01 | 80.530 | -4,17 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 832 | 0,00 | 69 | -1,45 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 56 | 0,00 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 6.366 | -1,50 | 527 | -2,77 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 24.756 | 62,92 | 2.047 | 60,72 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Providence First Trust Co | 12.907 | -1,38 | 1.068 | -2,55 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 55.291 | 4,31 | 4.575 | 3,06 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.501 | 3,56 | 207 | 1,98 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 20.000 | -0,50 | 1.655 | -1,72 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.573 | 531,73 | 130 | 550,00 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 3.692 | 1,37 | 306 | 0,00 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 166.214 | 3,96 | 13.754 | 2,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33.574 | 88,47 | 2.778 | 86,32 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 64.598 | -3,50 | 5.345 | -4,66 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 2.444 | 0,00 | 202 | -0,98 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 16.883 | -3,98 | 1.397 | -5,10 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.939 | 491 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.574 | -7,03 | 130 | -7,80 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 7.946 | 0,00 | 658 | -1,20 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.571 | 0,78 | 213 | -0,47 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 116.467 | -0,84 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4.084 | 338 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 2.555 | 0,00 | 211 | -0,94 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 18.322 | -50,51 | 1.516 | -51,10 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12.084 | 1.000 | ||||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 1.532.125 | -12,27 | 126.783 | -13,31 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 19.661 | 18,93 | 1.627 | 17,49 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 41.103 | 7,78 | 3.401 | 6,51 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 123.570 | -4,90 | 10.225 | -6,04 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 29.820 | 2.468 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 127.106 | 22,05 | 10.518 | 20,25 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 21.665 | 4,56 | 1.793 | 3,29 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 8.773 | 37,23 | 726 | 35,70 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 127.027 | 296,27 | 10.511 | 291,62 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16.621 | 167,09 | 1 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.362 | 14,90 | 278 | 13,47 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 238.214 | 7,43 | 19.725 | 6,21 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 184.572 | 1,78 | 15.273 | 0,57 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 46.865 | 10,71 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 3.392 | 551,06 | 281 | 551,16 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 25.863 | 4,42 | 2.140 | 3,18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 396.033 | 125,34 | 32.772 | 122,66 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 10.504 | -1,66 | 869 | -2,80 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.420 | 697 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 201 | 1,01 | 17 | 0,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 471.537 | 40,67 | 39.020 | 38,99 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 181.935 | -19,12 | 15.055 | -20,08 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1.597 | 0,00 | 132 | -0,75 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8.988 | 152,76 | 744 | 150,17 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 455 | 38 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 15.584 | -4,84 | 1.286 | -6,20 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.769.399 | 6,66 | 229.168 | 5,39 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 48.571 | 6,63 | 4.019 | 5,35 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 783.540 | 2,66 | 64.838 | 1,43 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 98.538 | 5,44 | 8.154 | 4,19 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.944 | -64,94 | 245 | -65,39 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 618.693 | 4,02 | 51 | 4,08 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 423 | 87,17 | 35 | 94,44 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74.225 | 50,05 | 6.142 | 48,29 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 32.024 | 145,73 | 2.650 | 141,70 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 20.126 | -7,70 | 1.665 | -8,82 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.341 | 111 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 9.904 | 19,64 | 820 | 18,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.442 | 0,82 | 699 | -0,43 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3.935 | 326 | ||||||
| 2026-05-13 | 13F | Allie Family Office LLC | 5.050 | -2,98 | 414 | -4,83 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.276 | 0,77 | 271 | -0,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11.516 | 2,99 | 953 | 1,82 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15.111 | 6,80 | 1.250 | 5,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 32.272 | 19,38 | 2.671 | 17,78 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 100.861 | -1,82 | 8.346 | -2,99 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 623.601 | 17,09 | 51.603 | 15,69 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 1 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 101.647 | 2,40 | 8.411 | 1,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 20.601 | -35,37 | 1.705 | -36,16 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 22.105 | 10,96 | 1.829 | 9,65 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 25.984 | 2,63 | 2.150 | 1,42 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 174.543 | 20,96 | 14.444 | 19,52 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 210.946 | 0,09 | 17.456 | -1,10 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.697 | 4,66 | 223 | 3,72 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 106.673 | -20,22 | 8.827 | -21,17 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 11.629 | -0,60 | 962 | -1,74 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 996.012 | 17,81 | 82.420 | 16,40 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 31.099 | 9,41 | 2.573 | 8,11 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 224 | 0,00 | 19 | 0,00 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 182.102 | 1,34 | 15.069 | 0,13 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 24.506 | -19,18 | 2.028 | -20,17 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 5.106 | -23,17 | 423 | -24,10 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 32 | -66,32 | 3 | -71,43 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 123 | 0,00 | 10 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 313.071 | 7,29 | 26.220 | 6,83 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 9.138 | 29,76 | 756 | 28,35 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 82.660 | -1,15 | 6.840 | -2,33 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.213 | 14,15 | 516 | 13,41 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 199.562 | 7,00 | 16.514 | 5,72 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 65.473 | -11,49 | 5.418 | -12,56 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 478.117 | 10,03 | 39.564 | 8,71 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 30.461 | 1,38 | 2.551 | 1,03 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 3.000 | 3,45 | 248 | 2,48 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 14.558 | 19,70 | 1.204 | 18,29 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 29.373 | 146,15 | 2.431 | 143,24 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 2.932 | 0,00 | 243 | -1,22 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.153 | 0,77 | 261 | -0,76 | ||||
| 2026-05-15 | 13F | Nepc Llc | 6.390.771 | 4,88 | 528.836 | 3,63 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9.600 | 798 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.884 | 156 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 26.051 | 6,95 | 2.156 | 5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 392 | 6,81 | 32 | 6,67 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 56.003 | -2,29 | 4.634 | -3,44 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 130.698 | 11,20 | 10.865 | 10,37 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 3.450 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 246 | 0,00 | 20 | 0,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3.295 | 273 | ||||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 25.140 | -4,62 | 2.080 | -5,75 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 17.986 | 1.493 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 23.317 | -2,71 | 1.929 | -3,89 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 987.957 | 12,26 | 81.566 | 10,59 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 26.147 | -9,25 | 2.164 | -10,36 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 33.359 | 3,87 | 2.760 | 2,64 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 15.883 | 136,64 | 1.314 | 133,81 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 303.730 | -4,09 | 25.134 | -5,27 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 656.787 | 2,26 | 54.100 | 0,57 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 4.655 | 1,09 | 385 | 0,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 165.708 | 7,65 | 13.712 | 6,37 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4.369 | 14,73 | 362 | 13,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 437.999 | 93,04 | 36.244 | 90,74 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5.928 | -5,61 | 489 | -6,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57.074 | 2,03 | 4.723 | 0,81 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 63.938 | 73,77 | 5.355 | 73,04 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5.701 | 706,36 | 472 | 698,31 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 518.516 | 7,20 | 42.907 | 5,92 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 9.475 | 784 | ||||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 2.501 | 0,00 | 207 | -1,44 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 447 | -17,98 | 37 | -20,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 514 | 17,35 | 43 | 16,67 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 11.945 | 1,75 | 988 | 0,51 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 24.673 | 0,46 | 2.042 | -0,78 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 23.219 | -1,87 | 1.921 | -3,03 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 18.940 | 13,28 | 1.406 | 0,36 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4.100 | 0,00 | 339 | -1,17 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 278 | 23 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.216 | 19,57 | 101 | 17,65 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 14.640 | -3,79 | 1.211 | -4,95 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 127 | 11 | ||||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 358 | -21,15 | 30 | -23,68 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 24 | 2 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 297 | -73,62 | 25 | -74,47 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.201 | 265 | ||||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 5.406 | -20,63 | 447 | -21,58 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 124.802 | 30,71 | 10.315 | 28,60 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 337.077 | -15,89 | 27.893 | -16,89 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 31.664 | 102,57 | 2.620 | 100,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.917 | 328 | ||||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 3.410 | -0,61 | 282 | -1,74 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 56.772 | 3,30 | 4.698 | 2,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 155 | 0,65 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 71 | 6 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 389.989 | 32 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 633 | 151,19 | 0 | |||||
| 2026-05-14 | 13F | Advisory Research Inc | 50.986 | 14,66 | 4.219 | 13,29 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 148.252 | -8,72 | 12.268 | -9,81 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 22.532 | 0,87 | 1.865 | -0,32 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4.505 | -0,84 | 373 | -2,11 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 18.820 | 20,73 | 1.557 | 19,31 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 276.960 | 1,45 | 22.918 | 0,24 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 5.856 | 12,25 | 485 | 11,01 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 125 | 0,00 | 10 | 0,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 42.449 | 1,80 | 3.513 | 0,57 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 605 | 266,67 | 50 | 284,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 988.226 | 147,54 | 72.254 | 115,60 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 125.236 | 16,79 | 10 | 25,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 17.285 | 3,50 | 1.430 | 2,29 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3.232 | 383,11 | 267 | 376,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 15.532 | -2,58 | 1.285 | -3,75 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 75.804 | 7,65 | 6.319 | 7,05 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 526.651 | 13,30 | 44.107 | 13,30 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 0 | 0 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 57.949 | 11,08 | 4.795 | 9,75 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 25.753 | -0,15 | 2.131 | -1,30 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 3.404 | -5,34 | 282 | -6,64 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.862 | -5,74 | 404 | -6,71 | ||||
| 2026-01-27 | 13F | SageGuard Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2.843 | 2,71 | 235 | 1,73 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 174 | 0,00 | 14 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 579.931 | 5,99 | 47.989 | 4,73 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 79.819 | -47,64 | 6.605 | -48,27 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 2.595 | 0,00 | 215 | -1,38 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 8.887 | 9,91 | 735 | 8,57 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7.312 | 4,97 | 605 | 3,77 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 58.131 | 15,01 | 4.810 | 13,63 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 214 | 0,00 | 18 | 0,00 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 8.450 | 11,01 | 699 | 9,73 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 125.269 | 1,81 | 10.366 | 0,60 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.314 | -47,36 | 109 | -48,33 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.436 | 202 | ||||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 123.130 | 6,88 | 10.189 | 5,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.727 | 12,55 | 391 | 11,40 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 164.754 | 4,86 | 13.633 | 3,61 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 242.260 | 20.047 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.200.415 | 49,40 | 98.341 | 46,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.662 | 220 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 6.140 | 0,00 | 508 | -1,17 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7.932 | 0,71 | 656 | -0,46 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 146.354 | 1,07 | 12.111 | -0,14 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2.483 | 205 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 177 | 0,00 | 15 | 0,00 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 25.390 | 0,45 | 2.101 | -0,71 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17.230 | 2,56 | 1.426 | 1,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 4.175 | -3,51 | 345 | -4,70 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 7.128 | -18,07 | 590 | -19,09 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 701.744 | 58.069 | ||||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 314.793 | -15,50 | 26.049 | -16,51 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 215 | 0,00 | 18 | -5,56 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 149.600 | -2,74 | 12.379 | -3,90 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 83.268 | 28,71 | 6.870 | 26,78 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 72.181 | 27,65 | 5.973 | 26,15 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 81.053 | -22,27 | 6.708 | -23,20 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 122.672 | 0,06 | 10.151 | -1,13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 209 | 17 | 240,00 | |||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 3.255 | -10,94 | 269 | -12,09 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 8.716 | -0,05 | 718 | -1,64 | ||||
| 2026-04-24 | 13F | Essex LLC | 343.429 | -2,92 | 28.419 | -4,08 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3.479 | -27,31 | 288 | -28,25 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 76.973 | -20,92 | 6.370 | -21,87 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 47.403 | -4,59 | 3.923 | -5,74 | ||||
| 2026-05-05 | 13F | FinDec Wealth Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 390.395 | -0,36 | 32.305 | -1,55 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 235.761 | -42,21 | 19.509 | -41,17 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 18.127 | 9,00 | 1.500 | 7,69 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 56 | 93,10 | 5 | 100,00 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32.890 | 13,61 | 2.722 | 12,25 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3.572 | 296 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13.765 | -21,79 | 1.139 | -22,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.616 | 0,00 | 134 | -1,48 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 316 | 26 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 183.524 | 3,86 | 15.187 | 2,62 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9.315 | 9,98 | 771 | 8,60 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 649 | 0,00 | 54 | -1,85 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 104 | 9 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 1.132 | 0,00 | 0 | |||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 37.187 | 1,14 | 3.077 | -0,06 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 8.025 | -4,41 | 664 | -5,55 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 38.041 | 10,27 | 3.148 | 8,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 13.078 | -1,22 | 1.082 | -2,35 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 291.406 | 5,11 | 24.114 | 3,86 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.881 | 12,14 | 652 | 10,88 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 1.820 | 0,00 | 151 | -1,32 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.917 | -0,05 | 159 | -1,25 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 39.944 | 3.305 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 7.690 | -4,16 | 636 | -5,36 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18.435 | 15,15 | 1.526 | 13,81 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.839 | 2,32 | 318 | 0,96 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.549 | 211 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 5.032 | -1,68 | 416 | -2,80 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 600.530 | 2,19 | 49.697 | 0,97 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 272.811 | -1,14 | 22.575 | -2,32 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 464.730 | 2,90 | 38.456 | 1,67 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 32.269 | -58,82 | 2.670 | -59,32 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 38.164 | -2,09 | 3.126 | -4,26 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Calder Financial LLC | 2.785 | -14,65 | 230 | -16,12 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 11.825 | -0,50 | 979 | -1,71 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 123.665 | 41,38 | 10.233 | 39,70 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 59.864 | 303,23 | 4.954 | 298,47 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.022.817 | 1,71 | 2.236.138 | 0,50 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4.802 | -12,79 | 397 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 689 | 20,03 | 57 | 16,67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13.913 | 19,45 | 1.151 | 18,05 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 136 | 0,00 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.288.276 | 8,57 | 437.605 | 7,28 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 127.441 | 10.546 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 4.598 | 380 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 123.948 | 2,62 | 10.257 | 1,39 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 505 | -9,82 | 42 | -10,87 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Advisor Resource Council | 5.954 | -9,03 | 493 | -9,89 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.545.297 | 4,31 | 210.624 | 3,06 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13.502 | 2,69 | 1.117 | 0,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.982 | 0,20 | 164 | -1,21 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 226 | 0,00 | 19 | 0,00 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 8.639 | 3,44 | 715 | 2,15 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 120 | 0,00 | 10 | -10,00 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 249.287 | -10,57 | 20.628 | -11,64 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 7.062 | 2,59 | 584 | 0,86 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 19.758 | 6,45 | 1.635 | 5,15 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 9.070 | 16,28 | 751 | 14,85 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 11.366 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 236.156 | 2,93 | 19.542 | 1,70 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 69.900 | 12,61 | 5.784 | 11,27 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 64.090 | 17,19 | 5.303 | 132.475,00 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.294.286 | 2,42 | 107.102 | 1,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.247.587 | 1,11 | 103.238 | -0,09 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 13.464 | 0,13 | 1.114 | -1,07 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 239 | -15,55 | 20 | -17,39 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 5.230 | 0,00 | 433 | -1,37 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.634 | -79,67 | 304 | -79,77 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 872.080 | 6,97 | 72.165 | 5,69 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.382 | -43,71 | 114 | -44,39 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 3.982 | 0,00 | 330 | -1,20 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.675 | 5,91 | 883 | 4,62 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 23.267 | 69,87 | 1.928 | 68,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 320.635 | 0,71 | 26.533 | -0,50 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 12.345 | -1,67 | 1.022 | -2,85 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9.445 | 25,80 | 782 | 24,36 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12.591 | -3,38 | 1.054 | -3,83 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 206 | 0,00 | 17 | 0,00 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9.033 | 0,41 | 747 | -0,80 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 791.934 | 100,00 | 66.610 | 100,00 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 22.700 | -42,94 | 1.878 | -43,64 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 120.626 | 0,87 | 9.982 | -0,33 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 46.894 | -22,90 | 3.875 | -23,92 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 7.544 | -0,11 | 624 | -1,58 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 3.465 | 0,00 | 287 | -1,38 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 23.674 | 10,98 | 1.959 | 9,69 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23.544 | 0,00 | 1.948 | -1,17 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7.830.619 | -5,48 | 647.984 | -6,60 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 43 | 4 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 671.988 | -7,13 | 55.607 | -8,24 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4.063 | 336 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 213.292 | -0,71 | 17.650 | -1,90 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 222.225 | 2,02 | 18.611 | 1,59 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 11.204 | 3,10 | 927 | 1,87 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 13.154 | -28,28 | 1.088 | -29,17 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 63.430 | 4,90 | 5.249 | 3,63 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5.206 | 6,20 | 430 | 4,63 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 2.700 | 0,00 | 223 | -1,33 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.576 | 14,74 | 710 | 13,44 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6.148 | 0,67 | 509 | -0,59 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 111.575 | -7,01 | 9.233 | -8,13 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 28.760 | 9,55 | 2.380 | 8,23 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 59.142 | -39,11 | 4.894 | -39,84 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6.247 | 0,51 | 517 | -0,77 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 4.450 | 0,00 | 368 | -1,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 300 | -29,74 | 25 | -31,43 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 54.237 | 4,25 | 4.488 | 3,01 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 3.598 | 0,19 | 298 | -1,00 | ||||
| 2026-05-13 | 13F | Cunning Capital Partners, LP | 16.200 | 0,00 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 341.330 | 1,01 | 28.245 | -0,20 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 3.550 | -2,39 | 294 | -3,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64.811 | 21,48 | 5.363 | 20,01 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 21.389 | -14,58 | 1.770 | -15,64 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 200.000 | 16.550 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12.305 | 1,45 | 1.018 | 0,30 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 140.342 | 5,39 | 11.613 | 4,13 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.795 | 148 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Associated Banc-corp | 3.177 | -32,61 | 263 | -33,50 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 400.595 | 8,03 | 33.149 | 6,74 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 6.599 | -0,62 | 546 | -1,80 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 732 | -8,27 | 61 | -9,09 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.067.803 | -1,23 | 171.111 | -2,41 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13.800 | 38,00 | 1.142 | 36,32 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 380.032 | -38,81 | 31.448 | -39,54 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5.700 | 23,91 | 472 | 22,34 | |||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2.937 | -29,64 | 243 | -30,66 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 6.364 | 1 | ||||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 587 | -14,56 | 49 | -15,79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.000.858 | 12,05 | 83 | 10,81 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3.944 | -12,22 | 326 | -13,30 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 17.245 | -5,56 | 1.427 | -6,67 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 42.068 | 16,50 | 3.481 | 15,11 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 100.301 | 2,08 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.773 | 0,17 | 147 | -1,35 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3.406 | 282 | ||||||
| 2026-01-22 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14.574 | -1,04 | 1.206 | -2,19 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 23.981 | 5,36 | 1.984 | 4,09 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4.146 | 37,92 | 343 | 36,65 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 44.993 | 74,98 | 3.723 | 72,92 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 169.301 | 4,54 | 14.010 | 3,29 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 395.833 | -0,12 | 32.755 | -1,31 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1.004 | 0,00 | 83 | -1,19 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 362.748 | 4,05 | 30.017 | 2,83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 366.291 | 4,63 | 30.311 | 3,38 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5.057 | 41,18 | 418 | 39,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21.966 | 254,52 | 1.818 | 250,77 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10.327 | 12,85 | 865 | 12,35 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 60 | 0,00 | 5 | -20,00 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 3.683 | 0,00 | 305 | -1,30 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 355 | 29 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 5.315 | 7,22 | 440 | 5,78 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.310 | 21,07 | 2.012 | 19,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13 | 1 | ||||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 11.755 | 0,00 | 973 | -1,22 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 75.396 | -53,96 | 6.239 | -54,51 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2.990 | 13,21 | 247 | 11,76 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 254.036 | 1,41 | 21.021 | 0,20 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86.944 | 1,64 | 7.195 | 0,43 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 244.562 | -3,00 | 20.237 | -4,16 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11.752 | 0,23 | 973 | -1,02 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 2.582 | 0,12 | 214 | -1,39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 13.127 | 5,76 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8.873 | 217,12 | 734 | 213,68 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2.487 | 206 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 2.000.000 | 165.500 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.617 | 0,00 | 217 | -1,37 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 284.556 | 3,22 | 23.547 | 1,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 112.100 | 10,16 | 9.276 | 8,85 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 135.928 | 7,92 | 11.248 | 6,64 | ||||
| 2026-04-23 | 13F | American National Bank | 142 | -85,01 | 12 | -86,08 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 30.508 | 1,45 | 2.525 | 0,24 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 23.947 | 0,00 | 1.982 | -1,20 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2.061 | 0,00 | 171 | -1,16 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 225.079 | 2,91 | 18.625 | 1,68 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 98.871 | 3,95 | 8.182 | 2,71 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 143.071 | 11.839 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2.427 | 201 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 28.250 | 3,03 | 2.338 | 1,79 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 8.614 | 0,00 | 713 | -1,25 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3.485 | 32,51 | 288 | 30,91 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 7.310 | -0,58 | 605 | -1,79 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.302 | 11,78 | 1.266 | 10,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 33.507 | 12,91 | 2.773 | 11,55 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 15.364 | -2,12 | 1.271 | -3,27 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 8.118 | -0,25 | 672 | -1,47 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 5.400 | 0,00 | 447 | -1,33 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 34.210 | 0,85 | 2.831 | -0,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 251.847 | -3,24 | 20.840 | -4,39 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 108 | 9 | ||||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 2.880 | 238 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 21.780 | -79,41 | 1.802 | -79,66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139.455 | 6,41 | 11.679 | 5,95 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 56.154 | -1,36 | 4.647 | -2,54 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 6.402 | 20,66 | 530 | 19,14 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 3 | -82,35 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4.938 | 0,75 | 409 | -0,49 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 189.502 | 66,98 | 15.681 | 64,68 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 33.503 | 6,73 | 2.772 | 5,48 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23.039 | 9,57 | 1.906 | 8,23 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 22.664 | 1.875 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10.462 | -6,04 | 866 | -7,19 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 4.334 | -18,10 | 359 | -19,00 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3.163 | 0,00 | 262 | -1,14 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 13.190 | 0,40 | 1.091 | -0,82 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 6.292 | 2,11 | 521 | 0,78 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 10.210 | -7,19 | 845 | -8,36 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 16.996 | 19,29 | 1.406 | 17,56 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 33.895 | 36,04 | 2.805 | 35,79 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 51.428 | 1,34 | 4.252 | 0,05 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 53.364 | -71,67 | 4.416 | -72,09 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 255.681 | -4,65 | 21.158 | -5,79 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 52.673 | -75,13 | 4 | -76,47 | ||||
| 2026-04-24 | 13F | Bayban | 429 | 0,00 | 36 | 0,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.187 | 264 | ||||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 6.855 | 7,99 | 567 | 6,78 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 3.107 | -17,93 | 257 | -18,93 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 3.794 | -6,90 | 318 | -7,31 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 223.958 | 0,01 | 18.532 | -1,19 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 350.665 | 23,15 | 29.017 | 21,68 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 295.340 | 1,38 | 24.439 | 0,17 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 9.712 | 21,90 | 804 | 20,39 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 6.645 | 0,67 | 550 | -0,54 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 796.336 | 11,05 | 65.897 | 9,72 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 3.001 | -49,97 | 248 | -50,60 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 41.177 | 0,66 | 3.407 | -0,55 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.575 | -6,23 | 213 | -6,99 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5.241 | -16,30 | 434 | -17,37 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10.482 | -3,54 | 867 | -4,73 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 209.671 | 7,07 | 17.350 | 5,79 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 100 | -52,38 | 8 | -52,94 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 7.013 | 0,49 | 581 | -0,68 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.002.543 | 72,56 | 82.961 | 70,50 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 102.767 | -1,67 | 8.504 | -2,85 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 16.606 | 7,56 | 1.374 | 6,26 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 9.374 | 0,74 | 776 | -0,51 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 10.161 | -63,14 | 841 | -63,60 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 26.544 | 2.197 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 231.448 | 4,42 | 19.229 | 3,60 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 6.940 | 0,00 | 574 | -1,20 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.348.769 | 5,18 | 111.611 | 3,92 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 10.500 | -6,25 | 869 | -7,46 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 572 | 88,78 | 47 | 88,00 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 26.187 | -31,36 | 2.167 | -32,21 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 8.141 | 674 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 2.509 | 0,00 | 208 | -1,43 | ||||
| 2026-05-08 | 13F | Bokf, Na | 798 | -29,19 | 66 | -29,79 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 115 | 0,00 | 10 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 724.676 | 11,02 | 59.968 | 9,70 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 13.713 | -2,67 | 1.135 | -3,82 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 822 | 0,00 | 68 | 0,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.836 | -1,54 | 483 | -2,82 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 29.621 | 9,35 | 2.451 | 8,07 | ||||
| 2026-05-14 | 13F | Betterment LLC | 28.661 | -5,58 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 32.125 | -1,45 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 39.713 | 12,39 | 3.286 | 11,05 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 181.038 | 4,22 | 14.981 | 2,97 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | 0 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 153 | 0,00 | 13 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 645.564 | -2,55 | 53.420 | -3,71 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.375 | 12,40 | 3.755 | 11,07 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 38.105 | -0,01 | 3.153 | -1,19 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 790.663 | 2,06 | 65.428 | 0,84 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 3.750 | 307 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4.526 | 376 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 10.517 | 0,00 | 1 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 553 | 0,36 | 46 | -2,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.226.310 | 3,04 | 928.977 | 1,81 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 51.902 | 13,48 | 4.295 | 12,11 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 81.500 | 4,30 | 6.744 | 3,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16.886 | 97,13 | 1.397 | 94,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 437.471 | -2,74 | 36.201 | -3,90 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 69.917 | 36,67 | 5.786 | 35,04 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 44.908 | -11,88 | 3.716 | -12,91 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7.901 | 17,64 | 654 | 16,19 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 40 | 0,00 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Varma Mutual Pension Insurance Co | 2.700.000 | 0,00 | 223.425 | -1,19 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 600.537 | 27,88 | 49.678 | 26,30 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 1.060.313 | -18,81 | 87.741 | -19,78 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5.676 | 34,25 | 470 | 32,49 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 3 | -97,60 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.166.107 | 2,57 | 923.995 | 1,34 | ||||
| 2026-06-02 | 13F | Southern Farm Bureau Life Insurance | 480.641 | 0,00 | 40 | -2,50 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5.022 | -36,59 | 416 | -37,41 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 13.035 | -10,91 | 1.079 | -11,71 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 372.583 | 12,38 | 30.831 | 11,04 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 49.668 | 6,80 | 4.110 | 5,55 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 321.325 | -31,46 | 26.590 | -32,27 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 24.183 | 77,13 | 2.001 | 75,07 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.342 | 1,00 | 525 | -0,19 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.943.286 | 6,92 | 160.807 | 5,64 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 410 | -11,64 | 34 | -13,16 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 399.847 | 4,22 | 33.087 | 2,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 632.398 | 0,45 | 52 | 0,00 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 2.593 | 0,00 | 215 | -1,38 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 6.441 | 11,75 | 533 | 10,58 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 587.605 | -5,36 | 49 | -5,88 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 274.307 | 44,89 | 22.699 | 43,15 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 113.675 | 2,94 | 9.407 | 1,71 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 10.554 | -3,13 | 871 | -4,61 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 24.186 | 35,98 | 2.001 | 34,39 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 25.132.794 | 4,51 | 2.079.739 | 3,26 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 4.465 | 374 | ||||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 6.804 | -53,10 | 563 | -53,62 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 15.828 | 0,39 | 1.310 | -0,83 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 6.883 | 0,00 | 570 | -1,22 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 4.636 | 19,24 | 384 | 17,85 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 360 | 0,00 | 30 | -3,33 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 220.313 | 13,31 | 18.231 | 11,96 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 118.700 | 1,69 | 9.805 | 0,06 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 16.500 | 0,00 | 1.365 | -1,16 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 88.277 | -1,85 | 7.305 | -3,03 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 111.593 | 9,49 | 9.234 | 8,19 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3.265 | -8,05 | 270 | -9,09 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2.979 | 247 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 130 | 0,00 | 11 | 0,00 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 20.044 | -7,10 | 1.657 | -8,36 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 28.060 | -6,03 | 2.309 | -7,64 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 49.955 | 50,06 | 4.132 | 48,01 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 28.844 | -0,39 | 2.387 | -1,61 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 17.742 | -2,06 | 1.468 | -3,23 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103.223 | 4,43 | 8.542 | 3,18 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1.360.788 | 9,57 | 112.605 | 8,27 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 1.743 | 0,00 | 144 | -0,69 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.699 | 1,22 | 554 | 0,00 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.103 | 3,33 | 257 | 1,99 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 11.507 | 1,68 | 952 | 0,53 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 100 | 0,00 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 178.449 | -23,97 | 15 | -26,32 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 8.665 | -1,66 | 717 | -2,71 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.848 | 7,64 | 318 | 6,35 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 149.128 | 164,32 | 12.489 | 175,82 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 13.348 | -30,67 | 1.105 | -31,68 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 455.130 | 3,01 | 37.662 | 1,49 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 81 | 0,00 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.983 | 20,63 | 578 | 19,21 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 13.088 | 0,10 | 1.083 | -1,01 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.587 | 64,31 | 545 | 62,69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.099.963 | 4,25 | 91.022 | 3,00 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 50.404 | 17,87 | 4.171 | 16,45 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 52 | 4 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 999.855 | 5,01 | 82.738 | 3,76 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 89.198.232 | 6,22 | 7.381.154 | 4,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 106.182 | 91,24 | 8.787 | 88,95 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 10.917 | 0,00 | 903 | -1,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 226 | 19 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1.956 | 0,77 | 162 | -0,62 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 218.521 | 5,46 | 18.083 | 4,19 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 11.242 | -3,22 | 930 | -4,32 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 73.133 | 16,37 | 6.125 | 15,88 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 5.053 | -38,63 | 418 | -39,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.964 | 3,50 | 328 | 1,87 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 69.765 | 147,03 | 5.783 | 144,17 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 34.971 | 19,17 | 2.888 | 17,50 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 11.066 | 1,00 | 916 | -0,22 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 97.561 | -0,37 | 8.073 | -1,56 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5.528 | 457 | ||||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.949 | 3,81 | 1.071 | 2,29 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Sykon Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 40.665 | 9,34 | 3.365 | 8,06 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 75.384 | 7,69 | 6.238 | 6,41 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 44.100 | -0,38 | 3.649 | -1,56 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 39.705 | 60,00 | 3.286 | 58,08 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 372 | 31 | ||||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 4.158 | 344 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 200.272 | 6,98 | 16.573 | 5,70 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16.626 | 0,12 | 1.376 | -1,08 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 13.173.092 | -1,73 | 1.090.072 | -2,90 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 252 | -19,23 | 21 | -23,08 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 5 | -98,81 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 52.846 | -1,25 | 4.365 | -2,83 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 46 | 4 | ||||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 3.105 | -3,69 | 260 | -4,06 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 26.583 | 1,62 | 2.200 | 0,41 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 483.519 | 0,06 | 40.011 | -1,13 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.448 | 0,00 | 120 | -1,65 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 102.499 | 6,61 | 8 | 0,00 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 680 | -48,87 | 56 | -49,55 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 9.423 | -41,27 | 780 | -42,00 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 105.583 | 6,64 | 8.737 | 5,35 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 7.987 | 0,08 | 669 | -0,45 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 5.920 | 9,73 | 490 | 8,43 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 28 | -97,46 | 2 | -97,83 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 546.875 | 1,34 | 45.254 | 0,13 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 38.129 | 19,17 | 3.146 | 17,43 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 4.485 | 87,66 | 371 | 85,50 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 4.523 | 0,11 | 374 | -1,06 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 27.248 | -2,04 | 2.255 | -3,22 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 469 | 0,00 | 39 | -2,56 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 115.213 | 1,41 | 9.648 | 1,02 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 158 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 35.507 | 0,00 | 2.938 | -1,18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 470 | -61,22 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Glenview Trust Co | 76.229 | 20,27 | 6.308 | 18,82 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 248.049 | 3,79 | 20.526 | 2,55 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 3.568 | 0,00 | 295 | -1,01 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 536 | -24,61 | 44 | -25,42 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 26.890 | 29,10 | 2.225 | 27,58 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 25.726 | 32,00 | 2.129 | 30,39 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 32.419 | 0,19 | 2.683 | -1,03 | ||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 311.749 | 9.924,08 | 25.797 | 9.821,92 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.510 | 68,24 | 456 | 66,06 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 73.539 | 4,68 | 6.085 | 3,43 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 42.035 | 34,60 | 3.478 | 33,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3.673 | 5,82 | 304 | 4,48 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10.853.776 | 6,60 | 898.150 | 5,33 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 949.261 | 11,04 | 78.553 | 9,71 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 48.900 | 2,28 | 4.047 | 1,05 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 12.500 | 143,76 | 1.033 | 140,79 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 4.318 | 0,00 | 362 | 0,00 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 527 | 44 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5.929 | 0,12 | 491 | -1,21 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 2.893 | -1,46 | 239 | -2,45 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 37.422 | 42,01 | 3.097 | 40,34 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 350 | -12,50 | 29 | -15,15 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6.771 | 18,85 | 560 | 16,95 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3.840 | 26,94 | 318 | 25,30 | ||||
| 2026-04-13 | 13F | Baskin Financial Services Inc. | 2.793 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 27.622 | 31,02 | 2.286 | 29,46 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 500 | 0,00 | 41 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 837.667 | 3,98 | 69.317 | 2,74 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 13.285 | 0,19 | 1.099 | -0,99 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.249 | 352 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 3.874 | 3,67 | 321 | 2,56 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3.208 | 265 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 3.800 | -65,14 | 314 | -65,57 | |||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 15.604 | -2,71 | 1.291 | -3,87 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 108.134 | -10,36 | 8.948 | -11,43 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 5.394 | 0,00 | 450 | -0,22 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 16.300 | -9,44 | 1.349 | -10,55 | |||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 20.115 | 3,01 | 1.665 | 1,77 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.050 | -0,05 | 170 | -1,17 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 22.865 | 0,76 | 1.892 | -0,42 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 17.223 | 18,77 | 1.425 | 17,38 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2.867 | 15,93 | 237 | 14,49 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 4.064 | 0,72 | 336 | -0,30 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 23.802 | -0,88 | 1.970 | -2,09 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 1.542.000 | 0,00 | 127.600 | -1,19 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 113.081 | 0,41 | 9.357 | -0,78 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 184.683 | 3,06 | 15.283 | 1,83 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 72.966 | 3,57 | 6.038 | 2,32 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 97.089 | 3,47 | 8.034 | 2,24 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 100 | 0,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 133 | 79,73 | 11 | 83,33 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.928 | 325 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 461.945 | 3,67 | 38.226 | 103.210,81 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 74.670 | 0,00 | 6.179 | -1,20 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 3.675 | 44,63 | 304 | 43,40 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 9.048 | 0,35 | 758 | -0,13 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 153.910 | 14,65 | 12.736 | 13,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 6.374 | 66,60 | 527 | 64,69 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.510 | 208 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 70.673 | 1,85 | 5.848 | 0,64 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 123.699 | 7,17 | 10.236 | 5,90 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 752 | 15,34 | 62 | 14,81 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 27.700 | -0,18 | 2.292 | -1,38 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 1.189 | 0,00 | 98 | -1,01 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 715.751 | 2,97 | 59.229 | 1,74 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 388.589 | 32.156 | ||||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 18.649 | 1.543 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 114.956 | -11,72 | 9.511 | -12,97 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4.467 | 370 | ||||||
| 2026-04-28 | 13F | Fortune 45 LLC | 185.555 | 73,90 | 15.355 | 71,84 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 24.429 | -1,16 | 2.021 | -2,32 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 17.802 | -4,09 | 1.473 | -5,21 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 18.588 | 19,63 | 1.538 | 18,22 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 34.225 | -0,57 | 2.832 | -1,73 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 359.763 | -0,91 | 29.770 | -2,09 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 497 | 0,00 | 41 | 0,00 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 291 | 35,98 | 24 | 41,18 | ||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 8.132 | 0,00 | 673 | -1,32 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 175 | 4,79 | 14 | 7,69 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 3.789 | 0,00 | 314 | -1,26 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 60.173 | 5,86 | 4.979 | 4,60 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 844 | -1,52 | 70 | -2,82 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 6.409 | -4,50 | 530 | -5,53 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 450.085 | 4,44 | 37.245 | 3,20 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 186.197 | -2,04 | 15.408 | -3,22 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 7.653 | -7,18 | 633 | -8,26 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.963 | 35,15 | 1.238 | 33,55 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.217.898 | -1,82 | 100.781 | -3,00 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 2.763 | 0,95 | 229 | -0,44 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 168.134 | 13.913 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.451 | 2,35 | 368 | 1,10 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 170.658 | -1,10 | 14.122 | -2,28 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 9.946 | -2,95 | 823 | -4,08 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 2.550 | 0,00 | 211 | -0,94 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 180 | 0,00 | 15 | -6,67 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 14.715 | -6,01 | 1.225 | -6,64 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 143.627 | 11.885 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 8.683 | 0,00 | 719 | -1,24 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 9.666 | 7,03 | 800 | 5,69 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 22.894 | 1,60 | 1.894 | 0,37 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.931 | 132,57 | 1 | |||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 22.228 | -54,66 | 1.839 | -55,20 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 133.960 | 0,18 | 11.085 | -1,02 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6.990 | 16,99 | 578 | 15,60 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 440 | 502,74 | 36 | 500,00 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7.403 | 19,19 | 613 | 17,69 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 121 | 10 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.298 | -3,42 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 630 | -16,45 | 52 | -17,46 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 439.330 | -21,17 | 36.254 | -22,48 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.310 | 0,00 | 108 | -0,92 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 12.619 | 102,16 | 1.044 | 100,00 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 2.514 | -28,82 | 208 | -29,49 | ||||
| 2026-02-13 | 13F | Barclays Plc | 4.789 | 12.502,63 | 401 | 13.266,67 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 204.943 | 22,09 | 16.959 | 20,64 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 11.771 | 19,48 | 974 | 18,06 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 5.137 | 6,20 | 425 | 4,94 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 11.928 | 987 | ||||||
| 2026-05-01 | 13F | Riverview Trust Co | 49 | 4 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 111.908 | 4,40 | 9.260 | 3,15 | ||||
| 2026-04-13 | 13F | Trust Co | 624 | 0,32 | 52 | -1,92 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 17.392 | -3,67 | 1.439 | -4,83 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 393.087 | 2,70 | 32.528 | 1,47 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 6.327 | -0,86 | 522 | -2,25 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 36.575 | 0,99 | 3.027 | -0,23 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 61.706 | -28,05 | 5.106 | -28,91 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 2.647 | -22,06 | 219 | -22,89 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 32.364 | -7,67 | 2.678 | -8,76 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 326.427 | 3,96 | 27.012 | 2,72 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31.598 | 2,84 | 2.615 | 1,59 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 572 | 0,00 | 47 | 0,00 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 6.308 | 522 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 14 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 79.724 | -7,03 | 6.597 | -8,13 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.620 | -10,60 | 300 | -11,80 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 4.467 | 0,74 | 370 | -0,54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 36 | 0,00 | 3 | 0,00 | ||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 4.479 | -12,19 | 372 | -13,11 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 28.360 | 1,26 | 2.347 | 0,04 | ||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 2.822 | -3,36 | 233 | -4,51 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 6.583 | -0,41 | 545 | -1,63 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 36 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 16.870 | 70,20 | 1.396 | 68,07 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 1.008.300 | 84.445 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.093 | 5,28 | 670 | 4,04 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.474 | 287 | ||||||
| 2026-04-16 | 13F | First Merchants Corp | 4.375 | 0,00 | 362 | -1,09 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 805 | -42,50 | 67 | -43,59 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 474.468 | 6,11 | 39.262 | 4,85 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 183.786 | 1,28 | 15.208 | 0,36 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 873 | 223,33 | 72 | 227,27 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 139.572 | 1,19 | 11.550 | -0,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 61.639 | 5,89 | 5.101 | 4,62 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 628 | 0,16 | 52 | -1,92 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6.846 | 25,75 | 565 | 23,68 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 209.677 | 12,31 | 17.303 | 10,66 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 525 | 110,00 | 43 | 115,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4.966 | 0,00 | 411 | -1,20 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13.080 | 1.082 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21.827 | -19,16 | 1.818 | -19,70 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 10.575 | 0,00 | 875 | -1,13 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 28.497 | 6,22 | 2.358 | 4,99 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 454 | 38 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.869 | -23,02 | 155 | -24,14 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6.762.049 | 22,71 | 559.560 | 21,24 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 71.075 | 16,22 | 5.881 | 14,84 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9.447 | 782 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 75 | 0,00 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 483.527 | 22,61 | 40.012 | 20,94 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 14.231 | -85,08 | 1.178 | -85,26 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 26.059 | -14,16 | 2.156 | -15,18 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 53.765 | 2,88 | 4.449 | 1,67 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 7.323 | 0,00 | 606 | |||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 50.800 | 3,59 | 4.204 | 2,36 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 11.779 | 30,08 | 975 | 28,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 200.257 | 52,93 | 16.571 | 51,11 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 55.940 | 6,63 | 4.629 | 5,37 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 51.942 | -3,94 | 4.298 | -5,08 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 113.759 | 107,92 | 9.527 | 107,06 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 34.899 | 2,27 | 2.888 | 1,05 | ||||
| 2026-05-14 | 13F | Prudential Plc | 17.476.776 | 1.446.203 | ||||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.000.034 | 8,77 | 165.503 | 7,27 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 66.670 | 3,14 | 5.517 | 1,90 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 18.514 | 1.532 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 15.225 | 1.275 | ||||||
| 2026-04-10 | 13F | Finivi Inc. | 123.196 | 24,43 | 10.194 | 22,94 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 232.087 | 3,74 | 19.205 | 2,50 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 5 | 0 | ||||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 40.902 | -0,35 | 3.385 | -1,54 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 3.084 | 0,00 | 255 | -1,16 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 72.079 | 29,21 | 5.965 | 27,68 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14.349 | 6,40 | 1.187 | 5,14 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 31.670 | 0,00 | 2.621 | -1,21 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 9.912 | 0,00 | 820 | -1,20 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 13.671 | 1.131 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 75.119 | -21,63 | 6.216 | -22,56 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.402 | 16.830,77 | 364 | 18.100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 684.128 | 441,51 | 56.612 | 435,08 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4.870 | 5,98 | 403 | 4,69 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 33.400 | -47,17 | 2.764 | -47,81 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.420 | 9,06 | 118 | 7,34 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 8.436 | -2,93 | 698 | -3,99 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 75.050 | 7,90 | 6.210 | 6,61 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 17.566 | -3,07 | 1.454 | -4,22 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 14.038 | -0,43 | 1.162 | -1,61 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 54.779 | 136,34 | 4.533 | 133,49 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 102.555 | 10,00 | 8.486 | 8,68 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3.789 | 14,61 | 314 | 13,41 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 15.829 | 11,84 | 1.310 | 10,46 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 24.002 | 10,47 | 1.986 | 9,18 | ||||
| 2026-02-11 | 13F | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.160 | 15,86 | 1.751 | 14,52 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6.552 | 542 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Blue Water Asset Management | 4.598 | 0,74 | 380 | -0,52 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 25.104 | -34,53 | 2.077 | -35,32 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 23.160 | 28,24 | 1.916 | 26,72 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 60.000 | 4.965 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 121.405 | 32,86 | 10.046 | 31,29 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 24.892 | -26,55 | 2.060 | -27,45 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 5.494 | 4,87 | 455 | 3,65 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 68.495 | 0,14 | 5.665 | -1,05 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4.280 | 2,66 | 354 | 1,43 | ||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 128.020 | -9,01 | 10.594 | -10,10 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 24.734 | 6,25 | 2.047 | 4,98 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 283 | 23 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2.115 | 0,00 | 175 | -1,13 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 2.952 | 244 | ||||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 320.075 | 74,86 | 26.486 | 72,78 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 34.239 | 45,08 | 2.833 | 43,37 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 4.386 | 0,00 | 363 | -1,36 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 7.604 | -2,59 | 1 | |||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 677 | 0,00 | 56 | 0,00 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 106 | 0,95 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 104.195 | 5,32 | 8.622 | 4,07 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2.916 | 241 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2.980 | 4,01 | 247 | 2,93 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 614.910 | 5,34 | 50.884 | 4,09 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 48.987 | -0,57 | 4.103 | -1,01 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 3.484 | 31,42 | 288 | 29,73 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 491.605 | 7.037,12 | 40.680 | 6.962,50 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 7.935 | 17,26 | 657 | 15,90 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 95 | -13,64 | 8 | -22,22 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 7.354 | -3,24 | 609 | -4,40 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 190.001 | 19.000.000,00 | 15.723 | |||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 42 | 0,00 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2.749 | 227 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 43 | 4 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 181.984 | 0,45 | 15.059 | -0,75 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 257.997 | 1,06 | 21.349 | -0,14 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 7.557 | 21,99 | 625 | 20,66 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 8.169 | -1,08 | 676 | -2,32 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 36 | 0,00 | 3 | -33,33 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5.572 | 19,60 | 461 | 18,21 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.579.346 | 8,48 | 185.845 | 52,42 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9.106 | 9,58 | 754 | 8,35 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.541 | 210 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 40.542 | 1,51 | 3.355 | 0,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 106.224 | 7,37 | 8.790 | 6,10 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 903.265 | 5,07 | 74.745 | 3,82 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 68.324 | 4,58 | 5.654 | 3,33 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 7.665 | 29,02 | 634 | 27,57 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 225 | 0,00 | 19 | 0,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 73.718 | 1.413,72 | 6.051 | 1.386,49 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 8.200 | 0,07 | 1 | |||||
| 2026-02-18 | 13F | Grand Central Investment Group | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10.571 | 4,38 | 883 | 3,76 | ||||
| 2026-05-05 | 13F | PFG Advisors | 68.824 | -59,28 | 5.695 | -59,76 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.015.034 | 6.630,99 | 85.009 | 6.604,18 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4.654 | 385 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 7.715 | 0,22 | 638 | -0,93 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 183.084 | 11,40 | 15.150 | 10,07 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 16.064 | 10,34 | 1.329 | 9,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.886 | 239 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.279 | -0,88 | 271 | -2,17 | ||||
| 2026-05-01 | 13F | American Trust | 5.296 | -3,06 | 438 | -4,16 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 44.146 | 3,24 | 3.653 | 2,01 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38.500 | 11,14 | 3.186 | 9,79 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 55.056 | -2,18 | 4.556 | -3,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 517 | 43 | ||||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.422 | 0,50 | 200 | -0,50 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 4.354 | 0 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 17.686 | -5,25 | 1.464 | -6,40 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 150.297 | 1,95 | 12.437 | 0,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.403 | 5,95 | 861 | 4,62 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595.579 | -3,97 | 49.284 | -5,11 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 1.441 | 0,00 | 118 | -1,67 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 606.886 | 14,16 | 50.220 | 12,80 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 27.975 | 4,66 | 2.315 | 3,40 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 21.514 | -0,02 | 1.802 | -0,44 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 110.098 | -9,40 | 9.111 | -10,48 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.370 | 362 | ||||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 3.707 | -29,34 | 307 | -30,30 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 49.502 | 40,90 | 4.096 | 39,23 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 9.252 | 775 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 160.173 | 36,89 | 13.254 | 35,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 52.983.058 | 3,27 | 4.360.506 | 1,48 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 553 | -16,72 | 46 | -18,18 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3.436 | 0,00 | 285 | -0,70 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 80.497 | 61,79 | 6.661 | 59,89 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 395.237 | -8,28 | 32.706 | -9,38 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 36.036 | 2.982 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 33.955 | 11,69 | 2.810 | 10,33 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 41.665 | -0,71 | 3.448 | -1,91 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2.710.658 | 147,43 | 224.226 | 144,39 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 2.850 | -24,00 | 236 | -25,16 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 6.166 | 100,59 | 510 | 98,44 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 86.354 | 7.146 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 3.518 | 0,00 | 291 | -1,02 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 4.482 | -13,06 | 371 | -14,15 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 182.338 | -0,98 | 15.088 | -2,16 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 14.065 | 14,53 | 1.164 | 13,13 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 41.641 | 32,25 | 3.446 | 30,64 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.736 | 0,75 | 723 | -0,55 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 415.601 | -0,02 | 34.391 | -1,22 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.439 | -0,61 | 202 | -1,95 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 73.137 | -2,02 | 6.052 | -3,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.452.302 | 284,55 | 120.178 | 279,96 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5.500 | 455 | |||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 6.048 | -18,52 | 500 | -19,48 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 67.433 | -94,77 | 5.579 | -94,83 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15.800 | 464,29 | 1.307 | 458,55 | |||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 17.321 | -11,74 | 1.433 | -12,78 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 34.063 | 10,86 | 2.819 | 9,52 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 2.875 | 0,00 | 238 | -1,25 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 46.782 | 0,00 | 3.871 | -1,17 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5.541 | 18,70 | 459 | 17,44 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 38.765 | 3.208 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 47.785 | 2,84 | 3.954 | 1,62 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 18.444 | -0,54 | 1.526 | -1,74 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11.346 | 0,00 | 954 | 1,49 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 70.628 | 0,77 | 5.844 | -0,43 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 1.245.551 | 476,46 | 103.069 | 469,60 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 27.697 | -4,48 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 37.543 | -6,99 | 3.107 | -8,11 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 73.789 | 8,58 | 6.106 | 7,29 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.000 | 0,00 | 248 | -1,20 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 1.629.062 | 0,82 | 134.805 | -0,39 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 352.454 | 0,00 | 29.518 | 0,00 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 75.273 | 1,18 | 6.229 | -0,03 | ||||
| 2026-05-14 | 13F | One William Street Capital Management, L.p. | 71.700 | 5.933 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 320.710 | 36,93 | 27 | 36,84 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 86.184 | -5,58 | 7.132 | -6,71 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 138 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4.312 | 0,75 | 357 | -0,56 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 7.765 | -28,27 | 643 | -29,14 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 114.311 | -4,47 | 9.459 | -5,61 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 27.343 | 13,56 | 2.263 | 12,20 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.978 | 9,87 | 412 | 8,44 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 47.207 | -0,44 | 3.906 | -1,61 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 6.350 | 0,59 | 525 | -0,57 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 5.478 | 453 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 450 | 29,68 | 37 | 27,59 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 479.047 | 1,26 | 39.641 | 0,05 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 4.918 | 0,20 | 407 | -1,22 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 59.545 | 17,57 | 4.927 | 16,18 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8.688 | 719 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 419.322 | 22,11 | 34.699 | 20,65 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 20.836 | -24,17 | 1.724 | -25,08 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 23.491 | 11,92 | 1.944 | 10,59 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4.421 | 0,71 | 366 | -0,54 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4.517 | 0,58 | 374 | -0,80 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 269 | 0,00 | 22 | 0,00 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 12.921 | -2,05 | 1.069 | -3,17 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.366 | 630,48 | 113 | 653,33 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 184.551 | 15.272 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 192.607 | 16.021 | ||||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 5.586 | 0,00 | 462 | -1,07 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 335.776 | 3,85 | 27.785 | 2,61 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 9.012 | 23,38 | 746 | 21,93 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.391.592 | 1,53 | 115.154 | 0,31 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 15.543 | 0,00 | 1.286 | -1,15 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5.707 | 66,58 | 472 | 65,03 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 6.881 | -0,30 | 569 | -1,56 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 385.230 | 0,00 | 31.878 | -1,20 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4.625 | 0,43 | 0 | |||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 7.049 | 13,64 | 583 | 12,33 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3.630 | 44,05 | 300 | 42,18 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.657 | -0,67 | 220 | -2,23 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 16.160 | -0,50 | 1.337 | -1,69 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 132.102 | 2,42 | 10.931 | 1,19 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 107 | 0,00 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.375 | -1,72 | 114 | -3,42 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 60.843 | 2,19 | 5.080 | 2,17 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 78.198 | -10,28 | 6.471 | -11,36 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11.474 | 152,68 | 949 | 149,74 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Axos Invest Inc. | 5.592 | -29,58 | 463 | -30,53 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 121 | 112,28 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 3.935 | -4,33 | 326 | -5,52 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8.301 | 7,71 | 687 | 6,36 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.976 | 21,82 | 743 | 20,26 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 37.491 | -3,46 | 3.102 | -4,61 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 59.430 | -3,43 | 4.918 | -4,60 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 18.873 | 1.774,18 | 1.562 | 1.758,33 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 73 | 6 | ||||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 8.137 | -76,46 | 673 | -76,75 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 78.495 | 18,82 | 6.477 | 17,08 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 46.867 | 317,75 | 3.878 | 312,99 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 5.135 | -40,07 | 425 | -40,86 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 68.066 | 5,15 | 5.632 | 3,04 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 7.812 | -11,69 | 646 | -12,70 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 81.720 | 8,22 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 102.008 | -7,88 | 8.441 | -8,97 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 38.907 | 10,30 | 3.258 | 9,84 | ||||
| 2026-05-08 | 13F | Enhancing Capital LLC | 4.083 | 0,05 | 338 | -1,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 291.363 | 7,00 | 24.811 | 8,33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.728.521 | 11,40 | 391.285 | 10,07 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2.624 | 217 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 38.558 | 11,86 | 3.191 | 10,53 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.423 | 0,07 | 1.856 | -1,12 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 410.448 | 29,82 | 33.840 | 27,80 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 7.596 | 629 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 42.904 | 17,37 | 3.550 | 15,98 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 622 | 39,15 | 51 | 37,84 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 153.942 | 12.739 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 87.155 | -10,79 | 7.212 | -11,84 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 88.291 | 1,38 | 7.306 | 0,18 | ||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 49.361 | 18,32 | 4.085 | 16,92 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15.138 | 106,49 | 1.253 | 104,24 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 92.730 | 166,21 | 7.673 | 163,04 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 44.289 | 3.665 | ||||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 253.594 | 6,00 | 21.010 | 4,86 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 726 | -28,19 | 60 | -28,57 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 405.333 | 25,13 | 33.541 | 23,64 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 9.922 | 19,73 | 821 | 18,30 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 94.173 | 39,42 | 7.793 | 37,16 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 48 | 0,00 | 4 | -25,00 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 38.520 | 0,21 | 3.187 | -0,99 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 52.478 | -53,85 | 8.772 | -7,88 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 132 | 51,72 | 11 | 42,86 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 31.574 | -4,08 | 2.613 | -5,22 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 2.602 | 0,00 | 215 | -1,38 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 23.878 | 24,59 | 1.976 | 23,05 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 6.474 | 0,00 | 536 | -1,29 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.940 | 243 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 11.739 | 25,27 | 971 | 23,85 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.984 | 14,11 | ||||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 4.000 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 133.613 | -1,85 | 11.054 | -3,09 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2.103 | 174 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 358.431 | 6,40 | 29.660 | 5,13 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 61.140 | 9,55 | 5.059 | 8,24 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 7.374 | 7,89 | 610 | 6,64 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 16.028 | 0,00 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 38.757 | 0,64 | 3.207 | -0,56 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 5.887 | 16,53 | 487 | 15,13 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 37,66 | 9 | 33,33 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 12.601 | -25,51 | 1.043 | -26,41 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 7.789 | -0,78 | 645 | -1,98 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 50.795 | -4,17 | 4.203 | -5,32 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4.832 | 35,73 | 400 | 33,89 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 20.443 | 1.692 | ||||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 2.500 | 0,00 | 207 | -1,44 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 9.416 | 0,00 | 779 | -1,14 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 3.768 | -6,25 | 312 | -7,44 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 96.746 | 2,27 | 8.006 | 1,05 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 675.573 | 94,09 | 56 | 89,66 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 145.227 | 196,03 | 12.018 | 192,53 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 266.114 | 6,50 | 22.021 | 5,22 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 2.155 | -4,98 | 178 | -5,82 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 192.316 | -4,09 | 15.914 | -5,23 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 9.757 | 0,00 | 807 | -1,22 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 138 | 4,55 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.866.484 | 19,28 | 402.702 | 17,85 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.222 | 0,00 | 101 | -0,98 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 85.653 | -3,01 | 7.088 | -4,16 | ||||
| 2026-05-07 | 13F | Latigo Investments, LLC | 86.019 | 0,00 | 7.118 | -1,19 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | United Services Automobile Association | 160.545 | -7,71 | 13.285 | -8,81 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 147.881 | 1,81 | 12.237 | 0,59 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 106.534 | 5,89 | 8.816 | 4,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 53.315 | 36,86 | 4.412 | 35,22 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 21.484 | -15,81 | 1.778 | -16,85 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 269.368 | 1,57 | 22.098 | 0,19 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 18.082 | -1,69 | 1.496 | -2,86 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 11.520.160 | 62,51 | 954.441 | 60,77 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 423.173 | 8,69 | 35.018 | 7,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 182.445 | 184,83 | 15.097 | 181,45 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 6.361 | 17,62 | 526 | 16,37 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 79.122 | 5,35 | 6.547 | 4,10 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7.073 | 1,73 | 585 | 0,52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 29.621 | -11,49 | 2.451 | -12,56 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 9.385 | 0,78 | 781 | -0,13 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 7.399 | -6,39 | 617 | -6,81 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.732 | 226 | ||||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cordant, Inc. | 175.496 | 2,47 | 14.522 | 1,25 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.665 | 7,03 | 221 | 5,77 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 12.312 | 8,80 | 1.019 | 7,50 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 2.923.588 | 0,30 | 241.927 | -1,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.076 | 10,93 | 844 | 10,48 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 227.644 | 2,31 | 18.838 | 1,09 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.327 | 51,76 | 772 | 50,00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 590.068 | 2,23 | 48.828 | 1,01 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 59.717 | 2,16 | 4.942 | 0,94 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 525 | 43 | ||||||
| 2026-01-27 | 13F | Q3 Asset Management | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Novem Group | 50.781 | 2,37 | 4.202 | 1,16 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 15.504 | -63,98 | 1.283 | -64,44 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11.050 | -1,36 | 914 | -2,56 | ||||
| 2026-05-15 | 13F | EFG International AG | 5.794 | -18,71 | 479 | -19,63 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.692 | -20,68 | 140 | -21,35 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 160.405 | -2,50 | 13.273 | -3,66 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 156.500 | 3,94 | 12.950 | 2,70 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.401 | 182,47 | 199 | 178,87 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 12.992 | 3,65 | 1.075 | 2,48 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 19.272 | 60,29 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 35.906 | 669,36 | 2.971 | 661,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 18.812 | 36,47 | 1.557 | 34,84 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.274 | 619,77 | 105 | 650,00 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 51.409 | 3,05 | 4.254 | 1,82 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 55.295 | 0,27 | 4.576 | -0,93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 56.589 | 9,13 | 4.683 | 7,83 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 17.569 | 13,86 | 1.454 | 12,46 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 25.164 | 88,14 | 2.082 | 85,89 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 123.530 | 81,86 | 10.222 | 79,71 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 218.984 | -1,57 | 18.121 | -2,75 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3.159 | 0,10 | 261 | -1,14 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7.122 | 2,59 | 589 | 1,38 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2.477 | 205 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 279.071 | 3,69 | 23.093 | 2,45 | ||||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 22.840 | -5,17 | 1.890 | -6,35 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 40.998 | 3,55 | 3.393 | 2,32 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 644.294 | 0,68 | 53.315 | -0,52 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 4.337 | 359 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 140.444 | -3,40 | 11.641 | -4,57 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3.046 | 0,73 | 252 | -0,40 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 96.312 | 1,39 | 7.970 | 0,18 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 33.624 | 123.960 | 38,80 | |||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.976 | 15,17 | 246 | 13,89 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 12.400 | -0,90 | 1.026 | -2,01 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 4.847 | 29,77 | 401 | 28,53 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 14.848 | -4,05 | 1.229 | -5,25 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 100.907 | 4,74 | 8.350 | 3,50 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28.734 | 2,45 | 2.378 | 1,24 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 100.503 | 1.130,45 | 8.317 | 1.115,79 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 8.858 | -1,03 | 733 | -2,14 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 38 | -62,38 | 3 | -62,50 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 62.287 | -0,35 | 5.154 | -1,53 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 200 | -87,13 | 16 | -87,69 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5.041 | 0,76 | 417 | -0,24 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 58.841 | -4,26 | 4.869 | -5,38 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 92 | 50,82 | 8 | 40,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 72.319 | 3,56 | 5.984 | 2,33 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 10.724 | 0,85 | 887 | -0,34 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 10.878 | 0,02 | 900 | -1,32 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 3.899 | -89,90 | 322 | -90,05 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 7.903 | 0,00 | 654 | -1,21 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 274.190 | -0,05 | 22.689 | -1,24 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 176.219 | 13,15 | 14.582 | 11,81 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 217.792 | 2,94 | 18.022 | 1,72 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 15.691 | 6,14 | 1.298 | 4,85 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.756 | 1.250,77 | 145 | 1.340,00 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 37.191 | 0,05 | 3.078 | -1,38 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 53.646 | -0,04 | 4.439 | -1,22 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8.859 | 109,04 | 733 | 107,06 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 44.481 | 3,55 | 3.681 | 2,31 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3.285 | -2,49 | 272 | -3,90 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 57.348 | 4.746 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 50.356 | -3,60 | 4.167 | -4,76 | ||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 24.118 | 1,56 | 1.996 | 0,35 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 8.000 | 166,67 | 662 | 163,75 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 13.957 | -19,82 | 1.155 | -20,80 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 134.952 | -23,20 | 11.167 | -24,12 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 465.787 | -11,97 | 38.544 | -13,02 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 54.684 | 64,54 | 4.525 | 62,59 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.173 | 89,19 | 97 | 90,20 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 59.868 | 9,65 | 4.954 | 8,36 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.406 | 3,31 | 199 | 2,05 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 39.026 | -2,55 | 3.229 | -3,70 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 2.547 | 3,96 | 211 | 2,44 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 2.480 | 0,00 | 205 | -0,97 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 2.756.420 | 125,01 | 228.094 | 122,33 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 57.690 | 4.774 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.049 | 1.736 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7.770 | -1,89 | 643 | -3,17 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 2.797 | 0,00 | 234 | 0,00 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1.143 | 95 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1.889 | -5,97 | 156 | -7,14 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6.668.337 | 11,92 | 551.805 | 10,59 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 29.535 | -0,04 | 2.444 | -1,21 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 92.380 | 0,94 | 7.644 | -0,26 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 3.587 | 0,00 | 297 | -1,33 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 4.177 | -49,46 | 346 | -50,14 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3.053 | -25,15 | 253 | -26,10 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 9.638 | 798 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 5.721 | 1,80 | 473 | 0,64 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 319.243 | 15,80 | 26.417 | 14,42 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 83.822 | 3,15 | 6.936 | 1,93 | ||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 3.133.225 | 259 | ||||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 718.432 | 0,00 | 60.169 | 0,00 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 74.183 | 6.139 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 22.364 | 4,75 | 1.851 | 3,53 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 710.291 | 0,43 | 58.777 | -0,77 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 72.869 | -3,34 | 6.030 | -4,50 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 7.471 | 0,00 | 618 | -1,12 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 5.633 | 467 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 80 | 7 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 58.986 | 5,01 | 4.887 | 3,63 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 84.922 | -0,93 | 7.027 | -2,10 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 345.199 | -4,34 | 28.817 | -4,65 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 330 | 27 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 93.118 | 0,15 | 7.706 | -1,05 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 28.069 | 2.323 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 204.064 | -5,21 | 17.090 | -5,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 6.604 | -14,04 | 546 | -15,09 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 4.163 | -2,41 | 345 | -3,64 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.263 | 435 | ||||||
| 2026-05-11 | 13F | Allianz Se | 430 | 0,00 | 36 | -2,78 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 218.700 | 14,89 | 18.097 | 13,52 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3.849 | 18,32 | 319 | 16,91 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 194 | 0,00 | 16 | 0,00 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 260 | 0,00 | 22 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 17.739 | 10,18 | 1.468 | 8,83 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 3.607 | -0,25 | 298 | -1,32 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 83.401 | -57,63 | 6.901 | -58,14 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 685.118 | 5,15 | 56.694 | 3,89 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 31.282 | 0,01 | 2.589 | -1,18 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 106.997 | 3,93 | 8.854 | 2,70 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 34.811 | 5,02 | 2.865 | 3,17 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 3.837 | 318 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7.886 | -78,65 | 653 | -78,91 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.487 | 206 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 358.447 | 7,12 | 29.661 | 5,84 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4.266 | -4,80 | 353 | -5,87 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 19.632 | 276,96 | 1.625 | 272,48 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 7.686 | 0,00 | 636 | -1,09 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 4.811 | 0 | ||||||
| 2026-05-12 | 13F | Weik Capital Management | 53.727 | 5,40 | 4.446 | 4,12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 21.533 | 3,94 | 1.774 | 2,25 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 40.067 | 20,44 | 3.316 | 18,99 | ||||
| 2026-05-01 | 13F | Marks Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6.753 | -6,53 | 559 | -7,77 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 392 | 0,00 | 32 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.201.696 | 65,40 | 184.365 | 64,67 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 6.330 | 6,62 | 524 | 5,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 118.464.592 | 39,62 | 9.802.945 | 37,95 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 5.535 | 458 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 401.571 | 221,16 | 33.230 | 217,35 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6.000 | 11,69 | 496 | 10,47 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 483.643 | 2,72 | 40.021 | 1,50 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 39.304 | 9,76 | 3.252 | 8,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 40.717 | 36,34 | 3.369 | 34,71 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.568 | -15,12 | 544 | -16,20 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.743 | 68,80 | 227 | 66,18 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 6.400 | -0,25 | 530 | -1,49 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 46.017 | 3.854 | ||||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 18.923 | 53,72 | 1.566 | 51,94 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 18.738 | -1,89 | 1.551 | -3,06 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 11.671 | -14,82 | 966 | -15,87 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4.290 | 3,12 | 355 | 1,72 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 26.585 | -16,62 | 2.200 | -17,64 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 2.425 | 201 | ||||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 43.956 | 6,22 | 3.664 | 5,74 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4.673 | 144,15 | 387 | 141,25 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12.354 | 3,84 | 1.022 | 2,61 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 46.876 | 2,30 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2.115 | 0,00 | 175 | -1,13 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 107.054 | 4,08 | 8.859 | 2,83 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 10.238 | 0,06 | 847 | -1,05 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 9.299 | 769 | ||||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 71.069 | 4,32 | 5.881 | 3,07 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 162.814 | 4,92 | 13.473 | 3,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 110.926 | -0,48 | 9.179 | -1,66 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 162.580 | 205,54 | 13.454 | 201,91 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9.500 | 4,11 | 786 | 2,88 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 9.565 | 792 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.582.747 | -0,76 | 130.972 | -1,94 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.934 | 16,65 | 162 | 15,83 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 61.673 | 0,82 | 5.124 | -0,14 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 8.352 | -3,01 | 691 | -4,16 | ||||
| 2026-01-26 | 13F | Ckw Financial Group | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 16.808 | 1,13 | 1.391 | -0,07 | ||||
| 2026-05-04 | 13F | Nwam Llc | 13.299 | 3,73 | 1.100 | 2,23 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 43 | 43,33 | 4 | 50,00 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 66.201 | 3,91 | 5.478 | 2,68 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 180.501 | 35,70 | 15 | 27,27 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 30.072 | 2.519 | ||||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 1.292.103 | 42,68 | 106.922 | 40,97 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 6.520 | 69,48 | 540 | 67,39 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 22 | 2 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11.683 | 967 | ||||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 3.597 | -4,28 | 298 | -5,41 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 34.121 | -3,59 | 2.824 | -4,72 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 12.475 | 1.029 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7.504 | -16,04 | 621 | -17,11 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 57.804 | -2,20 | 4.783 | -3,35 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 121.106 | 4,45 | 10.022 | 3,20 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 13.011 | -2,44 | 1.077 | -3,67 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 897 | -9,39 | 74 | -9,76 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 752 | 0,80 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 230.023 | 0,51 | 19.034 | -0,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 3.564 | 1,31 | 295 | 0,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 107 | 9 | ||||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 3.306 | -35,47 | 274 | -36,36 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 3.160 | 261 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7.702 | 1,89 | 637 | 0,63 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 18.147 | -4,31 | 1.502 | -5,48 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 14.998 | -6,09 | 1.241 | -7,18 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 20.512 | -1,54 | 1.697 | -2,69 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 137.620 | 1,44 | 11.388 | 0,24 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 363 | 0,55 | 30 | 0,00 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 66.347 | 205,90 | 5.490 | 202,31 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 175 | 14 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 97.374 | 3,77 | 8.058 | 2,53 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 8.943 | -40,20 | 740 | -40,89 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.652 | -28,36 | 219 | -29,35 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 144.203 | 127,78 | 11.933 | 125,09 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3.238 | 268 | ||||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 4.090 | 10,39 | 338 | 9,03 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 268.566 | 0,03 | 22.224 | -1,17 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3.919 | 37,80 | 324 | 36,13 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 58.672 | 2,51 | 4.855 | 1,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.461 | 203 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 125.192 | 21,03 | 10.360 | 19,59 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 122 | 110,34 | 10 | 150,00 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 43.155 | -11,43 | 3.571 | -12,48 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 171.935 | -1,37 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 869.001 | 1,76 | 71.910 | 0,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 674.763 | 0,82 | 55.837 | -0,38 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 294.016 | -18,51 | 24.330 | -19,48 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 3.751 | 0,00 | 310 | -1,27 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.177 | 263 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 240.457 | -10,27 | 19.898 | -11,34 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 9.455 | 0,00 | 782 | -1,14 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 54.253 | 17,02 | 4.489 | 15,64 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 341 | 54,30 | 28 | 55,56 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.054 | 501 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 23 | -99,73 | 2 | -99,86 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 42.969 | 2,03 | 3.556 | 0,82 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 21.021 | 70,06 | 1.739 | 68,02 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 9.115 | 7,46 | 754 | 6,20 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Rebalance, Llc | 1.076.970 | 2,80 | 89.119 | 1,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 78.743 | 21,81 | 6.516 | 20,36 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 3.120 | -9,33 | 258 | -10,42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 11.609 | -1,79 | 955 | -3,54 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 3.835 | 317 | ||||||
| 2026-05-05 | 13F | HC Advisors, LLC | 3.828 | 0,00 | 317 | -1,25 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 48.920 | -1,16 | 4.048 | -2,34 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.518 | 11,97 | 2.029 | 10,64 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 3.446 | 16,11 | 285 | 14,92 | ||||
| 2026-05-15 | 13F | Man Group plc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.986.532 | -4,43 | 163.124 | -6,31 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 196 | 0,00 | 16 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 922.100 | 6,09 | 76.312 | 4,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 139.747 | 1.901,82 | 11.564 | 1.880,14 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 22.780 | 3,63 | 1.891 | 2,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 160.009 | 314,02 | 13.241 | 309,15 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 212.289 | 8.793,55 | 17.567 | 8.727,14 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 3.167 | 262 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 15.589 | 3,57 | 1.290 | 2,30 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.743 | 23,35 | 144 | 22,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 44.668 | -5,53 | 3.696 | -6,64 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 5.700 | 3,62 | 472 | 2,39 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 126.404 | 2,53 | 10.460 | 1,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.216 | 106,74 | 432 | 104,27 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1.184 | 0,00 | 98 | -2,02 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 72.779 | -5,69 | 6.023 | -6,82 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.215.856 | -5,11 | 101 | -6,54 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 339.843 | 4,94 | 28.122 | 3,69 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 82.378 | -6,22 | 6.817 | -7,34 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 |
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