Basisstatistiken
| Institutionelle Eigentümer | 930 total, 930 long only, 0 short only, 0 long/short - change of 6,15% MRQ |
| Durchschnittliche Portfolioallokation | 1.2471 % - change of 21,36% MRQ |
| Institutionelle Aktien (Long) | 208.559.214 (ex 13D/G) - change of 18,28MM shares 17,64% MRQ |
| Institutioneller Wert (Long) | $ 10.130.310 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) hat 930 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 208,559,214 Aktien. Die größten Aktionäre sind LPL Financial LLC, Goldman Sachs Group Inc, Sei Investments Co, Valmark Advisers, Inc., Morgan Stanley, Cambridge Associates Llc /ma/ /adv, Fmr Llc, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Wealthfront Advisers Llc, and Wealthspire Advisors, LLC .
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (BMV:VTIP) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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Load All| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 92.523 | 0,00 | 4.622 | 0,98 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 62.707 | -6,76 | 3.132 | -5,83 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 13.303 | 119,99 | 664 | 122,07 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 77.603 | 2,86 | 3.876 | 3,89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 30.417 | 0,54 | 1.519 | 1,54 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 121.414 | 5,78 | 6.065 | 6,84 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17.284 | -3,61 | 863 | -2,60 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 5.528 | -56,22 | 0 | |||||
| 2026-04-28 | 13F | Unison Advisors LLC | 20.467 | 0,00 | 1.022 | 0,99 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 7.905 | 0,00 | 395 | 1,03 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 173.510 | 4,76 | 8.667 | 5,80 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 101.851 | 2,77 | 5.087 | 3,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 36.400 | 1.818 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 24.488 | 30,48 | 1.223 | 31,79 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 23.348 | 2,52 | 1.166 | 3,55 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 53.155 | -3,38 | 2.655 | -2,43 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 138.963 | -15,20 | 7 | -25,00 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.048.449 | 13,96 | 52.370 | 15,09 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 20.001 | 1 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 387.222 | 18,22 | 19.342 | 19,39 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 300 | 0,00 | 15 | 0,00 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 9.660 | 17,76 | 483 | 19,01 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 572.974 | -25,20 | 28.620 | -24,46 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 4.104 | 0,00 | 205 | 0,99 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 47.955 | 13,90 | 2.395 | 15,03 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 12.713 | -0,47 | 635 | 0,63 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 15.000 | 0,00 | 749 | 1,08 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 22.228 | 1.110 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 82.492 | 0,94 | 4.120 | -0,12 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 330.205 | 0,45 | 16.494 | 1,45 | ||||
| 2026-05-13 | 13F | Marex Group plc | 8.079 | 2,77 | 404 | 3,87 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 31.225 | -21,23 | 1.560 | -20,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3.727 | -84,36 | 186 | -84,21 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 31.925 | -15,80 | 1.595 | -14,99 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 353 | 101,71 | 18 | 112,50 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 9.739 | -48,10 | 486 | -47,63 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 26.204 | -0,82 | 1.309 | 0,15 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 628.807 | 0,91 | 31.409 | 1,91 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 206.066 | 277,03 | 10.293 | 280,76 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 26.862 | -1,65 | 1.342 | -0,67 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 22.164 | 120,01 | 1.107 | 122,29 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 34.697 | 0,00 | 1.733 | 0,99 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.373 | -14,19 | 69 | -13,92 | ||||
| 2026-04-21 | 13F | Maseco Llp | 32.302 | 0,00 | 1.613 | 1,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 29.058 | -16,58 | 1.451 | -15,74 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 12.700 | -1,37 | 634 | -0,31 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 39.727 | -1,16 | 1.984 | -0,15 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 8.536 | 0,00 | 426 | 0,95 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 117.113 | 1,52 | 5.850 | 2,52 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 4.239 | 0,00 | 212 | 0,96 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.112 | 1.581,32 | 355 | 1.670,00 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 124.709 | 9,13 | 6.229 | 10,21 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 11.579 | 64,01 | 578 | 65,62 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 52.520 | 2.623 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 16.153 | 807 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 110.919 | 22,60 | 5.540 | 23,83 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 17.778 | 3,23 | 888 | 4,35 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 246 | 0,00 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 1.685.046 | 7,10 | 84.168 | 8,16 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 86.240 | 14,06 | 4.308 | 15,19 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 109.789 | 5,08 | 5.484 | 6,01 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1.247 | 0,00 | 62 | 1,64 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 956.747 | -6,89 | 47.790 | -5,97 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 36.142 | 5,49 | 1.823 | 7,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 420.154 | 3.092,17 | 20.987 | 3.128,62 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 36.463 | -2,77 | 1.821 | -1,78 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 20.440 | 119,83 | 1.021 | 122,22 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 48.812 | -7,13 | 2.438 | -6,19 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 53.545 | 3,51 | 2.675 | 4,53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 45.749 | 81,49 | 2.285 | 83,39 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 31.042 | 12,28 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 72 | -20,00 | 4 | -25,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.481 | 74 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 186 | -25,30 | 0 | |||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 90 | 23,29 | 4 | 33,33 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 546.717 | 9,84 | 27.308 | 10,93 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 326 | 16 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.116 | 1,58 | 955 | 2,58 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 180.545 | 6,02 | 9.018 | 7,08 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 188.528 | 263,22 | 9 | 350,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 59.172 | 106,15 | 2.956 | 108,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.262 | 572,89 | 263 | 589,47 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 1.981 | 99 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 4.110 | -28,79 | 205 | -28,07 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.408 | 0,00 | 420 | 0,96 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.142 | -32,82 | 257 | -32,28 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 27.066 | 0,53 | 1.352 | 1,50 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 5.094 | 0,00 | 254 | 1,20 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 6.749 | 9,35 | 337 | 10,49 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 4.624 | -80,58 | 231 | -80,48 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 307.769 | 9,08 | 15.373 | 10,16 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 90.750 | 0,19 | 4.533 | 1,16 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 130.387 | 0,00 | 6.513 | 0,99 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.347.765 | 67.290 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 249.354 | 12.455 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 5.059 | -80,93 | 253 | -80,79 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 30.975 | 40,23 | 1.545 | 41,39 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 86.036 | 27,96 | 4.297 | 29,23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 40.355 | 2.013 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30.983 | 98,67 | 1.548 | 100,65 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 28.450 | 3,04 | 1.421 | 4,10 | ||||
| 2026-05-06 | 13F | Terril Brothers, Inc. | 10.575 | 528 | ||||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Washington Trust Bank | 39.360 | 31,13 | 1.966 | 32,48 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 15.923 | 795 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 19.626 | 0,00 | 980 | 1,03 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 47 | 2 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 3.038 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 20.335 | 24,33 | 1.016 | 25,62 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 37.916 | 27,61 | 1.894 | 28,86 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 123.573 | 27,59 | 6.172 | 28,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 54.550 | -2,40 | 2.725 | -1,45 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 34.228 | -18,59 | 1.710 | -17,80 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 18.985 | 0,00 | 957 | 1,92 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.455.868 | 6,31 | 222.571 | 7,36 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 4.515 | -30,21 | 225 | -29,69 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 11.803 | -14,48 | 590 | -13,64 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 35.778 | -20,86 | 1.787 | -20,04 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 10.016 | 500 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 3.412 | 0,00 | 170 | 1,19 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 76.175 | 10,79 | 3.805 | 11,88 | ||||
| 2026-01-12 | 13F | Freestate Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.073.953 | 5,33 | 353.344 | 6,37 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 17.415 | 9,56 | 870 | 10,56 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 27.811 | -6,89 | 1.389 | -5,96 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 100.510 | 145,64 | 5.020 | 148,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.329 | -36,93 | 566 | -36,37 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 566.241 | 10,94 | 28.284 | 12,04 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 119 | 0,00 | 6 | 0,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 23.191 | 3,16 | 1.158 | 4,14 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 10.864 | 0,00 | 543 | 0,93 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 73.118 | -4,12 | 3.652 | -3,16 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 38.020 | -28,55 | 1.899 | -27,82 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 117 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 385.647 | 18,36 | 19.074 | 119.112,50 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 19.987 | 261,76 | 1.003 | 267,03 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 11.318 | 14,28 | 565 | 15,31 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 189.272 | 7,52 | 9.454 | 8,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 267 | 0,00 | 13 | 0,00 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 7.942 | 0,00 | 397 | 1,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 13.678 | 7,87 | 683 | 8,93 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 91 | 0,00 | 5 | 25,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.169 | 4,45 | 701 | 2,04 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 620.201 | -8,60 | 30.929 | -7,84 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 7 | 0,00 | 0 | |||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 69.986 | -11,16 | 3.496 | -10,29 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 70.030 | 1,15 | 3.513 | 2,45 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 366.971 | 6,21 | 18.330 | 7,27 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 5.447.681 | -3,51 | 272.112 | -2,55 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 5.350 | 1,50 | 267 | 2,69 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 132 | 7 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 231 | 0,00 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 157.714 | 10,21 | 7.865 | 11,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 34.477 | 2,57 | 1.722 | 3,61 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 331.890 | 101,69 | 16.578 | 103,70 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 134 | 7 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 81.809 | -2,83 | 4.086 | -1,85 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 70.818 | 3,96 | 3.537 | 4,99 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 3 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 154.798 | -23,77 | 7.732 | -23,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 65.905 | -11,50 | 3.292 | -10,64 | ||||
| 2026-02-05 | 13F | New York Life Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 151.299 | 133,80 | 7.483 | 131,17 | ||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 10.950 | 0,00 | 547 | 0,92 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 17.004 | -0,61 | 849 | 0,35 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 8.086 | 0,00 | 404 | 1,00 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 12.961 | 34,37 | 647 | 35,64 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 314 | 214,00 | 16 | 275,00 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.855.031 | 33,62 | 242.509 | 34,94 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 23.343 | 9,53 | 1.166 | 10,63 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 4 | 0 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9.446 | -16,35 | 472 | -15,59 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 93.609 | 13,36 | 4.676 | 14,47 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 4.837 | 242 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 2.041 | 0,00 | 102 | 1,00 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 280 | 0,00 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 5.997 | 0,00 | 300 | 1,01 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 5.837 | -82,64 | 292 | -82,49 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | First Hawaiian Bank | 72.696 | -3,96 | 3.631 | -2,99 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 12.216 | 17,31 | 604 | 14,61 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 5.664 | 0,00 | 283 | 0,71 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4.373 | 218 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 301.326 | 6,37 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Nepc Llc | 65.564 | 0,00 | 3.275 | 0,99 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 805 | -12,50 | 40 | -11,11 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 54.068 | 5,17 | 2.701 | 6,22 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 217.973 | -4,33 | 10.888 | -3,38 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 387.498 | 1,98 | 19.356 | 3,00 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 52.609 | 4,68 | 2.628 | 5,71 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 405.450 | 12,10 | 20 | 17,65 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 145.493 | 7.267 | ||||||
| 2026-04-13 | 13F | Bank of New Hampshire | 45 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 720 | 0,00 | 36 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 178.706 | 186,42 | 8.926 | 189,24 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 53.553 | 5,71 | 2.675 | 6,75 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 10.885 | 1,18 | 544 | 2,07 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 400 | 20 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17.097 | -4,44 | 854 | -3,51 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 48.597 | 0,00 | 2.427 | 1,00 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 69.824 | 4,54 | 3.488 | 5,57 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 4.712 | 0,00 | 236 | 0,86 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 522.141 | 26.081 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 42.755 | 1,47 | 2.136 | 2,45 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 316 | -15,73 | 16 | -16,67 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.897 | -36,87 | 95 | -36,49 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 6.376 | -14,99 | 318 | -14,05 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 9.835 | -82,08 | 496 | -81,76 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 9.236 | -44,09 | 461 | -43,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 19.360 | 0,39 | 967 | 1,47 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 5.989 | -17,56 | 299 | -16,71 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.102.937 | 6,88 | 55.092 | 7,94 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.299 | -15,90 | 364 | -15,15 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 29.909 | 9,36 | 1.494 | 10,43 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 608.256 | 5,00 | 30.382 | 6,04 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 10.860 | 56,48 | 542 | 58,02 | ||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 6.098 | 7,78 | 302 | 5,24 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.179.891 | -1,22 | 58.936 | -0,24 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 4.014 | 200 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 31.555 | 35,02 | 1.536 | 31,20 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 5.206 | -2,53 | 260 | -1,52 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 211.095 | 23,51 | 10.544 | 24,74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 32 | 2 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 18.042 | -0,02 | 901 | 1,01 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 90.257 | -58,00 | 4.508 | -57,58 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 2.324 | 146,19 | 116 | 152,17 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 80.009 | 9,63 | 3.996 | 10,72 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 119 | 0,00 | 6 | 0,00 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 25 | 0,00 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 99.289 | 3,59 | 4.959 | 4,47 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 103.351 | 1,92 | 5.162 | 2,93 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.156 | 233,26 | 158 | 241,30 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.298 | 0,00 | 115 | 0,88 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 25.488 | 1.273 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 231 | 0,00 | 12 | 0,00 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.299 | 315 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 342.077 | 3,54 | 17.087 | 4,57 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 1.820 | 0,00 | 91 | 0,00 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 8.815 | 20,97 | 440 | 22,22 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 84.276 | 41,95 | 4.210 | 43,36 | ||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 12.395 | 0,00 | 619 | 0,98 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 220.228 | 14,55 | 11.000 | 15,69 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 10.673 | 0,00 | 533 | 1,14 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 848 | -80,73 | 42 | -80,65 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 738.954 | 3,61 | 36.911 | 4,64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 35.403 | 2,26 | 1.781 | 3,91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 319.415 | 12,77 | 15.955 | 13,89 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 222.456 | 6,00 | 11.112 | 7,04 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 13.990 | 7,63 | 699 | 8,72 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 6.234 | 0,00 | 311 | 0,97 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 22.140 | 10,15 | 1.106 | 11,17 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 61.493 | 0,66 | 3.072 | 1,66 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 7.221 | 14,09 | 361 | 15,02 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 60.248 | 1,69 | 3.009 | 2,70 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 54 | 3 | ||||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 678 | -10,67 | 34 | -10,81 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.532 | -98,22 | 274 | -98,22 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 26.489 | 192,08 | 1.323 | 195,31 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.100.623 | 3,03 | 104.926 | 4,05 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 15.505 | -1,63 | 774 | -0,64 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 67.191 | 7,04 | 3.356 | 8,12 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8.940 | -7,15 | 447 | -6,30 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 9.614 | 35,98 | 480 | 37,54 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 246 | 0,00 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 45.211 | 2,48 | 2.258 | 3,53 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 22.451 | 14,02 | 1.121 | 15,21 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 216.131 | -8,71 | 10.796 | -7,81 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.321 | 356,89 | 116 | 360,00 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Whelan Financial | 15.793 | -96,36 | 789 | -96,33 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 505.851 | 15,56 | 25.252 | 16,68 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 170 | 0,00 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.478.677 | 0,00 | 73.860 | 0,99 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2026-04-24 | 13F | Greystone Financial Group, LLC | 352.966 | -39,34 | 17.631 | -38,74 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 14.000 | 0,00 | 699 | 1,01 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 17.623 | 314,27 | 880 | 319,05 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.090 | 38,12 | 1.603 | 39,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 76.268 | -47,35 | 3.812 | -46,85 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 15.930 | 796 | ||||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 656.298 | 51,24 | 33 | 52,38 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.518 | -2,61 | 625 | -1,57 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 218.355 | 6,39 | 10.907 | 7,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 15.778 | 23,70 | 788 | 25,08 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12.816 | -3,84 | 640 | -2,88 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 202 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 343.298 | -2,20 | 8.239 | -52,55 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 144 | 0,00 | 7 | 0,00 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 34.614 | 0,00 | 1.729 | 0,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 71.434 | 11,10 | 3.568 | 12,20 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 37.363 | 1.866 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41.395 | 0,11 | 2.068 | 1,08 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 12.494 | 37,60 | 624 | 38,98 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 81.999 | 0,35 | 4.096 | 1,34 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 11.077 | 0,00 | 553 | 1,10 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 178.818 | -0,48 | 8.932 | 0,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 91.840 | 32,79 | 4.574 | 33,71 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 19.279 | -0,01 | 963 | 0,94 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 48.895 | 7,45 | 2.442 | 8,53 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 423.463 | 6,31 | 21.152 | 7,36 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 27 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 149 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.822 | 2,54 | 288 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 202.877 | 4,12 | 10.134 | 5,15 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6.726 | 336 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4.464 | -2,72 | 223 | -1,77 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 500.168 | 24.983 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4.010 | 200 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 38.618 | 624,13 | 1.929 | 633,08 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 11.648 | -0,01 | 582 | 0,87 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 6.917 | -20,79 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 88.434 | -1,18 | 4.417 | -0,20 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 27.967 | 11,10 | 1.397 | 12,13 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | AXS Investments LLC | 48.191 | 53,15 | 2.407 | 54,69 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.797 | 0,00 | 240 | 0,84 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 108 | -93,96 | 5 | -94,32 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 53.786 | 0,61 | 2.687 | 1,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 232.271 | -0,65 | 11.602 | 0,34 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 109.246 | 76,76 | 5.457 | 78,53 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.088 | 17,34 | 704 | 18,55 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 51.324 | 3,11 | 2.564 | 4,10 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 67.550 | 3,52 | 3.374 | 4,56 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 6.207 | -34,38 | 310 | -33,62 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 132.822 | 6.634 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.665 | -28,94 | 283 | -28,43 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 5.292 | -3,29 | 262 | -5,78 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 500 | 0,00 | 25 | 0,00 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3.000 | 150 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 209.421 | 3,23 | 10.461 | 4,25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20.727 | 23,01 | 1.035 | 24,25 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 100.358 | -50,44 | 858 | -91,43 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 8.182 | -0,84 | 409 | 0,00 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 130.880 | 6.537 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 32.963 | -1,13 | 1.647 | -0,18 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 176.195 | -2,99 | 8.801 | -2,04 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 152.291 | 7.607 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 365.519 | 7,71 | 18.258 | 8,77 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 172.373 | 3.881,82 | 8.610 | 3.923,36 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 24.285 | -36,26 | 1.213 | -35,62 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 58.653 | 14,23 | 2.930 | 15,36 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 8.885 | 0,00 | 444 | 0,68 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 116.949 | -78,90 | 5.840 | -78,70 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 152.291 | 13,72 | 7.607 | 14,84 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 4.407 | 0,00 | 220 | 1,38 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 218.070 | 11,24 | 10.893 | 12,35 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 58.725 | 3,07 | 2.933 | 4,12 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 8.921 | -18,09 | 446 | -17,29 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 52.425 | 3,97 | 2.619 | 4,97 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 506.084 | 0,71 | 25.279 | 1,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 73.527 | 124,83 | 3.673 | 127,09 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 4.370 | 0,00 | 218 | 0,93 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 127.656 | 4,81 | 6.376 | 5,84 | ||||
| 2026-05-08 | 13F | Denali Advisors Llc | 7.963 | -58,31 | 398 | -57,94 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 3.198 | 23,81 | 160 | 25,20 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 261.610 | -11,36 | 13.067 | -10,48 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 43.714 | 0,58 | 2.184 | 1,58 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 173.006 | -10,03 | 8.642 | -9,14 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 81.863 | -16,38 | 4.089 | -15,55 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 3.552 | -31,76 | 177 | -31,13 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 130.911 | 5.581,90 | 6.539 | 5.686,73 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 150.779 | 18,38 | 7.531 | 19,56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 166.479 | 3,29 | 8.316 | 4,30 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.524 | 0,00 | 76 | 1,33 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2.371 | 0,00 | 118 | 0,85 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 | 0 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7.644 | 1,66 | 382 | 2,70 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 39.103 | -1,62 | 1.953 | -0,61 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16.639 | 44,16 | 831 | 45,79 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 6.639 | -1,15 | 332 | -0,30 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11.976 | 0,00 | 598 | 1,01 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 14.948 | 2,82 | 747 | 3,76 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.295 | -26,46 | 215 | -25,69 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 15.250 | 0,00 | 762 | 0,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 10.513 | 10,73 | 525 | 11,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 892.213 | -97,04 | 44.557 | -97,01 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 27 | 1 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 5.637 | 8,11 | 282 | 9,34 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 67.065 | -5,32 | 3.350 | -4,40 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 15.507 | 83,49 | 775 | 85,61 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 41.401 | 228,01 | 2.068 | 231,41 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7.496 | -23,67 | 374 | -22,89 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 4.019 | -25,55 | 201 | -24,81 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 17.390 | 1,16 | 869 | 2,12 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 5.474 | -4,88 | 273 | -3,87 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 27.688 | -3,09 | 1.381 | -2,34 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Avion Wealth | 12.365 | -22,03 | 1 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 267 | -49,91 | 13 | -50,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 711.469 | -10,34 | 35.538 | -9,46 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 19.809 | 16,64 | 989 | 17,76 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.612 | 0,00 | 81 | 1,27 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 255.610 | 7,62 | 12.764 | 8,49 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 21.981 | 12,33 | 1.098 | 13,44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3.915 | 0,00 | 196 | 1,04 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 13.539 | 676 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.847.124 | 4,42 | 142.214 | 5,45 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 2.100 | 105 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 3 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4.180.880 | 279,69 | 208.834 | 283,46 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.277 | 64 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2.425.416 | 16,20 | 121.150 | 17,35 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 4.887 | -23,77 | 244 | -23,03 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 93.042 | -0,21 | 4.647 | 0,78 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 294.968 | 1,48 | 14.734 | 2,48 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 44.437 | -4,77 | 2.220 | -3,81 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 5.585 | -0,83 | 279 | -0,71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 8.907 | 79,47 | 445 | 81,22 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 197.600 | 6,76 | 9.870 | 7,82 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 31.049 | 268,32 | 1.557 | 274,28 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 178.403 | 9,17 | 8.911 | 10,26 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 208.699 | -0,34 | 10.425 | 0,65 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 783.398 | 10,34 | 39.131 | 11,44 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 235.108 | 2,23 | 11.744 | 3,24 | ||||
| 2026-01-21 | 13F | Access Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 27.220 | 430,81 | 1.360 | 437,15 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 5.255 | -0,23 | 262 | 0,77 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 7.311 | -9,49 | 365 | -8,52 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 43.138 | 2.155 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 33.680 | -49,73 | 1.682 | -49,23 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.668 | -65,45 | 333 | -65,09 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 119.289 | 2,11 | 5.959 | 3,13 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 705.949 | 26,60 | 35.262 | 27,86 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.581 | 24,40 | 479 | 25,79 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 9.406 | 0,00 | 465 | 0,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 17.353 | -12,36 | 858 | -14,37 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 22.548 | 17,64 | 1.126 | 18,78 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 48.119 | 4,96 | 2.404 | 6,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 2.867 | 360,19 | 143 | 376,67 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 44.190 | 2,22 | 2.207 | 3,23 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 18.304 | -73,71 | 918 | -73,36 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.678.894 | 12,66 | 583.361 | 13,77 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 5.483 | 660,47 | 274 | 680,00 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 72.036 | -3,90 | 3.598 | -2,94 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 71.193 | -64,56 | 3.556 | -64,21 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 66.349 | 1,62 | 3.314 | 2,63 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 35.802 | 13,42 | 1.788 | 14,54 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 17.554 | -37,49 | 884 | -36,31 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 23.295 | 6,87 | 1.164 | 7,88 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 19.345 | 10,37 | 966 | 11,55 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 89.742 | 6,95 | 4.483 | 8,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 67.920 | -4,31 | 3.393 | 112.966,67 | ||||
| 2026-04-13 | 13F | Trust Co | 197.088 | 1,41 | 9.845 | 2,41 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 238.754 | 9,71 | 11.926 | 10,80 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 45.132 | 16,13 | 2.254 | 17,27 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 28.868 | 642,11 | 1.428 | 628,06 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 519 | 62,70 | 26 | 66,67 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 169.428 | -11,36 | 8.463 | -10,48 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 187.643 | 2,22 | 9.373 | 3,23 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.471.015 | 1,27 | 73.477 | 2,27 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 340.621 | -4,83 | 17.014 | -3,88 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 16.207 | 22,33 | 810 | 22,21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.243 | -4,38 | 1.211 | -3,43 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 200.799 | 10.030 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 95.100 | 19,10 | 4.750 | 20,28 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.890.809 | 5,10 | 244.296 | 6,14 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 18.287 | -2,42 | 913 | -1,40 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 366.902 | 6,70 | 18.327 | 7,76 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 121.270 | 3,77 | 6.057 | 4,79 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 23.068 | 14,95 | 1.152 | 16,13 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32.627 | 152,47 | 1.630 | 154,93 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 7.681 | -10,34 | 384 | -9,46 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 567 | 0,00 | 28 | 0,00 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 66.773 | 19,26 | 3.335 | 20,44 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6.126 | 10,70 | 306 | 11,72 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Family CFO Inc | 156.099 | -1,16 | 7.797 | -0,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 340.246 | 1,01 | 16.995 | 2,02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8.584 | 48,69 | 429 | 50,18 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 22.092 | -1,58 | 1.103 | -0,63 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 96 | -99,86 | 5 | -99,88 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 21.275 | 4,16 | 1.063 | 5,15 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 181.791 | 2,32 | 9.080 | 3,33 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 404 | -31,99 | 20 | -31,03 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 395.601 | -7,01 | 19.760 | -6,09 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 11 | -8,33 | 1 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 269.145 | 9,54 | 13.444 | 10,53 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 39.174 | 40,48 | 1.957 | 41,84 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 11.899 | 113,28 | 594 | 116,00 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 151.881 | 5,66 | 7.586 | 6,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 54.539 | -1,09 | 2.724 | -0,11 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10.974 | 548 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.668 | 38,72 | 633 | 40,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 43.688 | 1,04 | 2.182 | 2,06 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 4.219 | -30,60 | 211 | -30,00 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 20.901 | 10,25 | 1 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 289.862 | 14.479 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.461 | 273 | ||||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 46.212 | -2,91 | 2.308 | -1,95 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 244 | 0 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.118 | -51,60 | 455 | -51,13 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 98.561 | 9,85 | 4.923 | 10,95 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 5.355 | 0,90 | 267 | 1,91 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 116.592 | 6,93 | 5.824 | 7,99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 138.082 | 1.151,88 | 6.897 | 1.165,50 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 1.709.627 | 3,25 | 85.396 | 4,27 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 176.381 | -1,63 | 8.810 | -0,65 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 128.278 | 66,03 | 6.407 | 67,68 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 127.408 | 19,46 | 6.364 | 20,64 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 6.825 | -12,78 | 341 | -12,14 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 58.810 | -2,00 | 2.938 | -1,18 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 21.385 | 0,00 | 1.068 | 1,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 11.200 | 559 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.555 | 21,49 | 427 | 22,70 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 188.484 | 1,31 | 9.415 | 2,31 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 799.165 | -16,58 | 39.918 | -15,76 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 630 | -51,58 | 31 | -51,56 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 304.638 | -23,17 | 15.217 | -22,41 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 214.673 | 5,71 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 35.793 | -1,37 | 1.788 | -0,39 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 55.766 | 109,47 | 2.785 | 111,63 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 24 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 6.864 | -1,49 | 339 | -3,69 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 6.510 | 0,00 | 322 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 384.241 | 167,94 | 19.193 | 170,61 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Prostatis Group LLC | 14.573 | -11,51 | 728 | -10,69 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 15.426 | 30,98 | 771 | 32,30 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.826.114 | 18,92 | 291.014 | 20,10 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 21.341 | 18,38 | 1.066 | 19,53 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 47.656 | -2,21 | 2.380 | -1,24 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 348.731 | 8,58 | 17.419 | 9,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 313.504 | 27,21 | 16 | 25,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 41.836 | -4,03 | 2.090 | -3,11 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 13.731 | -32,96 | 686 | -32,38 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 157.042 | 0,16 | 7.844 | 1,16 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 703 | 0,00 | 35 | 2,94 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 720 | 31,68 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 227.808 | 11.379 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 710 | 35 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 23.630 | -0,52 | 1.180 | 0,51 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 33.178 | 16,80 | 1.657 | 18,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 46.719 | 16,95 | 2.334 | 15,38 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 9.897 | -5,90 | 494 | -5,00 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 61.721 | 1,85 | 3.053 | -0,52 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 64.581 | 4,74 | 3.226 | 5,77 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 67.391 | 13,36 | 3.366 | 14,49 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 64 | 0,00 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 20.314 | -28,74 | 1.015 | -28,09 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 608 | 0,00 | 30 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 27.235 | 12,27 | 1.360 | 13,43 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 161.104 | 1,57 | 8.047 | 2,57 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 20.533 | 1.026 | ||||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 30.600 | -36,38 | 1.528 | -35,77 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 4.513 | 0,00 | 225 | 0,90 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 501.985 | 3,39 | 25.074 | 4,41 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 542.851 | -12,86 | 27.116 | -12,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 706.033 | 9,53 | 35.266 | 10,62 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.319 | 2,54 | 216 | 3,37 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 45.810 | 4,96 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 21.155 | 0,00 | 1.057 | 0,96 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 7.344 | -2,41 | 367 | -1,61 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1.090.267 | 4,71 | 54.459 | 5,75 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 497.026 | 21,10 | 24.826 | 22,31 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 43.871 | -7,76 | 2.191 | -6,85 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 28.816 | -1,74 | 1.439 | -0,76 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.400 | 0,00 | 170 | 0,60 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 169.803 | 28,72 | 8.482 | 30,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 512.651 | 4,70 | 25.593 | 5,68 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 774.292 | 39 | ||||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 147.848 | 178,64 | 7.385 | 181,44 | ||||
| 2026-05-11 | 13F | Commerce Bank | 24.434 | 1.220 | ||||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.481 | 6,28 | 324 | 7,31 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.621 | 9,99 | 630 | 11,11 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 38.266 | 4,53 | 1.911 | 5,58 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 4.304 | 215 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 6.535 | -75,15 | 326 | -74,92 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 3.012 | -27,37 | 150 | -26,83 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 656.176 | -0,12 | 32.724 | 0,70 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 45.386 | 10,09 | 2.267 | 11,18 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 16.654 | -0,22 | 832 | 0,73 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 15.240 | -7,30 | 772 | -6,66 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 25.159 | -27,91 | 1.257 | -27,23 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 124.129 | 3,42 | 6.200 | 4,45 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 750.511 | 10,29 | 37.488 | 11,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.090 | -1,97 | 0 | |||||
| 2026-05-15 | 13F | Headinvest, Llc | 45.216 | -0,76 | 2.259 | 0,22 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.773 | 838 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 360 | -59,82 | 18 | -62,22 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 4.295 | 2,92 | 215 | 3,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.237 | 1,04 | 506 | -1,36 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 55.216 | -0,08 | 2.758 | 0,91 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 284.482 | 2,53 | 14.267 | 3,81 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 670 | -50,26 | 33 | -50,00 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 26 | -52,73 | 1 | -50,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44.020 | -79,01 | 2.199 | -78,80 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 15.829 | -0,20 | 791 | 0,77 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.618 | -45,91 | 231 | -45,50 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 91.184 | -6,00 | 4.555 | -5,07 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9.816 | 490 | ||||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.138 | 207 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 382.363 | 47,00 | 19.099 | 48,47 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 5.081 | -7,77 | 255 | -6,62 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 177.961 | 0,10 | 8.889 | 1,09 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 32.450 | -5,61 | 1.621 | -4,71 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 432.060 | 6,51 | 21.581 | 7,57 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 191.038 | 697,39 | 9.542 | 705,91 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 38.165 | -18,53 | 1.906 | -17,70 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 2 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 102.340 | 1,59 | 5.112 | 2,59 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 161.880 | 5,54 | 8.086 | 6,58 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 726 | 0,00 | 36 | 2,86 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 4.705 | 0,00 | 235 | 1,29 | ||||
| 2026-05-01 | 13F | American Trust | 4.704 | -51,57 | 235 | -51,25 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.047 | 12,76 | 252 | 14,03 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 122.722 | -3,35 | 6.130 | -2,40 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 14.804 | -42,75 | 739 | -42,18 | ||||
| 2026-05-15 | 13F | EFG International AG | 220 | 11 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 188.006 | 79,83 | 9.391 | 81,62 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 308.937 | -0,10 | 15.431 | 0,90 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 43.513 | 9,20 | 2.173 | 10,30 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 51.275 | 2.561 | ||||||
| 2026-05-12 | 13F | Ames National Corp | 96.244 | 6,27 | 4.807 | 7,32 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 396.348 | 19,23 | 19.798 | 20,41 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 28.164 | 9,57 | 1.407 | 10,62 | ||||
| 2026-02-12 | 13F | Virtue Capital Management, LLC | 25.173 | 271,56 | 4.056 | 795,14 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 5.293 | 3,95 | 263 | 4,78 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 17 | 1 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18.872 | 1 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 10.022 | 501 | ||||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2.481 | 1.659,57 | 124 | 1.950,00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.145 | -3,10 | 557 | -2,11 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 29.494 | -1,63 | 1.473 | -0,61 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12.064 | 603 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 1.852.424 | 1,70 | 92.529 | 2,71 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 22.184 | -23,77 | 1.108 | -23,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 42.483 | 105,27 | 2.122 | 107,43 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 12.219 | 610 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 1.623 | -0,06 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 437 | -27,29 | 22 | -27,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 245.265 | -43,09 | 12.251 | -42,52 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 1.000 | 0,00 | 50 | 0,00 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 1.561 | 0,00 | 78 | 0,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34.006 | 5,22 | 1.698 | 6,26 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 39.758 | -1,92 | 1.986 | -0,95 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 175.370 | 8,01 | 8.760 | 9,08 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 28.517 | 0,19 | 1.424 | 1,21 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 1.310 | -10,88 | 65 | -9,72 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.864 | 143 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17.818 | -6,38 | 890 | -5,42 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 380 | 19 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 90.145 | 50,64 | 4.503 | 52,15 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 21.602 | -7,69 | 1.079 | -6,74 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.092.047 | 20,51 | 54.548 | 21,70 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 52.306 | 4,96 | 2.613 | 6,01 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 163.526 | -3,95 | 8.168 | -2,99 | ||||
| 2026-01-29 | 13F | Roth Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Palladiem, Llc | 62.615 | -3,35 | 3.132 | -2,28 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 21.505 | -66,45 | 1.074 | -66,12 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.955 | -3,67 | 397 | -2,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 587 | 29 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 35.353 | -4,02 | 1.766 | -3,08 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 225 | 22.400,00 | 11 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 71.201 | 33,24 | 3.522 | 30,17 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 238.449 | 29,96 | 11.911 | 31,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.076 | -25,25 | 154 | -24,63 | ||||
| 2026-04-21 | 13F | Creekside Partners | 8.152 | 0,00 | 407 | 0,99 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 542 | 64,74 | 27 | 68,75 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 27.672 | 118,03 | 1.382 | 120,41 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Caldwell Trust Co | 10.620 | -4,50 | 530 | -3,46 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 282.834 | 5,24 | 14.128 | 6,28 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.187 | 880,99 | 60 | 1.080,00 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 37.900 | 24,67 | 1.893 | 25,95 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 305.716 | 10,84 | 15.271 | 11,94 | ||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 5.700 | -9,52 | 285 | |||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 158.199 | 12,18 | 7.902 | 13,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.404 | 129,16 | 520 | 131,70 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 242.590 | 11.999 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.306 | 0,96 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 416.335 | 0,81 | 20.796 | 1,81 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Emprise Bank | 348.233 | -1,16 | 17.394 | -0,18 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 25.023 | 41,75 | 1.250 | 43,07 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 203.294 | 3,33 | 10.155 | 4,26 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Bokf, Na | 14.000 | 55,56 | 699 | 57,08 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 54 | -97,02 | 3 | -97,75 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.719 | 3,74 | 236 | 4,91 |
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