Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core S&P Total U.S. Stock Market ETF eröffnet haben, gehören Tulsa Wealth Advisors, INC, Nearwater Capital Markets, Ltd, Wright Fund Managment, LLC, E-Wealth Partners, LLC, Centerline Wealth Advisors, LLC, Vanguard Advisers Inc, Tiaa-cref Individual & Institutional Services, Llc, Diversify Wealth Management, Llc, Owl Creek Wealth Partners LLC, Altiora Financial Group, LLC, Oak Barrel Wealth Advisory LLC, Heirloom Wealth Management, NorthCrest Asset Manangement, LLC, M3 Wealth Management, LLC, Calamos Advisors LLC, Retiremitten Financial Llc, Bluestem Financial Advisors, Llc, Aire Advisors, Llc, Leading Edge Financial Planning LLC, und Action Point Financial Planning, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 331.762 | 96,38 | 47.253 | 88,11 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 44.918 | 4,85 | 6.398 | 0,44 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 10.828 | 0,23 | 1.542 | -3,99 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 975 | 280 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 31.070 | 23,02 | 4.425 | 17,81 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 322.440 | 46.254 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 23.604 | 3.673 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.774 | 395 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.752.924 | 12,90 | 242.447 | 5,02 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.649 | 2,82 | 1.944 | -1,47 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 2.081 | 0,34 | 310 | 0,00 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 3.156 | 6,95 | 449 | 2,51 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 8.784 | 0,19 | 1.251 | -3,99 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.060 | 0,09 | 151 | -4,46 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 5.769 | 822 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.809 | 1,74 | 400 | -2,44 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 345 | 25,91 | 49 | 22,50 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 658 | 98 | ||||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 1.908 | 272 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 64.729 | 3,94 | 9.219 | -0,43 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 55.616 | 5,22 | 7.921 | 0,79 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 1.874 | 0,21 | 267 | -4,32 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 21.768 | 0,39 | 3.100 | -3,85 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 900 | 25,52 | 128 | 20,75 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 5.246 | 50,70 | 747 | 44,49 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 12.851 | 48,50 | 1.830 | 42,30 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 9.198 | 0,34 | 1.310 | -3,89 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 15.083 | 182,98 | 2.148 | 171,21 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 301 | 43 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.726 | 2,86 | 248 | -2,76 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 5.406 | 36,45 | 770 | 30,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 5.191 | 5,25 | 739 | 0,82 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 15.445 | 390,94 | 2.200 | 370,88 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 2.904 | 31,64 | 414 | 26,22 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.361 | 0,81 | 336 | -3,45 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 3.102 | 442 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2.358 | 336 | ||||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 11.608 | 45,15 | 1.653 | 39,02 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1 | 0 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.616.418 | 4,44 | 230.226 | 0,04 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 23.836 | 0,01 | 3.395 | -4,21 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 29.410 | 14,98 | 4.189 | 10,12 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 125.569 | 11,62 | 17.885 | 6,92 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 133.064 | 6,42 | 18.952 | 1,94 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.252 | 178 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 205 | 29 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4.666 | 1,61 | 665 | -2,64 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 10.475 | 1.492 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 193 | 27 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 223 | 21,20 | 35 | 25,00 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 11.160 | 1.590 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 69.753 | 27,85 | 9.935 | 22,46 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 834 | 0,12 | 119 | -4,07 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 55.978 | 2,04 | 7.973 | -2,26 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 4.209 | 1,28 | 599 | -2,92 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 2.290 | 0,22 | 326 | -3,83 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 4.046 | 576 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.618.420 | 3,13 | 942.662 | -1,21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 25.148 | 3.582 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 153.842 | 3,50 | 21.912 | -0,86 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 6.363 | 0,89 | 906 | -3,31 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.954 | 12,92 | 421 | 8,25 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2.210 | 0,59 | 315 | -3,68 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 9.192 | 1.367 | ||||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 454.946 | 1.073,63 | 64.798 | 1.024,38 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 11.340 | 1.615 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 13.968 | 0,28 | 1.989 | -3,96 | ||||
| 2026-01-29 | 13F | Comerica Bank | 141.578 | 2,66 | 21.051 | 4,81 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 87.166 | 412,56 | 12.415 | 391,10 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.683.425 | 12,48 | 239.771 | 7,75 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 102.314 | 0,18 | 15 | -6,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 42.998 | 620,36 | 6.124 | 590,42 | ||||
| 2026-04-23 | 13F | American National Bank | 4.812 | 14,63 | 685 | 9,78 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 1.559 | 222 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1.697 | 252 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.897 | 0,80 | 270 | -3,23 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 2.015 | 300 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 43.108 | 92,90 | 6.140 | 84,80 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 10.967 | 4,56 | 1.562 | 0,19 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 232.201 | 7,81 | 33.072 | 3,27 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 34.065 | 17,13 | 4.852 | 12,21 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.744 | 0,24 | 533 | -3,96 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 126.526 | 0,59 | 18.021 | -3,64 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 1.985 | 2,48 | 283 | -2,08 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 47.592 | 1,69 | 7 | 0,00 | ||||
| 2026-05-11 | 13F | Cigna Investments Inc /new | 209.887 | 3,69 | 30 | -3,33 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1.353 | 201 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2.354 | 27,31 | 335 | 19,64 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 79.917.650 | 13,02 | 11.382.671 | 8,26 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 404 | 56 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 14.551 | 0,41 | 2.072 | -3,81 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 38.628 | 0,52 | 5.502 | -3,71 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2.956 | 469 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 19.811 | 5,98 | 2.822 | 140.950,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19.651 | 52,89 | 2.799 | 46,42 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 12.923 | 1.922 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 60.471 | 4,91 | 8.613 | 0,49 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 24.657 | 12,40 | 3.512 | 7,70 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 25.914 | 7,04 | 3.691 | 2,53 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 8.612 | 1,22 | 1.227 | -3,01 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 104.901 | 7,51 | 14.941 | 1,29 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 4.493 | 0,09 | 640 | -4,20 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 5.762 | 42,06 | 821 | 35,99 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.806 | 7,34 | 1.112 | 2,78 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | Call | 1.000 | 142 | |||||
| 2026-04-20 | 13F | Davidson Trust Co | 2.593 | 369 | ||||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 1.954 | 43,57 | 278 | 37,62 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 990.403 | 34,36 | 137.650 | 25,59 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 577.496 | 6,79 | 82.253 | 2,29 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 591 | 7,07 | ||||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 7.565 | 30,84 | 1.078 | 25,38 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1.717 | 0,06 | 245 | -4,31 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 2.642 | 58,58 | 376 | 52,23 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1.482 | 2,56 | 211 | -1,40 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.908 | 8,22 | 557 | 3,73 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 99.776 | 1,72 | 14.211 | -2,56 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1.886 | 35,88 | 280 | 38,61 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 9.886 | 0,36 | 1.408 | -3,83 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 532.581 | 13,22 | 76.078 | 8,77 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 5.641 | 15,90 | 803 | 11,07 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.863 | 157,68 | 265 | 147,66 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 32.544 | 897,36 | 4.635 | 875,79 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 1.755 | 0,11 | 250 | -4,23 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 20.513 | 7,88 | 2.922 | 3,33 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 2.256 | 0,09 | 321 | -4,18 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1.438 | 205 | ||||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 14.443 | 38,33 | 2.057 | 32,54 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 17.144 | 43,68 | 2.442 | 37,60 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 1.740 | 265 | ||||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 3.682 | 0,22 | 524 | -4,03 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 14.085 | 0,23 | 2.006 | -3,97 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 9.139 | 0,91 | 1.302 | -3,34 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 17.447 | 14,14 | 2.485 | 9,33 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2.040 | 0,79 | 291 | -3,33 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 288.878 | 0,14 | 41.145 | -4,08 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 15.793 | 360,17 | 2.249 | 340,98 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.249 | 6,28 | 463 | 1,76 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 111.291 | 1,73 | 15.851 | -2,56 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 415 | 0,24 | 59 | -3,28 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 1.977 | 5,67 | 282 | 1,08 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 21.919 | 2,66 | 3.145 | -0,91 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.463 | 0,49 | 351 | -3,85 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 1.493 | 0,20 | 213 | -4,07 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 1.847 | 263 | ||||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 220.249 | 5,65 | 31.370 | 1,21 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 218.187 | 1,86 | 31.076 | -2,42 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 41.648 | 6,15 | 5.932 | 1,68 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 165.930 | 5,95 | 23.633 | 1,49 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 10.506 | 3,55 | 1.496 | -0,80 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 1.908 | 3,19 | 272 | -1,09 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 21.133 | 8,25 | 3.010 | 3,72 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 215.665 | 18,49 | 30.717 | 13,50 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 99.903 | 2,15 | 14.229 | -2,15 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.529 | 8,63 | 360 | 4,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 74.447 | 0,15 | 10.604 | -4,07 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 488 | 85,55 | 73 | 89,47 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 1.108.000 | 82,24 | 157.812 | 74,57 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 2.590 | 5,71 | 369 | 1,10 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 14.343 | 203,88 | 2.042 | 191,30 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 958 | -16,04 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 183 | 83,00 | 26 | 85,71 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.672 | 0,18 | 238 | -4,03 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 284.249 | 0,38 | 40.486 | -3,84 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 443.636 | 1,56 | 63.187 | -2,71 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 2.724 | 15,03 | 388 | 9,94 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 15 | 2 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 51.769 | 16,01 | 7.373 | 11,12 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 4.708 | 0,02 | 670 | -4,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 239.320 | 2,70 | 34.086 | -1,62 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 162 | 26 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 394.861 | 56.240 | ||||||
| 2026-05-06 | 13F | Eq Llc | 3.932 | 3,83 | 560 | -0,53 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.587 | 42,72 | 226 | 36,97 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 159.673 | 1,05 | 22.742 | -3,20 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.107.276 | 10,96 | 157.709 | 6,29 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 11.219 | 3,68 | 1.598 | -0,75 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 75.434 | 17,09 | 10.744 | 12,17 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 17.909 | 2.551 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 10.650.612 | 6,78 | 1.583.639 | 6,78 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 12.427 | 0,35 | 1.770 | -3,91 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.519.015 | 0,85 | 216.290 | -3,43 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 44.625 | 57,96 | 6.356 | 51,31 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 537 | 1,90 | 77 | -2,56 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 3.153 | 54,71 | 449 | 48,18 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 130.604 | 1,49 | 18.602 | -2,79 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.612 | 0,19 | 230 | -4,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 16.351 | 2,90 | 2.329 | -1,44 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 26.361 | 14,15 | 3.755 | 9,35 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20.731 | 1,48 | 2.953 | -2,80 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 185.224 | 6,95 | 26.381 | 2,45 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 226.003 | 3,19 | 32.190 | -1,16 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 15.553 | 0,96 | 2.215 | -3,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 786.111 | 24,27 | 111.966 | 16,37 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.219 | 0,23 | 316 | -3,95 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1.561 | 0,26 | 222 | -3,90 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 332 | 18,15 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 57.884 | 1,81 | 8.244 | -2,47 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 3.480 | 0,23 | 496 | -4,07 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 2.234 | 0,04 | 318 | -3,93 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 3.336 | 0,09 | 475 | -4,04 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 4.564 | 650 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 4.850 | 48,32 | 691 | 55,76 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 306.121 | 43.587 | ||||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 4.363 | 0,07 | 621 | -4,17 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 7.807 | 1.112 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.054.680 | 42,62 | 150.219 | 36,61 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 2.447 | 1,07 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.773 | 395 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 345.197 | 41,66 | 49.166 | 35,70 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 306.121 | 15,75 | 43.587 | 10,84 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.415.954 | 7,39 | 770.865 | 2,80 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6.633 | 15,38 | 945 | 10,54 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.525 | 217 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 6.541 | 4,96 | 932 | 0,54 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 9.406 | 3,90 | 1.340 | -0,52 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 976 | 0,21 | 139 | -3,47 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.134 | 304 | ||||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 5.807 | 4,33 | 827 | 0,00 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 2.483 | 0,24 | 354 | -4,08 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3.435 | 28,84 | 489 | 23,48 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 28.892 | 4,29 | 4.115 | -0,10 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 29.024 | 2,02 | 4.134 | -2,29 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 2.229 | 54,58 | 317 | 48,13 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4.004 | 1,26 | 570 | -2,90 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 17.621 | 2.510 | ||||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 44 | 2,33 | 6 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.098 | 110,22 | 299 | 101,35 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 6.000 | 213,81 | 855 | 200,70 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 76.056 | 2,96 | 10.833 | -1,38 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 11.556 | 43,93 | 1.658 | 38,89 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 35.000 | 41,13 | 4.985 | 35,20 | |||
| 2026-02-13 | 13F | Colony Group, LLC | 6.150.404 | 22,74 | 914.502 | 25,31 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 33.900 | 123,03 | 4.828 | 113,63 | |||
| 2026-04-21 | 13F | Financial Architects, LLC | 18.355 | 20,12 | 2.614 | 15,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.020 | 0,80 | 288 | -3,37 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 169.014 | 4,31 | 24.073 | -0,08 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 1.709 | 21,38 | 246 | 16,67 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 88.889 | 5,16 | 12.660 | 0,73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 514.613 | 20,96 | 73.296 | 15,87 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 2.298 | 3,14 | 327 | -1,21 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 35.849 | 0,08 | 5.106 | -4,11 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 831.680 | 0,65 | 118.456 | -3,59 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 19.502 | 3,17 | 2.778 | -1,17 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 2.409 | 343 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16.553 | 669,19 | 2.358 | 638,87 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 7.368 | 10,51 | 1.049 | 5,85 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 11.099 | 4,31 | 1.581 | -0,13 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 4.962 | 11,53 | 707 | 6,81 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 731.384 | 101,55 | 104.171 | 93,07 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 7.539 | 0,45 | 1.074 | -3,77 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 14 | 2 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 355 | 886,11 | 51 | 900,00 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 227.909 | 5,33 | 32.461 | 0,90 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7.289 | 7,11 | 1.038 | 2,67 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 16.775 | 0,20 | 2.389 | -4,02 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 214.689 | 0,23 | 30.578 | -3,99 | ||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 49.147 | 1,19 | 7.000 | -3,07 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1.539 | 219 | ||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 17.902 | 0,01 | 2.550 | -4,21 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 4.042.349 | 11,11 | 575.751 | 6,36 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.836 | 3,42 | 689 | -1,01 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 52.132 | 20,08 | 8.111 | 25,65 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 200.636 | 10,15 | 28.577 | 5,52 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 29.620 | 2,83 | 4.222 | -1,45 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 2.422 | 0,21 | 348 | -3,60 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 5.641 | 31,86 | 803 | 26,26 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 76.851 | 2,14 | 10.946 | -2,16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.151.630 | 2,12 | 164.026 | -2,18 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 2.316 | 7,92 | 360 | 10,77 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 56.510 | 0,70 | 8.049 | -3,54 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 24.859 | 55,99 | 3.541 | 49,43 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 1.861 | 0,16 | 265 | -3,99 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 7.323 | 16,00 | 1.043 | 11,19 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 1.563 | 223 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11.878 | 14,18 | 1.692 | 9,38 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.624 | 18,54 | 231 | 13,79 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 307.968 | 14,28 | 46.830 | 18,76 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 62.323 | 4,60 | 8.877 | 0,19 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 37.414 | 5,66 | 5.329 | 0,40 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 102.589 | 30,51 | 14.612 | 25,02 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1.675 | 0,60 | 239 | -3,64 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 51.355 | 0,51 | 7.315 | -5,86 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 707 | 0,14 | 101 | -4,76 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 10.110 | 0,01 | 1.440 | -4,26 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 15.076 | 178,10 | 2.147 | 166,71 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 8.463 | 285,56 | 1.205 | 269,63 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 68.229 | 1,81 | 9.718 | -2,48 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 21.405 | 3.049 | ||||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 39.125 | 1,35 | 5.573 | -3,70 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 2.247 | 320 | ||||||
| 2026-04-07 | 13F | Myecfo, Llc | 2.030 | 289 | ||||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 2.900 | 1,61 | 413 | -2,59 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 16.298 | 2,53 | 2.338 | -1,10 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 4.060 | 578 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 35.067 | 1,50 | 4.994 | -2,78 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 225 | 0,45 | 32 | -3,03 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 76.549 | 9,13 | 10.903 | 4,54 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 772.851 | 21,39 | 110.077 | 16,28 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 7.483 | 1.066 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 119.780 | 19,03 | 17.060 | 14,01 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 227 | 32 | ||||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 18.346 | 7,73 | 2.613 | 3,20 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 4.110 | 4,71 | 585 | 0,34 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 484.522 | 3,90 | 69.010 | -0,47 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 17.340 | 68,97 | 2.470 | 61,90 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 18.929 | 1,93 | 2.696 | -2,35 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 9.672 | 0,01 | 1.378 | -4,18 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 4.044 | 576 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 25 | 4 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.091 | 6,51 | 460 | 8,77 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 21.976 | 6,53 | 3.130 | 2,05 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 481 | 6,89 | 69 | 3,03 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 80.606 | 1,50 | 11.481 | -2,78 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.579 | 0,25 | 510 | -3,96 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 2.171 | 0,05 | 309 | -4,04 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 29.513 | 34,13 | 4.204 | 28,49 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 2.086 | 7,69 | 297 | 3,48 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 5.722 | 3,79 | 815 | -0,49 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 10.529 | 0,16 | 1.500 | -4,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 431.442 | 6,72 | 59.673 | -0,73 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.636 | 4,04 | 803 | -0,37 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 1.459 | 1,39 | 208 | -2,82 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3.468 | 0,35 | 494 | -3,90 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 68.023 | 15,13 | 9.689 | 10,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 3.051 | 0,20 | 435 | -3,98 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5.351 | 0,66 | 761 | -5,82 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.609 | 2,31 | 372 | -2,11 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 2.372 | 338 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.474 | 124,07 | 780 | 114,60 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 1.580.910 | 6,22 | 225 | 1,81 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 19.464 | 14,31 | 2.772 | 9,52 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 803.434 | 0,30 | 114.433 | -3,92 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 18.333 | 2,20 | 2.611 | -2,10 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 3.233 | 0,12 | 461 | -4,17 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 21.433 | 5,63 | 3.053 | 1,19 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 8.639 | 5,64 | 1.352 | 11,28 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 3.177 | 0,16 | 452 | -4,03 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 121.740 | 11,45 | 17.339 | 6,76 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5.032 | 7,20 | 717 | 2,73 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 31.268 | 20,76 | 4.454 | 15,66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 23.561 | 12,31 | 3.503 | 14,66 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 4.373 | 0,28 | 623 | -4,01 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 3.316 | 0,03 | 472 | -4,07 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 3.630 | 517 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 17.377 | 2,53 | 2.475 | -1,79 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 5.463 | 9,52 | 778 | 4,99 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 434.352 | 0,05 | 64.584 | 2,14 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 11.157 | 217,68 | 1.589 | 204,41 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 42.150 | 0,28 | 6.003 | -5,76 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 55.719 | 5,21 | 7.936 | 0,79 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 3.319 | 473 | ||||||
| 2026-04-08 | 13F | Lpwm Llc | 3.589 | 0,11 | 511 | -4,13 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 14.147 | 12,67 | 2.015 | 7,93 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.124 | 2,45 | 3.151 | -1,84 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1.476 | 210 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 304 | 43 | ||||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 16.954 | 0,01 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 2.424 | 0,25 | 345 | -3,90 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 32.428 | 58,25 | 4.619 | 51,61 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 417 | 59 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 10.608 | 2,02 | 1.511 | -2,33 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 18.612 | 2,29 | 2.651 | -2,03 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 20.155 | 3,35 | 2.871 | -1,00 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 28.292 | 1,00 | 4.030 | -3,24 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 7.833 | 8,00 | 1.116 | 3,43 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 49.251 | 36,27 | 7.015 | 30,54 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 13.479 | 0,78 | 1.920 | -3,47 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 94.111 | 0,50 | 13.404 | -3,73 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 107.964 | 3,69 | 15.377 | -0,68 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 2.955 | 0,20 | 421 | -4,11 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 106.903 | 3,64 | 15.226 | -0,72 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 113.011 | 4,97 | 16.096 | 0,56 | ||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 202.069 | 8,77 | 28.781 | 4,19 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 12.225 | 0,02 | 1.741 | -4,18 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 7.431 | 0,01 | 1.058 | -4,17 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 2.475 | 0,12 | 352 | -4,09 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7.497 | 0,39 | 1.068 | -3,87 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 81.158 | 0,60 | 11.559 | -3,63 | ||||
| 2026-05-11 | 13F | Allstate Corp | 5.345.013 | 327,64 | 761.290 | 309,64 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.050.980 | 6,13 | 149.691 | 1,66 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 6.328 | 2,15 | 901 | -2,17 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 20.521 | 234,65 | 2.923 | 220,75 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.429 | 0,11 | 6.898 | -4,12 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6.249 | 75,34 | 890 | 67,92 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.321 | 8,66 | 331 | 4,10 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 119 | 17 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 300 | 0,33 | 43 | -4,55 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 112.955 | 6,32 | 16.088 | 1,84 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 265 | 38 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.878 | 36,65 | 552 | 30,81 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 10 | 1 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 1.561 | 0,26 | 222 | -3,90 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 17.719 | 58,96 | 2.524 | 52,26 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 87.940 | 0,35 | 12.525 | -3,87 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 159.401 | 4,78 | 22.703 | 0,37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 205.017 | 31,92 | 29.201 | 26,37 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 14.626 | 18,35 | 2.083 | 13,39 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 79.649 | 38,11 | 11.344 | 32,29 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 6.217 | 198,18 | 885 | 185,48 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 49.701 | 628,11 | 7.079 | 598,03 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 76.144 | 2,47 | 10.845 | -1,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16.174 | 0,79 | 2.304 | -3,48 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 3.608 | 51,85 | 514 | 45,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2.462 | 351 | ||||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 233.757 | 1,98 | 33.294 | -2,32 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 5.305 | 50,37 | 756 | 44,08 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 41.397 | 16,52 | 5.896 | 11,62 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 900 | 128 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 5.642 | 848,24 | 804 | -4,06 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 464 | 66 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 395.545 | 16,64 | 56.337 | 11,73 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2.050 | 4,27 | 292 | -0,34 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 109.360 | 4,05 | 15.576 | -0,33 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 2.232.613 | 2.835,49 | 13.162 | 16,39 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.840 | 68,17 | 689 | 61,36 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 350.348 | 5,00 | 49.900 | 0,58 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 27.228 | 1,84 | 3.878 | -2,44 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 7.429 | 10,95 | 1.058 | 6,33 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 10.391 | 10,72 | 1.480 | 6,02 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 93.949 | 1,19 | 13.373 | -3,84 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 61.998 | 1,94 | 8.830 | -2,36 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5.550 | 2,74 | 790 | -1,62 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9.014 | 3,23 | 1.284 | -1,16 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.497 | 3,61 | 498 | -0,60 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1.961 | 0,82 | 279 | -3,46 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14.013 | 0,01 | 1.996 | -4,22 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334.051 | 5,13 | 47.579 | 0,70 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.233.606 | 16,88 | 602.992 | 11,96 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 4.332 | 0,23 | 617 | -4,05 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.754 | 250 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 377.781 | 11,05 | 53.807 | 6,38 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 208.943 | 0,03 | 29.760 | -4,18 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 296 | 0,34 | 42 | -2,33 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.277 | 21,51 | 1.606 | 16,38 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 304.077 | 17,09 | 43.310 | 12,16 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 20.749 | 3,54 | 2.955 | -0,81 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 8.366 | 27,71 | 1.192 | 22,28 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 4.159 | 592 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3.286 | 1,14 | 468 | -3,11 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 33.403 | 60,12 | 4.967 | 63,46 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 2.849 | 0,14 | 406 | -4,26 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 7.820 | 10,19 | 1.114 | 111.200,00 | ||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 3.681 | 12,84 | 524 | 8,26 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 2.482 | 1,97 | 353 | -2,22 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1.903 | 6,49 | 271 | 1,89 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 179.507 | 0,24 | 25.567 | -5,44 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 724 | 103 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 2.288 | 2,97 | 326 | -1,52 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 310.000 | 44.153 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2.900.761 | 5,39 | 413.155 | 0,96 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 12.317 | 5,75 | 1.754 | 1,33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.778 | 0,11 | 253 | -4,17 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 4.847 | 1,25 | 690 | -2,95 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.258 | 0,19 | 606 | -3,96 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6.418 | 9,97 | 1 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 2.699 | 0,04 | 384 | -4,24 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 1.712 | 244 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 152.691 | 1.050,47 | 21.748 | 1.002,23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.739 | 0,09 | 1.387 | -4,80 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2.736 | 11,99 | 390 | 7,16 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 47.266 | 43,25 | 6.732 | 37,22 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.671 | 241 | ||||||
| 2026-04-15 | 13F | Snider Financial Group | 19.101 | 2,80 | 2.721 | -1,52 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 192 | 9,71 | 27 | 3,85 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 34.430 | 4.904 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 29.434 | 3,18 | 4.192 | -1,16 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 412.884 | 90,82 | 58.807 | 82,79 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8.846 | 17,13 | 1.241 | 9,64 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 14.591 | 14,02 | 2.078 | 9,25 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2.968 | 15,98 | 423 | 11,05 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.866 | 551 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 42.852 | 17,52 | 6.103 | 12,58 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 27.181 | 0,22 | 3.871 | -3,99 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5.685 | 0,19 | 810 | -4,03 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 123.412 | 8,27 | 17.578 | 3,71 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 33.957 | 0,32 | 4.836 | -3,90 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.802 | 0,02 | 684 | -4,21 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 7.024 | 16,16 | 1.000 | 11,23 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 26.830 | 0,10 | 3.821 | -4,12 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 3.801 | 5,26 | 541 | 0,93 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 46.606 | 22,92 | 6.638 | 17,76 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 3.819 | 38,02 | 544 | 32,12 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 115.357 | 0,06 | 16.430 | -4,15 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 161.483 | 17,60 | 24.009 | 17,59 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.613 | 8,91 | 230 | 4,09 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 468 | 67 | ||||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 97.764 | 10,89 | 13.925 | 6,23 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 7.034 | 0,51 | 1.002 | -3,75 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 1.534 | 0 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 704.573 | 4,96 | 100.352 | 0,54 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 6.412 | 60,38 | 913 | 53,70 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9.732 | 79,23 | 1.386 | 71,75 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 330.815 | 1,32 | 47.118 | -2,94 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.302 | 7,33 | 755 | 2,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 414.259 | 14,86 | 59.003 | 10,02 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 11.488 | 0,09 | 1.636 | -4,10 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 1.630 | 232 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 6.412 | 913 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 14.797 | 0,91 | 2.108 | -3,35 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.628 | 4,96 | 232 | 0,43 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 144.059 | 10,29 | 21 | 5,26 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 2.262 | 322 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 155.588 | 32,20 | 22.160 | 26,64 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3.933 | 560 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 1.741 | 248 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.885 | 0,02 | 3.117 | -4,18 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 482 | 18,43 | 69 | 13,33 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.212 | 0,07 | 1.454 | -4,15 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6.449 | 0,19 | 919 | -4,08 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1.735 | 247 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 8.952 | 1.275 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.029.397 | 0,46 | 146.617 | -3,77 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 97 | 14 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 18.958 | 4,94 | 2.700 | 0,52 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 71.698 | 6,46 | 10.212 | 1,98 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40.205 | 4,85 | 5.726 | 0,44 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12.473 | 8,71 | 1.776 | 3,20 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.722 | 86,86 | 673 | 79,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 220.145 | 12,19 | 31.355 | 7,47 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 184.230 | 27.393 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 249 | 35 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 400 | 58 | ||||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 191.843 | 1,03 | 27.324 | -3,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 19.314 | 6,31 | 2.751 | 1,81 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 2.500 | 9,27 | 372 | 11,41 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 25.333 | 0,68 | 3.631 | -2,97 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 30.353 | 22,83 | 4.323 | 17,66 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44.795 | 0,50 | 6.380 | -3,73 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8.937 | 24,99 | 1.273 | 19,66 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 7.425 | 25,76 | 1.058 | 20,52 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 41.529 | 11,16 | 5.915 | 6,50 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 37 | 5 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 673 | 35,96 | 96 | 30,14 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 9.807 | 31,32 | 1.397 | 25,77 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 9.979 | 2,41 | 1.421 | -1,86 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.694 | 0,04 | 384 | -4,25 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 50.677 | 7,00 | 7.218 | 2,50 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 317.668 | 1,89 | 45.246 | -2,40 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 929.652 | 5,90 | 132.410 | 1,44 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 2.623 | 374 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 42.390 | 2,55 | 6.038 | -1,77 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 4.712 | 1,14 | 671 | -3,03 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 25.663 | 0,05 | 3.655 | -4,17 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.376 | 197 | ||||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 6.296 | 0,59 | 978 | 5,74 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 35.284 | 3,88 | 5.025 | -0,50 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 16.198 | 10,86 | 2.307 | 6,22 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 57.130 | 1,72 | 8.137 | -2,55 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 458.390 | 1,71 | 65.288 | -2,57 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 3.197 | 10,58 | 455 | 6,06 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 6.370 | 3,44 | 907 | -0,87 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 2.588 | 2,70 | 369 | -1,60 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 35.326 | 2,36 | 5.031 | -1,95 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 301 | 43 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 307.418 | 6,39 | 43.786 | 1,92 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 1.496 | 213 | ||||||
| 2026-04-17 | 13F | Berman McAleer LLC | 12.807 | 1,35 | 1.824 | -2,88 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 8.014 | 37,34 | 1.141 | 31,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.773 | 2,58 | 828 | -0,96 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 2.537 | 13,11 | 361 | 8,41 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3.064 | 436 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 24.924 | 3.550 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 23.654 | 0,11 | 3.369 | -4,10 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 23.292 | 100,17 | 3 | 200,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 415.996 | 2,95 | 59.250 | -1,38 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 11.150 | 63,51 | 1.588 | 56,76 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 7.006 | 6,86 | 998 | 2,36 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.108 | 13,50 | 2.294 | 8,72 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.098 | 1,43 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 70.766 | 2,12 | 10.079 | -2,17 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 30.595 | 8,89 | 4.358 | 4,31 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.075 | 18,69 | 1.008 | 13,66 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 83.503 | 1,83 | 11.893 | -3,24 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 139.046 | 5,08 | 19.804 | 0,66 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 20.345 | 2,43 | 2.898 | -1,90 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 6.700 | 97,06 | 954 | 88,91 | |||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 1.692 | 0,24 | 241 | -4,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2.850 | 424 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 124.712 | 1,24 | 17.763 | -3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 46.000 | 238,24 | 6.552 | 223,99 | |||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28.841 | 77,18 | 4.108 | 69,71 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 96.599 | 7,26 | 15.061 | 10,78 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 310 | 0,32 | 44 | -2,22 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 5.625 | 15,62 | 801 | 10,79 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 45.997 | 6,55 | 6.551 | 2,07 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 49.477 | 16,01 | 7.047 | 11,13 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 263.005 | 3,26 | 37.460 | -1,09 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 5.893 | 17,67 | 916 | 23,32 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 42.279 | 7,41 | 6.022 | 2,89 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.612 | 230 | ||||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 2.651 | 13,53 | 378 | 8,65 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 2.571 | 79,92 | 366 | 72,64 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 51.701 | 2,38 | 7.364 | -1,93 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.124 | 46,61 | 588 | 40,43 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 34.977 | 4.982 | ||||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 3.909 | 3,77 | 557 | -0,71 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3.018 | 1,28 | 430 | -3,16 | ||||
| 2026-05-15 | 13F | Family Management Corp | 101.495 | 3,55 | 14.456 | -0,81 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 17.452 | 4,56 | 2.486 | 0,16 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 33.871 | 0,87 | 4.824 | -3,37 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1.181.952 | 12,37 | 168.345 | 7,64 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 5.575 | 8,04 | 794 | 3,52 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 198.413 | 1,39 | 29.827 | 0,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 65.970.413 | 3,22 | 9.396.166 | -1,12 | ||||
| 2026-05-15 | 13F | Claar Advisors LLC | 994.820 | 0,02 | 141.692 | -4,19 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 4.650 | 0,19 | 662 | -4,06 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 104.800 | 731,75 | 14.927 | 696,90 | |||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 100.274 | 2,93 | 14.282 | -1,39 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 9.000 | 1.282 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 968.315 | 5,45 | 137.917 | 1,01 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 13 | 225,00 | 2 | |||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 12.054 | 0,13 | 1.717 | -4,08 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 571 | 1,06 | 81 | -3,57 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 22.625 | 5,97 | 3.223 | 1,51 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24.601 | 0,53 | 3.504 | -3,74 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 4.435 | 4,06 | 632 | -0,32 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.717 | 957 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 3.873 | 56,17 | 552 | 49,73 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 41.262 | 13,71 | 5.877 | 8,92 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.765 | 251 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 16.346 | 2,46 | 2.328 | -1,85 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29.382 | 0,51 | 4.185 | -3,73 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 2.879 | 12,33 | 410 | 7,61 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 140.440 | 40,60 | 20.003 | 34,68 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 3.988 | 568 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 365.958 | 1,82 | 52.084 | -2,55 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 5.118 | 5,59 | 729 | 1,11 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 124.398 | 6,25 | 17.718 | 1,78 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 1.343.930 | 16,35 | 191.416 | 11,45 | ||||
| 2026-04-14 | 13F | Lawood & Co | 3.795 | 38,71 | 541 | 33,00 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3.064 | 1,69 | 436 | -2,68 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 8.734 | 4,04 | 1.244 | 1,72 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 4.411 | 0,23 | 628 | -3,98 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 3.823 | 27,86 | 545 | 22,52 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 75.540 | 5,62 | 11.232 | 7,82 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 5.882 | 0,81 | 838 | -3,46 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 57.652 | 7,72 | 8.211 | 3,19 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 2.236 | 319 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.556 | 3,79 | 506 | -0,59 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17.326 | 44,52 | 2.468 | 38,44 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 168.802 | 5,44 | 24.042 | 1,00 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.561 | 222 | ||||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 2.233 | 4,20 | 318 | -1,85 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 270 | 38 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.768 | 0,23 | 1.391 | -4,00 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 2.951 | 420 | ||||||
| 2026-04-21 | 13F | Sunpointe, LLC | 3.359 | 0,24 | 478 | -4,02 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9.125 | 205,29 | 1.300 | 192,57 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.617 | 0,19 | 230 | -3,77 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.250 | 28,94 | 320 | 23,55 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.123 | 102,21 | 587 | 93,73 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.739 | 21,02 | 1.102 | 16,00 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 297.408 | 4,14 | 42.360 | -0,24 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 8.753 | 115,75 | 1.247 | 106,63 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 176.721 | 7,89 | 25.170 | 3,35 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 4.864 | 13,64 | 693 | 8,81 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 465.585 | 16,53 | 66.309 | 11,62 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.056 | 106,35 | 435 | 97,73 | ||||
| 2026-05-05 | 13F | PFG Advisors | 22.318 | 8,18 | 3.179 | 3,62 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.904 | 0,41 | 2.550 | -3,81 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 1.262 | 8,89 | 154 | -11,05 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15.676 | 0,45 | 2.233 | -1,76 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 15.520 | 1,82 | 2.211 | -2,47 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 578 | 22,46 | 82 | 17,14 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 7.669 | 10,81 | 1.092 | 6,12 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6.478 | 115,86 | 923 | 106,73 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 10.935 | 0,19 | 1.557 | -4,01 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 216.296 | 2,85 | 30.807 | -1,48 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.824 | 4,83 | 405 | 1,25 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 65.773 | 2,82 | 9.371 | -1,48 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 938 | 134 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 105.013 | 47,31 | 14.957 | 41,12 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 8.024 | 143,30 | 1.110 | 124,95 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 9.736 | 21,32 | 1.387 | 16,18 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 2.770 | 395 | ||||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 78.576 | 4,22 | 11.192 | -0,16 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 377.533 | 9,80 | 53.772 | 5,18 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 1.803.511 | 1,64 | 257 | -2,66 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 22.081 | 3.145 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 9.270 | 1.332 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.729 | 385,67 | 257 | 375,93 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 75.414 | 2,79 | 10.741 | -1,53 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.869 | 31,58 | 2.545 | 26,05 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 164.150 | 1,19 | 23.380 | -3,08 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 3.384 | 19,49 | 503 | 22,09 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 6.091 | 868 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 2.357 | 25,64 | 350 | 28,21 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 8.137 | 0,12 | 1.159 | -4,14 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 128.127 | 1,14 | 18.249 | -3,12 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 16.833 | 2,10 | 2.398 | -2,20 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 17.035 | 1,19 | 2.426 | -3,08 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 22.232 | 9,07 | 3.167 | 4,49 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 6.842 | 1,75 | 974 | -2,50 | ||||
| 2026-05-07 | 13F | Ofc Financial Planning, Llc | 5.479 | 6,49 | 780 | 1,96 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1.221.359 | 1,05 | 173.958 | -3,21 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11.633 | 0,81 | 1.657 | -3,44 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 1.673 | 0,24 | 238 | -4,03 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 49.645 | 0,80 | 7.071 | -3,44 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 3.930 | 0,41 | 560 | -3,79 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 10.720 | 53,12 | 1.527 | 46,73 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.690 | 101,19 | 251 | 105,74 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 119.568 | 1,55 | 17 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 1.752 | 250 | ||||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 4.364 | 0,48 | 622 | -3,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 119.934 | 15,90 | 17.082 | 11,02 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.595 | 1,01 | 797 | -3,28 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 2.892 | 1,69 | 412 | -2,61 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 3.894 | 3,95 | 555 | -0,36 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15.107 | 35,20 | 2.152 | 29,50 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 10.082 | 28,55 | 1.436 | 23,07 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 213 | 0 | ||||||
| 2026-04-29 | 13F | Formulate Financial Llc | 27.761 | 15,96 | 3.954 | 11,10 | ||||
| 2026-05-04 | 13F | Nwam Llc | 187.350 | 20,06 | 26.684 | 12,80 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8.439 | 1,38 | 1.202 | -2,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 87.194 | 3,80 | 12.419 | -0,57 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 449 | 0,22 | 64 | -4,55 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.710 | 0,36 | 2.238 | -3,87 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 5.099 | 19,30 | 726 | 14,33 | ||||
| 2026-04-16 | 13F | Friday Financial | 464.604 | 4,48 | 66.174 | 0,08 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.540 | 0,24 | 362 | -3,99 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 58.826 | 11,48 | 8.379 | 6,78 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 8.027 | 13,62 | 1.143 | 8,86 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 14.373.487 | 23,78 | 2.047.216 | 18,57 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 14.139 | 1,81 | 2.200 | 6,59 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3.701 | 115,68 | 527 | 106,67 | ||||
| 2026-04-28 | 13F | Greatmark Investment Partners, Inc. | 2.742 | 0,22 | 391 | -3,94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 81.578 | 7,76 | 11.619 | 3,22 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 67.510 | 184,32 | 10.037 | 179,43 | ||||
| 2026-05-07 | 13F | Vericrest Private Wealth | 28.961 | 5,24 | 4.125 | 0,81 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 44.623 | 13,83 | 6 | 20,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 136.053 | 21,34 | 19.517 | 17,06 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 389.492 | 3,09 | 55.475 | -1,25 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 47.624 | 5,20 | 6.783 | 0,79 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2.640 | 0,84 | 376 | -3,34 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 1.696 | 6,13 | 242 | 1,69 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 2.649 | 377 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 38.130 | 1,53 | 6.144 | 10,03 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.282 | 183 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 7.091 | 12,18 | 1.010 | 7,45 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 2.646 | 2,04 | 377 | -2,34 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3.404 | 54,59 | 485 | 48,01 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 30.917 | 3,45 | 4.403 | -0,90 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 2.140 | 4,04 | 305 | -0,33 |
