Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Growth ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Tulsa Wealth Advisors, INC, Junk Investment Group, LLC, Vanguard National Trust Co, Veratis Advisors, Inc., GLR Partners, LLC, TIAA Wealth Investment Management LLC, Krane Financial Solutions LLC, Capital Advisor Network LLC, LightSquare Wealth Management, LLC, IMC-Chicago, LLC, Action Point Financial Planning, Llc, Nomura Asset Management Co Ltd, Downshift Financial, LLC, Strathmore Capital Advisors, Inc., Selective Wealth Management, Inc., Cpwa, Llc, Vertrix Wealth Management, LLC, und Spartan Wealth Advisory Services 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 119.819 | 1,19 | 52.336 | -9,40 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 12.500 | 50,01 | 5.517 | 35,69 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 14.564 | 22,26 | 6.361 | 9,46 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 701 | 0,14 | 306 | -10,26 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 250.430 | 0,21 | 109.385 | -10,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 1.042.054 | 0,34 | 11.760 | -0,31 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 416 | 203 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 1.666 | 128,22 | 728 | 104,79 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3.361 | 39,23 | 235 | -80,03 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 15.554 | 14,04 | 6.794 | 2,10 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 189.350 | 422,47 | 82.706 | 367,79 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.463 | 28,21 | 1.513 | 14,81 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30.020 | 0,99 | 13.112 | -9,58 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 2.472 | 6,74 | 1.080 | -4,42 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 83.665 | 413,94 | 8 | 14,29 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 305 | 149 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.832 | 500,00 | 231 | 1,32 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 685 | 10,66 | 299 | -0,66 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 42.634 | 2,50 | 18.622 | -8,23 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 56.748 | 1,73 | 24.788 | -8,92 | ||||
| 2026-04-20 | 13F | 25 Llc | 59.427 | 9,04 | 25.957 | -2,37 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 3.319 | 54,09 | 1.450 | 38,00 | ||||
| 2026-05-14 | 13F | Clg Llc | 1.499 | 5,19 | 655 | -5,90 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1.933 | 1,36 | 844 | -9,25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 104.014 | 7,02 | 45.432 | -4,18 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 9.178 | 0,02 | 4.009 | -10,46 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.915 | 30,81 | 836 | 17,09 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 230.880 | 31,00 | 100.846 | 17,29 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 3.211 | 67,94 | 1.403 | 50,43 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 1.166 | 0,69 | 509 | -9,75 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 807 | 352 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 12.266 | 7,94 | 5.360 | -3,32 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.621 | 36,16 | 1.145 | 21,96 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.441.990 | 1.503.427 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 131.790 | 5,10 | 57.565 | -5,90 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1.202 | 10,07 | 525 | -1,50 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 4.518 | 6,71 | 1.869 | 0,00 | ||||
| 2026-05-01 | 13F | Cullinan Associates Inc | 697 | 6,74 | 304 | -4,40 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 19.260 | 15,90 | 8.412 | 3,76 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 577 | 0,17 | 0 | |||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4.562 | 2,61 | 1.992 | -8,16 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 10.443 | 0,78 | 4.561 | -9,77 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 43.602 | 1,75 | 19.045 | -8,91 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 31.364 | 0,97 | 13.700 | -9,60 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 567 | 10,74 | 248 | -0,80 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 3.467 | 3,15 | 1.514 | -7,63 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 959 | 4,13 | 419 | -6,90 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 5.973 | 24,13 | 2.609 | 11,12 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.053 | 212,30 | 2.207 | 179,72 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 51 | 37,84 | 22 | 22,22 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 795 | 3,11 | 347 | -7,47 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 13.408 | 5.853 | ||||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 8.866 | 1,81 | 3.873 | -8,85 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.096 | 535,73 | 256 | 8,02 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 5.120 | 54,45 | 2.236 | 38,28 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.938 | 119,48 | 847 | 96,29 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 598 | 7,17 | 261 | -4,04 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 32.269 | 0,11 | 14.095 | -10,37 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 30.436 | 13.294 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 4.193 | 0,10 | 1.832 | -10,38 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 3.022 | 0,10 | 1.320 | -10,33 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 2.964 | 216 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 140.862 | 3,59 | 61.527 | -7,26 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 2.078 | 1,81 | 908 | -8,38 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 839 | 47,19 | 366 | 31,65 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 425.548 | 1,53 | 185.875 | -9,10 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 903 | 10,12 | 394 | -1,50 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 41.718 | 0,17 | 18.222 | -10,32 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 30.090 | 1,08 | 13.143 | -9,51 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 1.593 | 30,36 | 696 | 16,61 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 58.191 | 67,03 | 25.393 | 158.606,25 | ||||
| 2026-05-13 | 13F | Marex Group plc | 6.093 | 2.661 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 981 | 2,19 | 429 | -8,55 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 79.537 | 5,44 | 34.741 | -5,60 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 130.563 | 13,76 | 57.029 | 1,85 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.360 | 1,95 | 594 | -8,62 | ||||
| 2026-04-21 | 13F | Maseco Llp | 2.157 | 39,70 | 942 | 24,97 | ||||
| 2026-04-17 | 13F | Community Bank of Raymore | 10.750 | 0,51 | 4.696 | -10,01 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 416 | 89,09 | 182 | 69,16 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 875.880 | 7,23 | 382.576 | -4,00 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 35.556 | 39,63 | 15.531 | 25,01 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 2.672 | 82,64 | 1.167 | 63,67 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 19.400 | 18,00 | 8.474 | 5,65 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7.703 | 10,09 | 3.365 | -1,44 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 2.346 | 86,63 | 1.025 | 67,05 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 4.627 | 1,76 | 2.021 | -8,93 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 114.960 | 2,47 | 50.213 | -8,26 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1.448 | 632 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 188.629 | 21,48 | 82.391 | 8,77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 99.314 | 9,23 | 43.380 | -2,20 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 498 | 4,62 | 218 | -6,47 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 593.629 | 16,44 | 259.291 | 4,25 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 768 | 335 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 765 | 3,10 | 334 | -7,48 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 931 | 24,80 | 407 | 11,54 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 5.322 | 100,75 | 2.325 | 79,74 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 811 | 21,23 | 354 | 8,59 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 202.179 | 0,34 | 88 | -10,20 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 166.095 | 17,20 | 72.549 | 4,93 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 953 | 465 | ||||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 1.056 | 1,44 | 458 | -9,84 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 582 | 285 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.061 | 0,38 | 463 | -10,10 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 46.759 | 19,62 | 20.424 | 7,09 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 22.987 | 4,09 | 10.041 | -6,80 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 219.072 | 16,00 | 95.689 | 3,86 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 912 | 0,44 | 398 | -9,95 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 490 | 7,93 | 214 | -3,17 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 834 | 364 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1.199 | 41,22 | 524 | 26,33 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 83.913 | 36,24 | 36.652 | 21,97 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.715 | 19,18 | 749 | 6,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 29.467 | 89,60 | 12.871 | 69,74 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 24.136 | 4,62 | 10.542 | -6,33 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 2.494 | 0,16 | 1.089 | -10,37 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 10.290 | 0,58 | 4.494 | -9,96 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 14.216 | 1,83 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.904 | 8,31 | 5.636 | -3,03 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 768 | 257,21 | 335 | 222,12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 148.047 | 1.983,41 | 64.666 | 1.765,70 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 30.422 | 1,26 | 13.288 | -9,34 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 112.511 | 570,55 | 9.170 | 12,02 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1.449 | 633 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 51.412 | 5,83 | 22.456 | -5,24 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 109.504 | 574,53 | 9.232 | 18,24 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 25.768 | 9,41 | 11.255 | -2,04 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 70.194 | 65,56 | 30.660 | 48,24 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 8.775 | 18,39 | 3.833 | 6,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 45.496 | 4,89 | 19.872 | -6,09 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.918 | 20,56 | 3.022 | 7,93 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 5.195 | 0,87 | 2.269 | -9,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 14.863.770 | 3,32 | 6.492.348 | -7,49 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 5.589 | 1,05 | 2.441 | -9,53 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.824 | 30,70 | 2.107 | 17,06 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 1.237 | 2,06 | 540 | -8,63 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 556 | 1,46 | 243 | -9,36 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 146.378 | 32,72 | 63.937 | 18,83 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 11.948 | 6,33 | 5.219 | -4,82 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 76 | 33 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.035 | 0,39 | 3.946 | -10,11 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 23.621 | 10.317 | ||||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 3.608 | 34,78 | 1.247 | -4,44 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 5.678 | 90,66 | 2.481 | 70,80 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 1.274 | 1,43 | 556 | -9,15 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 866 | 0,46 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 35.821 | 14,97 | 15.646 | 2,93 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 47.721 | 2,15 | 20.844 | -8,54 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 235.184 | 2,76 | 102.726 | -7,99 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 5.963 | 71,10 | 2.605 | 52,01 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 4.103 | 92,90 | 1.792 | 72,81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 55.628 | 24.298 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2.617 | 1.143 | ||||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 694 | 8,95 | 303 | -2,26 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 51.750 | 2,84 | 22.604 | -7,93 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.099 | 2,52 | 0 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 41.596 | 5,82 | 18.169 | -5,26 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 1.484 | 0,20 | 648 | -10,25 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.015 | 0,50 | 443 | -9,96 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 981 | 11,60 | 428 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 138.062 | 3,15 | 60.304 | -7,65 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 58.227 | 5,54 | 25.433 | -5,51 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 5.343 | 4,42 | 2.334 | -6,53 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 1.068 | 0,09 | 467 | -10,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 124.725 | 11,23 | 54.479 | -0,42 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 112.314 | 468,33 | 9.753 | 1,17 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.967 | 5,51 | 3.480 | -5,54 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.328 | 5,06 | 580 | -6,46 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 220.969 | 3,36 | 96.539 | -7,46 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 97.746 | 3,90 | 42.694 | -6,98 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.916 | 0,10 | 1.711 | -10,38 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 28.742 | 19,03 | 12.554 | 6,57 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11.348 | 1,80 | 4.957 | -8,86 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.797 | 1.658 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 336.299 | 146.892 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 734 | 321 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 177 | 77 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 677.349 | 12,91 | 295.859 | 1,09 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 2.968 | 0,71 | 1.297 | -9,81 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.577 | 5,24 | 1.999 | -5,75 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 58.677 | 17,75 | 25.629 | 5,42 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 2.431 | 7,61 | 1.062 | -3,63 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 158.434 | 2.718,61 | 69.202 | 2.423,78 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 43.030 | 3,30 | 18.795 | -7,51 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3.316 | 102,94 | 1.448 | 81,68 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 98.543 | 78,01 | 48.075 | 81,07 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 33.966 | 6,79 | 14.836 | -4,39 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 2.443 | 1.067 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4.894 | 2,58 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 8.821 | 20,89 | 3.853 | 8,20 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.346 | 34,84 | 1.898 | 19,07 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 26.520 | 2.186,21 | 11.584 | 1.950,09 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 13.829 | 7,40 | 6.040 | -3,84 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 14.599 | 0,01 | 6.377 | -10,46 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 826 | 0,12 | 361 | -8,86 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 23.771 | 4,77 | 10.383 | -6,19 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 56.592 | 0,31 | 27.532 | 0,25 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 22.299 | 13,68 | 9.740 | 1,78 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5.279 | 17,03 | 2.306 | 4,77 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 1.241.457 | 3,73 | 542.256 | -7,13 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 104.357 | 6,48 | 45.582 | -0,75 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 9.186 | 9,58 | 4.012 | -1,88 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 21.960 | 1,28 | 9.699 | -8,31 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 769 | 0,26 | 336 | -10,43 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 8.043 | 2,54 | 3.513 | -8,18 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 123.306 | 15,52 | 60.156 | 17,51 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 54.118 | 464,49 | 4.520 | -2,10 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 1.981 | 0,56 | 865 | -9,99 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 4.166 | 0,53 | 1.820 | -10,00 | ||||
| 2026-05-14 | 13F | Warther Private Wealth, LLC | 1.252 | 547 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 911 | 45,76 | 398 | 30,59 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 677 | 296 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.746 | 18,77 | 1.199 | 6,29 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 62.520 | 1,35 | 26.259 | -12,75 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.504 | 24,30 | 657 | 11,19 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 24.008 | 3,38 | 10.486 | -7,45 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 99.802 | 564,15 | 7.265 | -0,90 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 626 | 12,59 | 273 | 0,74 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 1.191 | 0,25 | 520 | -10,19 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 941 | 0,11 | 411 | -10,26 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 14.527 | 15,79 | 6.345 | 3,68 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 904.369 | 508,39 | 75.081 | 4,46 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 1.065 | 465 | ||||||
| 2026-05-06 | 13F | SP Asset Management LLC | 121.832 | 5,17 | 53.215 | -5,84 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 58.387 | 3,58 | 25.503 | -7,27 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 1.067 | 10,23 | 466 | -1,27 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 12.427 | 17,95 | 5.428 | 5,60 | ||||
| 2026-04-14 | 13F | Legacy Trust | 542 | 26,93 | 237 | 13,46 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 71.719 | 0,99 | 31 | -8,82 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3.926 | 3,42 | 1.715 | -7,40 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 84.593 | 204,36 | 36.949 | 172,51 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 711 | 347 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 6 | 3 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 20.663 | 4,16 | 9.025 | -6,75 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.822 | 0,37 | 2.106 | -10,12 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 17.204 | 19,92 | 7.596 | 8,53 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 9.213 | 10,31 | 4.024 | -1,25 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 853 | 9,92 | 373 | -1,58 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5.477 | 0,15 | 2.672 | 1,87 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 1.352 | 36,43 | 591 | 22,15 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 1.213 | 3,41 | 530 | -7,52 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 1.706 | 13,51 | 745 | 1,64 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 1.234 | 0,57 | 539 | -10,03 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 24.770 | 2,34 | 10.819 | -8,37 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 547 | 239 | ||||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 39.707 | 10,27 | 17.336 | -1,32 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 1.277 | 558 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 31.152 | 4,96 | 13.607 | -6,03 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4.306 | 3,14 | 1.881 | -7,66 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 745 | 0,13 | 325 | -10,47 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1.820 | 0,22 | 795 | -10,38 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 6.913 | 17,11 | 3.020 | 4,86 | ||||
| 2026-04-29 | 13F | Delta Capital Management Llc | 18.000 | 500,00 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | InvesTrust | 2.055 | 0,88 | 898 | -9,67 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 6.318 | 1,80 | 2.760 | -8,85 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.239 | 7,67 | 2.289 | -3,62 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 973 | 19,24 | 424 | 6,80 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 1.308 | 0,08 | 572 | -10,36 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 4.925 | 0,18 | 2.403 | 1,91 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 6.068 | 5,70 | 2.651 | -5,39 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 4.240 | 47,58 | 1.852 | 32,12 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 50.004 | 5,21 | 21.841 | -5,84 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 3.080 | 3,88 | 1.345 | -6,98 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 1.223 | 0,08 | 534 | -10,40 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 952 | 0,11 | 416 | -10,37 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 4.152 | 4,30 | 1.814 | -6,64 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 1.350 | 0,07 | 590 | -10,49 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 1.459 | 3,18 | 1 | |||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 3.468 | 55,10 | 1.515 | 38,77 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 205.794 | 4,93 | 90.967 | -5,38 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 1.612 | 31,06 | 704 | 17,33 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 57.374 | 0,98 | 25.060 | -9,59 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1.940 | 60,73 | 847 | 44,05 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 55.697 | 1,64 | 24.328 | -9,00 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.588 | 1,47 | 694 | -9,17 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35.661 | 34,09 | 15.577 | 19,62 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1.151 | 1,50 | 503 | -9,22 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 14.717 | 6.428 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 6.479 | 7,11 | 2.721 | -7,79 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 343.333 | 6,90 | 149.964 | -4,29 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6.121 | 7,61 | 2.674 | -3,64 | ||||
| 2026-04-22 | 13F | Motco | 6.144 | 1,05 | 2.684 | -9,54 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 1.278 | 0,47 | 558 | -10,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 2 | 1 | ||||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1.141 | 0,26 | 498 | -10,27 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 16.888 | 45,07 | 7.377 | 29,88 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 18.307 | 32,51 | 8.931 | 34,79 | ||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 849 | 0,71 | 371 | -9,98 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 896 | 391 | ||||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 37.714 | 11,51 | 16.473 | -0,16 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.824 | 2,64 | 2.107 | -8,07 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 665 | 324 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 17.030 | 1,15 | 7.439 | -9,47 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 508 | 222 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 48.779 | 3,64 | 21.306 | -7,21 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 11.581 | 0,93 | 5.059 | -9,63 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 9.794 | 0,32 | 4.278 | -10,20 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 8.342 | 0,74 | 3.644 | -9,80 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 1.097 | 9,37 | 479 | -2,04 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 1.643 | 3,01 | 718 | -7,72 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 1.061 | 463 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 39.084 | 469,16 | 3.272 | -2,33 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 125.802 | 2,05 | 54.949 | -8,63 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 824.223 | 0,77 | 360.012 | -9,78 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 40.561 | 1,72 | 17.717 | -8,93 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 9.822 | 818 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 15.915 | 4,58 | 6.952 | -6,37 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.785 | 1.216 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 23.567 | 322,73 | 2.062 | -22,45 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 118.921 | 0,09 | 51.943 | -10,39 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 27.449 | 2,29 | 11.990 | -8,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.775.949 | 1,39 | 775.717 | -9,22 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.102 | 121,26 | 918 | 98,06 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 5.324 | 462 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 38.384 | 0,87 | 16.766 | -9,69 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 616 | 269 | ||||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1.570 | 9,33 | 686 | -2,14 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 44.142 | 0,99 | 19.281 | -9,59 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 111.378 | 10,28 | 48.649 | -1,26 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 51.851 | 4,74 | 22.648 | -6,22 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 58.108 | 2,61 | 25.381 | -8,13 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 512 | 0,20 | 224 | -10,44 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 785 | 1,16 | 343 | -9,50 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 750 | 58,56 | 328 | 42,17 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 7.406 | 11,28 | 3.235 | -0,34 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 3.788 | 2,54 | 1.654 | -8,21 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.488 | 13,67 | 650 | 1,88 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 32.457 | 2,81 | 14.177 | -7,95 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 108.120 | 2,23 | 47.226 | -8,47 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 36.628 | 15,41 | 15.999 | 3,33 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5.145 | 2,14 | 2.247 | -8,55 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 636 | 15,22 | 278 | 2,97 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 1.251 | 19,60 | 547 | 7,06 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.859 | 2,03 | 812 | -8,67 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 63.086 | 8.333,96 | 5.519 | 1.441,62 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 14.859 | 21,73 | 6.490 | 8,98 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 49.675 | 1,58 | 21.697 | -9,06 | ||||
| 2026-05-15 | 13F | Seal Cove Capital, LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 7.069 | 534,56 | 614 | 14,37 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.514 | 213,46 | 661 | 181,28 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 90.462 | 1,29 | 39.513 | -9,11 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 129.986 | 502,37 | 10.959 | 4,10 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 160.851 | 12,17 | 70.258 | 0,43 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52.710 | 1.672,36 | 4.358 | 198,49 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 163.198 | 4,96 | 71.283 | -6,02 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 1.108 | 41,51 | 484 | 26,77 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 40.439 | 6,95 | 17.663 | -4,24 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 39.617 | 1,49 | 17.304 | -9,13 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 101.872 | 2,22 | 44.497 | -8,48 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 2.669 | 0,07 | 1.166 | -10,38 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 6.201 | 0,55 | 2.709 | -9,97 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.141 | 1,27 | 1.809 | -9,33 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 1.428 | 0,99 | 624 | -9,58 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 1.115 | 3,53 | 487 | -7,24 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 203.849 | 7,02 | 89.039 | -4,19 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 620 | 271 | ||||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 528 | 5,18 | 231 | -5,74 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 27.305 | 7,00 | 11.927 | -4,20 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 261 | 3,98 | 122 | -0,81 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 1.095 | 43,51 | 478 | 28,49 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.223 | 4,17 | 534 | -6,64 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.744 | 29,47 | 851 | 31,94 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 6.350 | 11,78 | 2.774 | 0,07 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 6.108 | 23,92 | 2.668 | 10,94 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 19.649 | 8,19 | 8.582 | -3,14 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 621 | 82,65 | 303 | 85,28 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 11.462 | 3,11 | 5.006 | -7,67 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 762 | 56,47 | 333 | 40,08 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 344 | 44,54 | 150 | 29,31 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 7.555 | 12,61 | 3.300 | 0,82 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.419 | 2,59 | 14.161 | -8,15 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 172.205 | 1,88 | 75.217 | -8,78 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 1.210 | 70,90 | 529 | 53,04 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.137 | 16,74 | 497 | 4,63 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 5.548 | 4,70 | 2.423 | -6,27 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 3.454 | 43,98 | 1.509 | 28,89 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 770 | 0,39 | 336 | -10,16 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10.899 | 12,20 | 4.761 | 0,44 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 21.468 | 2,13 | 9.360 | -8,73 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.569.113 | 523,18 | 131.005 | 7,61 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 1.192 | 521 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 963.703 | 3,10 | 420.936 | -7,69 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 3.040 | 0,70 | 1.328 | -9,85 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7.533 | 4,71 | 3.290 | -6,24 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 8.095 | 30,23 | 3.536 | 16,59 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9.802 | 0,49 | 4.281 | -10,03 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 49.497 | 3,93 | 21.620 | -6,95 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.532 | 94,17 | 1.106 | 73,74 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 18.356 | 95,15 | 8.018 | 74,74 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 4.616 | 7,83 | 2.016 | -3,45 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 3.256 | 0,03 | 1.422 | -10,40 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 12.896 | 0,02 | 5.633 | -10,46 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 4.310 | 5,92 | 1.883 | -5,19 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.569 | 1,16 | 1.559 | -9,47 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 145 | 3,57 | 63 | -7,35 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 121.335 | 57,07 | 52.995 | 40,62 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 1.912 | 5,93 | 1 | |||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 749 | 1,35 | 327 | -9,17 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3.341 | 0,39 | 1.459 | -10,10 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1.331 | 582 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 15.836 | 28,89 | 6.917 | 15,42 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4.361 | 27,74 | 1.905 | 14,35 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.402 | 1,52 | 612 | -9,06 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 7.998 | 0,39 | 3.494 | -10,11 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 6.533 | 2,27 | 2.853 | -8,44 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 190.237 | 5,47 | 83.094 | -5,57 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 179.953 | 0,13 | 78.602 | -10,35 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6.983 | 2,51 | 3.050 | -8,22 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 34.517 | 6,08 | 15.077 | -5,03 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 42.813 | 10,09 | 19 | 0,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2.332 | 0,13 | 1.019 | -10,39 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7.817 | 0,73 | 3.414 | -9,80 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 808 | 1,13 | 353 | -9,25 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 699 | 12,02 | 305 | 0,33 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 4.262 | 1,40 | 1.862 | -9,22 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 3.251 | 1.420 | ||||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 15.861 | 30,05 | 7.703 | 32,38 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7.592 | 4,06 | 3.316 | -6,83 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 64.574 | 1,51 | 28.205 | -9,12 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6.503.155 | 0,13 | 473.419 | -85,06 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 3.455 | 2,07 | 1.509 | -8,66 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9.538 | 0,27 | 4.166 | -7,34 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 16.169 | 0,40 | 7.062 | -10,11 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 56.721 | 0,37 | 24.775 | -10,13 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 31.383 | 11,02 | 13.708 | -0,60 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1.647 | 1,54 | 719 | -9,10 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2.909 | 5,06 | 1.271 | -5,93 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 653 | 9,56 | 285 | -1,72 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 6.003 | 0,27 | 2.622 | -10,21 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 17.505 | 1,29 | 7.646 | -9,31 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.366 | 100,84 | 12.390 | 79,81 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 1.248 | 0,65 | 524 | -13,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4.124 | 2,95 | 1.819 | -6,91 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4.475 | 6,09 | 1.955 | -5,01 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.459 | 24,06 | 637 | 11,17 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 437 | 213 | ||||||
| 2026-05-08 | 13F | First National Advisers, LLC | 1.908 | 12,57 | 833 | 0,85 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 5.527 | 3,64 | 2.414 | -7,19 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 830 | 7,65 | 363 | -3,72 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5.242 | 0,08 | 2.289 | -10,41 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 24.543 | 41,92 | 10.720 | 27,07 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 1.550 | 3,20 | 677 | -7,51 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 240.589 | 4,14 | 95.923 | -6,39 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6.380 | 35,60 | 2.787 | 21,39 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 25.801 | 2,73 | 11.270 | -8,02 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 10.158 | 836 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 4.035 | 500,45 | 335 | 2,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 4.692 | 2,69 | 2.050 | -8,08 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.811.209 | 2,13 | 791.118 | -8,56 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 6.810 | 0,16 | 2.975 | -10,31 | ||||
| 2026-04-24 | 13F | Essex LLC | 1.260 | 0,08 | 550 | -10,42 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 111.794 | 1,61 | 48.831 | -9,02 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7.942 | 8,69 | 3.469 | -2,67 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 633 | 21,03 | 276 | 8,24 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 415.008 | 2,17 | 181.271 | -8,52 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7.557 | 363,62 | 623 | -22,03 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 1.730 | 3,97 | 756 | -6,91 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 139.625 | 0,86 | 60.987 | -9,69 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 173.070 | 0,64 | 75.595 | -9,89 | ||||
| 2026-05-15 | 13F | EFG International AG | 4.880 | 273,37 | 2.132 | 234,54 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 6.321 | 10,03 | 2.761 | -1,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 773.094 | 4,94 | 337.680 | -6,04 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 696 | 304 | ||||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.250 | 10,52 | 546 | -1,09 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.660 | 0,61 | 725 | -9,83 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 517 | 9,07 | 226 | -2,60 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 125 | 66,67 | 0 | |||||
| 2026-05-01 | 13F | American Trust | 138.889 | 27,59 | 60.666 | 14,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 3.075 | 9,78 | 1.343 | -1,76 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11.379 | 19,44 | 4.970 | 6,95 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 1.578 | 0,13 | 689 | -10,29 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 12.280 | 8,37 | 5.364 | -2,98 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 497 | 217 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 36 | 16 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.661 | 15,83 | 726 | 3,72 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 5.235 | 6,84 | 2.287 | -4,35 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38.655 | 0,81 | 16.884 | -9,74 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 21.588 | 0,84 | 9.429 | -9,71 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 100.273 | 6,56 | 43.798 | -4,60 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 7.990 | 4,23 | 3.490 | -6,68 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2.371 | 2,11 | 1.036 | -8,57 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 1.279 | 84,83 | 559 | 65,58 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.852 | 3,35 | 809 | -7,55 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 159.565 | 1,66 | 69.696 | -8,98 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 39.095 | 2,95 | 17.076 | -7,83 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 100 | 44 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 286 | 125 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 39.439 | 1,74 | 17.227 | -8,91 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.218 | 0,16 | 532 | -10,46 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 729 | 0,14 | 318 | -10,42 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.548 | 0,09 | 4.170 | -10,38 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 38.537 | 1.315,24 | 16.833 | 1.167,47 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 11.925 | 107,72 | 2.489 | -11,14 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 5.649 | 3,86 | 2.467 | -7,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.947.496 | 8,62 | 817.969 | -6,49 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.186 | 1,46 | 1.554 | 3,26 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 800 | 60,64 | 349 | 44,21 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 5.168 | 2.257 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 647 | 6,59 | 283 | -4,73 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 186 | 81 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 18.962 | 20,01 | 8.282 | 7,45 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 64.370 | 1,14 | 28.116 | 90.596,77 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 1.015 | 1,40 | 443 | -9,22 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 4.794 | 0,02 | 2.094 | -10,44 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 51.067 | 10,16 | 22.306 | -1,37 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 31.421 | 9,73 | 13.725 | -1,76 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 142.386 | 54,01 | 62.193 | 37,89 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 321.083 | 6,80 | 140.500 | -4,26 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 4.097 | 1.790 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 61.944 | 21,94 | 27.056 | 9,18 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1.804 | 0,22 | 788 | -10,36 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 1.440 | 3,37 | 629 | -7,51 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 4.064 | 0,20 | 1.775 | -10,26 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 968 | 1,15 | 423 | -9,44 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 917 | 0,55 | 401 | -9,91 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 76.644 | 1,06 | 33.477 | -9,51 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 3.691 | 8,72 | 1.612 | -2,66 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 91.185 | 2,84 | 39.829 | -7,93 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 82.427 | 5,45 | 36.003 | -5,59 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 234.307 | 3,06 | 102.343 | -7,73 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 2.385 | 5,30 | 1.061 | -4,16 | ||||
| 2026-05-01 | 13F | Avion Wealth | 25.954 | 11,33 | 11 | 0,00 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 22.830 | 2,22 | 9.972 | -8,48 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 13.782 | 3,70 | 6.020 | -7,16 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 480 | 210 | ||||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 46.260 | 3,86 | 20.206 | -7,01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.575.213 | 7,41 | 1.561.617 | -3,84 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 38.382 | 6,77 | 16.765 | -4,41 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 2.975 | 1,29 | 1.299 | -9,29 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16.924 | 3,28 | 7.393 | -7,53 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4.185 | 689,62 | 1.828 | 608,53 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 14.192 | 26,84 | 6.199 | 13,56 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 55.805 | 2,27 | 24.375 | -8,44 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 19.002 | 71,36 | 8.300 | 54,29 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1.740 | 0,69 | 760 | -9,85 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3.060 | 113,54 | 1.346 | 91,47 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.278 | 2,63 | 1.432 | -8,09 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 1.285 | 5,41 | 561 | -5,56 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 86.461 | 0,89 | 37.766 | -9,67 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 145.267 | 4,07 | 63.451 | -6,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.589.188 | 0,79 | 694.277 | -9,75 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 3.789 | 1,28 | 1.655 | -9,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 67.500 | 30,56 | 29.483 | 16,89 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.117 | 385,86 | 2.672 | 335,02 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 27.164 | 6,37 | 12 | -8,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 80.600 | 201,87 | 35.205 | 170,29 | |||
| 2026-04-21 | 13F | Parker Financial LLC | 65.839 | 2,15 | 28.697 | -8,74 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 12.916 | 1,87 | 5.642 | -8,80 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 18.037 | 1,74 | 7.878 | -8,90 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 23 | 10 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 3.474 | 1,88 | 1.517 | -8,78 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 82.239 | 1,96 | 35.921 | -8,71 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 20.143 | 18,09 | 8.798 | 6,09 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 15.733 | 6.872 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 28.332 | 2,29 | 12.375 | -8,42 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 10.500 | 4.586 | ||||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 592 | 3,86 | 259 | -7,19 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 10.425 | 0,68 | 4.554 | -9,86 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 2.515 | 4,23 | 933 | -20,82 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 1.343 | 35,52 | 587 | 21,33 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.860 | 5,72 | 2.123 | -5,35 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.590 | 4,44 | 1.131 | -6,45 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 17.161 | 2,49 | 7.496 | -8,23 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 345.470 | 11,71 | 150.898 | 0,01 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1.043 | 14,49 | 456 | 2,48 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 15 | 7 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 4.177 | 18,23 | 1.824 | 5,86 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.207 | 8,25 | 527 | -2,95 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 107.438 | 1,61 | 53.066 | 2,87 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1.460 | 0,14 | 637 | -10,41 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 6.540 | 575,62 | 545 | 15,25 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6.564 | 2,13 | 2.867 | -8,58 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 8.850 | 0,28 | 3.866 | -10,22 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 42.177 | 4,16 | 18.422 | -6,74 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 8.212 | 240,32 | 3.587 | 204,67 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 491 | 0,20 | 214 | -10,46 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 237.008 | 5,80 | 103.522 | -5,28 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 90.337 | 4,81 | 39.458 | -6,16 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 6.952 | 467,51 | 604 | 12,50 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 12.865 | 6,07 | 5.620 | -5,04 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 1.148 | 0,17 | 501 | -10,38 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 56.673 | 4,97 | 24.754 | -6,02 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 3.891 | 0,08 | 1.700 | -10,39 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 71.341 | 18,53 | 31.161 | 6,12 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 67.777 | 3,48 | 29.604 | -7,35 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 662 | 16,75 | 289 | 4,71 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 2.872 | 2,32 | 1.254 | -8,40 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 2.497.362 | 0,62 | 1.090.823 | -9,91 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1.110 | 485 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 139.449 | 23,26 | 60.910 | 10,36 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 14.884 | 0,30 | 6.501 | -10,19 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 33.666 | 7,53 | 14.705 | -3,73 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 32.708 | 509,77 | 2.715 | 3,71 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 72.580 | 0,46 | 31.702 | -10,06 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.483 | 0,27 | 1.958 | -10,27 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 660 | 288 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 272.288 | 3,87 | 118.933 | -7,01 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 477 | 208 | ||||||
| 2026-04-16 | 13F | Baugh & Associates, LLC | 663 | 290 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.153 | 629,86 | 1.377 | 555,71 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 14.925 | 0,50 | 6.519 | -10,02 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 3.109 | 2,44 | 1.358 | -8,24 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 65.142 | 5,12 | 28.454 | -5,89 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.142 | 4,18 | 936 | -6,69 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 5.323 | 26,80 | 2.325 | 13,58 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 301 | 0,33 | 0 | |||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 38.983 | 646,09 | 3.242 | 27,19 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.790 | 782 | ||||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 3.301 | 0,06 | 1.442 | -10,44 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 780 | 54,15 | 341 | 38,21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.204.403 | 2,10 | 526.071 | -8,58 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 20.977 | 10,23 | 9.162 | -1,30 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 719.053 | 7,94 | 314.075 | -3,36 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 1.971 | 56,55 | 861 | 40,07 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.850 | 1,53 | 1.245 | -9,13 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4.163 | 149,13 | 1.818 | 123,07 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 20.840 | 1,05 | 9.103 | -9,53 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 5.013 | 1,46 | 2.190 | -9,17 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 183.782 | 4,97 | 89.410 | 3,68 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 474 | 4,64 | 207 | -6,79 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 3.733 | 55,28 | 1.631 | 39,08 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 1.011 | 5,42 | 441 | -5,57 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 736 | 338 | ||||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 1.462 | 639 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18.299 | 57,57 | 7.993 | 41,08 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 4.866 | 2.125 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 24.343 | 506,91 | 2.013 | 2,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 54.271 | 83,37 | 23.705 | 62,61 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.998 | 9,94 | 1.259 | -5,34 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1.547 | 676 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 18.373 | 22,23 | 8.025 | 9,44 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 976 | 0,83 | 429 | -8,72 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 41.799 | 4,02 | 20.392 | 5,81 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 72.804 | 54,23 | 31.800 | 38,09 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 603 | 9,04 | 263 | -1,13 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 3.640 | 1,42 | 1.590 | -9,20 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 852 | 0,12 | 372 | -10,36 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 4.499 | 96,72 | 1.965 | 76,23 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8.325 | 3,04 | 3.636 | -7,74 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1.830 | 7,21 | 799 | -3,97 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.568 | 0,94 | 1.122 | -9,67 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 3.051 | 0,07 | 1.333 | -10,42 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 894 | 5,42 | 390 | -5,57 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2.006 | 0,10 | 876 | -10,34 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 5.783 | 0,09 | 2.526 | -10,40 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 933 | 12,27 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 3.816 | 33,10 | 1.667 | 19,17 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 330 | 144 | ||||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 906 | 5,47 | 396 | -5,73 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 4.755 | 2,61 | 2.077 | -8,14 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 16.009 | 47,17 | 6.990 | 31,74 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 1.480 | 646 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 610 | 262 | ||||||
| 2026-04-13 | 13F | Trust Co | 136.214 | 2,97 | 59.497 | -7,81 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.772 | 4,17 | 774 | -6,75 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 648 | 48,28 | 283 | 32,86 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 246.527 | 1,32 | 107.681 | -9,29 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 19.380 | 28,20 | 8.465 | 14,78 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.869 | 2.425,68 | 816 | 2.166,67 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 793 | 346 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 16.261 | 1,88 | 7.102 | -8,78 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 880 | 384 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33.367 | 0,28 | 14.575 | -10,21 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 1.226 | 0,08 | 535 | -10,39 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 631 | 3,61 | 276 | -7,41 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 67.226 | 0,16 | 29.364 | -10,32 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 474 | 207 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 725 | -10,51 | |||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2.644 | 8,05 | 1.155 | -3,27 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 2.078 | 908 | ||||||
| 2026-04-22 | 13F | Penney Financial, LLC | 607 | 16,96 | 265 | 4,74 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 13.190 | 0,35 | 6 | -99,90 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 10.056 | 11,31 | 4.392 | -0,36 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 15.913 | 1,82 | 6.951 | -8,84 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 407 | 35,67 | 178 | 21,23 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 1.351 | 0,07 | 590 | -10,33 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 66.419 | 2,68 | 29.011 | -8,07 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.278 | 280,36 | 105 | -33,54 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 2.105 | 12,57 | 920 | 0,77 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.225 | 12,49 | 972 | 0,73 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 18.656 | 6,12 | 8.149 | -4,99 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.216 | 13,12 | 968 | 1,36 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 1.443 | 0,07 | 630 | -10,38 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 1.563 | 1,63 | 683 | -9,07 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 10.325 | 106,13 | 4.510 | 84,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 58.508 | 25,37 | 25.556 | 12,25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 65.882 | 12,90 | 29.091 | 2,18 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 1.099 | 480 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 65.765 | 3,48 | 28.726 | -7,35 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 4.021 | 500,15 | 336 | 5,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 44.999 | 21,93 | 19.655 | 9,17 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 200 | 87 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 1.624 | 0,50 | 709 | -10,03 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 47.022 | 4,62 | 20.539 | -6,33 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 51.806 | 1,69 | 22.628 | -8,96 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 80.808 | 5,46 | 35.296 | -5,58 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 565 | 0,18 | 269 | 1,51 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 241.167 | 5,53 | 105.339 | -5,52 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 48.026 | 0,58 | 20.977 | -9,95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 120.300 | 130,90 | 52.546 | 106,73 | |||
| 2026-04-15 | 13F | Mogy Joel R Investment Counsel Inc | 4.333 | 22,57 | 1.893 | 9,74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 92.133 | 3,14 | 40.243 | -7,66 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 5.683 | 6,11 | 2.482 | -4,98 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3.484 | 1.522 | ||||||
| 2026-05-12 | 13F | Athena Investment Management | 3.843 | 7,77 | 1.679 | -3,51 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 826 | 2,48 | 361 | -8,40 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 538.579 | 5,02 | 235 | -6,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 114 | 245,45 | 50 | 206,25 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 2.361 | 1.152 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 2.628 | 0,11 | 1.148 | -10,38 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 50.853 | 5,17 | 22.212 | -5,85 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 55.174 | 35,93 | 24.100 | 21,70 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 18.166 | 14,97 | 7.935 | 2,93 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 1.766 | 14,53 | 771 | 2,53 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2.416 | 0,21 | 1.055 | -10,29 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 173.915 | 75.964 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 3.706 | 1,76 | 1.619 | -8,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3.109 | 12,28 | 1.373 | 2,16 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 1.038 | 17,42 | 454 | 5,10 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 1.556 | 759 | ||||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.535 | 0,99 | 671 | -9,58 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 46.591 | 4,91 | 20.350 | -6,07 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 18.583 | 2,80 | 8.117 | -7,97 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.608 | 41,57 | 8.552 | 40,94 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3.148 | 1.375 | ||||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8.988 | 2,97 | 3.926 | -7,82 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.645 | 9,92 | 1.592 | -1,61 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 79.321 | 0,15 | 34.647 | -10,34 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 536 | 0,56 | 234 | -10,00 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.060 | 16,65 | 1.005 | 18,54 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 9.497 | 5,84 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1.655 | 4,28 | 723 | -6,72 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 65.117 | 788,61 | 28.442 | 695,58 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 955 | 30,46 | 417 | 16,81 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 274 | -10,46 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 4.300 | 0,05 | 1.878 | -10,40 | ||||
| 2026-04-24 | 13F | United Community Bank | 10.118 | 41,95 | 4.419 | 27,09 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 93.054 | 1,75 | 40.645 | -8,90 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 6.550 | 3,48 | 2.861 | -7,35 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 2.617 | 0,11 | 1.143 | -10,35 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 62.106 | 5,16 | 27.127 | -5,84 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 2.252 | 174,97 | 984 | 146,37 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 47.563 | 16,60 | 20.775 | 4,39 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 1.560 | 0,13 | 681 | -9,92 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 1.344 | 0,15 | 587 | -10,24 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 248.021 | 3,25 | 108.333 | -7,56 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 117.062 | 3,29 | 51.132 | -7,52 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 30.533 | 4,87 | 13.337 | -6,10 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 9.003 | 12,02 | 3.933 | 0,28 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 3.353 | 13,32 | 1.465 | 1,46 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1.354 | 25,14 | 591 | 14,09 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 203 | 17,34 | 89 | 4,76 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 140 | 460,00 | 61 | 408,33 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.815 | 12,38 | 1.229 | 1,32 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 3.427 | 12,92 | 1.497 | 1,08 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 30.792 | 3,11 | 13.450 | -7,68 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 1.868 | 0,76 | 816 | -9,73 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 284.069 | 16,79 | 124.078 | 4,56 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4.091 | 0,12 | 1.787 | -10,39 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 60.936 | 2,78 | 26.616 | -7,98 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 500 | 218 | |||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 10.220 | 1,21 | 4.464 | -9,38 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.068.786 | 8,09 | 2.650.785 | -3,22 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 264.722 | 11,05 | 115.628 | -0,57 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 23.599 | 6,31 | 10.308 | -4,82 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 25.104 | 741,01 | 2.080 | 42,86 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.291 | 4,64 | 1.437 | -6,32 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 1.335 | 20,16 | 583 | 12,57 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.323.256 | 0,97 | 577.940 | -9,61 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.634 | 14,19 | 714 | 2,15 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 1.988 | 0,45 | 868 | -10,05 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 24.308 | 2,70 | 10.618 | -8,05 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 2.293 | 34,57 | 1.002 | 20,46 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 519 | 10,66 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.624 | 22,67 | 1.146 | 9,88 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 7.404 | 0,15 | 3.234 | -10,34 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 164.906 | 21,78 | 72.029 | 9,03 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 6.915 | 4,87 | 3.021 | -6,09 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 17.159 | 2,00 | 7.495 | -8,68 | ||||
| 2026-04-23 | 13F | Bell Bank | 608.080 | 2,95 | 265.603 | -7,82 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.327 | 63,16 | 1.890 | 46,09 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 32.177 | 6,12 | 14.055 | -4,99 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 | 10 | ||||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 15.595 | 6.812 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 22.086 | 27,45 | 9.647 | 14,10 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 14.577 | 895,70 | 6.367 | 791,74 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 556 | 243 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 1.988 | 86,14 | 868 | 66,60 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 8 | 3 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 696.274 | 25,22 | 305.401 | 12,58 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3.631 | 0,22 | 1.586 | -10,30 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.569 | 78,16 | 1.122 | 59,60 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 1.125 | 3,40 | 491 | -7,36 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 77.560 | 1,96 | 33.877 | -8,72 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.022.942 | 3,52 | 1.754.867 | -7,45 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 221.595 | 2,01 | 96.791 | -8,67 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2.255 | 0,94 | 985 | -9,55 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 20.935 | 3.271,18 | 9.144 | 2.917,82 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 2.667 | 1.165 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 7.993 | 6,08 | 3.491 | -5,01 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 4.324 | 3,12 | 1.889 | -7,68 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 35.590 | 2,41 | 15.545 | -8,32 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 76.333 | 7,59 | 33.342 | -3,68 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 177 | 941,18 | 77 | 862,50 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 1.239 | 33,95 | 541 | 19,96 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 169.980 | 1,91 | 74.245 | -8,76 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.200 | 0,65 | 4.498 | 2,44 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 3.740 | 0,03 | 1.634 | -10,47 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 4.274 | 614,72 | 357 | 22,34 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 7.490 | 5,20 | 3.272 | -5,82 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 698 | 4,49 | 305 | -6,46 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 1.068 | 1,42 | 466 | -9,16 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.274 | 11,56 | 557 | 0,00 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 33.364 | 9,25 | 14.573 | -2,19 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 267.583 | 18,18 | 130.543 | 55,48 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 13.821 | 120,92 | 6.037 | 97,77 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 52.839 | 5,64 | 23.079 | -5,42 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 323.977 | 0,94 | 141.510 | -9,63 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 4.666 | 1,99 | 2.038 | -8,70 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 265.953 | 30,44 | 116.166 | 16,78 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 104.728 | 3,29 | 46.244 | -6,51 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2.236 | 0,27 | 977 | -10,21 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.994 | 7,93 | 1.308 | -3,40 | ||||
| 2026-05-11 | 13F | Commerce Bank | 79.085 | 30,43 | 34.544 | 16,78 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13.241 | 23,62 | 5.784 | 10,68 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 3.108 | 2,44 | 1.358 | -8,31 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 844.309 | 8,55 | 61 | -62,35 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.033 | 10,42 | 4.382 | -1,13 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 5.005 | 7,66 | 2.186 | -3,62 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 72.181 | 3,93 | 31.528 | -6,95 | ||||
| 2026-04-23 | 13F | Element Squared LLC | 4.724 | 1,99 | 2.064 | -8,72 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.319 | 207,84 | 1.889 | 176,17 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 14.894 | 2,74 | 6.506 | -8,02 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 192.097 | 1,41 | 93.716 | 3,16 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 83.070 | 651,36 | 7.214 | 39,25 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.940 | 1,21 | 2.158 | -9,37 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 24.081 | 11.034 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 40.603 | 17.735 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 17.212 | 87,94 | 7.518 | 68,30 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 16.069 | 69,72 | 7.019 | 69,13 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.657 | 0,06 | 724 | -10,41 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 879 | 3,41 | 384 | -7,49 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 566 | 247 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 986.756 | 0,56 | 431.005 | -9,96 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 27.852 | 9,24 | 12.166 | -2,19 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 17.222 | 19,27 | 7.522 | 6,79 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 14.941 | 10,36 | 6.526 | -1,21 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 802 | 0,75 | 350 | -9,79 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 632.054 | 10,05 | 276.075 | -1,47 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 6.596 | 132,34 | 2.881 | 108,01 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 27.225 | 13,82 | 11.892 | 1,90 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 802 | 350 | ||||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.188 | 36,65 | 1.392 | 22,32 | ||||
| 2026-05-04 | 13F | TrustBank | 290 | 127 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.013 | 132,87 | 442 | 108,49 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 350 | 153 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 131.782 | 3,67 | 57.561 | -7,19 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 13.654 | 112,02 | 5.964 | 88,05 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.998 | 298,01 | 873 | 254,47 | ||||
| 2026-04-10 | 13F | Novem Group | 37.927 | 1,34 | 16.566 | -9,27 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 79.462 | 8,58 | 34.708 | -2,78 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 111.641 | 151,40 | 48.764 | 125,08 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.133 | 48,06 | 3.553 | 32,59 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 18.663 | 2,08 | 8.152 | -8,61 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 554.536 | 2,25 | 242.219 | -8,46 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 33.319 | 14,68 | 14.553 | 2,67 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 2.354 | 0,26 | 1.028 | -10,22 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 19.025 | 4,83 | 8.310 | -6,14 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 949 | 4,98 | 414 | -5,91 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 16.095 | 7.030 | ||||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 31.720 | 3,45 | 13.855 | -7,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 613.960 | 17,60 | 268.172 | 5,29 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 3.775 | 5,59 | 1.649 | -5,50 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 41.589 | 0,78 | 18.166 | -9,77 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 1.542 | 181,39 | 674 | 152,06 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 652 | 7,41 | 285 | -4,05 | ||||
| 2026-05-18 | 13F | Systematic Alpha Investments, LLC | 784.030 | 500,00 | 57.076 | -10,47 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 1.072 | 6,45 | 468 | -5,26 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 1.530 | 2,34 | 668 | -8,37 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 614.604 | 3,66 | 268.453 | -7,19 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5.869 | 485 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 70 | 31 | ||||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 23.124 | 1,61 | 10.100 | -9,03 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3.827 | 0,24 | 1.700 | -8,41 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.138 | 10,40 | 4.865 | -1,16 | ||||
| 2026-04-20 | 13F | City State Bank | 12.609 | 9,87 | 5.507 | -1,63 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 11.453 | 0,25 | 5.003 | -10,25 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 458 | 200 | ||||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 19.928 | 4,92 | 8.704 | -6,07 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 70.982 | 5,95 | 31.004 | -5,14 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 4.279 | 1,49 | 1.869 | -9,14 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 18.046 | 2,49 | 7.882 | -8,23 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 656.256 | 7,50 | 286.646 | -3,75 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 76.443 | 9,14 | 33.390 | -2,29 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 74.409 | 1,21 | 32.501 | -9,39 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.073 | 8,60 | 469 | -2,90 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 4.375 | 1,34 | 1.911 | -9,26 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 1.784 | 0,62 | 779 | -9,94 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 49 | 21 | ||||||
| 2026-05-13 | 13F | LM Advisors LLC | 226 | 1 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 992 | 0,10 | 434 | -10,35 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 93.384 | 2,87 | 40.789 | -7,90 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 2.132 | 1,38 | 155 | -84,88 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 904.105 | 9,23 | 394.904 | -2,20 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.014 | 0,60 | 483 | -1,02 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 908 | 399 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11.098 | 9,35 | 4.848 | -2,10 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 10.077 | 2,81 | 4.402 | -7,97 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5.718 | 26,31 | 2.498 | 13,09 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 69.558 | 499,07 | 6.040 | 6,24 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 1.863 | 0,11 | 814 | -10,36 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 3.152 | 32,44 | 1.377 | 18,52 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 787 | 6,35 | 344 | -4,99 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 6.071 | 0,08 | 2.652 | -9,24 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 19.396 | 8,81 | 8.472 | -2,59 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11.015 | 69,70 | 4.811 | 51,96 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11.940 | 3,58 | 5.215 | -7,26 | ||||
| 2026-05-12 | 13F | KilterHowling LLC | 2.878 | 0,10 | 1.257 | -10,34 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.298.549 | 8,21 | 1.003.983 | -3,11 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.547 | 67,06 | 676 | 49,67 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 199.494 | 1,64 | 87.137 | -9,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 35.438 | 0,40 | 15.479 | -10,11 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 2.641 | 3,20 | 1.154 | -7,61 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1.449 | 3,57 | 633 | -7,33 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 17.041 | 2,37 | 7.582 | -7,28 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.383 | 12,49 | 3.661 | 0,72 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 9.617 | 5,75 | 4.201 | -5,32 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 205 | 89 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 46.499 | 0,15 | 20.310 | -10,33 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 7.608 | 9,29 | 3.323 | -2,12 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 623 | 0,65 | 272 | -9,63 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 518 | 3,19 | 226 | -7,38 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 2.586 | 500,00 | 216 | 1,90 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8.026 | 15,38 | 3.506 | 3,30 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 22.297 | 284,83 | 9.812 | 247,17 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 2.558 | 7,21 | 1.117 | -4,04 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 8.292 | 100,00 | 3.925 | 94,11 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 7.870 | 1,34 | 3.437 | -9,27 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 944 | 84,38 | 412 | 65,46 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.880 | 6,39 | 1.695 | -4,78 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8.610 | -13,90 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 6.016 | 69,32 | 2.628 | 51,59 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.271 | 760,23 | 191 | 48,06 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 4.178 | 17,33 | 1.825 | 5,01 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 834 | 0,24 | 364 | -10,59 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 964 | 421 | ||||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 27.726 | 462,74 | 2.302 | -3,92 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 498.438 | 973,23 | 43.145 | 90,42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 25.019 | 7,76 | 10.929 | -3,52 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 368 | 1.740,00 | 161 | 1.677,78 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.586 | 3,07 | 1.130 | -7,76 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 24.284 | 16,25 | 10.607 | 4,08 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2.220 | 7,82 | 970 | -3,49 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 498 | 24,50 | 218 | 11,28 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 2.333 | 6,63 | 1.019 | -4,50 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 14.888 | 7,82 | 6.503 | -3,47 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 760 | 7,65 | 332 | -3,78 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4.146 | 22,26 | 1.811 | 9,43 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 32.328 | 7,17 | 14.121 | -4,05 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 3.165 | 16,83 | 1.383 | 4,62 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 236.120 | 3,37 | 103.135 | -7,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 141.282 | 0,77 | 61.711 | -9,78 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 814 | 65,11 | 356 | 47,92 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 110 | 54 | ||||||
| 2026-04-13 | 13F | Advocate Group Llc | 3.654 | 0,14 | 1.596 | -10,34 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.030 | 10,69 | 11 | -9,09 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 758 | 24,06 | 331 | 11,07 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 1.787 | 0,34 | 781 | -10,14 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 18.813 | 48,19 | 8.217 | 32,68 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 21.578 | 1,51 | 9 | -10,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 53.956 | 22,64 | 22.662 | 4,76 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.855 | 2,09 | 810 | -8,58 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2.652 | 0,15 | 1.158 | -10,30 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 1.275 | 557 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 641.405 | 2,61 | 280.159 | -8,13 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 160 | 70 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 25.937 | 4,87 | 11 | -8,33 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 122.819 | 0,31 | 53.646 | -10,19 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5.129 | 0,23 | 2.240 | -10,26 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.095 | 12,03 | 915 | 0,33 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 919 | 64,70 | 401 | 47,43 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 31.574 | 13.791 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 65.510 | 5,99 | 28.614 | -5,11 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.500 | 36,13 | 5.897 | 21,87 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.201 | 1,69 | 525 | -9,03 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 66.196 | 0,31 | 28.914 | -10,19 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.226 | 25,83 | 2.720 | 12,68 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.485.080 | 518,92 | 617.699 | -7,65 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 19.805 | 9,81 | 4.082 | -4,43 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 325.657 | 14,45 | 142.244 | 2,47 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 814 | 356 | ||||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 1.599 | 7,46 | 698 | -3,72 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 4.614 | 1,72 | 2.015 | -8,91 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 8.399 | 0,11 | 3.668 | -10,38 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 26.061 | 1.124,10 | 2.281 | 119,54 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.507 | 0,74 | 658 | -9,74 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 42.822 | 12,59 | 18.704 | 0,80 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.880 | 11,77 | 4.752 | 0,08 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 1.755 | 1,21 | 767 | -9,46 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 96.062 | 3,06 | 41.954 | -7,74 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 17.838 | 0,83 | 7.791 | -9,73 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 111.283 | 533,95 | 9.291 | 8,50 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 182.061 | 497,96 | 15.156 | 1,38 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 24.754 | 5,85 | 10.812 | -5,22 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 22.207 | 0,19 | 9.700 | -10,30 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 564 | 246 | ||||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 409.574 | 28,92 | 178.898 | 15,42 | ||||
| 2026-05-14 | 13F | Betterment LLC | 321.772 | 2,20 | 141 | -8,50 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 767 | 335 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1.473 | 18,98 | 643 | 6,46 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 673 | 328 | ||||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 84.373 | 1,58 | 38.907 | -3,99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 67.546 | 5,46 | 29.503 | -5,58 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 698.101 | 0,92 | 304.923 | -9,64 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 3.665 | 0,55 | 1.601 | -10,01 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 400 | 175 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.651.263 | 5,40 | 1.594.835 | -5,63 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 27.100 | 502,76 | 2.254 | 3,21 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.696.213 | 13,59 | 3.798.419 | 1,70 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.898.195 | 3,59 | 829.105 | -7,25 | ||||
| 2026-01-29 | 13F | Comerica Bank | 135.476 | 0,97 | 66.093 | 2,71 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 5.316 | 11,85 | 2.322 | 0,13 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 447 | 218 | ||||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 887 | 17,80 | 388 | 5,45 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 22.253 | 1.178,91 | 9.720 | 1.046,11 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 25.351 | 2,85 | 11.073 | -7,91 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 875 | 1,16 | 382 | -9,26 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.552 | 78,39 | 678 | 59,67 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 621 | 8,76 | 230 | -17,27 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 6.569 | 90,74 | 2.869 | 70,77 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 935 | 0,97 | 408 | -9,53 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 38.530 | 2,68 | 16.829 | -8,07 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 12.387 | 28,30 | 5.411 | 14,86 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 503 | 220 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 1.257 | 12,03 | 549 | 0,37 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 1.942 | 21,76 | 848 | 9,00 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 676 | 295 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 80.963 | 2,35 | 35.357 | -8,39 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.349 | 402,77 | 1.899 | 350,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 426.934 | 4,28 | 186.481 | -6,63 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 18.376 | 0,43 | 8.026 | -10,08 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.259 | 20,13 | 1.424 | 7,56 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 1.232 | 0,41 | 1 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 54.648.818 | 14,14 | 23.870.057 | 2,19 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 19.806 | 395,77 | 8.651 | 343,87 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 74.750 | 82,30 | 36.920 | 84,57 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 3.629 | 4,76 | 1.585 | -6,16 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 562 | 24,61 | 245 | 11,36 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 607 | 8,01 | 265 | -3,28 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 68.077 | 0,90 | 29.735 | -9,66 | ||||
| 2026-05-11 | 13F | Allianz Se | 285 | 4,78 | 21 | -84,85 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 33.581 | 7,48 | 14.668 | -3,78 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 24.811 | 0,99 | 12.221 | 6,16 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 3.510 | 500,00 | 292 | 2,11 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 20.488 | 310,50 | 1.836 | -24,36 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 98.383 | 43,56 | 42.988 | 28,56 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 23.223 | 0,03 | 10.144 | -10,44 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 197.160 | 121,21 | 86.117 | 98,05 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 1.979 | 11,74 | 864 | 0,12 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 1.092 | 57,12 | 477 | 40,41 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 7.279 | 148,35 | 3.180 | 122,31 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 46.248 | 4,22 | 20.200 | -6,69 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 444 | 1,14 | 194 | -9,81 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 14.628 | 0,02 | 6.389 | -10,44 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 3.511 | 0,06 | 1.534 | -10,40 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 2.775 | 58,21 | 1.212 | 41,75 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 1.958 | 188,79 | 855 | 159,09 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 5.055 | 0,02 | 2.208 | -10,47 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 991 | 0,10 | 433 | -10,56 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1.618 | 707 | ||||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 33.194 | 8,24 | 14.499 | -3,20 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 734 | 4,56 | 321 | -6,43 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 849 | 11,42 | 371 | -0,27 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 1.730 | 1,70 | 727 | -12,42 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 20.184 | 0,07 | 8.816 | -10,40 | ||||
| 2026-04-28 | 13F | Cohen Investment Advisors LLC | 3.329 | 5,82 | 1.454 | -5,22 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.020 | 6,00 | 2.193 | -5,11 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 977 | 427 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 4.356 | 0,11 | 1.903 | -10,37 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 163.962 | 1,04 | 71.617 | -9,54 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 4.456 | 0,59 | 1.946 | -9,95 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 2.990 | 9,52 | 1.306 | -1,95 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.226 | 0,60 | 1.866 | -8,93 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 1.988 | 868 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 427 | 0,23 | 186 | -10,14 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 805 | 20,69 | 352 | 8,00 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 745 | 325 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 364.752 | 11,30 | 159 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 21.997 | 0,83 | 9.608 | -9,73 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 62.649 | 7,66 | 27.364 | -3,61 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 88.110 | 15,77 | 38.485 | 3,65 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2.432 | 99,51 | 1.062 | 78,62 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 27.072 | 0,69 | 11.825 | -9,85 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 191.754 | 1,76 | 88.115 | -4,15 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 24.090 | 41,27 | 10.522 | 26,48 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.641 | 22,16 | 1.154 | 9,39 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 12.010 | 389,80 | 5.246 | 338,55 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 19.075 | 12,71 | 8.332 | 0,91 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 5.700 | 103,57 | 2.490 | 82,21 | |||
| 2026-04-13 | 13F | Enclave Advisors LLC | 43.134 | 9,07 | 18.841 | -2,35 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 641 | 280 | ||||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 1.195 | 0,17 | 522 | -10,48 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 455 | 12,35 | 199 | 0,51 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 39.825 | 0,72 | 17.395 | -9,83 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 849 | 13,65 | 371 | 1,65 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 11.557 | 0,74 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.668 | 15,03 | 729 | 2,97 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 6.373 | 18,99 | 2.784 | 6,55 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.010 | 14,92 | 3.062 | 2,89 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.200 | 101,47 | 961 | 80,45 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 1.435 | 35,51 | 603 | 15,77 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 1.601 | 0,44 | 699 | -10,04 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 36.765 | 1,60 | 16.059 | -9,04 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 96.720 | 6,05 | 42.246 | -5,51 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 1.136 | 1,88 | 496 | -8,66 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 8.518 | 5,46 | 3.721 | -5,58 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 97.846 | 2,63 | 42.738 | -8,11 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 6.212 | 8,36 | 2.713 | -2,97 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6.328 | 0,73 | 2.764 | -9,79 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 423.091 | 2,33 | 184.802 | -8,38 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3.671 | 11,07 | 1.603 | -0,56 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 24.210 | 0,72 | 10.575 | -9,83 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 495 | 12,50 | 216 | 0,93 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 46.857 | 0,29 | 20.467 | -10,21 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 706.264 | 23,81 | 340.715 | 24,51 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 147.345 | 2,51 | 64.359 | -8,22 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 2.549 | 12,09 | 1.113 | 0,36 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 2.418 | 5,22 | 1.056 | -5,80 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 365.669 | 89,67 | 159.720 | 69,81 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 221.095 | 11,29 | 96.572 | -0,36 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 8.127 | 2,81 | 3.550 | -7,96 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 16.819 | 20,18 | 7.346 | 7,60 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.734 | 36,59 | 2.942 | 22,29 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 149.896 | 20,32 | 65.475 | 7,73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 706.880 | 19,47 | 308.759 | 6,96 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 25.581 | 488,20 | 2.110 | 4,92 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.937 | 69,18 | 1.283 | 51,54 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 4.227 | 1,59 | 1.846 | -9,02 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6.573 | 3,56 | 2.871 | -7,27 | ||||
| 2026-05-15 | 13F | Cladis Investment Advisory, LLC | 1.265 | 0,40 | 553 | -10,10 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 914 | 2,93 | 399 | -7,85 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 1.232 | 54,19 | 522 | 34,54 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 24.106 | 9,82 | 10.529 | -1,68 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 287 | 125 | ||||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 479 | 3,90 | 209 | -7,11 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.084 | 4,30 | 910 | -6,57 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 2.021 | 4,61 | 883 | -6,37 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 9.996 | 1,77 | 4.366 | -8,87 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 677 | 296 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 8.555 | 10,84 | 3.737 | -0,77 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 63.641 | 6,45 | 27.799 | -4,69 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 36.128 | 7,16 | 15.780 | -4,06 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 1.604 | 1,33 | 701 | -9,33 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 68.348 | 16,84 | 29.854 | 4,60 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 3.798 | 2,18 | 1.659 | -9,00 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 64.812 | 3,06 | 28.309 | -7,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3.756 | 3,59 | 1.641 | -7,24 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1.101 | 51,03 | 481 | 35,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 52.307 | 13,70 | 21.016 | -4,75 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 906 | 20,96 | 396 | 8,22 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 43.789 | 26,40 | 19.126 | 13,17 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 1.566 | 14,64 | 684 | 2,70 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 1.386 | 231,58 | 605 | 196,57 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1.211 | 121,39 | 529 | 98,50 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 2.352 | 6,67 | 1.027 | -4,47 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 57.102 | 45,80 | 24.942 | 30,54 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 79.840 | 8,30 | 34.873 | -3,03 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.427 | 1,01 | 3.244 | -9,56 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 416 | 264,91 | 182 | 229,09 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 489.387 | 0,32 | 213.759 | -10,18 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 31.773 | 13,20 | 13.878 | 1,35 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.594 | 5,55 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4.829 | 56,63 | 2.020 | 34,24 | ||||
| 2026-05-04 | 13F | Nwam Llc | 87.022 | 1,48 | 38.011 | -9,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 653.482 | 1,54 | 285.434 | 91.092,97 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 466 | 227 | ||||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 12.021 | 102,10 | 5.251 | 80,97 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 12.178 | 18,42 | 5.319 | 6,02 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 6.158 | 86,10 | 2.690 | 66,60 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 110.636 | 395,53 | 9.187 | -13,35 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 993 | 434 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.704 | 0,05 | 1.618 | -10,47 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 39.388 | 1,89 | 17.204 | -8,78 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.038 | 6,86 | 1.482 | 8,73 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 1.128 | 0,09 | 493 | -10,55 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 21.708 | 9,29 | 9.482 | -2,16 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1.146 | 4,47 | 501 | -6,54 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 6.730 | 239,21 | 2.940 | 203,93 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 3.793 | 1.657 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 5.752 | 17,77 | 2.512 | 5,46 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 30.790 | 1,64 | 13.449 | -9,00 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 1.509 | 0,07 | 659 | -10,34 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 962 | 7,85 | 420 | -3,45 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.353 | 132,74 | 3.649 | 108,46 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 7.190 | 0,60 | 3.141 | -9,93 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8.578 | 3.747 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4.824 | 2,44 | 2.107 | -8,27 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 1.640 | 500,73 | 138 | 3,76 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.189 | 2,97 | 4.014 | -7,81 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 1.562 | 3,31 | 682 | -7,46 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.016 | 12,76 | 495 | 76,79 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 575 | 251 | ||||||
| 2026-05-11 | 13F | Clarendon Private LLC | 4.458 | 0,11 | 1.947 | -10,36 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 8.275 | 2,40 | 3.615 | -8,32 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1.040.017 | 2,36 | 454.261 | -9,07 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 748 | 31,92 | 327 | 18,12 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 1.153.860 | 6,06 | 503.995 | -5,04 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 7.409 | 2,19 | 3.236 | -8,48 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 54.710 | 8,53 | 23.897 | -2,83 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 55.754 | 12,08 | 24.353 | 101.366,67 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 728 | 0,14 | 318 | -10,45 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 1.511 | 0,07 | 667 | -9,37 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 1.370 | 12,20 | 599 | 0,50 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2.262 | 1,43 | 988 | -9,11 | ||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 632 | 565,26 | 276 | 500,00 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 5.393 | 11,49 | 2.355 | -0,17 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 580 | 0,17 | 253 | -10,28 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 15.308 | 0,08 | 6.687 | -10,40 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 15.523 | 23,15 | 6.520 | 5,20 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 2.917 | 1.274 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 1.559 | 0,06 | 681 | -10,28 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 485 | 0,21 | 212 | -10,59 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 3.198 | 50,14 | 1.397 | 34,36 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 6.802 | 1,21 | 2.971 | -9,40 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 1.008 | 12,00 | 440 | 0,23 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.934 | 1,15 | 845 | -9,44 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 606 | 0,66 | 265 | -9,90 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 36.925 | 2.265,47 | 16.128 | 2.019,32 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 12.199 | 11,26 | 5.328 | -0,37 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 48.271 | 3,43 | 21.084 | -7,40 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 6.199 | 9,58 | 2.708 | -1,88 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 535 | 12,87 | 234 | 0,87 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 59.931 | 7,20 | 26.177 | -4,02 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 14.714 | 18,87 | 7.015 | 16,16 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8.775 | 4,74 | 3.833 | -6,24 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 24.821 | 1,33 | 10.842 | -9,28 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 79 | 46,30 | 35 | 30,77 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 2.157 | 88,88 | 942 | 69,12 | ||||
| 2026-04-27 | 13F | Cumberland Advisors Inc | 18.253 | 0,27 | 7.973 | -10,23 | ||||
| 2026-04-28 | 13F | Journey Beyond Wealth, LLC | 14.036 | 2,82 | 6.131 | -7,94 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 31.985 | 1,44 | 13.971 | -9,18 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 1.607 | 0,12 | 702 | -10,47 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.933 | 0,56 | 3.902 | -9,97 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 7.425 | 0,36 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 618 | 20,00 | 270 | 7,57 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 43.015 | 14,44 | 18.788 | 2,45 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 2.398 | 2,92 | 1.048 | -6,27 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 136.346 | 1,74 | 59.554 | -8,91 | ||||
| 2026-05-11 | 13F | Easterly Investment Partners Llc | 17.298 | 376,14 | 1.259 | -28,95 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 1.000 | 2,46 | 437 | -8,40 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 6.933 | 0,23 | 3.028 | -10,25 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 267.987 | 4,18 | 117.054 | -6,72 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 2.393 | 4,04 | 1.045 | -6,86 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 4.526 | 3,05 | 1.977 | -7,75 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 48.411 | 0,11 | 21.146 | -10,38 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5.013 | 2,73 | 2.190 | -8,03 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 10.548 | 37,08 | 4.607 | 22,72 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 251 | 110 | ||||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 60.967 | 3,89 | 26.630 | -6,98 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 91 | 2.591 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.443 | 56,85 | 1 | |||||
| 2026-04-10 | 13F | Oak Root LLC | 50.403 | 8,46 | 22.016 | -2,89 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.872 | 4.312 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 12.446 | 2,05 | 5.436 | -8,64 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 111 | 48 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 49.056 | 4,08 | 21.427 | -6,81 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 224.007 | 144,86 | 97.844 | 119,23 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 18.030 | 7.647 | ||||||
| 2026-05-07 | 13F | Next Capital Management LLC | 5.067 | 2,53 | 2.213 | -8,21 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 3.649 | 1,84 | 1.620 | -6,79 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 91.809 | 4,97 | 40.101 | -6,02 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 136.910 | 1,28 | 59.801 | -9,32 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 1.777 | 2,24 | 776 | -8,49 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 3.433 | 3,16 | 1.500 | -7,64 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 26.938 | 223,42 | 11.766 | 189,59 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 46.349 | 4,71 | 20.245 | -6,25 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 20.129 | 21,34 | 8.796 | 8,63 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 7.619 | 0,93 | 3.328 | -9,64 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2.943 | 17,16 | 1.285 | 9,18 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.427.080 | 2,40 | 1.933.704 | -8,32 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 42.871 | 7,93 | 18.726 | -3,37 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 20.649 | 3,35 | 9.019 | -7,47 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 13.893 | 0,30 | 6.068 | 12,37 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 26.523 | 27,64 | 11.659 | 15,01 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 13.136 | 19,43 | 5.738 | 6,93 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 11.418 | 1,12 | 4.987 | -9,46 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 5.986 | 1,77 | 2.615 | -8,60 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 20.329 | 12,43 | 8.880 | 0,66 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.518 | 0,18 | 1.973 | -10,32 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 32.705 | 4,26 | 14.285 | -6,65 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 1.549 | 2,92 | 677 | -7,90 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 745 | 17,32 | 325 | 5,18 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 16.460 | 5,33 | 7.190 | -5,69 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.065 | 68,89 | 2.212 | 51,20 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 20.106 | 0,63 | 8.782 | -9,90 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 1.424 | 4,32 | 622 | -6,62 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.661 | 2,47 | 726 | -8,23 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 4.428 | 6,78 | 1.934 | -4,40 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 2.968 | 1.296 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 34.118 | 17,98 | 14.903 | 5,63 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 662 | 1,85 | 289 | -9,15 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 579 | 0,17 | 253 | -10,64 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 19.064 | 12,54 | 8.327 | 0,75 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 471.472 | 1,53 | 205.934 | -9,10 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 16.959 | 5,70 | 7.407 | -5,37 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 122.023 | 23,83 | 53.298 | 10,87 | ||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 7.664 | 0,09 | 3.350 | -10,38 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 197.755 | 4,68 | 86.377 | -6,28 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 7.006 | 0,97 | 3.060 | -9,60 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 13.061 | 1,95 | 5.705 | -8,72 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 35.354 | 4,93 | 15.442 | -6,06 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 966 | 57,07 | 422 | 41,14 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 18.002 | 3,94 | 8 | -12,50 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 5.722 | 10,06 | 2.499 | -1,46 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 15.612 | 0,06 | 6.819 | -10,41 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 2.905 | 0,07 | 1.269 | -10,45 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 141.100 | 232,00 | 61.631 | 197,25 | |||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 1.178 | 0,51 | 515 | -9,98 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 29.026 | 884,60 | 2.501 | 79,60 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.098 | 8,56 | 1.790 | -2,82 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 35 | 15 | ||||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 641 | 3,55 | 280 | -7,31 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.249.069 | 2,81 | 982.372 | -7,95 | ||||
| 2026-04-29 | 13F | Formulate Financial Llc | 2.629 | 27,07 | 1.148 | 13,78 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 1.172 | 512 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2.867 | 15,09 | 1.252 | 3,05 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1.490 | 13,91 | 651 | 1,88 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 63 | -10,14 | ||||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 757 | 0,13 | 331 | -10,33 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 5.860 | 0,34 | 2.560 | -10,18 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 999 | 436 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 57.339 | 481,06 | 5.018 | 15,49 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 2.002 | 0,10 | 874 | -10,36 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 529 | 19,68 | 231 | 7,44 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 25.181 | 11,73 | 10.999 | 0,03 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 75.306 | 579,35 | 6.178 | 14,26 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 3.212 | 0,22 | 1.403 | -10,30 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 57.119 | 459,33 | 24.949 | 400,78 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 526.893 | 0,01 | 257.048 | 0,01 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 458 | 3,62 | 200 | -6,98 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 40.209 | 21,00 | 17.563 | 8,70 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.226.004 | 19,20 | 535.801 | 6,70 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 1.046 | 457 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 1.332 | 8,03 | 582 | -3,33 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 309.709 | 68,31 | 135.278 | 50,69 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 1.400 | 612 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 49.528 | 6,07 | 21.633 | -5,03 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 8.612 | 0,48 | 3.761 | -10,05 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 72.409 | 4,00 | 31.628 | -6,89 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 476 | 208 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 14.700 | 14,25 | 6.717 | 6,22 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.702 | 2.491 |