Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in American Century ETF Trust - Avantis Emerging Markets Equity ETF eröffnet haben, gehören Prime Capital Investment Advisors, LLC, Falcon Wealth Planning, Strategic Financial Planning, Inc., Jackson Thornton Asset Management, Llc, Buttonwood Financial Group, LLC, Sunburst Financial Group, LLC, Syntegra Private Wealth Group, LLC, HORAN Wealth, LLC, Blue Edge Capital, LLC, Verum Partners LLC, Advisor OS, LLC, Hamilton Point Investment Advisors, LLC, Ewa, Llc, Mjp Associates Inc /adv, Cornerstone Wealth Group, LLC, True North Advisors, LLC, Hudson Capital Management LLC, Riversedge Advisors, Llc, Stephens Inc /ar/, und Intentional Wealth Strategies, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Busey Wealth Management | 3.482 | 281 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 16.450 | 15,61 | 1.486 | 27,99 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 31.941 | 1.031,86 | 2.574 | 1.085,71 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 238.741 | 4,29 | 19.238 | 9,10 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.111.049 | 25,77 | 90.306 | 32,73 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 126.063 | 3,66 | 10.158 | 8,46 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 61.074 | 21,80 | 4.921 | 27,42 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 36.456 | 257,31 | 2.938 | 274,14 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 89.654 | 5,21 | 6.905 | 7,89 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 109.104 | 0,40 | 8.792 | 5,04 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6.403 | 516 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 2.946 | 237 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 318 | 26 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 12.512 | 9,92 | 1.131 | 29,00 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 139.226 | 1,79 | 11.219 | 6,49 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 56.713 | 4.570 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 10.536 | 22,38 | 1 | |||||
| 2026-04-20 | 13F | Emprise Bank | 4.577 | 28,06 | 369 | 33,82 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 29.351 | 109,87 | 2.365 | 119,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 541.262 | 17,18 | 43.614 | 22,59 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 65.223 | 5.256 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 26.313 | 9,73 | 2.120 | 14,84 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 793 | 272,30 | 64 | 293,75 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 8.009 | 21,83 | 645 | 27,47 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.719 | 219 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 812 | 86,67 | 65 | 96,97 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.067 | 26,79 | 1.134 | 32,67 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 31.267 | 23,39 | 2.811 | 44,08 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 8.618 | 16,21 | 694 | 21,54 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 61.151 | 45,84 | 4.928 | 52,59 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 23.498 | 0,76 | 1.893 | 5,40 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 1.480.792 | 16,33 | 119.322 | 21,71 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 226.497 | 18.251 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 754.863 | 54,49 | 61.136 | 64,96 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 46 | 411,11 | 4 | |||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 5.045 | 407 | ||||||
| 2026-04-28 | 13F | Libra Wealth Llc | 191.780 | 0,79 | 15.454 | 5,45 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 104.351 | 11,42 | 8.409 | 16,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.698 | 4,51 | 516 | 7,07 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 198.200 | 0,13 | 15.971 | 4,75 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 74.700 | 982,61 | 6.019 | 1.033,52 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 11.515 | 9,96 | 928 | 15,01 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5.732 | 462 | ||||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 8.329 | 0,57 | 671 | 5,34 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 174 | 0,58 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Croban | 87.450 | 3,54 | 7.046 | 8,33 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 101.429 | 12,35 | 8.173 | 17,55 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.115 | 230,99 | 815 | 246,81 | ||||
| 2026-04-22 | 13F | Vicus Capital | 7.444 | 79,94 | 600 | 88,36 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 122.890 | 6,51 | 9.903 | 11,43 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57.837 | 10,13 | 4.661 | 15,23 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 53.290 | 6,44 | 4.294 | 11,36 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 55.973 | 4.510 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13.474 | 1,96 | 1.086 | 6,69 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 51.015 | 0,38 | 4.111 | 5,01 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 36.975 | 60,87 | 3.005 | 69,77 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4.549 | 367 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 1.527.156 | 5,60 | 123.058 | 10,48 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 148.030 | 4,10 | 11.928 | 8,91 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 71.084 | 20,42 | 5.728 | 16,78 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 38.443 | 37,90 | 3.098 | 44,25 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5.530 | 446 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 58.889 | 1,24 | 4.745 | -2,19 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 394 | 33,11 | 32 | 40,91 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.376 | 594 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 29.191 | 2,88 | 2.352 | 7,64 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 13.292 | 6,00 | 1.071 | 10,98 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 5.212 | 21,75 | 420 | 27,36 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 960.152 | 12,35 | 86.327 | 31,16 | ||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 35.729 | 30,54 | 2.879 | 36,57 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 18.815.997 | 2,02 | 1.516.193 | 6,73 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 258.639 | 57,11 | 20.841 | 64,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 8.001 | 90,00 | 645 | 98,77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 150 | 31,58 | 12 | 50,00 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 26.487 | 0,75 | 2.134 | 5,43 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 99.128 | 7.988 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 5.924 | 477 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 151 | 7,86 | 12 | 20,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 27.903 | 22,60 | 2.248 | 28,31 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 13.997 | 15,03 | 1.128 | 20,28 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 3.018 | 7,71 | 243 | 13,02 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 220.279 | 3,63 | 17.750 | 8,42 | ||||
| 2026-05-07 | 13F | First National Trust Co | 47.183 | 0,08 | 3.802 | 4,74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.112.156 | 9,27 | 89.618 | 14,32 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 12.300 | 31,41 | 991 | 37,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 61.158 | 5,93 | 4.928 | 10,84 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 163 | 13 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 125.105 | 10.081 | ||||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 12.049 | 971 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 50.184 | 4.044 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.143 | 82,91 | 334 | 91,38 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 7.124 | 574 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 13.669 | 1,85 | 1.101 | 6,58 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 15.449 | 20,38 | 1.245 | 25,91 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10.991 | 12,65 | 886 | 17,84 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.393 | 877 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 111.150 | 48,10 | 8.957 | 52,60 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 111.066 | 35,41 | 8.950 | 41,67 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4.200 | 338 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 117.779 | 159,97 | 9.247 | 165,03 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 884.346 | 2,13 | 71.260 | 6,85 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 8 | 1 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 124.387 | 20,22 | 10.023 | 25,77 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 91.196 | 2,10 | 7.349 | 6,82 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 203.546 | 3,89 | 16.402 | 8,70 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 98.406 | 46,82 | 7.930 | 53,60 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 95.800 | 0,66 | 7.720 | 5,31 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3.567 | 0 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 46.196 | 3.722 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 3.805 | 43,26 | 307 | 50,00 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 12.659 | 28,70 | 1.020 | 34,74 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 576.945 | 4,99 | 46.490 | 9,84 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 46.807 | 911,17 | 3.772 | 959,27 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 11.136 | 45,89 | 897 | 52,81 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 43 | 3 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.884 | 232 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 564.241 | 6,51 | 45.467 | 11,43 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 8.069 | 48,60 | 650 | 55,50 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3.099 | 250 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3.431 | 276 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 137.310 | 4,25 | 11.064 | 9,07 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 41.586 | 29,75 | 3.203 | 33,03 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 121 | 10 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 637 | 51 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 71.177 | 9,39 | 5.735 | 14,45 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 39.347 | 40,77 | 3.171 | 47,30 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 4.042 | 42,47 | 326 | 48,40 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 18.748 | 54,25 | 1.511 | 61,32 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 212.103 | 47,17 | 17.091 | 52,97 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.027 | 8,64 | 1.291 | 13,64 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 189.270 | 397,62 | 15 | 650,00 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 3.086 | 144,53 | 249 | 155,67 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10.809 | 871 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 4.081 | 332 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 19.917 | 504,83 | 1.605 | 533,99 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 46 | 4 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 30.796 | 22,68 | 2.482 | 19,16 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.548 | 1.051,95 | 286 | 1.139,13 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 130.195 | 0,93 | 10.491 | 2,27 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 6.494 | 33,10 | 523 | 39,47 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 96.512 | 0,60 | 7.777 | 5,24 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 19.555 | 90,46 | 1.506 | 95,33 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.106 | 6,65 | 89 | 12,66 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 512.926 | 3,11 | 41.332 | 7,87 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 148.404 | 25,54 | 12.711 | 34,44 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9.455 | 6,64 | 735 | 7,77 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 48.781 | 105,27 | 3.931 | 114,75 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 491.761 | 5,71 | 39.626 | 5,09 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 14.103 | 18,53 | 1.136 | 24,02 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 2.383.157 | 1,62 | 192.035 | 6,32 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 21.442 | 16,17 | 1.728 | 21,53 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.591 | 209 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.612 | 130 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 131.317 | 5,45 | 10.582 | 10,32 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 354.608 | 51,01 | 28.574 | 57,99 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 5.647 | 0,86 | 455 | 5,57 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 11.763 | 4,23 | 948 | 8,98 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 88 | 7 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 6.895 | 29,48 | 556 | 35,37 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 37.077 | 2.988 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 192.446 | 49,15 | 15.547 | 57,70 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 248.102 | 2,26 | 19.992 | 6,99 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.250 | 59,87 | 745 | 59,19 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 49.006 | 3.774 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 722.130 | 69,17 | 58.189 | 76,99 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 29.151 | 8,88 | 2.349 | 13,87 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 61 | 5 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 24.166 | 23,34 | 1.947 | 29,03 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 6.265 | 505 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 104 | 5,05 | 8 | 14,29 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 9.118 | 17,00 | 735 | 22,33 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4.880 | 393 | ||||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 33.567 | 22,03 | 2.705 | 27,67 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 50.146 | 14,12 | 4.041 | 19,39 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 395 | 0,25 | 32 | 3,33 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.051.056 | 106,78 | 245.854 | 116,33 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 26.740 | 45,69 | 2.155 | 52,44 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 41.407 | 3.337 | ||||||
| 2026-04-14 | 13F | Plancorp, LLC | 199.131 | 0,21 | 17.117 | 11,84 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 20.456 | 25,21 | 1.648 | 31,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.413.917 | 8,16 | 109.975 | 9,22 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 616 | 50 | ||||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 2.641 | 213 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 149.597 | 55,33 | 12 | 71,43 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2.845 | 229 | ||||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 58.022 | 6,28 | 4.675 | 11,20 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 58 | 5 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 36.870 | 18,50 | 2.971 | 23,96 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9.889.366 | 2,72 | 796.885 | 7,47 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 25.679 | 21,13 | 2.069 | 26,70 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 748.163 | 25,54 | 60.810 | 32,49 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 4.025 | 324 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 130 | 10 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 320.134 | 0,79 | 25.796 | 5,44 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 77.053 | 3,98 | 6.209 | 8,78 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19.600 | 79,08 | 1.579 | 87,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 106.478 | 32,68 | 8.580 | 38,83 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3.402 | 284 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 73.734 | 1,78 | 5.942 | 6,49 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 38.283 | 3.085 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 4.262.711 | 39,91 | 335.050 | 42,78 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5.924 | 477 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 49.769 | 1.362,93 | 4.009 | |||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 140.791 | 18,07 | 11.345 | 23,52 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 809 | 1,12 | 65 | 6,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 51.440 | 41,37 | 4 | 100,00 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 4.555 | 367 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.147.859 | 48,39 | 92.495 | 55,25 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 879.709 | 38,37 | 70.887 | 44,77 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.230.166 | 82,11 | 421.429 | 90,71 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 249.088 | 20.072 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 2.158.636 | 3,98 | 173.943 | 8,78 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.200 | 323 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 3.258 | 263 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 886 | 71 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.570 | 127 | ||||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 153.015 | 3,10 | 12.330 | 7,87 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 284.682 | 14,48 | 22.940 | 19,77 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 174.623 | 14.071 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 9.976 | 4,35 | 804 | 9,10 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7.626 | 615 | ||||||
| 2026-04-24 | 13F | ERn Financial, LLC | 172.723 | 3,41 | 13.918 | 8,19 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 129.644 | 10.447 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 58.430 | 23,08 | 4.708 | 28,77 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 516 | 42 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 114.201 | 13,36 | 9.202 | 18,61 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 7.545 | 0,16 | 608 | 33,41 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 3.221 | 0,06 | 260 | 4,86 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 123.355 | 2,43 | 9.940 | 7,16 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 151.258 | 1,31 | 12.188 | 5,99 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 22.728 | 4,59 | 1.831 | 9,44 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 189.784 | 15.293 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 102.744 | 9,74 | 8.279 | 15,05 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 397 | 32 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 13.894 | 1,50 | 1.255 | 10,28 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 23.572 | 16,88 | 1.915 | 20,83 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 19.093 | 2,69 | 1.539 | 7,48 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 58.191 | 15,82 | 4.689 | 21,19 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 3.195 | 257 | ||||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 29.325 | 0,28 | 2.363 | 4,93 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 81.162 | 13,10 | 6.540 | 18,35 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 4.390 | 25.723,53 | 354 | 35.200,00 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 25.000 | 16,41 | 2.015 | 21,77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37.060 | 15,57 | 2.986 | 20,94 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 41.808 | 9,25 | 3.369 | 14,29 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 34.512 | 3.107 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 71.495 | 561,07 | 5.761 | 592,43 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.887 | 233 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 8.925 | 0,90 | 719 | 5,58 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 4.343 | 350 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 7.223 | 7,61 | 582 | 12,57 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 8.801 | 27,70 | 709 | 33,77 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 155.309 | 25,91 | 13.899 | 46,25 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 105.148 | 3,68 | 8.473 | 8,46 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 20.675 | 29,23 | 1.666 | 35,15 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 106.735 | 7,39 | 8.601 | 12,36 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 2.933 | 236 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 92.881 | 9,37 | 7.484 | 14,42 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.803 | 43,51 | 790 | 49,72 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 63.064 | 7,82 | 5.082 | 12,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 77.876 | 11,05 | 6.275 | 16,18 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 33 | 3 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 278.361 | 9,20 | 22.430 | 14,25 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 184.315 | 4,50 | 14.852 | 9,33 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 83.826 | 7,16 | 6.755 | 12,12 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 77.182 | 10,60 | 6.219 | 15,72 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 78.707 | 3,29 | 6.342 | 8,08 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 301 | 0,67 | 24 | 4,35 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 6.855 | 97,61 | 552 | 106,74 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 54.912 | 53,60 | 4.425 | 60,70 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 612 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 321.765 | 67,19 | 25.928 | 74,91 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 285 | 23 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.508 | 283 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 123.608 | 3,24 | 9.960 | 8,01 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 2.303 | 186 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 3.397 | 274 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 7.679 | 2.401,30 | 1 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 2.839 | 229 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 8.922 | 719 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 93.291 | 0,04 | 7.517 | 4,66 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.771 | 136 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 4.405 | 24,75 | 355 | |||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 119.980 | 9.668 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 6.565 | 0,66 | 529 | 5,38 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 76.793 | 1,80 | 6.188 | 6,51 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 307.985 | 0,16 | 24.817 | 4,78 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 10.108 | 12,69 | 815 | 17,97 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 79.799 | 3,98 | 6.430 | 8,80 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 465.309 | 2,35 | 37.495 | 7,09 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 5.179 | 20,55 | 417 | 26,36 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 274 | 22 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 23.074 | 2,93 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 3.790 | 305 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 206.652 | 7,10 | 16.652 | 12,05 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.755 | 0,06 | 143 | 5,19 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 197.530 | 15.917 | ||||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 4.795 | 386 | ||||||
| 2026-05-11 | 13F | VeraBank, N.A. | 274.715 | 1,99 | 22.137 | 6,71 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.251 | 87,00 | 101 | 96,08 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 69.558 | 12,79 | 6 | 25,00 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 20.284 | 190,19 | 1.635 | 203,72 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 3.554 | 286 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 226.956 | 14,20 | 18.288 | 19,48 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.342 | 350 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.936.252 | 9,65 | 156.025 | 14,72 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6.524 | 20,93 | 561 | 29,93 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5.570 | 449 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3.766 | 303 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 16.833 | 18,40 | 1.356 | 11,42 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 73.775 | 2,92 | 5.945 | 7,68 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 60.913 | 106,69 | 4.908 | 116,31 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 19.775 | 6,09 | 1.593 | 11,01 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 78 | 6 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 39.677 | 6,94 | 3.197 | 11,90 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 229.933 | 9,21 | 18.528 | 14,26 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 351.728 | 16.054 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 4.414 | 379 | ||||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 50.059 | 33,86 | 4.034 | 40,03 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 94.398 | 12,28 | 7.607 | 17,47 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 258.181 | 2,94 | 20.804 | 7,70 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.811 | 1,95 | 307 | 6,97 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 62.968 | 18,24 | 5.074 | 23,70 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.143.476 | 3,45 | 92.141 | 8,23 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 50.826 | 9,11 | 4.096 | 14,16 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 9 | 12,50 | 1 | |||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 55.391 | 0,53 | 4.463 | 5,19 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 2.727 | 220 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.546 | 205 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 29.531 | 3,88 | 2.380 | 8,68 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.939 | 15,43 | 962 | 20,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 7.988.347 | 41,15 | 643.701 | 47,67 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 4.319 | 0,91 | 348 | 5,78 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 105.965 | 6,70 | 8.539 | 11,64 | ||||
| 2026-04-16 | 13F | Friday Financial | 12.809 | 4,38 | 1.032 | 9,21 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 18.709 | 8,26 | 1.508 | 13,31 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 155.471 | 8,11 | 12.528 | 13,10 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 317.311 | 40,99 | 26 | 47,06 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 7.100 | 14,00 | 572 | 19,42 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 132.028 | 13,39 | 10.639 | 18,62 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 6.576 | 0,08 | 530 | -1,31 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 143.381 | 11.554 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 247.799 | 1.437,79 | 19.968 | 1.508,94 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 65.469 | 5,97 | 5.916 | 24,32 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 132.570 | 2,83 | 10.682 | 7,58 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 3.952 | 318 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 28.956 | 467,76 | 2.333 | 495,15 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 165.381 | 1,53 | 13.326 | 6,23 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 104.579 | 8.427 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 33.185 | 1,02 | 2.674 | -5,28 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 48.397 | 88,38 | 4.287 | 107,15 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.000 | 81 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 12.273 | 989 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 10.335 | 0,20 | 796 | 2,84 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 136.587 | 66,62 | 12.365 | 82,05 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 955.260 | 15,54 | 73.574 | 118.567,74 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47.667 | 8,93 | 3.841 | 13,98 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 36.017 | 224,74 | 2.902 | 239,81 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 27.345 | 2.203 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 14.568 | 10,77 | 1.174 | 15,91 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 140.088 | 6,33 | 10.896 | 7,38 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 23.407 | 34,08 | 1.886 | 40,33 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 3.057.168 | 15,74 | 246.347 | 21,09 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 60.302 | 0,11 | 5.416 | 8,52 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 4.347 | 350 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 659 | 18,31 | 53 | 26,19 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.948 | 1.443,46 | 238 | 1.592,86 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 210.453 | 189,77 | 6.434 | 15,02 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11.048 | 42,94 | 890 | 49,58 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 106.059 | 2,77 | 8.546 | 7,52 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1.065.665 | 362,55 | 86.416 | 387,01 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 97.363 | 24,82 | 7.846 | 30,60 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 106.066 | 9.334 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 3.740 | 3,60 | 301 | 8,27 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 8.963 | 38,36 | 722 | 44,98 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 32.468 | 0,54 | 2.616 | 5,19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6.928 | 56,07 | 558 | 63,64 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.071 | 8,76 | 650 | 13,84 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 69.493 | 4,34 | 5.600 | 9,16 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 6.681 | 538 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 25.055 | 7,17 | 2.019 | 12,11 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 25.542 | 2.058 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 165.605 | 385,13 | 13.344 | 407,57 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 132.177 | 33,08 | 11 | 42,86 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 43.325 | 19,12 | 3.337 | 22,15 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 246 | 22,39 | 20 | 26,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 39.058 | 2.664,19 | 3.147 | 2.813,89 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 110.752 | 20,57 | 8.924 | 26,15 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 7.237 | 15,79 | 583 | 21,21 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 4.778 | 385 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 159 | -19,70 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.804 | 6,03 | 387 | 11,21 | ||||
| 2026-04-13 | 13F | Arwa Llc | 41.332 | 25,17 | 3.540 | 39,21 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 18.849 | 10,80 | 1.519 | 15,88 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 3.359 | 4,06 | 271 | 8,87 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 9.623 | 129,17 | 775 | 139,94 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 253.291 | 4,77 | 20.410 | 9,61 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 119 | 10 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 8.792 | 1,42 | 708 | 6,15 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 528.977 | 151,43 | 42.625 | 163,05 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 26.218 | 6,26 | 2.113 | 11,16 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 8.907 | 38,54 | 1 | |||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 4.258 | 343 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 969 | 78 | ||||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 102.417 | 2,97 | 8.253 | 7,73 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.023 | 244 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 13.800 | 28,12 | 1.112 | 34,14 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.452 | 0,12 | 921 | 6,11 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 28.692 | 3,10 | 2.312 | 7,89 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 116.188 | 9.362 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 62 | 5 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 160.483 | 129,18 | 12.932 | 139,77 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 14.648 | 1,93 | 1.180 | 6,69 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 11.604 | 21,47 | 935 | 27,21 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 13.151 | 1.060 | ||||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 5.463 | 0,91 | 440 | 5,77 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21.981 | 4,17 | 1.771 | 8,98 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 3.499 | 282 | ||||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 23.149 | 49,77 | 1.865 | 56,72 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 28.676.652 | 45,06 | 2.310.765 | 51,77 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 117.280 | 47,75 | 9.450 | 54,59 | ||||
| 2026-04-13 | 13F | Trust Co | 1.739 | 63,90 | 140 | 72,84 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 270 | -3,93 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 75 | 6 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 4.492 | 19,79 | 362 | 25,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.265.536 | 28,01 | 585.457 | 33,93 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 15.130 | 19,26 | 1.219 | 24,77 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 11.087 | 31,04 | 893 | 37,17 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 756.001 | 60.919 | ||||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 6.495 | 605 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 5.472 | 75,61 | 441 | 84,10 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 134.959 | 32,07 | 10.875 | 38,17 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 32.185 | 7,14 | 2.593 | 12,11 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22.430 | 1.825 | ||||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 26.130 | 2.106 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9.612 | 775 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 25.713 | 102,96 | 2.072 | 112,41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 9.243 | 73,25 | 745 | 81,46 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 176.429 | 94,61 | 14.217 | 103,61 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 80.940 | 8,89 | 6.522 | 13,92 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 671.428 | 1,05 | 54.104 | 5,73 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 50.818 | 5,75 | 4.095 | 10,62 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 2.555 | 206 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.683 | 41,51 | 700 | 48,09 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 52.232 | 1.432,18 | 4.209 | 1.506,11 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 103.313 | 11,89 | 9.289 | 30,61 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 257.044 | 2,71 | 20.713 | 7,46 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 65.316 | 4,04 | 5.263 | 8,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 451 | 37 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 410.546 | 1,29 | 33.082 | 5,97 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5.675 | 41,66 | 457 | 48,38 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 125 | 10 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 175.969 | 8,57 | 14.180 | 13,59 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 36.907 | 12,74 | 2.871 | 13,84 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 65.819 | 16,05 | 5.304 | 21,41 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.868.208 | 13,32 | 150.540 | 18,56 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 546.043 | 2,90 | 44.000 | 7,66 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 27.027 | 25,35 | 2.178 | 21,55 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12.420 | 249,47 | 1.001 | 266,30 | ||||
| 2026-04-16 | 13F | Security National Bank | 18 | 1 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 186.566 | 0,46 | 15.034 | 5,10 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 4.507 | 0,16 | 363 | 4,91 | ||||
| 2026-05-15 | 13F | Fmr Llc | 664.595 | 4,02 | 53.553 | 8,74 | ||||
| 2026-01-29 | 13F | Comerica Bank | 56.708 | 14,74 | 4.368 | 17,65 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 58 | 728,57 | 5 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 5.585 | 23,18 | 478 | 36,96 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13.257 | 256,08 | 1.068 | 273,43 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13.575 | 24,50 | 1.094 | 30,27 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 56.301 | 11,21 | 4.537 | 16,34 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 39.817 | 9,42 | 3.208 | 14,49 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 2.904 | 234 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 118.153 | 9.521 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.075.447 | 62,42 | 167.240 | 69,93 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 4.664 | 376 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 33.480 | 8,79 | 2.698 | 13,80 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 600.510 | 48.389 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 58.457 | 32,17 | 4.710 | 38,29 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 499.441 | 1,25 | 40.245 | 5,93 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 302.901 | 12,49 | 24.435 | 13,19 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 27.366 | 1,33 | 2.205 | 6,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 20.835 | 1.679 | ||||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 8.244 | 70,72 | 664 | 78,98 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 14.244 | 3,87 | 1.148 | 8,62 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5.983 | 25,22 | 482 | 30,98 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 17.678 | 2.213,87 | 1.424 | 2.355,17 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 108.371 | 2,89 | 8.733 | 7,64 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 35.777 | 2.883 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 175.859 | 1,93 | 14.171 | 6,64 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 5.475 | 3,99 | 441 | 8,89 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.287 | 40,79 | 1.474 | 47,30 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.234 | 148,89 | 2.678 | 160,41 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 2.666 | 0,26 | 215 | 4,90 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 92.366 | 0,57 | 7.443 | 5,22 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 542.778 | 17,93 | 43.728 | 23,36 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 8.542 | 28,96 | 688 | 34,90 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 570.400 | 2,78 | 45.963 | 7,54 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 82.676 | 13,93 | 6.662 | 19,20 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 179.829 | 219.203,66 | 14.491 | 241.400,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 371 | 30 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 35.494 | 2.860 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 25.496 | 1,77 | 2.054 | 6,48 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 100.488 | 6,40 | 8.097 | 11,33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 198.930 | 26,59 | 16.030 | 32,45 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 42.077 | 160,41 | 3.241 | 167,11 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 16.483 | 4,14 | 1.328 | 9,03 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 173.224 | 31,55 | 13.958 | 37,64 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 32.903 | 2.651 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.260 | 187,02 | 102 | 206,06 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 47.164 | 23,68 | 3.800 | 29,38 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.665 | 113,45 | 456 | 123,53 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 237.596 | 4,95 | 19.145 | 9,80 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 75.498 | 2,92 | 6.084 | 7,66 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 135.608 | 47,46 | 10.927 | 54,29 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 37.456 | 3,40 | 3.018 | 8,21 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 2.898 | 234 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 20.662 | 28,94 | 1.665 | 34,85 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 5.292 | 12,84 | 426 | 18,01 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 169.416 | 532,46 | 10.256 | 512.700,00 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 200.569 | 5.113,65 | 16.162 | 5.359,80 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 64.588 | 38,57 | 5.204 | 45,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.715.281 | 26,06 | 379.957 | 31,88 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 65.869 | 13,12 | 5.308 | 18,35 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 82.771 | 6.670 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 89.078 | 34,25 | 7.178 | 40,45 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 93.215 | 1,16 | 7.511 | 5,83 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 42.160 | 3,54 | 3.397 | 8,32 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.721 | 219 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 300.787 | 98,05 | 23.167 | 103,09 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 491.750 | 3,21 | 39.625 | 7,98 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 36.612 | 2.950 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 4.600 | 371 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 58.074 | 1,63 | 4.680 | 6,32 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 760 | 61 | ||||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 34.219 | 2.757 | ||||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 346.311 | 60,81 | 27.906 | 68,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 350 | 28 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 25.280 | 120,13 | 2 | |||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3.033 | 244 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.895 | 394 | ||||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 23.941 | 12,08 | 1.929 | 17,26 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1.447 | 4.567,74 | 117 | 5.700,00 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 18.459 | 2,29 | 1.487 | 7,06 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 7.705 | 621 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.060.539 | 1,75 | 85.458 | 6,45 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 29.618 | 0,36 | 2.387 | 4,97 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 48.877 | 4,37 | 3.938 | 9,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 32.188 | 15,58 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.370.456 | 16,78 | 271.592 | 21,60 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.931 | 0,03 | 236 | 4,89 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 155.627 | 371,35 | 12.231 | 379,80 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 9.915 | 799 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.383 | 5,23 | 273 | 10,12 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26.169 | 2.109 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 33.819 | 4,92 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 144.582 | 1,06 | 11.650 | 5,73 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 9.855 | 3,41 | 794 | 8,17 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 17.381 | 102,13 | 1.401 | 111,48 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62.111 | 50,91 | 5.005 | 57,90 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 1 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 733.280 | 21,97 | 59.088 | 128.350,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 303.282 | 75,52 | 24.438 | 83,63 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 8.907 | 718 | ||||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 41.777 | 13,98 | 3.366 | 19,23 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 263.143 | 12,53 | 21.204 | 17,73 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 8.629 | 695 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.754 | 5,60 | 1.189 | 10,41 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2.867 | 0,07 | 231 | 5,00 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 5.750 | 36,42 | 463 | 42,90 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 117 | 10,38 | 9 | 12,50 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 5.110 | 412 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 27 | 170,00 | 2 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.329.760 | 5,98 | 187.732 | 10,88 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 6.212 | 501 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 9.450 | 40,98 | 872 | 68,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 47.787 | 58,70 | 3.851 | 66,02 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 64.859 | 5.226 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 58.313 | 53,04 | 4.699 | 60,12 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4.957.349 | 36,63 | 399.463 | 42,94 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 5.536 | 36,96 | 0 | |||||
| 2026-05-01 | 13F | 46 Peaks LLC | 63.996 | 3,40 | 5.157 | 8,16 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 78.557 | 8,21 | 6.330 | 13,22 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 6.964 | 56,00 | 561 | 63,56 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 506.092 | 6,97 | 40.781 | 11,92 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 8.098 | 6.276,38 | 653 | 7.144,44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 16.671 | 2,90 | 1.297 | 3,60 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.160.605 | 93.504 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 19.902 | 1.604 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11.939 | 962 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 140.643 | 1,92 | 11.333 | 6,63 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20.675 | 1,12 | 1.666 | 5,84 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 81.914 | 6.601 | ||||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 336.701 | 6,29 | 27.131 | 11,21 | ||||
| 2026-04-22 | 13F | Motco | 23.854 | 3,59 | 1.922 | 8,40 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 14.262 | 1.149 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 350.656 | 25,56 | 28.256 | 31,36 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16.125.536 | 3,29 | 1.299.396 | 8,06 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 33.146 | 256,18 | 2.671 | 272,91 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 10.270 | 24,77 | 828 | 30,65 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 4.868 | 58,62 | 392 | 66,10 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 6.787 | 547 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | 3 | ||||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 48.625 | 3.918 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 151.262 | 4.068,15 | 12.189 | 4.268,46 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 57.033 | 1,05 | 4.596 | 5,73 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 26.481 | 2.134 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.709 | 1.024 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 6.644 | 10,88 | 535 | 16,05 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 606.919 | 6,07 | 49 | 9,09 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 50.738 | 1,16 | 4.088 | 5,85 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 83.999 | 2,92 | 6.769 | 10,41 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1.106 | 1.806,90 | 89 | 2.125,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.646 | 374 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.356 | 11,51 | 104 | 14,29 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 29.526 | 2,01 | 2.379 | 6,73 | ||||
| 2026-05-11 | 13F | Haverford Financial Services, Inc. | 9.568 | 8,05 | 771 | 12,90 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 19.074 | 8,68 | 1.537 | 13,69 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 24.625 | 10,59 | 1.984 | 15,75 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.355 | 11,76 | 1 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 5.288 | 48,29 | 426 | 55,47 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 69.138 | 2,24 | 5.571 | 6,97 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 29.974 | 36,95 | 2.567 | 52,34 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 4.740 | 64,47 | 382 | 72,07 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 992 | 16,16 | 80 | 21,54 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 290.077 | 24.935 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 247.480 | 20,89 | 379 | -97,60 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 76.662 | 5,77 | 6.177 | 10,66 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 130.901 | 53,46 | 10.548 | 60,57 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 25.737 | 158,27 | 2 | |||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 86.316 | 3,61 | 6.955 | 8,40 |
