Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in American Century ETF Trust - Avantis U.S. Small Cap Value ETF eröffnet haben, gehören Summit Portfolio Management, LTD., Quent Long Short Global Small Cap Fund, LP, Strategic Financial Planning, Inc., Wheelhouse Advisory Group LLC, Capital Advisors Wealth Management, LLC, Platform Wealth Management, LLC, Argent Advisors, Inc., Vestmark Advisory Solutions, Inc., Mount Yale Investment Advisors, LLC, JP Wealth Management, Inc., Sanchez Levi Garrett, Nicolet Bankshares Inc, Southern Capital Services Inc /adv, ForthRight Wealth Management, LLC, First Nebraska Trust Co, Tiaa-cref Individual & Institutional Services, Llc, Bank Of Nova Scotia, Action Point Financial Planning, Llc, Davidson Kahn Capital Management, LLC, und CIBC World Markets Inc. .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Sovran Advisors, LLC | 12.008 | 20,89 | 1.443 | 33,40 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 87.778 | 1,92 | 9.697 | 10,40 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 215.011 | 5,76 | 23.752 | 14,57 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 20.716 | 30,12 | 2.489 | 41,82 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 13.370 | 7,73 | 1.477 | 16,76 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 163.756 | 2,16 | 18.090 | 10,67 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 2.147 | 237 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 28.349 | 3,88 | 3.132 | 12,50 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 35.180 | 3.886 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.412.354 | 7,16 | 156.023 | 16,08 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 600 | 66 | ||||||
| 2026-04-10 | 13F | Atala Financial Inc | 24.281 | 3,34 | 2.696 | 12,52 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 202 | 22 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 6.432 | 711 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.087.142 | 7,18 | 120.097 | 16,11 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 2.295 | 0,26 | 254 | 8,58 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.243 | 358 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 415.067 | 1,97 | 48.779 | 17,51 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 120.146 | 1,10 | 13.273 | 9,52 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 37.733 | 1,08 | 4.445 | 12,28 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 50 | 138,10 | 6 | 150,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 532.605 | 0,54 | 56.095 | 3,83 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.478 | 274 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4.217 | 1.664,44 | 466 | 1.837,50 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 40 | 344,44 | 4 | |||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 4.962 | 548 | ||||||
| 2026-04-28 | 13F | Libra Wealth Llc | 174.008 | 8,27 | 19.223 | 17,28 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 17.736 | 1.959 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 12.790 | 50,31 | 1.413 | 46,47 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 148.814 | 0,02 | 16.440 | 8,35 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 286.201 | 2,92 | 33.045 | 15,24 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 565 | 67 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 69.287 | 49,12 | 8 | 75,00 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 143.534 | 19,97 | 15.856 | 29,97 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.210 | 0,06 | 355 | 8,26 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 9.429 | 1.042 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 7.741 | 855 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 102.401 | 11.312 | ||||||
| 2026-05-14 | 13F | Bank of Marin | 2.442 | 4,18 | 270 | 12,55 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 54.884 | 2,21 | 6.063 | 10,72 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 12.321 | 1.361 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 885.613 | 10,95 | 97.833 | 20,18 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 9.084 | 137,30 | 1.003 | 154,57 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 17.044 | 473,87 | 1.968 | 551,32 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 236.520 | 123,57 | 26.128 | 142,20 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 34.828 | 3,77 | 3.847 | 12,42 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 6.384 | 31,52 | 705 | 42,42 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 58.800 | 73,45 | 6.496 | 87,88 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 188.387 | 7,60 | 20.811 | 16,56 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 135.627 | 6,95 | 14.983 | 15,84 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 22.062 | 2,58 | 2.437 | 11,13 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 26.567 | 3,64 | 2.935 | 12,24 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 8.979 | 0,29 | 992 | 8,54 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.226 | 577 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 8.309 | 0,19 | 918 | 8,52 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 12.098 | 1.336 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 97.800 | 5,47 | 10.804 | 14,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.003 | 221 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2.703 | 12,16 | 299 | 21,63 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 8.221 | 0,22 | 908 | 8,61 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 18.417 | 20,97 | 2.034 | 31,06 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 203.586 | 18,64 | 22.490 | 28,52 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 19.101 | 17,26 | 2.110 | 27,03 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 195.964 | 8,89 | 19.984 | 11,57 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 509 | 166,49 | 56 | 194,74 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.465 | 4,40 | 272 | 13,33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.481 | 274 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 3.704 | 3,67 | 409 | 12,36 | ||||
| 2026-05-08 | 13F | Bokf, Na | 19.929 | 2,39 | 2.202 | 10,94 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 1.990 | 220 | ||||||
| 2026-05-13 | 13F | IF Advisors, LLC | 33.172 | 7,68 | 3.665 | 16,65 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 251.266 | 25.624 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 77.420 | 3,79 | 8.553 | 12,44 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 21.774 | 2.405 | ||||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 129.604 | 119,23 | 14.317 | 137,51 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 129.770 | 1,25 | 14.336 | 9,68 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 8.964 | 20,73 | 990 | 30,78 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 105.409 | 10,24 | 11.644 | 12,03 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.770 | 212 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 61.746 | 15,14 | 6.821 | 24,72 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 118.200 | 3,30 | 13.058 | 11,90 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 57.861 | 0,62 | 6.392 | 8,99 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 917 | 0,77 | 101 | 9,78 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 428.174 | 15,08 | 47.300 | 24,66 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 47.087 | 1,11 | 5.202 | 9,52 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 193.102 | 5,68 | 21.332 | 14,49 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35.116 | 11,64 | 3.879 | 20,95 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 8.012 | 0,28 | 885 | 8,72 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 960.379 | 25,26 | 106.093 | 35,69 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 73.917 | 16,30 | 8.166 | 25,98 | ||||
| 2026-05-11 | 13F | Commerce Bank | 96.124 | 2.419,63 | 10.619 | 2.629,56 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 3.130 | 6,83 | 346 | 15,77 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 90.197 | 29,41 | 10.670 | 50,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 975 | 811,21 | 108 | 970,00 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 142.800 | 0,82 | 15.775 | 9,21 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 115.325 | 51,37 | 12.740 | 63,97 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 55.577 | 6,22 | 6.140 | 15,05 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 174 | 19 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.239 | 2,89 | 689 | 11,49 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 12.910 | 1.316 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.327 | 10,02 | 699 | 19,11 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 34.889 | 0,56 | 3.854 | 8,93 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 14.818 | 15,18 | 1.637 | 24,79 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 24.000 | 524,67 | 2.651 | 578,01 | ||||
| 2026-04-23 | 13F | Davidson Kahn Capital Management, LLC | 33.299 | 3.751 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 14.229 | 3,58 | 1.572 | 3,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 15.600 | 5,41 | 1.723 | 14,18 | |||
| 2026-05-05 | 13F | UBS Group AG | 1.449.790 | 13,49 | 160.158 | 22,94 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 6.339 | 12,81 | 700 | 22,38 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 862.566 | 0,44 | 95.288 | 8,80 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 46.900 | 117,13 | 5.181 | 135,29 | |||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 69.956 | 0,98 | 7.728 | 9,38 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 73.221 | 1,00 | 8.089 | 9,40 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 16.322 | 106,92 | 1.803 | 124,25 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 4.112 | 5,14 | 454 | 14,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 49.797 | 207,94 | 5.340 | 223,83 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 6.951 | 768 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 2.560 | 18,52 | 283 | 28,18 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 157.244 | 1,29 | 17.371 | 9,72 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27.247 | 2,64 | 2.779 | 5,19 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 527 | 0 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 307.061 | 11,94 | 33.921 | 21,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52.389 | 5.787 | ||||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 105.409 | 9,51 | 12 | 22,22 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 85.299 | 0,91 | 9.423 | 9,33 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 74.016 | 6,31 | 8.177 | 15,15 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 1.328.533 | 1,13 | 146.763 | 9,55 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 48.575 | 7,13 | 5.366 | 16,07 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 2.865 | 18,49 | 316 | 28,46 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 71.484 | 7,11 | 7.897 | 16,02 | ||||
| 2026-05-13 | 13F | Crosspoint Financial, Llc | 13.005 | 54,90 | 1.437 | 67,76 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 7.960 | 879 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 3.503 | 387 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 165.955 | 17,02 | 18.333 | 26,76 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 158.751 | 1,22 | 17.537 | 9,64 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 12.127 | 55,12 | 1.340 | 68,01 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 246.596 | 5,40 | 27.237 | 14,15 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.932 | 63,33 | 655 | 77,03 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 26.560 | 109,22 | 2.934 | 126,74 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 110.081 | 11,98 | 12.161 | 26,48 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 135.110 | 19,45 | 14.926 | 29,39 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 56.161 | 9,09 | 6.209 | 18,14 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 341.689 | 2,11 | 37.745 | 10,61 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.292 | 4,53 | 143 | 12,70 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 4.724 | 190,89 | 522 | 215,76 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 202.475 | 12,60 | 22.367 | 21,97 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 4.952 | 5,03 | 547 | 13,96 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 106.319 | 1,51 | 11.745 | 4,66 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 3.007 | 5,88 | 332 | 14,88 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 156.831 | 0,45 | 17 | 13,33 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 116.396 | 13,21 | 13 | 20,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13.160 | 2,75 | 1.454 | 11,26 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 227.231 | 10,88 | 25.102 | 20,11 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 7.368 | 11,94 | 814 | 21,16 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 116.807 | 4,85 | 12.904 | 13,57 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 914.627 | 6,28 | 101.039 | 17,96 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 555 | 767,19 | 61 | 916,67 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 4.074 | 450 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 1.642 | 181 | ||||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 44.228 | 4.886 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 18 | 2 | ||||||
| 2026-04-13 | 13F | Invariant Investment Management | 157.464 | 4,64 | 18.181 | 12,56 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 274.846 | 0,53 | 30.362 | 8,90 | ||||
| 2026-05-04 | 13F | Nwam Llc | 133.933 | 17,93 | 14.796 | 26,54 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.958 | 1,19 | 769 | 9,56 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 3.913 | 11,51 | 432 | 21,01 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.070 | 0,10 | 450 | 8,45 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6.800 | 83,78 | 751 | 99,20 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 70.100 | 4,78 | 7.744 | 13,50 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 180.200 | 26,25 | 19.988 | 38,29 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 78.307 | 1,89 | 8.651 | 10,37 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 22 | 2 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 67.124 | 10,98 | 7.415 | 20,24 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 317 | 3,93 | 35 | 12,90 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 6.819 | 0,09 | 753 | 8,50 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 30.001 | 5,97 | 3.314 | 14,79 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 183.392 | 2,13 | 20.259 | 10,63 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 181.025 | 32,75 | 19.998 | 43,80 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 2.224 | 0,18 | 264 | 16,37 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 97.387 | 9,71 | 10.758 | 18,85 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 18.324 | 2,80 | 2.024 | 11,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 746 | 82 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 88.966 | 1,82 | 9.828 | 10,30 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 30.128 | 13,56 | 3.328 | 23,03 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.033 | 0,25 | 225 | 8,74 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 67.614 | 30,96 | 7.469 | 41,86 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 193.507 | 1,06 | 21.377 | 9,47 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 36.140 | 3.992 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 766 | 83,25 | 85 | 100,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21.631 | 10,85 | 2.390 | 20,11 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.469.326 | 8,02 | 168.576 | 21,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 84.253 | 9.307 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.486.333 | 13,98 | 164.195 | 23,47 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 49 | 5 | ||||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 6.284 | 8,05 | 694 | 17,03 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 27.007 | 30,42 | 2.984 | 41,31 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1.856 | 205 | ||||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 6.600 | 112,90 | 729 | 130,70 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 35.606 | 4,03 | 4 | 33,33 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 11.379 | 1.257 | ||||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 5.036 | 0,28 | 556 | 8,59 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 25.663 | 2.617 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 558.513 | 25,53 | 61.811 | 36,23 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 44.518 | 49,93 | 5 | 33,33 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 135.582 | 100,88 | 14.978 | 117,59 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 35.871 | 120,32 | 3.963 | 138,67 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 62.403 | 2,92 | 6.894 | 11,48 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 126.746 | 2,65 | 14.002 | 11,20 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 2.261 | 250 | ||||||
| 2026-04-21 | 13F | Financial Architects, LLC | 11.590 | 7,81 | 1.280 | 16,79 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 61.549 | 16,57 | 6.799 | 26,28 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 171.850 | 33,49 | 18.984 | 44,61 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 300 | 33 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2.975 | 8,85 | 329 | 17,99 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 78.937 | 8,32 | 9 | 14,29 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 127.716 | 37,37 | 14.109 | 48,80 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 103.514 | 14,55 | 11.433 | 24,06 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19.432 | 2.147 | ||||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 93.276 | 24,45 | 10.304 | 34,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 867.864 | 2,27 | 93.964 | 8,58 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 103.514 | 323,86 | 11.433 | 359,12 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 12.679 | 1,73 | 1.293 | 4,19 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 2.344 | 0,04 | 259 | 8,40 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 12.559 | 29,70 | 1.387 | 40,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19.883 | 605,57 | 2.196 | 665,16 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 35.934 | 22,24 | 3.970 | 32,43 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 120 | 13 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.480.157 | 19,35 | 273.972 | 29,32 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 8.546 | 3,49 | 944 | 12,11 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 34 | 4 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 411.029 | 40,84 | 44.898 | 50,86 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 57.219 | 0,16 | 6.321 | 8,48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 396.193 | 1,68 | 43.767 | 10,15 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 4.102 | 74,18 | 453 | 88,75 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4.771 | 56,17 | 527 | 69,45 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 6.005 | 0,27 | 663 | 1,38 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 6.419 | 11,85 | 709 | 21,20 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 7.727 | 94,10 | 854 | 119,28 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 31.936 | 2,80 | 3.528 | 11,33 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 1.918 | 212 | ||||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 343.505 | 2,90 | 37.947 | 11,47 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 46.402 | 4,82 | 5.126 | 13,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 37.601 | 16,00 | 4.154 | 25,66 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.300.915 | 10,58 | 364.652 | 19,79 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 130 | 14 | ||||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 77.776 | 1,49 | 8.592 | 9,93 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 117.507 | 4,18 | 12.981 | 12,85 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 28.685 | 5,67 | 3.169 | 14,45 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4.046 | 447 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 44.692 | 9,78 | 4.937 | 18,94 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.441 | 0,29 | 1.374 | 8,62 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7.774 | 0,17 | 859 | 8,60 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 163.828 | 18.098 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 15.703 | 11,26 | 1.738 | 20,79 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 21.582 | 104,30 | 2.384 | 121,36 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 37.803 | 4,98 | 4.176 | 11,72 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.894 | 209 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 248.904 | 0,50 | 27.496 | 8,86 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 593 | 0,34 | 65 | 8,33 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 92.239 | 22,68 | 10.190 | 32,89 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 15.384 | 2,23 | 1.699 | 10,76 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 58.600 | 23,95 | 6.474 | 34,27 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 35.958 | 12,91 | 3.972 | 22,33 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 1.921 | 212 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 30.421 | 21,36 | 3.361 | 31,46 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 32.815 | 32,38 | 3.625 | 43,45 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 22.687 | 15,44 | 2.506 | 25,05 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 3.392 | 19,65 | 375 | 29,41 | ||||
| 2026-05-11 | 13F | Nkcfo Llc | 38.675 | 35,23 | 4 | 100,00 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 72.935 | 3,08 | 8.057 | 11,67 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 204.647 | 5,46 | 22.607 | 14,25 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 6.260 | 692 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 402 | 44 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 3.693 | 0,05 | 408 | 8,51 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 591.966 | 1,44 | 65.395 | 9,88 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 65.339 | 2,42 | 7.218 | 10,95 | ||||
| 2026-04-29 | 13F | Southern Capital Services Inc /adv | 56.153 | 6.203 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 113.960 | 2,49 | 12.663 | 11,27 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 48.599 | 11,74 | 5.369 | 21,04 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 10.557 | 2,81 | 1.166 | 11,37 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 31.262 | 5,97 | 3.453 | 14,79 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 35 | 4 | ||||||
| 2026-05-06 | 13F | Revere Asset Management, Inc | 1.856 | 205 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 13.701 | 0,21 | 1.514 | 5,29 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 182.196 | 3,86 | 20.127 | 12,51 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 11.700 | 1.292 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 87.547 | 3,83 | 9.671 | 12,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 153.312 | 4,97 | 16.936 | 13,71 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 1.823 | 201 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 4.593 | 507 | ||||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 24.787 | 1,66 | 2.738 | 10,14 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 135.733 | 28,99 | 14.994 | 39,74 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 288.962 | 3,24 | 31.922 | 11,83 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 18.188 | 4,44 | 2.009 | 7,95 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.951 | 658 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 3.815 | 12,44 | 406 | 17,34 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 6.542.029 | 7,40 | 667.156 | 10,04 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 38.545 | 16,13 | 4.258 | 25,83 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 150.429 | 16.618 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 162.931 | 57,40 | 17.999 | 70,50 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 73 | 7 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 117.045 | 4,11 | 12.930 | 12,77 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 43.557 | 11,28 | 4.812 | 20,55 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 10.168 | 32,31 | 1.123 | 43,42 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 27.256 | 3.011 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 103.923 | 34,36 | 11.480 | 45,56 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 52.233 | 20,00 | 5.770 | 29,98 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.622 | 400 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 232.530 | 3,14 | 25.688 | 11,73 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 21 | 2 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.789 | 61,94 | 1.523 | 75,46 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 140.111 | 1,17 | 15.478 | 9,60 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 117.036 | 4,00 | 12.929 | 12,65 | ||||
| 2026-05-13 | 13F | Heron Bay Capital Management | 8.954 | 206,22 | 989 | 231,88 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 55.462 | 16,73 | 6.127 | 26,44 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 152.217 | 662,72 | 16.815 | 726,29 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 138.630 | 1,64 | 15.314 | 10,10 | ||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 37.345 | 4,55 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 58.870 | 3,09 | 6.503 | 11,68 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 6.369 | 704 | ||||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 26.479 | 0,72 | 2.925 | 9,10 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 32.888 | 32,67 | 3.633 | 43,71 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.366.089 | 2,07 | 150.570 | 10,30 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 80.998 | 12,39 | 8.948 | 21,74 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 59.049 | 7,54 | 6.523 | 16,48 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 65.171 | 2,29 | 7 | 16,67 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 413.588 | 6,11 | 45.689 | 14,94 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 36.867 | 17,04 | 4.073 | 26,77 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 12.578 | 6,58 | 1.390 | 15,46 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 5.808 | 28,55 | 642 | 39,35 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 332.823 | 2,78 | 36.767 | 11,33 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 151.300 | 18,96 | 16.714 | 28,87 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2.509 | 277 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 432.808 | 47.812 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 4.349 | 0,05 | 480 | 8,35 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 81.118 | 8.961 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 6.867 | 44,39 | 759 | 56,29 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 193.975 | 4.801 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 2.919 | 8,59 | 322 | 17,52 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 210.747 | 5,38 | 23.281 | 14,16 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 86.688 | 6,18 | 9.576 | 15,03 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2.024 | 224 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.631 | 315,01 | 180 | 350,00 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 25.479 | 0,12 | 2.815 | 8,44 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 91.857 | 0,08 | 10.147 | 8,41 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 69.757 | 2,38 | 7.679 | 10,73 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 14.896 | 1.646 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 111.567 | 0,43 | 12.325 | 8,79 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2.745 | 5,46 | 303 | 14,34 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 619.938 | 0,02 | 68.485 | 8,34 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 168.652 | 10,17 | 18.631 | 19,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 30.701 | 144,36 | 3.392 | 164,72 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 17.154 | 1.895 | ||||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 126.269 | 4,27 | 13.949 | 12,93 | ||||
| 2026-04-16 | 13F | Friday Financial | 30.560 | 1,65 | 3.376 | 10,11 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 8.170 | 36,90 | 903 | 48,36 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 7.000 | 16,67 | 779 | 27,50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 22.884 | 2.528 | ||||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 113.506 | 0,81 | 12.539 | 9,21 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 748.037 | 1,45 | 82.636 | 9,90 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.722 | 48,45 | 190 | 61,02 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 192.383 | 2,63 | 21.253 | 11,17 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5.385 | 595 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 11.662 | 4,26 | 1.288 | 12,98 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 30.892 | 0,77 | 3.413 | 9,15 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 15.132 | 7,68 | 1.672 | 16,61 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 3.314 | 0 | ||||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.985 | 8,11 | 661 | 11,84 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 105.358 | 11.639 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 23.216 | 17.622,14 | 2.565 | 19.623,08 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 71.447 | 7.893 | ||||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 2.825 | 312 | ||||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 2.325 | 0,26 | 257 | 8,47 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 177.158 | 0,17 | 19.571 | 8,51 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 4.261 | 471 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 28.909 | 2,01 | 3.194 | 10,52 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 267.405 | 6,42 | 29.540 | 15,28 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 120.917 | 5,35 | 13.358 | 14,12 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 36 | 9,09 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 84.382 | 7,01 | 9.322 | 15,92 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 142.821 | 35,34 | 16.939 | 49,96 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 6.376 | 6,69 | 704 | 15,60 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 2.871.933 | 0,87 | 317.262 | 9,27 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.700 | 3,37 | 298 | 12,03 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.402 | 126,54 | 1.481 | 145,44 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 603.359 | 0,24 | 66.653 | 8,59 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 20.263 | 0,64 | 2.238 | 9,01 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.804 | 16,30 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 7.256 | 36,83 | 802 | 48,33 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 15.334 | 226,46 | 1.694 | 254,18 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 237.835 | 3,99 | 26.274 | 12,64 | ||||
| 2026-05-12 | 13F | Creative Planning | 20.195.491 | 7,17 | 2.230.996 | 16,09 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 57.862 | 6.401 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.018 | 12,63 | 1.328 | 21,97 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5.673 | 0,78 | 627 | 9,06 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 10.443 | 1,26 | 1.154 | 9,71 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 21.168 | 50,61 | 2.338 | 63,15 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 120.349 | 30,56 | 13.295 | 41,43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 959 | 8,00 | 106 | 16,67 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 650 | 1,56 | 72 | 9,23 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 62.803 | 12,72 | 6.938 | 22,11 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3.915 | 0,26 | 432 | 8,54 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 82.587 | 8,76 | 9.123 | 17,82 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 875.683 | 10,06 | 96.737 | 19,22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 112.047 | 3.652,41 | 12.378 | 3.971,38 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 320.240 | 19,26 | 35 | 29,63 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 96.017 | 2,88 | 10.607 | 11,45 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 2.387 | 17,47 | 264 | 27,05 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 516 | 214,63 | 57 | 256,25 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 46.708 | 16,96 | 5.160 | 26,69 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.439 | 4,36 | 269 | 13,03 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 8.101 | 160,31 | 895 | 182,02 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6.044 | 0,94 | 712 | 8,04 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 120.141 | 10,70 | 13.272 | 19,92 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 20.477 | 0,20 | 2.262 | 8,54 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 3.416 | 36,10 | 377 | 47,84 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 61.746 | 0,20 | 6.821 | 8,55 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.661 | 559,13 | 183 | 632,00 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 487.601 | 3,07 | 53.865 | 11,65 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 414.659 | 5,04 | 45.807 | 13,78 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 256.892 | 7,73 | 28.379 | 16,70 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 122.308 | 2,08 | 12.473 | 4,59 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 78 | 9 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 25.908 | 1,97 | 2.862 | 10,46 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 71.147 | 209,93 | 7.860 | 235,71 | ||||
| 2026-04-28 | 13F | Schubert & Co | 7.768 | 17,06 | 858 | 26,92 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 185.094 | 0,63 | 20.447 | 9,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 31.049 | 11,98 | 3.430 | 21,29 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 9.847 | 1.088 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 41.558 | 2,32 | 4.591 | 9,60 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 100.409 | 1,76 | 11 | 0,00 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 4.693 | 518 | ||||||
| 2026-04-24 | 13F | Bayban | 8 | 1 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.242 | 12,10 | 358 | 21,77 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 271.433 | 7,00 | 29.985 | 15,91 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 3.248 | 18,11 | 359 | 27,86 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 111.242 | 1,61 | 12.289 | 10,06 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 105.320 | 4,87 | 11.635 | 13,60 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 215.708 | 135,49 | 23.829 | 155,10 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 25.069 | 4,61 | 2.769 | 13,34 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 61.593 | 7,62 | 6.804 | 16,59 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 467.881 | 15,18 | 51.687 | 24,77 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 311.497 | 2,59 | 34.411 | 11,13 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 114.173 | 49,87 | 12.613 | 62,36 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 121.338 | 5,89 | 13.404 | 14,71 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 3.391 | 375 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.038 | 62,72 | 349 | 74,00 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 2.197 | 16,99 | 242 | 14,15 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 20.907 | 1,17 | 2.310 | 9,59 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 86.229 | 8,98 | 9.526 | 18,04 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.743 | 0,22 | 303 | 8,60 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 33.792 | 11,12 | 3.733 | 20,35 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.823.632 | 13,25 | 311.927 | 22,68 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 4.073 | 450 | ||||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 4.695 | 0,64 | 519 | 9,05 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 6.490 | 717 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.051 | 126,63 | 209 | 132,22 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.588 | 0,36 | 366 | 2,82 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 95.190 | 0,37 | 10.516 | 8,73 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 76.999 | 4,47 | 8.910 | 18,53 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 156 | 17 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 605 | 0,17 | 67 | 8,20 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 11.333 | 0,60 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.629 | 3.778,57 | 180 | 4.400,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 144.217 | 2,58 | 15.932 | 11,12 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 121.087 | 92,84 | 13.377 | 108,90 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.742.086 | 25,89 | 192.448 | 36,37 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.947 | 0,94 | 546 | 9,42 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 46.173 | 1,42 | 5.101 | 9,87 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.212.762 | 5,92 | 133.974 | 14,74 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 4.163 | 40,17 | 460 | 51,99 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 221.869 | 1,31 | 24.510 | 9,74 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.913 | 211 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 7 | 1 | ||||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 306.161 | 0,49 | 33.822 | 8,85 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 2.093 | 231 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 391.650 | 0,31 | 43.266 | 1,42 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 595 | 66 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 18.640 | 2,86 | 2.059 | 11,48 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 49.741 | 0,05 | 5.495 | 8,38 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 11.912 | 7,81 | 1.316 | 3,38 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 314.694 | 34.581 | ||||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 215.726 | 6,74 | 23.831 | 15,63 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 540 | 60 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 90.911 | 1,21 | 10.043 | 9,63 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11.252 | 1.243 | ||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 29.171 | 27,11 | 3.223 | 37,69 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 18.390 | 10,92 | 1.991 | 17,81 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 154.794 | 0,54 | 17.100 | 8,92 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 3.190 | 30,20 | 352 | 41,37 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 140.605 | 59,37 | 15.533 | 72,64 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 69.057 | 2,75 | 7.629 | 11,29 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 4 | -93,85 | ||||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 43.346 | 50,86 | 4.788 | 63,41 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 6.030 | 5,18 | 666 | 14,04 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2.223 | 241 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2.278 | 252 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15.103 | 40,14 | 1.668 | 51,77 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 24.233 | 0,59 | 2.677 | 8,96 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 64.714 | 1,86 | 7.149 | 10,33 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 24 | 3 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 755.647 | 14,72 | 83.476 | 24,27 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 221 | 24 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 17.783 | 35,41 | 1.965 | 46,68 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 48.623 | 1,62 | 4.839 | 11,04 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 36.168 | 11,82 | 3.995 | 21,13 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 50.032 | 12,89 | 5.527 | 22,31 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 34.596 | 0,95 | 3.822 | 9,36 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3.246 | 0 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 175.311 | 11,62 | 19.367 | 20,92 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 22.171 | 6,63 | 2.449 | 15,52 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 100.022 | 2,25 | 11 | 22,22 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 43.671 | 4,56 | 4.824 | 13,27 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 65.349 | 27,34 | 7.219 | 37,95 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 118.518 | 3,46 | 13.093 | 12,08 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 71.942 | 0,14 | 7.947 | 8,48 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 6.307 | 152,99 | 697 | 174,02 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 260.049 | 3,21 | 28.728 | 11,81 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 22.772 | 9,56 | 2.516 | 18,69 | ||||
| 2026-04-24 | 13F | Enzi Wealth | 311.148 | 7,04 | 34.373 | 9,91 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5.710 | 1,62 | 631 | 9,95 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 17.366 | 7,01 | 1.918 | 15,96 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 371 | 0,27 | 41 | 8,11 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 23.496 | 2.767 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 274.923 | 0,07 | 30.371 | 8,39 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 42.658 | 3,41 | 4.712 | 12,03 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 24.505 | 562,83 | 2.707 | 618,04 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 24.893 | 10,08 | 2.750 | 19,21 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 37.355 | 0,16 | 4.127 | 8,49 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 191.935 | 2,52 | 21.203 | 11,06 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 196.951 | 9,42 | 21.757 | 18,53 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 42.161 | 3,05 | 4.658 | 11,63 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26.136 | 6,77 | 2.887 | 15,67 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 78.144 | 0,02 | 8.966 | 9,13 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 2.697 | 298 | ||||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 47.390 | 7,82 | 5.235 | 16,80 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.484.516 | 23,65 | 274.283 | 33,85 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 15.977 | 6,68 | 1.765 | 15,59 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5.625 | 103,00 | 621 | 120,21 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 13.450 | 2.902,23 | 1.486 | 3.612,50 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 11.134 | 0,04 | 1.135 | 2,53 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.074 | 229 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 66.028 | 0,28 | 7.294 | 8,64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 28.692 | 90,59 | 3.170 | 106,45 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 87.438 | 15,06 | 9.659 | 24,65 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 2.237 | 247 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.021 | 0,20 | 113 | 8,74 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.410.331 | 7,45 | 155.799 | 16,40 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 117.662 | 12.998 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 56.127 | 3,64 | 6.200 | 12,28 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 93.422 | 4,82 | 10 | 11,11 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 703 | 251,50 | 78 | 285,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 16.739 | 8,10 | 1.849 | 17,10 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 67.419 | 231,09 | 6.875 | 239,34 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 610.884 | 2,42 | 67.484 | 10,95 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 223.607 | 0,23 | 24.702 | 8,57 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 15.115 | 2,63 | 1.670 | 11,19 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 329.700 | 0,77 | 36.422 | 9,15 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 107.731 | 3,76 | 11.901 | 12,40 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 209 | 57,14 | 23 | 76,92 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 37.408 | 3,60 | 4.133 | 12,22 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.311 | 3,11 | 366 | 11,62 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 35.628 | 5,24 | 3.936 | 13,99 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7.159 | 163,97 | 791 | 193,68 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.650 | 33,85 | 624 | 45,12 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 260.300 | 6,96 | 28.755 | 15,87 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6.628 | 35,71 | 732 | 46,99 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 350.329 | 2,43 | 38.701 | 10,96 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 9.250 | 2,80 | 1.022 | 11,34 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 33.291 | 1,53 | 3.678 | 9,99 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 3.214 | 4,11 | 355 | 13,06 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 104.118 | 4,67 | 11.502 | 13,38 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 326.413 | 2,59 | 36.059 | 11,14 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 678 | 75 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 329.451 | 1,79 | 36.394 | 10,26 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 330.824 | 1.720,21 | 36.546 | 1.872,26 | ||||
| 2026-05-14 | 13F | Betterment LLC | 179.055 | 2,11 | 20 | 11,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.634 | 181 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 12.392 | 3,97 | 1.369 | 12,59 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 4.146 | 19,24 | 458 | 29,38 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 82.628 | 1,75 | 9.128 | 10,22 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 1.027.165 | 25.001,78 | 104.750 | 25.637,10 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 25.863 | 0,36 | 2.857 | 8,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 154.876 | 26,87 | 17.109 | 37,43 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 35.902 | 0,78 | 3.966 | 9,20 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 132.821 | 1,40 | 14.569 | 8,27 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 62.566 | 11,49 | 6.912 | 20,78 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 9.184 | 0,31 | 1.015 | 8,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.527.850 | 19,22 | 721.132 | 29,15 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3.841 | 0,26 | 424 | 8,72 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 163.285 | 5,24 | 18.038 | 14,01 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 1.873 | 207 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 258 | 416,00 | 29 | 460,00 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 77.716 | 0,76 | 7.925 | 3,24 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 677.534 | 2,22 | 74.847 | 10,74 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 17.012 | 9,98 | 1.879 | 19,15 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 3.591 | 3,22 | 397 | 11,86 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 20.980 | 1,53 | 2.318 | 9,97 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 3.479 | 384 | ||||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 6.512 | 0,05 | 719 | 8,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 209.792 | 7,89 | 23 | 21,05 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 699 | 77 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 7.681 | 1,40 | 849 | 9,84 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 82.348 | 932,71 | 9.097 | 1.018,94 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 56.773 | 16,10 | 6.272 | 25,77 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 30.550 | 10,03 | 3.375 | 19,18 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 63.809 | 5,68 | 7.049 | 14,47 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 40.470 | 4.471 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 151 | 17 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 81.651 | 5,28 | 9.020 | 14,05 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 460.638 | 15,08 | 50.887 | 24,66 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 58.700 | 4,47 | 6 | 20,00 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 13.894 | 1,14 | 1.535 | 9,49 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 19.339 | 1,61 | 2.136 | 10,10 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 2.628 | 9,87 | 290 | 19,34 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 340.064 | 0,71 | 37.567 | 110.388,24 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 4.216 | 466 | ||||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 60.341 | 11,77 | 6.666 | 21,07 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.155 | 24,80 | 1.895 | 35,26 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 214.582 | 0,73 | 23.705 | 9,11 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 217.361 | 34,81 | 24.012 | 46,03 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 2.477 | 1,27 | 274 | 9,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 39.853 | 6,19 | 4.403 | 15,02 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 119.537 | 12.190 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 47.355 | 51.938,46 | 5.231 | 58.022,22 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6.252 | 8,90 | 691 | 17,95 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 127.306 | 14.064 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 9 | 1 | ||||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 8.814 | 13,17 | 974 | 22,54 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 272 | 1.992,31 | 33 | 3.100,00 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 36.496 | 3,68 | 4.032 | 12,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 470.834 | 6,54 | 52.013 | 15,41 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 1.992 | 220 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 75.047 | 4,46 | 8.290 | 13,16 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 62.922 | 20,52 | 6.951 | 30,56 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 1.878 | 207 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 15.229 | 36,18 | 1.682 | 47,54 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 49.676 | 3,61 | 5.488 | 12,23 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 25.616 | 3,42 | 2.830 | 12,00 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 79.650 | 6,63 | 8.799 | 15,50 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.859 | 3.050,85 | 205 | 3.316,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 361 | 40 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 127.326 | 37,80 | 12.985 | 41,19 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 26.213 | 7,40 | 2.896 | 16,31 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 48.365 | 10,26 | 5.343 | 19,43 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 96.036 | 5,82 | 10.609 | 14,63 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 4.142 | 458 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 4.429 | 22,35 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1.879 | 0,32 | 207 | 8,95 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 14.257 | 1.006,91 | 1.575 | 1.101,53 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 40 | -66,38 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 48.292 | 117,66 | 5.334 | 135,81 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 12.811 | 5,03 | 1.415 | 13,84 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 32.212 | 0,47 | 3.558 | 8,84 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 75.622 | 10,96 | 8.354 | 20,19 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 198.445 | 40,05 | 21.922 | 51,72 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 21.247 | 12,80 | 2.347 | 22,24 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 6.490 | 717 | ||||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 94.997 | 2,47 | 10.494 | 11,01 | ||||
| 2026-04-22 | 13F | Motco | 18.507 | 3,50 | 2.044 | 12,12 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 6.442 | 24,84 | 712 | 35,17 | ||||
| 2026-05-21 | 13F | Access Investment Management LLC | 2.595 | 287 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 11.555 | 0,17 | 1.276 | 8,50 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 4.458 | 493 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 22.055 | 3,79 | 2.436 | 1,12 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 274.735 | 4,48 | 30.350 | 13,18 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.366 | 372 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.392.956 | 3,45 | 264.350 | 12,06 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 499.530 | 27,95 | 55.183 | 38,60 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 2.706 | 299 | ||||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 333.964 | 36.893 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 87.865 | 3,07 | 9.706 | 11,65 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 15.054 | 6,58 | 1.663 | 15,49 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.494.305 | 6,68 | 275.546 | 15,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 14.200 | 517,39 | 1.569 | 570,09 | |||
| 2026-05-06 | 13F | Zhang Financial LLC | 178.134 | 8,53 | 19.679 | 17,56 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 4.087 | 451 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 41.713 | 3,67 | 4.608 | 15,06 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 28.036 | 0,37 | 3.097 | 8,74 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 43.426 | 28,60 | 4.797 | 39,33 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4.376 | 483 | ||||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 206.412 | 18,02 | 22.802 | 27,84 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 30.965 | 2,93 | 3.421 | 11,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 395.340 | 765,06 | 43.673 | 837,19 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 118.445 | 3,38 | 13.085 | 11,98 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 104.994 | 2.577,74 | 11.599 | 2.806,77 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 69.230 | 15,08 | 7.648 | 24,67 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.041 | 236 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.258 | 167,63 | 740 | 175,09 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 15.380 | 2,59 | 1.699 | 11,13 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 34.225 | 5,07 | 3.781 | 13,82 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 57.134 | 0,02 | 6.555 | 8,10 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 8.267 | 2,02 | 913 | 10,53 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 99.175 | 36,48 | 11 | 42,86 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 11.700 | 41,13 | 1.292 | 52,90 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 35.170 | 0,23 | 3.885 | 8,58 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 194.276 | 16,16 | 574 | -96,63 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 233 | 565,71 | 26 | 733,33 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 14.897 | 2,75 | 1.646 | 11,30 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 65.769 | 8,83 | 7.265 | 17,88 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 11 | 1 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 44.450 | 7,59 | 4.910 | 16,54 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 39.596 | 4.374 |
