Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard Advisers Inc, Southern Michigan Bank & Trust, Vertrix Wealth Management, LLC, Clarity Asset Management, Inc., Aqr Capital Management Llc, Vanguard National Trust Co, Johnson Investment Counsel Inc, Cornerstone National Bank & Trust Co, FreeGulliver LLC, M3 Wealth Management, LLC, Cerity Partners Retirement Plan Advisors LLC, Oasis Advisors, LLC, Wright Fund Managment, LLC, Clear Wave Wealth Management Llc, Independent Wealth Network Inc., Mayport, Llc, Eagle Bay Advisors LLC, PlanVest Financial, Inc, und Capital Advisor Network LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Bank Hapoalim Bm | 514.490 | 40 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11.300 | 10,02 | 1 | |||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 51.543 | 475,84 | 3.978 | 470,73 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3.534 | 273 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 194 | 15 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 389.586 | 37,74 | 30.068 | 36,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 138.331 | 5,45 | 10.676 | 4,05 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 33.310 | 3 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 4.860 | 375 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.750 | 136 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 436 | 17,20 | 34 | 17,86 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11.508 | 14,84 | 888 | 13,85 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 514.947 | 0,28 | 39.744 | -0,62 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 1.253.183 | 2,34 | 97 | 1,05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 131.736 | 2,26 | 10.167 | 1,35 | ||||
| 2026-05-14 | 13F | Betterment LLC | 309.950 | 1,89 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 106.326 | 8.206 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 501.073 | 6,61 | 38.673 | 5,65 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 962 | 74 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4.000 | 42,86 | 309 | 41,28 | |||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.336 | 225,06 | 103 | 221,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 880.949 | 67.992 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 273.821 | 29,03 | 21.134 | 27,87 | ||||
| 2026-05-11 | 13F | Loudon Investment Management, LLC | 6.133 | 19,86 | 473 | 18,84 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 900 | 69 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 193 | 0,52 | 15 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.304.912 | 177.893 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 29.313 | 2.262 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 657.468 | 10,09 | 50.743 | 9,10 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 187.204 | 2,84 | 14.448 | 1,92 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3.151 | 243 | -39,55 | |||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 3.038 | 0,50 | 234 | -0,43 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 5.159 | 0,66 | 398 | -0,25 | ||||
| 2026-04-23 | 13F | Kampmann Melissa S. | 20.364 | 0,54 | 1.572 | -0,19 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 3.104 | 0,68 | 240 | -0,42 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 219.502 | 8,49 | 16.941 | 7,51 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 14.747 | 5,89 | 1.138 | 4,98 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 3.471 | 7,76 | 268 | 6,80 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.743 | 212 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 240 | 33,33 | 19 | 28,57 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 200.015 | 4,75 | 15.437 | 3,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.207 | 9,80 | 942 | 8,90 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 15.052 | 40,25 | 1.162 | 39,04 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.500.572 | 7,31 | 115.814 | 6,35 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 164.231 | 7,35 | 12.675 | 6,38 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 3.684 | 0,46 | 284 | -0,35 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 11.507 | 0,32 | 888 | -0,56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 243.199 | 16,35 | 18.770 | 15,28 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 64 | 5 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 81.607 | 2,49 | 6.298 | 1,56 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 890 | 69 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 16.811 | 1.309 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 10.568 | 58,68 | 816 | 57,34 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 57.522 | 2,23 | 4.440 | 1,30 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4.950 | 382 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 199.312 | 5,68 | 15.383 | 4,72 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 35.422 | 11,65 | 2.734 | 10,65 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 74.449 | 55,67 | 5.746 | 54,27 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 53.947 | 16,39 | 4.164 | 15,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 187.400 | 11,88 | 14.464 | 10,87 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 116.545 | 6,55 | 8.995 | 5,59 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 82.274 | 1,71 | 6.350 | 0,79 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 5.026 | 0,68 | 388 | -0,26 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 266.017 | 35,11 | 20.531 | 33,90 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 951 | -5,28 | ||||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 5.041 | 5,81 | 389 | 4,85 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 163.637 | 3,88 | 12.630 | 2,94 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 972 | 0,41 | 75 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 962 | 74 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 361 | 28 | ||||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 3.936 | 17,32 | 304 | 16,09 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 331.770 | 35,97 | 25.606 | 34,75 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 119.118 | 9.194 | ||||||
| 2026-04-24 | 13F | United Community Bank | 28.456 | 2.196 | ||||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 396.820 | 2,16 | 30.627 | 1,24 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 56.622 | 4,55 | 4.370 | 3,63 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 728.902 | 15,64 | 56.257 | 14,60 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.277 | 9,24 | 99 | 7,69 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 17.052 | 1.316 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 298.271 | 4,70 | 23.021 | 3,76 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.242 | 249 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 48.375 | 2,32 | 3.734 | 1,39 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 45.635 | 1.086,25 | 3.522 | 1.077,93 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.754 | 213 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 47.363 | 10,35 | 3.655 | 9,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.208.682 | 8,61 | 93.285 | 7,63 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 327.417 | 4,12 | 25.270 | 3,18 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 6.365 | 0,68 | 491 | -0,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.050.401 | 12,38 | 81 | 12,50 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 509.371 | 15,00 | 39.313 | 13,97 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.890 | 11,93 | 455 | 11,00 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 7.866 | 49,74 | 607 | 48,41 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 14.282 | 2,56 | 1.102 | 1,66 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 55.519 | 43,60 | 4.285 | 42,33 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 5.342 | 45,56 | 412 | 44,56 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 3.060 | 236 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 28.159 | 7,72 | 2.173 | 6,78 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 84.675 | 14,57 | 6.535 | 13,53 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.086.383 | 8,09 | 161.027 | 7,12 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15.860 | 5,03 | 1.224 | 4,08 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 175.367 | 163,05 | 13.535 | 160,67 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 91.135 | 5,51 | 7 | 16,67 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 17.762 | 5,33 | 1.371 | 4,34 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 7.488 | 578 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 4.013 | 310 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 25.937 | 28,63 | 2.002 | 27,45 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 133.068 | 4,67 | 10.270 | 3,73 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 465.127 | 3,55 | 35.899 | 2,62 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 124.874 | 11,12 | 9.638 | 10,12 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.166 | 244 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 8.326.313 | 11,44 | 642.625 | 10,44 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 24.210 | 23,36 | 1.869 | 22,25 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3.506 | 4,19 | 271 | 3,05 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 63.790 | 4.923 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 78.891 | 18,59 | 6.089 | 17,55 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 16.855 | 2,10 | 1.301 | 1,17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 480 | 37 | ||||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 347.734 | 15,21 | 26.838 | 14,18 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 33.235 | 2,45 | 2.565 | 1,54 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 63.105 | 10,64 | 4.870 | 9,66 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 304.306 | 23.486 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 9.772 | 83,44 | 754 | 82,13 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 69.635 | 124,72 | 5.374 | 122,71 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 73.335 | 53,61 | 5.660 | 52,23 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 4.272 | 0,28 | 330 | -0,60 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17.009 | 1,46 | 1.313 | 0,54 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4.975 | 384 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 21.314 | 20,38 | 1.645 | 19,03 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 10.675 | 3,09 | 819 | 1,74 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.590 | 8,77 | 356 | 8,54 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 254.146 | 43,58 | 19.615 | 42,29 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 361.597 | 5,59 | 27.908 | 4,64 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 15.182 | 0,38 | 1.172 | -0,51 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 144.002 | 10,86 | 11.114 | 9,88 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 611 | 2,52 | 47 | 2,17 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 4.271 | 8,65 | 330 | 7,52 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.426 | 110 | ||||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 14.617 | 0,67 | 1.128 | -0,18 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 115.091 | 1,68 | 8.883 | 0,76 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 11.187 | 2,32 | 863 | 1,41 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.244 | 9,96 | 0 | |||||
| 2026-04-23 | 13F | American National Bank | 75 | 6 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 670.494 | 4,33 | 51.749 | 3,39 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 22.247 | 1,26 | 1.717 | 0,35 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 36.140 | 3,72 | 2.789 | 2,80 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 20.514 | 16,26 | 1.583 | 15,21 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 84.637 | 0,98 | 6.532 | 0,08 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 37.032 | 4,47 | 2.858 | 3,55 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 104.392 | 22,53 | 8.057 | 21,42 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 88.568 | 5,54 | 6.836 | 4,59 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 370 | 60,17 | 29 | 55,56 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5.990 | 0,57 | 462 | -0,22 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.777 | 0,67 | 291 | -0,34 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.829 | 218 | ||||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 671.968 | 12,07 | 51.957 | 11,25 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 187.111 | 12,81 | 14.441 | 11,80 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 81.275 | 31,39 | 6.273 | 30,21 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14.902 | 52,03 | 1.150 | 50,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 305.945 | 13,53 | 24 | 15,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35.202 | 14,03 | 2.717 | 12,98 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.588 | 0,22 | 277 | -0,72 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 4.780 | 7,46 | 369 | 6,36 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 3.001 | 232 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 34.443 | 7,05 | 2.658 | 6,11 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 98.580 | 24,68 | 7.608 | 23,57 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 43.801 | 5,23 | 3.381 | 4,29 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 184.814 | 1,84 | 14.265 | 0,93 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 18.395 | 86,49 | 1.420 | 86,22 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14.838 | 0,01 | 1.145 | -0,87 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 27.834 | 5,41 | 2.148 | 4,47 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 668 | 33,60 | 52 | 34,21 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.697.194 | 4,49 | 285.128 | 3,47 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 299.193 | 8,40 | 23.092 | 7,43 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 99.163 | 2,98 | 7.653 | 2,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.340 | 257,25 | 181 | 252,94 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 9.539 | 8,66 | 736 | 7,76 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 54.170 | 26,69 | 4.181 | 25,56 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 152.001 | 7,00 | 11.731 | 6,04 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 3.951 | 0,13 | 305 | -0,98 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 16.996 | 8,06 | 1.312 | 7,11 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 137.060 | 10.578 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 125.857 | 10,14 | 9.714 | 9,15 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3.427 | 15,66 | 265 | 14,78 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 21.458 | 0,07 | 1.656 | -0,84 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 9.900 | 764 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 14.479 | 43,09 | 1.117 | 41,75 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 3.135 | 6,81 | 242 | 5,70 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 23.116 | 33,52 | 1.784 | 32,34 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 434.815 | 12,74 | 33.559 | 11,73 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 26.559 | 1.180,57 | 2.050 | 1.172,67 | ||||
| 2026-05-15 | 13F | Wit, Llc | 861.173 | 9,86 | 66.465 | 8,87 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 4.580 | 23,72 | 354 | 22,57 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2.640 | 204 | ||||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 68.341 | 7,17 | 5.275 | 6,20 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 13.500 | 1.042 | ||||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 9.489 | 28,94 | 739 | 28,75 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9.381 | 1 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 340 | -23,25 | ||||||
| 2026-04-20 | 13F | City State Bank | 185.211 | 6,41 | 14.295 | 5,45 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 173 | 13 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 30 | 2 | ||||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 74.514 | 26,77 | 5.751 | 25,63 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7.964 | 28,00 | 615 | 26,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 8.778 | 677 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 127.690 | 5,51 | 9.855 | 4,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 163.398 | 4,66 | 12.611 | 3,73 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 208.651 | 6,52 | 16.104 | 5,57 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 299 | 23 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 894 | 2.880,00 | 69 | 3.300,00 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 269.320 | 4,96 | 20.786 | 4,01 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 14.214 | 8,27 | 1.097 | 7,34 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 21.736 | 61,16 | 1.678 | 59,71 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 2.916 | 0,59 | 225 | 0,00 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 23.912 | 8,04 | 1.845 | 6,77 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 300.213 | 2,21 | 23.170 | 1,29 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 156 | 12 | ||||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 19.275 | 65,64 | 1.487 | 63,84 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4.811 | 14,30 | 371 | 13,46 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 34.978 | 5,46 | 2.700 | 4,49 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 882.475 | 10,69 | 68.727 | 10,39 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 131.628 | 19,75 | 10.159 | 18,68 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 187.022 | 1,25 | 14.434 | 0,34 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3.676 | 8,47 | 284 | 7,20 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 20.342 | 1.564 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 435.277 | 11,94 | 33.595 | 10,94 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 109.929 | 5,87 | 8 | 0,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 29.896 | 20,86 | 2.307 | 19,78 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 7.712 | 28,00 | 595 | 26,87 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.704.946 | 8,71 | 131.588 | 7,73 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 2.739 | 211 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.187.080 | 4,20 | 92.450 | 104.955,68 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 433.773 | 33.479 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 45.685 | 72,50 | 3.526 | 70,95 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 13.571 | 1.033 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 43.204 | 9,87 | 3.334 | 8,88 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 63.350 | 4.889 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 465 | 18,93 | 36 | 16,67 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 422.176 | 7,37 | 32.584 | 6,41 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 52.839 | 3,82 | 4.065 | 2,24 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 3.684 | 12,94 | 284 | 11,81 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 255.252 | 5,01 | 19.700 | 4,07 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 614.849 | 7,35 | 47.454 | 6,39 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 4.850 | 18,29 | 374 | 17,24 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 73.222 | 0,64 | 5.651 | -0,26 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 288.668 | 2,70 | 22.279 | 1,78 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 274 | 21 | ||||||
| 2026-04-07 | 13F | InvesTrust | 11.686 | 0,86 | 902 | -0,11 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 17.116 | 9,66 | 1.321 | 8,72 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 5.825 | 1,34 | 450 | 0,45 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5.114 | 2,77 | 395 | 1,81 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.165 | 167 | ||||||
| 2026-04-17 | 13F | Verde Capital Management | 140.901 | 0,31 | 10.875 | -0,59 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 585.094 | 10,20 | 44.871 | 8,61 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 388.406 | 10,36 | 30.070 | 9,71 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 125.065 | 0,38 | 9.652 | -0,52 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3.273 | 0,06 | 253 | -0,79 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 60.516 | 2,93 | 4.671 | 2,01 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 6.990 | 0,47 | 539 | -0,37 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 40.206 | 22,06 | 3.103 | 20,97 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 8.553 | 2,68 | 660 | 1,85 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 25.900 | 34,27 | 1.999 | 33,02 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 3.375 | 260 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6.308 | 35,34 | 487 | 33,88 | ||||
| 2026-04-24 | 13F | Twin City Private Wealth, Llc | 2.172 | 0,18 | 168 | -0,60 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 42 | 3 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 14.879 | 74,35 | 1.148 | 72,89 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 240.557 | 1,11 | 18.566 | 0,20 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 56 | 115,38 | 4 | 100,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 45.346 | 3.500 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 207 | 16 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 208.230 | 13,36 | 16.071 | 12,34 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 36.001 | 2,20 | 2.779 | 1,28 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 38.716 | 2,03 | 2.988 | 1,12 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 16.287 | 8,39 | 1.257 | 7,35 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 13.596 | 0,20 | 1.046 | -0,95 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 17.760 | 1.371 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 19.350 | 18,64 | 1.493 | 17,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 91.434 | 0,88 | 7.057 | -0,03 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 481.986 | 3,67 | 37.200 | 2,74 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3.506 | 271 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 136.446 | 10.531 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.810 | 76,06 | 448 | 74,32 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 72.644 | 2,94 | 5.607 | 2,02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 108.841 | 8,01 | 8.400 | 7,05 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.367 | 99,99 | 1.032 | 98,27 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 280.512 | 2,09 | 21.650 | 1,17 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 12.694 | 0,38 | 980 | -0,51 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 307.817 | 31,72 | 23.757 | 30,54 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 9.712 | 0,53 | 750 | -0,40 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4.315 | 0,56 | 333 | -0,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12.069.986 | 7,50 | 931.561 | 6,54 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 2.737 | 2,43 | 211 | 1,44 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 5.596.477 | 17,21 | 431.936 | 16,16 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 4.854 | 0,27 | 375 | -0,53 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 10.208 | 0,16 | 788 | -0,76 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 245.466 | 44,42 | 18.800 | 42,03 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 6.533 | 0,37 | 504 | -0,40 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 239.367 | 3,51 | 18.474 | 2,58 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 70 | 0,00 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.628 | 16,70 | 203 | 15,43 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 231.754 | 2,63 | 17.887 | 1,71 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3 | 0 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 276.995 | 11,02 | 21.378 | 10,03 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1.100 | 33,98 | 85 | 33,33 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 18 | 1 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 29.131 | 4,81 | 2.248 | 3,88 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36.955 | 0,93 | 2.852 | 0,04 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 72.769 | 5,07 | 5.616 | 4,13 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 118.369 | 14,97 | 9.136 | 13,93 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 130.043 | 0,41 | 10.037 | -0,50 | ||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 5.299 | 49,77 | 413 | 49,28 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 53.292 | 3,60 | 4.107 | 2,70 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 7.977 | 64,47 | 616 | 63,13 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 13.995 | 8,67 | 1.080 | 7,78 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.135 | 0,71 | 88 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 0 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 10 | 1 | ||||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4.755 | 10,66 | 367 | 9,58 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 242.494 | 4,89 | 18.716 | 3,94 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 640.986 | 15,54 | 49.458 | 14,48 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.364.610 | 2,55 | 106.276 | 2,28 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 88.124 | 13,05 | 6.801 | 12,04 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 15.836 | 1.218 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.240.765 | 18,59 | 790.382 | 17,52 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 574 | 10,81 | 44 | 10,00 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 6.287 | 0,11 | 485 | -0,82 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.393 | 1.239,42 | 108 | 1.250,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 62.238 | 6,21 | 4.804 | 119.975,00 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 163.011 | 4,30 | 12.581 | 3,36 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 24 | 2 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 334 | 26 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 30.974 | 162,54 | 2.381 | 158,80 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 89.113 | 30,58 | 6.878 | 29,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 10.076 | 3,02 | 773 | 1,45 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 627.777 | 8,20 | 48 | 6,67 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 13.955 | 24,82 | 1.077 | 23,79 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 199.383 | 13,85 | 15.388 | 12,82 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 688.532 | 114,12 | 53.141 | 112,20 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.000.360 | 6,47 | 154.388 | 5,52 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 85.614 | 0,41 | 6.668 | 1,11 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5.568 | 0,09 | 430 | -0,92 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 18.718 | 28,48 | 1.445 | 27,34 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 3.314 | 256 | ||||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 5.978 | 17,12 | 461 | 16,12 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 123.086 | 11,88 | 9.500 | 10,88 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 24.490 | 16,75 | 1.890 | 15,74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.709 | 11,63 | 133 | 11,76 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 999 | 0,71 | 77 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 182.463 | 8,71 | 14.082 | 7,73 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 219.460 | 2,60 | 16.938 | 1,67 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 12.889 | 13,29 | 995 | 12,19 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 106.602 | 4,39 | 8.228 | 3,46 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 16.139 | 7,34 | 1.246 | 6,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.183.505 | 8,15 | 554.423 | 7,17 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 202.302 | 5,10 | 15.709 | 4,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49.907 | 19,79 | 3.852 | 18,71 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 51.509 | 9,96 | 3.975 | 8,96 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 107.091 | 3,21 | 8.265 | 2,29 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 42.858 | 10,21 | 3.308 | 9,21 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 314 | 0,32 | 24 | 0,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 15.030 | 12,88 | 1.160 | 11,97 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 293.019 | 0,04 | 22.615 | -0,85 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.976 | 3,17 | 307 | 2,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4.747 | 9,63 | 366 | 8,61 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 1.414.410 | 3,09 | 109.164 | 2,17 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 35.688 | 2,20 | 2.754 | 1,29 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.238 | 944 | ||||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 3.356 | 14,62 | 259 | 13,16 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 13.769 | 2,17 | 1.063 | 1,24 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18.567 | 19,34 | 1.433 | 18,25 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 15.687 | 102,10 | 1.211 | 100,33 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 3.587 | 2,99 | 277 | 1,85 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 67.784 | 1,50 | 5.232 | 0,60 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 6.154 | 15,16 | 475 | 13,94 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 966.958 | 2,24 | 74.630 | 1,32 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 2.854 | 3,86 | 220 | 2,80 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6.471 | 499 | ||||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 34.028 | 7,64 | 2.626 | 6,66 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 14.940 | 1,83 | 1.153 | 0,96 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6.467 | 0,56 | 499 | -0,20 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 153.684 | 5,38 | 11.861 | 4,44 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 118.356 | 18,93 | 9.135 | 17,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13.953 | 0,72 | 1.073 | -0,46 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.648 | 14,32 | 282 | 13,31 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 989 | 27,28 | 76 | 26,67 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 62.371 | 2.308,15 | 4.703 | 2.239,30 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.297 | 0,70 | 100 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 29.490 | 11,50 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 167.562 | 9,26 | 12.932 | 8,28 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2.645 | 204 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 434.553 | 3,08 | 33.539 | 2,16 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 25.182 | 3,40 | 1.944 | 2,48 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2.034 | 157 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 4.961 | 6,07 | 383 | 4,95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.109.181 | 26,36 | 238.003 | 24,20 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 58.188 | 3,48 | 4 | 0,00 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 3.988 | 0,68 | 308 | -0,32 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 242.401 | 3,53 | 18.708 | 2,59 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 191.791 | 5,09 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.296 | 19,40 | 949 | 18,35 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 66.598 | 29,72 | 5.140 | 28,56 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 115.663 | 1,30 | 8.927 | 0,38 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 2.196 | 0,18 | 170 | -0,59 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 13.577 | 5,76 | 1.047 | 4,80 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 137.822 | 2,58 | 10.637 | 1,66 | ||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 60.153 | 0,79 | 4.643 | -0,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.128.425 | 7,32 | 87.092 | 6,36 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 22.169 | 3,84 | 1.711 | 2,95 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 153.276 | 24,49 | 11.937 | 24,15 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.885 | 6.632,14 | 145 | 7.150,00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 718.274 | 0,32 | 55.436 | -0,58 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 17.184 | 1.326 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 27.211 | 172,06 | 2.100 | 169,92 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 63.508 | 90,25 | 4.926 | 89,50 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 427.134 | 3,13 | 32.966 | 2,20 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 53.725 | 4,46 | 4.147 | 3,52 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.201 | 11,11 | 170 | 9,74 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 400.062 | 4,62 | 31 | 3,45 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 16.361 | 8,99 | 1.263 | 7,96 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 52.448 | 2,97 | 4.048 | 2,04 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 5.213 | 4,64 | 402 | 3,61 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 25.548 | 42,47 | 1.972 | 41,19 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.417 | 3,76 | 341 | 3,03 | ||||
| 2026-04-15 | 13F | City Holding Co | 91 | 7 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92.826 | 9,06 | 7.164 | 8,09 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 62.614 | 13,23 | 4.814 | 11,80 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 154.175 | 7,04 | 11.899 | 6,08 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2.426 | 0 | ||||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 146.847 | 8,76 | 11.334 | 7,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 390.234 | 12,29 | 30.118 | 11,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 79.592 | 88,38 | 6.143 | 86,69 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 255.556 | 9,59 | 19.724 | 8,60 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 43.473 | 73,33 | 3.356 | 71,79 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 301.429 | 0,09 | 23.264 | -0,81 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 3.219 | 0,25 | 248 | -0,80 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 8.061 | 4,80 | 622 | 3,84 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10.198 | 0,90 | 794 | 0,63 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 142 | 11 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 101.434 | 27,11 | 7.829 | 25,95 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 40.205 | 1,51 | 3.103 | 0,62 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 4.778 | 369 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 44.190 | 0,95 | 3.411 | 0,03 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 91.415 | 7,56 | 7.055 | 6,60 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3.698 | 285 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 486.860 | 0,94 | 34.548 | 0,12 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 138.685 | 17,56 | 10.704 | 16,50 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 359.497 | 7,89 | 27.746 | 6,92 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 121.563 | 24,34 | 9.382 | 23,22 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 11.691 | 0,96 | 902 | 0,11 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.003 | 155 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 5.590 | 2,34 | 431 | 1,41 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 10.326 | 0,45 | 797 | -0,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 596 | 6,43 | 46 | 6,98 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 11.479 | 22,34 | 886 | 21,23 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5.304 | 0,66 | 409 | -0,24 | ||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 78.713 | 219,43 | 6.075 | 216,57 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 5.411 | 54,56 | 418 | 53,31 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 310.158 | 2,96 | 23.938 | 2,03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 155.792 | 6,76 | 12.024 | 5,81 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 11.261 | 4,21 | 869 | 3,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4.013 | 4,48 | 310 | 3,34 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 176.092 | 4,05 | 13.591 | 3,11 | ||||
| 2026-05-15 | 13F | EFG International AG | 93 | 7 | ||||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 11.261 | 869 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 34.036 | 1,15 | 2.627 | 0,23 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 35.576 | 21,38 | 2.746 | 20,29 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.876 | 2,57 | 994 | 1,64 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 399.186 | 0,28 | 30.809 | -0,62 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 115.562 | 8.919 | ||||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 2.340 | 840 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 33.793 | 41,32 | 2.608 | 40,06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.414 | 572 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.087.410 | 290,22 | 83.926 | 286,72 | ||||
| 2026-05-01 | 13F | American Trust | 1.240.393 | 8,08 | 95.734 | 6,87 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 175.447 | 1,87 | 13.541 | 0,95 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 77.646 | 12,73 | 5.999 | 11,71 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.700.472 | 4,98 | 285.602 | 4,03 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 8.341 | 132,02 | 644 | 130,47 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 7.770 | 600 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 25.610 | 8,19 | 1.977 | 7,22 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 789.396 | 22,95 | 60.926 | 21,84 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 102.873 | 2,57 | 7.940 | 1,65 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 10.127 | 0,02 | 782 | -0,89 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 145.845 | 11.256 | ||||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 54.052 | 17,69 | 4.172 | 16,64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 952.304 | 65,72 | 73.261 | 63,69 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.319 | 6,20 | 102 | 5,21 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 241.929 | 4,43 | 18.672 | 3,50 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 2.835 | 4,27 | 219 | 3,32 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 180.541 | 0,16 | 13.934 | -0,73 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 160 | 12 | ||||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 306.559 | 66,13 | 23.660 | 64,65 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 15.199 | 0,43 | 1.173 | -0,68 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4.191 | 17,26 | 323 | 16,19 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.885 | 0,03 | 223 | -0,89 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 315.313 | 9,79 | 24.336 | 8,80 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1.720 | 133 | ||||||
| 2026-05-05 | 13F | Seros Financial, LLC | 15.247 | 11,81 | 1.177 | 10,84 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 3.789 | 291 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 218.665 | 51,87 | 16.877 | 50,50 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 22.267 | 181,58 | 1.719 | 179,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 87.917 | 7,13 | 6.847 | 6,84 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 364.956 | 3,36 | 28.167 | 2,43 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 254.554 | 4,65 | 19.647 | 3,71 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1.890.146 | 24,34 | 145.881 | 23,22 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 13.770 | 1,74 | 1.063 | 0,76 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 373.251 | 4,70 | 28.808 | 3,76 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 69.651 | 9,28 | 5.376 | 8,30 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12.647 | 7,25 | 976 | 6,32 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 283 | 22 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 106.764 | 4,26 | 8.240 | 3,34 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 92.643 | 7,03 | 7.150 | 6,07 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 6.121 | 11,60 | 472 | 10,54 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 8.303 | 3,81 | 641 | 2,89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 62.043 | 121,52 | 4.788 | 119,53 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 803 | 55,92 | 62 | 52,50 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 87.756 | 9,98 | 6.773 | 9,00 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 38.309 | 3,00 | 2.957 | 2,07 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 375.206 | 4,65 | 28.958 | 3,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 36.952 | 2.852 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.523.280 | 12,47 | 194.747 | 11,46 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 466 | 36 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 457.524 | 10,57 | 35.394 | 9,48 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22.049 | 13,48 | 1.702 | 12,43 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 80.803 | 6,86 | 6.236 | 5,89 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 118.975 | 4,55 | 9.183 | 3,61 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 19.382 | 25,91 | 1.496 | 24,79 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 94 | 2,17 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 106.723 | 39,59 | 8.237 | 38,33 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3.415 | 0,06 | 264 | -0,75 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 9.892 | 350,25 | 770 | 350,29 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 481.189 | 2.523,57 | 37.138 | 2.500,70 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 291 | 22 | ||||||
| 2026-04-21 | 13F | Parker Financial LLC | 99.088 | 6,41 | 7.629 | 5,20 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 26.409 | 3,83 | 2.038 | 2,93 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 3.775 | 291 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 222.339 | 87,85 | 17.160 | 86,18 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 83.854 | 2,20 | 6.472 | 1,28 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 18.120 | 0,10 | 1.399 | -0,78 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 82.765 | 28,34 | 6.388 | 26,85 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10.143 | 0,69 | 783 | -0,26 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 492.315 | 7,88 | 38 | 5,71 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 228 | 18 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 3.436 | 28,26 | 265 | 27,40 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 4.951 | 2,57 | 382 | 1,87 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5.215 | 23,70 | 402 | 22,56 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 88.770 | 12,60 | 6.851 | 11,58 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11.503 | 2,09 | 888 | 1,25 | ||||
| 2026-04-13 | 13F | Spring Capital Management, Llc | 16.837 | 0,62 | 1.299 | -0,31 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 43.661 | 9,95 | 3.370 | 8,96 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 105.039 | 0,99 | 8.107 | 0,07 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.434.660 | 2,83 | 110.727 | 1,90 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 217.876 | 17,62 | 16.816 | 16,56 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 173.884 | 46,84 | 13.420 | 45,52 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 606.080 | 1,71 | 46.777 | 0,79 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 6 | 237 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 2.610 | 0,69 | 201 | 0,00 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 44.842 | 26,22 | 3.461 | 25,09 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 5.417 | 418 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 153 | 0,66 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 115.680 | 15,23 | 8.928 | 14,20 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 27.173 | 9,87 | 2.099 | 8,93 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 233.685 | 21,67 | 18.036 | 20,58 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 66 | 5 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 10.919 | 732,88 | 843 | 725,49 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 609.591 | 11,09 | 47.048 | 10,09 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 22.100 | 28,52 | 1.706 | 27,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10.357.175 | 29,97 | 799.367 | 28,80 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 143.377 | 10,71 | 11.066 | 9,72 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 68.621 | 0,89 | 5.296 | -0,02 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 11.202 | 4,34 | 870 | 3,95 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 35.669 | 3,60 | 2.753 | 2,65 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 22.972 | 80,14 | 1.773 | 78,45 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10.515 | 103,11 | 812 | 100,74 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 611.089 | 3,11 | 47.164 | 2,18 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 1.424 | 20,07 | 110 | 18,48 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 27.764.129 | 8,76 | 2.142.835 | 7,79 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 2.325 | 5,87 | 179 | -50,42 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 346.701 | 17,03 | 26.758 | 15,98 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 136.415 | 5,86 | 10.529 | 4,90 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 74.912 | 11,09 | 5.782 | 10,09 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 7.692 | 15,81 | 594 | 14,70 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 43.420 | 5,87 | 3.351 | 4,92 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 5.357.768 | 2,53 | 413.513 | 1,61 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 3.645 | 0,64 | 281 | -0,35 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 76.120 | 7,99 | 5.875 | 5,67 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 5.576 | 0,92 | 430 | 0,00 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 44.723 | 5,18 | 3.452 | 4,23 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 91.844 | 0,30 | 7.088 | -0,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.305 | 482,07 | 178 | 490,00 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 156.920 | 5,96 | 12.111 | 5,01 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.596 | 0,46 | 355 | -0,56 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8.828 | 681 | ||||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 3.380 | 5,96 | 261 | 4,84 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 301 | 20,40 | 23 | 21,05 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 26.705 | 9,38 | 2.061 | 8,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.496.862 | 1.077,36 | 115.528 | 1.066,82 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 770.358 | 20,08 | 59.456 | 19,00 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.819 | 28,37 | 140 | 27,27 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 2.985 | 0,67 | 230 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 93.053 | 4,50 | 7.156 | 3,19 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 2.185.893 | 1,58 | 168.707 | 0,66 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.051 | 133,62 | 313 | 131,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 8.606 | 3,10 | 664 | 2,15 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 83.824 | 1,12 | 6.470 | 0,22 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 16.004 | 20,52 | 1.235 | 19,44 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 32.488 | 114,97 | 2.507 | 113,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 193.757 | 6,84 | 14.954 | 5,87 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 356.107 | 24,83 | 27.484 | 23,71 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 269.867 | 92,33 | 20.828 | 90,61 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 9.502 | 17,38 | 733 | 16,35 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 82.586 | 2,53 | 6.374 | 1,61 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2.294 | 6,11 | 177 | 5,36 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 9.111 | 0,67 | 701 | -0,57 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 23.739 | 0,97 | 1.826 | -0,27 | ||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 492.744 | 1,80 | 38.089 | 1,19 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 87.475 | 6,63 | 6.762 | 5,82 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 11.753 | 10,74 | 907 | 9,81 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 6.929 | 5,80 | 535 | 4,71 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 18.101 | 7,67 | 1.397 | 6,72 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 44.639 | 8,26 | 3.445 | 7,29 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 8.249 | 0,07 | 637 | -0,78 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 46.984 | 1,04 | 3.626 | 0,14 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15.312 | 10,84 | 1.193 | 10,58 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.283.152 | 2,48 | 407.754 | 1,55 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 129.737 | 16,01 | 10.013 | 14,97 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 17.356 | 16,66 | 1.340 | 15,63 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 23.906 | 3,92 | 1.845 | 3,02 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 188.543 | 0,69 | 14.552 | -0,21 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 86.299 | 0,68 | 6.661 | -0,22 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 48.977 | 6,52 | 3.780 | 5,56 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 40.547 | 2,88 | 3.129 | 1,96 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2.585 | 200 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 23.554.417 | 39,89 | 1.817.930 | 38,63 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 14.266 | 19,28 | 1.101 | 18,26 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 74.524 | 35,04 | 5.752 | 33,84 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.080 | 315 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 112.934 | 5,40 | 8.716 | 4,46 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 83.827 | 10,87 | 6.470 | 9,87 |
