Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Bond Index Funds - Vanguard Total Bond Market ETF eröffnet haben, gehören Vanguard Advisers Inc, Vanguard Global Advisers, LLC, Vanguard Capital Management Llc, Arizona PSPRS Trust, Tiaa-cref Individual & Institutional Services, Llc, Ohio National Investments, Inc., Cerity Partners Retirement Plan Advisors LLC, Verus Advisory, Inc., Yeomans Consulting Group, Inc., DORVAL Corp, Vanguard National Trust Co, Phillip James Consulting Co., Ashford Advisors, LLC, Stark Wealth Management LLC, Banco BTG Pactual S.A., Cornerstone National Bank & Trust Co, OFS Enterprise LLC, Planning Project LLC, Baer Investment Advisory LLC, und Towle & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 59.061 | 33,11 | 4 | 33,33 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 20.709 | 2,55 | 1.525 | 2,01 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 86.129 | 12,23 | 6.343 | 11,58 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 71.025 | 10,38 | 5.230 | 9,74 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 8.954 | 0,57 | 1 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 285.989 | 16,94 | 21.183 | 16,47 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 46 | 3 | ||||||
| 2026-04-13 | 13F | Sarasin & Partners LLP | 52.524 | 1,26 | 3.868 | 0,68 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 17.033.303 | 1.254.332 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 11.475 | 35,93 | 845 | 35,20 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 610.934 | 15,06 | 44.989 | 14,39 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 122.070 | 17,00 | 8.989 | 16,33 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 65.146 | 9,07 | 4.797 | 8,46 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9.786 | 1,83 | 722 | 1,69 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 8.207 | 11,12 | 604 | 10,42 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.715 | 21,20 | 126 | 21,15 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 7.994 | 6,63 | 589 | 5,95 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 46.786 | 132,50 | 3.445 | 131,21 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 41.692 | 262,13 | 3.070 | 260,33 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 52.861 | 80,13 | 3.893 | 79,11 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.395.967 | 0,81 | 176.439 | 0,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 185.616 | 44,05 | 13.669 | 43,21 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 257 | 0,39 | 0 | |||||
| 2026-04-21 | 13F | Tenon Financial LLC | 480.853 | 11,81 | 35.410 | 11,16 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 646.202 | 35,11 | 48 | 34,29 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 29.476 | 0,64 | 2.171 | 0,05 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 102.516 | 72,26 | 7.549 | 71,26 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 15.598 | 2,29 | 1.149 | 1,68 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 78.472 | 5.779 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 19.919 | 0,51 | 1.467 | -0,07 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 1.085.910 | 6,56 | 80.433 | 6,13 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 163.977 | 2,66 | 12.075 | 1,68 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 4.286 | 0,63 | 316 | 0,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 13.655 | 0,77 | 1.011 | 0,40 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 20.823 | 2,72 | 1.533 | 2,13 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 431.128 | 4,69 | 31.748 | 4,08 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 32.987 | 11,16 | 2.429 | 10,51 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 389.275 | 225,16 | 28.666 | 223,29 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.822.695 | 134.223 | ||||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 8.063 | 594 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 3.068 | 226 | ||||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 16.441 | 61,36 | 1.211 | 60,48 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 39.260 | 15,91 | 2.891 | 15,27 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 501 | 0,60 | 37 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 41.042 | 11,36 | 3.022 | 10,74 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 36.278 | 11,04 | 2.672 | 10,37 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 132.570 | 13,24 | 9.762 | 12,58 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 5.408 | 23,75 | 401 | 23,46 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 24.157 | 90,59 | 1.779 | 88,55 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 796 | 36,30 | 59 | 34,88 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 312.565 | 12,06 | 23.017 | 11,41 | ||||
| 2026-05-14 | 13F | TLT Family Holdco ULC | 254.300 | 25,21 | 18.727 | 24,48 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 35.495 | 1,07 | 2.614 | 0,46 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 8.104 | 22,71 | 597 | 21,88 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 38.301 | 0,22 | 2.820 | -0,77 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 56.711 | 2,42 | 4.176 | 1,83 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 88.281 | 62,94 | 6.501 | 62,00 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 17.196 | 9,64 | 1.266 | 9,04 | ||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 2.953 | 217 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 219.585 | 213,43 | 16.170 | 211,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 246.197 | 11,74 | 18.130 | 11,08 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 445.436 | 186,20 | 32.802 | 184,56 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 605 | 225,27 | 45 | 238,46 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 21.970 | 9,95 | 1.618 | 9,33 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 917.595 | 2,08 | 67.572 | 1,49 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 2.206.842 | 6,21 | 162.512 | 5,59 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 199.678 | 10,21 | 14.704 | 9,57 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 122.344 | 2,36 | 9.009 | 1,76 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 32.762 | 11,01 | 2.413 | 10,39 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 7.334 | 56,54 | 540 | 55,62 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 4.362 | 94,04 | 321 | 93,37 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 21.627 | 0,54 | 1.593 | -0,06 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 146.890 | 8,47 | 7.685 | 0,71 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 112.711 | 25,48 | 8.300 | 24,76 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4.951.598 | 6,79 | 364.636 | 6,17 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 687.727 | 1,96 | 50.644 | 1,37 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 187.059 | 27,53 | 13.775 | 26,79 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 134.412 | 0,42 | 9.898 | -0,16 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 3.639 | 3,59 | 268 | 3,08 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4.241.740 | 39,89 | 312.362 | 39,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5.670 | 19,54 | 418 | 18,80 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 39.073 | 10,58 | 2.876 | 9,85 | ||||
| 2026-04-08 | 13F | Exchange Bank | 44.171 | 0,10 | 3.253 | -0,49 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 13.018 | 0,69 | 959 | 0,10 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 406.443 | 12,71 | 29.930 | 12,06 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 371.006 | 1,37 | 27.321 | 0,78 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.122.005 | 11,38 | 156.264 | 10,73 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 360.158 | 2,24 | 26.522 | 1,65 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 106.278 | 6,63 | 7.826 | 6,01 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 905.636 | 27,77 | 66.691 | 27,03 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 227.791 | 41,95 | 16.775 | 41,12 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 667.292 | 15,62 | 49.139 | 14,95 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 1.079.257 | 132,41 | 79.477 | 97,62 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 5.947 | 0,56 | 438 | -0,23 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2.702 | 1,73 | 199 | 1,53 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 40.470 | 0,17 | 3 | 0,00 | ||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 11.701 | 6,68 | 862 | 6,03 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.703 | 467,67 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.533 | 26,49 | 0 | |||||
| 2026-04-22 | 13F | DORVAL Corp | 196.445 | 14.466 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 4.953 | 365 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 538.041 | 5,66 | 39.621 | 4,76 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 11.793 | 18,76 | 868 | 18,10 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 147 | 1,38 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 1.100.000 | 81.004 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 67.525 | 7,24 | 4.973 | 6,63 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 345.744 | 0,32 | 25.461 | -0,26 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 573.704 | 51,85 | 42.248 | 50,97 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 347.721 | 10,08 | 25.617 | 9,49 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 2.730 | 201 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 69.922 | 0,30 | 5.149 | -0,27 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 5.150 | 84,99 | 379 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 23.823 | 12,10 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 18.350 | 10,52 | 1.351 | 9,93 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 31.824 | 3,71 | 2.344 | 3,13 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 288 | 21 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 14.396 | 9,72 | 1.060 | 9,17 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 3.215.296 | 7,11 | 236.774 | 6,49 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.526 | 56,67 | 112 | 55,56 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 149.529 | 11.011 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 725 | 0,69 | 53 | 0,00 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 339.926 | 13,60 | 25.032 | 12,48 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 17.492 | 2,14 | 1.288 | 1,58 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.414 | 841 | ||||||
| 2026-04-06 | 13F | Gpwm Llc | 307.025 | 8,98 | 22.609 | 8,35 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 61 | 4 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 180.548 | 18,90 | 13.296 | 18,21 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 10.014 | 86,79 | 1 | |||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 19.146 | 6,87 | 1.410 | 6,18 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.700 | 641 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 215.097 | 10,25 | 15.840 | 9,61 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 15.947 | 0,42 | 1.174 | -0,17 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 14.764 | 13,67 | 1.087 | 12,99 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 749.709 | 3,05 | 55.209 | 2,45 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 4.289 | 12,22 | 316 | 11,31 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 205.944 | 7,56 | 15.166 | 6,93 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 4.330 | 319 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 6.627 | 0,87 | 488 | 0,21 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 9.742 | 4,27 | 717 | 3,61 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 83.932 | 261,84 | 6.181 | 259,72 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 22.353 | 61,32 | 1.646 | 60,43 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 69.630 | 19,42 | 5.128 | 18,74 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 9.491 | 699 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 40.453 | 17,72 | 2.979 | 17,01 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.316.285 | 1,50 | 96.933 | 0,91 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 57.462 | 7,60 | 4.232 | 6,98 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 468.222 | 4,85 | 34.480 | 4,24 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 11.805 | 84,97 | 869 | 84,11 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 43.416 | 9,59 | 3.197 | 8,96 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 107.456 | 9,75 | 7.913 | 9,11 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 35.700 | 2.629 | ||||||
| 2026-05-14 | 13F | Laraway Financial Inc | 9.271 | 6,09 | 683 | 5,41 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 88.448 | 6.513 | ||||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 473.626 | 9,04 | 34.878 | 8,41 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 122.276 | 17,10 | 9.004 | 16,42 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.468 | 185,79 | 625 | 183,64 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 4.003 | 295 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5.051 | 372 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 208.677 | 15.367 | ||||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 9.807 | 15,87 | 722 | 15,34 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 8.951 | 10,40 | 659 | 9,83 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 246.982 | 3,97 | 18.188 | 3,36 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.426.107 | 23,57 | 105.019 | 22,86 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 297.401 | 7,64 | 21.901 | 7,01 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 36.340 | 27,11 | 2.676 | 26,11 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 246 | 74,47 | 18 | 80,00 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 8.892 | 23,41 | 1 | |||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 280.718 | 3,13 | 20.672 | 2,54 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 6.431 | 474 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 29.317 | 5,54 | 2.159 | 4,60 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 134.713 | 3,17 | 9.887 | 2,31 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 834 | 4,51 | 61 | 3,39 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 611.049 | 18,10 | 44.998 | 17,42 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 7.629 | 3,67 | 562 | 2,75 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 3.617 | 4,87 | 266 | 4,31 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 176.906 | 0,87 | 13.066 | 0,34 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 61.349 | 4.504 | ||||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 10.338 | 1,32 | 761 | 0,79 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 135.871 | 5,20 | 10.006 | 4,59 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 3.807 | 6,16 | 280 | 5,66 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 10.688 | 0,03 | 787 | -0,76 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 15.595 | 7,69 | 1.148 | 7,09 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 53.471 | 1,03 | 3.938 | 0,43 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 18.746 | 85,75 | 1 | |||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 4.972 | 2,47 | 366 | 1,95 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 287.051 | 11,16 | 21.138 | 10,51 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 81 | 1,25 | 6 | 0,00 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 149.355 | 16,69 | 10.999 | 16,01 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 40.153 | 26,58 | 2.957 | 25,84 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 4.837 | 12,57 | 356 | 11,95 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 108.009 | 12,64 | 7.954 | 11,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.688.926 | 1,24 | 125.099 | 100.785,48 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 162 | 12 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.469 | 221,07 | 182 | 223,21 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 250.614 | 1,74 | 18.455 | 1,15 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 145.667 | 0,78 | 10.790 | 0,37 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 19.561 | 5,39 | 1.440 | 5,03 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 10.947 | 6,50 | 806 | 5,91 | ||||
| 2026-05-12 | 13F | ESG Planning | 255.450 | 3,24 | 18.811 | 2,65 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 7.619 | 0,47 | 561 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.310 | 96 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 4.603 | 9,44 | 339 | 8,68 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 274.366 | 2,99 | 20.204 | 2,39 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 160.040 | 10.968 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 13.747 | 3,14 | 1.012 | 2,53 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 135 | 10 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 8.297 | 611 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 7.113.723 | 7,19 | 523.855 | 6,31 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 73.811 | 0,59 | 5.435 | 0,00 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 13.553 | 6,53 | 998 | 5,94 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 3.969 | 292 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2.568 | 20,28 | 189 | 19,62 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 178.390 | 4,87 | 13.137 | 4,25 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 39.097 | 2,06 | 2.879 | 1,48 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4.512 | 12,10 | 333 | 10,30 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 4.147 | 31,78 | 0 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 784 | 58 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 1.540.374 | 73,82 | 113.433 | 72,81 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 40.782 | 34,51 | 3.003 | 33,76 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 21.435 | 9,72 | 1.578 | 9,28 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 5.827 | 61,41 | 429 | 60,67 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 61.158 | 152,50 | 4.504 | 151,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 20.868 | 34,56 | 1.537 | 33,80 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 349.392 | 17,89 | 26 | 19,05 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 19.895 | 13,81 | 1.465 | 13,21 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 828.114 | 1,02 | 60.982 | 0,44 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 231.983 | 5,29 | 17 | 6,25 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17.911 | 9,09 | 1.319 | 8,39 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 33.668 | 2.494 | ||||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 19.459 | 1.433 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.047.183 | 3,08 | 77.115 | 2,49 | ||||
| 2026-04-22 | 13F | Motco | 1.752 | 129 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 494 | 420,00 | 36 | 414,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 134.816.565 | 2,99 | 9.927.892 | 2,39 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 13.526 | 95,04 | 990 | 92,41 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 3.645 | 2,53 | 268 | 1,90 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 99.725 | 0,50 | 7.355 | 0,07 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3.636 | 33,04 | 268 | 32,18 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 223.152 | 0,64 | 16.433 | 0,05 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 121 | 9 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 3.272 | 0 | ||||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 782.000 | 8,61 | 57.586 | 7,98 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 65.988 | 2,04 | 4.859 | 1,44 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 287.876 | 5,20 | 21.199 | 4,59 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 90.043 | 359,59 | 2.967 | 104,41 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 59.833 | 0,75 | 4.406 | 0,18 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 20.019 | 1.477 | ||||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 17.585 | 17,98 | 1.295 | 17,21 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 259.795 | 19.243 | ||||||
| 2026-05-05 | 13F | Zeit Capital LLC | 159.520 | 11,88 | 11.747 | 11,24 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 4.959 | 0,06 | 365 | -0,54 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 25.694 | 12,83 | 1.892 | 12,22 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 198.536 | 1,26 | 14.608 | 0,59 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 18.037 | 11,04 | 1.328 | 10,39 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 56.585 | 12,69 | 4.167 | 12,02 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 6.409 | 0,39 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 360 | 27 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 59.906 | 58,00 | 4.411 | 57,09 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 8.475 | 1,50 | 622 | 0,65 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 87.499 | 1,57 | 6.443 | 0,99 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 448 | 10,07 | 33 | 6,67 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 49.927 | 4,09 | 3.677 | 3,49 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 84.679 | 9,31 | 6.236 | 8,66 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 12.074 | 8,44 | 889 | 7,89 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 6.000 | 442 | ||||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 345.212 | 8,49 | 25.421 | 7,86 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3.911 | 17,10 | 288 | 16,19 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 16.126 | 2,32 | 1.188 | 1,71 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.604 | 15,97 | 855 | 15,25 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 185.942 | 50,60 | 13.646 | 48,80 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 925.546 | 3,78 | 67.787 | 2,62 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 227.100 | 3,15 | 16.724 | 2,24 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 21.881 | 25,29 | 1.611 | 24,59 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 195.617 | 1,43 | 14.405 | 0,85 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 120.753 | 16,86 | 8.892 | 16,19 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 748.499 | 1,52 | 55.119 | 0,94 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 13.367 | 984 | ||||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 51.471 | 2,01 | 3.790 | 1,42 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 200 | 15 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 72.893 | 3,46 | 5.368 | 2,86 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.933 | 51,15 | 291 | 50,78 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 183.250 | 56,50 | 13.495 | 55,59 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4.318 | 4,68 | 318 | 4,26 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 252.934 | 1,43 | 18.626 | 0,84 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.748.378 | 8,03 | 202.391 | 7,40 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 226.278 | 58,97 | 16.663 | 58,05 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 13.800 | 5,33 | 1.016 | 4,74 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 20.189 | 0,06 | 1.487 | -0,54 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 469.254 | 34.481 | ||||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 139.779 | 6,66 | 10.293 | 6,05 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 1.543.560 | 2,11 | 113.668 | 1,51 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 10.655 | 785 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 1.583.689 | 10,45 | 116.623 | 9,81 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.286.917 | 66,10 | 95.322 | 66,10 | ||||
| 2026-05-05 | 13F | Ashford Advisors, LLC | 90.818 | 7.087 | ||||||
| 2026-04-06 | 13F | CX Institutional | 3.210 | 5,11 | 0 | |||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 24.068 | 15,83 | 1.772 | 15,14 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 353.289 | 109,12 | 26.016 | 107,91 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 9.433 | 1,20 | 695 | 0,29 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 17.347 | 1,15 | 1.277 | 0,55 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 12.470 | 3,40 | 918 | 2,80 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 3.210 | 0,66 | 236 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 169.636 | 3,05 | 12.475 | 2,31 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 16.406 | 4,60 | 1.208 | 4,05 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 19.635 | 49,26 | 1.446 | 48,36 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 3.375 | 249 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 45.392 | 19,75 | 3.343 | 19,06 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 155.952 | 63,26 | 11.484 | 62,32 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 730.405 | 49,33 | 53.787 | 48,46 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 76.996 | 31,61 | 5.670 | 30,83 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 259.283 | 3,54 | 19.094 | 2,94 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 318.149 | 9,77 | 23.428 | 9,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 4.207.293 | 17,51 | 307.642 | 16,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 7.637 | 0,55 | 562 | 0,00 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 2.192.270 | 16,74 | 161.395 | 16,02 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.434.537 | 5,27 | 179.279 | 4,66 | ||||
| 2026-04-24 | 13F | Whelan Financial | 221.140 | 1,32 | 16.285 | 0,73 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 17.814 | 13,66 | 1.282 | 10,42 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 1.466 | 49,44 | 108 | 48,61 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.446 | 27,18 | 106 | 26,19 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26.649 | 61,71 | 2 | 0,00 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 2.573.111 | 2,93 | 189.484 | 2,33 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 49.409 | 7,52 | 3.638 | 6,91 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8.348 | 20,67 | 615 | 19,92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 382.924 | 11,80 | 28.199 | 11,16 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1.316.515 | 2,71 | 96.948 | 2,12 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 52.120 | 3.838 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 540.891 | 2,82 | 39.831 | 2,23 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 31 | 2 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 363.057 | 1,45 | 26.736 | 0,86 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 198.340 | 5,84 | 14.606 | 5,22 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 4.930 | 12,71 | 363 | 12,38 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.538 | 261 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.181 | 0,14 | 897 | -0,33 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 3.968 | 13,02 | 292 | 12,31 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 433 | 32 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 836.357 | 23,26 | 15.957 | -68,25 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 14.782 | 0,64 | 1.089 | 0,09 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 85.464 | 1,52 | 6.294 | 0,93 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 19.533 | 59,73 | 1.438 | 58,90 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 3.507 | 10,60 | 258 | 10,26 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 44.144 | 6,48 | 3.251 | 5,86 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 49.963 | 11,38 | 3.679 | 10,75 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5.144 | 100,00 | 376 | 97,89 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 43.369 | 3,06 | 3.194 | 2,44 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 129.963 | 210,40 | 9.538 | 207,65 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 64.532 | 118,69 | 4.752 | 117,48 | ||||
| 2026-04-16 | 13F | Scott & Selber, Inc. | 6.692 | 4,73 | 493 | 4,02 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 97.665 | 3,80 | 7.222 | 3,22 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 4.743 | 349 | ||||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 109.191 | 3,92 | 8.041 | 3,32 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 7.910 | 22,77 | 582 | 22,01 | ||||
| 2026-04-24 | 13F | Balentine LLC | 36.652 | 2,73 | 2.699 | 2,16 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 251.636 | 43,30 | 18.530 | 42,47 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 75.481 | 7,55 | 5.558 | 6,93 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 342.399 | 0,58 | 25.214 | 0,00 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 118.679 | 16,08 | 8.739 | 15,41 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 382.675 | 1,73 | 28.180 | 1,14 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.151 | 0,06 | 232 | -0,43 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 4.593 | 57,24 | 338 | 56,48 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.452 | 598,08 | 107 | 606,67 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 2.336 | 0,60 | 171 | 0,00 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 28.482 | 11,46 | 2.097 | 11,07 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 36.961 | 2,82 | 2.722 | 2,22 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 719.344 | 0,90 | 52.972 | 0,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 350.377 | 9,46 | 25.802 | 8,82 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 62.364 | 0,61 | 4.592 | 0,02 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 286 | 1.091,67 | 21 | 2.000,00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 143.000 | 3,62 | 10.531 | 3,02 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 312.305 | 5,65 | 22.998 | 5,04 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 51.014 | 6,74 | 3.744 | 5,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 739.826 | 3,12 | 54.481 | 2,52 | ||||
| 2026-05-15 | 13F | State Street Corp | 5.348.975 | 3,00 | 393.899 | 2,40 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 37.072 | 16,82 | 2.730 | 16,13 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14.486 | 3,68 | 1.067 | 3,09 | ||||
| 2026-05-15 | 13F | EFG International AG | 8.400 | 619 | ||||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 20.470 | 1,62 | 1.507 | 1,07 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 407.882 | 2,35 | 30.036 | 1,76 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 35.560 | 5,28 | 2.619 | 4,68 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 884 | 30,19 | 65 | 30,00 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 730.638 | 0,01 | 53.804 | -0,57 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 417.425 | 4,44 | 30.739 | 3,84 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.458 | 670,53 | 181 | 682,61 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 3.036 | 225 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 533.714 | 81,80 | 39.500 | 81,39 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 146.850 | 12,71 | 10.814 | 12,06 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 43.564 | 0,53 | 3.208 | -0,03 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 140.117 | 0,19 | 10.322 | -0,39 | ||||
| 2026-05-11 | 13F | Boston Partners | 616.170 | 45.375 | -1,33 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 5.458 | 0,76 | 402 | 0,00 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 12.996 | 957 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.406.434 | 9,69 | 103.570 | 9,05 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 33.923 | 49,13 | 2.480 | 47,53 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5.065 | 0,64 | 373 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 125.018.604 | 0,07 | 9.206.370 | -0,51 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 5.377 | 396 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 140.551 | 26,81 | 10.350 | 26,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 22.051 | 22,11 | 1.624 | 21,39 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 34.597 | 255,97 | 2.540 | 253,27 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 204.589 | 4,66 | 15.066 | 4,05 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 6.997 | 15,98 | 515 | 15,47 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.825.484 | 2,15 | 134.429 | 1,56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 285.353 | 3,89 | 21.013 | 3,29 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 142.837.967 | 2,30 | 10.495.734 | 1,48 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 3.721 | 0,65 | 275 | 0,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 21.754 | 0,72 | 1.602 | 0,13 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 484.880 | 2,03 | 35.707 | 1,43 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 17.885 | 8,71 | 1.317 | 8,13 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 62.413 | 0,26 | 4.596 | -0,33 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 42.826 | 2,88 | 3.154 | 105.033,33 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 344 | 25 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 4.731 | 348 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 98.791 | 13,41 | 7.275 | 12,74 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 37.554 | 202,59 | 2.765 | 200,87 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 4.341 | 320 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 193.214 | 3,14 | 14.311 | 2,73 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 3.481 | 256 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 90.691 | 10,38 | 6.666 | 9,53 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 52.098 | 17,17 | 3.848 | 16,82 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6.571 | 28,42 | 484 | 27,44 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 885 | 0,68 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 899.249 | 30,02 | 66.221 | 29,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.071.832 | 11.540,23 | 78.930 | 11.473,17 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6.800 | 501 | |||||
| 2026-04-27 | 13F | GenTrust, LLC | 1.748.560 | 11,93 | 128.764 | 11,28 | ||||
| 2026-05-01 | 13F | Avion Wealth | 15.319 | 0,05 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 72.151 | 5,36 | 5.313 | 4,75 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7.756.971 | 0,28 | 571.223 | -0,30 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 447.772 | 18,70 | 32.974 | 18,01 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4.930 | 19,23 | 363 | 18,63 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 8.689 | 33,82 | 640 | 33,13 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 153.104 | 22,25 | 11.275 | 21,54 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 26.558 | 5,36 | 1.956 | 4,71 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 2.961 | 218 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 12.274 | 3,24 | 1 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 162.840 | 8,88 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 786.765 | 3,54 | 57.937 | 2,94 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 240.334 | 261,50 | 17.698 | 259,42 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 813 | 511,28 | 60 | 555,56 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.627.785 | 8,48 | 635.350 | 7,85 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 4.675 | 21,21 | 344 | 20,70 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 18.156 | 1,11 | 1.337 | 0,53 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 262 | 0,77 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 291.378 | 66,23 | 21.457 | 65,27 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 3.250 | 239 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 106.507 | 10,25 | 7.843 | 9,62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 130.199 | 74,82 | 9.644 | 74,12 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 5.590 | 12.052,17 | 412 | 13.600,00 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 12.240 | 18,38 | 901 | 17,78 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 26.807 | 5,21 | 1.974 | 4,61 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 430.249 | 4,26 | 31.684 | 3,65 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5.042 | 371 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 145.166 | 142,13 | 10.690 | 140,77 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 6.947 | 25,17 | 512 | 24,33 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 77.955 | 27,57 | 5.741 | 26,82 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 3.646 | 268 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 132.902 | 77,16 | 9.843 | 77,14 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 323.481 | 4,18 | 23.820 | 3,57 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 117.441 | 195,47 | 8.648 | 193,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 98.317 | 381,12 | 7.240 | 378,52 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 6.299 | 0,05 | 464 | -0,64 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 4.016.196 | 4,66 | 295.753 | 4,05 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 375.658 | 12,42 | 27.663 | 11,77 | ||||
| 2026-05-06 | 13F | Forty-three Eighteen Advisors, LLC | 38.990 | 8,38 | 2.871 | 7,77 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 68.052 | 656,05 | 5.011 | 652,40 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 9.159 | 91,69 | 1 | |||||
| 2026-04-27 | 13F | Platform Technology Partners | 4.721 | 348 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 15.250 | 16,54 | 1.123 | 15,89 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 37.650 | 15,85 | 2.773 | 13,65 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 7.792 | 35,04 | 574 | 34,19 | ||||
| 2026-04-13 | 13F | Trust Co | 965.242 | 2,14 | 71.080 | 1,55 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 541.119 | 5,32 | 39.848 | 4,71 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 32.876 | 0,67 | 2.421 | 0,12 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 30.140 | 22,99 | 2.219 | 22,26 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 83.125 | 8,79 | 6.121 | 8,16 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 33.703 | 1,36 | 2.482 | 0,77 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 60.870 | 0,56 | 4.482 | -0,02 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 105.824 | 4,52 | 7.816 | 4,14 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 81.096 | 38,36 | 5.973 | 37,57 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 1.995.233 | 1,47 | 146.929 | 0,88 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 441.418 | 5,59 | 32.506 | 4,97 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 24.201 | 6,28 | 1.782 | 5,69 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.860 | 11,71 | 137 | 10,57 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 4.752 | 0,27 | 350 | -0,57 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 100.876 | 5,30 | 7.429 | 4,68 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.885 | 0,37 | 139 | -0,72 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 219.005 | 16.128 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 21.704 | 26,01 | 1.598 | 25,33 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 27.658 | 51,24 | 2.037 | 50,37 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4.820 | 0,61 | 355 | 0,00 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 7.367 | 26,17 | 542 | 25,46 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 2 | 0 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 407.094 | 1,72 | 30.153 | 1,31 | ||||
| 2026-05-07 | 13F | First National Trust Co | 6.395 | 5,70 | 471 | 4,91 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 178.729 | 15,35 | 13.162 | 14,68 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 60.975 | 31,05 | 4.490 | 30,30 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 510.772 | 48,97 | 37.613 | 48,11 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 45.516 | 297,69 | 3.352 | 294,70 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 8.783 | 64,91 | 647 | 63,96 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 174.412 | 9,56 | 12.844 | 8,92 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 68 | 5 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 3.461 | 255 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 49.721 | 3,66 | 3.661 | 3,07 | ||||
| 2026-05-15 | 13F | Wealth Analytics Partners, LLC | 335.035 | 7,16 | 24.672 | 6,53 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 112.846 | 9,32 | 8.310 | 8,67 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 8.525 | 41,12 | 628 | 40,27 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 44.496 | 6,02 | 3.277 | 5,41 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 69.107 | 8,46 | 5.089 | 7,84 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 275.613 | 10,86 | 20.296 | 10,22 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 1.102.510 | 6,84 | 81.189 | 6,22 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 527.933 | 0,77 | 38.877 | 0,18 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 10.218 | 3,58 | 752 | 3,01 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 3.362 | 7,34 | 248 | 6,93 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 212.986 | 5,59 | 15.684 | 4,98 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 4.404 | 0,55 | 324 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 16.619 | 6,49 | 1.224 | -2,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.031.002 | 35,93 | 75.924 | 35,14 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 108.385 | 2,30 | 7.981 | 1,75 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 760.472 | 36,01 | 56.001 | 35,22 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 214 | -0,47 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 47.607 | 56,80 | 3.506 | 55,92 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 176.599 | 4,60 | 13 | 8,33 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 490.003 | 16,20 | 36.084 | 15,52 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 252 | 2,86 | 19 | 0,00 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 245.309 | 11,83 | 18.170 | 11,38 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 0 | 0 | ||||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 96.506 | 5,89 | 7.148 | 6,53 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 3.602 | 22,81 | 265 | 22,12 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 8.109 | 58,94 | 597 | 58,36 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 19.947 | 0,82 | 1.469 | 0,20 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 796 | 59 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 5.682 | 32,60 | 418 | 31,86 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 248.875 | 2,51 | 18.327 | 1,91 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 42.135 | 3,41 | 3.103 | 2,78 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 14.884 | 0,96 | 1.096 | 0,18 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 3.599 | 10,20 | 0 | |||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 45.365 | 45,62 | 3.341 | 44,78 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 20.900 | 60,77 | 1.539 | 59,98 | |||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 4.307 | 4,87 | 317 | 4,28 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 41.839 | 1,03 | 3.081 | 0,46 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 3.848 | 0,05 | 285 | -0,35 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 210.383 | 13,82 | 15.493 | 13,15 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 26.542 | 1,69 | 1.955 | 1,09 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 6.718 | 23,06 | 495 | 22,28 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 176.675 | 8,81 | 13.010 | 8,18 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 75.563 | 54,84 | 5.564 | 53,96 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 10.173 | 96,12 | 749 | 95,05 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 37.086 | 24,12 | 2.731 | 23,41 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45.179 | 9,96 | 3.327 | 9,30 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 4.672 | 12,17 | 344 | 11,69 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 149 | 21,14 | 11 | 11,11 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 6.138 | 3,30 | 452 | 2,73 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 9.681 | 6,63 | 713 | 5,95 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 30.582 | 24,50 | 2.252 | 23,80 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 8.357 | 9,18 | 615 | 8,66 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12.141 | 46,83 | 894 | 46,08 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 399.043 | 5,09 | 29.386 | 4,48 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 21.294 | 4,27 | 1.568 | 3,70 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 103.300 | 18,90 | 7.607 | 18,20 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 55.806 | 12,49 | 4.097 | 11,51 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 71.461 | 2,80 | 5.262 | 2,21 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3.565 | 14,59 | 264 | 14,29 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 178.859 | 7,93 | 13.171 | 7,31 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 435.548 | 32.074 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 22.262 | 12,84 | 1.639 | 12,18 | ||||
| 2026-04-24 | 13F | United Community Bank | 207 | 15 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 229.411 | 3,84 | 16.894 | 3,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 102.717 | 2,38 | 7.564 | 1,79 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 691.501 | 1,71 | 50.922 | 1,12 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.895 | 21,99 | 287 | 21,19 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 17.843 | 16,31 | 1.314 | 15,58 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.601 | -0,56 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 5.380 | 395 | ||||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 2.818 | 208 | ||||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 410.884 | 5,74 | 30.257 | 5,12 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 46.067 | 23,84 | 3.392 | 23,12 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 808.536 | 2,62 | 59.541 | 2,03 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 91.872 | 249,90 | 6.765 | 247,99 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 9.330 | 1,25 | 687 | 0,73 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 5.000 | 368 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 654 | 0,46 | 48 | 0,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 205.373 | 17,64 | 15.124 | 16,95 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 5.802 | 427 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 14.529 | 20,84 | 1.070 | 20,11 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 5.567 | 3,21 | 410 | 2,51 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 12.704 | 43,61 | 936 | 42,31 | ||||
| 2026-04-17 | 13F | FFG Partners, LLC | 3.339 | 0,63 | 246 | 0,00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 383.389 | 3,26 | 28.233 | 2,66 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 24.877 | 2,23 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 6.595 | 190,53 | 486 | 188,69 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 29.839 | 7,40 | 2.197 | 6,81 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 459.348 | 6,39 | 33.826 | 5,77 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.707.953 | 9,00 | 199 | 8,15 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 215.189 | 6,66 | 15.847 | 6,04 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 6.915 | 509 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 43.886 | 19,08 | 3.232 | 18,40 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 9.525 | 0,28 | 701 | -0,28 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 5.013 | 4,81 | 369 | 4,24 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 384 | 23,08 | 28 | 21,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 56.134.617 | 4.133.752 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3.244 | 36,30 | 239 | 35,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.762.413 | 8,79 | 497.984 | 8,16 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 131.041 | 26,93 | 9.650 | 26,20 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.577.371 | 2,32 | 410.717 | 1,73 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 29.057 | 17,55 | 2.140 | 16,89 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 90.749 | 6.683 | -81,10 | |||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 630.752 | 6,23 | 46 | 6,98 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 83.986 | 17,51 | 6.185 | 16,83 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 8.794 | 2,94 | 648 | 2,37 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 25.250 | 7,45 | 1.863 | 7,01 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 5.733 | 1,08 | 422 | 0,48 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 117.860 | 0,43 | 8.679 | -0,15 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 217.865 | 13,90 | 16.044 | 13,23 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 3.805 | 12,31 | 280 | 12,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 33.305 | 6,46 | 2.453 | 5,83 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 195.870 | 9,49 | 14.424 | 8,85 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 13.857 | 1.022 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 229.712 | 328,42 | 16.916 | 325,96 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 9.443.157 | 58,45 | 695.029 | 57,53 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 201.923 | 3,20 | 14.870 | 2,60 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 550 | 41 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 4.682 | 345 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.036.060 | 6,14 | 76.295 | 5,53 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 142.656 | 31,89 | 10.505 | 31,13 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 70.925 | 5 | ||||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 10.449 | 2,26 | 769 | 1,72 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.846 | 357 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 9.240 | 71,68 | 680 | 70,85 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 6.313 | 465 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 133.594 | 16,82 | 9.838 | 16,14 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 2.749 | 202 | ||||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 107.162 | 91,97 | 7.891 | 90,88 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 1.811 | 0,06 | 133 | -0,75 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 265.985 | 2,13 | 19.587 | 1,54 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 92.738 | 3,19 | 6.829 | 2,60 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 32.498 | 19,81 | 2.393 | 19,11 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 7.413 | 2,74 | 546 | 2,06 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 36.616 | 7,12 | 2.688 | 6,20 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 53.454 | 73,86 | 3.936 | 72,86 | ||||
| 2026-05-14 | 13F | Towle & Co | 30.691 | 2.260 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4.785 | 352 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 353 | 26 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 454 | 1.064,10 | 34 | 1.550,00 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 24.241 | 12,60 | 1.785 | 11,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 22.527 | 67,24 | 1.659 | 66,30 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81.072 | 5,22 | 5.970 | 4,61 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 2.746 | 202 | ||||||
| 2026-04-10 | 13F | HT Partners LLC | 81.092 | 0,07 | 5.972 | -0,52 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 73.121 | 5,82 | 5.378 | 4,85 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 4.508 | 14,01 | 335 | 15,12 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 4.913 | 26,56 | 362 | 25,78 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 22.589 | 25,33 | 1.663 | 24,57 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 105.520 | 137,19 | 7.770 | 135,81 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5.814 | 4,08 | 428 | 3,63 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 1.782.940 | 4,15 | 131.527 | 3,35 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 10.939 | 9,47 | 806 | 8,78 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 130.538 | 3,57 | 9.613 | 2,97 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 1 | 0 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 9.206 | 27,12 | 678 | 26,31 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 369.109 | 14,11 | 27 | 17,39 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 132.938 | 5,07 | 9.847 | 4,64 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 110.969 | 3,61 | 8.172 | 3,01 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 12.633 | 1,31 | 930 | 0,76 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 8.845 | 0,01 | 651 | -0,61 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 1.294.629 | 17,31 | 95.336 | 16,63 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 1.512 | 111 | ||||||
| 2026-04-20 | 13F | City State Bank | 110.273 | 8,83 | 8.121 | 8,19 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 517.197 | 54,52 | 38.086 | 53,62 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 18.561 | 1,94 | 1.367 | 1,34 | ||||
| 2026-05-01 | 13F | American Trust | 31.506 | 3,27 | 2.320 | 2,70 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 263.301 | 3,68 | 19.384 | 3,05 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 333.211 | 3,54 | 25 | 4,35 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 16.907 | 4,06 | 1.245 | 3,49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 23.060 | 4,54 | 1.696 | 3,80 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 10.993 | 9,64 | 810 | 9,03 | ||||
| 2026-05-12 | 13F | Ames National Corp | 169.234 | 9,63 | 12.462 | 8,99 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 23.987 | 1.766 | ||||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3.246 | 239 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 36.398 | 35,39 | 2.680 | 34,61 | ||||
| 2026-04-10 | 13F | Novem Group | 14.497 | 0,29 | 1.068 | -0,28 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 206.814 | 145,42 | 15.230 | 144,02 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 22 | 2 | ||||||
| 2026-05-13 | 13F | Prudential Financial Inc | 1.272.662 | 0,85 | 93.719 | 0,26 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13.555 | 37,29 | 998 | 36,53 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 269.588 | 20.992 | 700,57 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 84.824 | 6 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 3.966 | 292 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 277.700 | 2,07 | 20.450 | 1,48 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 32 | 2 | ||||||
| 2026-04-20 | 13F | First American Bank | 3.525 | 260 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.599.326 | 50,48 | 191.414 | 49,60 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 3.602 | 1,21 | 265 | 0,76 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 2.901 | 0,97 | 214 | 0,94 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 29.006 | 7,46 | 2.136 | 6,85 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 7.383 | 3,24 | 542 | 2,26 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 65.558 | 0,37 | 4.828 | -0,23 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 2.722 | 200 | ||||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 7.032 | 518 | ||||||
| 2026-04-21 | 13F | Financial Architects, LLC | 262.008 | 4,78 | 19.294 | 4,18 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 24.193.579 | 13,73 | 1.781.615 | 13,07 | ||||
| 2026-05-19 | 13F | Financial Avengers, Inc. | 60.930 | 15,57 | 4.487 | 14,88 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 12.630 | 2,10 | 930 | 1,53 | ||||
| 2026-05-15 | 13F | Moneda S.A. Administradora General de Fondos | 29.276 | 1,16 | 2.156 | 0,56 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 8.579.414 | 7,16 | 631.788 | 6,53 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 388.947 | 0,46 | 28.642 | -0,12 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 140.368 | 5,45 | 10.337 | 4,84 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 2.053 | 11,52 | 151 | 11,03 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 7.989 | 0,44 | 588 | -0,17 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 52.597 | 3,76 | 3.873 | 3,17 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 25.933 | 1.910 | ||||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 168.593 | 6,51 | 12.415 | 5,89 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 3.297 | 243 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 235.125 | 31,53 | 17.315 | 30,77 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1.076 | 79 | ||||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 41.962 | 15,35 | 3.108 | 14,90 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 3.265 | 1,30 | 242 | 0,84 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 11.268 | 1,36 | 830 | 0,73 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 58.453 | 5,75 | 4.304 | 5,13 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 124.837 | 2,37 | 9.193 | 1,78 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 322.625 | 69,73 | 23.707 | 67,93 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 2.655.286 | 0,38 | 195.535 | -0,20 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 3.702 | 273 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8.726 | 2,99 | 643 | 2,39 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 294.602 | 1.184,40 | 21.636 | 1.174,15 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 24.748 | 3,12 | 1.822 | 2,53 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 239.899 | 4,93 | 17.666 | 4,32 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 20.997 | 122,92 | 1.546 | 121,81 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 264.104 | 4.507,54 | 19.319 | 4.456,37 | ||||
| 2026-04-16 | 13F | Arizona PSPRS Trust | Put | 9.869.636 | 726.800 | |||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 24.498 | 12,48 | 1.804 | 11,84 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9.864 | 7,73 | 726 | 7,08 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 4.982 | 41,86 | 367 | 40,77 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 153.422 | 6,73 | 11.298 | 6,11 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 1.556.487 | 9,42 | 114.620 | 8,79 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 141.269 | 36,89 | 10.403 | 36,11 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 5.060 | 373 | ||||||
| 2026-02-20 | 13F | Verus Advisory, Inc. | 354.323 | 26.312 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 74.542 | 5.489 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 29.460 | 12,14 | 2.169 | 11,52 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 5.853 | 73,89 | 431 | 73,09 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 59.616 | 12,60 | 4.390 | 12,22 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 670 | 50 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 10.172 | 2,63 | 749 | 2,04 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 1.190.886 | 5,11 | 87.697 | 4,50 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 98.769 | 9,72 | 7.273 | 9,09 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 18.940 | 6,96 | 1.395 | 6,33 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 8.950 | 80,81 | 659 | 80,05 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.617 | 193 | ||||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 51.647 | 3,18 | 3.816 | 1,90 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 6.252 | 460 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 44.735 | 22,17 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 34.108 | 103,45 | 2.512 | 102,34 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 679.323 | 2,26 | 50.025 | 1,67 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 32.607 | 31,11 | 2.401 | 30,35 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 5.958 | 46,82 | 439 | 46,00 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 9.992 | 740 | ||||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 4.360 | 0,65 | 321 | 0,31 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 196.084 | 1,39 | 14.440 | 0,80 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 48.088 | 40,93 | 3.541 | 40,13 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 40.762 | 9,43 | 3.002 | 8,81 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 199.982 | 11,76 | 14.727 | 11,11 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 4.413 | 0,64 | 325 | 0,00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 9.914 | 730 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 57.684 | 49,42 | 4.248 | 48,55 | ||||
| 2026-05-13 | 13F | Stembrook Asset Management, LLC | 115.028 | 2,37 | 8.471 | 1,78 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 128 | 9 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 624.975 | 5,33 | 46 | 6,98 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 25.906 | 5,18 | 1.908 | 4,55 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 38.349 | 164,71 | 2.824 | 163,19 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 2.756 | 1,21 | 203 | 0,50 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 34.437 | 5,51 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5.442 | 128,37 | 401 | 127,27 | ||||
| 2026-05-15 | 13F | Driehaus Capital Management Llc | 18.301 | 35,75 | 1.348 | 34,97 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 77.347 | 11,58 | 5.696 | 10,93 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 42.312 | 149,44 | 3.116 | 148,01 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 28.426 | 9,75 | 2.093 | 9,12 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 81.191 | 1,27 | 5.979 | 0,67 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.201 | 0,59 | 88 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4.136 | 8,10 | 305 | 7,42 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 14.446 | 54,78 | 1.064 | 53,84 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6.063 | 0,25 | 446 | -0,45 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 368 | 0,55 | 27 | 0,00 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 15.940 | 4,52 | 1.174 | 3,90 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 3.572 | 1,94 | 263 | 0,77 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44.616 | 0,79 | 3.286 | 0,18 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 9.111 | 1,17 | 671 | 0,45 | ||||
| 2026-04-21 | 13F | Creekside Partners | 18.658 | 0,21 | 1.374 | -0,44 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 19.431 | 12,41 | 1.431 | 11,46 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 9.040 | 666 | ||||||
| 2026-05-14 | 13F | Bank Of Hawaii | 290.664 | 3,96 | 21.404 | 3,36 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 5.239 | 14,64 | 386 | 14,20 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.037 | 60,56 | 445 | 59,71 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 14.585 | 0,63 | 1.074 | 0,09 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.899 | 27,00 | 434 | 26,16 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 7.292 | 537 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 13.299 | 68,81 | 979 | 67,92 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 11.056 | 0,59 | 814 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1.889.555 | 6,09 | 139.147 | 5,47 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 6.040 | 445 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 672.981 | 11,32 | 49.558 | 10,67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.026.577 | 5,58 | 76.039 | 5,15 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 433.805 | 14,85 | 31.945 | 14,18 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 153.269 | 0,83 | 11.287 | 0,24 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 1.410 | 15,10 | 104 | 14,44 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 31.634 | 1,74 | 2.330 | 1,13 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 123.631 | 40,43 | 9.104 | 39,61 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 6.740 | 18,22 | 496 | 17,54 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.403.857 | 6,02 | 103.380 | 5,40 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 33.025 | 9,93 | 2.432 | 9,26 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.113.128 | 25,48 | 155.560 | 24,70 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 319.615 | 13,85 | 23.536 | 13,19 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 1.107.859 | 25,59 | 81.306 | 24,44 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12.962 | 25,52 | 955 | 24,87 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 4.060 | 2,68 | 299 | 2,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 316.089 | 13,19 | 23 | 15,00 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 81.140 | 30,45 | 5.975 | 29,69 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 1.431.140 | 5,00 | 105.389 | 4,39 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 80 | 6 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 11.406 | 40,64 | 840 | 39,83 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 25.672.831 | 7,18 | 1.890.547 | 6,56 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.930 | 4,19 | 289 | 3,58 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 297.408 | 83,50 | 21.901 | 82,45 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 375.214 | 4,34 | 27.631 | 3,73 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.796.418 | 8,62 | 133.043 | 8,61 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 49.631 | 14,75 | 3.655 | 14,08 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 434.311 | 7,45 | 31.983 | 6,82 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16.874.567 | 109,49 | 1.242.643 | 108,28 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 14.455 | 6,31 | 1.070 | 5,95 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 2.156.873 | 6,74 | 157.689 | 5,03 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 121.612 | 16,83 | 8.955 | 127.828,57 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 22.743 | 21,55 | 1.675 | 20,87 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 44.279 | 15,68 | 3.261 | 14,99 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 41.260 | 0,75 | 3.038 | 0,16 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 82.038 | 4,60 | 6.041 | 3,99 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 7.453 | 46,65 | 549 | 45,74 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 41.110 | 5,83 | 3.027 | 5,21 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.004.275 | 32,46 | 73.955 | 31,69 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 39.124 | 8,64 | 2.881 | 8,02 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 106.639 | 20,37 | 7.853 | 19,66 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 807.177 | 3,60 | 59.441 | 3,00 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 201.729 | 18,73 | 14.855 | 18,05 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 17.447 | 5,59 | 1.281 | 4,66 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 123.245 | 0,07 | 9.076 | -0,52 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 163.953 | 1,40 | 12.074 | 0,81 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 85.096 | 9,96 | 6.266 | 125.220,00 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 26.318 | 7,81 | 1.938 | 7,19 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 336.345 | 7,40 | 24.768 | 6,78 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 32.498 | 2.393 | ||||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 244.867 | 12,07 | 18.032 | 11,43 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 251.302 | 2.194,58 | 18.506 | 2.181,75 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 71.486 | 0,96 | 5.264 | 0,38 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 17.986 | 2,40 | 1.324 | 1,77 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 5.232 | 0,60 | 385 | 0,00 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 313.820 | 56,57 | 23.110 | 55,66 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 258.311 | 11,13 | 19.022 | 10,49 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 283.302 | 8,49 | 20.862 | 7,86 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 134.178 | 19,68 | 9.881 | 18,98 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 78.903.250 | 9,72 | 5.844.363 | 9,28 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 210.523 | 4,75 | 15.503 | 4,14 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 114.167 | 260,05 | 8.407 | 258,05 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 0 | 0 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 26.498 | 36,23 | 1.951 | 35,49 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7.969 | 105,55 | 1 | |||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 5.094 | 375 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 6.442 | 40,96 | 474 | 40,24 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 42.513 | 42,60 | 3.131 | 41,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.050.629 | 6,51 | 77.820 | 6,09 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 11.928 | 878 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 1.212 | 5,39 | 89 | 4,71 | ||||
| 2026-05-15 | 13F | Amundi | 49.854 | 8,94 | 3.671 | 8,32 | ||||
| 2026-04-14 | 13F | Gibson Wealth Advisors LLC | 416.044 | 3,89 | 30.637 | 3,29 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 8.433 | 7,60 | 621 | 7,07 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 18.203 | 50,96 | 1.340 | 50,06 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 15.119 | 1.120 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 19.498 | 12,16 | 1.436 | 11,50 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 191.281 | 14.086 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 84.620 | 26,06 | 6.231 | 25,32 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 30.824 | 0,94 | 2.270 | 0,35 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 254.823 | 78,36 | 19 | 80,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 121.385.406 | 3,06 | 8.938.821 | 2,46 | ||||
| 2026-04-15 | 13F | City Holding Co | 41.144 | 9,68 | 3.029 | 9,07 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 205 | -7,27 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 2.784 | 45,45 | 206 | 45,07 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1.197 | 88 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 40.395 | 24,43 | 2.971 | 23,59 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.605 | 42,50 | 1.075 | 41,63 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 8.402 | 1,83 | 1 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 371.207 | 3,54 | 27.336 | 2,94 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 15.420 | 6,93 | 1.136 | 6,27 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 83.823 | 6.028 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 138.386 | 0,09 | 10.191 | -0,49 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 347 | 26 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 48.948 | 2,16 | 3.605 | 1,55 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 10.707 | 2,58 | 788 | 1,94 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 15.188 | 12,97 | 1.118 | 12,36 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 925.778 | 6,20 | 68.179 | 6,19 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 22.717 | 34,25 | 1.673 | 33,44 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 7.083 | 522 | ||||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 4.571 | 40,52 | 337 | 40,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 17.855.111 | 5,77 | 1.322.528 | 5,34 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 31.744 | 1,79 | 2.338 | 1,21 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 29.074 | 43,02 | 2.141 | 42,19 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 41.678 | 4,02 | 3 | 50,00 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 260.374 | 2,67 | 19.325 | 2,59 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 102.104 | 2,77 | 7.519 | 2,17 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 108 | 32 | ||||||
| 2026-04-24 | 13F | EJMK Ventures LLC | 5.963 | 15,52 | 439 | 14,92 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 70.839 | 6,25 | 5.217 | 5,63 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 66.840 | 18,14 | 4.922 | 17,47 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 156.527 | 0,45 | 11.527 | -0,14 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 377.904 | 29,84 | 27.829 | 29,08 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 20.736 | 11,50 | 1.527 | 10,89 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 185.609 | 18,40 | 13.668 | 17,72 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 9.577 | 709 | ||||||
| 2026-04-15 | 13F | Verum Partners LLC | 12.117 | 61,22 | 892 | 60,43 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 6.795 | 500 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 12.395 | 49,63 | 913 | 48,78 | ||||
| 2026-04-22 | 13F | Sendero Wealth Management, LLC | 7.733 | 0,43 | 569 | -0,18 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 66.393 | 6,14 | 4.889 | 5,53 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 936 | 36,24 | 69 | 36,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 96.590 | 2.751,79 | 7.113 | 2.744,80 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 238.187 | 0,87 | 17.567 | 0,26 | ||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 2.990 | 220 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 37.896 | 6,34 | 2.780 | 5,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 99.126 | 6,84 | 7.300 | 6,21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2.439.340 | 13,02 | 179.627 | 12,05 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 2.829 | 208 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 25.790 | 1.899 | ||||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 1.771.936 | 0,34 | 130.485 | -0,24 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 16.011 | 0,11 | 1.179 | -0,42 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 11.939 | 135,81 | 879 | 135,03 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 24.662 | 12,19 | 1.816 | 11,55 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 13.256 | 0,64 | 976 | 0,10 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 8.157 | 5,54 | 601 | 4,90 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 8.661 | 13,89 | 638 | 13,14 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 61.904 | 35,73 | 4.559 | 34,93 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 56.592 | 6,04 | 4.167 | 5,44 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 116.845 | 5,77 | 8.605 | 5,05 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 832.346 | 13,06 | 61.294 | 12,40 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 37.931 | 8,61 | 2.793 | 8,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 334.897 | 35,27 | 24.806 | 34,72 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 139.047 | 4,39 | 10.239 | 113.666,67 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 5.457 | 105,38 | 402 | 104,59 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.247 | 239 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 54.775 | 3,69 | 4.034 | 3,09 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 451.083 | 1,81 | 33.218 | 1,22 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 11.054.067 | 814.021 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 13.939 | 1.026 | ||||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 783.746 | 1,62 | 57.715 | 1,03 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 243.170 | 6,40 | 17.907 | 5,78 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 62.649 | 0,41 | 4.613 | -0,17 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 29.994 | 0,64 | 2.209 | 0,05 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 9.247 | 0,54 | 681 | -0,15 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.899 | 34,49 | 140 | 33,65 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 38.210 | 1,83 | 2.814 | 1,22 | ||||
| 2026-05-15 | 13F | FIL Ltd | 232.217 | 6,86 | 17.100 | 6,24 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 9.380 | 0,06 | 691 | -0,58 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 41.839 | 8,04 | 3.081 | 7,43 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 49.894 | 0,29 | 3.674 | -0,30 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 8.609 | 634 | ||||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 14.669 | 0,48 | 1.079 | -0,28 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7.019 | 46,32 | 517 | 45,35 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 387 | 159,73 | 28 | 154,55 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 85.461 | 0,02 | 6.293 | -0,55 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 412.148 | 5,70 | 30.351 | 5,09 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.514 | 0,40 | ||||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 522.354 | 1,49 | 38.466 | 0,91 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 400.097 | 9,56 | 29.463 | 8,93 | ||||
| 2026-04-27 | 13F | Cumberland Advisors Inc | 27.555 | 17,93 | 2.029 | 17,28 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 48.478 | 0,79 | 3.570 | 0,20 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 19.036 | 83,11 | 1.402 | 81,95 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 5.448 | 401 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 6.252 | 37,14 | 460 | 35,69 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 97.055 | 4,67 | 7.147 | 4,06 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 59.047 | 0,30 | 4.348 | -0,55 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 30.605 | 5,08 | 2.254 | 4,21 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 46.473 | 16,42 | 3.422 | 15,76 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 14.060 | 16,03 | 1.035 | 15,38 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 15.509 | 1,36 | 1.149 | 0,97 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 60.515 | 1,83 | 4.456 | 1,25 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 8.938 | 657 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1.046.572 | 6,32 | 77.070 | 5,71 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 685 | 136,68 | ||||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 52.920 | 21,81 | 3.897 | 21,14 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 8.792 | 647 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 134.574 | 5,11 | 9.910 | 4,50 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 15.677 | 0,01 | 1.154 | -0,60 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 26.033.142 | 5,64 | 1.917.081 | 5,03 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 42.349 | 1,10 | 3.119 | 0,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.359.609 | 9,58 | 173.777 | 8,94 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 1.346.630 | 3,67 | 99.166 | 3,06 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 8.984 | 5,26 | 662 | 4,59 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 108.494 | 38,51 | 7.989 | 46,18 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 20.950 | 1,70 | 1.543 | 1,11 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2.875 | 0,03 | 212 | -0,47 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 4.704 | 346 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 458.053 | 48,22 | 33.731 | 47,36 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 64.973 | 150,28 | 4.785 | 148,91 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 78.303 | 2,40 | 5.766 | 1,82 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 10.148 | 44,19 | 747 | 43,38 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 9.378 | 10,49 | 691 | -1,71 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 7.924 | 7,14 | 584 | 6,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 27.588 | 90,04 | 2.032 | 88,93 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 11.417 | 23,52 | 841 | 22,81 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.613 | 5,40 | 266 | 5,14 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 993 | 73 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 467.161 | 6,15 | 34.402 | 5,53 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 20.534 | 28,66 | 1.512 | 27,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.123.323 | 769,70 | 82.722 | 764,65 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 85.501 | 65,43 | 6.296 | 64,47 | ||||
| 2026-05-11 | 13F | Sherwood Financial Partners, LLC | 501.939 | 2,03 | 36.963 | 1,44 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 5.230.610 | 25,07 | 381.157 | 23,02 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 3.039 | 224 | ||||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 69.397 | 1,47 | 5.110 | 0,89 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 385.737 | 12,64 | 28.406 | 11,99 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 9.456 | 6,06 | 696 | 5,45 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 21.475 | 10,63 | 1.581 | 10,02 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13.029 | 12,41 | 959 | 11,77 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 25.074 | 0,57 | 1.846 | 0,00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 212.200 | 4,83 | 15.626 | 4,22 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 493.776 | 28,81 | 36.362 | 28,06 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 402.645 | 759.607,55 | 29.651 | 988.233,33 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 114.128 | 1.138,50 | 8.404 | 1.132,26 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 5.303 | 15,11 | 391 | 14,37 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 388.685 | 128,26 | 28.790 | 128,27 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 177.482 | 3,17 | 13.070 | 2,22 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 244.675 | 6,44 | 17.983 | 5,61 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 21.738 | 0,43 | 1.601 | -0,19 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 178.990 | 5,94 | 13.181 | 5,33 | ||||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 125.531 | 1,50 | 9.244 | 0,92 | ||||
| 2026-05-08 | 13F | Troutman Wealth Management, LLC | 162.691 | 1,29 | 11.981 | 0,70 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 580.915 | 15,66 | 42.779 | 14,99 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 6.843 | 504 | ||||||
| 2026-05-05 | 13F | Haven Private, LLC | 3.523 | 259 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3.253 | 239 | ||||||
| 2026-04-15 | 13F | Rs Crum Inc. | 7.774 | 572 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 39.639 | 5,90 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 8.129 | 5,18 | 599 | 4,55 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 225.615 | 7,81 | 16.614 | 7,19 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 19.093.602 | 2,73 | 1.406.053 | 2,13 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 15.242 | 2,36 | 1.122 | 1,81 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 1.149.292 | 5,71 | 84.634 | 5,09 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 9.125 | 18,32 | 672 | 17,51 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2.202 | 120,20 | 162 | 118,92 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.228 | 1,25 | 238 | 0,42 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 113.554 | 8.410 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 220.627 | 3,16 | 16.247 | 2,56 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 14.792 | 3,01 | 1.089 | 2,45 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 29.686 | 18,74 | 2.186 | 18,04 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 29.671 | 7,21 | 2.185 | 6,59 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.863 | 579 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 315.208 | 13,94 | 23.212 | 13,27 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 97.085 | 2,83 | 7.149 | 2,23 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 400.714 | 6,06 | 29.509 | 5,45 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 23.879.834 | 11,22 | 1.758.511 | 10,58 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 8.931 | 27,04 | 658 | 26,35 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 71.642 | 1,17 | 5.266 | 0,04 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 18.252 | 1.344 | ||||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 3.403 | 10,99 | 251 | 10,13 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 686.802 | 4,11 | 50.576 | 3,50 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 68.541 | 12,23 | 5.047 | 11,59 |