Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF eröffnet haben, gehören Vanguard Advisers Inc, Vertrix Wealth Management, LLC, 3 Factor Indexing, Llc, Aznar Financial Advisors, LLC, Virtus Wealth Solutions LLC, Krane Financial Solutions LLC, Retiremitten Financial Llc, Members Advisory Group LLC, Apex Wealth Management, LLC, Vanguard National Trust Co, Cerity Partners Retirement Plan Advisors LLC, Wright Fund Managment, LLC, Atlanta Consulting Group Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, Protective Life Corp, Marin Bay Wealth Advisors, LLC, Financial Concepts Unlimited, Inc., Smithbridge Asset Management Inc/de, AG Campbell Advisory, LLC, und Seeds Investor Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 18.937 | 3,64 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 15.056 | 0,53 | 1.181 | 0,00 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 2.917 | 229 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 53.106 | 6,87 | 4.164 | 6,36 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 3.496 | 34,00 | 274 | 33,66 | ||||
| 2026-04-15 | 13F | Cacti Asset Management Llc | 77.335 | 86,83 | 6.064 | 85,81 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 261.143 | 8,69 | 20.476 | 8,14 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6.957 | 1,46 | 508 | -6,11 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 109.593 | 15,82 | 8.593 | 15,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 86.834 | 65,69 | 6.809 | 64,84 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 30.947 | 2,25 | 2.427 | 1,72 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 47.528 | 10,43 | 3.727 | 9,88 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 39.587 | 0,45 | 3.104 | -0,03 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 27.251 | 4,18 | 2.137 | 3,64 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 137.992 | 0,45 | 10.820 | -0,06 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3.585 | 0,06 | 281 | -0,35 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 611 | 44,10 | 48 | 42,42 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 6.405 | 0,42 | 502 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 628.308 | 2,26 | 49 | 2,08 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 12.529 | 0,58 | 982 | 0,10 | ||||
| 2026-04-21 | 13F | Tenon Financial LLC | 3.176 | 0,57 | 249 | 0,40 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 82.716 | 1,22 | 6.486 | 0,70 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 122.956 | 13,94 | 9.641 | 13,36 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 5.049 | 14,18 | 396 | 13,51 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 166.443 | 9,14 | 13.051 | 8,58 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 16.986 | 1.332 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 377.154 | 10,63 | 29.573 | 10,07 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 28.068 | 1,67 | 2.201 | 1,15 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3.363 | 264 | 108,73 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 32.363 | 3,72 | 2.538 | 3,17 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 66.709 | 126,41 | 5.231 | 125,24 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.387 | 266 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 10.131 | 1 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 4.179 | 328 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 7.159 | 6,15 | 561 | 5,65 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 15.207 | 9,26 | 1.192 | 8,76 | ||||
| 2026-05-07 | 13F | Seizert Capital Partners, Llc | 5.996 | 0,62 | 470 | 0,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 49.219 | 8,94 | 3.879 | 8,78 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 3.843 | 25,79 | 301 | 25,42 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 76.495 | 8,39 | 5.998 | 7,82 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 937 | 78,82 | 73 | 78,05 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 6.794 | 0,38 | 533 | -0,19 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 9.210 | 722 | ||||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 87.230 | 7,66 | 6.840 | 7,11 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 23.753 | 1.862 | ||||||
| 2026-05-04 | 13F | Sfam, Llc | 82.033 | 4,18 | 6.432 | 3,66 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 9.440 | 740 | ||||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 49.543 | 4,87 | 3.872 | 4,00 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 42.538 | 3.335 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 62.517 | 7,41 | 4.902 | 6,85 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.896.476 | 4,91 | 227.113 | 4,38 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 27.215 | 1,74 | 2.134 | 1,19 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.247.485 | 7,58 | 97.815 | 7,03 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 432.009 | 5,23 | 33.874 | 4,70 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 3.966 | 0,63 | 311 | 0,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.050 | 181,50 | 82 | 182,76 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 3.078 | 2,36 | 241 | 2,12 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 3.532 | 0,14 | 277 | -0,36 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 61.068 | 7,79 | 4.788 | 7,26 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 19.878 | 0,07 | 1.559 | -0,45 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 32.288 | 11,74 | 2.532 | 11,16 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1.429 | 112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 37.222 | 1,36 | 2.919 | 0,83 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 343.535 | 34,89 | 26.937 | 34,20 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 109.356 | 19,48 | 8.575 | 18,87 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 337.328 | 3,53 | 26.450 | 3,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2.993 | 6,21 | 235 | 5,41 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 295.424 | 138,40 | 23.164 | 137,19 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2.694 | 211 | ||||||
| 2026-04-28 | 13F | RW Investment Management LLC | 1.337.847 | 6,82 | 104.901 | 6,15 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 29.761 | 2,67 | 2.334 | 2,15 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 12.453 | 13,99 | 976 | 13,49 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 2.913 | 0,41 | 228 | 0,00 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 115.571 | 5,85 | 9.062 | 5,30 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 78.255 | 6,92 | 6.136 | 6,38 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 12.438 | 6,90 | 975 | |||||
| 2026-04-14 | 13F | OLIO Financial Planning | 2.766 | 3,79 | 217 | 2,86 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 58.806 | 62,97 | 4.611 | 62,15 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 168.036 | 2,59 | 13.176 | 2,08 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 163.967 | 12.857 | ||||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 211.843 | 5,52 | 16.611 | 4,98 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 120.379 | 2,44 | 9.439 | 1,92 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.050 | 17,55 | 161 | 16,79 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 44.548 | 1.224,26 | 3.493 | 1.218,11 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 10.100 | 4,19 | 792 | 3,67 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.566 | 12,67 | 436 | 12,08 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 843.187 | 2,53 | 66.114 | 2,01 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 241.349 | 4,42 | 18.924 | 3,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.419.468 | 8,80 | 111 | 8,82 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 1.539.713 | 86,93 | 120.729 | 85,98 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 88.844 | 103,64 | 6.966 | 102,62 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 39.918 | 24,25 | 3.130 | 23,58 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 6.760 | 2,32 | 529 | 1,54 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 263.832 | 4,78 | 20.687 | 4,25 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 69.547 | 27,12 | 5.453 | 26,34 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 112.420 | 3,11 | 8.815 | 2,58 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 103.945 | 8,42 | 8.150 | 7,88 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3.880.195 | 8,34 | 304.246 | 7,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3.461.252 | 5,65 | 271.397 | 5,12 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 3.026 | 1,00 | 237 | 0,42 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 223.670 | 6,43 | 18 | 6,25 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.097 | 20,39 | 556 | 19,83 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 310.693 | 1,87 | 24.361 | 1,35 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 159 | 12 | ||||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 505.452 | 4,94 | 39.632 | 4,41 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 6.400 | 56,56 | 502 | 55,59 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 204.233 | 1,66 | 16.014 | 1,14 | ||||
| 2026-04-23 | 13F | Simmons Bank | 5.602 | 44,12 | 439 | 43,46 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 5.737 | 36,21 | 450 | 35,65 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 543.467 | 7,47 | 42.613 | 6,93 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 44.892 | 4,80 | 3.520 | 4,27 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.037 | 15,74 | 395 | 15,20 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 334.353 | 16,94 | 26.217 | 16,34 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 35.092 | 1,49 | 2.750 | 0,84 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 135.800 | 12,09 | 10.648 | 11,52 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 268.082 | 8,03 | 21.020 | 7,49 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 547.601 | 1,68 | 43 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.244.775 | 5,46 | 97.792 | 5,29 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 11.356 | 48,76 | 890 | 48,09 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1.269 | 21,55 | 99 | 20,73 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 5.925 | 0,20 | 465 | -0,43 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.126 | 0,18 | 480 | -0,21 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.401.273 | 3,28 | 266.694 | 2,76 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 11.004 | 0,17 | 863 | -0,35 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.774 | 374 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 10.511 | 2,81 | 824 | 2,36 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 23.503 | 76,32 | 1.843 | 75,43 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 20.732 | 6,48 | 1.619 | 5,75 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 2.662 | 0,80 | 209 | 0,00 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 32.707 | 0,05 | 2.565 | -0,47 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 444 | 9,63 | 35 | 9,68 | ||||
| 2026-05-11 | 13F | Commerce Bank | 150.229 | 52,14 | 11.779 | 51,36 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 596 | 0,34 | 47 | 0,00 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 40.303 | 14,41 | 3.160 | 13,83 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19.723 | 0,14 | 1.546 | -0,39 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 146.105 | 69,98 | 11.456 | 69,12 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 30.941 | 2.426 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 568 | 45 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 37.273 | 0,54 | 2.923 | 0,03 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.495 | 564,44 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 47.285 | 6,19 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 44.176 | 3,01 | 3.464 | 2,49 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 6.632 | 116,52 | 520 | 115,77 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3.188 | 250 | ||||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 15.874 | 6,05 | 1.238 | 5,09 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 107.342 | 589,99 | 8.417 | 586,46 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 4.921 | 0,47 | 386 | -0,26 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.834 | 21,06 | 457 | 20,58 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 179.097 | 5,62 | 14.043 | 5,08 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.912 | 1,15 | 466 | 0,87 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 365.753 | 26,68 | 28.679 | 26,03 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 768 | 224,05 | 60 | 233,33 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24.913 | 2,81 | 1.953 | 2,30 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 874 | 13,80 | 69 | 13,33 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 938.279 | 6,10 | 73.570 | 5,56 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 553 | 43 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 23.871 | 1,93 | 2 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 2.307 | 8,82 | 182 | 8,38 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 377.685 | 6,31 | 29.614 | 5,77 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 26.538 | 0,76 | 2.081 | 0,24 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 8.450 | 40,37 | 663 | 39,66 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.649 | 0,03 | 286 | |||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 7.628 | 67,98 | 598 | 67,51 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 633.874 | 3,34 | 49.702 | 2,82 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 36.360 | 3,07 | 2.851 | 2,55 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 5.478 | 11,73 | 430 | 11,14 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 62.905 | 3,58 | 5 | 0,00 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 9.993 | 13,63 | 781 | 12,55 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 123.783 | 61,09 | 9.706 | 60,28 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 18.283 | 10,33 | 1.434 | 9,81 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 170 | 13 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 36.997 | 34,86 | 2.901 | 34,14 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 299.303 | 1,18 | 23.480 | 0,72 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 96.934 | 71,37 | 7.601 | 70,52 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 93.382 | 12,64 | 7.322 | 12,08 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 115.007 | 8,93 | 9.018 | 8,36 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 137 | 11 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 159.916 | 0,83 | 12.539 | 0,32 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 33.762 | 15,87 | 2.647 | 15,29 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.571 | 3,75 | 1.142 | 3,25 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 61.356 | 1,48 | 4.811 | 0,97 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 38.109 | 8,66 | 2.988 | 7,99 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 22.545.470 | 7,50 | 1.767.790 | 6,96 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 285.464 | 5,17 | 22.383 | 4,64 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 169.118 | 5,33 | 13 | 8,33 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 800.052 | 6,68 | 62.732 | 6,14 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 45.510 | 1,41 | 3.568 | 0,90 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 15.640 | 3,00 | 1.226 | 2,51 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 2.979 | 234 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 3.859 | 303 | ||||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 10.622 | 8,69 | 833 | 8,05 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 26.114 | 34,58 | 2.048 | 33,88 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.656 | 31,22 | 130 | 30,30 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 98.796 | 66,98 | 7.747 | 66,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 185.081 | 14,74 | 14.512 | 14,16 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 2.811 | 220 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 115.748 | 9.076 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 20.871 | 1.636 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 45.430.446 | 9,62 | 3.562.201 | 9,06 | ||||
| 2026-05-07 | 13F | Fidato Wealth LLC | 141.360 | 2,67 | 11.084 | 2,15 | ||||
| 2026-05-01 | 13F | American Trust | 4.193 | 3,35 | 329 | 2,82 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 15.468 | 15,26 | 1.213 | 14,66 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3.076 | 6,14 | 241 | 5,70 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 18.050 | 22,97 | 1.415 | 22,40 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 242.227 | 4,29 | 18.993 | 3,76 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 8.823 | 0,65 | 692 | 0,14 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 3.120 | 245 | ||||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 5.585 | 5,54 | 438 | 4,80 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6.273 | 2,72 | 492 | 2,08 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 181.550 | 9,52 | 14.235 | 8,97 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 15.550 | 1.219 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.050 | 8,21 | 553 | 7,60 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 185.456 | 2,70 | 14.542 | 2,18 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 11.574.338 | 1,50 | 907.544 | 0,98 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 115.903 | 4,51 | 9.088 | 3,97 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.258 | 27,61 | 255 | 26,87 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 3.416 | 1,30 | 269 | 1,13 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3.288 | 5,49 | 258 | 4,90 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 15.912 | 207,72 | 1.248 | 206,39 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 15.224 | 9,06 | 1.194 | 8,45 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 78 | 6 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 25 | 2 | ||||||
| 2026-05-12 | 13F | Ames National Corp | 163.072 | 8,65 | 12.786 | 8,10 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 91.971 | 2,26 | 7.211 | 1,75 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.711 | 213 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 16 | 14,29 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 31.152 | 20,82 | 2.443 | 20,24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 176.236 | 10,30 | 13.819 | 9,74 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 122.459 | 64,23 | 9.602 | 63,41 | ||||
| 2026-05-15 | 13F | Wit, Llc | 2.007.422 | 78,89 | 157.402 | 77,98 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.610.639 | 4,93 | 126.290 | 4,40 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 28.111 | 2.204 | ||||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 3.050 | 239 | ||||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 102.371 | 8.027 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 28.441 | 2.230 | ||||||
| 2026-04-16 | 13F | First Merchants Corp | 883.399 | 9,15 | 69.267 | 8,60 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10.097 | 105,35 | 791 | 104,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.504 | 44,38 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4.082 | 24,15 | 320 | 23,55 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 154 | 12 | ||||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 2.281.126 | 61,77 | 178.863 | 60,95 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 22.053 | 1.729 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 1 | ||||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 80.188 | 2,65 | 6.288 | 2,13 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 6.993 | 111,78 | 548 | 110,77 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 852.779 | 4,51 | 66.866 | 3,98 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 627 | 49 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 133.440 | 3,00 | 10.463 | 2,48 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 2.815 | 10,26 | 221 | 9,45 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.227.073 | 4,38 | 96.215 | 3,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 138.278 | 210,65 | 10.842 | 209,06 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.092 | 29,74 | 1.889 | 29,12 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.972 | 1,92 | 311 | 1,30 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 23.841 | 7,55 | 1.869 | 7,04 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 109.326 | 10,15 | 8.570 | 9,58 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 25.460 | 11,15 | 1.997 | 10,64 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 31.721 | 32,28 | 2.487 | 31,66 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 48.472 | 7,62 | 3.801 | 7,07 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 11.921 | 0,17 | 935 | -0,32 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 5.980 | 3,95 | 469 | 3,31 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 170 | 0,59 | 13 | 0,00 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 250.969 | 1,67 | 19.678 | 1,15 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 14.299 | 293,05 | 1.121 | 291,96 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 1.178.149 | 17,60 | 92.379 | 17,00 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 6.473 | 5,25 | 508 | 4,75 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 10.904 | 0,11 | 855 | -0,47 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 61.032 | 0,86 | 4.786 | 0,36 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4.290 | 27,34 | 336 | 26,79 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 252.921 | 8,51 | 20 | 5,56 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9.419 | 24,06 | 739 | 23,41 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 130.399 | 13,09 | 10.225 | 12,52 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 75.879 | 5.950 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.562.512 | 10,10 | 200.927 | 9,54 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.649 | 208 | ||||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 5.813 | 1,75 | 456 | 1,11 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 25.639 | 2.010 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 39.837 | 3,45 | 3.124 | 2,87 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 4.844 | 23,48 | 380 | 22,65 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 67.721 | 33,73 | 5.310 | 33,08 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.896.433 | 0,89 | 228.268 | 100.903,10 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 9.085 | 0,65 | 712 | 0,14 | ||||
| 2026-05-08 | 13F | Matisse Capital | 8.813 | 81,90 | 691 | 81,36 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 891 | 79,28 | 70 | 76,92 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 333 | 197,32 | 26 | 225,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6.904 | 102,05 | 540 | 100,37 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 174.383 | 7,37 | 13.673 | 6,83 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 164.517 | 18,36 | 12.882 | 17,52 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 3.108 | 0,13 | 244 | -0,41 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 59.986 | 2,35 | 4.704 | 1,84 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 3.738 | 0,27 | 293 | 0,00 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 42.878 | 7,81 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 163.009 | 4.491,80 | 12.782 | 4.481,00 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 3.232 | 0,53 | 253 | 0,00 | ||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 116.926 | 9.168 | ||||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 240.196 | 1,58 | 18.834 | 1,06 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2.052.704 | 0,04 | 160.953 | -0,47 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 19.201 | 1.506 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 33.879 | 10,37 | 2.656 | 9,80 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 6.724 | 2,08 | 527 | 1,54 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 23.009 | 38,20 | 1.804 | 37,50 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 11.629 | 3,27 | 912 | 2,71 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 684.435 | 9,90 | 53.667 | 9,34 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 41.809 | 19,42 | 3.278 | 18,81 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 396.082 | 18.929 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5.937 | 16,23 | 466 | 15,67 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 79.367 | 14,95 | 6.223 | 14,37 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 5.298 | 1,01 | 415 | 0,48 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 9.664 | 211,74 | 758 | 210,25 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 15.043 | 1.186 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 6.352 | 1,49 | 498 | 1,01 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 60.919 | 2,94 | 4.777 | 2,42 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 804.823 | 10,21 | 63.428 | 10,07 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 3.416 | 268 | ||||||
| 2026-04-30 | 13F | Pearl Planning LLC | 39.551 | 20,66 | 3.101 | 20,05 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 788.554 | 61.830 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 2.407 | 2,21 | 189 | 1,62 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 226.780 | 8,08 | 17.782 | 7,54 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26.505 | 2,06 | 2.078 | 1,56 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 20.228 | 21,06 | 1.586 | 20,52 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5.065 | 0,62 | 397 | 0,25 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 4.750 | 0,02 | 372 | -0,53 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 7.300 | 46,00 | 572 | 45,18 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 165.954 | 5,97 | 13.079 | 5,83 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 237.095 | 7,76 | 18.591 | 7,21 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 476.098 | 16,41 | 37.331 | 15,82 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 10.287 | 807 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 684.544 | 0,88 | 53.675 | 0,37 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 12.433 | 1,56 | 975 | 1,04 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.303 | 7,06 | 1.827 | 6,53 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 24.840 | 0,54 | 1.942 | -0,31 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 15.359 | 4,08 | 1.204 | 3,53 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 43.913 | 18,94 | 3.443 | 18,36 | ||||
| 2026-05-08 | 13F | Bokf, Na | 24.758 | 1,65 | 1.941 | 1,15 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 285.657 | 3,92 | 22.398 | 3,40 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 2.584 | 0,23 | 203 | -0,49 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 564.718 | 62,58 | 44.280 | 61,76 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 54.073 | 2,81 | 4.240 | 2,29 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 93.119 | 13,64 | 7.301 | 13,07 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.269 | 1,40 | 335 | 0,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.605.463 | 6,34 | 125.884 | 5,80 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 68.644 | 8,59 | 5.382 | 7,96 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 22.888 | 12,10 | 1.795 | 11,50 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 5.688 | 2,17 | 446 | 1,83 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 80.195 | 3,66 | 6.288 | 3,15 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.038 | 11,58 | 317 | 10,88 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 517.565 | 13,97 | 40.582 | 13,40 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 664 | 71,13 | 52 | 73,33 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 4.560 | 0,40 | 358 | 0,00 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 7.500 | 584 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 11.087 | 78,48 | 869 | 77,71 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 10.152 | 796 | ||||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 173 | -0,58 | ||||||
| 2026-05-05 | 13F | Zeit Capital LLC | 135.662 | 10,54 | 10.637 | 9,99 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 22.100 | 16,22 | 1.733 | 15,62 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3.341 | 262 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 588.387 | 22,89 | 45.989 | 21,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 176.606 | 38,51 | 13.848 | 37,79 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 10.072 | 24,50 | 790 | 23,86 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 78.659 | 1,78 | 6.168 | 1,26 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 66 | 5 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 342.525 | 3,12 | 26.857 | 2,60 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 53.310 | 276,94 | 4.180 | 275,22 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 5.740 | 450 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 30.518 | 4,26 | 2.393 | 3,73 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 55.363 | 6,47 | 4.341 | 5,93 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 91.117 | 15,86 | 7.144 | 15,26 | ||||
| 2026-04-29 | 13F | Burney Co/ | 7.685 | 0,31 | 603 | -0,17 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 111.533 | 14,21 | 8.745 | 124.828,57 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 10.292 | 12,79 | 811 | 12,64 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 169.639 | 23,13 | 13.301 | 22,51 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 92.321 | 8,78 | 7.239 | 8,22 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4.585 | 359 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 550.056 | 4,90 | 43.130 | 4,37 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 725.647 | 0,45 | 56.898 | -0,06 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6.680 | 20,01 | 522 | 19,18 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 21.663 | 22 | ||||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 11.157 | 875 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 438 | 204,17 | 34 | 209,09 | ||||
| 2026-04-17 | 13F | Greenbush Financial Group, LLC | 23.548 | 15,24 | 1.846 | 14,66 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 462.288 | 9,13 | 36.247 | 8,57 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 34.917 | 16,13 | 2.738 | 15,53 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 254.526 | 12,20 | 19.957 | 11,64 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.047.720 | 10,96 | 82 | 10,81 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.852 | 1,09 | 145 | 0,69 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 143.160 | 1,03 | 11.225 | 0,53 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 5.059 | 397 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 193.999 | 4,59 | 15.211 | 4,06 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 7.238 | 568 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.644.333 | 29,05 | 991.442 | 28,39 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 3.368 | 3,28 | 264 | 2,72 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 26.468 | 12,87 | 2.075 | 12,28 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 3.717 | 291 | ||||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 105.639 | 9,41 | 8.283 | 8,86 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 751.045 | 40,48 | 58.889 | 39,77 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 16.889 | 22,23 | 1.324 | 21,69 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 154.771 | 9,37 | 12.136 | 8,81 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5.008 | 1,09 | 393 | 0,51 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 165.432 | 74,49 | 12.972 | 73,62 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 121 | 10 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 55.128 | 0,48 | 4.323 | -0,02 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 4.116 | 14,14 | 323 | 13,38 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 11.354 | 1,00 | 890 | 0,56 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 31.768 | 2.487 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 373.249 | 0,90 | 29.266 | 0,39 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 436.375 | 8,41 | 34.098 | 7,44 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.872 | 0,31 | 225 | 0,00 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 3.267 | 54,10 | 256 | 53,29 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 70.364 | 4,17 | 5.517 | 3,64 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 157.154 | 2,18 | 12.322 | 1,67 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 19.373 | 3,11 | 1.519 | 2,64 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 106 | 8 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.800 | 9,21 | 455 | 8,61 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 18.564 | 96,26 | 1.456 | 95,30 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 20.822 | 16,03 | 1.633 | 15,42 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 25.811 | 9,69 | 2.024 | 9,12 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 8.191 | 14,21 | 642 | 13,63 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13.747 | 1,87 | 1.074 | 1,03 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 152 | 0,66 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 95.438 | 23,21 | 7.483 | 22,59 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 968 | 54,14 | 76 | 53,06 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 28.379 | 13,82 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 305.899 | 3,63 | 23.986 | 3,11 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 5.191 | 0,25 | 407 | -0,25 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 455.014 | 4,14 | 35.678 | 3,61 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 10.525 | 91,12 | 807 | 85,71 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 11.029 | 6,46 | 865 | 5,88 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 37.963 | 19,20 | 2.977 | 18,61 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 10.408 | 13,71 | 816 | 13,18 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 45.022 | 7,91 | 3.530 | 7,36 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 963 | 1,05 | 76 | 0,00 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 2.907 | 228 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376.993 | 3,07 | 29.560 | 2,55 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 139 | 0,72 | 11 | 0,00 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 766 | 12,81 | 60 | 13,21 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 24.626 | 6,21 | 1.931 | 5,64 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 55.691 | 14,97 | 4.367 | 14,38 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 88.808 | 3,24 | 6.963 | 2,71 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 2.971 | 233 | ||||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 9.855 | 0,28 | 773 | -0,26 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 29.072 | 14,23 | 2.279 | 13,67 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.832.755 | 19,87 | 143.221 | 18,86 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 163.758 | 12.906 | ||||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 179.972 | 4,34 | 14.108 | 3,83 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.244 | 254 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 45.964 | 0,86 | 3.604 | 0,36 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 46.819 | 1,53 | 3.671 | 1,02 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 201.104 | 15.769 | ||||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 243.212 | 2,68 | 19.070 | 2,16 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 33.830 | 1,15 | 2.653 | 0,65 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 41 | 485,71 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 99.854 | 35,66 | 7.830 | 34,96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 760.204 | 6,54 | 60 | 5,36 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 2.568 | 0,27 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 97.631 | 8,65 | 7.655 | 8,11 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22.452 | 534,06 | 1.760 | 530,82 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 628.847 | 2,30 | 49.308 | 1,78 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.229 | 5,18 | 253 | 4,98 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 25.293 | 12,64 | 1.983 | 12,10 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 820 | 64 | ||||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 45.101 | 19,85 | 3.536 | 19,26 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 4.371 | 67,54 | 343 | 66,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.067.400 | 7,65 | 162.932 | 7,51 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 27.407 | 88,91 | 2.156 | 88,63 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.384.791 | 43,20 | 2.931.341 | 42,47 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 4.644 | 364 | ||||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 73.480 | 4,23 | 5.762 | 3,69 | ||||
| 2026-04-20 | 13F | City State Bank | 146.766 | 12,32 | 11.508 | 11,75 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 14.739 | 0,92 | 1.156 | 0,35 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 7.217.987 | 3,42 | 565.962 | 2,89 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 2.895 | 227 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 34.770 | 4,20 | 2.726 | 3,69 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.954 | 6,82 | 545 | 6,24 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 16.259 | 8,98 | 1.275 | 8,43 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 100.179 | 10,24 | 7.855 | 9,69 | ||||
| 2026-05-05 | 13F | Donalies Financial Planning, LLC | 6.734 | 41,95 | 528 | 41,55 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 93.061 | 7,64 | 7 | 16,67 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 254.006 | 5,98 | 19.917 | 5,44 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 56.405 | 92,84 | 4.408 | 91,28 | ||||
| 2026-04-15 | 13F | City Holding Co | 121 | 9 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 151 | 3,42 | 12 | 1.000,00 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 72.505 | 0,22 | 5.677 | -0,49 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 50.724 | 2,96 | 3.977 | 2,45 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.256 | 0,56 | 99 | 0,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 330.177 | 3,63 | 25.889 | 3,11 | ||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 421.566 | 3,62 | 33.055 | 3,09 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 13.323 | 91,81 | 1.045 | 90,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.620 | 284 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 46.219 | 3,83 | 3.624 | 3,31 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 43.251 | 3,29 | 3.391 | 2,76 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 386.215 | 3,56 | 30.283 | 3,03 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 31.760 | 1,11 | 2.490 | 0,61 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 517.528 | 10,49 | 40.579 | 9,93 | ||||
| 2026-01-20 | 13F | Main Line Retirement Advisors, LLC | 8.150 | 628 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 23.982 | 0,42 | 1.880 | -0,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 56.507 | 0,48 | 4.453 | 0,36 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 7.963 | 97,25 | 624 | 96,23 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 89.157 | 79,73 | 6.991 | 78,84 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 35.093 | 5,40 | 2.752 | 4,88 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3.681 | 11,38 | 289 | 10,77 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 46.890 | 3.677 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.051.293 | 3,63 | 82.432 | 3,11 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 12.663 | 64,20 | 993 | 63,43 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 78.699 | 1,80 | 6.171 | 1,28 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3.783 | 0,24 | 297 | -0,34 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 151.470 | 8,37 | 11.877 | 7,82 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 2.855 | 224 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 29.492 | 30,68 | 2.312 | 30,03 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 5.016 | 393 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 14.908 | 3,85 | 1.175 | 3,71 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 112 | 9 | ||||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 199.163 | 0,39 | 15.616 | -0,12 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 7.628 | 2,72 | 598 | 2,22 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 8.051 | 158,71 | 631 | 157,55 | ||||
| 2026-05-05 | 13F | PFG Advisors | 30.485 | 4,08 | 2.390 | 3,55 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 4.731 | 27,73 | 371 | 27,15 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.961 | 0,14 | 232 | -0,43 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.172 | 8,00 | 327 | 7,57 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.059.778 | 6,09 | 83.097 | 5,55 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 10.894 | 2,14 | 854 | 1,67 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 3.050 | 239 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 6.587 | 517 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 47.205 | 4,35 | 3.701 | 3,81 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 36.904 | 0,29 | 2.894 | -0,21 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 150.688 | 33,40 | 11.815 | 32,72 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.599 | 0,19 | 205 | 0,00 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 17.841 | 1,32 | 1.399 | 0,72 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 530 | 0 | ||||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 2.200 | 173 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 7.491 | 1,28 | 587 | 0,86 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 70.067 | 4,90 | 5.494 | 4,37 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 30.236 | 8,06 | 2.371 | 7,48 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 27.506 | 60,27 | 2.157 | 59,47 | ||||
| 2026-05-15 | 13F | EFG International AG | 4.779 | 375 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.014 | 10,82 | 472 | 10,30 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 41.430 | 1,12 | 3.249 | 0,62 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 30.191 | 2.367 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 239.528 | 3,69 | 18.781 | 3,16 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.427 | 21,45 | 112 | 20,65 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.703 | 212 | ||||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 120.193 | 1.422,78 | 9.424 | 1.415,11 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 9.018 | 6,34 | 707 | 5,84 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 98.405 | 10,76 | 7.716 | 10,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 516 | 40 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43.290 | 811,18 | 3.394 | 807,49 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 9.452 | 749 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 69.223 | 37,81 | 5.428 | 37,11 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 77.905 | 11,08 | 6.100 | 10,35 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 5.342 | 0,64 | 419 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 245.544 | 18,53 | 19.253 | 17,93 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 21.290 | 1.669 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 120.022 | 25,84 | 9.411 | 25,20 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 16.033 | 119,21 | 1.257 | 118,23 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 179.315 | 14.060 | ||||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 80.028 | 31,81 | 6.275 | 31,15 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 67.374 | 2,11 | 5.283 | 1,58 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 105.260 | 16,89 | 8.219 | 15,81 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 240.073 | 10,29 | 18.824 | 9,74 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1.165.049 | 6,02 | 91.351 | 5,48 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 33.221.965 | 2,73 | 2.601.280 | 2,07 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 373.051 | 0,91 | 29.251 | 0,39 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 7.621 | 0,24 | 598 | -0,33 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 46.799 | 10,89 | 3.670 | 10,31 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 5.300 | 2,22 | 416 | 1,72 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 173.400 | 4,01 | 13.596 | 3,42 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 9.069 | 3,29 | 711 | 2,89 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 12.479 | 0,65 | 978 | 0,10 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21.046 | 69,53 | 1.650 | 68,71 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 820.442 | 10,09 | 64.331 | 9,53 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 7.542 | 591 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 10.936 | 172,24 | 857 | 171,20 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 4.631 | 20,32 | 363 | 19,80 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 4.369 | 4,55 | 343 | 3,95 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 35.527 | 28,94 | 2.786 | 28,28 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 108.948 | 2,48 | 8.543 | 1,96 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 325 | 25 | ||||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.511 | 56,10 | 118 | 55,26 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 32.423 | 3,30 | 2.542 | 2,79 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 257.919 | 3,86 | 20.223 | 3,33 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 3.946 | 309 | ||||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 9.775 | 13,08 | 766 | 12,48 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 18.592 | 1.458 | ||||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 33.402 | 2,86 | 2.619 | 2,34 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 3.519 | 9,83 | 276 | 9,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.435.212 | 2,31 | 504.583 | 1,79 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 440.801 | 11,19 | 34.563 | 10,63 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 7.483 | 2,58 | 587 | 2,09 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 157.035 | 5,45 | 12.313 | 4,92 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 5.690 | 0,87 | 446 | 0,45 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.285 | 258 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 31.358 | 0,48 | 2.459 | -0,04 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 67.822 | 33,67 | 5.318 | 32,99 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.901.473 | 7,15 | 305.914 | 6,60 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 243.468 | 7,09 | 19.090 | 6,55 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.598 | 204 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 102.589 | 18,91 | 8.044 | 18,31 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 63.357 | 4.968 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 89 | 7 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 16.292 | 36,93 | 1.277 | 36,29 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 6.025 | 5,20 | 472 | 4,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.296.496 | 12,64 | 101.838 | 12,25 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 18.066 | 34,26 | 1.417 | 33,58 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 4.269 | 8,93 | 335 | 8,44 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 24.482 | 12,20 | 1.920 | 11,63 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2.482.487 | 3,89 | 194.652 | 3,36 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 6.913 | 52,77 | 542 | 52,25 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 17.428 | 50,18 | 1.367 | 49,45 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 29.618 | 0,42 | 2.322 | -0,09 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 744.552 | 182,78 | 58.379 | 181,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 845.989 | 0,07 | 66.335 | -0,44 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 13.710 | 1.076 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 160.917 | 4,83 | 12.618 | 4,30 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 193.117 | 96,15 | 15.142 | 95,15 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 9.692 | 5,11 | 760 | 4,55 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 4.708 | 11,67 | 369 | 11,14 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 61.618 | 7,23 | 4.831 | 6,69 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 7.016 | 3,36 | 553 | 3,18 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 5.497 | -0,29 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 75.734 | 6,72 | 5.938 | 6,19 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 161 | 13 | ||||||
| 2026-04-27 | 13F | Cumberland Advisors Inc | 13.015 | 18,64 | 1.021 | 18,06 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 143.423 | 5,42 | 11 | 10,00 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 152.228 | 8,74 | 11.912 | 7,99 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 212.408 | 1,13 | 16.655 | 0,61 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 191 | 15 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3.275 | 6,68 | 257 | 6,22 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 2.650 | 2,12 | 208 | 1,47 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 138.627 | 2,63 | 10.870 | 2,10 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 271.551 | 8,22 | 21.292 | 7,67 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 741 | 58 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 6.340 | 497 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 3.483 | 273 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3.429 | 269 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 197 | 294,00 | 0 | |||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 6.255 | 5,57 | 490 | 5,15 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3.580 | 281 | ||||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 179.219 | 14,73 | 14.053 | 14,15 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 16.373 | 0,49 | 1.284 | -0,08 | ||||
| 2026-04-16 | 13F | Security National Bank | 9.484 | 163,30 | 744 | 162,54 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 67 | 1,52 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4.470 | 2,90 | 350 | 2,04 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 20.895 | 1,54 | 1.638 | 1,05 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 332 | 26 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 9.680 | 20,65 | 759 | 20,09 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 6.814 | 164,31 | 534 | 163,05 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 291.229 | 7,13 | 22.835 | 6,59 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 22.282 | 30,85 | 1.747 | 30,18 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 62.607 | 1,53 | 4.909 | 1,03 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 9.939 | 4,37 | 779 | 3,87 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4.539 | 0,02 | 356 | -0,56 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 477.374 | 2,57 | 37.431 | 2,04 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 6.174 | 0,05 | 0 | |||||
| 2026-04-14 | 13F | Moller Financial Services | 45.023 | 1,58 | 3.530 | 1,06 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 45.591 | 5,07 | 3.575 | 4,53 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 2.725 | 214 | ||||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 3.743 | 0,32 | 294 | -0,34 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.378.481 | 15,38 | 264.907 | 14,80 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13.844 | 12,25 | 1.086 | 11,74 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 99.061 | 3,67 | 7.767 | 3,15 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 58.630 | 11,33 | 4.597 | 10,77 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 3.594 | 282 | ||||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 41.406 | 2,93 | 3.247 | 2,40 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 19.710.804 | 29,24 | 1.545.524 | 28,58 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 10.265 | 7,32 | 805 | 6,77 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.107.968 | 1,49 | 478.926 | 0,97 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 20.532 | 9,84 | 1.610 | 9,23 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.822.593 | 8,83 | 142.945 | 8,27 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 2.599 | 15,51 | 204 | 14,69 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 111.643 | 1,85 | 8.754 | 1,33 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 45.175 | 6,27 | 3.545 | 5,73 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 17.235 | 4,25 | 1.351 | 3,76 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 10.462 | 1,63 | 820 | 1,11 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.043 | 3,39 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 37.039 | 18,68 | 2.904 | 23,84 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 7.261 | 24,44 | 569 | 23,97 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 9.614 | 0,49 | 754 | 0,00 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3.255 | 10,19 | 255 | -26,93 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 38 | 3 | ||||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 6.061 | 0,02 | 0 | |||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 171.370 | 3,37 | 13.437 | 2,85 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 85.321 | 8,69 | 6.690 | 6,78 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 145.551 | 4,83 | 11.413 | 4,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.338 | 32,87 | 497 | 32,27 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 19.766 | 1,62 | 1.550 | 1,11 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 94.127 | 7.380 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 46.591 | 17,91 | 3.653 | 17,31 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 139.622 | 0,02 | 10.948 | -0,49 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 26.472 | 18,93 | 2.092 | 19,21 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 19.215 | 36,28 | 1.507 | 35,55 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 286.621 | 6,75 | 22.474 | 6,21 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 25.549 | 26,17 | 2.003 | 25,58 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 115 | 1,77 | 9 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.590.842 | 80,63 | 124.738 | 79,71 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 147.436 | 50,97 | 11.560 | 50,21 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 5.122 | 5,83 | 402 | 5,25 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 267.060 | 0,25 | 20.940 | -0,26 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 3.936 | 10,04 | 309 | 9,61 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3.615.309 | 10,53 | 282.363 | 9,53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 396.953 | 9,10 | 31 | 10,71 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 147.485 | 5,73 | 11.564 | 5,19 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 22.777 | 0,65 | 1.786 | 0,11 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 14.425 | 1.131 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 10.043 | 7,33 | 787 | 6,78 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 84.080 | 137,25 | 6.626 | 136,98 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1.311 | 39,77 | 103 | 39,73 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 3.904.033 | 1,32 | 306.115 | 0,80 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.215 | 1.262,29 | 252 | 1.300,00 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 23.829 | 1,93 | 1.868 | 1,41 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 13.100 | 46,60 | 1.027 | 45,88 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 4.372 | 2,29 | 343 | 1,79 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 2.831 | 222 | ||||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 2.994 | 0,64 | 235 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 18.937 | 0,02 | 1.485 | -0,54 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 26.065 | 8,17 | 2.044 | 7,58 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 4.705 | 7,76 | 369 | 6,98 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 646 | 51 | ||||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 3.474 | 0,43 | 272 | -0,37 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 987 | 1,54 | 77 | 1,32 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 139.066 | 1,11 | 10.904 | 0,59 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 18.696 | 19,43 | 1.466 | 18,82 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 49.528 | 3,03 | 3.878 | 2,38 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 219.178 | 4,37 | 17.186 | 3,84 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 6.973 | 0,64 | 547 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 13.503 | 0,23 | 1.059 | -0,28 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 105.992 | 0,53 | 8.311 | 0,01 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 12.039 | 78,89 | 944 | 77,92 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.174 | 24,08 | 0 | |||||
| 2026-04-14 | 13F | eCIO, Inc. | 227.413 | 17,83 | 17.831 | 17,23 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1.192.235 | 6,54 | 93.483 | 6,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7.122.050 | 4,32 | 558.440 | 3,79 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 5.857 | 459 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 99.062 | 7,43 | 7.767 | 6,88 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 58.299 | 7,47 | 4.571 | 6,92 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 46.755 | 2,88 | 3.666 | 2,37 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 192 | 0,52 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 140.115 | 10,72 | 10.986 | 10,16 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 32.439 | 2,45 | 2.544 | 1,92 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6.791 | 24,20 | 533 | 23,72 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 31.520.462 | 28,60 | 2.471.519 | 27,95 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 47.871 | 5,05 | 3.754 | 4,51 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 34.415 | 0,07 | 2.694 | -0,63 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 13 | 1 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.497 | 8,13 | 274 | 7,87 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 162.187 | 1,09 | 12.717 | 0,58 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 20.925 | 6,47 | 1.641 | 5,94 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 4.580 | 15,63 | 359 | 14,74 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 5.789 | 456 | ||||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 8.107 | 636 | ||||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 57 | 9,62 | 4 | 0,00 |
