Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF eröffnet haben, gehören Ubs Asset Management Americas Inc, Platform Wealth Management, LLC, CSP Financial Group, LLC, TRB Wealth Management, LLC, AA Financial Advisors, LLC, 3 Factor Indexing, Llc, Diversified Enterprises, LLC, Action Point Financial Planning, Llc, Integrity Wealth Partners, LLC, Everest Financial Group LLC, Tiaa-cref Individual & Institutional Services, Llc, Summit Portfolio Management, LTD., Vanguard National Trust Co, BIP Wealth, LLC, Innovative Asset Advisors Group, LLC, E-Wealth Partners, LLC, Wright Fund Managment, LLC, Freedom Day Solutions, LLC, TCFG Investment Advisors, LLC, und West Wealth Group, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 150.588 | 0,05 | 5.852 | -1,80 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.678.311 | 21,84 | 65.219 | 19,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 15.724.523 | 13,00 | 661.845 | 20,14 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 6.276 | 244 | ||||||
| 2026-04-20 | 13F | 25 Llc | 80.458 | 0,99 | 3.127 | -0,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.050.727 | 3,58 | 41 | 0,00 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 2.261.881 | 1,63 | 87.897 | -0,24 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.493.127 | 3,72 | 96.883 | 1,80 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 841.940 | 5,75 | 35.437 | 12,43 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 17.249 | 0,26 | 712 | 1,71 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 843 | 33 | ||||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26.893 | 1.126 | ||||||
| 2026-05-12 | 13F | von Borstel & Associates, Inc. | 3.515.498 | 2,66 | 137 | 0,74 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 185.485 | 25,09 | 7.343 | 28,40 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 189.814 | 2,60 | 7.376 | 0,71 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.018.682 | 10,74 | 117.306 | 8,70 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 8.636 | 11,59 | 336 | 9,48 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 7.700 | 299 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 573.130 | 13,41 | 22.272 | 11,32 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 24.007 | 0,25 | 933 | -1,69 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 59.978 | 35,80 | 2.331 | 33,30 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14.993 | 0,03 | 567 | -4,55 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.100.207 | 42.754 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 273.537 | 10.630 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 950.162 | 3,54 | 37.170 | 2,31 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 73.256 | 0,25 | 2.847 | -1,62 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 657.444 | 19,26 | 25.548 | 17,07 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 21.799 | 1,92 | 847 | 0,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.858.739 | 1,14 | 111.091 | -0,72 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 720.938 | 11,36 | 28.016 | 9,30 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 138.751 | 2,62 | 5.392 | 0,73 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.142.236 | 22,80 | 122.107 | 20,54 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 310 | 0,32 | 12 | 0,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.198 | 0,66 | 591 | -1,17 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24.820 | 0,07 | 965 | -1,73 | ||||
| 2026-05-14 | 13F | New Dimensions Wealth Management, LLC | 731.523 | 0,24 | 28.427 | -1,61 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 26.289 | 0,25 | 1.022 | -1,64 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 28.110 | 1.092 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.441.815 | 2,31 | 60.859 | 9,08 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 67.334 | 703,41 | 2.617 | 690,33 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.210.467 | 8,86 | 85.899 | 6,86 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 42.411 | 0,25 | 1.648 | -1,55 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 1.507.026 | 9,78 | 58.563 | 7,76 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 43.511 | 1.691 | ||||||
| 2026-05-13 | 13F | IF Advisors, LLC | 34.487 | 1.340 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 271.250 | 11,78 | 10.541 | 9,72 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 33.275 | 14,31 | 1.293 | 12,24 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12.401 | 482 | ||||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 5.478 | 0,24 | 213 | -1,85 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 91.167 | 1,86 | 3.543 | -0,03 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 886.200 | 20,23 | 34 | 17,24 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 1.208.315 | 7,57 | 46.955 | 5,59 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 42.328.643 | 3,07 | 1.644.891 | 1,17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 2.469.701 | 7,97 | 95.973 | 5,98 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16.942 | 220,20 | 658 | 214,83 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.272 | 0,11 | 244 | -2,02 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4.117.890 | 9,38 | 160.016 | 7,36 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 35.106 | 5,14 | 1.364 | 3,26 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.831.592 | 0,65 | 71.176 | -1,20 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 3.783.233 | 1,04 | 147.016 | -0,82 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 19.662 | 1,03 | 764 | -0,78 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 23.977 | 0,05 | 932 | -1,79 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 557.655 | 24,67 | 21.670 | 22,37 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 342.233 | 3,04 | 14.364 | 9,24 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 2.189.130 | 3,19 | 85.070 | 1,29 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 28.521 | 0,20 | 1.108 | -1,60 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 3.443 | 0,26 | 134 | -1,48 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 58.828 | 0,25 | 2.286 | -1,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 42.656 | 29,65 | 1.689 | 33,02 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 476 | 0,42 | 18 | 0,00 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 1.302.301 | 1,00 | 50.607 | -0,86 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 219.843 | 4,18 | 8.543 | 2,29 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 226.646 | 1,07 | 8.807 | -0,79 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 149.391 | 102,30 | 5.820 | 99,11 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 1.125.104 | 7,14 | 43.722 | 5,17 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 70.425 | 1,49 | 2.737 | -0,40 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 8.696.860 | 1,47 | 337.960 | -0,40 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 130.220 | 1,47 | 5.060 | -0,39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 464.582 | 16,02 | 18 | 20,00 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 8.966 | 0,02 | 348 | -1,69 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 30.684 | 6,82 | 1.192 | 3,83 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 11.407 | 11.307,00 | 443 | 14.666,67 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 29.388 | 19,83 | 1.142 | 17,73 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 3.327 | 129 | ||||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 705.040 | 4,25 | 27.398 | 2,32 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 17.230 | 0,19 | 670 | -1,62 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 552.476 | 1,83 | 21.469 | -0,04 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 36.024 | 100,00 | 1.400 | 96,21 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 6.110 | 237 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17.074 | 10,70 | 676 | 12,13 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5.249 | 204 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10.513 | 409 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 63.795 | 2.479 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 54.112 | 21,42 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 348.696 | 0,80 | 13.550 | -1,05 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.033.269 | 2,37 | 156.733 | 0,48 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.175.347 | 0,11 | 45.674 | -1,74 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2.255.255 | 15,43 | 87.639 | 13,30 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 60.687 | 17,02 | 2.358 | 14,86 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 26.619 | 1.034 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 10.940 | 437 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 177.130 | 0,25 | 7.013 | 2,91 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 7.135 | 3,63 | 277 | 1,84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 263.239 | 6,53 | 10.229 | 4,57 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 9.735 | 0,01 | 378 | -1,82 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 803.937 | 3,14 | 31.241 | 1,24 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 3.325 | 129 | ||||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 14.223 | 553 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32.657 | 2,41 | 1.269 | 0,55 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 370.724 | 550,95 | 14.406 | 539,13 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 8.226 | 0,48 | 320 | 0,00 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 109.090 | 76,15 | 4.239 | 72,95 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 26.842 | 0,25 | 1.043 | -1,51 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 633.475 | 8,28 | 24.617 | 6,29 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 65.272 | 20,74 | 2.536 | 18,50 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 528.063 | 3,94 | 20.521 | 2,02 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 1.002.720 | 1,78 | 38.966 | -0,09 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 9.231.772 | 1,32 | 358.747 | -0,55 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 311.841 | 8,92 | 12.118 | 6,91 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 36.454 | 0,54 | 1.417 | -1,32 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 166.234 | 3,62 | 6.460 | 1,70 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 338.183 | 278,25 | 13.142 | 268,30 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 5.917 | 0,25 | 230 | -1,72 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 1.377.960 | 5,43 | 53.548 | 3,49 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 15.921 | 0,25 | 619 | -1,59 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 45.993 | 0,25 | 1.787 | -1,60 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 5.546.947 | 1,21 | 215.554 | -0,65 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 473.396 | 7,84 | 18.396 | 5,85 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.293 | 0,03 | 283 | -1,74 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 98.933 | 421,06 | 3.845 | 411,85 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 121.474 | 1,77 | 4.720 | -0,11 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 237.349 | 18,23 | 9.223 | 16,06 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13.259.708 | 9,66 | 515.272 | 7,63 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 69.781 | 2.712 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.623.989 | 2,49 | 63.108 | 0,60 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 31.207 | 0,18 | 1.213 | -4,11 | ||||
| 2026-05-11 | 13F | Retirement Solution Inc. | 687.039 | 10,31 | 26.698 | 8,27 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 23.744 | 10,25 | 923 | 8,22 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 982.700 | 2,82 | 38.188 | 0,92 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 72.871 | 37,30 | 2.832 | 34,75 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 37.475 | 6,42 | 1.456 | 4,45 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 14.526 | 35,10 | 564 | 32,71 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.760.059 | 14,19 | 107.256 | 12,09 | ||||
| 2026-05-12 | 13F | Fielder Capital Group LLC | 7.855 | 2,65 | 305 | 0,99 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 10.518 | 409 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 250.336 | 1,54 | 9.728 | -2,71 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 56.718 | 131,51 | 2.204 | 127,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.903.169 | 9,38 | 71.959 | 4,46 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 220.432 | 377,44 | 8.566 | 368,86 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 1.276.183 | 3,33 | 49.592 | 1,42 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.457.997 | 2,46 | 173.238 | 0,57 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 312.731 | 4,32 | 12 | 9,09 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 1.425 | 39,02 | 55 | 37,50 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 22.523 | 6,28 | 875 | 4,42 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 63.483 | 10,62 | 2.467 | 8,59 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.093 | 1,16 | 943 | 0,11 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.333.696 | 45,82 | 90.687 | 43,13 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 125.359 | 4,97 | 4.871 | 3,02 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 1.087.692 | 4,12 | 42.268 | 2,20 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 171.900 | 2,34 | 6.680 | 0,45 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 20.626 | 0,26 | 802 | -1,60 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 171.994 | 23,53 | 6.684 | 21,24 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 9.705 | 0,26 | 377 | -1,57 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 52.556 | 0,25 | 2.042 | -1,59 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 2.184.097 | 0,50 | 84.874 | -1,35 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 37.210 | 1.446 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 4.182.010 | 2,90 | 162.513 | 1,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 70.292.321 | 9,22 | 2.731.560 | 7,21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 7.471 | 0,13 | 290 | -1,69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 100.980 | 9,19 | 3.924 | 7,18 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 40.917 | 1,46 | 1.590 | -0,38 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 104.647 | 2,44 | 4.067 | 0,54 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 417.849 | 1,61 | 16.238 | -2,86 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 436.833 | 21,36 | 18.334 | 25,29 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 8.738 | 0,25 | 340 | -1,74 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 61.887 | 2.405 | ||||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 899.072 | 2,76 | 35.594 | 5,48 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 15.302 | 606 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.567 | 2.238,81 | 61 | 2.900,00 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 25.524 | 2,91 | 992 | 1,02 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 585.167 | 6,38 | 22.740 | 4,42 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 15.121 | 99,80 | 588 | 96,32 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 502.451 | 0,59 | 19.525 | -1,26 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 61.978 | 2.408 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 19.977 | 3,02 | 776 | 1,17 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 32.758 | 0,00 | 1.414 | 4,51 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 3.058.573 | 5,26 | 118.856 | 3,32 | ||||
| 2026-05-08 | 13F | Matisse Capital | 9.503 | 0,25 | 369 | -1,60 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 95.597 | 2,63 | 3.715 | 0,73 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11.286 | 0,25 | 439 | -1,57 | ||||
| 2026-02-12 | 13F | Pollock Investment Advisors, LLC | 359.703 | 123,46 | 14.241 | 129,38 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 209.644 | 2,34 | 8.147 | 0,44 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 61.935 | 2.407 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.289.602 | 0,03 | 88.974 | -1,81 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 58.307 | 2,35 | 2.266 | 0,44 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 549.427 | 2,94 | 21.351 | -1,52 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 30.295 | 55,10 | 1.177 | 52,26 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 98.470 | 685,94 | 3.827 | 671,37 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 86.724 | 3.370 | ||||||
| 2026-05-12 | 13F | Tufton Capital Management | 10.085 | 0 | ||||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 60.639 | 5,25 | 2.617 | 11,13 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 78.225 | 0,01 | 3.040 | -1,84 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1.576.925 | 3,14 | 61.279 | 1,23 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 567.137 | 144,08 | 22.039 | 139,60 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 757.454 | 11,59 | 29.435 | 24,88 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 27.894 | 0,06 | 1.084 | -1,81 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 13.600 | 32,63 | 529 | 30,37 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 874.504 | 33.983 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 239.301 | 4,51 | 9.299 | 2,58 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.400.761 | 2,69 | 54.434 | 0,80 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 267.387 | 359,42 | 10.391 | 350,95 | ||||
| 2026-05-12 | 13F | ESG Planning | 5.622 | 0,25 | 218 | -1,80 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 311 | 12 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 897.015 | 3,96 | 37.791 | 7,82 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 3.684.951 | 1,50 | 143.197 | -3,04 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 29.110 | 1.131 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 27.667 | 13,74 | 1.095 | 16,74 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 178.816 | 0,00 | 6.949 | -1,85 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 634.594 | 9,52 | 24.660 | 7,50 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 71.097 | 3,36 | 2.763 | 1,43 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.952.425 | 2,24 | 192.451 | 0,36 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 16.834 | 0,56 | 654 | -1,21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 701.850 | 2,13 | 27.274 | 0,25 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 536.347 | 20.842 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 24.306 | 0,21 | 945 | -1,67 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13.275 | 516 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 1.040.681 | 0,58 | 40.888 | -0,31 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 118.729 | 13,82 | 4.614 | 11,72 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 340.920 | 3,45 | 13.248 | 1,54 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 85.495 | 4,19 | 3.322 | 2,28 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 3.814.103 | 8,08 | 148.216 | 6,09 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 921.453 | 8,93 | 35.808 | 6,92 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 157.238 | 0,21 | 6.110 | -1,64 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 1.178.323 | 0,02 | 45.790 | -1,82 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 92.851 | 63,99 | 3.608 | 61,00 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1.419.268 | 5,23 | 55.153 | 3,29 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 63.719 | 0,96 | 2.476 | -0,88 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 64.629 | 2.511 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 5.885 | 229 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 131.015 | 5.091 | ||||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 2.026.321 | 2,96 | 78.743 | 1,06 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 32.094 | 4,55 | 1.247 | 2,63 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 248.732 | 39,87 | 9.666 | 37,29 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10.422 | 0,14 | 405 | -1,94 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 6.205 | 21,31 | 241 | 19,31 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 117.025 | 169,26 | 4.912 | 177,14 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 148.065 | 0,28 | 5.754 | -3,26 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 456.155 | 7,38 | 17.726 | 5,40 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 284.811 | 98,79 | 11.068 | 95,12 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 69.224 | 14,10 | 2.690 | 12,04 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 854.642 | 33.211 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 43.758 | 53,43 | 1.700 | 50,58 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 603.957 | 33,05 | 19.654 | 8,89 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 296.120 | 4,11 | 11.507 | 2,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 163.713 | 82,01 | 6.223 | 74,78 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 73.560 | 30,93 | 2.859 | 28,51 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.018 | 40 | ||||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 546.216 | 0,60 | 21.226 | -1,26 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 825.374 | 7,69 | 32.074 | 5,71 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 6.659 | 7,58 | 259 | 5,31 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 833.008 | 30,05 | 32.371 | 27,65 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 10.111 | 393 | ||||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 3.791.506 | 1,22 | 147.338 | -0,65 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 219.892 | 0,11 | 8.545 | -1,74 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 881.511 | 3,42 | 34.256 | 1,51 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 393.120 | 0,36 | 15.277 | -1,49 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 150.916 | 20,50 | 5.865 | 18,27 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 21.097 | 0,06 | 820 | -1,80 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22.053 | 857 | ||||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 4.664.603 | 9,58 | 181.266 | 7,56 | ||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 847.345 | 3,90 | 32.928 | 1,98 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 73.021 | 331,62 | 2.838 | 324,07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 210.429 | 208,72 | 8.177 | 203,08 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 1.958.955 | 2,79 | 76.125 | 0,89 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 26.501 | 1,63 | 1.030 | -0,29 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.461.856 | 11,67 | 173.415 | 9,63 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 30.468 | 0,25 | 1.168 | -3,71 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 17.416 | 268,83 | 681 | 266,13 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 11.430 | 0,25 | 444 | -1,55 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 654 | 0,15 | 0 | |||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 2.739.860 | 0,30 | 106.471 | -1,55 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 14.628 | 0,01 | 568 | -1,90 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 3.676.377 | 1,35 | 142.864 | -0,52 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 141.654 | 0,15 | 5.505 | -1,70 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 1.795.130 | 6,58 | 69.759 | 4,61 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 14.265 | 8,88 | 554 | 6,95 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 12.950 | 23,20 | 503 | 20,91 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 28.872 | 1,26 | 1.122 | -0,62 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 9.409 | 366 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 226 | 9 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 917.351 | 1,03 | 35.648 | -0,83 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.268 | 49 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1.895.239 | 5,33 | 74 | 2,82 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1.005.870 | 28,82 | 39.088 | 26,45 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 12.704 | 25,19 | 494 | 22,94 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 63.186 | 24,41 | 2.455 | 22,14 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 12.793 | 497 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 55.798 | 7,23 | 2.168 | 5,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17.233 | 831 | 468,49 | |||||
| 2026-04-24 | 13F | BetterWealth, LLC | 2.830.509 | 1,05 | 109.994 | -0,81 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 27.663 | 325,45 | 1.075 | 317,90 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 304.067 | 3,00 | 11.816 | 1,10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.581.883 | 51,77 | 61.883 | 49,97 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 782.288 | 10,39 | 30.400 | 8,35 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 66.920 | 330,52 | 2.601 | 322,76 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 4.902.914 | 1,22 | 198.519 | 1,22 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 105.815 | 1,26 | 4.112 | -0,63 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 1.288.252 | 3,25 | 50.061 | 1,35 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 197.717 | 16,74 | 7.683 | 14,59 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 3.324.162 | 13,08 | 129.177 | 11,00 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 23.487 | 14,02 | 912 | 22,61 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 17.643 | 1,94 | 686 | 0,00 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 264 | 10 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 25.390 | 28,30 | 987 | 25,93 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 532.213 | 0,45 | 20.682 | -1,41 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 10.191 | 396 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 494.578 | 1,49 | 19.219 | -0,38 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.851.225 | 7,70 | 150 | 5,67 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 515.428 | 1,70 | 20.030 | -0,17 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 1.108.406 | 6,83 | 46.697 | 10,64 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 17.191 | 0,10 | 668 | -1,62 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 698.277 | 54,44 | 27.135 | 51,60 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 2.595.688 | 1,62 | 100.868 | -0,26 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 93.973 | 0,04 | 3.652 | -1,80 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.448 | 54,35 | 678 | 51,68 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 21.647 | 0,24 | 841 | -1,52 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 2.439.644 | 0,79 | 94.805 | -1,07 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2.462.633 | 13,38 | 95.698 | 11,28 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 1.680.901 | 6,34 | 71.287 | 13,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 957.846 | 43,01 | 37.222 | 40,37 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 777.411 | 2,48 | 30.210 | 0,59 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 220.439 | 0,19 | 8.566 | -1,65 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 17.820 | 705 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 171.958 | 6.682 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 242 | 10 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 439.940 | 3,13 | 17.096 | 1,23 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5.663 | 0,25 | 220 | -1,35 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 141.164 | 4,56 | 5.486 | -0,04 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 228.900 | 18,09 | 8.895 | 15,93 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 2.620.847 | 1,47 | 101.846 | -0,40 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 10.674 | 0,25 | 415 | -1,66 | ||||
| 2026-04-28 | 13F | Schubert & Co | 565.771 | 7,57 | 21.986 | 5,59 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15.979 | 0,14 | 621 | -1,74 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 424.719 | 4,67 | 16.505 | 2,74 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 98.397 | 3,60 | 3.824 | 1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.876 | 306 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18.835 | 0,14 | 732 | -1,75 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 6.803 | 2,47 | 264 | 0,76 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.225 | 7.316,67 | 88 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 104.962 | 4.079 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 554 | 22 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12.390 | 6,99 | 481 | 5,02 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 1.382.077 | 2,26 | 53.708 | 0,38 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 37.795 | 0,27 | 1.469 | -1,61 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.631.943 | 3.357,80 | 63.417 | 3.294,91 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13.496 | 524 | ||||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 3.879 | 151 | ||||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 799.943 | 0,10 | 31.086 | -1,75 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 3.581 | 0,25 | 139 | -1,42 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 13.390 | 520 | ||||||
| 2026-04-06 | 13F | CX Institutional | 6.652 | 0,24 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 4.955 | 1.508,77 | 193 | 1.500,00 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 37.626 | 0,22 | 1.462 | -1,62 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 16.084 | 5,79 | 625 | 3,99 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 887 | 34 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 96.701 | 0,11 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 28.898 | 7,05 | 1.123 | 5,06 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35.424 | 1.377 | ||||||
| 2026-04-15 | 13F | Fmb Wealth Management | 1.136.845 | 0,37 | 44.178 | -1,48 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.362.453 | 4,55 | 91.805 | 2,63 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 12.408 | 482 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 771.832 | 2,35 | 29.993 | 0,46 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 49.450 | 3,43 | 1.922 | 1,53 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 90.597 | 11,21 | 3.521 | 9,15 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 7.544 | 293 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2.175.911 | 44,32 | 84.556 | 41,66 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 724.910 | 2,99 | 28.170 | 1,09 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 67.228 | 0,11 | 2.613 | -1,73 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 647.521 | 9,95 | 27.254 | 16,90 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 65.637 | 4,96 | 2.658 | 4,48 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 212.330 | 0,10 | 8.251 | -1,74 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 1.239.464 | 1,86 | 48.166 | -0,02 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 143.671 | 0,00 | 5.583 | -1,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.611.433 | 1,21 | 179.200 | -0,66 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 49.662 | 0,19 | 1.930 | -1,68 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 945.752 | 1,47 | 36.752 | -0,40 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 11.864 | 0,17 | 470 | 2,85 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 14.057 | 0,04 | 546 | -1,80 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.027.815 | 5,99 | 39.941 | 4,04 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 155.955 | 117,37 | 6.083 | 114,15 | ||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 164.827 | 10,30 | 6.405 | 8,27 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 697.083 | 1,46 | 27.089 | -0,41 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 10.386 | 343 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1.000.413 | 7,54 | 38.876 | 5,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 33.123 | 1,31 | 1.287 | -0,54 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10.825 | 421 | ||||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 1.507.348 | 6,24 | 58.576 | 4,28 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 63.817 | 2.527 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 756.251 | 12,73 | 29.388 | 10,09 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 184.640 | 4,72 | 7.175 | 2,79 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 86.836 | 4,76 | 3.374 | 2,83 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 12.077.663 | 4,13 | 469.338 | 2,21 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 11.586 | 2,47 | 450 | 0,67 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 3.744.102 | 1,79 | 145.496 | -0,09 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 10.670 | 5,93 | 415 | 4,02 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 14.700 | 571 | |||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 10.454 | 406 | ||||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 32.634 | 0,10 | 1.268 | -1,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 430.019 | 6,75 | 16.711 | 4,78 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 738.764 | 3,52 | 28.708 | 1,61 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 236.217 | 0,74 | 9.179 | -1,11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26.552 | 1.032 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 12.043 | 0,25 | 468 | -1,68 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1.076.380 | 5,41 | 41.828 | 3,47 | ||||
| 2026-05-15 | 13F | Fmr Llc | 432.068 | 16,07 | 16.790 | 13,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 29.081 | 19,87 | 1.130 | 17,71 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 25.871 | 0,23 | 1.024 | 2,91 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 1.839.261 | 1,31 | 71.474 | -0,55 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 34.545 | 1,79 | 1.342 | -3,24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 52.231 | 0,07 | 2.030 | -1,79 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 6.987 | 1,82 | 272 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 110.061 | 2,91 | 4.277 | 0,99 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 8.563 | 0,04 | 333 | -1,78 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 168.710 | 26,36 | 6.556 | 24,05 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 397.837 | 15.460 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 88.078 | 1,10 | 3.423 | -0,75 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 54.516 | 0,01 | 2.118 | -1,85 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5.870.993 | 10,05 | 228.147 | 8,02 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 25.513 | 20,46 | 991 | 18,26 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1.025 | 40 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 151.997 | 26,29 | 5.907 | 23,97 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 11.077 | 430 | ||||||
| 2026-05-21 | 13F | BankChampaign, National Association | 11.201 | 391,49 | 435 | -8,03 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 7.179 | 0,27 | 279 | -1,77 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 5.446 | 2,18 | 213 | 0,95 | ||||
| 2026-05-12 | 13F | Wheels Up Wealth, Inc. | 756.857 | 0,78 | 29.411 | -1,08 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 60.073 | 6,34 | 2.334 | 4,38 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 320.692 | 20,08 | 12.462 | 17,87 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 39.074 | 16,35 | 1.518 | 14,22 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 14.557 | 0,20 | 566 | -1,74 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11.870 | 461 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 314.444 | 1,60 | 12.219 | -0,28 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 248.727 | 5,36 | 9.666 | 3,41 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 96.800 | 3.762 | ||||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 9.161 | 0,26 | 356 | -1,66 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1.853.241 | 1,08 | 72.017 | -0,78 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12.798 | 443 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 131.355 | 8,89 | 5.104 | 6,89 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 332.981 | 4,23 | 13.183 | 6,98 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 52.231 | 0,07 | 2.030 | -1,79 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 246 | 10 | ||||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.326.887 | 5,21 | 51.563 | 3,26 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 6.314 | 0,40 | 245 | -1,21 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 7.709.244 | 29,28 | 299.581 | 26,90 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 4.851.503 | 2,06 | 188.529 | 0,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 57.684 | 83,19 | 2.242 | 79,86 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 3.082.266 | 1,69 | 119.777 | -0,19 | ||||
| 2026-05-15 | 13F | Family Management Corp | 216 | 8 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 20.900 | 0,14 | 812 | -1,69 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 543.945 | 18,19 | 23.433 | 23,25 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 1.026.409 | 5,71 | 39.886 | 3,76 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 15.316 | 0,25 | 595 | -1,49 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 6.123 | 238 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 108.852 | 0,10 | 4.230 | -1,77 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 718.096 | 4,20 | 27.905 | 2,28 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 164.243 | 6,76 | 6.382 | 4,79 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 3.324.162 | 13,08 | 129.177 | 11,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 603.652 | 1,01 | 23.458 | -0,85 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 24.669 | 959 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 29.759 | 2,67 | 1.156 | 0,78 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 65.336 | 2.539 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 89.313 | 7,20 | 3.471 | 5,22 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 5.584 | 0,25 | 217 | -1,82 | ||||
| 2026-04-28 | 13F | Disciplined Equity Management, Inc. | 39.340 | 0,41 | 1.529 | -1,48 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.108.602 | 1,37 | 120.800 | -0,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.851.717 | 3,72 | 110.818 | 1,80 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.656 | 0,63 | 492 | -1,21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 27.667 | 13,74 | 1.075 | 14,61 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 14.813 | 576 | ||||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 32.906 | 0,25 | 1.287 | -0,92 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6.236 | 242 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 5.853 | 227 | ||||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 1.810.343 | 1,29 | 70.350 | -0,58 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 13.687 | 2,13 | 532 | 0,19 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 4.042.822 | 0,24 | 157.104 | -1,61 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 27.211 | 45,77 | 1.057 | 43,03 | ||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 1.565.502 | 1,01 | 60.835 | -0,86 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 8.622 | 0,26 | 335 | -1,47 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 308.496 | 6,38 | 11.988 | 4,42 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 1.109.445 | 4,80 | 43.113 | 2,87 | ||||
| 2026-05-14 | 13F | Arcadia Wealth Management, Inc. | 953.265 | 1,31 | 37.044 | -0,56 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 10.114 | 2,26 | 393 | 0,51 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 14.345 | 0,01 | 557 | -1,76 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 834.410 | 0,78 | 32.425 | -1,08 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3.427.113 | 4,76 | 133 | 3,10 | ||||
| 2026-05-04 | 13F | Nwam Llc | 353.526 | 0,26 | 13.738 | -2,46 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 46.662 | 7,54 | 1.813 | 5,59 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 28.348 | 0,14 | 1.102 | -1,70 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 6.694.957 | 2,99 | 260.166 | 1,09 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 9.490 | 0,21 | 369 | -1,60 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 51.177 | 2,72 | 1.989 | 0,81 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 630.729 | 2,93 | 24.510 | 1,03 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 352.852 | 6,65 | 13.786 | 5,25 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 47.521 | 3,78 | 1.847 | 1,88 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 864.018 | 1,12 | 33.576 | -0,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 21.368 | 830 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 245.839 | 2,72 | 9.553 | 0,83 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 1.492.918 | 8,55 | 58.015 | 6,55 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 969.768 | 2,61 | 37.533 | 0,31 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.998 | 79 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 19.463 | 0,25 | 756 | -1,56 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 5.724 | 222 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 7.522 | 0,25 | 292 | -1,68 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 2.516 | 98 | ||||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 9.734 | 0,26 | 378 | -1,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24.253 | 39,31 | 1 | |||||
| 2026-04-21 | 13F | Maseco Llp | 2.112.163 | 23,22 | 82.089 | 20,98 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 371.740 | 1,42 | 14.446 | -0,45 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 150.541 | 7,91 | 5.850 | 5,94 | ||||
| 2026-04-20 | 13F | City State Bank | 89.302 | 10,21 | 3.470 | 8,17 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 282.569 | 1,75 | 10.981 | -0,13 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12.388.275 | 54,37 | 481.408 | 51,53 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 749.174 | 2,06 | 29.113 | 0,18 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29.110 | 78,87 | 1.131 | 75,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 111.712 | 0,26 | 4.341 | -1,59 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 156.651 | 1,44 | 6.087 | -0,43 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 3.536.742 | 5,98 | 137.438 | 4,03 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.820.547 | 6,96 | 70.746 | 4,98 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 13.463 | 523 | ||||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 453.945 | 1,52 | 17.640 | -0,35 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 70.976 | 0,64 | 2.758 | -1,22 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 76.627 | 10,53 | 2.978 | 8,49 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 55.116 | 66,53 | 2.142 | 63,44 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 22.485 | 0,39 | 874 | -1,47 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 8.089 | 357 | ||||||
| 2026-04-28 | 13F | Core Wealth Management, Inc. | 3.054.577 | 0,85 | 118.701 | -1,01 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 806.981 | 0,31 | 31.364 | -1,52 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 62.838 | 19,86 | 2.647 | 27,57 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4.046.394 | 8,59 | 157.243 | 6,59 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 403.552 | 1,08 | 15.682 | -0,78 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 5.454 | 212 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 8.228 | 0,26 | 320 | -1,54 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 14.122 | 0,23 | 549 | -1,62 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 246.152 | 48,11 | 9.565 | 45,39 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 17.095 | 10,66 | 664 | 8,67 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 6.149 | 0,03 | 239 | -2,06 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14.457 | 7,34 | 562 | 5,25 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.204 | 328,31 | 202 | 320,83 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.115 | 0,25 | 276 | -1,43 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 205.241 | 7.976 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 320.184 | 0,00 | 12.442 | -1,84 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 13.364.540 | 0,84 | 519.346 | -1,02 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 55.798 | 0,15 | 2.168 | -1,68 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 101.354 | 76,73 | 3.939 | 73,48 | ||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 166.377 | 11,05 | 6.465 | 9,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 161.210 | 2,22 | 6.265 | 0,34 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 29.110 | 1,03 | 1.131 | -0,79 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 6.838.156 | 2,22 | 265.731 | 0,34 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 1.938.721 | 3,41 | 75.339 | 1,51 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 2.190.338 | 0,90 | 85.117 | -0,96 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 3.872 | 150 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 1.032.484 | 40.876 | ||||||
| 2026-05-07 | 13F | Conquis Financial Llc | 281.534 | 6,76 | 11.824 | 13,27 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 740.205 | 28.764 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 411.286 | 8,68 | 15.983 | 6,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26.888 | 127,88 | 1.045 | 123,55 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 150.110 | 2,66 | 5.833 | 0,78 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 29.803 | 0,01 | 1.158 | -1,78 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 27.670 | 20,07 | 1.075 | 17,87 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 1.703.919 | 0,69 | 66.214 | -1,17 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32.277 | 6,76 | 1.254 | 4,85 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 1.103.495 | 6,88 | 42.882 | 4,91 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 1.651.450 | 0,24 | 64.175 | -1,61 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 92.402 | 3.591 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.123.648 | 113,10 | 43.665 | 109,17 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 5.325 | 207 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 42.704.909 | 0,43 | 1.690.687 | 3,08 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 23.443 | 0,06 | 911 | -1,83 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 275.385 | 7,95 | 10.701 | 5,96 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 128 | 3,23 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 3.762.717 | 4,23 | 146.219 | 2,31 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 17.039 | 0,25 | 662 | -1,49 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 681.131 | 6,02 | 26.469 | 4,07 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 3.425 | 121,68 | 133 | 118,03 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.869.418 | 0,45 | 72.646 | -1,41 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 798.022 | 6,44 | 31.011 | 4,48 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 13.820 | 40,03 | 537 | 37,69 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 919.611 | 2,53 | 35.736 | 0,64 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 24.273 | 4,69 | 943 | 2,84 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.000 | 39 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 5.037.164 | 5,18 | 195.744 | 3,24 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 17.846.261 | 11,97 | 693.498 | 9,90 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7.539 | 31,71 | 293 | 29,20 |
