Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Merrimack Street Trust - Fidelity Total Bond ETF eröffnet haben, gehören Syntegra Private Wealth Group, LLC, Nicolet Bankshares Inc, RWM Asset Management, LLC, Pearl Planning LLC, Baer Investment Advisory LLC, Dickmeyer Boyce Financial Management, Inc., Storen Legacy Partners, LLC, Sentinel Advisory Group, LLC, Jeter Robert S II, Clearview Wealth Management LLC, Schwallier Wealth Management LLC, Cornerstone Wealth, LLC/TN, Richard W. Paul & Associates, LLC, PlanVest Financial, Inc, Natixis Advisors, L.p., Bucket List Wealth Management, LLC, Harmony Asset Management Llc, Evergreen Wealth Solutions, LLC, Worth Asset Management, LLC, und Planning Project 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 48.710 | 36,39 | 2.222 | 35,16 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 251.544 | 0,66 | 11.475 | -0,26 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 6.731 | 307 | ||||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 123.342 | 5.627 | ||||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 1.146.791 | 3,27 | 52.317 | 2,33 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 26.333 | 1,83 | 1.201 | 0,92 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 496.414 | 22,44 | 22.646 | 21,32 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 70.065 | 6,21 | 3.196 | 5,20 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22.349 | 43,17 | 1.020 | |||||
| 2026-04-16 | 13F | Financial Management Network Inc | 158.120 | 28,33 | 7.253 | 27,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 759.690 | 5,60 | 34.976 | 5,14 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 15.678 | 722 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.316 | 180,60 | 60 | 185,71 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 421.133 | 6,61 | 19.212 | 5,64 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 263.290 | 2,47 | 12.011 | 1,54 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 8.480 | 2,42 | 387 | 1,31 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 447 | 20 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 14.387 | 51.460 | 14,46 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2.326 | 36,42 | 106 | 35,90 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 26.501 | 11,67 | 1.209 | 10,62 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 3.499.700 | 2,44 | 159.656 | 1,50 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 196.887 | 20,23 | 8.981 | 19,13 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 17.988 | 1,64 | 821 | 0,74 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 902.747 | 3,07 | 41.183 | 2,13 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 25.159 | 9,56 | 1.148 | 8,51 | ||||
| 2026-04-10 | 13F | Novem Group | 7.650 | 0,26 | 349 | -0,57 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 30.238 | 1.379 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 14.479.853 | 4,01 | 660.571 | 3,06 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 6.501.284 | 32,89 | 296.589 | 31,68 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 37.489 | 39,53 | 1.710 | 38,24 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 5.532 | 0,62 | 252 | -0,40 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 6.621 | 11,97 | 302 | 11,03 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4.763 | 217 | ||||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 126.115 | 0,38 | 5.753 | -0,54 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 20.840 | 14,09 | 951 | 12,96 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 1.068.057 | 4,99 | 48.725 | 4,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.067 | 284,92 | 94 | 291,67 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 111.328 | 7,10 | 5.079 | 6,12 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 326.915 | 290,00 | 14.914 | 286,45 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1.164.361 | 20,72 | 53.118 | 19,62 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 39.317 | 0,99 | 1.794 | 0,06 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 905.462 | 0,99 | 41.313 | 0,08 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 18.730 | 98,24 | 854 | 96,77 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 14.706.838 | 6,30 | 670.926 | 5,33 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 262.336 | 31,33 | 12.054 | 30,70 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 79.992 | 932,02 | 3.649 | 925,00 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 3.500 | 161 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 373.042 | 0,90 | 17.018 | -0,02 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 671.714 | 2,71 | 30.644 | 1,77 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 5.772 | 12,06 | 263 | 10,97 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 56.831 | 6,74 | 2.593 | 5,75 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10.929 | 17,29 | 499 | 16,08 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 104.897 | 17,83 | 4.785 | 16,76 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 57.944 | 2.643 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 285.529 | 8,64 | 13.026 | 7,64 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 22.509 | 104,07 | 1.027 | 102,37 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.510.419 | 4,88 | 68.905 | 3,93 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 124.707 | 5.689 | ||||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 533.468 | 9,39 | 24.337 | 8,39 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 24.672 | 34,64 | 1.126 | 33,45 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 8.465 | 0 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 13.072 | 14,79 | 599 | 13,47 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 408.309 | 8,69 | 18.627 | 7,08 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 184.513 | 2.335,49 | 8.417 | 2.318,68 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 39.241 | 35,66 | 1.790 | 34,49 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 177.699 | 1,65 | 8.107 | 0,72 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 18.235 | 1,11 | 832 | 0,12 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 871.474 | 1,82 | 39.757 | 0,90 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 29.715 | 18,06 | 1.356 | 17,01 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 442.443 | 7,51 | 20.184 | 6,53 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 18.849 | 0,54 | 860 | -0,46 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5.742 | 262 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 547.955 | 6,34 | 24.998 | 5,37 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 13.478 | 39,47 | 617 | 38,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 267.719 | 14,01 | 12.213 | 12,97 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 1.018.206 | 4,35 | 46.451 | 3,40 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4.213 | 34,90 | 192 | 34,27 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 12.635 | 1,24 | 576 | 0,35 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 284.777 | 1,07 | 12.992 | 0,15 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 387.094 | 15,91 | 17.659 | 14,19 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 170.652 | 2,64 | 7.785 | 1,71 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 394.207 | 4,91 | 17.984 | 3,95 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 34.744 | 11,13 | 1.585 | 10,15 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 794.794 | 4,25 | 36.259 | 3,30 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1.180.978 | 56,22 | 53.876 | 53,72 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.857.865 | 1,77 | 130.376 | 0,84 | ||||
| 2026-05-13 | 13F | Invst, LLC | 4.828 | 220 | ||||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 2 | 0,00 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 507.657 | 10,26 | 23.159 | 9,26 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 486 | 22 | ||||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 251.084 | 25,13 | 11.427 | 23,68 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 2.818.729 | 4,07 | 128.591 | 3,12 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 119.941 | 30,92 | 5.472 | 29,74 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 112.665 | 28,98 | 5.140 | 27,80 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 26.833 | 1,93 | 1.224 | 0,66 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 109.227 | 15,41 | 4.983 | 14,34 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.678 | 12,68 | 578 | 11,58 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 109.695 | 0,90 | 5.004 | -0,02 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 26 | 1 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 115.084 | 229,34 | 5.250 | 226,49 | ||||
| 2026-05-08 | 13F | Maple Capital Management, Inc. | 110.606 | 3,97 | 5.046 | 3,02 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 625.513 | 9,33 | 28.536 | 8,33 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 677.767 | 5,26 | 30.920 | 4,30 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 5.015.653 | 38,27 | 228.764 | 36,98 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 14.387 | 662 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 184.485 | 44,28 | 8 | 60,00 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 421.144 | 11,10 | 19.213 | 10,08 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 588.317 | 12,89 | 26.839 | 11,87 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 1.020.406 | 11,09 | 46.551 | 10,07 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 445.066 | 5,21 | 20.304 | 4,25 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 793 | 37 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 4.797 | 219 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 69.754 | 25,48 | 3.182 | 24,35 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 397.036 | 13,96 | 18.113 | 12,92 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 103.658 | 11,92 | 4.729 | 10,88 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 374.192 | 1.965,76 | 17.071 | 1.949,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.864.523 | 18,22 | 176.301 | 117.434,00 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 34.777 | 12,11 | 1.587 | 11,06 | ||||
| 2026-05-11 | 13F | Boston Partners | 70.879 | 26,55 | 3.246 | 25,18 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 579.529 | 2,55 | 26.438 | 1,61 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 12.061 | 1,25 | 550 | 0,36 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6.653 | 303 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27.837 | 18,25 | 1.267 | 16,90 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 35.490.785 | 2,23 | 1.619.090 | 1,30 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 898.544 | 1,80 | 41.128 | 0,71 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 355.628 | 79,85 | 16.224 | 78,22 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 644.365 | 10,36 | 29.557 | 9,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 40 | 3.900,00 | 2 | |||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 7.686 | 48,90 | 351 | 47,68 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 620.232 | 9,72 | 28 | 7,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 630.342 | 25,90 | 28.756 | 24,75 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 295.847 | 15,70 | 13.497 | 14,64 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 365.111 | 7,67 | 16.656 | 6,69 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 22.172 | 12,01 | 1.011 | 10,98 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 78.031 | 0,74 | 3.560 | -0,20 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 523.025 | 1,10 | 24.080 | 0,67 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.269.756 | 6,05 | 103.546 | 5,09 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.425 | 247 | ||||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 407.127 | 6,31 | 18.573 | 5,34 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 33.558 | 6,34 | 1.531 | 5,37 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 278.209 | 10,00 | 12.692 | 8,99 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 112.352 | 3,66 | 5.125 | 2,71 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 193.718 | 5,56 | 9 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.736.248 | 6,43 | 79 | 5,33 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 747.549 | 10,32 | 34.103 | 9,31 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.843.873 | 14,20 | 129.737 | 13,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6.801.133 | 15,86 | 310.268 | 14,80 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25.406 | 1.159 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.749 | 0,34 | 217 | -0,46 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 29.424 | 8,54 | 1.342 | 7,53 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.676 | 305 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 90.568 | 38,66 | 4.144 | 37,04 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 54.393 | 11,02 | 2.481 | 10,02 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 22.772 | 1,18 | 1.039 | 0,19 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 42.770 | 33,14 | 1.951 | 31,91 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6.092 | 278 | ||||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 32.188 | 0,21 | 1.468 | -0,68 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 372.364 | 16.987 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 128.550 | 10,99 | 5.864 | 9,98 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 12.025 | 0,10 | 549 | -0,90 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.229.749 | 6,16 | 284.201 | 5,19 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 47.547 | 5,13 | 2.169 | 4,23 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 621.357 | 11,11 | 28.502 | 10,50 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 17.434 | 9,71 | 795 | 8,76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 68.510 | 1,49 | 3.125 | 0,58 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 425.942 | 216,21 | 19.431 | 213,35 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 30.554 | 95,11 | 1.394 | 93,47 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 158.886 | 9,76 | 7.248 | 8,76 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 90.051 | 14,90 | 4.108 | 13,86 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 242.177 | 11.048 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 103.709 | 8,72 | 4.731 | 7,74 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5.827 | 266 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 645.311 | 17,14 | 29.439 | 16,07 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 163.538 | 46,54 | 7.518 | 45,81 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 45.864 | 1,18 | 2.092 | 0,29 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 249.946 | 57,13 | 11.403 | 55,70 | ||||
| 2026-04-24 | 13F | Essex LLC | 83.871 | 890,45 | 3.826 | 883,55 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 844.698 | 38.535 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 21.582 | 102,67 | 985 | 100,82 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 11.871 | 70,17 | 542 | 68,54 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.714 | 124,11 | 124 | 123,64 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.296.014 | 8,36 | 59.104 | 7,18 | ||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 251.985 | 0,02 | 11.496 | -0,90 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 34.218 | 45,79 | 1.561 | 44,54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 247.046 | 35,51 | 11.241 | 33,54 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 85.039 | 27,81 | 3.880 | 26,64 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 125 | 12,61 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 47.969 | 2,63 | 2.188 | 1,67 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 159.191 | 3,79 | 7.262 | 2,85 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 116.590 | 11,79 | 5.319 | 10,77 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 150 | 7 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 21.844 | 15,94 | 997 | 14,88 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 205.478 | 1,90 | 9.374 | 0,96 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 105 | 5 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 173.139 | 30,10 | 7.899 | 28,90 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 195.750 | 3,83 | 8.931 | 2,88 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 147.075 | 6,38 | 6.710 | 5,40 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12.526 | 5,72 | 571 | 4,77 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 713.817 | 39,83 | 32.564 | 38,56 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 5.583 | 255 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 521.481 | 6,64 | 23.790 | 5,66 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 20.170 | 68,59 | 920 | 67,27 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 315.006 | 4,51 | 14.371 | 3,56 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 164.356 | 9.573,69 | 7.498 | 9.511,54 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 5.371 | 4,03 | 245 | 3,38 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 4.665 | 213 | ||||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 365.535 | 1,05 | 16.676 | 0,12 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.254.511 | 3,11 | 57.231 | 2,17 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 146.305 | 6.674 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 58.685 | 62,18 | 2.677 | 60,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 119.070 | 3,84 | 5.432 | 2,88 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.573 | 190,22 | 72 | 195,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 118.747 | 16,11 | 5.467 | 15,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 741.167 | 1,25 | 33.812 | 0,33 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 63.567 | 15,86 | 2.900 | 14,77 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 356.723 | 76,18 | 16.306 | 74,61 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.005.798 | 3,90 | 182.745 | 2,96 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 614.977 | 6,32 | 28.055 | 5,36 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.344.115 | 4,39 | 198.179 | 3,43 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 6.584 | 13,62 | 300 | 12,78 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.289 | 469 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 787.482 | 36,02 | 35.948 | 138.161,54 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 181 | 8 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8.499 | 1,25 | 388 | 0,26 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 43.578 | 1.996 | ||||||
| 2026-04-30 | 13F | Pearl Planning LLC | 351.175 | 16.021 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2.226.626 | 6,50 | 101.579 | 5,52 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 82.040 | 6,36 | 3.770 | 6,14 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 125.251 | 3,05 | 5.714 | 2,11 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 989 | 45 | ||||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 12.580 | 4,88 | 574 | 3,80 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 115.196 | 0,75 | 5.255 | -0,17 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 171.163 | 9,59 | 7.808 | 8,60 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 392.277 | 81,88 | 17.896 | 80,23 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 85.485 | 10,17 | 3.486 | 7,43 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 386.458 | 8,76 | 17.653 | 7,76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 778.778 | 56,96 | 35.380 | 54,89 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.358.029 | 9,87 | 61.953 | 8,87 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 40.211 | 1.834 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 68.949 | 7,68 | 3.174 | 7,48 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 129.850 | 27,46 | 5.924 | 26,29 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 591.999 | 5,78 | 27.309 | 5,35 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 179.866 | 19,79 | 8.205 | 18,69 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 368.095 | 4,05 | 16.858 | 2,91 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.111 | 1,28 | 51 | 0,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 7.344 | 5,25 | 338 | 4,97 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 55.170 | 8,18 | 2.517 | 7,16 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 575.558 | 14,08 | 26.257 | 13,04 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 501.558 | 1,06 | 22.881 | 0,14 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 270.239 | 7,89 | 12.328 | 6,90 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 122.098 | 175,74 | 5.570 | 173,31 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 44.425 | 13,37 | 2.027 | 12,31 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.973.971 | 4,40 | 90.053 | 3,45 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 616.475 | 4,42 | 28.124 | 3,47 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.979.026 | 3,71 | 135.903 | 2,77 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 539 | 139,56 | 25 | 140,00 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 12.218 | 557 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.308 | 1,24 | 60 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 246.253 | 13,99 | 11.340 | 14,01 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 25.338 | 0,17 | 1.156 | -0,77 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 105.919 | 4,01 | 4.832 | 3,07 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 97.192 | 15,88 | 4.434 | 14,81 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2.219 | 0,05 | 101 | -0,98 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 23.775 | 5,45 | 1.085 | 4,23 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 542.518 | 5,23 | 24.750 | 4,27 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 328.956 | 196,91 | 15.145 | 195,63 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 78.042 | 4,64 | 3.560 | 3,70 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 80.273 | 17,54 | 3.662 | 16,48 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 25.040 | 1,21 | 1.142 | 0,26 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 356.925 | 9,43 | 16.283 | 8,42 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 229.100 | 107,71 | 10.452 | 105,81 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.746 | 42,48 | 0 | |||||
| 2026-04-10 | 13F | Country Trust Bank | 6.743.577 | 5,50 | 307.642 | 4,53 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 161.021 | 23,53 | 7.323 | 22,03 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 180.278 | 2,57 | 8.224 | 1,63 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 80.919 | 0,96 | 3.692 | 0,03 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 15.417 | 703 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 7.223 | 330 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 350.905 | 9,19 | 16.008 | 8,20 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 139.456 | 1,50 | 6.362 | 0,57 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 9.549 | 0,38 | 436 | -0,46 | ||||
| 2026-04-22 | 13F | Vicus Capital | 767.829 | 4,72 | 35.028 | 3,77 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 445.748 | 7,97 | 20.335 | 6,99 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 833 | 49,02 | 38 | 48,00 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 33.653 | 20,35 | 1.535 | 19,27 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 285.578 | 3,13 | 13.028 | 2,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7.831.096 | 26,68 | 357.255 | 25,52 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 4.493 | 205 | ||||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 295.364 | 31,64 | 13.483 | 30,59 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 10.210.549 | 18,04 | 465.805 | 16,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.472.266 | 29,15 | 340.885 | 27,97 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 70.004 | 3.194 | ||||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 61.308 | 35,93 | 2.797 | 34,68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 758.834 | 16,27 | 34.618 | 15,21 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 18.807 | 6,12 | 858 | 5,15 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 269.819 | 3,42 | 12.309 | 2,48 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 10.723 | 489 | ||||||
| 2026-05-21 | 13F | Access Investment Management LLC | 9.455 | 431 | ||||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 10.028 | 15,01 | 457 | 13,97 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 36.109 | 44,46 | 1.647 | 43,22 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 49.544 | 10,36 | 2.260 | 9,39 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 12.591 | 577 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 62.118 | 2.815 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 122.306 | 42,58 | 5.580 | 41,28 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 6.268 | 1,24 | 286 | 0,00 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 111.058 | 5.092 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 66.418 | 10,20 | 3.030 | 9,19 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 23 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 26.796 | 234,16 | 1.222 | 231,17 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 843.285 | 5,90 | 38.471 | 4,93 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 8.745 | 399 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 22.403 | 25,13 | 1.022 | 24,03 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 784.486 | 9,22 | 35.788 | 8,23 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 393.205 | 15,17 | 18.005 | 14,54 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 116.664 | 5,26 | 5.322 | 4,31 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 60.653 | 9,83 | 2.767 | 8,81 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 579 | 203,14 | 27 | 225,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 28.680 | 12,67 | 1.308 | 11,70 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 12.409 | 0,15 | 566 | -0,70 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 126.297 | 58,37 | 5.785 | 56,66 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 133.122 | 3,49 | 6.073 | 2,55 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 16.619 | 69,41 | 758 | 68,07 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 25.436 | 2,49 | 1.160 | 1,58 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 634.972 | 7,78 | 29 | 3,70 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 39.427 | 15,91 | 1.799 | 14,81 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 115.899 | 2,61 | 5.287 | 1,67 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 16.535 | 33,36 | 761 | 32,81 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 190.368 | 1,03 | 8.685 | 0,10 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 4.895.618 | 11,95 | 225.394 | 111.481,19 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 54.447 | 2,55 | 2.484 | 1,60 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 251.179 | 3,29 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 253.718 | 7,54 | 11.575 | 6,55 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 97.589 | 144,46 | 4.452 | 142,35 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 23.458 | 9,60 | 1.070 | 8,63 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 794.361 | 4,74 | 36.239 | 3,79 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2.739 | 125 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 247.428 | 7,55 | 11.288 | 6,57 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 14.383 | 17,20 | 656 | 16,11 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 272.762 | 12.443 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.157 | 52,88 | 145 | 52,63 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 70.746 | 17,88 | 3.227 | 16,79 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 4.384 | 0,83 | 200 | -0,50 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 19.217 | 51,52 | 877 | 50,26 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 580.292 | 11,80 | 26.473 | 10,78 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 33.814 | 4,29 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 84.753 | 5,99 | 3.866 | 5,03 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 5.615 | 1,46 | 256 | 0,79 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 182.207 | 32,72 | 8.312 | 31,52 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 133.605 | 31,17 | 6.101 | 30,11 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 81.148 | 64,24 | 3.702 | 62,80 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4.739 | 5,43 | 216 | 4,85 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 14.915 | 680 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 321.732 | 9,49 | 14.677 | 8,49 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 6.869 | 1,25 | 313 | 0,32 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 145 | 7 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.311.022 | 10,14 | 59.809 | 9,13 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 83.864 | 24,58 | 3.826 | 23,43 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 138.248 | 6.325 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 101.332 | 5,09 | 4.623 | 4,12 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 692.789 | 0,78 | 31.598 | -0,15 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 104.211 | 6,85 | 4.754 | 5,88 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 1.459.194 | 29,63 | 67 | 29,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 310.291 | 12,67 | 14.155 | 11,65 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 162.999 | 10,19 | 7.436 | 9,19 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.030.049 | 3,99 | 46.991 | 3,04 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 25.858 | 24,40 | 1.180 | 23,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 763.988 | 72,99 | 34.853 | 71,41 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 5.589 | 255 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.223.952 | 21,67 | 55.837 | 20,56 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 546 | 25 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 51.897 | 16,30 | 2.368 | 15,24 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 666.621 | 30.405 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 782.368 | 1,42 | 35.692 | 0,49 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 73.382 | 420,88 | 3.348 | 416,51 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2.216 | 17,19 | 101 | 16,09 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 223.497 | 7,33 | 10.218 | 6,58 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.505.536 | 11,14 | 68.683 | 10,13 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 12.455 | 8,04 | 568 | 7,17 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 200 | 9 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 529.510 | 21,09 | 24 | 20,00 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 4.463 | 204 | ||||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 146.874 | 4,08 | 6.700 | 3,12 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 83.445 | 224,07 | 3.807 | 221,18 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 23.181 | 5,47 | 1.058 | 4,55 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 604.293 | 34,67 | 27.568 | 33,44 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 503.022 | 108,29 | 22.943 | 106,35 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 1.606.810 | 117,61 | 73.303 | 115,63 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 9.883 | 33,01 | 451 | 31,87 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 233.288 | 10.643 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 63.515 | 25,45 | 2.898 | 24,33 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 86.922 | 3.965 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 297.832 | 13.587 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 617.014 | 4,31 | 28.148 | 3,36 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 14.511 | 2,31 | 1 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 128.307 | 1,01 | 5.853 | 0,09 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 44.002 | 170,27 | 2.007 | 167,96 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 366.385 | 2,36 | 16.714 | 1,43 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 895.365 | 6,80 | 40.847 | 5,82 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 46.147 | 57,76 | 2.105 | 56,39 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 55.126 | 6,43 | 2.515 | 5,45 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 316.985 | 11,35 | 14.461 | 10,34 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 128.125 | 22,57 | 5.868 | 21,22 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 235.822 | 10,27 | 10.758 | 9,26 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.715.275 | 91,92 | 78.140 | 89,89 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 165.990 | 0,74 | 7.594 | 0,11 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 404.100 | 6,89 | 18.435 | 5,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 10.628.285 | 13,22 | 484.862 | 12,19 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 155.426 | 1,36 | 7.118 | 0,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.966.524 | 7,95 | 180.953 | 6,96 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 78.933 | 25,68 | 3.601 | 24,52 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 21.084 | 3,79 | 962 | 2,78 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 12.363 | 104,38 | 564 | 102,88 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.239.117 | 14,38 | 602.115 | 12,99 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.240.877 | 10,39 | 56.609 | 9,38 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 20.518 | 12,49 | 936 | 11,56 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 70.475 | 3 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.365.381 | 12,99 | 109.031 | 12,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 244.874 | 6,93 | 11.171 | 5,96 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 19.690 | 24,99 | 898 | 23,86 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 72.591 | 15,73 | 3.312 | 14,69 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 560.272 | 12,53 | 25.560 | 11,50 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 830.657 | 1,83 | 37.895 | 0,90 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 490.694 | 14,50 | 22.473 | 13,24 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 163.828 | 2,14 | 7.474 | 1,21 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 502 | 23 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 98.519 | 38,40 | 4.494 | 37,14 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 241.396 | 11.012 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 835.374 | 18.345,00 | 38.110 | 18.221,63 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 252.939 | 6,36 | 11.539 | 5,40 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 23.747 | 0,15 | 1.083 | -0,73 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 10.642 | 0,16 | 486 | -0,82 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 34.175 | 0,20 | 1.559 | -0,70 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 218.101 | 19,40 | 9.942 | 18,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 412 | 19 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 236.784 | 4.705,85 | 10.802 | 4.679,65 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 10.755 | 491 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.191.053 | 4,67 | 191.197 | 3,72 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15.444 | 4,72 | 705 | 3,83 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 3.152.490 | 9,22 | 144 | 8,33 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.091.929 | 5,88 | 49.814 | 4,91 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.610 | 11,42 | 73 | 10,61 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 410.175 | 4,12 | 18.712 | 3,18 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 395.588 | 9,15 | 18.047 | 8,16 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 21.141 | 3,93 | 964 | 2,99 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 308 | 45,97 | 14 | 55,56 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 40.379 | 20,35 | 1.842 | 19,30 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 212.021 | 2,51 | 9.672 | 1,58 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 330.148 | 3,34 | 15.058 | 2,37 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 491.557 | 1,08 | 22.425 | 0,16 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 96.600 | 4.407 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 46.345 | 32,99 | 2.114 | 31,80 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 10.973 | 1,25 | 501 | 0,40 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 16.508 | 0,05 | 753 | -0,79 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 968.669 | 3,93 | 44.191 | 2,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31.072 | 151,94 | 1.418 | 149,91 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 123.357 | 10,54 | 5.628 | 9,54 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 360.474 | 5,59 | 16.445 | 4,62 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 8.030 | 26,20 | 366 | 25,34 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 43.951 | 17,09 | 2.005 | 16,03 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 329.316 | 3,61 | 15.023 | 2,67 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 870.659 | 13,44 | 39.719 | 12,41 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 565.202 | 1,90 | 25.785 | 0,97 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.565 | 208 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 33.104 | 75,13 | 1.510 | 73,56 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 44.499 | 3,22 | 2.030 | 2,32 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 27.371 | 22,79 | 1.249 | 21,64 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 127.605 | 10,82 | 5.821 | 9,81 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17.881 | 29,62 | 816 | 28,35 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 836.222 | 3,66 | 38.148 | 2,71 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 210.199 | 0,11 | 9.589 | -0,80 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 733.804 | 3,00 | 33.469 | 2,04 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 129.763 | 6,11 | 5.920 | 5,13 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 39.941 | 21,14 | 1.822 | 20,03 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 522.603 | 7,89 | 23.841 | 6,91 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 405.292 | 7,75 | 18.489 | 6,77 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 181.298 | 40,54 | 8.271 | 39,25 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 69.418 | 28,11 | 3.167 | 26,94 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1.934.021 | 10,07 | 83.195 | 9,18 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 17.281 | 2,96 | 788 | 2,07 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 395.785 | 2,33 | 18.056 | 1,39 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 12.532 | 50,43 | 572 | 49,09 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 572 | 26 | ||||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 74.626 | 17,40 | 3.404 | 16,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 55.889 | 7,16 | 2.550 | 5,81 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 674.311 | 7,46 | 30.762 | 6,49 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 11.510 | 525 | ||||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 662.891 | 0,88 | 30.241 | -0,04 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 313.851 | 5,34 | 14.318 | 4,37 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 194.437 | 6,90 | 8.870 | 5,94 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 165.493 | 1,41 | 7.550 | 0,48 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 327.345 | 18,30 | 14.933 | 17,22 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 375.793 | 2,67 | 17.144 | 1,73 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 6.192 | 3,55 | 282 | 2,55 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 103.489 | 1,52 | 4.721 | 0,60 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 77.792 | 6,71 | 3.549 | 5,72 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 25.343 | 0,49 | 1.156 | -0,43 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 9.067 | 414 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 8.736 | 399 | ||||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 305.333 | 10,63 | 13.929 | 9,63 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 11.029 | 503 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 13.213 | 603 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 152.587 | 4,04 | 6.961 | 3,10 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 299.574 | 19,38 | 13.786 | 19,10 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1.523.999 | 1,31 | 69.525 | 0,39 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.919.010 | 10,23 | 87.887 | 9,02 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 6.463 | 29,03 | 295 | 27,27 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6.875 | 10,26 | 315 | 9,03 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.750 | 5,75 | 171 | 4,91 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.745 | 125 | ||||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 313.496 | 10,46 | 14.302 | 9,44 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 819.204 | 5,21 | 37.372 | 4,25 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 749.629 | 1,89 | 34.198 | 0,97 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 4.474 | 0,11 | 204 | -0,49 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.788 | 15,14 | 355 | 14,15 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 33.526 | 80,89 | 1.529 | 79,25 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 6.752 | 308 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 1.158 | 53 | ||||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2.031.399 | 3.456,18 | 732 | -72,16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 788.878 | 35.989 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95.853.856 | 3,69 | 4.372.853 | 2,74 | ||||
| 2026-05-08 | 13F | BG Investment Services, Inc. | 468.984 | 14,13 | 21.395 | 13,09 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.891 | 132 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 33.559 | 13,52 | 1.545 | 5,39 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 369.509 | 11,89 | 16.964 | 11,58 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 187.357 | 37,29 | 8.547 | 36,03 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.204 | 641,67 | 146 | 668,42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 762 | 35 | ||||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 7.326 | 2,75 | 334 | 1,83 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 385.241 | 14,48 | 17.575 | 13,43 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.986.174 | 11,15 | 90.609 | 10,14 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 17.850 | 8,78 | 814 | 7,81 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 36.259 | 24,05 | 1.654 | 22,97 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 61.750 | 14,46 | 2.817 | 13,45 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 1.010.771 | 0,12 | 46.374 | -0,42 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.845 | 3,86 | 267 | 2,70 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.827 | 9,86 | 403 | 8,94 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 9.939 | 37,70 | 453 | 36,45 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 261.847 | 92,25 | 11.945 | 90,51 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 99.609 | 2,65 | 4.544 | 1,72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.433 | 1.098,52 | 111 | 1.122,22 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 242.388 | 6,47 | 11.160 | 6,47 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.274.360 | 119,14 | 57.920 | 116,33 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 53.800 | 4,86 | 2.464 | 3,40 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 109.674 | 63,72 | 5.003 | 62,19 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 150.077 | 5,22 | 6.846 | 4,26 |
