Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares S&P 500 Value ETF eröffnet haben, gehören Planning Directions Inc, Resolute Wealth Advisor, Inc., Clear Wave Wealth Management Llc, Graham Capital Management, L.P., Jump Financial, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mpwm Advisory Solutions, Llc, Vantus Wealth LLC, Financial Solutions Advisory Group, Inc., NorthCrest Asset Manangement, LLC, Canandaigua National Corp, Madson Wealth Advisors Inc, SB Capital Management Inc, Mayport, Llc, Integras Partners LLC, Owl Creek Wealth Partners LLC, Vanguard National Trust Co, Advisor OS, LLC, Quent Long Short Global Small Cap Fund, LP, und Mosaic Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1.976 | 7,16 | 417 | 6,65 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 1.553 | 3,40 | 328 | 2,83 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 24.445 | 1,87 | 5.162 | 1,41 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 8.943 | 0,06 | 1.888 | -0,37 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 40.927 | 1,04 | 8.642 | 0,59 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 680 | 144 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 953 | 201 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.301 | 287 | ||||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 8.089 | 11,30 | 1.708 | 10,77 | ||||
| 2026-05-14 | 13F | Clg Llc | 10.146 | 0,25 | 2.142 | -0,19 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 347 | 116,88 | 73 | 121,21 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 217.708 | 5,06 | 45.969 | 4,61 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 2.141 | 2,05 | 452 | 1,80 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12.126 | 13,44 | 2.560 | 12,97 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 50.980 | 27,24 | 10.764 | 26,69 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 10.310 | 3,34 | 2.177 | 2,88 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 555 | 117 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.191 | 7,35 | 463 | 6,94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.858 | 606 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 47.974 | 2,05 | 10.130 | 1,60 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.680 | 18,23 | 355 | 17,61 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1.903 | 402 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 516 | 0,19 | 109 | -0,92 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 33.773 | 10,95 | 7.131 | 10,47 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 8.034 | 12,02 | 1.696 | 11,51 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.687 | 21,28 | 779 | 20,81 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 95.344 | 50,41 | 20.132 | 49,75 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 27.590 | 5.822 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.424 | 117,26 | 723 | 116,17 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 96 | 20 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 249 | 67,11 | 53 | 73,33 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.282 | 482 | ||||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 1.250 | 0,40 | 264 | -0,38 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 770 | 240,71 | 163 | 244,68 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.371 | 10,41 | 923 | 9,89 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 91.539 | 19.329 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 18.729 | 5,50 | 3.955 | 5,05 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 440 | 17,33 | 93 | 16,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.350 | 111,45 | 1.552 | 110,58 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 14.308 | 2,46 | 3.021 | 2,03 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3.539 | 154,42 | 747 | 154,08 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 995 | 2,05 | 210 | 1,94 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 20.963 | 3,69 | 4.426 | 3,24 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.629 | 11,97 | 977 | 11,53 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 4.013 | 847 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 61.835 | 126,30 | 13.056 | 125,34 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7.495 | 22,61 | 1.583 | 22,07 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 115.945 | 9,89 | 24.482 | 9,42 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.363 | 0,63 | 710 | 0,28 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 12.038 | 29,57 | 2.542 | 28,98 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 53.885 | 1,94 | 11.378 | 1,50 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37.736 | 1,05 | 7.968 | 0,61 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 57.729 | 1,38 | 12.243 | 4,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 9.090 | 5,14 | 1.919 | 4,69 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 1.700 | 54,55 | 359 | 53,65 | |||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 260.257 | 30,59 | 54.953 | 30,02 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28.609 | 1.003,74 | 6.041 | 1.000,18 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99.596 | 29,81 | 22.002 | 32,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2.561 | 541 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.010 | 0,30 | 213 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 297.151 | 1,54 | 62.743 | 1,10 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 1.514 | 6,17 | 333 | 10,26 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 11.055 | 48,21 | 2.334 | 47,63 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 13.914 | 0,10 | 2.938 | -0,34 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2.416 | 116,29 | 510 | 116,10 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3.608 | 18,22 | 762 | 17,62 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.425 | 28,78 | 512 | 28,32 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 950 | 201 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 13.829 | 37,96 | 2.933 | 41,64 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 9.708 | 0,01 | 2.050 | -0,44 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 3.016 | 19,12 | 637 | 18,66 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3.209 | 1,23 | 678 | 0,74 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 25.857 | 3,95 | 5.460 | 3,49 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19.227 | 169,74 | 4.060 | 168,63 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 923 | 200 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 18.958 | 15,58 | 4.003 | 15,09 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 164.883 | 12,80 | 34.815 | 12,31 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.000 | 211 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 245.287 | 14,39 | 51.793 | 13,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.457.775 | 1,97 | 1.997.009 | 1,52 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.827 | 28,04 | 2.075 | 24,34 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 14.585 | 64,25 | 3.080 | 307.800,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 11.553 | 6,87 | 2.552 | 11,34 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 281 | 58 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 982 | 207 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 181.105 | 83,61 | 36.757 | 72,30 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 7.347 | 22,61 | 1.551 | 22,13 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 52.394 | 4,54 | 11.063 | 4,09 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 5.988 | 0,89 | 1.264 | -1,86 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 15.408 | 108.582 | -4,68 | |||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 7.508 | 0,37 | 1.585 | -0,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 125.808 | 2,35 | 26.492 | 1,63 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 4.795 | 28,97 | 1.013 | 28,43 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4.888 | 21,59 | 1.032 | 21,13 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 15.054 | 0,37 | 3.192 | 3,07 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 9.516 | 19,19 | 2.009 | 18,67 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21.116 | 2,54 | 4.459 | 2,11 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 158.615 | 3.223,17 | 18.411 | 1.719,17 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34.367 | 33,10 | 7.691 | 37,68 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 46 | 10 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 3.587 | 0,62 | 757 | 0,13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 18.389 | 12,83 | 3.883 | 12,33 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.441 | 11,07 | 727 | 10,50 | ||||
| 2026-05-14 | 13F | Coign Capital Advisors LLC | 14.655 | 4,49 | 3.094 | 4,03 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 1.147 | 4,08 | 242 | 3,86 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 12 | 3 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4.582 | 968 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4.477 | 152,23 | 945 | 151,33 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.134 | 0,84 | 1.929 | 0,42 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 1.675 | 354 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 40.873 | 63,58 | 8.630 | 62,89 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1.419 | 0,64 | 300 | 0,34 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 11.273 | 74,15 | 2.380 | 73,47 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 53.933 | 11.388 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585.731 | 21,12 | 121.629 | 18,59 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2.858 | 603 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 8.412 | 3,42 | 1.776 | 2,96 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 92.474 | 13,96 | 19.526 | 13,46 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 2.230 | 6,34 | 471 | 5,86 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 39.099 | 1,27 | 8.256 | 0,83 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.959 | 101,78 | 836 | 100,72 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 2.415 | 25,39 | 510 | 24,75 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 20.919 | 44,58 | 4.436 | 48,51 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6.122 | 352,14 | 1.332 | 363,76 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1.650 | 1,48 | 348 | 1,16 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 2.813 | 38,37 | 594 | 37,59 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 979.965 | 0,44 | 206.920 | 0,01 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 6.743 | 12,27 | 1.474 | 13,04 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 79.148 | 7,61 | 16.712 | 7,15 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 2.467 | 26,19 | 521 | 25,60 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.110 | 2,21 | 0 | |||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3.278 | 3,64 | 692 | 3,28 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.380 | 0,12 | 714 | -0,28 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 98.088 | 160,23 | 20.711 | 159,11 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.850 | 4,28 | 392 | 7,10 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3.574 | 42,73 | 755 | 42,00 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 23.435 | 14,66 | 4.948 | 14,17 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 61.292 | 8,87 | 12.942 | 8,39 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 48.851 | 4,25 | 10.315 | 3,79 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 51.942 | 0,25 | 10.967 | -0,18 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 2.424 | 4,66 | 512 | 4,07 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 9.091 | 35,02 | 1.920 | 34,48 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 5.903 | 2,18 | 1.247 | 1,71 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 687 | 145 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.330 | 0,13 | 492 | -0,20 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 2.308 | 4,62 | 487 | 4,28 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.380 | 0,07 | 291 | -0,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.090 | 5,17 | 6.355 | 4,70 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 37.311 | 0,63 | 7.913 | 0,62 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 329.691 | 38,55 | 69.918 | 42,28 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.775 | 0,90 | 3.120 | 0,45 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 8.873 | 17,45 | 1.874 | 16,92 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 3.626 | 2,49 | 766 | 2,00 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 21.239 | 3,50 | 4.485 | 3,06 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 1.944.079 | 4,35 | 410.493 | 6,12 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.738 | 0,12 | 367 | -0,54 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.782 | 62,74 | 376 | 62,07 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 55.110 | 2,54 | 11.636 | -2,28 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 209.290 | 4,46 | 44.192 | 4,00 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.375 | 0,17 | 501 | -0,20 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 41.390 | 4,40 | 8.739 | 3,95 | ||||
| 2026-05-15 | 13F | Amundi | 50.700 | 0,20 | 10.705 | -0,23 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 106.473 | 40,53 | 22.482 | 39,92 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 39.547 | 20,39 | 8.350 | 19,87 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 1.193 | 0 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.102 | 29,04 | 444 | 28,41 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3.098 | 18,47 | 654 | 18,05 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.120 | 1,17 | 236 | 0,85 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 210 | 0 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 34.426 | 28,48 | 7.272 | 27,97 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 19.347 | 2,29 | 4.085 | 1,84 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 191 | 107,61 | 40 | 110,53 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 1.433 | 0,21 | 303 | -0,33 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 51.963 | 0,11 | 10.972 | -0,32 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 17.857 | 3.771 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 1.419 | 24,91 | 300 | 24,58 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 11.043 | 2,21 | 2.332 | 1,75 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3.613 | 19,91 | 763 | 19,44 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 48.569 | 25,56 | 10.255 | 25,02 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 8.864 | 15,06 | 1.872 | 14,57 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4.410 | 1,01 | 931 | 0,65 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 3.140 | 4,81 | 663 | 4,41 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 10.338 | 1,21 | 2.183 | 0,74 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 550 | 116 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10.863 | 2,34 | 2.294 | 1,87 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 39.521 | 4,28 | 8.345 | 3,82 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.244 | 4,84 | 1.107 | 4,43 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 19.094 | 0,30 | 4.032 | -0,15 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 102.859 | 3,57 | 21.719 | 3,12 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 9.101 | 18,56 | 1.922 | 18,07 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 426.428 | 4,14 | 90.040 | 3,69 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3.188 | 9,29 | 673 | 8,90 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2.926 | 1,35 | 618 | 0,82 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 11.859 | 2.515 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 282.613 | 594,11 | 59.674 | 591,14 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 1.839 | 0,11 | 388 | -0,26 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 47.750 | 10.082 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.518 | 20,02 | 532 | 19,33 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 985 | 0,31 | 208 | -0,48 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 13.665 | 25,25 | 2.885 | 24,73 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 27.466 | 1,19 | 5.799 | 0,75 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 68.954 | 7,27 | 14.560 | 6,80 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 1.401 | 17,83 | 296 | 17,06 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2.704 | 11,78 | 571 | 11,33 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 40.117 | 1,74 | 8.471 | 1,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.966 | 36,95 | 838 | 36,32 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 193.952 | 3,85 | 40.953 | 3,40 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3.540 | 57,05 | 748 | 56,28 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 217 | -0,46 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12.383 | 90,89 | 2.615 | 90,11 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4.118 | 869 | ||||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 13.682 | 3,50 | 2.889 | 3,03 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 2.238 | 44,02 | 473 | 43,47 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 70.637 | 2,80 | 14.915 | 2,35 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 11.115 | 11,76 | 2.455 | 16,41 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 517.501 | 167,27 | 109.269 | 166,11 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 1.571 | 0,71 | 332 | 0,30 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 20.563 | 3,34 | 4.342 | 2,89 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3.643.501 | 3,07 | 769.325 | 2,63 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 34.158 | 178,93 | 7.212 | 177,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33.839 | 28,15 | 7.145 | 27,61 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 13.159 | 95,35 | 2.779 | 94,54 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16.081 | 56,08 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 11.611 | 4,43 | 2.411 | 1,52 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 4.119 | 0,98 | 870 | 0,46 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.904 | 0,18 | 824 | -0,24 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4.110 | 868 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 507 | 107 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 122.712 | 1,73 | 25.911 | 1,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 247 | 32,80 | 52 | 33,33 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 11.166 | 3,24 | 2.358 | 2,79 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1.697 | 0,18 | 358 | -0,28 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.447 | 3,91 | 517 | 3,41 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 55 | 12 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 78.069 | 146,01 | 17.245 | 150,86 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 8.218 | 1,23 | 1.743 | 12,61 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 2.844 | 627 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9.144 | 0,02 | 1.931 | -0,41 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 130.653 | 0,93 | 27.587 | 0,49 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 1.909 | 1,27 | 403 | 1,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 166.772 | 42,11 | 35.367 | 45,94 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 56.953 | 1,48 | 12.026 | 1,09 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 8.160 | 1,71 | 1.723 | 1,23 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 994 | 0,10 | 210 | -0,48 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 112 | 0,90 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 225 | 48 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 152.743 | 71,78 | 32.252 | 71,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 4.012 | 139,95 | 847 | 139,27 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 9.200 | 1.943 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61.979 | 2,16 | 13.087 | 1,71 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 28.609 | 1,88 | 6.041 | 1,43 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 6.056 | 15,00 | 1.279 | 14,52 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 1.018 | 216 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 540.233 | 5,02 | 114 | 4,59 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 3.291 | 0,03 | 695 | -0,43 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 5.342 | 24,41 | 1.128 | 23,96 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 99.931 | 0,23 | 21.101 | -0,20 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 11.187 | 4,78 | 2.362 | 0,13 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 182.167 | 0,36 | 38.464 | -0,26 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 663.680 | 0,62 | 140.143 | 0,19 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 31.764 | 10,04 | 6.707 | 9,56 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91.374 | 9,52 | 19.294 | 9,04 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 874 | 9.611,11 | 185 | 18.300,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 797 | 1,40 | 168 | 1,20 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 115 | 10,58 | 24 | 9,09 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 13.019 | 0,70 | 2.749 | 0,26 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 15.000 | 8,61 | 3 | 50,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 22.194 | 2,10 | 4.686 | 1,67 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 155.140 | 3,37 | 34.140 | 7,18 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 65.691 | 25,42 | 13.871 | 24,87 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 1.715 | 1,42 | 362 | 1,12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 149.158 | 55,72 | 31.632 | 59,91 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2.282 | 4,20 | 482 | 3,66 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.086 | 0,37 | 229 | 0,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 14.701 | 1.425,00 | 3.104 | 1.421,57 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.337 | 122,78 | 493 | 122,07 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 20.380 | 63,20 | 4.303 | 62,50 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7.413 | 0,26 | 1.565 | -0,13 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 7.705 | 1.627 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.934 | 1,15 | 408 | 0,74 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 22.028 | 142,97 | 4.651 | 141,99 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 5.352 | 0,38 | 1.130 | 0,00 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 2.660 | 14,46 | 562 | 14,02 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.120 | 3,08 | 1.083 | 2,75 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 23.152 | 1,13 | 4.889 | 0,70 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 3.049 | 95,20 | 644 | 94,26 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 69.159 | 2,88 | 14.603 | 2,43 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 1.937 | 19,86 | 409 | 19,30 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 16.590 | 6,23 | 3.503 | 5,77 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 50.216 | 93,12 | 10.603 | 92,27 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 7.811 | 0,26 | 1.622 | -1,88 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.370 | 8,57 | 500 | 7,99 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 580 | 122 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 3.326 | 0,09 | 732 | -0,81 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5.441 | 4,37 | 1.149 | 3,89 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34.306 | 1,20 | 7.244 | 0,77 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.582 | 18,53 | 756 | 18,13 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 26.113 | 15,92 | 5.514 | 15,41 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 13.216 | 2,68 | 2.790 | 2,24 | ||||
| 2026-04-10 | 13F | Novem Group | 1.036 | 1,87 | 219 | 1,40 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8.925 | 3,82 | 2.001 | 4,82 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 2.844 | 3,99 | 601 | 3,45 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.777 | 1,14 | 375 | 0,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 14.661 | 2,10 | 3.096 | 1,64 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 331.900 | 0,76 | 70.081 | 0,32 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 906 | 202 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2.245 | 474 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 144 | 31 | ||||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 51.252 | 2,51 | 10.822 | 2,07 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 13.989 | 12,87 | 2.954 | 12,37 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 130.730 | 6,58 | 27.604 | 6,11 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 7.074 | 11,14 | 1.494 | 8,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 183.931 | 14,61 | 38.837 | 14,11 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.327 | 1,31 | 702 | 0,86 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 76.023 | 1,85 | 16.052 | 1,41 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 21.254 | 0,84 | 4.389 | -0,09 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 2.381 | 503 | ||||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 5.742 | 0,10 | 1.212 | -0,33 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2.150 | 1,90 | 454 | 1,34 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 101.103 | 5,10 | 21.348 | 4,64 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 2.321 | 3,48 | 490 | 3,16 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 10.453 | 2,69 | 2.140 | -0,83 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 4.494 | 953 | ||||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 3.485 | 255,98 | 736 | 255,07 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 716.711 | 4,71 | 151.335 | 3,89 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 4.916 | 1.038 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 2.137 | 4,40 | 451 | 3,92 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 120.937 | 9,81 | 25.536 | 9,33 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 869 | 129,29 | 184 | 128,75 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.749 | 4,22 | 2.903 | 3,79 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 65.116 | 2,51 | 13.749 | 2,07 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.492 | 33,57 | 315 | 27,02 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 2.938 | 33,85 | 620 | 33,33 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 4.662 | 0,32 | 984 | -0,10 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 6.767 | 11,89 | 1.475 | 15,05 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6.667 | 31,27 | 1.408 | 30,64 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 11.846 | 2,42 | 2.501 | 2,00 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 62.423 | 1.515,08 | 13.181 | 1.509,28 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 6.734 | 34,46 | 1.422 | 33,43 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 439 | 93 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 520.387 | 96,38 | 109.880 | 95,53 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 1.303 | 275 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 356 | 0,28 | 75 | 0,00 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25.662 | 4,14 | 5.418 | 3,67 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 22.396 | 6,00 | 4.729 | 5,54 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 3.251 | 0,09 | 686 | -0,29 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19.384 | 30,81 | 4.100 | 30,46 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 69.142 | 19,36 | 14.599 | 18,85 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 6.346 | 12,58 | 1.340 | 12,05 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 65.220 | 1,02 | 13.771 | 0,58 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 247.726 | 0,98 | 52.307 | 0,55 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 68.122 | 0,97 | 14.384 | 0,53 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.396.602 | 3,63 | 294.892 | 3,18 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 825 | 0,12 | 174 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 26.841 | 24,94 | 5.668 | 24,39 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 9.826 | 2.075 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 13.916 | 2,63 | 2.938 | -0,03 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 1.231 | 260 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1.963 | 0,10 | 415 | -0,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.479 | 5,48 | 3.902 | 5,01 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 49.297 | 0,80 | 10.409 | 0,37 | ||||
| 2026-02-13 | 13F | Barclays Plc | 265.987 | 0,56 | 56.408 | 3,26 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 25.531 | 16,34 | 5.542 | 19,11 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 3.754 | 2,93 | 793 | 2,46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.024 | 26,89 | 217 | 26,32 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 993 | 210 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 5.655 | 3,06 | 1.194 | 2,67 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 19.690 | 0,29 | 4.158 | -0,14 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11.196 | 2,29 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 3.224 | 1,80 | 681 | 1,34 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8.856 | 1,40 | 1.870 | 0,92 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 115 | 24 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 4.604 | 10,14 | 972 | 9,71 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 17.016 | 16,00 | 3.593 | 15,50 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.143 | 0,35 | 241 | 0,00 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 5.094 | 32,55 | 1.076 | 32,06 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 157 | 33 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5.476 | 41,83 | 1.156 | 41,32 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 170 | 10,39 | 36 | 9,38 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.282 | 0,92 | 696 | 3,73 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 595 | 35,84 | 126 | 35,87 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 21.600 | 6,02 | 4.561 | 5,56 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.111.650 | 10,98 | 234.725 | 10,50 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 8.790 | 4,22 | 1.856 | 3,75 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10.637 | 51,35 | 2.309 | 54,97 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5.186 | 0,15 | 1.095 | -0,27 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 7.524 | 13,07 | 1.589 | 12,54 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.708 | 17,15 | 361 | 16,50 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 4.327 | 28,70 | 914 | 28,23 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.104 | 0,02 | 1.289 | -0,46 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 155 | 0,65 | 33 | 0,00 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 3.004 | 7,09 | 634 | 6,73 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 873 | 85,74 | 184 | 85,86 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 35.708 | 4,94 | 7.540 | 4,48 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 6.293 | 3,50 | 1.329 | 3,03 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 6.500 | 1.372 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 9.829 | 0,63 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 166.962 | 0,46 | 35.254 | 0,03 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 1.423 | 2,45 | 300 | 2,04 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.442 | 0,38 | 727 | -0,14 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 20.691 | 1,02 | 4.369 | 0,58 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 13.554 | 36,29 | 2.862 | 35,66 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3.251 | 0,22 | 686 | -2,56 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1.378 | 286 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 75 | 50,00 | 16 | 50,00 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.855 | 27,67 | 392 | 26,95 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3.407 | 719 | ||||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 7.706 | 20,41 | 1.627 | 19,90 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 295.197 | 0,03 | 62.331 | -0,40 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 76.110 | 2,98 | 16.071 | 2,53 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 11.824 | 1,51 | 2.497 | 1,05 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 1.611 | 32,59 | 340 | 32,30 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.854 | 54,24 | 1.658 | 53,66 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 4.252 | 898 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 1.543 | 326 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 337 | 71 | ||||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 71.538 | 1,79 | 15.105 | -3,15 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 106 | 37,66 | 22 | 37,50 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 4.720 | 22,37 | 997 | 21,91 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.274 | 0,57 | 1.114 | -0,62 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 27.986 | 38,37 | 5.909 | 37,77 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 4.589 | 0,11 | 969 | -0,41 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 116.061 | 1,55 | 24.506 | 1,11 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 11.425 | 21,05 | 2.412 | 20,54 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 2.981 | 2,37 | 629 | 1,94 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1.156 | 244 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 557.426 | 132,95 | 117.700 | 131,94 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 9.225 | 21,48 | 1.948 | 20,93 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 45.666 | 10,49 | 9.642 | 10,01 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 114.642 | 5,41 | 24.207 | 4,96 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11.816 | 3,17 | 2.495 | 2,76 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 41.965 | 0,96 | 8.861 | 0,53 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1.194 | 1,79 | 252 | 1,61 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.753 | 6,70 | 370 | 6,32 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 49.174 | 10.383 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 13.698 | 13,69 | 2.892 | 13,19 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 17.390 | 48,93 | 3.672 | 48,26 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 27.706 | 8,91 | 5.850 | 8,45 | ||||
| 2026-05-18 | 13F | Cim, Llc | 1.232 | 0,33 | 260 | 0,00 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 1.730 | 0,29 | 0 | |||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 36.233 | 69,70 | 7.651 | 68,99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.416.069 | 22,93 | 299.003 | 22,40 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 4.709 | 0,68 | 994 | 0,30 | ||||
| 2026-05-11 | 13F | Commerce Bank | 76.408 | 649,98 | 16.134 | 646,90 | ||||
| 2026-05-01 | 13F | American Trust | 3.511 | 3,81 | 741 | 3,35 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 439.034 | 92.702 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1.170 | 2.287,76 | 247 | 2.370,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 408 | 11,48 | 86 | 11,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 334.922 | 0,61 | 70 | 0,00 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 122.866 | 21,73 | 25.943 | 21,21 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 850 | 20,06 | 179 | 19,33 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 23 | 5 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 269 | 57 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.713 | 0,18 | 362 | -0,28 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.124 | 86,29 | 660 | 83,57 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 3.698 | 100,54 | 783 | 100,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 370.632 | 1,87 | 78.259 | 1,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 386.520 | 10,20 | 81.614 | 9,72 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 149.589 | 0,24 | 31.586 | -0,20 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 1.262 | 266 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 160.281 | 30,39 | 33.843 | 29,83 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 30.736 | 0,32 | 6.490 | -0,12 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.785 | 2,70 | 377 | 2,45 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 49.642 | 19,07 | 10.482 | 18,55 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.161 | 245 | ||||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 961 | 0,31 | 203 | -0,49 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 11.178 | 414,17 | 2.360 | 413,04 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 4.985 | 6,02 | 1.082 | 8,53 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 1.379 | 0,36 | 291 | 0,00 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 2.112 | 6,45 | 446 | 5,95 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13.403 | 4,63 | 2.830 | 4,20 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 596.353 | 1,87 | 125.920 | 1,43 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 79.932 | 4,34 | 16.878 | 3,88 | ||||
| 2026-05-04 | 13F | Magnolia Capital Management Ltd | 4.585 | 37,07 | 1 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2.615 | 115,23 | 552 | 114,79 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 13 | 3 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 74.806 | 5,57 | 15.795 | 5,11 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 12.218 | 2.580 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 6.002 | 6,23 | 1.267 | 5,76 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 3.002 | 0,40 | 634 | -0,16 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.850 | 6,38 | 602 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.078 | 134,32 | 259.801 | 140,63 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 533 | 113 | ||||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2.204 | 109,90 | 458 | 104,02 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 44.265 | 10,64 | 9.347 | 10,16 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 619.118 | 2.585,86 | 130.727 | 2.574,43 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.226 | 2,55 | 1.103 | 2,13 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.369 | 289 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4.289 | 35,21 | 906 | 34,67 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 1.541 | 1,45 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 140.909 | 947,03 | 2.973 | 4,21 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 174.314 | 14,04 | 37 | 12,50 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 35.491 | 3,18 | 7.494 | 0,33 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 3.354 | 0,36 | 708 | 0,00 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.162 | 6,12 | 245 | 5,60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5.100 | 10,56 | 1.077 | 10,02 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 63.158 | 10,93 | 13.394 | 13,92 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3.020 | 0,37 | 638 | -0,16 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 103.742 | 14,46 | 21.905 | 13,97 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 31.247 | 0,75 | 6.598 | -0,39 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 305 | 64 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 100 | 21 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 77.675 | 23,43 | 16.401 | 22,90 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 2.588 | 0,35 | 547 | 0,00 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 6.190 | 17,06 | 1.307 | 16,59 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 217.259 | 0,41 | 45.874 | -0,02 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5.160 | 3,37 | 1.090 | 2,93 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 3.607 | 13,75 | 762 | 13,24 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 48.517 | 9,97 | 10.244 | 9,50 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.958 | 0,31 | 414 | 0,00 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4.327 | 1,81 | 914 | 1,33 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 2.023 | 0,25 | 427 | 0,00 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 1.110 | 2,59 | 234 | 2,18 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.892 | 100,00 | 399 | 99,50 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 86.757 | 0,09 | 18.319 | -0,34 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3.536 | 61,24 | 747 | 60,78 | ||||
| 2026-05-13 | 13F | Family Office Research LLC | 1.326 | 0,08 | 280 | -1,06 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2.424 | 512 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 194.332 | 110,80 | 41.033 | 109,88 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 36.986 | 0,01 | 7.810 | -0,43 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 2.495 | 102,19 | 527 | 101,53 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7.881 | 1,27 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1.340 | 10,29 | 283 | 9,73 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.949 | 0,88 | 1.262 | 3,62 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3.254 | 0,93 | 716 | 2,29 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.141 | 0,09 | 473 | -0,42 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 1.130 | 239 | ||||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 1.181 | 249 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5.372 | 1.134 | ||||||
| 2026-05-06 | 13F | Eq Llc | 17.605 | 4,89 | 3.717 | 4,44 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 1.183 | 4,69 | 250 | 4,18 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18.032 | 0,46 | 3.807 | 0,03 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.374 | 2,77 | 924 | 2,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 200.145 | 8,95 | 42.268 | 7,99 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1.888 | 0,37 | 399 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 39.304 | 0,06 | 8.335 | 2,76 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 43.998 | 522,41 | 9 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 20.610 | 1,44 | 4.352 | 1,00 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 105.962 | 22.374 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 1.056 | 0,09 | 223 | -0,45 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 1.027 | 217 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 120 | 27 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 5.935 | 1.253 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 363 | 77 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 111.026 | 67,45 | 23.443 | 66,74 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 161.174 | 5,89 | 34.032 | 5,43 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.727 | 576 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6.143 | 22,37 | 1.297 | 25,19 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8.300 | 53,70 | 1.753 | 53,01 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5.800 | 13,73 | 1.225 | 13,23 | |||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3.468 | 1,23 | 732 | 0,83 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1.646 | 348 | ||||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 11.898 | 1,37 | 2.512 | 0,96 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 8.782 | 0,52 | 1.854 | 0,11 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 11.588 | 26,96 | 2.557 | 32,09 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1.405 | 297 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 3.576 | 5,83 | 755 | 5,45 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 1.138 | 240 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 39.463 | 4.851,44 | 8.333 | 4.830,18 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 4.100 | 4,38 | 866 | 3,84 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 15.517 | 1,76 | 3.276 | 1,33 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.311 | 8,45 | 488 | 7,98 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 955 | 202 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 94.104 | 0,50 | 21.048 | 3,22 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.292 | 0,08 | 273 | -0,37 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 2.032 | 429 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 3.353 | 18,27 | 708 | 17,64 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 11.200 | 8,74 | 2.365 | 8,24 | |||
| 2026-04-21 | 13F | PDS Planning, Inc | 948 | 200 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 63.498 | 4,04 | 13.408 | 3,59 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.502 | 0,22 | 2.006 | -0,20 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 6.976 | 26,84 | 1.313 | 12,61 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 3.686 | 3,95 | 778 | 3,46 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.928 | 10,12 | 2.096 | 9,62 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1.130 | 239 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1.237 | 8,22 | 261 | 7,85 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 1.923 | 1,48 | 406 | 1,25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4.291 | 4,63 | 906 | 4,26 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 1.260 | 266 | ||||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 6.699 | 2,46 | 1.415 | 2,02 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1.202 | 254 | ||||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 76 | 16 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 5.796 | 1.224 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 8.452 | 7,41 | 1.785 | 6,95 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 8.023 | 0,29 | 1.694 | -0,12 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 245.027 | 1,36 | 51.737 | 0,92 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 217.688 | 1,90 | 45.965 | 1,46 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 7.599 | 0,05 | 1.604 | -2,79 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 995 | 210 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3.261.014 | 0,32 | 688.562 | -0,11 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 4.614 | 16,37 | 974 | 15,95 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 4.193 | 1,75 | 885 | 1,37 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 12.455 | 7,99 | 2.630 | 7,48 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 2.442 | 54,85 | 516 | 54,19 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43.151 | 15,35 | 9.111 | 14,85 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 172 | 36 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 67.344 | 14.224 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12.804 | 13,53 | 2.704 | 13,05 | ||||
| 2026-05-15 | 13F | EFG International AG | 12.069 | 181,85 | 2.549 | 180,62 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1.909 | 428 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 144.883 | 3,31 | 30.592 | 2,86 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 157.994 | 1,55 | 33.360 | 1,11 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 3.500 | 2,94 | 739 | 2,50 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 60.926 | 0,75 | 12.867 | 0,31 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 79.315 | 5,93 | 16.747 | 5,47 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 24.940 | 40,17 | 5 | 66,67 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 20.183 | 2,67 | 4.262 | 2,21 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 53.792 | 22,41 | 11.358 | 21,88 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 11.689 | 80,33 | 2.468 | 79,62 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.823 | 0,05 | 385 | -0,52 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 1.957 | 44,86 | 413 | 44,41 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 12.122 | 0,03 | 2.579 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 997 | 219 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 993 | 1,33 | 210 | 0,97 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 19.113 | 18,97 | 4.036 | 18,43 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 2.251 | 13,69 | 475 | 13,37 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 132 | 28 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 834 | 87,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.238 | 17,01 | 261 | 16,52 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 9.569 | 27,11 | 2.021 | 26,57 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 112.776 | 17,24 | 23.813 | 16,74 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 22.355 | 0,06 | 4.720 | -0,36 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 239.759 | 2,42 | 50.625 | 1,98 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 50 | 21,95 | 11 | 25,00 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4.616 | 1,65 | 975 | 1,25 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 22.220 | 6,45 | 4.692 | 5,99 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 1.615 | 341 | ||||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 75.559 | 1,67 | 15.954 | 1,24 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7.609 | 1.612 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 249 | 53 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 657 | 139 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 3.338 | 26,58 | 705 | 25,94 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.242 | 684 | ||||||
| 2026-05-11 | 13F | Ellevest, Inc. | 1.229 | 0,33 | 260 | 0,00 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 3.748 | 0,67 | 791 | 0,25 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 2.455 | 6,51 | 518 | 6,15 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 161 | 34 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10.076 | 16,63 | 2.128 | 16,10 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 8.726 | 0,01 | 1.842 | -0,43 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 3.062 | 4,19 | 647 | 3,69 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 23.169 | 4,19 | 5.145 | 9,10 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 15.151 | 81,43 | 3.213 | 76,54 | ||||
| 2026-05-21 | 13F | Montchanin Asset Management, Llc | 1.480 | 0 | ||||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 11.637 | 21,93 | 2.457 | 21,45 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 30.896 | 0,30 | 6.524 | -0,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 100 | 21 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9.753 | 20,32 | 2.059 | 19,78 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.235 | 3,35 | 261 | 2,77 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.623 | 4,17 | 976 | 3,72 | ||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 5.728 | 1,56 | 1.210 | 1,09 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4.212 | 0,05 | 889 | -0,34 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.197.963 | 3,83 | 252.950 | 3,38 | ||||
| 2026-05-05 | 13F | PFG Advisors | 34.689 | 9,36 | 7.325 | 8,89 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 1.753 | 5,35 | 370 | 5,11 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 15.455 | 20,76 | 3.263 | 20,23 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2.228 | 17,45 | 470 | 16,92 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 286.370 | 11,65 | 60.564 | 11,35 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 28.929 | 0,41 | 6.108 | -0,02 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 123.773 | 3,40 | 26.135 | 2,95 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 67.702 | 4,04 | 14.295 | 3,59 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5.636 | 48,98 | 1.190 | 48,25 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 10.736 | 0,02 | 2.267 | -0,44 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.342 | 16,49 | 285 | 42,00 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 1.923 | 38,44 | 406 | 38,10 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2.229 | 12,35 | 508 | 20,38 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 2.956 | 0,27 | 624 | -0,16 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 1.266 | 1,36 | 273 | 0,37 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 1.024 | 216 | ||||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 51.943 | 0,48 | 10.968 | 0,05 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 1.279 | 0,24 | 270 | -0,37 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3.812 | 805 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.901 | 0,49 | 3.357 | 0,06 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.111 | 446 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 7.169 | 9,13 | 1.514 | 8,61 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 107.919 | 1,80 | 22.787 | 1,36 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 128.765 | 18,86 | 27.215 | 18,57 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 265.494 | 2,73 | 56.059 | 2,28 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 4.114 | 4,10 | 869 | 3,58 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 65.657 | 272,37 | 13.864 | 270,77 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 427 | 0 | ||||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 24.392 | 2,88 | 5.150 | 2,43 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3.077 | 1,18 | 650 | 0,62 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2.292 | 8,52 | 484 | 8,05 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 55.281 | 45,48 | 12.426 | 54,19 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 134.765 | 4,88 | 28.456 | 4,43 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 2.407 | 5,90 | 508 | 5,39 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.254 | 0,10 | 1.109 | -0,27 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 125.410 | 7,41 | 26.480 | 6,95 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4.432 | 2,43 | 936 | 1,96 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.016 | 1,92 | 426 | 1,43 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2.439 | 24,82 | 515 | 24,15 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1.057 | 223 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 8.597 | 15,18 | 1.818 | 12,15 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 483 | 102 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 4.819 | 6,73 | 1.018 | 6,27 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 13.301 | 0,14 | 2.809 | -0,28 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 10.934 | 8,73 | 2.309 | 8,26 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1.227 | 39,27 | 259 | 39,25 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 141 | 39,60 | 30 | 38,10 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 25.589 | 1,66 | 5.403 | 1,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.720 | 3,56 | 786 | 3,15 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 1.643 | 55,73 | 347 | 55,16 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 45.564 | 1,34 | 9.621 | 0,89 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.924 | 5,54 | 1.673 | 5,09 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 35.879 | 0,37 | 7.576 | -0,07 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 1.457 | 0,41 | 308 | 0,00 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 1.934 | 7,68 | 408 | 7,37 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 966 | 10,78 | 204 | 10,33 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 20.504 | 110,32 | 4.329 | 109,43 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 13.222 | 2,69 | 2.792 | 2,23 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 21.242 | 23,72 | 4.485 | 23,18 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 2.060 | 0,24 | 435 | -0,23 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 30.262 | 6.390 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 72.158 | 4,26 | 15 | 7,14 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 38.433 | 8,47 | 8.115 | 8,00 |
