Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Russell 1000 Growth ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Krane Financial Solutions LLC, Vanguard National Trust Co, Sunburst Financial Group, LLC, OFS Enterprise LLC, Quent Long Short Global Small Cap Fund, LP, Forum Finance Group S.A., CIBC Asset Management Inc, Canandaigua National Corp, Tudor Investment Corp Et Al, Addison Capital Co, Northeast Planning Associates, Inc. / Nh /, Evolve Private Wealth, Llc, Sentinel Advisory Group, LLC, Southern Michigan Bank & Trust, PlanVest Financial, Inc, Vanguard Advisers Inc, Private Advisory Group LLC, und GLR Partners, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2.545 | 1,19 | 1.085 | -8,82 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 768 | 362 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 110.334 | 43,93 | 47.046 | 29,67 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.986 | 940 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 203.381 | 1,41 | 86.722 | -8,64 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 50.991 | 7,62 | 21.743 | -3,04 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 351.081 | 18,11 | 149.701 | 6,41 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 492 | 11,31 | 210 | 0,00 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4.867 | 0,25 | 2.075 | -9,66 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 862 | 14,02 | 367 | 2,51 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 1.098.754 | 19,16 | 468.509 | 7,35 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 17.056 | 6,38 | 7.273 | -4,18 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 1.094 | 20,35 | 466 | 8,37 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 1.391 | 0,07 | 593 | -9,74 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 6.409 | 72,98 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 118.725 | 2,53 | 50.624 | -7,63 | ||||
| 2026-04-20 | 13F | Peoples Financial Services Corp. | 506 | 55,69 | 216 | 40,52 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 36.906 | 19,36 | 15.737 | 7,53 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 34 | 16 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6.779 | 234,93 | 2.890 | 201,99 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 587 | 4,45 | 250 | -5,66 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 331 | 25,86 | 141 | 13,71 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1.564 | 1,96 | 667 | -8,14 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 407 | 193 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 2.646 | 1.128 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.103 | 5,18 | 1.750 | -5,20 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 28.280 | 2,94 | 12.059 | -7,26 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 803 | 342 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 12.204 | 0,95 | 5.204 | -9,05 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1.754 | 27,19 | 748 | 14,57 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 20.082 | 2,27 | 8.563 | -7,88 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 69.642 | 297,95 | 8.274 | -0,64 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 55.150 | 15,02 | 23.516 | 3,62 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 5.007 | 0,95 | 2.135 | -9,08 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 42.586 | 1,05 | 18.159 | -8,96 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 1.705 | 300,23 | 215 | 6,47 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 5.493 | 5,03 | 2.342 | -5,37 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 35.079 | 300,35 | 4.184 | 0,89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 2.063 | 0,78 | 880 | -9,19 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 491 | 209 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 627 | 267 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 141.453 | 5,59 | 60.315 | -4,87 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 15.684 | 0,10 | 7.423 | 1,14 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 1.229 | 15,73 | 524 | 4,38 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 2.298 | 0,09 | 980 | -9,85 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 7.528 | 3.210 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 378.467 | 4,55 | 161.378 | -5,81 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 521 | 5,89 | 222 | -4,31 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 33.839 | 1,65 | 16.016 | 2,71 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 11.402 | 1,87 | 4.862 | -8,23 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 19.910 | 18,35 | 2.397 | -69,89 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.942 | 0,89 | 1.254 | -9,13 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 2.168 | 28,74 | 924 | 15,93 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 151 | 64 | ||||||
| 2026-05-15 | 13F | Ballast, Inc. | 30.011 | 2,76 | 12.797 | -7,43 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 538 | 0,19 | 231 | -9,06 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 18.557 | 8.783 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 891 | 3,85 | 0 | |||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 631 | 0,16 | 269 | -9,73 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 477.946 | 2,46 | 203.781 | -7,70 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 2.132 | 69,75 | 909 | 52,86 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 29.116 | 3,39 | 12.415 | -6,86 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1.350 | 0,07 | 576 | -9,87 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 60.276 | 1,69 | 25.702 | -8,39 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 22.111 | 6,48 | 9.428 | -4,07 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 11.793 | 51.010 | 5,24 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 1.710 | 0,23 | 729 | -9,67 | ||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 7.144 | 277,59 | 881 | -1,56 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 7.515 | 37,81 | 3.204 | 24,19 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 2.864 | 1.221 | ||||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 2.150 | 3,17 | 917 | -7,10 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.368 | 2,78 | 583 | -7,46 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.278 | 0,08 | 599 | -1,32 | ||||
| 2026-04-29 | 13F | Invested Advisors | 6.776 | 1,67 | 2.889 | -8,40 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 1.668 | 0,79 | 711 | -9,20 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 916 | 39,42 | 391 | 25,81 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 83.370 | 0,06 | 35.549 | -9,86 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5.553 | 18,12 | 2.368 | 6,38 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 773 | 329 | ||||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 846 | 8,05 | 361 | -2,70 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 317.725 | 5,48 | 135.478 | -4,97 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 18.867 | 9,70 | 8.045 | -1,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.134.310 | 118,57 | 468.461 | 90,72 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 2.264 | 15,57 | 965 | 4,10 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2.806.999 | 3,31 | 1.196.904 | -6,93 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 4.427 | 0,27 | 1.888 | -9,67 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 12.187 | 0,22 | 5.197 | -9,71 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 928 | 71,53 | 396 | 54,30 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 725 | 2,40 | 309 | -7,76 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 584 | 0,52 | 249 | -4,23 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 759 | 0,13 | 324 | -9,78 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2.799 | 1.193 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 21.457 | 3,52 | 9.149 | -6,74 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 3.324 | 21,58 | 1.418 | 9,51 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 525 | 0,19 | 224 | -10,08 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 11.452 | 1,42 | 4.883 | -8,63 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 3.549 | 2,34 | 1.513 | -7,80 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 7.237 | 0,06 | 3.086 | -9,87 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 6.832 | 290,40 | 849 | 4,94 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.781 | 2,25 | 4.170 | -7,89 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 2.573 | 0,08 | 1.097 | -9,79 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.142 | 70,12 | 3.499 | 54,51 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.028.157 | 438.406 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14.461 | 0,76 | 6.166 | -9,22 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 8 | 100,00 | 1 | -100,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 22.757 | 4,54 | 9.704 | -5,82 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3.224 | 1,70 | 1.375 | -8,40 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.805 | 12,34 | 1.622 | 80,22 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.280 | 5,30 | 1.399 | -5,16 | ||||
| 2026-04-30 | 13F | Summa Corp. | 11.190 | 1,49 | 4.771 | -8,57 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3.232 | 2,34 | 1.378 | -7,76 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 1.172 | 2,90 | 500 | -7,42 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 6.174 | 0,34 | 2.633 | -9,62 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 813.668 | 7,46 | 346.964 | -3,19 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.509 | 0,39 | 2.775 | -9,55 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 569 | 23,16 | 243 | 11,01 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 435 | 495,89 | 185 | 444,12 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 47.305 | 4,81 | 20.171 | -5,58 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 10.804 | 0,09 | 5.113 | 1,13 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 51.321 | 16,36 | 21.883 | 4,83 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 664 | 0,15 | 314 | 1,29 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 411.399 | 0,09 | 175.420 | -9,83 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 1.031 | 5,74 | 440 | -4,77 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 3.494 | 0,84 | 1.490 | -9,15 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 58.345 | 21,06 | 24.878 | 9,06 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 1.163 | 496 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10.090 | 20,94 | 4.790 | 20,69 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 18.971 | 21,80 | 8.089 | 9,74 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.139.188 | 18,15 | 485.831 | 6,46 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 29.078 | 1,96 | 12.399 | -8,15 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 143.313 | 306,75 | 61.109 | 266,44 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 1.357 | 581 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 33.200 | 15,68 | 14.156 | 4,22 | |||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 4.076 | 26,39 | 1.738 | 13,89 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 4.473 | 0,70 | 1.907 | -9,28 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 1.314 | 6,48 | 631 | 8,06 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 26.428 | 0,11 | 11.269 | -9,82 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 8.381 | 1,26 | 3.574 | -8,78 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2.902 | 21,78 | 1.237 | 9,76 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.520 | 71,75 | 648 | 55,02 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.607 | 6,31 | 1.538 | -4,17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 125.462 | 7,22 | 59.300 | 7,07 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 521 | 222 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 8.003 | 13,47 | 3.412 | 2,22 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 4.155 | 4,53 | 1.772 | -5,85 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.665 | 4,72 | 710 | -5,59 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 1.071 | 1,81 | 505 | 2,65 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 261.973 | 2,56 | 111.747 | -7,60 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 396 | 28,16 | 169 | 15,07 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 1.610 | 687 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 3.427 | 13,82 | 1.461 | 2,53 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 2.342 | 38,66 | 241 | -69,96 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 12.363 | 0,09 | 5 | 0,00 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 18 | 8 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 47.039 | 8,40 | 20.057 | -2,34 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 700 | 46,14 | 298 | 31,86 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 24.027 | 2,38 | 10.245 | -7,76 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 19.846 | 10,45 | 8.462 | -0,49 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1.992 | 6,98 | 849 | -3,63 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 9.338 | 4,32 | 3.982 | -6,02 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 110.460 | 3,17 | 47.186 | -7,10 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3.311 | 0,88 | 1.412 | -9,08 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 118.431 | 0,18 | 50.499 | -9,75 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 7.921 | 0,03 | 3.377 | -9,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 502 | 3,93 | 216 | -5,29 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 5.589 | 0,43 | 2.383 | -9,49 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 3.806 | 9,43 | 1.623 | -1,40 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 44.059 | 19,60 | 18.787 | 7,75 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 4.190 | 8,83 | 1.787 | -1,98 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 118.246 | 13,40 | 50.420 | 2,17 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 23.152 | 23,16 | 9.872 | 10,95 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.768 | 117,73 | 754 | 96,09 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.248 | 532 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 26.723 | 18,98 | 11.385 | 113.750,00 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 7.933 | 0,06 | 3.383 | -9,86 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 92 | 228,57 | 39 | 200,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5.127 | 6,99 | 2.186 | -1,04 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2.050 | 0,44 | 874 | -9,43 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 137.906 | 27,62 | 58.803 | 14,98 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 11.019 | 0,72 | 4.698 | -9,25 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.178 | 2,53 | 4.766 | -7,62 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 1.516 | 9,06 | 646 | -1,67 | ||||
| 2026-05-13 | 13F | New England Professional Planning Group Inc. | 1.510 | 6,56 | 644 | -4,03 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.635 | 14,82 | 697 | 15,40 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 5.243 | 0,06 | 2.236 | -9,88 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 600 | 256 | ||||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 15.826 | 1,66 | 6.748 | -8,55 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 751 | 2,04 | 320 | -8,05 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.311 | 9,02 | 2.691 | -1,75 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 477 | 10,42 | 203 | -0,49 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 523 | 2,55 | 223 | -7,47 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 459 | 0,22 | 220 | 2,80 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 2.111 | 3,53 | 900 | -6,74 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 296.689 | 311,58 | 36.597 | 7,27 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 1.288 | 8,97 | 549 | -1,79 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 124.047 | 0,42 | 52.894 | -9,53 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 1.345 | 5,49 | 574 | -4,98 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 4.059 | 2,50 | 1.731 | -7,68 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 12.271 | 85,33 | 5.232 | 67,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 80 | 2,56 | 34 | -5,56 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 1.459 | 4,21 | 622 | -6,04 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 51.112 | 167,77 | 6.072 | -32,79 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 504 | 7.100,00 | 215 | 7.033,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 667.997 | 90,94 | 71 | -56,97 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.063 | 37,99 | 880 | 24,33 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 269 | 115 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7.969 | 12,35 | 3.398 | 1,22 | ||||
| 2026-05-14 | 13F | Silvant Capital Management LLC | 274 | 117 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 774 | 330 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 4.309 | 36,66 | 1.837 | 23,12 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 5.549 | 10,52 | 2.366 | -0,42 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.838 | 1,25 | 1.343 | 2,21 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 4.784 | 2,03 | 2.040 | -8,11 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 13.756 | 0,01 | 5.866 | -9,89 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 651.929 | 1,21 | 277.983 | -9,52 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.217 | 6,57 | 519 | -3,89 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 577 | 18,24 | 246 | 6,96 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 815 | 4,35 | 348 | -5,96 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 49.066 | 31,61 | 21 | 17,65 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 13.327 | 323,35 | 1.600 | 8,48 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 3.046 | 71,90 | 1.299 | 54,89 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3.625 | 20,35 | 1.546 | 8,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 44.101 | 9,06 | 18.805 | -1,75 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 7.345 | 10,63 | 3.132 | -0,32 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 167 | 71 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 39.171 | 1,36 | 16.703 | -8,68 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 15.299 | 1,90 | 6.523 | -5,27 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 1.240 | 12,12 | 529 | 0,96 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 273.685 | 1,18 | 116.699 | -8,85 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 2.254 | 8,31 | 962 | -2,24 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 9.602 | 0,53 | 4.094 | -9,42 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 122.946 | 48,67 | 52.424 | 33,94 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 12.640 | 1,94 | 5.390 | -8,18 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 39.717 | 4,29 | 16.935 | -6,05 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.870 | 3,62 | 3.356 | -6,65 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 12.044 | 1,43 | 5.135 | -8,61 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 183.308 | 0,68 | 78.163 | -9,30 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 45.384 | 12,60 | 19.352 | 1,44 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.863 | 36,28 | 794 | 22,91 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 400.768 | 1,29 | 170.887 | -8,75 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 988 | 23,35 | 421 | 11,08 | ||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 1.208 | 515 | ||||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 6.552 | 297,09 | 802 | 2,82 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 20.454 | 4,94 | 8.722 | -5,45 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 134.150 | 40,68 | 57.204 | 26,74 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 727 | 310 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 293 | 125 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 43.487 | 3,17 | 18.543 | -7,06 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.913 | 4,71 | 816 | -5,67 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 168 | 72 | ||||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 560 | 239 | ||||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 90.800 | 4,85 | 38.717 | -5,54 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2.499 | 24,14 | 1.066 | 11,87 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 1.843 | 1,60 | 786 | -8,51 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 48.539 | 5,95 | 20.695 | -4,56 | ||||
| 2026-05-11 | 13F | Commerce Bank | 464.576 | 2,43 | 198.095 | -7,72 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 153 | 17,69 | 65 | 6,56 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 3.405 | 1,52 | 1.452 | -8,51 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.096.064 | 328,30 | 116.840 | -3,54 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 3.667 | 8,65 | 1.564 | -2,13 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 585 | 10,80 | 250 | 0,00 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 73.279 | 3,65 | 31.246 | -6,62 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 13.797 | 0,23 | 5.883 | -9,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.908.493 | 44,05 | 903.193 | 45,51 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 1.269 | 14,95 | 541 | 3,64 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 1.826 | 779 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 66 | 28 | ||||||
| 2026-04-27 | 13F | VAUGHAN & Co SECURITIES, INC. | 53.483 | 1,38 | 22.805 | -8,66 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2.275 | 13,81 | 970 | 2,54 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 257 | 110 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.319 | 2,93 | 989 | -7,32 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 551 | 0,18 | 235 | -10,00 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 17 | 21,43 | 7 | 16,67 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 24.681 | 10.524 | ||||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 7.079 | 0,65 | 3.018 | -9,31 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 1.705 | 0,06 | 727 | -9,93 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1.074 | 0,09 | 464 | -8,86 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 37.526 | 8,49 | 16.001 | -2,27 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 2.757 | 0,29 | 1.176 | -9,68 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 26.207 | 16,08 | 12.404 | 17,30 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 61.344 | 24,48 | 26.157 | 12,15 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 155 | 67 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 228 | 48,05 | 97 | 34,72 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 494 | 211 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28.680 | 74,00 | 12.229 | 56,76 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 866 | 369 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 35 | 6,06 | 15 | -6,67 | ||||
| 2026-05-15 | 13F | Newbrook Capital Advisors LP | 73.208 | 190,83 | 31.216 | 162,02 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2.227 | 0,36 | 950 | -9,62 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 29.793 | 12.704 | ||||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 8.736 | 0,54 | 3.725 | -9,41 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 27.124 | 5,14 | 11.566 | -5,95 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 14.129 | 1,33 | 6.025 | -8,71 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 3.077 | 5,16 | 1.312 | -5,20 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 106.056 | 5,15 | 45.222 | -5,27 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.453 | 0,07 | 620 | -9,90 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.296 | 2,13 | 553 | -8,00 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.208 | 0,08 | 515 | -9,81 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 412.850 | 0,71 | 176.039 | -9,27 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | Put | 700 | 298 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7.586 | 1,35 | 3.235 | -8,70 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8.415 | 6,18 | 3.588 | -4,35 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 49.545 | 8,13 | 21.126 | -2,59 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 55.288 | 0,23 | 23.575 | -9,71 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 26.066 | 0,84 | 12.337 | 1,90 | ||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 2.335 | 3,59 | 1.061 | -1,58 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1.010 | 88,79 | 431 | 69,96 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 7.256 | 3.094 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 3.092 | 0,68 | 1.318 | -9,29 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 983 | 0,10 | 466 | 6,15 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.833 | 2,85 | 2.266 | 1,89 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 880 | 257,72 | 109 | -5,26 | ||||
| 2026-05-11 | 13F | Collier Financial | 12 | 5 | ||||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 31.379 | 7,79 | 13.380 | -2,90 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 1.583 | 0,06 | 675 | -9,76 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 20.900 | 2,02 | 8.912 | -8,10 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 13.403 | 6,89 | 5.715 | -3,69 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 1.324 | 0,76 | 565 | -9,18 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.003 | 4,92 | 428 | -5,53 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 4.817 | 4,24 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 55.455 | 1,87 | 23.646 | -8,23 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1.147 | 15,74 | 493 | 5,12 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 12.987 | 0,29 | 5.538 | -9,64 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 35.558 | 3,51 | 15.162 | -6,74 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 2.084 | 19,29 | 889 | 7,38 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 86.292 | 0,80 | 36.794 | -9,20 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 51.977 | 12,47 | 22.356 | 2,20 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 940.582 | 3,77 | 401.064 | -6,51 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 4.836 | 246,42 | 2.062 | 212,42 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 5.500 | 294,27 | 678 | 5,77 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 6.162 | 97,94 | 2.628 | 78,34 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 65.424 | 0,53 | 27.897 | -9,43 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.497 | 0,74 | 1.918 | -9,23 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 545 | 10,32 | 224 | -4,29 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1.209 | 109,90 | 516 | 89,34 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1.833 | 69,72 | 868 | 71,68 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.120 | 0,20 | 2.183 | -9,76 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 479 | 10,62 | 204 | 0,00 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 969 | 413 | ||||||
| 2026-05-14 | 13F | Main Management LLC | 355 | 0 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.964 | 3,70 | 2.543 | -6,58 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 53.443 | 13,66 | 22.788 | 2,39 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 92.599 | 28,36 | 39.484 | 15,65 | ||||
| 2026-05-14 | 13F | Winslow Capital Management, LLC | 92.176 | 30,91 | 39.304 | 17,93 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 98.265 | 0,67 | 41.900 | -9,31 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 32.351 | 1,93 | 13.795 | -8,17 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 515.341 | 4,72 | 219.742 | -5,66 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | Put | 317 | ||||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 1.531 | 247,17 | 653 | 213,46 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 708 | 26,20 | 302 | 13,58 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 1.843 | 0,44 | 786 | -9,56 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.874 | 33,36 | 1.225 | 20,22 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 1.576 | 2,14 | 672 | -7,95 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 33.958 | 6,16 | 14.480 | -4,35 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 28.817 | 6,47 | 12.287 | -4,08 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 6.270 | 1,16 | 2.674 | -8,86 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 881 | 376 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 13.050 | 3,18 | 5.565 | -7,05 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 156.230 | 0,42 | 66.616 | -9,53 | ||||
| 2026-05-11 | 13F | Boston Partners | 175 | 1.951 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5.659 | 9,69 | 2.413 | -1,19 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9.125 | 2,53 | 3.891 | -7,64 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 77.353 | 221,49 | 32.983 | 189,65 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 46.553 | 0,51 | 19.850 | -9,44 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 1.825 | 778 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 833 | 355 | ||||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 1.727 | 0,06 | 737 | -9,79 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 130.501 | 2,51 | 55.645 | -7,64 | ||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 32.173 | 0,15 | 13.719 | -9,78 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 56.341 | 10,66 | 24.024 | -0,30 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 165 | 70 | ||||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 17.973 | 0,08 | 7.664 | -9,84 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 3.915 | 0,31 | 1.669 | -9,64 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.248 | 7,12 | 532 | -3,63 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 8.654 | 0,89 | 3.690 | -9,09 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5.669 | 8,46 | 2.417 | -2,30 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6.437 | 19,45 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 1.071.975 | 11,01 | 456.467 | 0,92 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 44.885 | 4,09 | 19.139 | -6,23 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 603 | 2.915,00 | 257 | 2.755,56 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 73 | 0 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 46.215 | 2,20 | 19.706 | -7,93 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 559 | 238 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 1.776 | 193,07 | 757 | 164,69 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 1.090 | 465 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 4.687 | 29,94 | 2.219 | 29,25 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 943 | 402 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.947 | 1,35 | 830 | -8,69 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3.663 | 15,22 | 1.562 | 3,79 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 200 | 72 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 12.359 | 0,67 | 5.270 | -9,31 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 2.255 | 0,09 | 962 | -9,85 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 22.582 | 49,47 | 9.628 | 34,66 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 2.024 | 0,10 | 863 | -9,82 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 14.698 | 5,28 | 6.267 | -5,15 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.569 | 0,43 | 1.095 | -9,50 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 1.084 | 0,09 | 462 | -9,77 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 12.890 | 5.496 | ||||||
| 2026-04-22 | 13F | Finley Financial, LLC | 30.085 | 0,55 | 12.828 | -9,41 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 9.892 | 3,68 | 4.218 | -6,60 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2.895 | 0,21 | 1.234 | -9,73 | ||||
| 2026-02-17 | 13F | Custos Family Office, LLC | 893 | 0,11 | 423 | 1,20 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 62.280 | 427,80 | 26.556 | 375,57 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 120.362 | 3,76 | 51.322 | -6,52 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.322 | 7,05 | 990 | -3,51 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6.445 | 34,55 | 2.748 | 21,22 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 2.115 | 77,58 | 902 | 60,04 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 1.473 | 0,14 | 628 | -9,91 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 10.171 | 36,63 | 4.337 | 23,08 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 855 | 365 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 139.263 | 9,72 | 59.382 | -1,15 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 324.255 | 3,11 | 138.262 | -7,10 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 7.431 | 5,93 | 3.169 | -4,58 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 20.206 | 2,01 | 8.616 | -8,10 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 14.825 | 332,34 | 1.785 | 10,05 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 2.787 | 58,26 | 1.188 | 42,62 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 572 | 4,00 | 244 | -6,54 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 895 | 0,11 | 382 | -9,93 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 612 | 261 | ||||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 10.887 | 8,18 | 4.642 | -2,54 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 566 | 11,42 | 241 | 0,42 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 12.556 | 0,44 | 5.354 | -9,52 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 2.862 | 2,43 | 1.033 | -21,86 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 565 | 1,25 | 267 | 2,30 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2.737 | 7,80 | 1.167 | -2,83 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 1.818 | 4,06 | 860 | 5,13 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4.753 | 16,44 | 2.027 | 4,92 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 2.503 | 2,79 | 1.067 | -7,38 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 8.654 | 5,60 | 3.690 | -4,87 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | Put | 28.300 | 18.920 | |||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 44.372 | 0,26 | 18.920 | -9,67 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 2.692 | 66,17 | 1.148 | 49,74 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 1.987 | 803,18 | 847 | 714,42 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 7.726 | 4,41 | 3.294 | -5,94 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 182.248 | 1,80 | 77.710 | -8,29 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 41.126 | 61,86 | 17.536 | 45,82 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 773 | 0,13 | 329 | -9,86 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 551 | 235 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 912 | 0,88 | 389 | -9,13 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 1.750 | 2,64 | 746 | -7,44 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 220.957 | 6,60 | 94.216 | -3,96 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 1.828 | 0,05 | 779 | -9,84 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 14.444 | 6.159 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 134.153 | 8,01 | 57 | -1,72 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 7.297 | 454,90 | 3.111 | 400,16 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 3.972 | 354,46 | 477 | 15,25 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.123 | 1,10 | 905 | -8,86 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7.087 | 35,61 | 3.022 | 22,20 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 9.755 | 7,78 | 4.160 | -2,92 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 2.146 | 229,65 | 915 | 197,08 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 8.549 | 1,12 | 3.645 | -8,90 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2.543 | 37,31 | 1.084 | 23,74 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 560 | 300,00 | 67 | 1,52 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.404 | 50,12 | 2.731 | 35,28 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 48.249 | 27,21 | 20.573 | 14,61 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 13.895 | 9,46 | 5.925 | -1,38 | ||||
| 2026-04-23 | 13F | Peregrine Capital Management Llc | 1.026 | 437 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5.603 | 2.389 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 32.701 | 671,43 | 13.943 | 595,06 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 24.023 | 0,05 | 10.244 | -9,86 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 560 | 30,23 | 239 | 17,24 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 5 | 2 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2.520 | 1,20 | 1.075 | -8,83 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 246 | 105 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | Put | 213 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11.951 | 4,57 | 5.096 | -5,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.569.465 | 0,41 | 669.220 | -9,54 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 43.478 | 9,51 | 18.539 | -1,34 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 1.914 | 0,05 | 816 | -9,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.592 | 24,00 | 4.517 | 11,73 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.970 | 4,37 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 2.088 | 47,77 | 890 | 74,85 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 38.238 | 48,53 | 16.305 | 33,81 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 816 | 348 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 47.808 | 709,07 | 20.385 | 629,08 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.066.633 | 438.321 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 5.989 | 67,43 | 2.554 | 50,89 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 3.799 | 3,32 | 1.620 | -6,95 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 14.147 | 0,01 | 6.032 | -9,90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 26.101 | 7,07 | 11.129 | -3,54 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7.889 | 33,19 | 3.364 | 19,98 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.457 | 15,86 | 2.753 | 4,40 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1.862 | 0,11 | 794 | -9,89 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.078 | 31,78 | 460 | 18,60 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 2.722 | 0,07 | 1.161 | -9,87 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 1.569 | 669 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 716 | 2,73 | 305 | |||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 12.821 | 6,06 | 5.467 | -4,46 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 2.519 | 12,76 | 1.074 | 1,61 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 41.006 | 2,17 | 17.485 | -7,95 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 995 | 11,80 | 424 | 0,71 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 13.589 | 82,65 | 5.794 | 64,56 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 21.791 | 19,04 | 9.292 | 7,25 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.496 | 5,52 | 1.491 | -4,91 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 527 | 225 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 19.016 | 2,73 | 8.108 | -6,83 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 30.018 | 4,52 | 12.800 | -5,84 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 844 | 1,81 | 360 | -8,42 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 2.403 | 1.025 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 7.360 | 0,40 | 3.138 | -9,54 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 1.364 | 582 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 11.654 | 0,08 | 4.969 | -9,83 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2.642 | 0,04 | 1.127 | -9,85 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.295.446 | 31,40 | 552.378 | 18,38 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 266.026 | 1,14 | 113.434 | -8,88 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 14.210 | 0,45 | 6.059 | -9,50 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 5.228 | 2,79 | 2.229 | -7,40 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 76.057 | 1,33 | 32.431 | -8,71 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.036 | 1.721 | ||||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 1.551 | 661 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 176.594 | 13,67 | 50.975 | 17,52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.839.355 | 2,23 | 1.637.101 | -7,90 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2.959 | 8,71 | 1.262 | -2,10 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 2.276 | 5,86 | 970 | -4,62 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 26.756 | 10,62 | 11.409 | -0,34 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 7.391 | 508,81 | 3.152 | 448,95 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 52.623 | 58,05 | 22.438 | 42,39 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 2.646 | 2,48 | 1.128 | -7,69 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 3 | 1 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 100.267 | 0,27 | 42.754 | -9,67 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 14.940 | 300,00 | 1.857 | 10,80 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.268 | 3,17 | 1.820 | -7,05 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 27.721 | 2,54 | 11.968 | -6,94 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.196 | 1,20 | 1.039 | 2,26 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 195 | 5,98 | 83 | -4,60 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 734 | 2,95 | 313 | -7,42 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 513 | 219 | ||||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 91.572 | 0,32 | 39.046 | -9,62 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 43.223 | 4,36 | 18.430 | -5,98 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 25.250 | 13,15 | 10.767 | 1,93 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.401 | 0,06 | 2.303 | -9,86 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 6.545 | 6,03 | 2.791 | -4,48 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 28.039 | 41,20 | 11.956 | 27,22 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 4.478 | 9,14 | 1.909 | 15,84 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.046 | 872 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 38.322 | 7,37 | 18.193 | 11,57 | ||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 155 | 66 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 56.739 | 1,72 | 24.193 | -8,36 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 162.542 | 31,14 | 69.308 | 18,15 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 16.643 | 38,51 | 7.112 | 25,04 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 639 | 5,97 | 272 | -4,56 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 17.641 | 0,10 | 7.522 | -9,82 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 142 | 61 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 2.594 | 16,11 | 1.106 | 4,64 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.673 | 5,03 | 3.698 | -5,37 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.252 | 13,97 | 960 | 2,67 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 907 | 8,36 | 387 | -2,53 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 525 | 16,67 | 224 | 5,19 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 31.933 | 36,64 | 14 | 18,18 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 88.138 | 1,07 | 37.582 | -8,94 | ||||
| 2026-05-29 | 13F | Krane Financial Solutions LLC | 32.711 | 13.948 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 2.257 | 124,13 | 962 | 102,10 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 1.514 | 15,13 | 646 | 3,70 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 13.346 | 0,15 | 5.691 | -9,78 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 266.225 | 160,40 | 113.520 | 134,60 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4.933 | 105,46 | 2.103 | 85,12 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 4.272 | 8,43 | 1.822 | -2,31 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 815 | 67,70 | 348 | 50,87 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 17.115 | 299,98 | 2.114 | 4,45 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 14.598 | 1,46 | 6.225 | -8,59 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 42.900 | 1,99 | 18.292 | -8,12 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 29.764.605 | 7,70 | 12.691.629 | -2,97 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 15.472 | 1,28 | 6.358 | -12,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 2.275 | 15,13 | 970 | 3,74 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 542 | 0,56 | 231 | -9,41 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 1.796 | 220 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 2.093 | 0,10 | 893 | -9,81 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 3.022 | 8,32 | 1.288 | -2,42 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 | 1 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 376 | 65,93 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 6.014 | 2.564 | ||||||
| 2026-04-30 | 13F | Harold Davidson & Associates Inc. | 1.144 | 122,14 | 488 | 100,41 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1.536 | 16,28 | 655 | 4,80 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.136.766 | 5,87 | 484.718 | -4,62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 76.359 | 0,95 | 36.141 | 2,01 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 4.687 | 1.999 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 5.262 | 2.244 | ||||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 41.173 | 0,06 | 17.556 | -9,85 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 14.414 | 304,32 | 1.712 | 2,09 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 2.228 | 2,81 | 950 | -8,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.243 | 3,35 | 5.220 | -6,89 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 8.147 | 4,12 | 3.474 | -6,18 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 3.084 | 2,32 | 1.315 | -7,78 | ||||
| 2026-04-29 | 13F | Presper Financial Architects, LLC | 22.781 | 2,32 | 9.714 | -7,82 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 16.466 | 100,00 | 7.772 | 99,49 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 1.310 | 31,13 | 628 | 40,58 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 43.463 | 3,98 | 18.533 | -6,32 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 123.582 | 8,27 | 52.696 | -2,46 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19.850 | 45,74 | 8.464 | 31,31 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 57.788 | 12,97 | 27.531 | 13,71 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11.965 | 29,65 | 5.102 | 16,78 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 518 | 221 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6.461 | 10,26 | 2.755 | -0,69 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 25.570 | 0,05 | 10.903 | -9,87 | ||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 855 | 365 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 648 | 270,29 | 276 | 236,59 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 68.950 | 2,21 | 29.400 | -7,91 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.430 | 6,32 | 610 | -4,25 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 5.195 | 9,25 | 2.215 | -1,56 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 24.144 | 1,18 | 10.295 | -9,62 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 64.606 | 7,35 | 27.548 | -3,29 | ||||
| 2026-04-28 | 13F | Grange Capital, LLC | 1.060 | 1,05 | 452 | -9,07 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 1.093 | 0,46 | 466 | -9,34 | ||||
| 2026-04-10 | 13F | Novem Group | 1.186 | 0,08 | 506 | -9,82 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 8 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 29.848 | 1,62 | 12.727 | -8,45 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 25.631 | 5,15 | 10.929 | -5,26 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.225 | 109,40 | 522 | 89,13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.534 | 2,01 | 1.061 | -10,39 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 879.787 | 8,11 | 375.141 | -2,60 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2.681 | 1,67 | 1.143 | -8,41 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2.569 | 0,20 | 1.095 | -9,73 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 8.639 | 24,34 | 3.684 | 12,01 | ||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 816 | 348 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 6.700 | 2.857 | |||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 2.401 | 2,21 | 1.024 | -7,92 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 17.674 | 2,98 | 7.536 | -7,23 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 552 | 235 | ||||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 511 | 17,47 | 218 | 5,85 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 4.725 | 1,79 | 2.015 | -8,29 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 18.614 | 33,66 | 7.937 | 20,41 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 1.361 | 6,58 | 580 | -3,97 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 546 | 233 | ||||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 4.333 | 0,05 | 1.850 | -9,85 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 2.861 | 1,02 | 1.220 | -8,96 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 3.032 | 3,41 | 1.293 | -6,85 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.190.695 | 26,37 | 563.556 | 27,69 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.491 | 4,66 | 1.062 | -5,68 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 18.098 | 0,02 | 7.717 | -9,88 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1.524 | 1,94 | 650 | -8,20 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 1.251 | 2,54 | 533 | -7,63 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.987 | 4,44 | 2.127 | -5,93 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 92.111 | 402,02 | 39.276 | 352,28 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 999 | 9,18 | 426 | -1,85 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 722 | 4,64 | 308 | -5,83 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 2.681 | 1,02 | 1.143 | -9,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.798.999 | 0,90 | 767.093 | -9,10 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 1.217 | 576 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 250 | 106 | ||||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 18.087 | 0,51 | 7.712 | -9,45 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.948 | 5,98 | 831 | -4,49 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 17.282 | 0,38 | 7.369 | -9,56 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 89.375 | 27,83 | 38.107 | 15,19 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 1.502 | 120,88 | 640 | 99,38 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 139.702 | 305,24 | 17.259 | 9,59 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 50.876 | 3,01 | 21.694 | -7,20 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 852 | 17,36 | 363 | 5,83 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 41.409 | 0,55 | 17.657 | -9,42 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3.915 | 7,53 | 1.669 | -3,13 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.096 | 894 | ||||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 16.591 | 34,94 | 7.075 | 21,57 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 33.076 | 9,47 | 14.104 | -1,38 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 1.421 | 91,77 | 606 | 72,86 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 241 | 0,84 | 103 | -9,73 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12.603 | 5,20 | 5.374 | -5,27 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 16.560 | 31,91 | 7.061 | 18,85 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20 | 9 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 12.799 | 0,34 | 5.457 | -9,61 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 7.767 | 3 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 1.360 | 0,74 | 580 | -9,25 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 1.100 | 0,55 | 469 | -9,28 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 537.253 | 14,35 | 229.085 | 2,23 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 14.310 | 8,30 | 6.102 | -2,43 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 6.857 | 0,04 | 2.924 | -9,86 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 5.053 | 9,28 | 2.155 | -1,55 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 9.759 | 1,21 | 4.161 | -8,81 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 633 | 22,44 | 0 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.042 | 2,05 | 871 | -8,13 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 852 | 8,40 | 363 | -2,42 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 6.552 | 802 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 36.020 | 13,05 | 15.359 | 1,84 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 301 | 128 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 1.171 | 14,24 | 499 | 2,89 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.494 | 5,96 | 637 | -4,50 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 646 | 276 | ||||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 12.081 | 0,92 | 5.151 | -9,07 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7.959 | 5,75 | 3.393 | -4,72 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 9.940 | 6,48 | 4.239 | -4,07 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.491 | 12,87 | 665 | 5,72 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 21.798 | 5,60 | 9.295 | -4,86 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 272.057 | 0,63 | 116.005 | -9,34 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 44.832 | 198,36 | 19.129 | 168,99 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 71.267 | 2,51 | 30.388 | -7,64 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 74.624 | 0,90 | 31.820 | -9,10 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 314 | 118,06 | 134 | 95,59 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 2.925.449 | 344,88 | 311.853 | 0,20 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 82.959 | 4,82 | 35 | -5,41 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 1.907 | 643 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 3.138 | 4,50 | 1.338 | -5,84 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 664 | 44,03 | 283 | 29,82 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3.063 | 0,07 | 1.306 | -8,49 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 595 | 0,17 | 254 | -9,96 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.570 | 7,27 | 1.528 | -3,05 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 400 | 2,56 | 171 | -7,61 | ||||
| 2026-05-15 | 13F | Brookmont Capital Management | 2.398 | 74,65 | 1.023 | 57,47 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.872 | 1,87 | 2.930 | -8,92 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.348.833 | 1,56 | 2.280.743 | -8,51 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 1.904 | 5,43 | 812 | -5,04 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 385.930 | 288,12 | 41.140 | -12,59 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 22.475 | 0,03 | 9.584 | -9,88 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.494 | 49,70 | 645 | 36,44 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 438 | 491,89 | 189 | 455,88 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 190 | 16,56 | 81 | 5,19 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 179.596 | 18,94 | 76.579 | 7,15 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 35.743 | 24,56 | 15.241 | 12,22 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4.093 | 1.745 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 728 | 20,13 | 310 | 8,39 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.400 | 1 | ||||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 520 | 222 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 85.429 | 12,21 | 36.427 | 1,09 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 1.349 | 0,07 | 575 | -9,87 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 250 | 107 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61.441 | 730,51 | 29.080 | 739,25 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 2.648 | 1.173 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 149.755 | 5,75 | 63.864 | -4,72 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.395 | 2,20 | 1 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 93.934 | 1,16 | 40.054 | -8,86 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2.624.582 | 3,91 | 1.119.122 | -6,39 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 983.920 | 153,24 | 419.544 | 128,15 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 6.993 | 0,03 | 2.982 | -9,89 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 8.943 | 4,56 | 3.813 | -5,81 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 37.046 | 2,93 | 15.797 | -7,27 | ||||
| 2026-05-01 | 13F | Avion Wealth | 388 | 1,31 | 0 | |||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 426 | 0 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 205.098 | 1,07 | 87.454 | -8,94 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 74 | 16 | ||||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 2.040 | 0,10 | 870 | -9,85 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 5.634 | 9,72 | 2.402 | -1,15 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 3.018 | 0,07 | 1.287 | -9,81 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1.337 | 8,79 | 570 | -1,89 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 20.315 | 1,09 | 8.662 | -8,93 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 1.910 | 23,87 | 814 | 11,66 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 84.186 | 3,32 | 35.897 | -6,92 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 37.671 | 2.324,13 | 16.063 | 2.085,44 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 1.400 | 597 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 16.157 | 792,16 | 6.889 | 703,85 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 6.246 | 39,26 | 2.663 | 25,49 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7.049.153 | 1,04 | 3.005.759 | -8,97 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 14.580 | 300,00 | 1.801 | 4,41 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27.647 | 0,26 | 11.789 | -9,68 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 1.715 | 731 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 1.086 | 0,09 | 463 | -9,75 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9.601 | 4.094 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 2.508 | 5,51 | 1.069 | -4,98 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 21.654 | 0,68 | 9.233 | -9,29 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 18.234 | 7,23 | 7.775 | -3,39 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.106 | 24,39 | 1.751 | 12,04 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 77 | 10,00 | 33 | 23,08 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1.463 | 0,21 | 624 | -9,84 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 176 | 329,27 | 75 | 289,47 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 630 | 10,14 | 269 | -0,74 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.633 | 12,62 | 1.123 | 1,45 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 18.234 | 68,49 | 4.431 | -13,51 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 4.743 | 0,02 | 2.022 | -9,89 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 682 | 23,10 | 291 | 10,69 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 5.919 | 2.524 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2.309 | 4,72 | 1 | -100,00 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 6.674 | 457,56 | 2.846 | 402,65 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 1.781 | 2,47 | 759 | -7,66 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 60.568 | 0,34 | 25.826 | -9,60 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 662 | 14,14 | 282 | 2,92 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 59 | 25 | ||||||
| 2026-04-13 | 13F | Clark & Stuart, Inc | 9.052 | 0,09 | 3.860 | -9,84 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 3.217 | 0,94 | 1.372 | -7,61 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 23.244 | 2,45 | 9.911 | -7,70 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 9.782 | 0,04 | 4.171 | -9,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 176.756 | 34,31 | 75.376 | 21,01 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16.873 | 6,16 | 7.195 | -4,36 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 43.184 | 4,93 | 18.413 | -5,47 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.523 | 3,96 | 4.061 | -6,34 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.848 | 0,11 | 788 | -9,85 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2.033 | 6,55 | 867 | -4,10 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 15.583 | 29,22 | 6.645 | 16,42 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1.418 | 0,14 | 605 | -9,85 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 1.048 | 7,49 | 447 | -3,04 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 141.645 | 230,24 | 60 | 566,67 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 1.357 | 8,82 | 581 | -2,02 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 1.824 | 778 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 29.560 | 0,75 | 12.604 | -9,23 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 21.746 | 8,70 | 9.272 | -2,07 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 38.123 | 16,31 | 16.256 | 4,78 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 58.320 | 3,91 | 25.162 | -5,92 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 204.356 | 316,57 | 25.404 | 21,15 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 1.601 | 0,57 | 683 | -9,43 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 700 | 14,94 | 298 | 3,47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.863 | 176,41 | 801 | 151,89 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 16.538 | 26,49 | 0 | |||||
| 2026-05-12 | 13F | GGM Financials LLC | 5.821 | 16,35 | 2.482 | 4,86 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 1.070 | 0,19 | 456 | -9,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3.267 | 3,62 | 1.393 | -6,64 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 562 | 240 | ||||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 51.740 | 4,04 | 22.062 | -6,27 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 1.596 | 7,98 | 681 | -2,72 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 1.545 | 0,06 | 659 | -9,86 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 1.502 | 0,20 | 640 | -9,73 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 118.212 | 2,13 | 50.406 | -7,99 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 21.234 | 0,03 | 9.054 | -9,88 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 1.519 | 9,99 | 648 | -0,92 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 4.445 | 1.895 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4.069 | 12,00 | 1.735 | 0,93 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 74.411 | 318,51 | 8.875 | 6,06 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 588 | 49,62 | 251 | 34,41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.793 | 1.617 | ||||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 888 | 379 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1.384.642 | 0,43 | 590.435 | -9,52 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 675 | 6,30 | 288 | -4,33 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 742 | 0,13 | 320 | -8,57 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 565.705 | 0,07 | 241.217 | -9,85 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.086 | 3,04 | 463 | -7,03 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 2.286 | 13,39 | 975 | 2,10 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 904 | 8,39 | 386 | -2,28 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 933 | 113,50 | 398 | 92,72 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12.063 | 0,59 | 5.144 | -9,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 119.100 | 47,22 | 50.784 | 32,63 | |||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2.578 | 1.099 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8.720 | 0,03 | 3.718 | -9,87 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 3.474 | 0,06 | 1.481 | -9,86 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 1.281 | 0,95 | 546 | -9,00 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 2.322 | 300,34 | 286 | 6,74 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.627 | 0,75 | 1.547 | -9,22 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 360.833 | 2,22 | 153.859 | -7,91 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 4.033 | 0,70 | 1.720 | -8,85 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 493 | 210 | ||||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 23.383 | 1,74 | 10.770 | -0,99 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.655 | 12,21 | 1.223 | 8,24 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 678 | 69,92 | 289 | 53,72 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 9.511 | 0,05 | 4.058 | -9,86 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.607 | 8,76 | 1.112 | -2,03 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 31.648 | 332,94 | 3.792 | 9,63 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.871 | 1,52 | 798 | -8,60 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 18.788 | 0,09 | 8.011 | -9,83 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 7.452 | 0,23 | 3.205 | -8,92 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 42.390 | 0,21 | 18.075 | -9,72 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 8.114 | 184,80 | 3.460 | 156,60 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 13.428 | 11,08 | 5.726 | 0,07 | ||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 504 | 0,20 | 215 | -10,08 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 1.122 | 11,64 | 478 | 0,63 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 876 | 374 | ||||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 988 | 2,07 | 421 | -8,08 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 50.953 | 1,65 | 21.726 | -8,13 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 1.846 | 0,05 | 787 | -9,85 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 498 | 16,08 | 213 | 4,43 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 29.794 | 2,93 | 12.704 | -7,27 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1.662 | 212 | ||||||
| 2026-05-07 | 13F | Alpha Zero LLC | 1.110 | 2,12 | 473 | -7,98 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 69 | 76,92 | 29 | 61,11 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.710 | 0,15 | 1.155 | -9,84 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 3.210 | 3,18 | 1.369 | -7,07 | ||||
| 2026-05-04 | 13F | Camden National Bank | 1.737 | 2,36 | 741 | -7,85 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 3.645 | 13,34 | 1.554 | 2,10 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.534 | 1,23 | 1.933 | -8,82 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 19.285 | 5,61 | 8.223 | -4,86 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.362 | 0,09 | 1.433 | -9,82 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.301 | 0,57 | 981 | -9,42 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 2.697 | 51,52 | 1.150 | 36,58 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 142 | 0,71 | 60 | -9,09 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 543 | 232 | ||||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 3.047 | 0,63 | 1.299 | -9,29 | ||||
| 2026-04-16 | 13F | Friday Financial | 8.329 | 10,86 | 3.551 | -0,11 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 20.036 | 0,36 | 8.543 | -9,59 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.965 | 3,71 | 1.264 | -6,58 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 5.173 | 8,65 | 2.206 | -2,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.502.223 | 1,96 | 639.733 | -8,26 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 3.469 | 1,73 | 1.479 | -8,31 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 1.185 | 15,16 | 505 | 3,70 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 2.922 | 9,40 | 1.246 | -1,50 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 10.732 | 22,02 | 4.576 | 8,87 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 978 | 0,10 | 417 | -9,96 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 767 | 3,37 | 327 | -6,84 | ||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 1.246 | 14,94 | 531 | 3,71 |
