Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares National Muni Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, DV Trading LLC, DV Trading LLC, Veratis Advisors, Inc., EFG International AG, Spartan Wealth Advisory Services LLC, GLR Partners, LLC, Smithbridge Asset Management Inc/de, Stark Wealth Management LLC, Sanchez Gaunt Capital Management, LLC, Archer Investment Management, LLC, Avail Investment Partners, LLC, Safe Harbor Wealth Advisors, LLC, Centerline Wealth Advisors, LLC, Intentional Wealth Strategies, LLC, Catalytic Wealth RIA, LLC, Resolute Wealth Advisor, Inc., Private Advisory Group LLC, Vanguard National Trust Co, und Mainstay Capital Management Llc /adv .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 9.266 | 0,27 | 984 | -0,61 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 7.136 | 764 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 2.691 | 286 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.275 | 5.971,43 | 135 | 6.650,00 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 9.343 | 992 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 51.668 | 33,60 | 5.485 | 32,40 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 5.357 | 82,65 | 569 | 80,89 | ||||
| 2026-04-20 | 13F | 25 Llc | 76.870 | 8,75 | 8.160 | 7,77 | ||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 331.858 | 2,24 | 35.227 | 1,32 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 20.280 | 3,79 | 2.153 | 2,87 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 4.007 | 425 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.161 | 232 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 39.461 | 24,73 | 4.189 | 23,61 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35.195 | 2,83 | 3.736 | 1,91 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 74.306 | 37,14 | 7.888 | 35,91 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 10.370 | 2,04 | 1.101 | 1,10 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 3.015 | 0,33 | 320 | -0,31 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.039 | 2,16 | 110 | 1,85 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 9.343 | 352,45 | 992 | 348,42 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 5.497 | 584 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 27.278 | 2,65 | 2.896 | 1,72 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53.422 | 9,02 | 5.671 | 8,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 59.525 | 48,96 | 6.301 | 47,22 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 20 | 2 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.429 | 2,28 | 895 | 1,36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 30.129 | 7,03 | 3.198 | 6,07 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 233 | 25 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 74.221 | 6,01 | 7.879 | 5,05 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 6.843 | 733 | ||||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 66.059 | 20,79 | 7.012 | 19,72 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.249 | 132,77 | 2.680 | 130,84 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 220 | 78,86 | 23 | 76,92 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 85.564 | 18,95 | 9.155 | 18,83 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 756.078 | 19,30 | 80.258 | 18,23 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11.303 | 14,26 | 1.200 | 13,22 | ||||
| 2026-05-01 | 13F | CV Advisors LLC | 24.666 | 12,86 | 2.618 | 11,88 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 23.650 | 1,28 | 2.510 | 0,36 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2.026 | 215 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 32.894 | 37,04 | 3.492 | 35,84 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 3.340 | 0,03 | 355 | -0,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 613.660 | 4,44 | 65.073 | 3,39 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 104.171 | 58,93 | 11.150 | 58,11 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 100.580 | 43,98 | 10.677 | 42,69 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 488.681 | 6,56 | 51.873 | 5,61 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5.221 | 554 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 75.807 | 28,32 | 8.047 | 27,17 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 5.630 | 3,68 | 598 | 2,75 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 12.023 | 10,84 | 1.284 | 10,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27.050 | 7,67 | 2.871 | 6,69 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 15.455 | 0,05 | 1.641 | -0,85 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 2.054 | 218 | ||||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 4.572 | 0,11 | 490 | 0,62 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 29.949 | 3,27 | 3.179 | 2,35 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 29.603 | 0,02 | 3.142 | -0,88 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 2.178 | 9,72 | 231 | 8,96 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3.459 | 0,52 | 367 | -0,27 | ||||
| 2026-05-12 | 13F | Croban | 28.405 | 20,87 | 3.015 | 19,79 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 35.109 | 117,33 | 3.727 | 115,38 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 10.299 | 2,45 | 1.093 | 1,58 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 12.391 | 11,07 | 1.315 | 10,13 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 38.334 | 0,45 | 4.069 | -0,44 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 3.130 | 19,56 | 332 | 18,57 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 27.532 | 24,43 | 2.923 | 23,29 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 5.443 | 0,52 | 578 | -0,35 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 2.386 | 0,29 | 253 | -0,39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 635.731 | 2,70 | 67.483 | 1,78 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 25.890 | 24,14 | 2.764 | 22,95 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 26.766 | 0,39 | 2.841 | -0,49 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 4.124 | 9,45 | 438 | 7,90 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.893 | 0,53 | 201 | -0,50 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 38.427 | 4,55 | 4.079 | 2,54 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 75.230 | 1,72 | 7.986 | 0,81 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 2.199 | 0,05 | 233 | -0,85 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.232.551 | 0,06 | 555.441 | -0,84 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 54.141 | 80,45 | 5.747 | 78,98 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.535 | 0,51 | 375 | -0,27 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 69 | 7 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 5.037 | 21,99 | 535 | 20,81 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 227.052 | 394,35 | 24.320 | 397,32 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.254 | 12,25 | 239 | 11,16 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.298.929 | 10,65 | 137.881 | 9,66 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 2.398 | 255 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.977.019 | 11,92 | 209.861 | 10,92 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 52.349 | 14,62 | 5.557 | 13,60 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 4.014 | 0,17 | 426 | -0,70 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 14.275 | 2,88 | 1.515 | 1,95 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 5.195 | 1,11 | 551 | 0,18 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 4.379 | 5,37 | 465 | 4,27 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 27.683 | 23,66 | 2.939 | 22,57 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 12.197 | 0,83 | 1.295 | -0,08 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 4.982 | 2,40 | 529 | 1,34 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 800 | 86 | ||||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 2.800 | 0 | ||||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 10.430 | 1.107 | ||||||
| 2026-05-13 | 13F | Bank OZK | 2.999 | 3,45 | 318 | 2,58 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 3.200 | 340 | ||||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 246.898 | 6,86 | 26.208 | 5,90 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 103.592 | 2,62 | 10.996 | 1,70 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 6.624 | 25,48 | 703 | 24,42 | ||||
| 2026-04-29 | 13F | Invested Advisors | 15.572 | 5,32 | 1.653 | 4,36 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 10.725 | 8,68 | 1.138 | 7,77 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 34.862 | 4,75 | 3.701 | 3,82 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 2.322 | 249 | ||||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 260.793 | 220,10 | 27.683 | 217,25 | ||||
| 2026-04-06 | 13F | CX Institutional | 249.006 | 3,61 | 26 | 4,00 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.966 | 0,58 | 315 | -0,32 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 88.144 | 5,87 | 9.356 | 4,92 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 6.255 | 3,22 | 664 | 2,16 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 22.503 | 0,08 | 2.389 | -1,73 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 11.020 | 14,34 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 21.376 | 6,86 | 2.269 | 5,93 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 99.992 | 8,80 | 10.614 | 7,82 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 84.626 | 4,89 | 8.983 | 3,96 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 4.618 | 1,12 | 490 | 0,20 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 42.925 | 4.556 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 50.991 | 47,64 | 5.413 | 46,31 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 9.304 | 16,78 | 988 | 15,71 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 1.514 | 161 | ||||||
| 2026-04-08 | 13F | Exchange Bank | 51.505 | 0,25 | 5.467 | -0,64 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 5.268.267 | 12,28 | 564.285 | 12,93 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 57.691 | 3,91 | 6.124 | 2,98 | ||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 9.051 | 1,94 | 961 | 0,95 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.182 | 13,07 | 869 | 12,00 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 2.931 | 0,76 | 311 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.953.836 | 29,98 | 312.262 | 28,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 339.274 | 3,37 | 36.014 | 2,44 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 864.554 | 1,95 | 91.764 | 1,03 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 8.548 | 62,60 | 916 | 63,69 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 18.186 | 38,32 | 1.930 | 37,07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 255.935 | 11,84 | 27.167 | 10,84 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 2.871 | 305 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 2.318 | 0,26 | 246 | -0,40 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 4.077 | 9,69 | 433 | 8,54 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 100.360 | 1,25 | 10.653 | 0,34 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5.687.268 | 603.703 | ||||||
| 2026-05-13 | 13F | WealthCollab, LLC | 100.225 | 7,31 | 10.639 | 6,35 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 14.034 | 201,29 | 1.490 | 199,00 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.744 | 3,03 | 397 | 2,06 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 7.775 | 290,51 | 825 | 287,32 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 50.589 | 17,57 | 5.370 | 16,54 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 122 | 159,57 | 13 | 140,00 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 12.484 | 45,45 | 1.325 | 44,18 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 2.140 | 12,87 | 227 | 11,82 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 13.890 | 0,01 | 1.474 | -0,87 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 150.604 | 133,04 | 15.901 | 129,70 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 16.374 | 4,47 | 1.738 | 3,58 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.414 | 28,12 | 2.167 | 26,96 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 4.864 | 72,42 | 516 | 70,86 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 107.875 | 0,61 | 11.451 | -0,30 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 988 | 105 | ||||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 1.227 | 12,05 | 130 | 11,11 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 21.994 | 1,44 | 2.335 | 0,52 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 81.263 | 3,63 | 8.626 | 2,71 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 927.175 | 9,63 | 98.430 | 8,64 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 47.191 | 34,75 | 5.009 | 33,54 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.461 | 17,67 | 585 | 18,22 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 709 | 75 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 4.583 | 20,51 | 486 | 19,41 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 8.464 | 0,26 | 898 | -0,66 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 69.954 | 639,55 | 7.426 | 632,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 388.834 | 13,62 | 41 | 13,89 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.256 | 3,79 | 346 | 2,68 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 22.394 | 43,10 | 2.377 | 41,83 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3.294 | 0,76 | 354 | 0,86 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.933 | 417 | ||||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 2.418 | 257 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.070.265 | 7,11 | 113.608 | 6,13 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 30.455 | 0,15 | 3.233 | -0,77 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 5.366 | 5,90 | 575 | 6,49 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 2.577 | 17,14 | 274 | 15,68 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 22.680 | 4,86 | 2.407 | 3,93 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 679 | 0,44 | 72 | 0,00 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 87.894 | 3,94 | 9.330 | 3,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3.643 | 509,20 | 387 | 503,13 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 15.794 | 1,01 | 1.677 | 0,12 | ||||
| 2026-05-12 | 13F | ESG Planning | 156.224 | 2,57 | 16.583 | 1,66 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 5.415 | 13,50 | 575 | 12,33 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 2.560 | 0,35 | 272 | -0,73 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 1.946 | 209 | ||||||
| 2026-04-28 | 13F | Busey Wealth Management | 7.354 | 66,04 | 781 | 64,56 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 14.000 | 36,01 | 1.486 | 34,85 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 238.263 | 4,01 | 25.292 | 3,07 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 184.811 | 1,91 | 19.852 | 1,91 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 6.811 | 723 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 66.390 | 7,77 | 7.111 | 8,42 | ||||
| 2026-04-28 | 13F | Dividend Asset Capital, Llc | 4.362 | 463 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 241.317 | 12,06 | 26.009 | 12,52 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 143.880 | 23,52 | 15.304 | 23,38 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.169.211 | 166,64 | 124.112 | 164,26 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 5.100 | 155,00 | 541 | 155,19 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3.445 | 366 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 65.130 | 6,72 | 6.914 | 5,77 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25.168 | 54,34 | 2.672 | 52,98 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5.293 | 126,10 | 562 | 124,40 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.180 | 7,21 | 1.505 | 6,29 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 3.600 | 2,86 | 382 | 2,14 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 17.374 | 6,63 | 1.844 | 5,67 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2.977 | 316 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 13.965 | 2,32 | 1.482 | 1,44 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11.599 | 1.231 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 31.123 | 0,53 | 3.304 | -0,36 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 8.312 | 0,07 | 882 | -0,79 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.652 | 97,68 | 812 | 96,14 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.489 | 77,90 | 158 | 77,53 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 116 | 0,87 | 12 | 0,00 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 6.112 | 8,22 | 649 | 7,28 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 16.618 | 2,23 | 1.764 | 1,32 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 260.726 | 10,27 | 27.676 | 9,29 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 3.453 | 0,20 | 367 | -0,81 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 861 | 8,17 | 91 | 7,06 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 94.512 | 2,34 | 10.032 | 1,43 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2.201 | 234 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 4.972 | 41,37 | 1 | |||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 38.761 | 15,24 | 4.114 | 14,21 | ||||
| 2026-04-15 | 13F | Motive Wealth Advisors | 45.965 | 5,35 | 4.879 | 4,41 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 120.918 | 4,99 | 12.835 | 4,05 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 2.500 | 268 | ||||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 3.722 | 1,14 | 394 | 0,51 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 11.278 | 15,06 | 1.197 | 14,11 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 29.393 | 20,74 | 3.120 | 19,68 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 140.396 | 7,91 | 14.875 | 6,74 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 7.197 | 2,27 | 764 | 1,33 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 2.556 | 271 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.211 | 1,78 | 553 | 0,91 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17.493 | 0,53 | 1.857 | -0,38 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 271.681 | 6,83 | 28.839 | 5,87 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 586 | 62 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 336.951 | 271,05 | 35.767 | 267,75 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 41.467 | 12,62 | 4.402 | 11,62 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 66.561 | 4,88 | 7.068 | 3,77 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 19.031 | 2.057 | ||||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 45.661 | 0,04 | 4.847 | -1,32 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 10.645 | 5,50 | 1.130 | 4,54 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 652.281 | 29,66 | 69.240 | 28,50 | ||||
| 2026-01-29 | 13F | Comerica Bank | 407.499 | 2,06 | 43.647 | 2,65 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 688.600 | 178,00 | 73.095 | 175,50 | |||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 385.993 | 1,08 | 40.973 | 0,18 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 336.900 | 93,96 | 35.762 | 92,21 | |||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.468 | 580 | ||||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 5.734 | 0,03 | 609 | -0,82 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 51.606 | 2,45 | 5.478 | 1,52 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 18.247 | 20,09 | 1.940 | 19,18 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 6.001 | 3,39 | 637 | 2,58 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.271.750 | 4,44 | 134.995 | 3,50 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 10.516 | 85,99 | 1.116 | 84,46 | ||||
| 2026-04-22 | 13F | Vicus Capital | 183.680 | 4,07 | 19.498 | 3,14 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.108.214 | 2,89 | 223.771 | 1,96 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 40.729 | 21,09 | 4.323 | 20,02 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 104.621 | 1,61 | 11.105 | 0,46 | ||||
| 2026-04-27 | 13F | Vavra Capital Management, LLC | 7.442 | 14,19 | 790 | 13,04 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 13.511 | 0,28 | 1.434 | -0,62 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 60.880 | 22,22 | 6.521 | 22,93 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.131 | 1,59 | 651 | 0,62 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 916.625 | 93,63 | 97.300 | 91,89 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2.618 | 278 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 2.434 | 29,74 | 258 | 29,00 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 3.812 | 3,78 | 405 | 2,80 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 255 | 22,01 | 27 | 22,73 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 63.178 | 35,59 | 6.706 | 34,39 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 686 | 3,94 | 73 | 2,86 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 25.318 | 11,41 | 2.688 | 10,39 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 21.808 | 1,71 | 2.315 | 0,78 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 200 | 21 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 2.931 | 56,49 | 311 | 55,50 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 5.207 | 18,18 | 553 | 17,20 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 8.813 | 17,30 | 936 | 16,29 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 4.094 | 2,50 | 435 | 1,64 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.715 | 179,95 | 395 | 177,46 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 4.572 | 1,37 | 485 | 0,41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 248.787 | 7,04 | 26.409 | 6,09 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 436 | 14,74 | 46 | 15,00 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 20.856 | 2 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 392.889 | 41,98 | 42 | 41,38 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 5.110 | 7,58 | 542 | 6,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.409 | 21,24 | 256 | 20,28 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1.063 | 2,90 | 113 | 1,82 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9.004 | 11,57 | 956 | 10,53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 54.713 | 1,19 | 5.808 | 0,28 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 510 | 0,39 | 54 | 0,00 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 58.409 | 5,42 | 6.200 | 4,48 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 129.797 | 0,21 | 13.778 | -0,70 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 2.043 | 0,74 | 217 | -0,46 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2.242 | 5,41 | 238 | 4,41 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 343 | 36 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 5.063 | 537 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 3.555 | 5,93 | 377 | 5,01 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 46.591 | 2,92 | 4.946 | 2,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.295 | 4,88 | 881 | 3,90 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 468 | 50 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 359.320 | 0,81 | 38.142 | -0,10 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 2.611 | 277 | ||||||
| 2026-04-16 | 13F | True Vision MN LLC | 55.118 | 17,17 | 5.851 | 16,12 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 229.796 | 5,31 | 24.597 | 5,24 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13.520 | 41,82 | 1.435 | 40,55 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 48.011 | 3,61 | 5.097 | 2,68 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 4.416 | 12,40 | 469 | 11,43 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 24.249 | 7,67 | 2.574 | 6,72 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 39.438 | 5,82 | 4.186 | 4,89 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 99.163 | 21,66 | 10.526 | 20,57 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 52.415 | 22,90 | 5.564 | 21,78 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 11.102 | 4,28 | 1.178 | 3,33 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 11.455 | 2,57 | 1.216 | 1,59 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 3.068 | 23,66 | 326 | 22,64 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 40.967 | 0,35 | 4.349 | -0,55 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 106 | 21,84 | 11 | 22,22 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5.527 | 0,02 | 587 | -1,01 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 97.569 | 10.357 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 168.516 | 12,62 | 17.888 | 11,61 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 12.074 | 42,40 | 1.282 | 40,46 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 438.228 | 52,13 | 46.516 | 50,78 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 30.541 | 21,00 | 3.242 | 19,90 | ||||
| 2026-04-02 | 13F | Stairway Partners, LLC | 173.332 | 0,09 | 18.399 | -0,80 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 171.240 | 35,50 | 18.177 | 34,29 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 233.162 | 11,59 | 25 | 9,09 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 25.511 | 6,70 | 2.708 | 5,74 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 26.965 | 4,14 | 2.862 | 3,21 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 35.372 | 15,87 | 3.755 | 14,84 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 326.937 | 33,42 | 34.704 | 31,46 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 207.750 | 24,77 | 22.053 | 23,64 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 60.169 | 27,78 | 6.387 | 26,63 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 15.458 | 142,55 | 1.641 | 140,47 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 52.980 | 17,39 | 5.624 | 16,35 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 134 | 14 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 375.769 | 4,19 | 40 | 2,63 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 12.720 | 499,43 | 1.352 | 495,59 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 7.998 | 163,79 | 849 | 161,73 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 7.268 | 3,53 | 771 | 2,66 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 3.399 | 0,35 | 361 | -0,55 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 5.798 | 1,86 | 620 | 0,98 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 13.501 | 13,49 | 1.433 | 12,48 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 8.006 | 0,29 | 850 | -0,70 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 16.446 | 42,54 | 1.746 | 41,30 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 12.933 | 4,89 | 1.373 | 3,94 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 6.036 | 7,44 | 641 | 6,49 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 50.625 | 5,43 | 5.374 | 4,49 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7.477 | 25,81 | 794 | 24,69 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 13.710 | 11,32 | 1.464 | 10,25 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.198.803 | 15,30 | 128.125 | 15,67 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 435.863 | 2,76 | 46.267 | 1,84 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 26.799 | 379,58 | 2.845 | 375,59 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 244 | 26 | ||||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 6.640 | 705 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 55.794 | 6,39 | 5.922 | 5,43 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 63.987 | 17,16 | 7 | 20,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3.184 | 15,99 | 338 | 14,63 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 424 | 45 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 50.823 | 4,53 | 5.395 | 3,59 | ||||
| 2026-05-11 | 13F | Commerce Bank | 307.511 | 5,16 | 32.642 | 4,22 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 69.324 | 10,31 | 7.359 | 9,32 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 18.204 | 21,05 | 1.932 | 20,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.953 | 21,32 | 313 | 20,38 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 808 | 4,80 | 86 | 3,66 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 5.438 | 8,54 | 577 | 7,65 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 2.892 | 0,24 | 307 | -0,65 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 6.362 | 122,92 | 682 | 121,82 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 9.728 | 50,17 | 1.033 | 48,92 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.352 | 36,49 | 1.205 | 35,28 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 1.389 | 0,51 | 0 | |||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 26.852 | 4,40 | 2.850 | 3,45 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 416.280 | 3,18 | 44.188 | 2,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 29.580 | 20,39 | 3.168 | 21,10 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 7.505 | 32,53 | 797 | 31,35 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 8.824 | 246,31 | 937 | 241,61 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 2.807 | 2,56 | 298 | 1,37 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 13.788 | 1,62 | 1.464 | 0,69 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 230.565 | 2,79 | 24.474 | 1,87 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 542.700 | 10,42 | 57.608 | 9,43 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 29.874 | 0,11 | 3.171 | -0,78 | ||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 16.628 | 2,01 | 1.765 | 1,15 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 254 | 27 | -3,70 | |||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 350.848 | 6.247,89 | 37.258 | 6.204,23 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 111.456 | 28,10 | 11.831 | 26,96 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 38.167 | 6,77 | 4.052 | 5,83 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 3.949 | 13,97 | 419 | 12,94 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 5 | 25,00 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10.008.488 | 0,73 | 1.062.401 | -0,18 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 38.744 | 13,91 | 4.113 | 12,87 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 86.198 | 546,16 | 8.998 | 899.700,00 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 77.162 | 7,32 | 8.191 | 6,36 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 6.263 | 0,66 | 665 | -0,30 | ||||
| 2026-04-13 | 13F | Trust Co | 314.946 | 3,42 | 33.431 | 2,50 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 15.012 | 0,09 | 1.593 | -0,81 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 152.237 | 5,68 | 16.160 | 4,73 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 55.741 | 16,57 | 5.917 | 15,52 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 150.771 | 0,01 | 16.004 | -0,89 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2.305 | 0,66 | 245 | -0,41 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 33.579 | 1,71 | 3.564 | 0,79 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 9.273 | 0,60 | 984 | -0,30 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 25.993 | 271,81 | 2.759 | 266,89 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.281.826 | 27,52 | 242.216 | 26,38 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 8.313 | 24,76 | 882 | 23,70 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.350 | 18,83 | 1.417 | 18,48 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6.784 | 7,68 | 1 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 4.001 | 5,79 | 425 | 4,69 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 188.213 | 19,84 | 19.979 | 18,77 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 141.346 | 8,70 | 15.004 | 7,73 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 78.905 | 0,83 | 8.452 | 1,42 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 33.470 | 6,17 | 3.553 | 5,24 | ||||
| 2026-05-15 | 13F | EFG International AG | 47.168 | 5.007 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 781.060 | 0,37 | 82.910 | -0,53 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 130.874 | 161,75 | 13.892 | 159,42 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 241 | 79,85 | 26 | 78,57 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 34.494 | 0,80 | 3.662 | -0,11 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 532.745 | 11,80 | 56.636 | 10,96 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 101.343 | 88,87 | 10.758 | 87,18 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | Put | 800.000 | 84.920 | |||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.250 | 0,54 | 239 | -0,42 | ||||
| 2026-04-24 | 13F | United Community Bank | 800 | 85 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 49.581 | 111,47 | 5.263 | 109,60 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 6.056 | 2,91 | 643 | 1,90 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 2.618 | 278 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 10.020 | 13,73 | 1.064 | 12,73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 8.903.359 | 5,60 | 945.092 | 4,65 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 111.348 | 10,11 | 11.820 | 9,13 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 3.906 | 11,00 | 415 | 10,11 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 3.529 | 375 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 936 | 99 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 25.755 | 0,84 | 2.734 | -0,07 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 2.655 | 18,00 | 282 | 17,08 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4.759 | 0,78 | 505 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 14.145 | 81,44 | 1.501 | 79,76 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 176.705 | 32,69 | 18.757 | 31,50 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 3.728 | 93,96 | 396 | 92,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.621 | 10,51 | 1.340 | 9,48 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 19.854 | 8,80 | 2.127 | 9,42 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 10.933 | 1.161 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 25.433 | 0,93 | 2.700 | 0,04 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2.193 | 233 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 7.644 | 0,18 | 811 | -0,73 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 5.345 | 4,64 | 567 | 4,42 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 233.401 | 5,35 | 24.776 | 4,41 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 7.571 | 6,74 | 804 | 5,80 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 2.933 | 0,45 | 314 | 0,64 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 4.235 | 2,64 | 450 | 1,81 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7.407 | 51,19 | 786 | 50,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 14.470 | 1.536 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 2.188 | 9,78 | 232 | 8,92 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 35.907 | 23,86 | 3.812 | 22,74 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 70.716 | 8,01 | 7.507 | 7,05 | ||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 23.226 | 4,82 | 2.465 | 3,88 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 122.531 | 10,69 | 13.007 | 9,69 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5.016 | 4,65 | 532 | 3,70 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 95.105 | 31,12 | 10.095 | 29,96 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 3.401 | 0,15 | 361 | -0,83 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20.643 | 180,70 | 2.191 | 178,40 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.220 | 0,06 | 342 | -0,87 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 339.977 | 0,02 | 36.089 | -0,88 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 19.263 | 7,11 | 2.045 | 6,13 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.861.748 | 0,47 | 306.522 | 101.062,05 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.301 | 161,77 | 138 | 160,38 | ||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 2.702 | 0,04 | 287 | -1,04 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 9.092 | 61,26 | 965 | 60,03 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 1.968 | 209 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 295.321 | 9,22 | 31.348 | 8,24 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 116.919 | 11,46 | 12.411 | 10,46 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 50.402 | 2,17 | 5.409 | 1,96 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 27.362 | 4,22 | 2.905 | 3,27 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 38.749 | 0,58 | 4.113 | -0,32 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 64.584 | 13,02 | 6.856 | 12,01 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 23.403 | 2.484 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 215.352 | 10,65 | 22.860 | 9,66 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 33.470 | 31,90 | 3.572 | 31,43 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 8.567 | 1,37 | 909 | 0,44 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.045 | 9,28 | 748 | 8,26 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 3.490 | 0,52 | 371 | -0,27 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.079.334 | 115 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 20.453 | 33,48 | 2.188 | 33,33 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 5.030 | 6,46 | 534 | 5,34 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 5.893 | 158,01 | 626 | 156,15 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 6.886 | 145,23 | 731 | 143,33 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 11.195 | 58,12 | 1.192 | 56,71 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 22.602 | 12,16 | 2.399 | 11,17 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 93.460 | 0,97 | 9.930 | 0,04 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.872 | 1.709,35 | 411 | 1.768,18 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 91.210 | 21,76 | 9.682 | 20,67 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 4.100 | 435 | |||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 21.201 | 2,05 | 2.251 | 1,12 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 8.937 | 121,82 | 949 | 119,95 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 85 | 9 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 35.956 | 2,28 | 3.817 | 1,35 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 12.586 | 319,95 | 1.336 | 316,20 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 298.694 | 4,79 | 31.706 | 3,86 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 2.460 | 16,48 | 261 | 15,49 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 5.517 | 54,36 | 586 | 53,14 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 617 | 65 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4.277 | 454 | ||||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 785 | 83 | ||||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 23.747 | 14,94 | 2.521 | 13,87 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 19.415 | 23,78 | 2.061 | 22,62 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 2.320 | 0 | ||||||
| 2026-04-03 | 13F | Coastline Trust Co | 16.439 | 19,42 | 1.745 | 18,39 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 97.013 | 1,19 | 10.298 | 0,27 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 107.021 | 8,37 | 11.360 | 7,39 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 133.357 | 121,83 | 14.156 | 119,83 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 6.297 | 668 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 250.587 | 4,02 | 26.600 | 3,08 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 18.780 | 7,19 | 1.994 | 6,24 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 15.508 | 630,82 | 1.646 | 625,11 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 2.127 | 1,14 | 226 | 0,00 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 30.000 | 3,45 | 3.184 | 2,51 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 40.062 | 2,09 | 4.253 | 1,17 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 24.596 | 3,05 | 2.611 | 2,11 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 58 | 241,18 | 6 | 500,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 57 | 216,67 | 6 | 500,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 18.943 | 2.011 | ||||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 11.724 | 0,15 | 1.245 | -0,72 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 767.535 | 9,19 | 81.474 | 8,21 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 25.080 | 4,07 | 2.662 | 3,14 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 4.153 | 77,71 | 441 | 76,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 24.261 | 13,87 | 2.575 | 12,84 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 5.004 | 2,50 | 1 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 510 | 5,81 | 54 | 5,88 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.709.555 | 0,38 | 498.977 | -0,71 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 425 | 45 | ||||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 17.715 | 17,01 | 1.880 | 15,98 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 7.060 | 749 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 296.178 | 0,44 | 31.439 | -0,47 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.210.936 | 14,90 | 340.841 | 13,87 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 6.969 | 4,48 | 740 | 3,50 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 213.593 | 19,57 | 22.673 | 18,50 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 11.002 | 10,12 | 1.168 | 9,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 645.815 | 0,21 | 68.553 | -0,69 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2.092 | 222 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 40.164 | 1.874,63 | 4.263 | 1.864,52 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 7.235 | 767 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 5.595 | 67,51 | 594 | 66,11 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 362.236 | 29,98 | 38.451 | 28,81 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 3.708 | 0,52 | 394 | -0,51 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 32.864 | 15,19 | 3.489 | 14,17 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 35.301 | 393,31 | 3.747 | 389,16 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.705 | 0,13 | 1.242 | -0,80 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14.435 | 40,61 | 1.545 | 40,58 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 18.973 | 0,09 | 2.014 | -0,84 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 43.180 | 6,33 | 4.584 | 5,38 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.392 | 215,98 | 254 | 212,35 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 27.011 | 2,35 | 2.867 | 1,45 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 4.055 | 23,44 | 430 | 22,51 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15.873 | 21,02 | 1.685 | 19,94 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 177 | 0,57 | 19 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 216.809 | 869,37 | 23.014 | 860,92 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 133.225 | 7,69 | 14.142 | 6,72 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 8.741 | 4,82 | 928 | 3,81 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 6.476 | 26,29 | 687 | 25,14 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 14.708 | 1,11 | 1.561 | 0,19 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 73.811 | 60,27 | 7.906 | 61,19 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4.131 | 9,11 | 439 | 8,15 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 6.149 | 4,24 | 653 | 3,33 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 39.213 | 32,86 | 4.162 | 31,67 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 12.522 | 18,69 | 1.329 | 17,71 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 41.330 | 0,02 | 4.400 | -0,99 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 58.867 | 59,69 | 6.249 | 58,26 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.027 | 6,66 | 321 | 5,94 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 13.510 | 1.434 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 409.195 | 149,64 | 43.817 | 149,56 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 2.093 | 222 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24 | 300,00 | 3 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2.768 | 1,88 | 294 | 0,34 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 11.552 | 1,23 | 1.226 | 0,33 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4.119 | 10,93 | 437 | 10,08 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 8.385 | 3,39 | 890 | 2,53 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 8.759 | 5,59 | 930 | 4,62 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.762.384 | 5,97 | 1.248.577 | 5,02 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 42.113.660 | 12,75 | 4.470.365 | 11,74 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 2.186 | 3,45 | 232 | 2,21 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 54.305 | 10,91 | 5.764 | 9,92 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 650.618 | 198,04 | 69.063 | 195,38 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 46.992 | 12,31 | 4.988 | 11,31 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 2.585 | 0 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 7.055 | 13,28 | 749 | 12,14 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 525.436 | 3,53 | 55.775 | 2,60 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 22.159 | 5,88 | 2.352 | 4,95 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 27.933 | 11,23 | 2.965 | 10,26 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 134.039 | 2,23 | 14.228 | 1,32 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 4.892 | 519 | ||||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 10.021 | 0,18 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 143.747 | 4,82 | 15.259 | 3,88 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.933 | 139,00 | 524 | 136,65 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 11.278 | 136,49 | 1.197 | 134,71 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 40.497 | 13,73 | 4.299 | 12,72 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 11.165 | 14,48 | 1.185 | 13,51 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 55.847 | 2,13 | 5.928 | 1,21 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 21.862 | 8,14 | 2.339 | 8,04 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.726 | 112,52 | 926 | 110,93 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 9.825 | 1.052 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 22.845 | 12,89 | 2.425 | 11,86 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 3.354 | 356 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 39.777 | 3,95 | 4.261 | 3,37 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.332 | 19,78 | 143 | 20,34 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 26.759 | 7,33 | 2.840 | 6,37 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 4.935 | 30,69 | 524 | 29,46 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 7.318 | 777 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 9.828 | 1,24 | 1.043 | 0,00 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.297 | 11,34 | 244 | 10,45 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 11.000 | 11,29 | 1.168 | 10,30 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.483 | 266 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 9.756 | 336,90 | 1.036 | 333,05 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 8.680 | 12,38 | 921 | 11,37 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 95.192 | 4,99 | 10.105 | 4,05 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.375 | 280,82 | 1.211 | 279,31 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 6.498 | 8,28 | 690 | 7,32 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17.695 | 17,73 | 1.878 | 16,72 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 7.283 | 5,11 | 773 | 4,18 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 2.930 | 311 | ||||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3.545 | 3,05 | 376 | 2,17 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.953 | 3,88 | 207 | 2,99 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.182 | 0,26 | 444 | -0,67 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 74.516 | 93,65 | 7.910 | 91,92 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 3.290 | 0,52 | 349 | -0,29 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 266.664 | 9,65 | 28 | 7,69 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 136.864 | 84,35 | 14.528 | 82,72 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 22.958 | 30,67 | 2.437 | 29,56 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 380.909 | 39,79 | 40.433 | 38,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.196.889 | 4,22 | 339.350 | 3,29 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 18.197 | 3,91 | 1.932 | 2,99 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 104.038 | 9,89 | 11.061 | 9,08 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.284 | 54,55 | 455 | 53,38 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 53.101 | 5.756 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 63.807 | 39,36 | 6.773 | 38,11 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 12.982 | 6,23 | 1.378 | 5,35 | ||||
| 2026-05-15 | 13F | Wit, Llc | 65.922 | 6,36 | 6.998 | 5,41 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 5.140 | 89,32 | 546 | 87,93 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 235.253 | 9,05 | 24.972 | 8,08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.471 | 10,57 | 3.871 | 9,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 7.622.993 | 211,70 | 809.181 | 208,90 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 190.500 | 115,01 | 20.222 | 113,10 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 515 | 442,11 | 55 | 440,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 2.461 | 28,38 | 261 | 27,32 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9.357.674 | 9,46 | 993.317 | 8,48 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 35.185 | 21,27 | 3.735 | 20,18 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 5.164 | 5,45 | 548 | 4,58 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 328 | 38,98 | 35 | 36,00 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 15.818 | 10,54 | 1.679 | 9,60 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 24.652 | 90,05 | 2.617 | 88,34 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 4.822 | 0,50 | 512 | -0,39 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 13.063 | 1,99 | 1.387 | 1,09 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 3.056 | 8,52 | 324 | 7,64 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 189.235 | 53,58 | 20.087 | 52,21 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 566.374 | 5,80 | 60.120 | 4,85 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 53 | 1.666,67 | 6 | |||||
| 2026-05-12 | 13F | One Capital Management, LLC | 1.606.330 | 7,10 | 170.512 | 6,14 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 320 | -13,98 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 472.473 | 1,48 | 50.441 | 0,64 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 16.398 | 14,63 | 1.741 | 13,58 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 46.735 | 5,50 | 4.961 | 4,55 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 175.355 | 2,41 | 18.614 | 1,49 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 11.216 | 8,59 | 1.191 | 7,59 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 54.337 | 25,01 | 5.757 | 23,67 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.865 | 0,39 | 410 | -0,49 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 42.769 | 7,03 | 4.540 | 6,05 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 989 | 105 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 706.540 | 8,83 | 74.999 | 7,85 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 14.079 | 2,80 | 1.494 | 1,91 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 46.792 | 2,57 | 4.967 | 1,64 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 16.415 | 0,46 | 1.742 | -0,46 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 5.383 | 0,52 | 571 | -0,87 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 34.403 | 3.652 | ||||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 10.924 | 2,28 | 1.160 | 1,40 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 80.408 | 12,38 | 8.535 | 11,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 19.944 | 14.783,58 | 2.117 | 15.021,43 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 194.908 | 7,25 | 20.927 | 7,52 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 47.229 | 21,50 | 5.013 | 20,42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 122.041 | 0,55 | 12.955 | -0,35 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 7.753 | 56,63 | 823 | |||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 8.791 | 34,23 | 933 | 33,10 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.678 | 1,74 | 390 | 0,78 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 2.559 | 272 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 151.355 | 2,38 | 16.066 | 1,47 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 28.338 | 11,82 | 3.008 | 10,83 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 77.349 | 3,23 | 8.211 | 2,31 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 99.281 | 3,06 | 10.678 | 4,03 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 23.315 | 50,54 | 2.475 | 49,22 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 1.976 | 210 | ||||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 26.953 | 3,31 | 2.861 | 2,40 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 3.088 | 328 | ||||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 16.752 | 100,00 | 1.785 | 98,89 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 12.429 | 5,08 | 1.319 | 4,19 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 3.934 | 0,54 | 418 | -0,48 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 159.577 | 13,83 | 16.939 | 12,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 10.614 | 1.127 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 17.793 | 8,30 | 1.889 | 7,33 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.419 | 672,84 | 257 | 675,76 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 2.201 | 4,02 | 234 | 3,10 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 429 | 11,43 | 46 | 9,76 | ||||
| 2026-04-10 | 13F | Novem Group | 9.085 | 964 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2.600 | 39,04 | 276 | 38,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8.100 | 30,50 | 860 | 29,37 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 6.352 | -46,07 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.938 | 207 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 6.872 | 116,37 | 729 | 114,41 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 234.613 | 20,26 | 24.904 | 19,18 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 152.802 | 19,28 | 16.220 | 18,21 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3.698 | 14,28 | 393 | 13,29 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 12.298 | 22,04 | 1.305 | 20,95 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 30.079 | 5,22 | 3.193 | 4,25 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 266.033 | 17,47 | 28.239 | 16,42 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.524 | 108,63 | 693 | 107,19 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 2.562 | 0,04 | 272 | -1,09 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.697 | 499 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 19.583.732 | 3,13 | 2.079 | 2,16 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 3.231 | 0,28 | 343 | -0,58 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 351.964 | 29,08 | 37.361 | 27,92 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 14.439 | 1.533 | ||||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 13.896 | 191,93 | 1.475 | 189,78 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 128.303 | 1,89 | 13.743 | 2,48 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 2.090 | 222 | ||||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 54.940 | 3,49 | 5.832 | 2,57 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 16.567 | 2,45 | 1.759 | 1,50 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 360.475 | 5,79 | 38.264 | 4,84 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 44.800 | 4.756 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 173 | 18 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 274.100 | 29.096 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 48.467 | 11,07 | 5.145 | 10,08 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.677.093 | 2,34 | 284.173 | 1,42 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.657 | 6,35 | 176 | 5,42 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 50.299 | 3,49 | 5.339 | 2,57 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 31.662 | 5,78 | 3.361 | 4,80 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 102.594 | 18,66 | 10.890 | 17,60 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 71.502 | 12,91 | 7.590 | 11,90 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10.076 | 23,25 | 1.070 | 22,17 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 59.525 | 48,96 | 6.319 | 47,62 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 26.181 | 11,58 | 2.779 | 10,58 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 7.038 | 21,09 | 747 | 20,10 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 261.266 | 10,00 | 27.733 | 9,01 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 89.483 | 11,00 | 9.499 | 10,01 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 8.376 | 8,77 | 889 | 7,89 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 87.318 | 23,75 | 9.269 | 22,64 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 64.903 | 0,37 | 6.889 | -0,53 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 2.329 | 247 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 30.144 | 5,99 | 3.200 | 5,02 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 124.010 | 30,25 | 13.164 | 29,09 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 10.701 | 35,64 | 1.136 | 34,32 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 4.145 | 49,32 | 440 | 47,81 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 10.403 | 1.104 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 4.008 | 425 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 15.224 | 48,69 | 1.616 | 47,45 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 18.175 | 108,81 | 1.929 | 106,97 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 847.619 | 7,98 | 89.975 | 7,02 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.262 | 0,42 | 452 | -0,44 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 2.250 | 12,50 | 239 | 11,21 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 298 | 9.833,33 | 32 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 5.146 | 13,82 | 546 | 12,81 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 2.522 | 14,64 | 268 | 13,62 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 4.569 | 2,24 | 485 | 1,26 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 23.453 | 2.490 | ||||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 7.416 | 0,46 | 787 | -0,38 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 58.494 | 4,03 | 6.209 | 3,11 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 526.425 | 18,25 | 55.880 | 17,19 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 2.926 | 311 | ||||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 36.909 | 21,08 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 65.262 | 1,02 | 6.928 | 0,12 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 8.497 | 0,15 | 902 | -0,77 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 28.517 | 1,60 | 3.027 | 0,70 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 24.669 | 0,69 | 2.619 | -0,23 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 751.600 | 9,26 | 79.782 | 109.190,41 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.152 | 0 | ||||||
| 2026-05-07 | 13F | Little House Capital Llc | 7.550 | 40,05 | 801 | 38,82 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 3.191 | 1,01 | 339 | 0,00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 802 | 5,11 | 85 | 4,94 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5.174 | 11,32 | 549 | 10,46 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 4.760 | 161,25 | 505 | 158,97 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 8.845 | 21,97 | 939 | 20,88 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 334.925 | 35.552 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 237 | 25 | ||||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 14.713 | 14,98 | 1.562 | 13,94 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 20.209 | 22,84 | 2.145 | 20,91 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 20.222 | 8,24 | 2.147 | 7,25 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 87.338 | 0,59 | 9.271 | -0,31 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 26.822 | 16,66 | 2.847 | 15,64 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 63.275 | 17,67 | 6.717 | 16,62 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 16.736 | 1.777 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 26.608 | 1,12 | 2.824 | 0,21 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 204.335 | 5,08 | 21.690 | 4,14 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 3.461 | 8,50 | 367 | 7,62 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 5.007 | 24,55 | 531 | 24,07 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 9.047 | 29,78 | 960 | 28,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 842.713 | 8,95 | 89.454 | 7,98 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.066 | 5,06 | 1 | |||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 112.382 | 3,40 | 11.929 | 2,47 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 2.177 | 231 | ||||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 3.938 | 2,47 | 418 | 1,70 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 19.226 | 38,49 | 2.041 | 37,28 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 35.277 | 0,10 | 3.779 | 0,75 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 2.246 | 238 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16.704.651 | 17,78 | 1.772.963 | 16,71 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3.860 | 2,14 | 410 | 1,24 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 105.536 | 8,62 | 11.239 | 10,71 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 141.172 | 4,47 | 14.985 | 3,53 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 212.459 | 1,06 | 22.568 | 0,23 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 21.572 | 21,99 | 2.290 | 20,86 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 1.073 | 49,65 | 114 | 48,68 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 49.626 | 1,54 | 5.268 | 0,63 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 160 | 0,63 | 17 | -5,88 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 16.553 | 0,04 | 1.757 | -0,85 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9.544 | 1.013 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 537.049 | 377,76 | 57.008 | 373,48 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 5.852 | 33,33 | 621 | 32,13 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 12.112 | 0,06 | 1.296 | -0,08 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 373.962 | 18,00 | 39.696 | 16,94 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.798 | 615 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 16.580 | 3,83 | 1.760 | 2,87 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 34.135 | 8,61 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3.326 | 72,87 | 353 | 71,36 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 638 | 29,15 | 68 | 28,85 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 23.079 | 2,06 | 2.450 | 1,11 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 113.782 | 2,18 | 12.078 | 1,27 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 28.269 | 3.012 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.333 | 42,87 | 141 | 42,42 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 12.482 | 4,73 | 1.325 | 3,76 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.114.126 | 95,56 | 224.414 | 93,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 50.847 | 423.625,00 | 5.397 | 539.600,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 14.367.478 | 5,99 | 1.525.108 | 5,04 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 10.333 | 5,44 | 1.097 | 4,48 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 13.927 | 10,52 | 1.478 | 9,56 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 2.191 | 0,05 | 233 | -0,85 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 140.890 | 1,70 | 14.956 | 0,79 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 20.729 | 14,28 | 2.200 | 13,29 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 33.081 | 22,85 | 3.512 | 21,74 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 16.324 | 20,69 | 1.733 | 19,61 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 54.721 | 16,78 | 5.809 | 15,72 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 207.469 | 8,46 | 22.023 | 7,49 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 29.915 | 5,90 | 3.175 | 4,96 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 6.037 | 641 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 2.526 | 383,91 | 268 | 387,27 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 17.930 | 1,91 | 1.903 | 1,01 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 22.963 | 3,64 | 2.438 | 2,18 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 54.077 | 15,95 | 5.740 | 14,91 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 54.471 | 3,97 | 5.782 | 3,05 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 5.416 | 26,31 | 575 | 25,05 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2.363 | 0,21 | 251 | -0,79 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 2.539 | 0,16 | 270 | -0,74 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 57.177 | 1,59 | 6.069 | 0,68 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 1.924 | 0,52 | 204 | 0,00 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 169 | 22,46 | 18 | 21,43 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 633.596 | 0,43 | 67.256 | -0,47 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 4.697 | 0,02 | 499 | -0,80 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 11.596.161 | 8,24 | 1.230.933 | 7,27 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 117.514 | 1,22 | 12.474 | 0,32 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 7.084 | 0,18 | 752 | -0,79 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Put | 500.000 | 53.075 | |||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 89.186 | 3,82 | 9.467 | 2,89 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 2.476 | 263 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 808 | 0,37 | 86 | -1,16 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 44.168 | 1,71 | 4.688 | 0,80 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 8.340 | 1,18 | 885 | 0,34 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 103.778 | 10,01 | 11.016 | 9,04 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3.026 | 13,12 | 321 | 12,24 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 57.317 | 10,94 | 6.084 | 10,60 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 10.266 | 1,87 | 1.090 | 0,93 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 5.801 | 91,01 | 616 | 89,23 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.456 | 1,99 | 261 | 1,17 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 4.284 | 0,05 | 455 | -0,87 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 19.929 | 11,60 | 2.115 | 10,62 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 16.192 | 2,73 | 1.719 | 1,78 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.303.630 | 3,02 | 775.280 | 2,10 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 2.632 | 1,31 | 279 | 0,36 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 64.347 | 15,29 | 6.830 | 14,25 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 28.826 | 2,99 | 3.060 | 2,07 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 64.477 | 125,92 | 6.844 | 123,95 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 35.724 | 15,66 | 3.792 | 14,63 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.567 | 9,31 | 485 | 8,28 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 14.720 | 1,34 | 1.563 | 0,45 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 9.117 | 968 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 126.597 | 12,43 | 13.438 | 11,43 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 52.348 | 6,95 | 5.557 | 5,99 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 84.975 | 8,60 | 9.020 | 7,62 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 11.188 | 7,74 | 1.188 | 6,74 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.367 | 48,99 | 888 | 47,75 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 6.425 | 6,02 | 682 | 5,08 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 7.734 | 821 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 12.331 | 10,86 | 1.309 | 9,82 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 92.695 | 10,71 | 9.840 | 9,72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 28.300 | 21,76 | 3.009 | 20,85 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 36.402 | 4,48 | 3.864 | 3,56 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12.686 | 21,06 | 1.347 | 19,96 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 6.050 | 28,72 | 642 | 27,63 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 47.957 | 5,69 | 5.091 | 4,73 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 19.231 | 2,78 | 2.041 | 1,85 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.672 | 5,29 | 178 | 4,12 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 11.244 | 23,21 | 1.194 | 21,49 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.514 | 0,08 | ||||||
| 2026-05-15 | 13F | LMR Partners LLP | Put | 508.600 | 53.988 | |||||
| 2026-04-06 | 13F | Private Client Services, Llc | 23.028 | 6,12 | 2.444 | 5,16 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 125.778 | 7,30 | 13.351 | 6,34 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25.576 | -3,29 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 30.754 | 25,64 | 3 | 50,00 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 272.380 | 1,18 | 28.913 | 0,27 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 8.678 | 0,28 | 921 | -0,54 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 4.828 | 11,45 | 512 | 10,34 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.892 | 263,79 | 1.156 | 261,25 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 64.302 | 20,61 | 6.826 | 19,53 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 139.953 | 4,21 | 14.856 | 3,28 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 14.147 | 36,03 | 1.502 | 34,86 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 27.300 | 0,70 | 2.898 | -0,21 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.698 | 0,64 | 499 | -0,40 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3.250 | 345 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 19.490 | 1,47 | 2.069 | 0,53 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 42.179 | 5,24 | 4.477 | 4,31 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 3.613 | 4,36 | 383 | 3,51 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 846 | 0,48 | 90 | -1,11 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 69.788 | 1,97 | 7.408 | 1,06 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 86.822 | 0,59 | 9.288 | 0,48 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 168.750 | 7,27 | 17.913 | 6,31 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 702 | 75 | ||||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 21.237 | 49,56 | 2.254 | 48,29 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 13.411 | 0,65 | 1.424 | -0,28 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 264.783 | 3,91 | 28.107 | 2,98 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 347.100 | 0,23 | 36.845 | -0,67 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 515.400 | 284,34 | 54.710 | 280,90 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 912.202 | 65,33 | 96.830 | 63,85 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 12.213 | 5,48 | 1.296 | 4,52 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 6.468 | 0,26 | 687 | -0,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 165.200 | 310,95 | 17.536 | 307,32 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 317.700 | 33.724 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 195.300 | 312,90 | 20.731 | 309,22 | |||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 3.541 | 376 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 116.606 | 7,51 | 12.378 | 6,54 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 20.379 | 12,72 | 2.163 | 11,73 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 157 | 17 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 14 | 1 | ||||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 22.707 | 0,81 | 2.410 | -0,08 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 26.653 | 13,19 | 2.829 | 12,17 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 424.104 | 0,30 | 45.426 | 0,30 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 7.321 | 0,54 | 777 | -0,26 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2.333 | 20,13 | 250 | 20,19 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 18.426 | 5,40 | 1.974 | 6,02 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 2.558 | 21,00 | 272 | 19,91 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 6.587 | 243,43 | 705 | 241,75 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 135.950 | 1,40 | 14.431 | 0,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.214.317 | 7,43 | 978.100 | 6,47 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 14.264 | 6,85 | 1.514 | 5,95 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 42.716 | 47,31 | 4.534 | 46,02 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 2.712 | 7,02 | 288 | 5,90 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 85.173 | 350,36 | 9.041 | 346,47 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 25.582 | 0,77 | 2.716 | -0,15 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 26.448 | 11,62 | 2.807 | 10,64 | ||||
| 2026-04-22 | 13F | HMS Capital Management, LLC | 21.789 | 53,47 | 2.313 | 52,11 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.293 | 0,22 | 243 | -0,82 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 445 | 1,83 | 47 | 2,17 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 3.066 | 325 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 10.335 | 22,87 | 1.093 | 21,44 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 383.426 | 9,25 | 40.701 | 8,27 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 980.111 | 2,67 | 104.039 | 1,75 | ||||
| 2026-05-04 | 13F | Nwam Llc | 18.125 | 28,52 | 1.924 | 27,08 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 353.163 | 0,53 | 37.488 | -0,37 |
