Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF eröffnet haben, gehören E Six Thirteen, Llc, Baer Investment Advisory LLC, Gilbert Capital Group, Inc., PlanVest Financial, Inc, Tower Bridge Advisors, Spartan Wealth Advisory Services LLC, Cvfg Llc, Dickmeyer Boyce Financial Management, Inc., Orographic Financial Advisors, LLC, Cpwa, Llc, Financial Solutions Advisory Group, Inc., Legacy Wealth Advisors, LLC, Dala Group, LLC, Sanders Morris Harris Llc, Tiaa-cref Individual & Institutional Services, Llc, Wall Street Financial Group, Inc., URS Advisory LLC, Vanguard National Trust Co, Intentional Wealth Strategies, LLC, und Walleye Trading 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 219.490 | 1,84 | 6.734 | 13,77 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.838.647 | 486,87 | 56.410 | 556,45 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 8.623 | 265 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3.342 | 0,54 | 103 | 12,09 | ||||
| 2026-05-11 | 13F | Loudon Investment Management, LLC | 13.161 | 0,38 | 404 | 12,26 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 26.777 | 822 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 10.072 | 0,36 | 309 | 12,36 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 7.534 | 231 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65.099 | 1,80 | 1.786 | 2,29 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 9.135 | 4,58 | 280 | 17,15 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 207.532 | 1,10 | 6.367 | 13,09 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 31.712 | 17,96 | 973 | 31,89 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 14.349 | 440 | ||||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 140.000 | 4.295 | ||||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 203.615 | 4,37 | 6.247 | 16,73 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 47.717 | 0,18 | 1.464 | 12,02 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 7.272 | 223 | ||||||
| 2026-05-05 | 13F | Meridian Management Co | 36.666 | 20,77 | 1.125 | 35,10 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 30.105 | 0,90 | 924 | 12,84 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 20.589 | 0,98 | 632 | 12,88 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 7.899 | 242 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 27.187 | 246,46 | 834 | 287,91 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 22.576 | 47,11 | 693 | 64,76 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 2.313 | 6,64 | 71 | 18,64 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 6.801 | 209 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 6.575 | 202 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 339.570 | 7,32 | 10.418 | 20,04 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 80.500 | 2.470 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 1.480 | -0,20 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 13.859 | 8.198,80 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 38.141 | 0,47 | 1.170 | 12,39 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 6.950 | 213 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 362.743 | 0,29 | 11.129 | 12,17 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 338.741 | 4,08 | 10.393 | 16,41 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 59.826 | 6,65 | 1.641 | 7,18 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 10.542 | 30,04 | 323 | 45,50 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 52.670 | 68,53 | 1.616 | 88,45 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 27.577 | 21,00 | 846 | |||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 31.272 | 9,24 | 959 | 22,17 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 16.360 | 3,52 | 502 | 15,70 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 139.839 | 5,45 | 4.290 | 17,95 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 144.486 | 3,81 | 4 | 33,33 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 31.577 | 969 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 76.242 | 121,48 | 2.339 | 147,78 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 64 | 2 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 17.647 | 10,84 | 541 | 24,08 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 22.532 | 12,82 | 691 | 26,33 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 438.252 | 1,71 | 13.446 | 13,76 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 46.161 | 1,71 | 1.416 | 13,83 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 601.972 | 2,49 | 18.469 | 14,64 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 33.046 | 3,22 | 1.014 | 15,38 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 133 | 4 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 20.837 | 1,83 | 639 | 13,90 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 182.953 | 2,57 | 5.018 | 3,06 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 7.817 | 3,65 | 240 | 16,02 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 7.963 | 0,84 | 244 | 12,96 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 46.358 | 1.422 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 14.053 | 11,23 | 431 | 24,57 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 1.142 | 0,79 | 35 | 12,90 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 8.267 | 6,11 | 0 | |||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 9.095 | 2,27 | 279 | 14,81 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2.030 | 144,58 | 62 | 181,82 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 200.630 | 6,75 | 6.155 | 19,40 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 16.171 | 115,61 | 496 | 141,95 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 156.600 | 341,13 | 4.804 | 393,73 | |||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 114.434 | 12,48 | 3.511 | 25,81 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 75.081 | 21,66 | 2.303 | 36,11 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 67.482 | 0,32 | 2.070 | 12,20 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 15.792 | 485 | ||||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 643 | 0,78 | 20 | 11,76 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3.804 | 1.022,12 | 117 | 1.188,89 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 15.253 | 468 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 33.131 | 0,70 | 1.016 | 12,64 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 82.240 | 0,87 | 2.523 | 6,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 724.166 | 9,50 | 22.217 | 22,48 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 14.669 | 12,02 | 470 | 30,92 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 7.807 | 0,19 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 26.397 | 2,83 | 724 | 3,43 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 12.662 | 0,02 | 388 | 11,82 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 22.266 | 0,46 | 683 | 12,52 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 135.055 | 5,55 | 4.143 | 18,07 | ||||
| 2026-05-12 | 13F | Finer Wealth Management, Inc. | 8.277 | 2,88 | 254 | 15,00 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 81.280 | 7,53 | 2.494 | 18,94 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2.439 | 75 | ||||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 9.273 | 284 | ||||||
| 2026-05-04 | 13F | Souders Financial Advisors | 1.062.838 | 0,08 | 32.608 | 11,94 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 9.986 | 1,40 | 306 | 13,33 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 42.526 | 35,75 | 1.300 | 48,63 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 15.119 | 464 | ||||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 52.674 | 2,92 | 1.616 | 14,77 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 889.136 | 5,06 | 27.279 | 16,66 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 309.111 | 14,65 | 9.484 | 28,24 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8.853 | 1,17 | 272 | 12,92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 620.673 | 18,49 | 19.042 | 32,53 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 24.328 | 291,31 | 746 | 338,82 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 280.216 | 4,78 | 8.597 | 17,21 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 386.220 | 0,86 | 11.849 | 12,80 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8.990 | 276 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 187.305 | 0,48 | 5.747 | 12,38 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 17.137 | 3,63 | 526 | 15,89 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 30.383 | 932 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 105.153 | 0,96 | 3.226 | 12,96 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 147.282 | 5,19 | 4.519 | 17,66 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 39.927 | 25,55 | 1.225 | 40,37 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 229.767 | 272,41 | 7.049 | 316,61 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 26.461 | 1 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 476 | 15 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 54.269 | 11,15 | 1.665 | 24,27 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 20.169 | 1,03 | 619 | 12,98 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 34.839 | 8,84 | 1.069 | 21,64 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 1.158.299 | 4,01 | 35.537 | 16,34 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 33.584 | 84,96 | 1.030 | 106,83 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 8.732 | 26,70 | 268 | |||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 237.834 | 11,31 | 7.297 | 24,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 180.424 | 6,28 | 5.535 | 18,88 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 7.643 | 234 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 199.796 | 16,41 | 6.130 | 30,21 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 7.471 | 0,12 | 229 | 12,25 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 296.810 | 0,81 | 9.106 | 12,75 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 14.843 | 407 | ||||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 295.955 | 3,69 | 9.080 | 15,97 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 32.118 | 81,46 | 985 | 103,09 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 84.197 | 1,49 | 2.583 | 13,54 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 51.033 | 3,57 | 1.566 | 15,84 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 18.149 | 0,78 | 557 | 12,55 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 7.854 | 0,08 | 241 | 11,63 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 11.464 | 19,35 | 352 | 33,46 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 32.630 | 47,99 | 1.001 | 65,73 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 248.785 | 399,24 | 7.633 | 458,71 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 6.978 | 214 | ||||||
| 2026-05-15 | 13F | Shelton Capital Management | 20.000 | 614 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 2.060.404 | 1,17 | 63.213 | 13,16 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 32.881 | 5,11 | 1.009 | 17,48 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 82.002 | 3,95 | 2.516 | 16,27 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 9.281 | 9,54 | 296 | 17,46 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 201.072 | 55,11 | 6.169 | 73,50 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 24.173 | 7,66 | 742 | 20,49 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 683.687 | 6,73 | 20.976 | 19,38 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 8.124 | 1,77 | 249 | 14,22 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 24.839 | 16,43 | 762 | 30,26 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 21.695 | 32,79 | 666 | 48,44 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 9.693 | 297 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 159.277 | 6,47 | 4.887 | 19,08 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 184.460 | 121,47 | 5.659 | 147,77 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.601.572 | 2,59 | 49.136 | 14,74 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 15.321 | 0,01 | 470 | 11,90 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 85.371 | 3,25 | 2.619 | 15,53 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 11.451 | 0 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 7.387 | 227 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 6.543.313 | 2,73 | 201 | 14,94 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 230.060 | 0,10 | 7.058 | 11,96 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 61.534 | 1.888 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 22.161 | 7,44 | 680 | 20,18 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.645 | 50 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 802.161 | 5,57 | 24.610 | 18,08 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 11.059 | 0,10 | 339 | 11,88 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 8.754 | 269 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 67.814 | 16,93 | 2.081 | 30,82 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 13.216 | 405 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 50.819 | 83,77 | 2 | |||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 20.480 | 10,37 | 628 | 23,62 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 30.847 | 10,48 | 946 | 23,66 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 14.185 | 435 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 25.372 | 13,80 | 778 | 27,33 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 11.481 | 0,28 | 352 | 12,10 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 165.086 | 13,00 | 5.050 | 26,00 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 577.786 | 0,25 | 17.726 | 12,13 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 136.572 | 3,84 | 4.190 | 16,16 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 904 | 0,56 | 28 | 12,50 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 79.324 | 8,49 | 2.434 | 21,35 | ||||
| 2026-05-07 | 13F | Wulff, Hansen & Co. | 54.273 | 5,04 | 1.665 | 17,50 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 20.522 | 2,41 | 628 | 14,21 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 145.979 | 0,07 | 4.479 | 11,92 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 6.817 | 209 | ||||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 45.450.000 | 46,38 | 1.394.406 | 63,72 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 8.896 | 1,92 | 273 | 13,81 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 17.500 | 537 | ||||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 18.329 | 0,01 | 562 | 11,95 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 142.541 | 13,43 | 4.373 | 26,86 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 76 | 2 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 10.710 | 329 | ||||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 51.869 | 1.591 | ||||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 10.300 | 0,84 | 316 | 12,86 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 13.951 | 22,47 | 428 | 37,18 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 11.366 | 32,36 | 349 | 48,09 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 52.761 | 163,67 | 1.619 | 195,26 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 2.925 | 90 | ||||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 26.857 | 13,97 | 824 | 22,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.343.731 | 29,59 | 40.997 | 44,14 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 10.572 | 0,51 | 324 | 12,50 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 9.349 | 3,38 | 287 | 15,32 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 52.923 | 53,39 | 1.624 | 60,69 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 95.292 | 6,85 | 2.924 | 19,50 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 11.413 | 0,04 | 350 | 12,18 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 571.918 | 66,36 | 17.546 | 86,07 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 512 | 20,19 | 16 | 36,36 | ||||
| 2026-05-08 | 13F | EagleClaw Capital Managment, LLC | 11.665 | 21,07 | 358 | 35,23 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 6.806 | 209 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 11.679 | 3,74 | 358 | 16,23 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 13.616 | 4,56 | 418 | 16,81 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 17.687 | 0,69 | 543 | 12,68 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 9.914 | 0,01 | 308 | 13,28 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 9.569.026 | 3,51 | 293.578 | 15,78 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 336 | 0,90 | 10 | 11,11 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 100 | 3 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.500 | 46 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 2.001 | 35,66 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 55.117 | 0,39 | 1.691 | 12,29 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 14.954 | 44,55 | 459 | 61,84 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 33.217 | 59,05 | 1.019 | 78,15 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 273.843 | 9,64 | 8.442 | 23,80 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 51.317 | 0,68 | 1.574 | 12,59 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 27.376 | 2,84 | 840 | 14,93 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 15.943 | 0,37 | 489 | 12,41 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 25.313 | 777 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 28.560 | 12,71 | 876 | 26,04 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 17.124 | 7,53 | 525 | 20,41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7.905 | 243 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 9.602 | 115,82 | 293 | 139,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 197.440 | 34,31 | 6.059 | 50,24 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.180 | 6,53 | 98 | 19,75 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 72 | 38,46 | 2 | 100,00 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 30.000 | 1,35 | 920 | 13,44 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 12.159 | 1,94 | 373 | 14,07 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 41.680 | 1.143 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 19.644 | 11,17 | 603 | 24,59 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 56.631 | 1.737 | ||||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 928.347 | 27,76 | 28.482 | 42,91 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 66.565 | 5,95 | 2.042 | 18,51 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 113.607 | 1,46 | 3.485 | 13,48 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 1.119.196 | 28,92 | 34.337 | 44,20 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 16.864 | 0,84 | 517 | 12,88 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8.853 | 272 | ||||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 132.271 | 2,67 | 3.043 | 15,70 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10.176 | 312 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 95.707 | 5,52 | 2.949 | 11,41 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 258.926 | 3,28 | 7.944 | 15,52 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 6.649 | 204 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.933 | 48,58 | 59 | 68,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 528.237 | 10,55 | 16.205 | 23,64 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 6.669 | 7,93 | 205 | 20,71 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 409.269 | 0,91 | 12.556 | 12,87 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 129.558 | 10,56 | 3.975 | 23,65 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 105.289 | 3.230 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 122.911 | 1,26 | 3.771 | 13,25 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 3.058 | 94 | ||||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 7.391 | 227 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 7.343 | 225 | ||||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 157.588 | 5,37 | 4.835 | 17,84 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 8.008 | 244 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 325.088 | 4,00 | 9.974 | 16,32 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 11.466 | 352 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 47.911 | 24,03 | 1.470 | 38,72 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 20.579 | 631 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 13.997 | 1,42 | 449 | 18,52 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 240.243 | 2,73 | 7.371 | 14,90 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 128.527 | 4.081 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30.289 | 0,79 | 929 | 12,74 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 201.403 | 97,99 | 6.179 | 121,47 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 62.763 | 4,85 | 1.954 | 3,50 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 234.331 | 0,28 | 6.428 | 0,75 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 8.148 | 0,68 | 250 | 12,67 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 58.283 | 0,52 | 1.788 | 12,45 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 177.395 | 362,10 | 5.442 | 416,81 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 15.775 | 433 | ||||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 179.477 | 1,14 | 5.506 | 13,13 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 20.058 | 615 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 8.794 | 270 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 724.804 | 5,34 | 22.237 | 17,83 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 60.199 | 18,52 | 1.847 | 32,52 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 134.015 | 4,07 | 4.112 | 16,39 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 4.456 | 0,22 | 137 | 4,62 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 9.352 | 0,47 | 287 | 12,16 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 8.336 | 256 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 750 | 23 | ||||||
| 2026-04-28 | 13F | St. Johns Investment Management Company, LLC | 247.635 | 5,09 | 7.597 | 17,55 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 76.153 | 2.336 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 7.108 | 218 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 86.664 | 18,89 | 2.659 | 32,97 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 7.261 | 223 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1.807.762 | 5,81 | 55.462 | 18,35 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 20.652 | 634 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 178 | 5 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 32.633 | 9,61 | 1.001 | 22,67 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 10.318 | 317 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 210.627 | 92,28 | 6.462 | 115,11 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 17.531 | 13,93 | 538 | 27,25 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 30.375 | 932 | ||||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 1.816.625 | 1,84 | 55.734 | 13,90 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 25.334 | 0,03 | 777 | 11,96 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 46.767 | 1.435 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 10.045 | 2,17 | 308 | 14,93 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 7.118 | 218 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 41.016 | 0,10 | 1.258 | 12,02 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 50.817 | 404,34 | 1.559 | 419,67 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 4.839 | 0,83 | 148 | 12,98 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 7.065 | 217 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 270.214 | 106,64 | 8.290 | 131,18 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 4.681 | 8,91 | 144 | 22,22 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 511.000 | 3,82 | 15.677 | 16,12 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 249.924 | 7.668 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 142.673 | 3,52 | 4 | 33,33 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 142.368 | 5,88 | 4.368 | 18,41 | ||||
| 2026-05-01 | 13F | United Bank | 215.919 | 2,77 | 6.624 | 14,96 | ||||
| 2026-05-15 | 13F | Fmr Llc | 764.009 | 31,08 | 23.440 | 46,60 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 234.776 | 4,51 | 7 | 16,67 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 25.964 | 111,55 | 797 | 136,90 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 565.517 | 3,93 | 17.350 | 16,25 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 181.107 | 0,38 | 5.556 | 12,27 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 30.176 | 0,67 | 926 | 12,53 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.577 | 5,56 | 48 | 20,00 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7.130 | 219 | ||||||
| 2026-04-13 | 13F | Trust Co | 31.400 | 22,92 | 963 | 37,57 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 109.837 | 7,22 | 3.370 | 19,94 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.761.460 | 14,46 | 54.042 | 28,02 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 12.411 | 381 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 214.321 | 1,29 | 6.575 | 13,30 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.854.996 | 22,48 | 117.351 | 35,93 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 23.700 | 0,89 | 727 | 12,89 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 10.769 | 0,30 | 330 | 12,24 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 7.256 | 223 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 251 | 0,80 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 129.214 | 5,79 | 3.964 | 18,33 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 9.148 | 281 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 7.573 | 232 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 16.385 | 0,09 | 503 | 11,80 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 163.140 | 7,62 | 5.005 | 20,40 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 21.768 | 2,91 | 1 | |||||
| 2026-04-13 | 13F | Bay Rivers Group | 18.673 | 30,07 | 573 | 45,55 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 62.549 | 7,11 | 1.919 | 19,80 | ||||
| 2026-05-15 | 13F | EFG International AG | 2.250 | 69 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 9.799 | 10,35 | 301 | 23,46 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 133.903 | 152,18 | 4.108 | 182,14 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 97.097 | 30,20 | 2.979 | 45,62 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.398.038 | 2,48 | 134.932 | 14,62 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.912.047 | 3,03 | 58.642 | 15,20 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 16.802 | 12,56 | 513 | 25,43 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 946 | 29 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 8.505 | 5,30 | 261 | 17,65 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 62.454 | 3,47 | 1.916 | 15,77 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 36.414 | 8,58 | 1.160 | 18,73 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 549 | 17 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 258.563 | 0,37 | 7.933 | 12,27 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 7.513 | 6,25 | 230 | 19,17 | ||||
| 2026-05-14 | 13F | American Alpha Advisors, LLC | 382.206 | 0,41 | 11.726 | 12,32 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 81.692 | 2,75 | 2.506 | 14,95 | ||||
| 2026-05-05 | 13F | PFG Advisors | 1.098.342 | 47,10 | 33.697 | 64,54 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 205.070 | 1,54 | 6.328 | 7,89 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6.715 | 206 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 39.363 | 5,76 | 1.208 | 18,33 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 120.687 | 0,50 | 3.703 | 12,42 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.080 | 95 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 6.794 | 208 | ||||||
| 2026-04-23 | 13F | Manchester Financial Inc | 8.100 | 0,12 | 248 | 12,22 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 67.031 | 36,87 | 2.057 | 53,09 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 13.045 | 400 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 33.189 | 3,09 | 1.018 | 15,29 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 222.178 | 1,59 | 6 | 20,00 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 13.700 | 28,48 | 420 | 43,84 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 151 | 5 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6.895 | 212 | ||||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 91.020 | 777,47 | 2.869 | 849,67 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9.033 | 277 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 170.299 | 0,43 | 5.225 | 12,32 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 183.908 | 5,29 | 5.642 | 17,76 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 174.877 | 1.893,35 | 5.365 | 2.135,42 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 641.789 | 34,20 | 19.690 | 50,11 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 28.423 | 0,20 | 872 | 12,08 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36.582 | 15,01 | 1.122 | 28,67 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 8.251 | 253 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 8.400 | 258 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 11.643 | 68,71 | 357 | 88,89 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 77.367 | 11,85 | 2.374 | 25,09 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 746.881 | 5,35 | 23 | 15,79 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 11.880 | 26,94 | 364 | 42,19 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 16.013 | 491 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 636.169 | 75,40 | 19.518 | 96,19 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1.551.080 | 2,20 | 47.587 | 14,31 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 20.854 | 11,48 | 640 | 24,56 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 48.083 | 1.475 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 73.728 | 40,12 | 2.262 | 56,69 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 175.372 | 2,94 | 5.380 | 15,13 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 57.802 | 1,77 | 1.773 | 13,87 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 21.144 | 30,02 | 649 | 45,29 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 9.551 | 293 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 134.485 | 6,85 | 4.126 | 19,50 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 6.617 | 203 | ||||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 280.635 | 12,20 | 8.610 | 25,50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 162.629 | 65,95 | 4.989 | 85,60 | ||||
| 2026-04-17 | 13F | Western Pacific Wealth Management, LP | 221 | 0,91 | 7 | 20,00 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 6.717 | 206 | ||||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 96.879 | 7,87 | 2.972 | 20,67 | ||||
| 2026-04-22 | 13F | Braun Stacey Associates Inc | 6.606 | 203 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 56.935 | 9,43 | 1.747 | 22,35 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 57.528 | 3,70 | 1.765 | 15,98 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 207.130 | 9,51 | 6.355 | 22,47 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 39.845 | 344,60 | 1.222 | 398,78 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 559 | 336,72 | 17 | 466,67 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 167.669 | 18,37 | 5.144 | 32,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 4.124 | 15,62 | 113 | 16,49 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 14.171 | 38,32 | 435 | 54,45 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 48.094 | 0,66 | 1.476 | 12,60 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 25.694 | 12,45 | 788 | 25,88 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 275.824 | 44,51 | 8.462 | 47,78 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 13.797 | 1,23 | 423 | 13,40 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 417.210 | 1,27 | 12.797 | 13,28 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 251.230 | 13,78 | 7.708 | 27,26 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 17.974 | 19,68 | 565 | 21,55 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 241.204 | 2,29 | 7.603 | 7,48 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 36.848 | 0,82 | 1.130 | 12,77 | ||||
| 2026-05-01 | 13F | American Trust | 20.856 | 2,05 | 640 | 14,11 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 84.695 | 120,15 | 2.598 | 146,26 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 27.735 | 851 | ||||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 96.275 | 26,89 | 2.954 | 41,90 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 169.753 | 7,24 | 5.208 | 19,97 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 224.168 | 2,39 | 6.877 | 14,52 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 63.009 | 0,82 | 2.001 | 16,69 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6.795 | 208 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 331.938 | 1,19 | 10.184 | 13,17 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 30.547 | 26,35 | 937 | 41,33 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 94.936 | 25,99 | 2.913 | 40,95 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 11.032 | 21,85 | 478 | 92,74 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 70.388 | 1,37 | 2.160 | 13,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 53.123 | 371,79 | 1.687 | 447,73 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6.599 | 202 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.179.564 | 1,84 | 36.189 | 13,91 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 68.237 | 1,39 | 2.094 | 13,38 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 132.035 | 1,29 | 4.051 | 13,29 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 94.455 | 120,73 | 2.898 | 146,97 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 10.135 | 311 | ||||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 30.205 | 12,38 | 927 | 25,64 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 1.631.844 | 92,67 | 50.065 | 115,50 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 127.959 | 28,00 | 3.926 | 43,14 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 360.805 | 2,41 | 11.070 | 14,54 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 6.649 | 204 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.746 | 0,75 | 54 | 12,77 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 342.490 | 36,01 | 10.508 | 52,12 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 121.779 | 21,52 | 3.736 | 35,95 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 53.716 | 25,08 | 1.648 | 40,02 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 19.901 | 0,61 | 611 | 12,55 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 1.290.143 | 2,20 | 39.582 | 14,31 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 35.489 | 20,16 | 1.089 | 34,32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 9.498 | 261 | ||||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 481.950 | 61,73 | 14.786 | 80,89 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 130 | 0,78 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 3.030 | 0,83 | 93 | 12,20 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.643.156 | 4,04 | 50.412 | 16,37 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 30.236 | 12,59 | 928 | 25,95 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 6.606 | 203 | ||||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 16.679 | 0,27 | 512 | 12,06 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 119.454 | 0,66 | 3.665 | 122.066,67 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 25.721 | 1,01 | 789 | 13,04 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.430 | 53,76 | 44 | 72,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.925.473 | 19,37 | 59.074 | 33,51 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 57.896 | 11,26 | 1.776 | 24,46 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 391.577 | 1,67 | 12.014 | 13,72 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 9.074 | 0,80 | 278 | 13,01 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 259.359 | 0,00 | 7.957 | 11,87 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 784.530 | 6,50 | 24.069 | 17,84 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 33.654 | 269,82 | 1.026 | 312,05 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 50.178 | 20,96 | 1.539 | 35,36 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 19.217 | 2,53 | 590 | 5,37 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 21.301 | 3,46 | 654 | 15,78 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 1.586.958 | 2,83 | 48.688 | 15,02 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 113.265 | 45,72 | 3.475 | 62,95 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 108.809 | 12,92 | 3.338 | 26,30 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 65.674 | 0,07 | 2.015 | 11,89 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 14.967 | 459 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 6.990 | 214 | ||||||
| 2026-05-06 | 13F | Bonfire Financial | 25.412 | 0,19 | 780 | 12,09 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 5.156.506 | 2,75 | 158.202 | 14,93 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 12.846 | 394 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 33.192 | 2,22 | 1.018 | 14,38 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 117.129 | 4,79 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 10.360 | 318 | ||||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 1.154.086 | 6,63 | 35.407 | 19,26 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 52.530 | 81,76 | 1.612 | 103,41 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 52.280 | 8,45 | 1.631 | 23,37 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 267.882 | 0,80 | 8.219 | 12,73 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 14.179 | 0,31 | 435 | 12,40 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 732.650 | 7,27 | 22.478 | 19,99 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 7.770 | 238 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.556 | 48 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 278.253 | 0,77 | 8.537 | 12,70 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.523.127 | 3,74 | 108.090 | 16,03 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 46.771 | 28,36 | 1.435 | 43,54 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 30.894 | 45,46 | 948 | 62,71 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 8.985 | 0 | ||||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 365.718 | 4,50 | 11 | 22,22 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 42.782 | 12,83 | 1.313 | 26,15 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 88.697 | 3,75 | 2.721 | 16,03 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 990 | 30 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 20.351 | 22,99 | 624 | 37,75 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 23.241 | 6,18 | 713 | 18,83 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 455.446 | 1,77 | 13.973 | 13,82 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 649.000 | 68,92 | 19.911 | 88,94 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 233.003 | 4,95 | 7.149 | 17,39 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 15.195 | 21,22 | 466 | 35,86 | ||||
| 2026-04-21 | 13F | Ketron Financial | 19.048 | 14,35 | 584 | 28,07 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 22.446 | 0,31 | 689 | 12,23 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 1.654.095 | 0,07 | 50.748 | 11,92 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 24.751 | 1,49 | 759 | 13,62 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 118.992 | 4,96 | 3.651 | 17,36 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 230.384 | 7 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4.873 | 150 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.263.537 | 10,88 | 34.692 | 10,99 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 16.354 | 502 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 266.891 | 2,82 | 8.188 | 15,02 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 4.167 | 128 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 164.993 | 1,92 | 4.526 | 2,40 | ||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 929.233 | 0,25 | 29 | 12,00 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 498.253 | 0,03 | 15.286 | 11,89 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 941.050 | 3,45 | 28.871 | 15,71 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 34.052 | 0,01 | 1.045 | 11,90 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 7.871 | 241 | ||||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 35.851 | 24,59 | 1.100 | 39,29 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 426.385 | 16,26 | 13.081 | 30,03 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 49.538 | 8,55 | 1.510 | 20,62 | ||||
| 2026-05-04 | 13F | Vista Finance, Llc | 12.750 | 391 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 61.028 | 42,37 | 1.872 | 59,32 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 45.600 | 0,01 | 1.399 | 11,92 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 7.407 | 0,84 | 227 | 12,94 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 43.562 | 2,32 | 1.336 | 14,48 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 41.612 | 18,82 | 1.277 | 32,92 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 168.984 | 5.365 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 23.925 | 0,37 | 734 | 12,40 | ||||
| 2026-05-07 | 13F | First National Trust Co | 115.706 | 4,49 | 3.550 | 16,86 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 934 | 0,86 | 0 | |||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 8.750 | 0,81 | 268 | 12,61 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 19.621 | 1,51 | 602 | 13,40 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 59.285 | 33,42 | 1.819 | 49,26 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 99.685 | 20,11 | 3.058 | 34,36 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 33.464 | 18,05 | 1.039 | 33,72 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 40.968 | 2,02 | 1.257 | 14,08 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 17.851 | 548 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 83.184.068 | 100,00 | 2.254.288 | 100,00 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 332.256 | 1.225,31 | 10.194 | 1.383,70 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 41.778 | 379,49 | 1.282 | 438,24 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 16.084 | 1,34 | 441 | 1,85 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 39.910 | 1.224 | ||||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 53.973 | 1.656 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 7.225 | 222 | ||||||
| 2026-05-07 | 13F | Summit Global Investments | 7.228 | 0 | ||||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 35.966 | 1,22 | 1.103 | 13,24 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 32.076 | 984 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 80.042 | 1,87 | 2.456 | 13,92 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 381.586 | 8,82 | 11.707 | 21,72 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 117.275 | 98,93 | 3.598 | 122,45 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 125.703 | 4,25 | 3.857 | 16,60 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 99.857 | 9,99 | 3.064 | 24,06 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 6.491 | 199 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 10.837 | 0,77 | 332 | 12,93 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 28.267 | 48,96 | 867 | 66,73 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 28.831 | 3,26 | 885 | 15,56 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 10.988 | 337 | ||||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 20.800 | 638 | ||||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 18.954 | 0,16 | 582 | 11,95 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 60.085 | 1.831 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 965.069 | 15,80 | 29.608 | 29,52 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 45.600 | 1.399 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 12.511 | 384 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 6.051 | 1,51 | 186 | 13,50 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 136.010 | 1,28 | 4.173 | 13,28 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 13.685 | 45,25 | 420 | 62,40 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 683.477 | 3,94 | 20.955 | 14,93 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 15.712 | 46,59 | 482 | 64,51 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 580.458 | 1,73 | 17.808 | 13,78 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.746.418 | 4,27 | 53.580 | 16,63 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 230.536 | 7.073 | ||||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 23.356 | 2,68 | 717 | 14,93 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 23.043 | 18,32 | 707 | 32,21 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 17.031 | 5,94 | 523 | 18,64 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 45 | 2,27 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 5.336 | 164 | ||||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 3.676 | 0,08 | 113 | 12,00 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 64.805 | 535,47 | 1.988 | 612,54 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 139.588 | 0,49 | 4.283 | 12,39 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 143.445 | 111,44 | 4.401 | 136,56 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 810.346 | 24,11 | 24.861 | 38,82 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 180.249 | 81,11 | 5.530 | 102,56 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 2.576 | 0 | ||||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 301.309 | 3,26 | 9.244 | 15,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 447.956 | 723,68 | 13.743 | 821,73 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 460.973 | 2,94 | 14.143 | 15,13 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 114.714 | 86,08 | 4 | 200,00 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 308.191 | 0,49 | 9.455 | 12,40 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 34.415 | 1,41 | 1.056 | 13,44 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 105.932 | 11,96 | 3.250 | 25,24 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 563 | 0,72 | 17 | 13,33 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 203.881 | 6,83 | 6.255 | 19,51 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 1.126.574 | 0,14 | 34.563 | 12,01 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 3.001 | 18,29 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 443.481 | 0,34 | 13.606 | 12,22 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 38.975 | 137,36 | 1.196 | 165,56 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 274.058 | 0,10 | 8.408 | 11,84 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 7.606.319 | 10,25 | 233.361 | 23,31 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 6.795 | 208 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 75.319 | 224,02 | 2.311 | 262,64 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 138.750 | 1,50 | 4.257 | 13,52 | ||||
| 2026-05-11 | 13F | Commerce Bank | 147.260 | 14,91 | 4.518 | 28,51 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 836.839 | 25.674 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 587.100 | 38,73 | 18.012 | 55,17 | |||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 45.410 | 4,34 | 1.393 | 16,76 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1.660.526 | 20,38 | 50.971 | 33,64 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 505.810 | 3,19 | 15.518 | 15,42 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 56 | 12,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 21.779 | 15,75 | 668 | 29,46 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 43.412 | 1.332 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 67 | 2.133,33 | 2 | |||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 13.671 | 11,24 | 419 | 24,33 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 76.831 | 2,65 | 2.107 | 3,13 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 102.015 | 0,72 | 3.130 | 12,63 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 12.949 | 91,87 | 397 | 114,59 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 54.412 | 3,28 | 1.669 | 15,50 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 7.502 | 0,05 | 230 | 12,20 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 23.031 | 12,19 | 707 | 25,40 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 191.624 | 1,89 | 5.879 | 13,98 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 334.044 | 3,16 | 10.248 | 15,39 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 51.172 | 34,14 | 1.570 | 50,00 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 104.974 | 1,07 | 3.221 | 13,06 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 69.052 | 0,04 | 2.119 | 11,89 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 157.639 | 0,18 | 4.836 | 7,40 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 15.298 | 469 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 28.279 | 105,08 | 868 | 129,37 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 47.902 | 28,50 | 1.470 | 43,74 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 14.460 | 26,56 | 444 | 41,53 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 882.647 | 6,42 | 27.032 | 18,79 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 42.880 | 0,02 | 1.316 | 11,91 | ||||
| 2026-05-15 | 13F | Safe Harbor Fiduciary, LLC | 15.159 | 511,00 | 465 | 583,82 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 136.232 | 4 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 36.168 | 17,90 | 1.110 | 31,87 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1.843 | 10,69 | 57 | 24,44 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 45.662 | 4,11 | 1.401 | 16,38 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 30.304 | 930 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 11.833 | 5,31 | 363 | 17,86 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 17.009 | 3,44 | 522 | 15,52 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 12.300 | 377 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 28.241 | 57,28 | 866 | 80,42 | ||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 10.809 | 332 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | Put | 1.000 | 31 | |||||
| 2026-04-22 | 13F | Citrine Capital LLC | 17.429 | 33,16 | 535 | 48,75 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 236.724 | 5,29 | 7.263 | 17,76 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 105.620 | 3,74 | 3.222 | 15,40 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 280.646 | 4,17 | 8.610 | 16,51 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 9.989 | 6,06 | 306 | 18,60 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 77.299 | 40,71 | 2.372 | 57,44 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 9.235 | 7,10 | 283 | 19,92 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 128.469 | 15,85 | 3.941 | 29,60 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 684.743 | 264,87 | 21.008 | 308,14 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 14.390 | 441 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 582.054 | 41,83 | 17.857 | 58,63 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 38.944 | 0,79 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.009 | 0,90 | 32 | 0,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 386.220 | 18,05 | 11.838 | 31,90 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 17.565 | 482 | ||||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 178.983 | 26,57 | 5.491 | 41,59 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 19.507 | 598 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 911.443 | 83,24 | 27.963 | 104,96 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 21.829 | 181,66 | 677 | 219,34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 16.003 | 9,94 | 439 | 10,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 8.655.941 | 8,27 | 265.563 | 21,09 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 26.638 | 3,23 | 817 | 15,56 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 419.845 | 12.881 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 146.815 | 45,39 | 4.504 | 62,66 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.810.190 | 7,15 | 86.217 | 19,85 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 408.106 | 0,22 | 12.521 | 12,09 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 258.594 | 5,69 | 8.177 | 6,18 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 28.879 | 886 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 201.790 | 6.191 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 24.933 | 0,79 | 765 | 12,68 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 106.276 | 5,69 | 3.261 | 18,20 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 10.373 | 4,75 | 318 | 17,34 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 6.553 | 201 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 175.262 | 9,11 | 5.377 | 22,04 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 27.891 | 0,04 | 856 | 11,91 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 4.308 | 2.891,67 | 132 | 4.300,00 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 51.995 | 10,31 | 1.595 | 23,45 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9.150 | 281 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1.371.246 | 5,69 | 42.070 | 18,21 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 25.599 | 8,25 | 785 | 21,14 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 12.145 | 0,19 | 373 | 12,05 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 19.849 | 6,58 | 609 | 19,22 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 6.521 | 200 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 120.758 | 3,47 | 3.684 | 15,09 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 140.799 | 10,03 | 4.320 | 23,05 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 209.924 | 24,13 | 6.440 | 38,85 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 485.811 | 0,20 | 14.905 | 12,60 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 15.769 | 484 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35.533 | 0,28 | 1.090 | 12,26 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 92 | 206,67 | 3 | |||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 51.017 | 1.565 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 29.662 | 0,35 | 910 | 12,35 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 8.391 | 2,84 | 257 | 15,25 | ||||
| 2026-04-24 | 13F | United Community Bank | 7.141 | 26,10 | 219 | 41,29 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 12.552 | 9,72 | 385 | 23,00 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 65.662 | 2.015 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 52.780 | 0,50 | 1.619 | 12,43 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 19.986 | 2,09 | 613 | 14,37 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 9.585 | 3,83 | 294 | 16,21 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 134.833 | 11,85 | 3.698 | 12,40 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 457.416 | 0,16 | 14.034 | 12,03 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 57.262 | 0,45 | 1.757 | 12,35 | ||||
| 2026-05-06 | 13F | Jag Capital Management, Llc | 8.435 | 259 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 44.782 | 1.374 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 888 | 28 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 80.153 | 20,41 | 2.459 | 34,74 | ||||
| 2026-04-16 | 13F | Westhampton Capital, LLC | 6.960 | 214 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 6.891 | 211 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 156.724 | 33,22 | 4.808 | 49,04 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 49.110 | 39,52 | 1.507 | 56,06 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1.050 | 32 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 135.884 | 2,50 | 4.169 | 14,63 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 376.311 | 0,26 | 11.545 | 12,14 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 31.870 | 5,44 | 978 | 17,85 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 74.463 | 1,95 | 2.285 | 7,28 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 6.636 | 204 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 690.238 | 4,29 | 21.177 | 16,65 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 182.054 | 3,40 | 5.585 | 15,66 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 91.802 | 6,15 | 2.801 | 12,04 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 6.745 | 210 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 103.487 | 6,42 | 3.175 | 19,01 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 120.519 | 0,78 | 3.698 | 12,71 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 68.020 | 7,58 | 2.076 | 19,67 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 29.537 | 906 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 182.475 | 174,12 | 5.599 | 206,79 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 118.309 | 3,19 | 3.637 | 15,65 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 8.844 | 0,36 | 271 | 12,45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 23.581 | 723 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 827.290 | 6,24 | 25.381 | 18,82 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 9.762 | 18,56 | 299 | 32,89 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 40.400 | 88,30 | 1.239 | 110,71 | ||||
| 2026-05-04 | 13F | TrustBank | 6.900 | 212 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 11.139 | 342 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 561.938 | 19,24 | 15.414 | 19,80 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 19.197 | 0,54 | 589 | 12,43 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 10.920 | 8,18 | 334 | 8,82 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 320.292 | 0,09 | 9.827 | 11,95 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 314.445 | 48,44 | 9.647 | 66,04 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5.727 | 7,75 | 176 | 20,69 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 31.410 | 4,98 | 964 | 17,44 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 149.003 | 3,72 | 4.571 | 16,02 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 8.799 | 271 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 1.999 | 0,40 | 61 | 12,96 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 7.910 | 243 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.305.438 | 2,52 | 70.731 | 14,67 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 100.338 | 3,94 | 3.078 | 16,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1.810.667 | 3,11 | 55.551 | 15,32 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 110.124 | 2,22 | 3.379 | 14,31 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 0 | 0 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 39.724 | 9,55 | 1.090 | 10,11 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 21.627 | 171,08 | 664 | 204,13 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 49.359 | 0,14 | 1.514 | 11,98 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 4.233 | 73,41 | 130 | 95,45 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 57.586 | 1,60 | 1.767 | 13,64 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 26.777 | 18,74 | 822 | 32,85 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 99.576 | 9,51 | 3.055 | 22,45 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 35.433 | 10,47 | 1.087 | 18,93 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 46.878 | 0,02 | 1.438 | 11,91 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 253.299 | 53,73 | 7.771 | 71,96 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 341.006 | 135,48 | 9.037 | 127,49 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 623.927 | 0,14 | 19.142 | 12,00 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 22.698 | 5,44 | 696 | 17,97 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 18.307 | 67,85 | 562 | 87,63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 146.496 | 5,77 | 4.494 | 18,29 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 132.255 | 5,04 | 4.058 | 17,49 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 192.392 | 2,00 | 5.903 | 14,07 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.406.718 | 7,09 | 43 | 19,44 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 311.884 | 4,79 | 9.569 | 17,20 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.214 | 37 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 113.132 | 3.471 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35.347 | 1.351,62 | 1.084 | 1.542,42 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 173.148 | 0,14 | 5.312 | 12,02 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 793 | 24 | ||||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 12.065 | 0,02 | 370 | 12,12 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 1.754 | 0,11 | 54 | 10,42 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 28.341 | 105,07 | 870 | 129,29 | ||||
| 2026-04-10 | 13F | Novem Group | 34.214 | 78,48 | 1.050 | 99,81 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 93.094 | 71,62 | 3 | 100,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 869.867 | 4,40 | 26.688 | 18,94 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 8.182 | 3,62 | 251 | 13,12 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 997.742 | 4,23 | 30.610 | 16,58 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 120.868 | 0,67 | 3.708 | 12,60 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 8.055 | 247 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 865.437 | 3,18 | 26.552 | 15,41 | ||||
| 2026-05-06 | 13F | Palladiem, Llc | 768 | 10,19 | 23 | 21,05 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 29.052 | 1,67 | 891 | 13,79 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 311.617 | 2,16 | 9.560 | 14,26 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 14.412 | 14,25 | 442 | 28,12 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 121.004 | 6,09 | 3.712 | 18,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 26.336.113 | 1,85 | 807.992 | 13,92 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 17.312.076 | 6,78 | 531.135 | 19,43 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 100.320 | 131,05 | 3.078 | 158,35 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 21.469 | 0,49 | 1 | |||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 17.122 | 6,63 | 525 | 19,32 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 6.946 | 213 | ||||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 8.325 | 255 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 168.749 | 106,22 | 5.177 | 130,70 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 24.933 | 51,75 | 765 | 69,78 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 17.148 | 33,41 | 526 | 49,43 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 234.886 | 12,57 | 7.206 | 25,91 | ||||
| 2026-05-08 | 13F | McAdam, LLC | Call | 1.000 | 1 | |||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 480.288 | 1,77 | 14.735 | 13,83 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 423.476 | 3,38 | 12.992 | 15,63 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 6.964 | 214 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 20.714 | 4,90 | 636 | 17,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.297.170 | 28,40 | 70.477 | 40,01 | ||||
| 2026-04-21 | 13F | Creekside Partners | 28.710 | 31,50 | 881 | 47,16 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 1.833.707 | 56.258 | ||||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 241.773 | 39,06 | 7.418 | 55,56 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 19.944 | 0,53 | 612 | 12,32 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 376.085 | 0,03 | 11.538 | 11,89 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 18.758 | 0,07 | 575 | 11,87 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 7.742 | 220,85 | 238 | 259,09 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 744.302 | 5,18 | 22.835 | 17,64 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 517.010 | 3,51 | 15.862 | 15,77 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 254.287 | 15,61 | 8 | 16,67 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 31.203 | 7,75 | 957 | 20,53 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 399.685 | 24,08 | 12.262 | 38,79 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 387.349 | 0,10 | 11.884 | 11,96 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 172.937 | 19,84 | 5.306 | 34,03 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 422.174 | 62,20 | 12.952 | 81,43 | ||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 7.893 | 242 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 34.949 | 5,56 | 1.072 | 18,06 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 441 | 109,00 | 14 | 160,00 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 28.585 | 6,11 | 877 | 18,70 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.668.997 | 3,22 | 51.203 | 15,45 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 642.261 | 4,98 | 19.705 | 17,42 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 595.206 | 12,10 | 18.261 | 25,38 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 47.515 | 1.458 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 731 | 22 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 607.418 | 1,13 | 18.636 | 13,11 | ||||
| 2026-05-14 | 13F | Morton Community Bank | 592.914 | 0,36 | 18.191 | 3,25 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 383.399 | 0,01 | 11.763 | 11,86 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.740.918 | 7,48 | 84.091 | 20,21 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 5.125 | 141 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 5.645 | 42,26 | 173 | 60,19 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 518 | 18,00 | 16 | 25,00 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 26.205 | 0,36 | 804 | 12,15 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 252.289 | 1,52 | 7.740 | 13,56 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 250.615 | 405,45 | 7.689 | 465,29 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.568.181 | 2,95 | 42.994 | 3,40 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 7.143 | 219 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 57.098 | 1,27 | 1.752 | 13,26 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 234.845 | 7.205 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 531.259 | 1,52 | 16.299 | 13,55 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 36.943 | 152,27 | 1.133 | 182,54 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 33.494 | 1.100 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 9.553.728 | 3,87 | 293.130 | 16,17 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 173.105 | 5,33 | 5.311 | 17,79 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 9.926 | 11,38 | 305 | 24,59 | ||||
| 2026-05-14 | 13F | Betterment LLC | 271.180 | 76,89 | 8 | 100,00 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 23.521 | 117,85 | 721 | 137,62 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 46.560 | 0,29 | 1.428 | 12,18 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 2.017 | 221,69 | 62 | 258,82 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1.011.433 | 0,24 | 31.031 | 12,12 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 431.965 | 61,87 | 13.253 | 81,04 | ||||
| 2026-05-04 | 13F | Camden National Bank | 171.581 | 10,76 | 5.264 | 23,89 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 17.608 | 0,01 | 540 | 12,03 | ||||
| 2026-05-15 | 13F | Pin Oak Investment Advisors Inc | 1.915 | 0,84 | 0 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.222 | 37 | ||||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 13.008 | 2,25 | 399 | 9,04 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 37.191 | 1.141 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 130.160 | 0,54 | 3.993 | 12,45 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 525.475 | 234,16 | 17.078 | 291,67 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 45.206 | 12,32 | 1.387 | 25,54 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 236.418 | 1.281,35 | 7.253 | 1.446,48 | ||||
| 2026-05-11 | 13F | Northwest Quadrant Wealth Management, LLC | 1.642.886 | 1,78 | 50.404 | 13,84 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 279.698 | 31,02 | 8.581 | 46,56 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 250.628 | 0,07 | 7.659 | 11,50 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 236.865 | 2,35 | 7.267 | 5,30 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 80.642 | 8,53 | 2.474 | 21,39 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 13.402 | 3,80 | 411 | 16,10 | ||||
| 2026-04-21 | 13F | Kingsman Wealth Management, Inc. | 15.855 | 0,04 | 486 | 11,98 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 30.736 | 40,90 | 943 | 57,53 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 11.433 | 6,09 | 422 | 43,05 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 462.164 | 1,28 | 14.179 | 13,28 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 247.599 | 0,78 | 7.596 | 12,72 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 490.146 | 26,62 | 15.038 | 41,62 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 129.639 | 0,81 | 3.977 | 12,76 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 152.376 | 693,42 | 4.675 | 788,59 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 148.013 | 4,56 | 4.541 | 16,98 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 246.127 | 1,86 | 7.551 | 13,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 14.633.771 | 3,47 | 448.964 | 15,73 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 9.760 | 1,09 | 300 | 13,26 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 34.244 | 2,85 | 1.051 | 15,01 | ||||
| 2026-05-12 | 13F | Fidelis Wealth Advisors LLC | 441.360 | 0,59 | 13.541 | 12,51 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 151.829 | 26,23 | 4.658 | 41,19 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 68.026 | 20,98 | 2.087 | 35,34 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 149 | 5 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 17.437 | 1,63 | 535 | 13,62 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 108.794 | 0,47 | 3.338 | 12,36 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 332.847 | 6,15 | 10.212 | 18,73 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 7.810 | 240 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1.221 | 85,00 | 37 | 105,56 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 45.355 | 3,27 | 1.391 | 15,53 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 28.400 | 6,82 | 871 | 19,48 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 14.473 | 4,50 | 444 | 17,15 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 14.758 | 453 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 14.521 | 20,07 | 446 | 34,44 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 21.366 | 2,30 | 656 | 14,51 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 64.205 | 1.970 | ||||||
| 2026-04-09 | 13F | Keystone Financial Planning, Inc. | 6.763.707 | 12,02 | 207.511 | 25,30 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 18.704 | 0,84 | 574 | 12,80 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 7.992 | 245 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 491.519 | 3,05 | 15.080 | 15,26 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 10.546 | 324 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 309.336 | 9,84 | 9.491 | 22,85 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 14.379 | 441 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 25.846 | 16,98 | 793 | 30,69 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 11.489 | 5,25 | 315 | 5,70 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.015.605 | 590,56 | 31.159 | 672,38 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 13.546 | 39,87 | 416 | 56,60 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4.901 | 150 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 4.823 | 26,39 | 148 | 41,35 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 11.906 | 7,93 | 365 | 20,86 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 81.491 | 52,56 | 2.500 | 70,65 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 15.648 | 9,76 | 480 | 20,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 17.180.084 | 10,72 | 527.085 | 23,84 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 12.643 | 0,68 | 388 | 12,50 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 2.976 | 134,15 | 91 | 167,65 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 482.380 | 58,63 | 14.799 | 77,42 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 102.255 | 6,01 | 3.137 | 18,60 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 10.158 | 312 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 251.717 | 6,36 | 7.723 | 13,18 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 118.543 | 4,32 | 3.637 | 16,65 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 673.097 | 0,03 | 20.651 | 11,88 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 166.923 | 4,25 | 5.121 | 16,60 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 143.498 | 4,85 | 4.403 | 17,29 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 717.173 | 91,49 | 21.881 | 112,99 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 15.569 | 7,17 | 478 | 19,85 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 113.777 | 2,13 | 3.491 | 14,24 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 8.687 | 8,76 | 266 | 5,14 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 1.505.055 | 5,42 | 46.175 | 17,91 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 4.345 | 0,86 | 135 | -0,74 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 202.188 | 320,62 | 6.203 | 370,64 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 43.323 | 0,90 | 1.329 | 12,91 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 100.519 | 0,80 | 3.102 | 11,50 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 9.680 | 14,29 | 297 | 27,59 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 269.971 | 2,50 | 8.283 | 14,63 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 26.684 | 152,45 | 732 | 153,82 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 14.382 | 10,55 | 441 | 23,88 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 12.139 | 0,21 | 372 | 12,05 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 12.174 | 334 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 75.247 | 81,00 | 2.309 | 102,46 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 8.445 | 0,87 | 259 | 13,10 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 16.458 | 515 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 18.856 | 1,70 | 578 | 13,78 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 42.485 | 163,96 | 1.319 | 199,09 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 354.387 | 17,11 | 10.873 | 30,99 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 1.526.950 | 46.847 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 14.950 | 459 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 96.275 | 26,89 | 2.954 | 41,90 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 81.924 | 37,45 | 2.513 | 53,79 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 3.793 | 0,93 | 116 | 12,62 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 25.957 | 0,10 | 796 | 11,95 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 8.721 | 268 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 54.494 | 12,49 | 1.672 | 25,83 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 70.317 | 5,65 | 2.157 | 18,19 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.665.661 | 1,45 | 81.782 | 13,47 | ||||
| 2026-04-30 | 13F | OMC Financial Services LTD | 22.115 | 3,53 | 678 | 15,90 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 55.904 | 5,23 | 1.715 | 17,71 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 342.938 | 0,16 | 10.521 | 12,03 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 777 | 0,91 | 24 | 9,52 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 947 | 29 | ||||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 10.677 | 5,32 | 328 | 17,63 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 271.615 | 0,41 | 8.333 | 12,30 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.095.793 | 0,23 | 33.619 | 12,11 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 17.098 | 24,43 | 525 | 39,36 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 17.163 | 0,42 | 527 | 12,39 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 272.414 | 7,59 | 8.358 | 20,33 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 62.871 | 2,26 | 1.929 | 14,35 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 87.921 | 0,91 | 2.697 | 12,89 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 764.905 | 25,16 | 23.467 | 39,99 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 35.328 | 2,99 | 1.084 | 15,21 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 490.109 | 13,16 | 15.037 | 26,58 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 42.854 | 15,28 | 1.315 | 28,95 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 47.262 | 6,63 | 1.450 | 19,26 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.836.791 | 7,88 | 117.713 | 20,66 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 21.946 | 0,00 | 848 | 7,75 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 43.485 | 0,40 | 1.334 | 12,29 | ||||
| 2026-04-07 | 13F | Financially Speaking Inc | 11 | 0 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 8.352 | 256 | ||||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 67.320 | 59,21 | 2.065 | 78,17 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 9.027 | 4,61 | 277 | 16,95 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 32.169 | 2,26 | 987 | 14,39 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 168.142 | 3,32 | 5.159 | 15,57 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 34.311 | 0,79 | 1.053 | 12,75 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 6.581 | 4,01 | 181 | 4,65 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 325.170 | 3,37 | 9.976 | 15,62 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 54.480 | 84,09 | 1.671 | 106,04 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 10.182 | 3,30 | 312 | 15,56 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 248.570 | 3,41 | 7.626 | 15,67 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 184.113 | 2,37 | 5.649 | 14,49 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 10.488 | 10,96 | 322 | 23,94 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 258.702 | 39,48 | 7.937 | 56,03 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 17.200 | 528 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.088 | 33 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 8.297 | 8,91 | 255 | 22,12 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 648.939 | 3,35 | 19.909 | 15,60 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 6.975 | 214 | ||||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 158 | 1,28 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 44.676 | 152,22 | 1.384 | 185,36 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 46.884 | 171,71 | 1.438 | 204,02 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 413 | 13 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 20.060 | 615 | ||||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 11.970 | 14,08 | 367 | 27,87 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 46.959 | 0,26 | 1.441 | 12,15 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 274.492 | 4,35 | 8.421 | 16,72 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 9.960 | 0,84 | 306 | 12,96 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 226.769 | 6.957 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 10.000 | 25,00 | 307 | 39,73 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.500 | 0,13 | 46 | 12,20 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 57.649 | 45,48 | 1.769 | 62,65 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 124.686 | 0,11 | 3.825 | 11,97 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 311.623 | 4,09 | 9.561 | 16,43 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 74.519 | 0,01 | 2.286 | 11,89 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 6.696 | 205 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 228.625 | 5,67 | 7.014 | 18,20 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 462.196 | 1,82 | 14.180 | 13,89 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 535.292 | 46,54 | 16.423 | 63,91 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 12.353 | 2,98 | 379 | 14,89 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 978 | 30 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 171.176 | 21,20 | 5.282 | 28,24 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 146.517 | 13,06 | 4.495 | 26,48 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 45.742 | 2,97 | 1.403 | 15,19 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.304.855 | 2,60 | 70.713 | 14,76 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 16.789 | 19,32 | 515 | 33,77 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 9.101 | 2,18 | 279 | 14,34 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 104.581 | 6.753,28 | 2.924 | 7.031,71 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 101.383 | 8,43 | 3.110 | 21,29 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 5.309 | 110,67 | 163 | 134,78 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 83.050 | 4,09 | 2.548 | 16,41 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 97.267 | 0,66 | 2.984 | 12,60 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 19.746 | 4,39 | 606 | 16,80 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 24.108 | 210,19 | 661 | 11,84 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.100.333 | 205,80 | 33.758 | 242,06 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 216.665 | 4,79 | 6.647 | 17,21 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 18.187 | 23,84 | 558 | 38,56 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 40.920 | 1,33 | 1.255 | 13,37 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 11.686 | 0,84 | 358 | 5,29 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 22.946 | 704 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 14.255 | 21,83 | 437 | 36,56 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 22.958 | 0,83 | 704 | 12,82 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 193.478 | 3,71 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 28.645 | 2,45 | 879 | 14,62 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 17.505 | 537 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 442 | 0,91 | 14 | 8,33 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 18.421 | 98,05 | 565 | 121,57 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 281.978 | 154,62 | 8.651 | 184,85 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 103.106 | 1.236,26 | 3.163 | 1.399,05 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 10.794 | 331 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 18.323 | 5,08 | 1 | |||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 14.948 | 21,28 | 459 | 35,50 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 6.705 | 206 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 21.805 | 669 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 12.866 | 0,23 | 395 | 11,93 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 87.855 | 2,98 | 2.695 | 15,17 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 27.455 | 1,02 | 842 | 13,02 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 119.654 | 10,77 | 3.671 | 23,89 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 4.743 | 0,74 | 146 | 12,40 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 84 | 1,20 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 398.449 | 20,60 | 12.224 | 33,92 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 125.609 | 1,56 | 3.855 | 13,58 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 61.710 | 0,54 | 1.893 | 12,48 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 35.166 | 0,03 | 1.079 | 11,83 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 6.724 | 206 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 622 | 60,72 | 19 | 90,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 233.213 | 26,13 | 7.155 | 40,94 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 50.601 | 1.552 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 17.721 | 48,06 | 544 | 65,55 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 24.918 | 0,08 | 764 | 12,02 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 178.248 | 11,67 | 5.469 | 24,90 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 128.818 | 7,47 | 3.952 | 13,01 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 32.292 | 21,19 | 991 | 35,62 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 782.084 | 12,17 | 23.994 | 25,47 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 52.001 | 5,40 | 1.595 | 17,89 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 152.599 | 8,99 | 4.682 | 21,90 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 112.874 | 11,29 | 3.463 | 24,44 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 78.015 | 0,04 | 2.394 | 11,87 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 17.129 | 4,01 | 526 | 16,41 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 10.202 | 0,06 | 313 | 11,83 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 15.843 | 0,44 | 486 | 12,50 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 56.939 | 76,67 | 1.747 | 97,51 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 40 | 1 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 95.114 | 8,04 | 2.918 | 20,88 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 10.897 | 334 | ||||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 13.436 | 0,28 | 412 | 12,26 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 63 | 14,55 | 2 | 0,00 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 272.126 | 8 | ||||||
| 2026-04-20 | 13F | City State Bank | 955 | 17,90 | 29 | 31,82 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 18.863 | 579 | ||||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 73.178 | 1,26 | 2.245 | 13,27 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 148.934 | 14,70 | 4.569 | 28,31 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 189.456 | 6,01 | 5.813 | 18,56 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 980.705 | 0,49 | 30.088 | 12,39 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 291 | 9 | ||||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 104.366 | 0,11 | 3.202 | 11,96 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 302.545 | 4,52 | 9.282 | 16,92 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 7.707 | 236 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 24.721 | 758 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 2.404.100 | 13,04 | 73.758 | 26,43 | |||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 7.570 | 2,76 | 232 | 14,85 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 41.191 | 1.264 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1.925.100 | 38,86 | 59.062 | 55,31 | |||
| 2026-04-15 | 13F | Norden Group Llc | 7.459 | 0,34 | 229 | 12,32 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 11.007 | 7,50 | 338 | 20,36 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 153.572 | 230,95 | 4.712 | 270,36 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 46.145 | 2,98 | 1.416 | 15,13 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 12.425 | 381 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 167.364 | 18,44 | 5.135 | 32,46 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 92.309 | 2,57 | 2.832 | 14,75 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 357.330 | 4,13 | 10.963 | 16,47 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 683.486 | 28,39 | 20.969 | 43,60 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 197.536 | 10,33 | 6.060 | 23,42 | ||||
| 2026-04-16 | 13F | Friday Financial | 331.409 | 1,79 | 10.168 | 13,85 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 448.118 | 4,22 | 13.748 | 16,57 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 126.410 | 20,86 | 3.878 | 32,90 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 25.542 | 632 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 1.188.417 | 1,14 | 36.461 | 13,12 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 25.014 | 140,33 | 786 | 175,44 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11.210 | 344 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1.469.689 | 1,01 | 45.090 | 12,97 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 76.169 | 13,75 | 2.337 | 27,23 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 606.728 | 0,53 | 18.614 | 12,44 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 158.806 | 25,15 | 5 | 33,33 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 50.701 | 15,69 | 1.553 | 29,20 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 158.906 | 2,92 | 4.875 | 15,11 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 259.164 | 7.951 | ||||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 460.643 | 17,03 | 14.133 | 30,90 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 19.397 | 595 | ||||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 6.710 | 206 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 8.339 | 256 | ||||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 247.554 | 7.595 |