Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab International Equity ETF eröffnet haben, gehören Owl Creek Wealth Partners LLC, Sentinel Advisory Group, LLC, St. Clair Advisors, LLC, Financial Solutions Advisory Group, Inc., Cooper Financial Group, Seeds Investor Llc, Summitpoint Capital Management, Private Advisory Group LLC, Apex Wealth Management, LLC, Fortune 45 LLC, Accent Capital Management, LLC, Vanguard Advisers Inc, Frank, Rimerman Advisors LLC, Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, 71 West Capital Partners, Davidson Trust Co, Orographic Financial Advisors, LLC, Zions Bancorporation, National Association /ut/, und Spartan Wealth Advisory Services LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Friedenthal Financial | 705 | 0,71 | 17 | 6,25 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 38.794 | 5,16 | 960 | 8,35 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 183.632 | 4.545 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.285.163 | 0,04 | 31.808 | 3,00 | ||||
| 2026-04-22 | 13F | Motco | 1.627 | 40 | ||||||
| 2026-04-20 | 13F | 25 Llc | 15.707 | 1,91 | 389 | 4,86 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 47.588 | 4,14 | 1.178 | 7,19 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 9.618 | 238 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.112.346 | 0,43 | 77 | 4,05 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 31.792 | 1,68 | 787 | 4,66 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 21.887 | 542 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 155.326 | 52,53 | 3.723 | 51,10 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 21.930 | 543 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 157.151 | 4,50 | 3.889 | 7,58 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 25.395 | 21,57 | 629 | 25,10 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 35.948 | 31,84 | 890 | 35,73 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 239.575 | 14,54 | 5.929 | 17,92 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 2.045.299 | 64,89 | 50.621 | 69,76 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 358.863 | 33,86 | 8.882 | 37,82 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 30.745 | 12,98 | 761 | 16,21 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 72.276 | 2,85 | 1.789 | 5,86 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 30.142 | 0,09 | 746 | 3,18 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 220 | 100,00 | 5 | 150,00 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 10.130 | 251 | ||||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 26.297 | 1,02 | 651 | 4,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 319 | 54,85 | 8 | 75,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 134 | 13,68 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 271.822 | 6.728 | ||||||
| 2026-04-20 | 13F | Davidson Trust Co | 46.370 | 1.148 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 24.070 | 2,95 | 596 | 5,87 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 19.326 | 0,01 | 478 | 3,02 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.186 | 53 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 144.228 | 5,28 | 3.570 | 8,38 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 260.662 | 1,91 | 6.451 | 4,93 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.218.486 | 9,69 | 79.658 | 113.695,71 | ||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 302.295 | 1,64 | 7.482 | 4,64 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.459 | 23,01 | 61 | 25,00 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 1.186.723 | 9,77 | 29.371 | 13,02 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 8.691 | 215 | ||||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 48.125 | 3,41 | 1.191 | 6,53 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 464.196 | 13,81 | 11.489 | 17,16 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 101.938 | 45,87 | 2.523 | 50,21 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 230 | 6 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 62.204 | 53,35 | 1.540 | 57,85 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 24.608 | 66,32 | 609 | 71,55 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 116.701 | 2.888 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 8.891 | 220 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 646.762 | 0,06 | 16.007 | 3,02 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 13.310 | 75,04 | 329 | 80,77 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 71.113 | 14,47 | 1.710 | 18,19 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 237.749 | 2,17 | 5.884 | 5,20 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 8.672 | 215 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 192.523 | 15,28 | 4.765 | 18,68 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 29.862 | 62,33 | 739 | 67,19 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 101.982 | 80,14 | 2.524 | 85,59 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 12.065 | 10,08 | 299 | 13,31 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 41.819 | 2,86 | 1.035 | 5,94 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.172.413 | 0,65 | 29.012 | 3,61 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 4.594 | 0,15 | 114 | 2,73 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 30.992 | 10,62 | 767 | 13,97 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 10.862 | 261 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 33.110 | 59,17 | 819 | 63,80 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 11.229 | 0,61 | 278 | 3,36 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 340.473 | 17,90 | 8.427 | 21,38 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 19.420 | 6,45 | 0 | |||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 172.990 | 9,04 | 4.281 | 12,27 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 16.396 | 15,39 | 435 | 19,83 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.149.146 | 0,67 | 28.431 | 3,60 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2.624 | 65 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 115.459 | 8,85 | 2.776 | 12,39 | ||||
| 2026-05-12 | 13F | Lathrop Investment Management Corp | 13.792 | 2,41 | 0 | |||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 9.793 | 7,86 | 242 | 11,01 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 336.907 | 27,40 | 8.338 | 31,16 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 363.193 | 2,55 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 20.859 | 7,89 | 516 | 11,21 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 199.625 | 8,48 | 4.941 | 11,69 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 2.806.554 | 8,53 | 69.462 | 11,74 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 18.667 | 7,05 | 462 | 10,26 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 31.840 | 5,84 | 788 | 8,99 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.847.119 | 5,10 | 45.716 | 8,21 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 469.280 | 7,85 | 11.615 | 11,03 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 57.417 | 1,88 | 1.421 | 4,95 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 355.244 | 8.792 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 23.579 | 7,75 | 584 | 10,84 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 26.318 | 9,24 | 651 | 12,44 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 190.343 | 54,70 | 4.711 | 59,28 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.042.225 | 12,87 | 100.045 | 16,20 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 63.379 | 5,71 | 1.569 | 8,81 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 856.265 | 4,36 | 21.193 | 7,44 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 3.694 | 91 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 690.140 | 1,22 | 17.081 | 4,21 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 52.795 | 1,99 | 1.307 | 4,98 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 2.978 | 74,97 | 74 | 82,50 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 63.248 | 2,73 | 1.565 | 5,74 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 12.683 | 3,32 | 314 | 6,10 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.414.506 | 3,74 | 35.009 | 6,81 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 22.106 | 1,63 | 547 | 4,79 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 15.795 | 0,77 | 391 | 3,72 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 429.946 | 9,23 | 10.641 | 12,46 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 151.182 | 3.742 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 12.368 | 4,34 | 306 | 7,75 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 832.795 | 3,33 | 20.612 | 6,38 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 38.504 | 81,17 | 953 | 86,67 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4.877 | 122,29 | 121 | 130,77 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 19.312 | 12,56 | 478 | 15,78 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 984 | 24 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 20.769 | 4,72 | 514 | 7,98 | ||||
| 2026-04-24 | 13F | Essex LLC | 802.934 | 1,29 | 19.873 | 4,28 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 598.620 | 4,55 | 14.816 | 7,63 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 21.488 | 532 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 140.429 | 24,02 | 3.476 | 31,88 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 146.851 | 31,33 | 3.692 | 184.450,00 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 175 | 75,00 | 4 | 100,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 84.174 | 4,39 | 2.083 | 7,48 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 29.310 | 725 | ||||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 39.495 | 32,32 | 978 | 36,26 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 41.315 | 273,18 | 1.023 | -29,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 21.192.861 | 2,77 | 524.524 | 5,80 | ||||
| 2026-04-13 | 13F | Trust Co | 34 | 47,83 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.825.535 | 18,04 | 45 | 21,62 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 22.948 | 111,81 | 568 | 118,08 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.860 | 2,41 | 96 | 5,56 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 13.637 | 0,10 | 338 | 3,06 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 34.004 | 6,76 | 842 | 9,93 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 16.100 | 4,12 | 398 | 7,28 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 14.394 | 7,47 | 356 | 10,90 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 74.588 | 27,28 | 1.846 | 31,11 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 7.235 | 179 | ||||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 18.465 | 14,30 | 457 | 17,78 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38.777 | 2,59 | 960 | 5,62 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 17.152 | 12,56 | 425 | 15,85 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 503.832 | 0,05 | 12.470 | 3,00 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 21.201 | 0,55 | 525 | 3,56 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 31.685 | 3,16 | 784 | 6,23 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 10.136 | 4,11 | 251 | 6,84 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 197.870 | 0,09 | 4.878 | 2,63 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 12.323 | 14,95 | 305 | 18,29 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 21.560 | 0,43 | 534 | 3,29 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 42.091 | 14,64 | 1.042 | 18,03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 409.285 | 10,37 | 10.130 | 13,63 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 28.422 | 0,90 | 683 | 4,27 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 428.888 | 3,26 | 10.615 | 6,30 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.160.052 | 26,34 | 29.162 | 32,11 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 13.696 | 15,58 | 339 | 21,58 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 49.890 | 10,02 | 1.231 | 9,14 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 320.640 | 23,19 | 7.936 | 18,77 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 18.075 | 2,03 | 447 | 5,18 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 923.441 | 0,91 | 22.855 | 3,90 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1.206.817 | 3,47 | 29.869 | 6,53 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 8.393 | 208 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 10.507 | 21,93 | 260 | 25,60 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 193.858 | 2,36 | 4.798 | 5,38 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.723 | 43 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 61.119 | 0,09 | 1.513 | 3,07 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 26.972 | 2,74 | 668 | 0,00 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 563.033 | 3,11 | 13.935 | 6,16 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 30.008 | 743 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 19.327 | 478 | ||||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 36.185 | 47,27 | 896 | 51,69 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 577.177 | 0,83 | 14.285 | 3,81 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 113.864 | 8,32 | 2.863 | 13,26 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8.222 | 203 | ||||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 351.769 | 0,53 | 8.706 | 3,51 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 152.970 | 0,75 | 3.786 | 3,73 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 13.434 | 0,62 | 333 | 3,43 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 962 | 5,95 | 24 | 9,52 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 17.410 | 100,00 | 431 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 69.728 | 1.726 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 20.612 | 8,63 | 510 | 11,84 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 8.484 | 0,95 | 210 | 3,47 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6.285 | 24,50 | 158 | 25,40 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 182.470 | 10,84 | 4.516 | 14,13 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 9.138 | 226 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11.529 | 5,53 | 285 | 8,78 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 370 | 1,09 | 9 | 12,50 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 194.440 | 3,04 | 4.812 | 6,08 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 38.379 | 63,89 | 950 | 68,86 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 40.845 | 0,03 | 1.011 | 2,96 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 27.569 | 9,15 | 722 | 11,61 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.247.016 | 0,01 | 30.864 | 2,96 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.828 | 15,76 | 70 | 18,97 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 200.579 | 4.964 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 60 | 1 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 53.637 | 373,91 | 1.328 | 387,87 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 387.280 | 2,34 | 9.585 | 5,36 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 98.201 | 14,77 | 2.361 | 18,53 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 10.923 | 28,17 | 270 | 32,35 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 157.654 | 6,84 | 3.902 | 9,98 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 43.088 | 0,36 | 1.066 | 3,29 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 24.400 | 604 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 123.188 | 17,48 | 2.961 | 21,30 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 15.056 | 373 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 5.249 | 126 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 8.621 | 0 | ||||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 398.560 | 731,11 | 9.864 | 756,25 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 99.513 | 4,24 | 2.463 | 7,28 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 7.192 | 583,00 | 178 | 612,00 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 197.275 | 20,55 | 4.729 | 20,21 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 952.201 | 166,09 | 23.567 | 173,96 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 49.107 | 25,01 | 1.215 | 28,71 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 552.149 | 0,95 | 13.666 | 3,93 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 7.782 | 207 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 23.346 | 3,83 | 578 | 6,85 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 34.811 | 19,06 | 862 | 22,65 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10.860 | 22,86 | 269 | 26,42 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.125.753 | 6,34 | 77.362 | 9,48 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 11.099 | 7,23 | 275 | 10,48 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 8.688 | 1,14 | 215 | 4,37 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.470.297 | 21,99 | 36.390 | 25,59 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.264.073 | 28,03 | 31.286 | 31,82 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 112.785 | 10,45 | 2.711 | 14,05 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 3.147 | 1,52 | 78 | 6,94 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 30.793 | 1,77 | 762 | 4,81 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 29.126 | 42,08 | 721 | 46,34 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 50.900 | 279,31 | 1.260 | 269,21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 202.639 | 41,02 | 5 | 66,67 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 21.372 | 146,85 | 529 | 153,85 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 155.038 | 123,37 | 3.837 | 130,04 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 10.745 | 1,69 | 266 | 4,33 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 123.607 | 0,91 | 3.059 | 3,91 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.224 | 1.610,77 | 55 | 1.733,33 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 913.719 | 15,90 | 22.615 | 19,32 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 402.899 | 0,82 | 9.972 | 3,80 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 8.345.201 | 29,08 | 201.026 | 29,34 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 13.200 | 327 | |||||
| 2026-05-15 | 13F | Fmr Llc | 5.375.922 | 1,99 | 133.054 | 5,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.402.151 | 158.453 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 36.591 | 15,67 | 906 | 19,08 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 12.811 | 317 | ||||||
| 2026-05-15 | 13F | EFG International AG | 600 | 15 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.064 | 224 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 118.143 | 0,66 | 3.093 | 5,35 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 98.974 | 6,11 | 2.450 | 9,23 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1.886 | 47 | ||||||
| 2026-05-13 | 13F | Mairs & Power Inc | 30.586 | 1,95 | 757 | 4,99 | ||||
| 2026-05-05 | 13F | PFG Advisors | 104.731 | 0,38 | 2.592 | 3,35 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 52.875 | 16,24 | 1.309 | 19,67 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 8.893 | 220 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 24.894 | 191,53 | 616 | 200,49 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 38.291 | 8,05 | 948 | 11,28 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 965.577 | 57,39 | 23.898 | 62,04 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.042 | 26 | ||||||
| 2026-04-28 | 13F | Blossom Wealth Management | 153.471 | 48,35 | 3.798 | 52,78 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 17.131 | 19,36 | 424 | 22,61 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 34.697 | 13,38 | 878 | 19,46 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 971 | 0,52 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6.910 | 67,88 | 171 | 74,49 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.123.076 | 3,36 | 27.796 | 6,41 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 8.958 | 222 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 603 | 786,76 | 15 | 1.300,00 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 641 | 16 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 889.185 | 3,12 | 22.007 | 6,17 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 657.658 | 2,31 | 16.277 | 5,33 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 8.807 | 2,80 | 218 | 5,85 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.854.408 | 1,69 | 45.897 | 4,69 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 33.285 | 2,13 | 824 | 5,11 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 86.756 | 4,12 | 2.147 | 7,19 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.221.234 | 2,24 | 153.976 | 5,26 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 747 | 1.283,33 | 18 | 1.700,00 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 108.642 | 15,33 | 2.974 | 31,32 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 27.991 | 0,76 | 693 | 3,75 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 2.470.899 | 0,84 | 61.155 | 3,82 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 627.770 | 11,98 | 15.537 | 15,29 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 28.251 | 699 | ||||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 815.401 | 0,73 | 20.181 | 3,71 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 1.627.397 | 114,09 | 40.278 | 120,42 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 6.885.220 | 2,71 | 170.724 | 5,94 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 9.326 | 231 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 31.567 | 23,30 | 781 | 26,99 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 15.654 | 6,15 | 387 | 9,32 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 385.679 | 0,38 | 9.546 | 3,35 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 197.262 | 5,70 | 4.882 | 8,83 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 679.997 | 3,37 | 16.830 | 6,43 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 15.384 | 1,32 | 381 | 4,11 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 89.527 | 12,74 | 2.216 | 16,09 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 587.601 | 10,13 | 14.543 | 13,39 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 185.053 | 16,37 | 4.580 | 19,83 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 13.830 | 342 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 50.012 | 5,42 | 1.238 | 8,51 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 70.529 | 13,17 | 1.746 | 16,49 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 449.155 | 3,79 | 11.117 | 6,85 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 698.930 | 0,26 | 17.299 | 3,22 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 67.341 | 3,90 | 1.667 | 6,93 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 672.336 | 0,34 | 16.640 | 3,30 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 167.924 | 16,39 | 4.156 | 19,84 | ||||
| 2026-05-01 | 13F | American Trust | 15.675 | 1,96 | 388 | 4,88 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13.776 | 341 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.182.884 | 8,08 | 103.531 | 11,27 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 249.684 | 3,00 | 6.180 | 6,04 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 158.248 | 10,41 | 3.917 | 13,67 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 77.734 | 0,06 | 1.924 | 3,00 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 189.107 | 47,34 | 4.680 | 43,43 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 1.620 | 20,90 | 43 | 27,27 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 3.659 | 0,97 | 91 | 3,45 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.836 | 243 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 8.408.940 | 4,46 | 208.121 | 7,54 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1.562.897 | 13,91 | 38.682 | 17,27 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 84.305 | 1,56 | 2.087 | 4,56 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 367 | 31,54 | 9 | 50,00 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 743.203 | 10,38 | 19.416 | 13,60 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.027.127 | 6,73 | 50.171 | 9,88 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 73.364 | 38,13 | 1.816 | 42,24 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 7.767 | 1,26 | 192 | 4,35 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 7.298 | 6,42 | 181 | 9,76 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 54.260 | 14,80 | 1.343 | 18,13 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 144.035 | 23,05 | 3.565 | 26,65 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 81.061 | 2.006 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 8.526 | 211 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 29.880 | 2,75 | 740 | 5,72 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 20.824 | 5,46 | 515 | 8,65 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 38.649 | 1.024 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 112.810 | 0,36 | 2.792 | 3,33 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 1.089.722 | 4,87 | 26.971 | 7,96 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 105.196 | 0,18 | 2.604 | 3,13 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 6.097.616 | 2,52 | 150.916 | 5,55 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 15.248 | 9,49 | 377 | 12,87 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 28.844 | 106,97 | 714 | 112,84 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 124.100 | 3.071 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 717.988 | 4,63 | 17.770 | 7,72 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.891 | 1,92 | 121 | 5,22 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 582.566 | 12,35 | 14.419 | 15,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 258.327 | 2,65 | 6.394 | 106.466,67 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 11.845 | 0,51 | 293 | 3,53 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 55.736 | 0,72 | 1.379 | 3,68 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.831.941 | 0,96 | 144.341 | 3,94 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 15.645 | 387 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1.300 | 89,50 | 32 | 100,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 21.658 | 17.366,13 | 544 | 27.100,00 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 212 | 38,56 | 5 | 66,67 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 60.516 | 0,09 | 1.498 | 3,03 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 74 | 2 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 212.578 | 35,13 | 5.508 | 40,77 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4.174 | 103 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 363.247 | 2,16 | 8.990 | 5,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 571.791 | 6,62 | 14.152 | 9,77 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 93.919 | 2,13 | 2.324 | 5,16 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 1.113.799 | 0,17 | 27.567 | 3,13 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 23.954 | 7,90 | 593 | 11,07 | ||||
| 2026-05-12 | 13F | Creative Planning | 47.134.843 | 12,61 | 1.166.587 | 15,94 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 10.855 | 0,46 | 269 | 3,47 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 41.478 | 50,56 | 1.027 | 54,98 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 98.767 | 14,11 | 2.444 | 17,50 | ||||
| 2026-04-21 | 13F | Ketron Financial | 12.251 | 303 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 744.320 | 1,07 | 18.422 | 4,05 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 8.112 | 201 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 21.033 | 553 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 58.942 | 31,73 | 1.419 | 32,00 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 114.499 | 6,75 | 2.834 | 9,89 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 15.103 | 374 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 862 | 21 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 138.959 | 3.439 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 21.987 | 18,83 | 544 | 22,52 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 198.180 | 1,70 | 4.905 | 4,70 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 188.240 | 1,18 | 4.659 | 4,16 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 11.008 | 4,34 | 272 | 7,51 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 16.728 | 100,26 | 336 | 67,50 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 20.509 | 7,19 | 508 | 10,46 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 13.016 | 312 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 34.802 | 837 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 90.128 | 93,55 | 2.231 | 98,22 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 79.765 | 29,95 | 1.974 | 33,83 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 22.667 | 23,57 | 545 | 27,40 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 23.966 | 1 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 7.317.057 | 1,65 | 181.097 | 4,65 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1.453 | 33,92 | 36 | 34,62 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 16.528 | 12,20 | 409 | 15,54 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 446.212 | 1,36 | 11.664 | 10,22 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 165 | 4 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 256.111 | 7,99 | 6.339 | 11,17 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 162.183 | 31,16 | 4.014 | 35,06 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 1.282.583 | 6,37 | 31.744 | 9,52 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 12.639 | 0,15 | 313 | 2,97 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 6.253 | 155 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 31.264 | 12,32 | 752 | 36,55 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 368.371 | 0,18 | 9.117 | 3,15 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 56.794 | 5,89 | 1.406 | 9,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 474 | 12 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 958.363 | 14,75 | 24 | 15,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 525.592 | 18,42 | 13.008 | 21,92 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 20.106 | 10,74 | 498 | 13,99 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 14.048 | 10,96 | 348 | 14,14 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1.305.257 | 2,63 | 32.305 | 5,66 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 10.312 | 255 | ||||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 1.215.330 | 12,69 | 30.079 | 16,02 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 282.830 | 2,62 | 7.000 | 5,66 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 205.260 | 2,61 | 5.080 | 5,66 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 14.838 | 5,68 | 367 | 8,90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2.560.398 | 82,05 | 63.370 | 87,42 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 57.864 | 2,91 | 1.432 | 6,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 821.161 | 0,85 | 20.324 | 3,83 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 50.273 | 267,25 | 1.244 | 278,12 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 700 | 19,90 | |||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 386.874 | 1,95 | 9.575 | 4,97 | ||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 58.796 | 0,75 | 1.545 | 10,13 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6.911.388 | 2,74 | 171.057 | 5,77 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 362.180 | 2,26 | 8.964 | 5,27 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 25.619 | 6,11 | 634 | 9,31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.554 | 103,40 | 38 | 111,11 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 756.706 | 10,49 | 18.728 | 13,76 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.496 | 469,63 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 9.611 | 238 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 85.603 | 0,53 | 2.119 | 3,47 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 9.995.681 | 11,67 | 247.242 | 14,85 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.938.733 | 11,99 | 70.648 | 15,61 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 24.650 | 756 | ||||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 27.304 | 5,40 | 676 | 8,52 | ||||
| 2026-05-11 | 13F | Commerce Bank | 92.177 | 60,91 | 2.281 | 65,65 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 47.286 | 10,32 | 1.170 | 13,59 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 45.789 | 1 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 669 | 16,35 | 17 | 23,08 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.536.409 | 28,51 | 87.530 | 31,43 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 52.129 | 48,75 | 1.290 | 53,21 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 269.930 | 65,75 | 6.681 | 70,63 | ||||
| 2026-01-29 | 13F | Comerica Bank | 151.643 | 9,42 | 3.645 | 12,99 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 4.795 | 0,93 | 119 | 3,51 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 2.863 | 5.742,86 | 71 | 6.900,00 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 514.295 | 61,48 | 12.729 | 66,25 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 9.372 | 128,70 | 232 | 135,71 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 374.609 | 0,04 | 9.272 | 3,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 14.595 | 13,51 | 361 | 16,83 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 12.769 | 25,80 | 316 | 29,51 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 16.108 | 399 | ||||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 33.913 | 0,53 | 839 | 3,58 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 40.085 | 1,77 | 992 | 4,86 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 54.010 | 31,69 | 1.337 | 35,63 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 100.843 | 63,71 | 2.496 | 68,58 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 14.374 | 40,07 | 356 | 44,31 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 49.460 | 28,37 | 1.224 | 32,18 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 61.115 | 15,36 | 1.513 | 18,77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 146.673 | 17,06 | 3.630 | 20,48 | ||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 478.557 | 7,77 | 11.844 | 10,95 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 39.879 | 987 | ||||||
| 2026-05-13 | 13F | IF Advisors, LLC | 108.455 | 38,40 | 2.684 | 42,54 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 272.642 | 10,52 | 6.748 | 13,78 | ||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 90.280 | 2,58 | 2.234 | 5,63 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 11.589 | 28,75 | 287 | 32,41 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.482.356 | 2,27 | 36.688 | 5,29 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 55.705 | 1,75 | 1.379 | 4,71 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 19.677 | 487 | ||||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 18.249 | 5,83 | 0 | |||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 11.662 | 38,64 | 289 | 42,57 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 15.870 | 0,06 | 393 | 2,89 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 52.409 | 374,81 | 1.297 | 389,43 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 8.532 | 225 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 695.632 | 1,91 | 19.033 | 7,37 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 18.420 | 20,85 | 456 | 24,32 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 107.408 | 24,44 | 2.658 | 28,16 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 710.476 | 11,49 | 17.584 | 14,78 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 810.459 | 280,56 | 20.059 | 291,83 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 9.676 | 0,87 | 239 | 3,91 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 185.695.369 | 2,72 | 4.595.960 | 5,75 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 34.949 | 1,15 | 865 | 4,10 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 73.702 | 21,21 | 1.824 | 24,85 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 236 | 6 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 18.478 | 0,95 | 457 | 3,86 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1.136.035 | 2,56 | 28.117 | 5,58 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 71.881 | 54,64 | 1.779 | 59,27 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 54.689 | 6,27 | 1.354 | 9,38 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 1.035.545 | 1,69 | 24.895 | 5,01 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 39.174 | 12,11 | 970 | 15,36 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.729.716 | 57,25 | 41.461 | 56,80 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 713.571 | 1,68 | 17.939 | 6,34 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7.007.246 | 13,30 | 173.429 | 16,64 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 59.070 | 57,04 | 1.462 | 61,62 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.018.620 | 1,50 | 25.211 | 4,50 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 10.000 | 248 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 112.268 | 42,22 | 2.779 | 46,44 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 108.872 | 9,50 | 2.695 | 12,72 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 79.348 | 2,74 | 1.964 | 5,77 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 129.349 | 3.201 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 218.914 | 5,65 | 5.263 | 9,10 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 366.831 | 0,60 | 9.079 | 3,58 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 11.073 | 9,93 | 274 | 13,22 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 25.025 | 619 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 14.701 | 36,73 | 364 | 40,70 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 1.050.120 | 0,14 | 25.990 | 3,10 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 29.408 | 22,72 | 728 | 26,22 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 17.308 | 428 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 5.683.178 | 1,05 | 141 | 3,70 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 22.715 | 4,29 | 562 | 7,46 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 864.057 | 0,46 | 21.385 | 3,43 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 8.285 | 205 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 102.114 | 0,34 | 2.527 | 3,31 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 9.579 | 0,24 | 237 | 3,49 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 4.062 | 32,88 | 0 | |||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 79.132 | 26,59 | 1.959 | 30,36 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 10.217 | 4,73 | 253 | 7,69 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.673.285 | 2,13 | 41.414 | 5,14 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 179.333 | 0,62 | 4.438 | 3,59 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 964.585 | 41,78 | 23.873 | 45,97 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.478.304 | 51,38 | 185.088 | 55,85 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 87.661 | 105,58 | 2.170 | 111,61 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 24.111 | 6,99 | 597 | 10,17 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 194.366 | 4.811 | ||||||
| 2026-04-17 | 13F | Robbins Farley Llc | 225.365 | 130,02 | 5.578 | 136,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 792.046 | 17,71 | 19.603 | 21,19 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 81.897 | 582,25 | 2.027 | 603,47 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.949 | 242 | ||||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 10.501 | 260 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 167.618 | 9,29 | 4.149 | 12,53 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 35.823 | 887 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 726.820 | 17.989 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 104.597 | 34,71 | 2.589 | 38,69 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 10.294 | 16,84 | 255 | 20,38 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 8.241 | 204 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 66.421 | 10,95 | 1.644 | 14,18 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 50.770 | 53,25 | 1.257 | 57,79 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 2.208.619 | 0,62 | 54.663 | 3,59 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 277.733 | 11,19 | 6.874 | 14,47 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 481 | 12 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 24.385 | 10,18 | 604 | 13,35 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 22.304 | 0,36 | 552 | 3,37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 80.580 | 0,21 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 2.688 | 16,46 | 67 | 20,00 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 587.923 | 1,90 | 14.551 | 4,92 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 84.620 | 523,31 | 2.094 | 542,33 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 613.858 | 5,13 | 15.193 | 8,24 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 25.484 | 152,47 | 613 | 161,54 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 866.102 | 0,63 | 21 | 5,00 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 18.868 | 44,98 | 467 | 49,36 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 11.103 | 4,83 | 275 | 7,87 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 391.473 | 0,92 | 9.688 | 3,90 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 53.264 | 43,60 | 1.394 | 56,45 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 84.214 | 43,60 | 2.084 | 47,91 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 98.253 | 2.432 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 4.579.118 | 0,34 | 113.333 | 3,31 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 63.756 | 1,15 | 1.578 | 4,09 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 22.045 | 4,30 | 546 | 7,28 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 9.857 | 6,94 | 244 | 9,95 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 28.926 | 2,53 | 695 | 5,95 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 28.076 | 706 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 11.864 | 294 | ||||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 7.467 | 201 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 10.874 | 269 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 506.326 | 0,65 | 12.532 | 3,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.575.417 | 32,86 | 162.742 | 36,79 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.021 | 2,59 | 322 | 5,57 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 589.687 | 30,31 | 14.595 | 34,15 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 10.206 | 6,25 | 253 | 9,57 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 15.996 | 14,24 | 396 | 17,56 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 825.252 | 26,83 | 20.425 | 30,57 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 20.680 | 2,99 | 512 | 6,02 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 255.678 | 98,17 | 6.291 | 102,87 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 452.213 | 7,49 | 11.192 | 10,67 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 5.243 | 3.466,67 | 130 | 4.200,00 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 11.877 | 294 | ||||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 37.981 | 37,23 | 940 | 41,35 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 9.284 | 10,70 | 230 | 13,93 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 10.348 | 0,92 | 256 | 4,07 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 674.993 | 16.706 | ||||||
| 2026-04-21 | 13F | Bennett Selby Investments Lp | 24.284 | 601 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 13.240 | 9,13 | 328 | 12,37 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 45.000 | 1.114 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 413.682 | 47,46 | 10.239 | 51,81 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 176.820 | 4.251 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 163.979 | 1,66 | 4.058 | 4,67 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 5.183 | 0,43 | 128 | 3,23 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 112.702 | 7,14 | 2.789 | 10,32 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 8.522 | 0,37 | 223 | 7,77 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 113.482 | 1,84 | 2.809 | 1,34 | ||||
| 2026-05-14 | 13F | Broadleaf Partners, LLC | 874.865 | 11,94 | 21.653 | 15,25 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 547.084 | 2,61 | 13.540 | 5,64 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 510.702 | 13,04 | 12.640 | 16,38 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 427.739 | 19,25 | 10.587 | 22,78 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 81.315 | 15,61 | 2.013 | 19,05 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 82.197 | 120,43 | 2.034 | 127,01 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 31.756 | 786 | ||||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 280.131 | 0,28 | 6.933 | 3,25 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 10.476 | 259 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 126.767 | 6,45 | 3.137 | 9,61 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 515.958 | 10,19 | 12.770 | 13,44 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 311.053 | 0,27 | 7.699 | -0,77 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 15.174 | 376 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 94 | 2 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 235.884 | 195,00 | 5.838 | 203,75 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 9.371 | 51,90 | 232 | 56,08 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 419.548 | 35,67 | 10.384 | 39,67 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 8.887 | 220 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 328.151 | 169,98 | 8.122 | 177,93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 724.580 | 35,04 | 18 | 41,67 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.143.277 | 17,28 | 77.799 | 20,75 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 674.398 | 14,20 | 18.377 | 26,35 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 52.061 | 1.289 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 9.411.516 | 5,37 | 232.935 | 8,48 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 8.636 | 214 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 313.195 | 20,15 | 7.752 | 23,70 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 2.316 | 57 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 999.638 | 15,53 | 24.741 | 18,95 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12.395 | 307 | ||||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 9.010 | 2,27 | 223 | 5,21 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 75.971 | 32,57 | 1.986 | 44,15 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 129.822 | 13,59 | 3.213 | 16,96 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 25.627 | 3,37 | 670 | 12,61 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 39.626 | 4,13 | 981 | 7,22 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 376.056 | 1,63 | 9.307 | 4,63 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 185.708 | 0,31 | 4.596 | 3,28 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 174.215 | 2,03 | 4.312 | 5,04 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 509.431 | 2,46 | 12.608 | 5,48 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 15.506.947 | 11,29 | 383.797 | 14,58 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.551.204 | 38,11 | 112.642 | 42,19 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 31.806 | 1,60 | 787 | 4,65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 462.130 | 59,44 | 11.438 | 64,14 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.419 | 3.634,21 | 35 | |||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 36.680 | 17,98 | 908 | 21,42 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 5.590 | 273 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 678 | 17 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 67.140 | 107,71 | 1.662 | 113,77 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 11.777 | 291 | ||||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 229.120 | 23,89 | 5.671 | 27,56 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 8.254 | 219 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 13.075 | 324 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 15.741 | 4,06 | 390 | 7,16 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.705.673 | 8,20 | 66.965 | 11,40 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 28.293 | 1,05 | 700 | 4,01 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 224.369 | 71,44 | 5.553 | 76,51 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 108.642 | 2.974 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 1.136.276 | 3,04 | 27.316 | 6,41 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 27.906 | 7,06 | 691 | 10,22 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 9.322 | 3,55 | 231 | 6,48 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 4.940 | 14,91 | 122 | 18,45 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 151.722 | 7,45 | 3.755 | 10,64 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 51.438 | 0,88 | 1.273 | 3,92 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 305.549 | 1,64 | 7.562 | 107.928,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 182.235 | 164,53 | 4.510 | 172,34 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 60.269 | 110,60 | 1.492 | 117,03 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 195 | 2,63 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 24.789 | 0,45 | 614 | 3,37 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 9.787 | 4,88 | 242 | 8,04 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 2 | ||||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 4.468 | 0 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 337.641 | 5,24 | 8.357 | 8,35 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17.657 | 437 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 5.016 | 9,54 | 124 | 12,73 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 20.888 | 42,39 | 517 | 46,59 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 1.036.722 | 0,15 | 27.141 | 6,50 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 16.729 | 1,08 | 414 | 4,28 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 11.700 | 8,01 | 290 | 11,15 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 10.524 | 8,87 | 260 | 12,07 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 176.441 | 52,79 | 4.367 | 57,28 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 41.311 | 31,35 | 1.022 | 35,19 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 535.880 | 11,39 | 14.147 | 16,24 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 860.982 | 0,87 | 21.309 | 3,85 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.188.851 | 0,07 | 55.028 | 4,65 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 76.020 | 3,17 | 2.034 | 6,33 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 12.209.080 | 12,02 | 302.175 | 15,33 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 33.120 | 1,63 | 820 | 4,60 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 293.942 | 27,12 | 7.275 | 30,89 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 390.605 | 381,60 | 10.687 | 418,99 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 18.518 | 19,18 | 458 | 22,79 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 11.081 | 247 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 160.101 | 3,66 | 3.962 | 6,73 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 26.359 | 5,43 | 652 | 8,49 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 54.260 | 1.343 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 13.463 | 224,64 | 333 | 236,36 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 41.155 | 7,82 | 1.019 | 11,01 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 69.693 | 3,32 | 1.873 | 15,55 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 26.503 | 0,35 | 656 | 3,31 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 175.330 | 0,35 | 4.339 | 3,31 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 101.624 | 43,83 | 2.515 | 48,12 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 31.363 | 2,55 | 776 | 5,58 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 150.817 | 1,86 | 3.733 | 4,86 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 1.101.452 | 1,53 | 27.261 | 4,53 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 1.145.614 | 0,07 | 28.354 | 3,02 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 41 | 1 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 10.776 | 6,31 | 267 | 9,47 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 16.042 | 20,01 | 397 | 23,68 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1.618.896 | 1,69 | 40.068 | 4,70 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 244.188 | 1,16 | 6.044 | 4,14 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 10.362 | 249 | ||||||
| 2026-05-05 | 13F | Holistic Financial Partners | 558.092 | 0,85 | 13.813 | 3,82 | ||||
| 2026-04-24 | 13F | Clarity Wealth Advisors, LLC | 10.662 | 0,99 | 264 | 3,95 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 193.508 | 10,48 | 4.789 | 13,75 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 42.505 | 1.052 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 123.606 | 3,08 | 3.059 | 6,14 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 12.882 | 37,31 | 319 | 41,33 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 36.870 | 1,16 | 913 | 4,11 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.084 | 281,69 | 27 | 333,33 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 62.122 | 0,84 | 1.538 | 3,85 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 116.338.040 | 4,36 | 2.879.366 | 7,44 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 28.042 | 694 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 198.670 | 0,27 | 4.917 | 3,23 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 15.195 | 376 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 53.675 | 5,28 | 1.328 | 8,41 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 8.316 | 206 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 10.283 | 0,21 | 255 | 3,25 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 377.579 | 31,46 | 9.345 | 35,36 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 17.478 | 433 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 36.644 | 32,24 | 907 | 36,04 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.134 | 53 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 176.733 | 20,43 | 4.374 | 24,01 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 55.227 | 31,54 | 1.367 | 35,38 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 856.903 | 32,09 | 21.208 | 35,99 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 90.907 | 14,09 | 2.250 | 17,44 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 21.043 | 0,72 | 521 | 3,59 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 10.593 | 5,62 | 262 | 8,71 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 88 | 2 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 55.784 | 81,18 | 1.381 | 86,49 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 22.149 | 78,51 | 548 | 83,89 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.985 | 72 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 17.357 | 430 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 770.682 | 1,42 | 19.074 | 4,42 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 80.107 | 105,76 | 2.014 | 115,29 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 574.087 | 2,81 | 14.209 | 5,85 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 29.407 | 37,27 | 728 | 41,44 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 100.277 | 12,75 | 2.482 | 16,04 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 181.385 | 4.827 | ||||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 75.556 | 171,22 | 1.589 | 301,01 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11.863 | 294 | ||||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 36.212 | 0,07 | 896 | 3,11 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 80.880 | 13,27 | 2.002 | 16,61 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 60.797 | 0,64 | 1.505 | 3,58 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 291.215 | 24,11 | 7.208 | 27,78 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 492.472 | 3,04 | 12.189 | 6,07 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 99.033 | 7,48 | 2.451 | 10,70 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 201.972 | 3,91 | 4.999 | 6,98 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 1.133 | 288,01 | 28 | 300,00 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 13.473 | 333 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 248.153 | 5,57 | 6.142 | 8,67 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 14.160 | 3,08 | 350 | 6,06 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 348.038 | 0,38 | 8.614 | 3,34 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 311.252 | 2,58 | 7.703 | 5,61 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 18.473 | 10,02 | 457 | 13,40 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 267.932 | 13,90 | 6.631 | 17,26 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 292.799 | 0,24 | 7.247 | 3,20 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 12.484 | 4,43 | 309 | 7,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.907.799 | 0,33 | 47.218 | 3,29 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 10.258 | 1,13 | 254 | 4,12 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 282.132 | 36,90 | 6.983 | 40,94 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 570.600 | 2,01 | 14.122 | 5,02 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 39.187 | 164,12 | 970 | 172,19 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 669.670 | 151,14 | 16.576 | 158,60 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 34.588 | 7,76 | 856 | 11,02 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 8.191 | 203 | ||||||
| 2026-05-12 | 13F | PCM Encore, LLC | 15.769 | 10,11 | 390 | 13,37 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 113.692 | 5,52 | 2.814 | 8,61 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 22.801 | 4,24 | 564 | 7,43 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 224.597 | 8,78 | 5.559 | 11,99 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 10.044 | 115,44 | 249 | 121,43 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 342.720 | 8,31 | 8.482 | 11,52 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 68.596 | 9,06 | 1.698 | 12,24 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 9.992 | 16,13 | 247 | 19,90 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 54.755 | 6,94 | 1.355 | 10,16 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 8.154 | 16,34 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 155.914 | 2,41 | 3.859 | 5,41 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 8.192 | 203 | ||||||
| 2026-04-23 | 13F | URS Advisory LLC | 13.837 | 342 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 1.538.351 | 1,10 | 38.074 | 4,08 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 9.706 | 240 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 302.286.734 | 1,52 | 7.481.597 | 4,52 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 13.137 | 4,26 | 325 | 7,62 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 872.481 | 13,68 | 21.594 | 17,04 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 52.323 | 3,79 | 1.295 | 6,94 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 30.863 | 31,81 | 764 | 35,77 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 10.093 | 21,09 | 260 | 29,50 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4 | 0 | ||||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 37.384 | 14,93 | 925 | 18,44 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 89.369 | 2,32 | 2.212 | 5,34 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 28.272 | 52,40 | 751 | 61,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.969.527 | 0,40 | 47.347 | 105.115,56 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 16.766 | 44,40 | 415 | 48,39 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 57.481 | 4,41 | 1.423 | 7,48 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 40.566 | 0,49 | 1.004 | 3,51 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 466.253 | 57,90 | 11.540 | 62,57 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 62.195 | 0,26 | 1.539 | 3,22 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 6.904.650 | 0,29 | 170.890 | 3,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 147.900 | 6,56 | 3.661 | 9,71 | |||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 37.744 | 1,09 | 934 | 4,12 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 27.796 | 227,36 | 688 | 236,76 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 14.233 | 352 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 48.076 | 6,44 | 1.190 | 9,59 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 160.059 | 1.262,78 | 3.961 | 895,23 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 65.060 | 233,66 | 1.610 | 244,02 | ||||
| 2026-04-16 | 13F | Friday Financial | 199.229 | 4,65 | 4.931 | 7,74 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 1.046.042 | 30,05 | 25.890 | 33,90 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 29.006 | 24,97 | 718 | 28,73 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 352.445 | 4,19 | 8.723 | 7,28 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 30.927 | 26,12 | 765 | 29,88 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 32.318 | 5,13 | 1 | |||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 32.654 | 219,92 | 808 | 229,80 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 290.408 | 2,50 | 7.188 | 5,52 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 236.076 | 13,67 | 5.843 | 17,03 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 343.470 | 1,64 | 8.501 | 4,64 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1.868.703 | 2,49 | 46.250 | 5,52 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 176.063 | 2,27 | 4.358 | 5,29 |
