Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. Large-Cap ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Stillwater Private Wealth, LLC, Diversify Wealth Management, Llc, Benson Investment Management Company, Inc., Spartan Wealth Advisory Services LLC, 71 West Capital Partners, Tiaa-cref Individual & Institutional Services, Llc, Stark Wealth Management LLC, OFS Enterprise LLC, Orographic Financial Advisors, LLC, Shearwater Capital LLC, Owl Creek Wealth Partners LLC, Vanguard Advisers Inc, Seeds Investor Llc, Baer Investment Advisory LLC, GatePass Capital, LLC, Carl Stuart Investment Advisor, Inc, Immaculate Wealth Management LLC, Vanguard National Trust Co, und Retiremitten Financial 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 | CWA Asset Management Group, LLC | 48.056 | 146,76 | 1.232 | 135,11 | ||||
| 2026-04-28 | 13F | St. Johns Investment Management Company, LLC | 1.024.781 | 0,89 | 26.275 | -3,87 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 225.196 | 5.774 | ||||||
| 2026-04-20 | 13F | 25 Llc | 9.840 | 2,76 | 252 | -1,95 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 61.563 | 41,08 | 1.578 | 34,41 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 10.067 | 1,11 | 258 | -3,37 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 102.619 | 6,14 | 2.631 | 1,15 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 2.351.837 | 3,30 | 60.301 | -1,57 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 2.763 | 0,29 | 71 | -5,41 | ||||
| 2026-04-22 | 13F | Motco | 13.523 | 11,78 | 347 | 6,46 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 276.481 | 1,87 | 7.089 | -2,94 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.128.488 | 2,02 | 28.934 | -2,80 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 55.943 | 13,70 | 1.434 | 8,31 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 16.234 | 416 | ||||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 18.743 | 2,36 | 481 | -2,44 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 56.389 | 0,15 | 1.446 | -4,62 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 13.213 | 0,29 | 339 | -4,52 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 166.304 | 0,51 | 4.475 | 2,68 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 66.491 | 21,95 | 1.705 | 16,16 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 62.801 | 16,98 | 1.565 | 7,56 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 20.088 | 1,95 | 515 | -2,83 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 1.911.179 | 1,06 | 49.003 | -3,71 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 10.607 | 7,41 | 272 | 2,26 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 18.790 | 0,05 | 482 | -4,75 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 405.467 | 1,63 | 10.396 | -3,16 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.035 | -16,19 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 14.116 | 23,06 | 362 | 17,21 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 940.055 | 0,31 | 24.103 | -4,43 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 815.158 | 4.048,60 | 20.901 | 3.858,33 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 303.852 | 20,95 | 7.791 | 15,24 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 36.919 | 0,00 | 947 | -4,73 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 471.088 | 6,89 | 12.079 | 1,85 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 901.405 | 1,55 | 23.112 | -3,24 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 189.035 | 120,81 | 4.847 | 110,42 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 16.971 | 8,10 | 435 | 3,08 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 130.985 | 0,21 | 3.358 | -4,52 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1.745 | 0,35 | 45 | -4,35 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.366.564 | 1,23 | 60.679 | -3,54 | ||||
| 2026-05-15 | 13F | Raine Group LLC | 291.783 | 0,16 | 7.481 | -4,57 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 234.769 | 6 | ||||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 562.509 | 28,27 | 14.423 | 22,21 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 335.085 | 0,39 | 8.592 | -4,35 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 13.422 | 344 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 10.446 | 268 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 10.490.753 | 4,92 | 268.983 | -0,03 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 9.782 | 0,29 | 251 | -4,58 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 42.972 | 0,50 | 1.102 | -4,26 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 518.164 | 9,14 | 13.286 | 3,99 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 7.982 | 0,03 | 205 | -4,67 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.758 | 45 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 92.091 | 0,62 | 2.361 | -4,10 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.948 | 0,67 | 0 | |||||
| 2026-04-28 | 13F | RW Investment Management LLC | 8.754 | 224 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 20.524 | 35,28 | 526 | 28,92 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 252.472 | 14,40 | 6.473 | 9,01 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 1.365.636 | 14,86 | 35.015 | 9,44 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 243.620 | 0,54 | 6.246 | -4,20 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 98.100 | 8,72 | 2.515 | 3,58 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 70.530 | 4,30 | 1.808 | -0,60 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 27.308 | 4,97 | 700 | -1,69 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 11 | 0 | ||||||
| 2026-05-14 | 13F | St. Louis Trust Co | 1.324.361 | 2,09 | 33.957 | -2,73 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 20.183.412 | 3,39 | 517.497 | -1,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 102.817 | 84,29 | 2.636 | 75,62 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 2.359.231 | 60.491 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 286.631 | 0,59 | 7.348 | -4,24 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 12.513 | 0,29 | 325 | -4,13 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 91.442 | 2,22 | 2.689 | 11,72 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.772.378 | 5,73 | 71.084 | 0,74 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 46.925 | 0,15 | 1.203 | -4,52 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 799.274 | 0,30 | 20.493 | -4,43 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 15.285 | 16,59 | 392 | 11,08 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 27.027 | 13,61 | 693 | 8,13 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 7.924 | 2,54 | 203 | -1,93 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 682.382 | 1,88 | 17.496 | -2,93 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 14.287 | 0,02 | 366 | -4,69 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 111.886 | 0,29 | 2.869 | -4,46 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 877.990 | 3,43 | 22.512 | -1,45 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 19.274 | 0,75 | 494 | -3,89 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8.340 | 20,87 | 214 | 15,14 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 952.828 | 0,23 | 24.431 | -4,50 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 17.819 | 0,04 | 457 | -4,80 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 19.326 | 1,14 | 496 | -3,70 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 8.385 | 0,07 | 215 | -4,89 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.589.316 | 16,61 | 40.750 | 11,11 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 361.265 | 2,48 | 9.263 | -2,36 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 569.955 | 3,40 | 14.614 | -1,48 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 59.591 | 159,25 | 1.528 | 147,09 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 50.214 | 0,29 | 1.287 | -4,45 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.205.151 | 4,09 | 30.900 | -0,82 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 336.094 | 4,22 | 8.605 | -0,82 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 8.721 | 224 | ||||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 22.852 | 5,59 | 586 | 0,52 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 35.867 | 0,61 | 920 | -4,17 | ||||
| 2026-04-24 | 13F | Essex LLC | 938.695 | 0,29 | 24.068 | -4,44 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 10.440 | 0,21 | 268 | -4,64 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.218 | 339 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 1.203.797 | 0,39 | 30.865 | -4,34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 249.040 | 102,56 | 6.385 | 93,02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 269.343 | 0,53 | 6.906 | -4,23 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34.435 | 49,16 | 883 | 42,03 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 725.397 | 1,30 | 18.744 | 98.552,63 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 9.848 | 275 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 35.413 | 0,11 | 944 | -0,84 | ||||
| 2026-04-13 | 13F | Trust Co | 5.818 | 25,23 | 149 | 19,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 11.052 | 0,36 | 283 | -4,39 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 7.555 | 194 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 31.447 | 82,65 | 806 | 74,08 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 361.084 | 1,62 | 9.258 | -3,17 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.833.652 | 18,53 | 47.015 | 12,85 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 20.529 | 68,08 | 526 | 60,37 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 44.573 | 2,82 | 1.143 | -2,06 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 286.900 | 1,47 | 7.356 | -3,31 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 10.093 | 1,34 | 260 | -2,99 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 363.701 | 5,72 | 9.327 | 1,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 11.380 | 292 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 26.640 | 0,59 | 683 | -4,07 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 7.988 | 205 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 35.408 | 37,00 | 908 | 30,50 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 270.923 | 0,64 | 6.946 | -4,11 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 10.608 | 0,01 | 272 | -4,56 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 146.817 | 3,60 | 3.764 | -1,29 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 10.570 | 0,07 | 271 | -4,58 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 9.143 | 1,22 | 234 | -3,70 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.826.364 | 3,57 | 72 | -1,37 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 268.645 | 3,78 | 6.888 | -1,12 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 12.917 | 0,29 | 348 | 2,36 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 91.991 | 2,95 | 2.355 | -3,92 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 10.472 | 269 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 65.442 | 24,01 | 1.678 | 15,89 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.281.779 | 2,79 | 32.865 | -2,06 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.924.387 | 23,97 | 127.246 | 19,04 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 1.135 | 0,35 | 29 | -3,33 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 22.856 | 23,30 | 586 | 17,67 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 294.754 | 21,06 | 7.557 | 15,34 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5.134.222 | 1,15 | 131.641 | -3,62 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 216.949 | 69,96 | 5.563 | 61,92 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 21.284 | 22,94 | 546 | 17,20 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 18.185.644 | 7,21 | 466.280 | 2,15 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 7.583.229 | 6,38 | 194.434 | 1,26 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.193.362 | 1,77 | 30.598 | -3,03 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 32.251 | 6,00 | 827 | 0,98 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 37.604 | 0,08 | 1 | -100,00 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 135.639 | 1,23 | 3.478 | -3,55 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 56.237 | 1,33 | 1.442 | -3,48 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 15.842 | 0,79 | 406 | -3,79 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 193 | 0,52 | 5 | -20,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 114.010 | 2.923 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 4.034 | 0,30 | 103 | -4,63 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 11.132 | 299 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11.201 | 2,44 | 287 | -2,38 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 23.147 | 1,40 | 593 | -3,42 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1.500 | 40 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17.722 | 0,08 | 454 | -4,62 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.337 | 510,50 | 34 | 580,00 | ||||
| 2026-04-21 | 13F | Aull & Monroe Investment Management Corp | 58.871 | 1,07 | 1.509 | -3,70 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.482 | 15,71 | 371 | 10,42 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 465.050 | 3,45 | 11.924 | -1,44 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 14.652 | 1,83 | 376 | -3,10 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 30.578 | 0,19 | 784 | -4,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.411 | 0,02 | 114 | -5,83 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 13.993 | 0,29 | 359 | -4,53 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 18.157 | 0,01 | 466 | -4,71 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 417.005 | 5,95 | 10.692 | 0,95 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 2.123 | 54 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 511.892 | 1,02 | 13.125 | -3,75 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 12.093 | 895,31 | 310 | 474,07 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 10.995 | 282 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 3.397 | 87 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 247.920 | 0,21 | 6.855 | 1,32 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 45.196 | 0,28 | 1.159 | -4,46 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 2.760.441 | 70.778 | ||||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 77.969 | 0,78 | 2.089 | 0,34 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 25.096 | 1,25 | 643 | -3,45 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 158.494 | 0,17 | 4.064 | -4,56 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 113.690 | 67,62 | 2.916 | 55,47 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 30.951 | 17,22 | 794 | 11,69 | ||||
| 2026-04-06 | 13F | CX Institutional | 64.988 | 0,42 | 2 | 0,00 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 8.151 | 0,17 | 209 | -4,59 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.118 | 29 | ||||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 17.314 | 3,18 | 444 | -1,77 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 4.991 | 134 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9.031 | 232 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 282.868 | 4,35 | 7.292 | -0,03 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 179.312 | 0,66 | 4.598 | -4,09 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 9.708 | 0,02 | 242 | -7,66 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 10.380 | 2,28 | 266 | -2,56 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 21 | 50,00 | 1 | |||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 28.067 | 0,29 | 720 | -4,52 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 28 | 180,00 | 1 | |||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 51.076 | 1,76 | 1.310 | -3,04 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 14.923 | 0,27 | 383 | -4,50 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 12.098 | 1,24 | 310 | -3,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.356.239 | 32,64 | 84.111 | 23,53 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 318.037 | 7,31 | 8.154 | 2,24 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 38.943 | 5,70 | 998 | 0,71 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1.242.003 | 1,93 | 31.841 | -2,89 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 45.169 | 0,85 | 1.158 | -3,90 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 153.244 | 8,21 | 3.929 | 3,10 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 14.100 | 362 | |||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 2.724.434 | 1,09 | 69.854 | -3,69 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 277.239 | 4,74 | 7.108 | -1,40 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 13.048 | 0,04 | 335 | -4,57 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 73.444 | 21,82 | 1.883 | 16,09 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 99.457 | 135,43 | 2.550 | 124,47 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 3.185 | 9,94 | 82 | 5,19 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14.557 | 11,98 | 373 | 6,88 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 13.436 | 0,29 | 345 | -4,44 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 37.778 | 969 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 1.471.484 | 0,78 | 37.729 | -3,98 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 40.121 | 0,11 | 1.029 | -4,64 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 13.329 | 1,15 | 342 | -3,67 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 1.588.906 | 5,67 | 40.740 | 0,68 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 432.743 | 0,08 | 11.096 | -4,65 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 9.599 | 246 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.476.983 | 3,27 | 37.870 | -1,61 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 12.222 | 313 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 7.768.711 | 20,22 | 199.190 | 14,55 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 11.663 | 0,01 | 299 | -4,47 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 11.523 | 295 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 9.743 | 2,53 | 250 | -2,35 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 54.711 | 5,72 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 14.557 | 0 | ||||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 15.389 | 97,78 | 448 | 114,35 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 61.283 | 158,99 | 1.571 | 147,01 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 2.234.687 | 1,57 | 57.297 | -3,22 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 186.486 | 8,45 | 4.782 | 3,33 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 15.463 | 30,47 | 396 | 24,53 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 18.221 | 467 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 34.682 | 0,26 | 900 | -3,33 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.319 | 0,30 | 34 | -5,71 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 118 | 3 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 26.561 | 0,23 | 681 | -4,49 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 11.441 | 12,10 | 293 | 6,93 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 42.564 | 0,11 | 1.091 | -4,63 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 134.052 | 4,96 | 3.437 | 0,03 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 20.818 | 0,03 | 534 | -4,82 | ||||
| 2026-05-05 | 13F | PFG Advisors | 408.690 | 7,08 | 10.479 | 2,03 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 957.802 | 4,24 | 24.558 | -0,68 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 4.924 | 126 | ||||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 72.029 | 0,02 | 1.847 | -4,75 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 32.805 | 0,29 | 841 | -4,43 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 22.405 | 4,12 | 574 | -0,86 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 24.738 | 0,05 | 634 | -4,66 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 26.323 | 675 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3.129 | 1,59 | 89 | 5,95 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 49.322 | 28,97 | 1.265 | 22,84 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 12.390 | 318 | ||||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 25.505 | 22,37 | 654 | 16,61 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 114.659 | 35,55 | 2.940 | 29,13 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 64.559 | 1,17 | 1.655 | -3,61 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 3.987.666 | 43,78 | 102.244 | 36,99 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 748.048 | 0,94 | 19.180 | -3,83 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 40.059 | 22,38 | 1.027 | 16,70 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 20.145 | 517 | ||||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 91.609 | 2.349 | ||||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 294.803 | 4,83 | 7.559 | -0,12 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 84.082 | 14,56 | 2.156 | 9,11 | ||||
| 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 | 54.419 | 4,38 | 1.395 | -0,50 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 22.350 | 0,01 | 573 | -4,66 | ||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 32.581 | 0,02 | 835 | -4,68 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1.753 | 45 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 48.179 | 13,51 | 1.235 | 8,14 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 12.978 | 8,04 | 333 | 2,79 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 76.690 | 30,11 | 1.966 | 23,96 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 423.120 | 0,22 | 10.849 | -4,52 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 9.693 | 18,19 | 249 | 12,73 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 14.102 | 362 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 17.236 | 0,13 | 442 | -4,75 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 30.635 | 0,29 | 785 | -4,50 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 12.760 | 327 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 10.204 | 2,40 | 262 | -2,61 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 246.185 | 0,58 | 6.312 | -4,16 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 15.702 | 0,29 | 403 | -4,51 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 36.568 | 3,39 | 938 | -1,47 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 8.794 | 225 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.168 | 9,36 | 31 | 10,71 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 579 | 16 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 20.115 | 0,85 | 516 | -3,92 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 194.111 | 11,24 | 4.977 | 6,01 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 220.341 | 5.650 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 57.974 | 17,03 | 1.486 | 11,48 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 19.184.892 | 1,02 | 491.915 | -3,74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 758.980 | 2,09 | 19.460 | -2,73 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 47.019 | 2,03 | 1.206 | -2,82 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.831.944 | 5,82 | 72.611 | 0,82 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7.575 | 7,25 | 204 | 9,14 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 8.700 | 223 | ||||||
| 2026-04-10 | 13F | Country Trust Bank | 633 | 16 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 10.166.832 | 2,32 | 260.678 | -2,51 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 546.669 | 4,69 | 14.017 | -0,25 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 70.344 | 0,27 | 1.804 | -4,45 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 49.694 | 0,22 | 1.274 | -4,50 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 143.312 | 1,45 | 3.675 | -3,34 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 74.984 | 7,60 | 1.923 | 2,51 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 33.190 | 0,29 | 851 | -5,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 192.098 | 0,55 | 4.925 | -4,20 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 722.603 | 4,88 | 18.528 | -0,07 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.456 | 10,09 | 242 | 4,76 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 11.263 | 0,18 | 289 | -4,64 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 5.712 | 90,46 | 146 | 82,50 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 11.480 | 7,17 | 294 | 2,08 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 74.653 | 0,79 | 1.914 | -3,96 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 63.116 | 13,13 | 1.618 | 7,79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3.067.334 | 1,18 | 78.646 | -3,59 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 142.120 | 1,14 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 87.475 | 11,73 | 2.243 | 6,46 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 460.470 | 0,01 | 11.806 | -4,71 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 16.698 | 26,49 | 428 | 20,56 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.050 | 0,29 | 27 | -7,14 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 95.321 | 106,25 | 2.444 | 96,62 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 33.532 | 0,08 | 860 | -6,43 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 165.907 | 218,59 | 4.465 | 225,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 900 | 200,00 | 23 | 187,50 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 135.076 | 2,59 | 3.463 | -2,26 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 1.569.703 | 27,31 | 40.247 | 21,30 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16.550 | 0,05 | 424 | -4,72 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 617 | 16 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.660 | 0,29 | 299 | |||||
| 2026-04-24 | 13F | Innova Wealth Partners | 19.284 | 494 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 15.370 | 0,29 | 394 | -4,37 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 23.104 | 0,54 | 592 | -4,21 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 290 | 23,40 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 18.801 | 0,03 | 482 | -4,55 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.138 | 0,23 | 55 | -5,26 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 156.034 | 4.372 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.353 | 0,16 | 112 | -4,31 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 287.397 | 40,91 | 7.369 | 34,26 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 1.408.154 | 5,74 | 36 | 2,86 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 19.557 | 0,02 | 501 | -4,75 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 25.110 | 0,06 | 644 | -4,74 | ||||
| 2026-04-21 | 13F | Ketron Financial | 10.901 | 280 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 85.099 | 0,15 | 2.182 | -4,59 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 89.000 | 0,30 | 2.282 | -4,44 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 31.558 | 0,01 | 809 | -4,71 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 46.879 | 1,22 | 1.326 | 6,42 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 9.055 | 232 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 79.136 | 94,34 | 2.029 | 85,30 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 26.712 | 0,03 | 685 | -4,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 82.881 | 6,09 | 2.125 | 1,09 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 20.278 | 91,75 | 505 | 77,82 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 75.693 | 19,40 | 1.941 | 13,78 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 497 | 0,40 | 13 | -7,69 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 25.473 | 0,24 | 653 | -4,39 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 32.579 | 96,78 | 835 | 87,64 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.079 | 3,96 | 352 | 6,04 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 215.514 | 9,13 | 5.526 | 3,97 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 10.753 | 0,30 | 276 | -4,51 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.989.152 | 51.002 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 13.151 | 1,59 | 337 | -3,16 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 712.987 | 0,35 | 18.281 | -4,39 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.149.357 | 0,65 | 29.470 | -4,10 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 27.023 | 95,00 | 693 | 84,04 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 7.128 | 8,89 | 183 | 3,41 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 47.797 | 30,75 | 1.226 | 24,62 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 37.801 | 0,01 | 969 | -4,72 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 34.592 | 0,80 | 887 | -4,01 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 77.331 | 1.983 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 13.826 | 8,81 | 372 | 11,38 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 77.221 | 16,17 | 1.980 | 10,68 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.606.214 | 43,28 | 220.663 | 36,52 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 43.824 | 2,60 | 1.124 | -2,26 | ||||
| 2026-05-15 | 13F | Family Management Corp | 61.286 | 0,01 | 1.571 | -4,67 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 405.472 | 6,53 | 11.369 | 9,62 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.501.411 | 191,58 | 38.496 | 177,83 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 3.500.440 | 2,78 | 89.751 | -2,07 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11.170 | 17,25 | 286 | 11,72 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 9.555 | 0,28 | 245 | -4,30 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1.704 | 101,42 | 44 | 95,45 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 20.453 | 17,01 | 524 | 11,49 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 207.316 | 1,65 | 5.316 | -3,15 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.465.453 | 2,94 | 37.574 | -1,92 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.045.472 | 3,78 | 52 | -1,89 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.795.988 | 2,75 | 46.049 | -2,10 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 712.672 | 160,29 | 18.273 | 147,99 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.025 | 15,41 | 231 | 10,00 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 9.987 | 7,79 | 256 | 2,81 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 14.106 | 362 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 8.906 | 18,49 | 228 | 12,87 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 13.967 | 0,04 | 358 | -4,53 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.172 | 30 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 70.179 | 0,09 | 1.799 | -4,61 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 11.405 | 12,40 | 292 | 6,96 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 72.599 | 0,24 | 1.861 | -4,47 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 2.141.313 | 7,95 | 54.914 | 2,87 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 22.033 | 565 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 68.727 | 0,08 | 1.762 | -4,60 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 9.470 | 0,01 | 243 | -4,72 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2.576.470 | 0,25 | 66.061 | -4,48 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 434.250 | 1,16 | 11.134 | -3,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 245.480 | 6 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 10.381.527 | 1,43 | 266.153 | -3,37 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63.723 | 11,52 | 1.634 | 6,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 257.254 | 11,48 | 7 | 0,00 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 443.360 | 0,39 | 11.368 | -4,35 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 30.141 | 1,81 | 773 | -3,02 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 163.980 | 21,57 | 4.204 | 15,84 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.427.777 | 0,52 | 36.608 | -4,23 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 151.679 | 4,73 | 3.889 | -0,21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.338.839 | 157,63 | 85.608 | 143,57 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 75 | 2 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 133.145 | 3.414 | ||||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 4.082.829 | 2,45 | 104.790 | -2,28 | ||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 2.283.449 | 3,50 | 58.548 | -1,38 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 45.727 | 444,24 | 1.172 | 418,58 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 11.761 | 3,97 | 302 | -0,99 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 745.894 | 5,80 | 19.125 | 0,81 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 25.874 | 1,43 | 663 | -3,35 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 18.762 | 69.388,89 | 481 | -4,56 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 46.810 | 1.200 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 23.916 | 101,26 | 613 | 92,16 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 74.146 | 1,72 | 1.901 | -3,06 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2.435 | 1,88 | 62 | -3,12 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 442.732 | 146,40 | 11 | 175,00 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 281.825 | 0,23 | 7.226 | -4,49 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 161 | 0,62 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 161 | 335,14 | 4 | |||||
| 2026-05-11 | 13F | Commerce Bank | 199.241 | 45,06 | 5.109 | 38,20 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 12.016 | 308 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 37.262 | 0,12 | 955 | -4,60 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 1.306.822 | 0,00 | 33.507 | -4,72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 44.678 | 1.146 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 35.379 | 15,46 | 907 | 10,07 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 25.500 | 27,50 | 654 | 21,38 | |||
| 2026-05-19 | 13F | Front Row Advisors LLC | 105.629 | 0,00 | 2.708 | -4,71 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 41.109 | 0,27 | 1.054 | -4,44 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 45.520 | 2,98 | 1.167 | -1,85 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 7.561 | 203 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 10.593 | 0,24 | 272 | -4,58 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 37.330 | 3,96 | 957 | -0,93 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.781.564 | 0,33 | 45.674 | -4,41 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 83.788 | 2 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 342.348 | 10,14 | 8.778 | 4,94 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 14.835 | 383 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 58.926 | 21,64 | 1.511 | 15,89 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 186.497 | 1,42 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 124.975 | 57,37 | 3.204 | 49,93 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 121.252 | 0,34 | 3.109 | -4,40 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 48.485 | 2,48 | 1.243 | -2,36 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 29.250 | 0,00 | 750 | -4,83 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 1.505.206 | 12,34 | 38.593 | 7,04 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 48.107 | 0,27 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 20.209 | 63,19 | 1 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 62.275 | 0,67 | 1.597 | -4,09 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 90 | 2 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 970.709 | 6,48 | 26.122 | 8,78 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.714.405 | 2,86 | 43.957 | -2,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 725.530 | 1,49 | 18.603 | -3,31 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 551.210 | 6,24 | 14.133 | 1,23 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 34.883.439 | 1,17 | 1.011.620 | 7,71 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 8.474 | 0,27 | 217 | -4,41 | ||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 150.802 | 3.867 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 291.822 | 1,51 | 7.853 | 1,88 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 260.829 | 7,35 | 6.688 | 2,28 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 6.888 | 0,01 | 177 | -4,86 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 19.248 | 5,09 | 494 | 0,20 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 133.899 | 0,73 | 3.433 | -4,00 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 418 | 11 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 366.624 | 1,03 | 9.400 | -3,74 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 15.354 | 0,02 | 394 | -4,84 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2.873.728 | 12,80 | 71.613 | 4,46 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9.723 | 0,52 | 249 | -4,23 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 888 | 23 | ||||||
| 2026-05-07 | 13F | JSF Financial, LLC | 11.905 | 0,29 | 305 | -4,39 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 204.409 | 0,84 | 5.241 | -3,92 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 43.949 | 5,33 | 1.127 | 0,36 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 21.961 | 33,29 | 563 | 30,02 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 421.792 | 1,55 | 10.815 | -3,24 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 11.693 | 1.764,91 | 300 | 1.768,75 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 54.692 | 0,69 | 1.402 | -4,82 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 8.105 | 218 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 136.532 | 0,05 | 3.501 | -4,68 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 207.642 | 0,34 | 5.324 | -4,40 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 39.954 | 6,73 | 1.024 | 1,69 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 29.215 | 0,42 | 749 | -4,22 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 484.258 | 3,62 | 12.416 | -1,27 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.136 | 0,28 | 55 | -5,26 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 34.074 | 8,94 | 874 | 3,80 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 22.746 | 583 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6.152 | 1,50 | 159 | -3,07 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 20.649 | 0,25 | 529 | -4,51 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 45.891 | 1,06 | 1.177 | -3,76 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 29.673 | 3,89 | 761 | -1,04 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 256.581 | 14,20 | 6.579 | 8,82 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.028 | 0,23 | 78 | -4,94 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 40.987 | 2,23 | 1.051 | -2,60 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 11.792 | 0,34 | 302 | -4,43 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 30.591 | 784 | ||||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 260.719 | 6,24 | 6.685 | 1,23 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 9.286 | 0,27 | 238 | -4,42 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.214.806 | 2,53 | 31.148 | -2,31 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 27.211 | 0,26 | 698 | -5,30 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 110.954 | 16,74 | 2.845 | 11,22 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 193.591 | 3,66 | 4.964 | -1,23 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 20.001 | 0,20 | 513 | -4,66 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 15.265 | 419 | ||||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 3.798.994 | 7,16 | 97.406 | 2,10 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10.076.451 | 11,69 | 258.360 | 6,42 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 12.606 | 0,79 | 323 | -3,87 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 59.112 | 18,40 | 1.516 | 12,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 316.014 | 15,06 | 8.103 | 9,62 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 69.032 | 1.770 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 15.422 | 0,18 | 395 | -4,59 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 9.117 | 1,15 | 234 | -3,72 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 2.669 | 0,04 | 68 | -4,23 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 85.740 | 9,23 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 37.368.877 | 4,29 | 958.138 | -0,63 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 18.207 | 0,02 | 467 | -5,86 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.846.870 | 0,03 | 47 | -4,08 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 819 | 36,50 | 21 | 25,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 50.769 | 1.302 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 121.504 | 7,19 | 3.115 | 2,13 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 69.172 | 0,04 | 1.774 | -4,68 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 2.714 | 70 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 81.104 | 2,06 | 2.080 | -2,76 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170.748 | 21,34 | 4 | 33,33 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.161.626 | 124,94 | 106.704 | 114,33 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 72.170 | 2,80 | 1.942 | 5,03 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 12.748 | 0,03 | 327 | -4,68 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 410.899 | 9,50 | 10.535 | 4,34 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 30.678 | 5,17 | 787 | 0,26 | ||||
| 2026-05-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 763.704 | 6,27 | 21.987 | 12,32 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 552.463 | 1,72 | 14.165 | -3,08 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 409.360 | 5,73 | 10.496 | 0,75 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.369 | 0,02 | 317 | -4,52 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.196.324 | 173,96 | 81.954 | 161,04 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 56.257 | 3,97 | 1.442 | -0,96 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.851.852 | 3,56 | 47.482 | -1,32 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 10.635 | 8,13 | 273 | 3,03 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 140.913 | 37,48 | 3.613 | 31,00 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 15.390 | 1,69 | 395 | -3,19 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 1.213.540 | 13,49 | 34.149 | 18,68 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 45.641 | 0,00 | 1.170 | -4,72 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 1.282.553 | 2,74 | 35.103 | 2,89 | ||||
| 2026-05-11 | 13F | Elite Life Management LLC | 482.444 | 1,11 | 13.991 | 7,64 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 56.003 | 40,69 | 1.436 | 33,99 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 772.020 | 9,95 | 19.795 | 4,76 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 84.680 | 0,20 | 2.171 | -4,53 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 8.276 | 0,29 | 212 | -4,93 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 14.868 | 0,01 | 381 | -4,75 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 15.388 | 71,66 | 395 | 63,49 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 259.562 | 0,47 | 6.655 | -4,27 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 40.619 | 76,11 | 1.041 | 67,90 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 16.026 | 50,95 | 411 | 43,86 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 119.707 | 0,45 | 3.069 | -4,30 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 768.276 | 22,69 | 19.699 | 16,90 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 24.936 | 40,31 | 639 | 33,68 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 22.435 | 0,29 | 601 | -0,33 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3.627.186 | 1,84 | 93.001 | -2,97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.417.367 | 0,69 | 36.341 | -4,06 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 552.012 | 4,45 | 14 | 0,00 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8.125 | 0,04 | 208 | -4,59 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 11.700 | 300 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 67.161 | 1,62 | 1.722 | -3,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.922.851 | 9,03 | 49.302 | 3,88 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 579 | 15 | ||||||
| 2026-05-13 | 13F | Stembrook Asset Management, LLC | 21.760 | 0,41 | 558 | -4,46 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 84.550 | 30,75 | 2.168 | 24,54 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 463.946 | 17,06 | 11.896 | 11,53 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.900.806 | 238,09 | 48.737 | 222,14 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 300 | 8 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 424.237 | 3,04 | 10.877 | -1,82 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 9.678 | 9,12 | 248 | 4,20 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 11.430 | 293 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.321.973 | 18,73 | 85.176 | 13,12 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2.119 | 13,19 | 54 | 8,00 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 13.223 | 34,48 | 339 | 28,41 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.204.446 | 21,73 | 86.225 | 24,29 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 27.993 | 0,25 | 718 | -4,53 | ||||
| 2026-05-14 | 13F | Betterment LLC | 28.599.516 | 57,58 | 733 | 50,20 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 23.263 | 39,68 | 596 | 33,04 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 8.254 | 0,30 | 212 | -4,52 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 120.998 | 3.102 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 298.832 | 3,44 | 7.662 | -1,44 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 38.171 | 46,39 | 1.021 | 43,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 166.019 | 54,14 | 4.257 | 46,86 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 24.558 | 630 | ||||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 9.770 | 8,37 | 251 | 3,31 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 37.140 | 6,59 | 952 | 1,60 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 786 | 0,26 | 20 | -4,76 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 78.110 | 2.003 | ||||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 124.393 | 0,13 | 3.189 | -4,61 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 4.691.102 | 0,25 | 120.280 | -4,48 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 453.237 | 224,59 | 11.621 | 209,32 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 88.518 | 15,80 | 2.270 | 10,31 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 890.800 | 22,31 | 22.840 | 16,54 | ||||
| 2026-05-15 | 13F | St. Nicholas Private Asset Management, Inc | 43.429 | 0,17 | 1.114 | -4,55 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 931.113 | 3,94 | 23.874 | -0,97 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 85.121 | 0,51 | 2.182 | -4,26 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 305.184 | 0,20 | 7.825 | -4,53 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 32.982 | 2,47 | 846 | -2,42 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 5.785 | 3,62 | 148 | -1,33 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 163.789 | 8,69 | 4.200 | 3,55 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 616.985 | 1,41 | 16.887 | 3,14 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 123.912 | 24,09 | 3.177 | 18,24 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 21.390 | 0,03 | 548 | -4,70 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 59.881 | 70,88 | 1.535 | 62,95 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 73.853 | 142,98 | 1.894 | 131,70 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 749.201 | 3,28 | 19.210 | -1,59 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 35.613 | 0,69 | 913 | -4,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 9.547.873 | 672,23 | 244.807 | 635,80 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 8.328 | 214 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 166.616 | 0,00 | 4.272 | -4,71 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 4.596 | 118 | ||||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 666.106 | 18,98 | 17.079 | 13,36 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 87.451 | 0,72 | 2.242 | -4,02 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 15.436 | 107,45 | 396 | 97,50 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 1.193.291 | 0,13 | 32.111 | 2,30 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 96.263 | 153,61 | 2.468 | 141,72 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 459 | 0,44 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Keenan, LLC | 15.175 | 0,04 | 389 | -4,66 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 22.200 | 569 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 999 | 0,30 | 26 | -3,85 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 126 | 0,80 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.428 | 0 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 33.945 | 1,72 | 870 | -3,01 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 13.987 | 1,02 | 359 | -3,76 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 24.852 | 75,47 | 637 | 67,19 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 106.518 | 80,87 | 2.654 | 67,13 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 16.646 | 6,47 | 427 | 1,43 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 334.399 | 1,32 | 9.350 | 3,99 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 305.737 | 0,06 | 7.839 | -4,66 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 128.698 | 0,07 | 3.430 | -2,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.088.892 | 4,43 | 53.977 | 0,27 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.835.007 | 5,75 | 51.454 | 8,93 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 40.667 | 127,69 | 1.043 | 117,08 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 845.502 | 1,05 | 21.679 | -3,73 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2.822.930 | 0,23 | 72.380 | -4,50 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 42.785 | 5,33 | 1.097 | 0,37 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 13.376 | 1,02 | 343 | -3,93 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 17.050 | 5,21 | 437 | 0,23 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 94.520 | 0,83 | 2.423 | -3,93 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 291.648 | 4,18 | 7.478 | -0,74 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 724.427 | 2,75 | 18.574 | -2,10 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 6.516.389 | 0,04 | 167.080 | -4,68 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 454.701 | 0,31 | 11.659 | -4,42 | ||||
| 2026-04-28 | 13F | Northern Financial Advisors Inc | 15.556 | 101,50 | 399 | 92,27 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 95.065 | 1,16 | 2.437 | -3,60 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 107.355 | 9,42 | 2.753 | 4,24 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 40.987 | 1.051 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 112.680 | 5,38 | 3.154 | 9,59 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 79.693 | 4,13 | 2.043 | -0,78 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 16.703 | 1,18 | 428 | -3,60 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 10.360 | 3,50 | 266 | -1,49 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 12.870 | 330 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 156.180 | 43,36 | 4.004 | 36,61 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 70.826 | 3,76 | 1.816 | -1,14 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 69.008 | 0,51 | 1.769 | -4,22 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1.256.740 | 0,36 | 32.223 | -4,37 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 50.966 | 383,00 | 1.307 | 361,48 | ||||
| 2026-05-15 | 13F | Capital Wealth Planning, LLC | 10.046 | 4,47 | 258 | -0,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1.669.784 | 3,87 | 42.813 | -1,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 135.270 | 2,27 | 3.468 | -2,56 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 101.652 | 4,20 | 2.602 | -0,91 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 100.810 | 2.337 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 13.577 | 7,95 | 348 | 2,96 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 13.108 | 2,55 | 336 | -2,04 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 29.379 | 168,03 | 753 | 156,12 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 733.431 | 28,43 | 18.805 | 22,37 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 85.757 | 11,16 | 2.199 | 5,88 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 72.174 | 16,28 | 1.851 | 10,78 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 19.881 | 0,51 | 577 | 8,27 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 114.130 | 20,04 | 2.926 | 14,39 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 49.997 | 1,97 | 1.282 | -2,88 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.280 | 0,31 | 33 | -5,88 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 116.177 | 4,21 | 2.979 | -0,73 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 619.052 | 3,74 | 15.872 | -1,15 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 158.323 | 0,38 | 4.059 | -4,36 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 85.038 | 0,14 | 2.180 | -4,60 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 12.660 | 16,96 | 325 | 11,34 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 161.301 | 2,39 | 4.136 | -2,45 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.805 | 45 | ||||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 28.232 | 17,22 | 724 | 11,57 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 528.506 | 16,45 | 13.551 | 10,95 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 296 | 0,34 | 8 | 0,00 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 32.404 | 0,54 | 831 | -4,27 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 22.115 | 86,39 | 571 | 79,00 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 161.616 | 28,25 | 4.144 | 22,18 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 10.998 | 9,33 | 282 | 4,07 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 16.230 | 0,09 | 416 | -4,59 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 8.604 | 0,03 | 221 | -4,76 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 275.048 | 5,27 | 7.052 | 0,31 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 62.486 | 40,99 | 1.682 | 44,04 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 48.590 | 1.330 | ||||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 243.015 | 195,90 | 4.751 | 626,45 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 11.832 | 0,02 | 303 | -4,72 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 9.405 | 241 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 19.397 | 119,80 | 497 | 109,70 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 356.282 | 0,12 | 9 | 0,00 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 18.984 | 109,01 | 487 | 99,18 | ||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 387.945 | 6,61 | 9.947 | 1,58 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 72.271 | 1,15 | 1.853 | -3,59 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 40.471 | 13,72 | 1.038 | 8,36 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 17.395 | 2,69 | 446 | -1,98 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 2.423 | 0,21 | 62 | -4,62 | ||||
| 2026-05-05 | 13F | Gerald Baker Financial Group LLC | 11.621 | 269 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 94.585 | 13,96 | 2.425 | 8,60 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 10.524 | 1,72 | 270 | -3,24 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11.305 | 2,38 | 290 | -2,69 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 6.976 | 1.154,68 | 179 | 1.171,43 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 600 | 15 | ||||||
| 2026-04-15 | 13F | Roan Capital Partners | 8.626 | 221 | ||||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 20.156 | 1,61 | 517 | -3,19 | ||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 18.335 | 60,59 | 470 | 53,09 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.487.726 | 10,65 | 89.425 | 5,43 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 2.500.836 | 1,47 | 64.121 | -3,32 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 63.828 | 1,69 | 1.637 | -3,14 | ||||
| 2026-05-13 | 13F | Somerset Group LLC | 244.908 | 1,16 | 6.855 | 3,93 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 34.836 | 15,58 | 893 | 10,11 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 27.381 | 577,58 | 702 | 550,00 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 7.759 | 0,53 | 199 | -4,35 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 22.236 | 394,13 | 570 | 371,07 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 2.994.436 | 2,69 | 76.777 | -2,17 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 1.313.675 | 127,57 | 33.683 | 116,83 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 114.110 | 0,40 | 2.926 | -4,35 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 1.623 | 42 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.034 | 0,30 | 103 | -4,63 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 37.259 | 8,73 | 955 | 3,58 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 41.357 | 27,01 | 1.060 | 21,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 30.259 | 26,83 | 1 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 24.470 | 10,60 | 627 | 5,38 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 32.416 | 1,25 | 831 | -3,48 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 338.441 | 0,86 | 8.678 | -3,79 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 79.820 | 0,03 | 2.047 | -4,70 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 21.387 | 2,65 | 548 | -2,14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 44.167 | 1,07 | 1.132 | -3,66 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 14.590 | 374 | ||||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 32.444 | 1,66 | 934 | 7,24 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 10.528 | 0,22 | 270 | -4,61 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 13.258 | 8,30 | 340 | 3,04 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 25.392 | 22,08 | 660 | 17,89 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 34.809.568 | 12,34 | 892.517 | 7,04 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 13.711 | 0,59 | 352 | -4,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 281 | 0,36 | 7 | 0,00 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 147.172 | 0,79 | 3.773 | -3,97 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 32.093 | 6,98 | 823 | 1,86 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 131.851 | 25,66 | 3.381 | 19,73 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 169.320 | 10,23 | 4.341 | 21,94 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 54.259 | 6,56 | 1.391 | 1,53 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 14.821 | 58,06 | 380 | 50,79 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 41.324 | 13,06 | 1.169 | 16,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 15.600 | 400 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 102.584 | 3,10 | 2.630 | -1,76 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 66.179 | 67,16 | 1.697 | 59,25 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 4.623 | 119 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 30.452 | 21,66 | 781 | 15,90 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 60.137 | 0,08 | 1.542 | -4,64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.646 | 247 | ||||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 1.032.101 | 1,21 | 26.463 | -3,56 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 1.184 | 30 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 10.812 | 277 | ||||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 31.397 | 67,52 | 805 | 59,72 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 9.724 | 8,51 | 249 | 3,32 | ||||
| 2026-05-05 | 13F | Wedgewood Investors Inc /pa/ | 109.945 | 19,24 | 2.819 | 13,58 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 958.308 | 5,60 | 24.571 | 0,62 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 791.788 | 3,94 | 20.301 | -0,97 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18.796 | 16,99 | 482 | 11,34 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 17.571 | 0,50 | 0 | |||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 19.809 | 16,83 | 508 | 11,18 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 44.405 | 12,57 | 1.139 | 7,26 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 384.951 | 2,83 | 9.870 | -2,02 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 22.405 | 574 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 56.639 | 0,37 | 1.472 | -3,03 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 30.712 | 787 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.559.842 | 1,39 | 39.994 | -3,39 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.335.277 | 4,98 | 34 | -99,90 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1.822.755 | 4,05 | 46.735 | -0,86 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 121.927 | 2,13 | 3.169 | -2,94 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 270.336 | 1.640,06 | 6.931 | 1.558,13 |
