Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Nearwater Capital Markets, Ltd, State Farm Mutual Automobile Insurance Co, Capitolis Liquid Global Markets Llc, Ttp Investments, Inc., TSG Advice Partners, LLC, Navigation Group, LLC, Retiremitten Financial Llc, Kayne Anderson Rudnick Investment Management Llc, TCP Asset Management, LLC, Quent Long Short Global Small Cap Fund, LP, TRB Wealth Management, LLC, Pinnacle Wealth Management Advisory Group, LLC, Pinnacle Associates Ltd, Roan Capital Partners, Sanchez Gaunt Capital Management, LLC, Dagco, Inc., Integrity Wealth Partners, LLC, Ruggiero Investments, Inc., und Inspire Advisors, 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 | Eagle Strategies LLC | 35.603 | 1,98 | 1.625 | 4,84 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 697 | 1,16 | 32 | 3,33 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 149.340 | 1,92 | 6.817 | 4,76 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 767 | 35 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 79.418 | 12.750,81 | 3.686 | 13.548,15 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 9.657 | 0 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 66.492 | 3.035 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 298.256 | 4,78 | 13.615 | 7,71 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 76.151 | 31,79 | 3.382 | 36,77 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 207 | 9 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.928.162 | 12,06 | 407.571 | 15,19 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 43.123 | 4,58 | 1.969 | 7,48 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 6.895 | 2,99 | 315 | 5,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 21.087 | 18,91 | 963 | 22,24 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 38.280 | 15,41 | 1.748 | 18,60 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 24.341 | 138,31 | 1.111 | 145,25 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 23.157 | 19,67 | 1.057 | 23,05 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 714 | 5.850,00 | 33 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 800 | 37 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10.343 | 18,17 | 472 | 21,65 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11.251 | 1,62 | 514 | 4,48 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 16.779 | 2,87 | 766 | 5,66 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12.585 | 7,11 | 575 | 10,17 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 276.912 | 2,45 | 12.641 | 5,32 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 334.773 | 33,34 | 15.293 | 37,17 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 1.804.741 | 1,73 | 82.386 | 4,57 | ||||
| 2026-05-12 | 13F | Creative Planning | 133.821.065 | 6,94 | 6.108.932 | 9,93 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 19.963 | 1,25 | 911 | 4,11 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 11.419 | 14,24 | 550 | 24,15 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 104.394 | 1,27 | 4.766 | 4,11 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 161 | 7 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 2.455 | 94,22 | 0 | |||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15.500 | 14,90 | 1 | |||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 21.120 | 2,36 | 964 | 5,24 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 105.611 | 16,22 | 4.690 | 20,63 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 239.953 | 56,79 | 10.954 | 61,17 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 8.696 | 0,49 | 397 | 3,13 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 167.062 | 7,78 | 7.626 | 10,79 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2.154.387 | 19,33 | 98.348 | 22,66 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 376.600 | 17.192 | ||||||
| 2026-04-29 | 13F | PCB Capital LLC | 33.697 | 13,34 | 1.538 | 16,52 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 30.942 | 5,54 | 1.412 | 8,45 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 747.992 | 3,15 | 34.146 | 6,03 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2.265.319 | 3,63 | 103.412 | 6,52 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 608 | 1.347,62 | 0 | |||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16.524 | 2,94 | 754 | 5,90 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.881 | 542 | ||||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 15.298 | 0,64 | 698 | 3,41 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8.444 | 0,79 | 385 | -0,26 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 30.320 | 0,01 | 1.384 | 2,82 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6.861 | 16,58 | 313 | 19,92 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 53.778 | 7,88 | 2.455 | 10,89 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 253.360 | 8,53 | 11.566 | 11,56 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 46 | 2 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 636.000 | 4,24 | 29.033 | 7,15 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.218.725 | 122,09 | 55.635 | 128,29 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 91.770 | 4,55 | 4.189 | 7,47 | ||||
| 2026-04-13 | 13F | Trust Co | 3.598 | 163,01 | 164 | 173,33 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 244.233 | 2,02 | 11.149 | 4,87 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.669 | 3,21 | 122 | 6,14 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 7.690 | 14,08 | 351 | 17,39 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 414.844 | 10,17 | 18.938 | 13,25 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.504.612 | 16,62 | 66.820 | 16,62 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 523.769 | 6,11 | 23.910 | 9,08 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 16.181 | 78,54 | 739 | 83,58 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 2.657 | 0,38 | 121 | 3,42 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 574.518 | 3,13 | 26.227 | 6,01 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4.285 | 196 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 2.055.459 | 0,05 | 93.832 | 2,84 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 42.295 | 0,51 | 1.931 | 3,32 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.880.432 | 15,51 | 85.842 | 18,74 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 22.981 | 1 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 15.510 | 6,66 | 708 | 9,26 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 831 | 38 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.068 | 49 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 166.581 | 15,17 | 7.604 | 18,39 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66.780 | 0,39 | 3.048 | 3,18 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 226.895 | 16,39 | 10.530 | 21,64 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 150.138 | 9,00 | 6.854 | 12,03 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 798.373 | 23,64 | 35.456 | 28,33 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 9.147 | 3,12 | 418 | 0,24 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 88 | 0 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 291.410 | 19,51 | 13.303 | 22,85 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 9.104 | 10,22 | 416 | 13,39 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 18.636 | 26,39 | 851 | 28,40 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 11.967 | 1,74 | 546 | 4,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 84.717 | 3,54 | 3.867 | 10,49 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2.306.902 | 0,50 | 102.449 | 4,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8.266.335 | 11,49 | 377 | 14,59 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 457.984 | 12,52 | 20.907 | 15,66 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.869 | 0,83 | 177 | 3,53 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 61.400 | 29,42 | 2.803 | 33,05 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 36.473 | 8,42 | 1.665 | 11,45 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 12.420 | 3,16 | 567 | 5,99 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 5.147 | 235 | ||||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 34.524 | 18,07 | 1.576 | 25,98 | ||||
| 2026-04-23 | 13F | Bell Bank | 60.229 | 22,04 | 2.749 | 25,47 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4.726 | 3,48 | 216 | 6,44 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 4.669 | 213 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1.222.405 | 0,89 | 55.803 | 3,71 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 789 | 36 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 828.748 | 37.832 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 24.699 | 3,54 | 1.128 | 6,42 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10.895 | 1,78 | 497 | 4,63 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 461.791 | 9,22 | 21.081 | 12,27 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 10.200 | 0,99 | 466 | 3,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 347.757 | 11,53 | 15.875 | 14,65 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 70.182 | 13,51 | 3.204 | 16,68 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7.450 | 3,13 | 340 | 6,25 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 885 | 40 | ||||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 11.153 | 1,02 | 509 | 3,88 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 16.929 | 6,28 | 773 | 9,19 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 6.714 | 0,46 | 306 | 3,38 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 4.629 | 107,30 | 211 | 113,13 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 2.335 | 107,93 | 107 | 116,33 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 232.694 | 47,19 | 10.622 | 51,31 | ||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 268.597 | 15,49 | 12.261 | 18,72 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 281.259 | 0,56 | 12.839 | -3,26 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 9 | 0 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 190.315 | 8,08 | 9.304 | 18,99 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 25.649 | 1.171 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 154.168 | 0,26 | 7.038 | 3,05 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 2.368 | 9,99 | 108 | 13,68 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 322.109 | 79,61 | 14.704 | 84,63 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 8.422 | 9,14 | 384 | 12,28 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 27.674 | 0,42 | 1.263 | 3,27 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 49.722 | 8,64 | 2.270 | 11,66 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 8.959 | 1,66 | 409 | 4,35 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7.313 | 19,90 | 334 | 23,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 160.864 | 31,47 | 7.343 | 35,16 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 97.736 | 3,03 | 4.462 | 5,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 41.521 | 10,84 | 1.895 | 13,95 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 14.793 | 16,28 | 675 | 19,68 | ||||
| 2026-05-15 | 13F | Fmr Llc | 285.646 | 5,24 | 13.040 | 8,17 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 295.863 | 34,88 | 13.506 | 38,65 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 64.240 | 8,00 | 2.933 | 11,02 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 437.340 | 18,78 | 19.965 | 22,10 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 83.275 | 76,80 | 3.802 | 81,78 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 2.013.662 | 1,57 | 99.314 | 9,85 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 3.820 | 174 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 14.301 | 2,12 | 653 | 4,99 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 16.695 | 1,42 | 762 | 4,24 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 55.084 | 2,87 | 2.515 | 5,72 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 812.605 | 3,04 | 37.095 | 5,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.988.098 | 28,83 | 182.057 | 32,42 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 84.409 | 13,29 | 3.853 | 16,48 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 5.937 | 6,97 | 271 | 10,16 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 106.464 | 3,61 | 4.860 | 6,51 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 17.682.357 | 13,93 | 807.200 | 117.055,15 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 5.854 | 14,07 | 267 | 17,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1.551.434 | 5,19 | 70.823 | 8,13 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 84.788 | 8,94 | 3.871 | 11,98 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 34.837 | 39,89 | 1.590 | 43,89 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 198.510 | 1,53 | 9.062 | 4,37 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 289.571 | 0,62 | 13.219 | 3,43 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 20.858 | 3,86 | 952 | 10,06 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 713.109 | 7,31 | 32.553 | 10,06 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 553.081 | 0,79 | 25.249 | 3,62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.929.518 | 52,03 | 133.732 | 56,28 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 328.131 | 0,24 | 14.979 | 3,04 | ||||
| 2026-04-10 | 13F | Novem Group | 166.685 | 0,11 | 7.609 | 2,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 286.371 | 21,03 | 13.073 | 24,40 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 217.576 | 2,82 | 9.932 | 5,69 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 3.192 | 502,26 | 146 | 530,43 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.090.453 | 69,39 | 95.430 | 74,12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 79.065 | 1,12 | 3.609 | 3,47 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 4.540 | 218 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 4.382 | 200 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 365.369 | 12,54 | 16.679 | 15,68 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1.414.453 | 26,67 | 64.570 | 30,20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 13.509 | 0,91 | 617 | 3,70 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 164.096 | 7,96 | 7.491 | 10,96 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 251.409 | 21,87 | 11.477 | 25,27 | ||||
| 2026-05-14 | 13F | Rench Wealth Management, Inc. | 4.417 | 202 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 94.602 | 2,03 | 4.319 | 4,88 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 771.055 | 2,08 | 35.199 | 4,93 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 389.085 | 807,17 | 17.762 | 832,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 309.665 | 18,65 | 14.136 | 21,97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 38.025.802 | 1,83 | 1.735.878 | 4,67 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 9.068 | 3,41 | 414 | 6,17 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.048 | 130 | ||||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 768.706 | 0,74 | 35.091 | 3,56 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 475 | 22 | ||||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 16.137 | 11,66 | 737 | 14,82 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 88.390 | 20,79 | 4.035 | 24,19 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 189.376 | 10,93 | 8.645 | 14,02 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 20.591 | 14,90 | 940 | 18,11 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 3.045 | 1,84 | 139 | 5,30 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 23.264 | 0,55 | 1.062 | 3,41 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 2.506.993 | 11,05 | 114.444 | 14,16 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1.957.231 | 41,67 | 89.348 | 45,63 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 11.600 | 20,17 | 530 | 23,60 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 17.377 | 115,60 | 842 | 129,43 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 592.378 | 7,69 | 28.955 | 18,53 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 42.541 | 26,23 | 1.942 | 29,75 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 114.088 | 4,14 | 5.208 | 7,05 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 244.583 | 5,34 | 11.165 | 8,28 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 38.061 | 3,90 | 1.737 | 6,83 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 5.261 | 3,38 | 240 | 6,19 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 517 | 23 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4.390 | 200 | ||||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 6.960 | 0,74 | 309 | 4,75 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 222.749 | 1,74 | 10.169 | 4,58 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 13.748 | 36,35 | 628 | 40,27 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.388.924 | 5,51 | 63.404 | 1,74 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 159.260 | 2.975,70 | 7.313 | 3.093,01 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 229.532 | 59,85 | 10.478 | 64,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 295.301 | 47,39 | 13.480 | 51,51 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 337.621 | 1,14 | 15.412 | 3,97 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16.116 | 736 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 34.239 | 81,64 | 1.563 | 86,74 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 2.416 | 110 | ||||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 515.727 | 16,87 | 23.543 | 20,14 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 127.626 | 5,26 | 5.826 | 8,21 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9.622 | 0,01 | 439 | 2,81 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.616 | 1.739,04 | 211 | 1.809,09 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 68.149 | 13,03 | 3.111 | 16,17 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 498.287 | 27,95 | 22.129 | 32,79 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 185.880 | 7,10 | 8.485 | 10,09 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 303.236 | 15,52 | 13.843 | 18,75 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 798.533 | 1,30 | 36.453 | 4,13 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 38.338 | 0,15 | 1.873 | 4,23 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5.501 | 251 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 132.939 | 3,74 | 6 | 20,00 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.912.258 | 1,94 | 87.295 | 4,79 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 56.660 | 1,62 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 69.049 | 0,83 | 3.152 | 3,65 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 124.761 | 1,59 | 5.695 | -2,27 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 239.035 | 11,66 | 10.912 | 14,78 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 5.516 | 1.235,59 | 256 | 1.242,11 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 88.729 | 5,98 | 4.050 | 8,93 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.227.683 | 6,77 | 192.994 | 9,75 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1.386.698 | 8,86 | 63.303 | 11,90 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 109.876 | 4,09 | 4.855 | 3,12 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 148.467 | 15,85 | 6.778 | 19,08 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 10.074 | 490 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 10.311 | 26,84 | 458 | 31,70 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 238.604 | 755,55 | 10.892 | 779,81 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9.087 | 0,26 | 415 | 2,99 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 5.859 | 5,32 | 267 | 8,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 36.181 | 0,63 | 1.652 | 3,45 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 22.437 | 0,03 | 1.024 | 2,81 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 14.174 | 0,07 | 647 | 2,86 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 13.491 | 0,36 | 616 | 3,19 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 12.182 | 9,63 | 556 | 12,78 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 6.956 | 6,07 | 318 | 8,93 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 47.986 | 2.191 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 546 | 24 | ||||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 648.321 | 8,17 | 29.596 | 11,19 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 5.230 | 239 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 398.503 | 7,41 | 18.192 | 10,41 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.916 | 270 | ||||||
| 2026-05-05 | 13F | Navigation Group, LLC | 298.134 | 13.610 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 6.221 | 5,57 | 284 | 8,43 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 306.971 | 14,45 | 14.013 | 17,66 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 67.197 | 53,48 | 3.068 | 48,67 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 8.292 | 17,48 | 379 | 20,77 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 11.483 | 0,38 | 524 | 3,15 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.736 | 65,18 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13.344.665 | 12.238,35 | 609.184 | 12.583,39 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 10.956 | 6,89 | 500 | 9,89 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 533.502 | 3,71 | 25.854 | 2,32 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 14.989 | 684 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 8.789.986 | 4,69 | 401.263 | 7,62 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 129.133 | 4,09 | 5.895 | 6,99 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 304.848 | 4,51 | 14.773 | 5,85 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 5.395 | 3,55 | 246 | 6,49 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 4.478 | 204 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 16.107 | 735 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 12.291.718 | 561.117 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 9.341 | 2,75 | 426 | 5,71 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 15.360 | 701 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.693.142 | 4,41 | 77.291 | 7,32 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 6.923 | 0,28 | 316 | 3,27 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 92.697 | 0,54 | 4.232 | 3,35 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 84.579 | 3,21 | 3.861 | 6,10 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 382.988 | 55,42 | 17.483 | 59,76 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 8.019 | 1,22 | 366 | 4,27 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 45.935 | 42,89 | 2.097 | 46,88 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7.896 | 16,05 | 360 | 19,21 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 77.757 | 3.453 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 418.854 | 5,60 | 19.121 | 8,54 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 792 | 36 | ||||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 66.442 | 3.033 | ||||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 235.549 | 7,98 | 10.753 | 10,98 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.600 | 73 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 2.876.162 | 60,33 | 131.297 | 64,81 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 2.352.670 | 107.399 | ||||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 6.055 | 14,31 | 276 | 17,45 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 6.236 | 285 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 341.282 | 232,97 | 15.580 | 242,32 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 141 | 6 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 11.126 | 11,99 | 508 | 14,97 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 90.936 | 3,35 | 4.151 | 6,25 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 52.219 | 42,24 | 2.384 | 46,20 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 13.058 | 21,75 | 596 | 25,21 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 156.926 | 29,06 | 7.164 | 32,65 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 6.337 | 0,81 | 281 | 0,72 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 191.090 | 4,25 | 8.704 | 1,07 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 955 | 44 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 976.036 | 0,39 | 48.011 | 11,19 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.236.073 | 1.089,72 | 102.077 | 1.123,05 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 29.635 | 31,32 | 1.312 | 30,32 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 176.999 | 2,94 | 8.080 | 5,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 8.000 | 365 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 825.847 | 3,93 | 37.700 | 6,84 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 744.083 | 13,70 | 26.838 | 14,89 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 279.765 | 1,74 | 12.771 | 4,58 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 16.101 | 84,60 | 735 | 89,92 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 6.990 | 6,77 | 319 | 10,00 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 8.608 | 7,29 | 393 | 10,11 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 20.888 | 954 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 129.443 | 14,09 | 5.909 | 17,29 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 44.616 | 95,10 | 2.008 | 97,83 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 10.802 | 2,01 | 493 | 4,89 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11.244 | 30,08 | 513 | 33,94 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.819 | 28,96 | 129 | 31,96 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.666.364 | 4,83 | 121.720 | 7,76 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6.598 | 6,87 | 301 | 9,85 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 7.159 | 5,76 | 327 | 8,67 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 826.336 | 1,39 | 37.722 | 4,22 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 31.536 | 0,00 | 1.440 | 2,79 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 228.669 | 5,32 | 10.439 | 8,27 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 251.852 | 6,00 | 11.497 | 8,97 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 19.511 | 257,67 | 891 | 267,77 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 12.098 | 99,24 | 552 | 105,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 86.897 | 14,54 | 3.967 | 17,72 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 145.554 | 18,67 | 6.645 | 22,00 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 84.289 | 89,49 | 3.848 | 94,78 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.235 | 102 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 26.865 | 7,68 | 1.193 | 11,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 761.956 | 71,67 | 35.362 | 79,40 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 114 | 5 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 580.365 | 2,20 | 26.494 | 5,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 23.315 | 1,65 | 1.064 | 4,52 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 48.645 | 0,59 | 2.348 | 6,83 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.335 | 203,14 | 974 | 211,86 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 199.594 | 10,69 | 9.201 | 15,51 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 23.800 | 0,80 | 1.086 | 3,63 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.100.372 | 1,92 | 141.532 | 4,76 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 246.584 | 3,27 | 11.257 | 6,15 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 89.680 | 13,83 | 4.094 | 17,01 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 23.616 | 5,75 | 1.078 | 8,78 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 487.362 | 39,40 | 22.248 | 43,30 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 100.599 | 0,14 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.971.124 | 11,28 | 89.982 | 14,39 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 29.387 | 239,54 | 1.342 | 249,22 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 4.460 | 204 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.118.182 | 13,47 | 142.353 | 16,64 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 10.775 | 3,76 | 476 | 3,25 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 6.662 | 7,69 | 304 | 10,95 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 6.039.200 | 275.689 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 23.744 | 121,72 | 1.084 | 128,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 107 | 2.040,00 | 5 | |||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 43.645 | 6,48 | 1.992 | 9,45 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 954 | 44 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 791.394 | 20,26 | 36.127 | 23,62 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.808 | 83 | ||||||
| 2026-04-28 | 13F | Bolthouse Investments, LLC | 17.842 | 2,32 | 814 | 5,17 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 7.278 | 6,95 | 332 | 9,93 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 665.721 | 2,70 | 32.973 | 14,54 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.235 | 0,22 | 102 | 3,03 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 15.028 | 7,70 | 686 | 10,82 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 33.752 | 5,82 | 1.541 | 8,76 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 119.500 | 3,33 | 5.455 | 6,21 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 3.637 | 11,05 | 166 | 14,48 | ||||
| 2026-04-24 | 13F | Brown Financial Advisory | 207.722 | 0,73 | 9.483 | 3,54 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11.504 | 525 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 53.908 | 17,85 | 2.461 | 21,12 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 242.675 | 25,11 | 11.078 | 28,60 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 1.949.500 | 88.995 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 36.139 | 6,69 | 1.650 | 9,64 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26.980 | 31,67 | 1.232 | 35,27 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 19.249 | 5,21 | 879 | 8,13 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 112.579 | 10,49 | 5.139 | 13,59 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.822 | 129 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.056 | 47 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 113 | 5 | ||||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 306.344 | 1,27 | 13.985 | 4,09 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 129.267 | 6 | ||||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 77.866 | 21,75 | 3.499 | 27,85 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 7.550 | 23,29 | 345 | 26,94 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 7.761 | 3,40 | 354 | 6,31 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2.589 | 129.350,00 | 118 | |||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 36.043 | 0,11 | 1.645 | 2,94 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 42.987 | 7,29 | 1.962 | 10,29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 314.238 | 29,64 | 14.345 | 33,25 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 8.995 | 411 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 12.997 | 26,99 | 593 | 30,62 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 9.348 | 1,21 | 427 | 3,90 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 82.620 | 1,18 | 3.772 | 4,00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 6.444 | 294 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 10.112 | 32,29 | 462 | 35,99 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 227.987 | 9,76 | 10.408 | 12,83 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 28.593 | 1.305 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 977.517 | 4,81 | 43.412 | 8,78 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 221.540 | 10,34 | 10.113 | 9,11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 106.089 | 76,58 | 4.924 | 84,52 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 10.273 | 0,69 | 469 | 3,31 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 18.643 | 637 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 291.328 | 0,32 | 13.299 | -2,02 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2.297 | 105 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10.254 | 37,79 | 468 | 41,82 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11.016 | 503 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 29.508 | 6,05 | 1.347 | 9,07 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 336.054 | 16,17 | 15.341 | 19,41 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13.039 | 2,23 | 634 | 6,38 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 33.814 | 29,57 | 1.544 | 33,13 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 644.327 | 21,66 | 29.414 | 25,06 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 156.718 | 50,07 | 7.154 | 54,28 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 112.460 | 1,81 | 5.134 | 4,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 385.282 | 50,52 | 17.588 | 54,73 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 715.139 | 126,66 | 32.646 | 125,47 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 77.297 | 3.529 | ||||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 88.733 | 99,20 | 4.051 | 104,75 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 207.551 | 0,13 | 9.485 | 3,03 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 2.709 | 124 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 12.910 | 0,38 | 589 | 3,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 50.430 | 197,47 | 2.302 | 206,12 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 19.873 | 32,66 | 907 | 36,39 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 29.979 | 7,81 | 1.369 | 10,86 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2.493.051 | 114 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 523 | 5,44 | 26 | 8,70 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4.409 | 201 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 582.238 | 4,77 | 26.579 | 7,70 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 63.831 | 0,30 | 2.914 | 3,08 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 4.898 | 224 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.028.656 | 0,78 | 92.608 | 3,59 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 101.508 | 0,98 | 4.634 | 3,79 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 10.774 | 7,55 | 492 | 10,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 35.816 | 1,24 | 1.635 | 4,07 | ||||
| 2026-04-08 | 13F | Tlwm | 17.011 | 17,76 | 777 | 21,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 650.316 | 3,28 | 29.687 | 6,17 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22.853 | 8,30 | 1.043 | 11,31 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 77.837 | 6,30 | 3.748 | 9,34 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 1.163.737 | 2,03 | 53.125 | 4,87 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 5.663 | 259 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 891.786 | 0,55 | 40.710 | 3,35 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 5.693 | 5,70 | 260 | 1,97 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 6.728 | 5,99 | 307 | 9,25 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 28.857 | 5,80 | 1.317 | 8,75 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 428.469 | 7,50 | 19.560 | 10,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 15.575 | 0,32 | 711 | 3,05 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 83.365 | 5,28 | 3.806 | 8,22 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7.472 | 2,92 | 341 | 5,90 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 189.198 | 92,72 | 8.637 | 98,12 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1.264.278 | 12,49 | 57.714 | 15,63 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 6.303 | 20,17 | 290 | 17,41 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150.170 | 0,07 | 6.855 | 2,87 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 116 | 241,18 | 5 | 400,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 19.559 | 869 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 132.570 | 18,37 | 6.052 | 21,68 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 492.027 | 97,16 | 22.461 | 102,66 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 262.191 | 1,27 | 11.969 | 4,11 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.310 | 0 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 707.910 | 12,69 | 32.316 | 15,84 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 26.220 | 2,76 | 1.197 | 5,56 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 321 | 15 | ||||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 6.371.313 | 0,72 | 290.850 | 3,53 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 7.029 | 321 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 417 | 19 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 497.402 | 24,25 | 22.706 | 27,72 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 30.173 | 1.377 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 62.588 | 16,58 | 2.857 | 19,84 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.540 | 70 | ||||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 230.898 | 2,22 | 10.541 | 5,07 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 19.105 | 1,43 | 872 | 4,31 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 84.519 | 5,92 | 3.858 | 8,89 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 6.402 | 283 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 40.865 | 5,32 | 1.865 | 8,24 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 48.865 | 2,00 | 2.231 | 4,84 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 120.120 | 3,10 | 5.575 | 7,75 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 5.435 | 4,20 | 248 | 7,36 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 4.382 | 200 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1.100 | 1,20 | 50 | 4,17 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 125.446 | 21,61 | 5.727 | 24,99 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 349.934 | 0,25 | 15.974 | 3,05 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 40.500 | 1.849 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 176.491 | 8.057 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 613.126 | 4,18 | 27.989 | 7,09 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6.845 | 312 | ||||||
| 2026-05-14 | 13F | Global Endowment Management, LP | 105.046 | 17,14 | 4.796 | 20,41 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 370.987 | 6,14 | 18.193 | 17,22 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 10.735 | 0,19 | 490 | 3,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 16.480.575 | 38,31 | 752.338 | 42,17 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 185.542 | 4,97 | 8.470 | 7,91 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 30.752 | 4,35 | 1.404 | 7,26 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 19.080 | 20,68 | 871 | 23,93 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 49.088 | 9,04 | 2.241 | 12,06 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 7.617 | 0,04 | 348 | 6,77 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 479.913 | 3,52 | 21.908 | 6,42 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 63.308 | 1,66 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 188.499 | 1.965,74 | 8.605 | 2.024,44 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 5.544 | 1,17 | 253 | 4,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 406.494 | 2,96 | 18.557 | 5,67 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 733.830 | 1,70 | 33.499 | 4,54 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.545 | 71 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10.672 | 487 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 11.740 | 1.405,13 | 1 | |||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 13.255 | 29,80 | 605 | 33,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 151 | 5,59 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 33.675 | 10,55 | 1.537 | 13,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 11.067 | 6.526,95 | 505 | 7.114,29 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.259.941 | 5,05 | 103.166 | 7,98 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 145.789 | 1,79 | 6.655 | 4,64 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 2.454 | 112 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 2.600 | 119 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.161 | 1.204,49 | 53 | 1.666,67 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 137.492 | 2,65 | 6.277 | 5,51 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 13.680 | 9,20 | 624 | 12,23 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 31.754 | 1.450 | ||||||
| 2026-05-07 | 13F | Dravo Bay Llc | 34.122 | 3,23 | 1.558 | 6,13 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 82.717 | 2,92 | 3.776 | 5,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 62.600 | 27,63 | 2.858 | 31,18 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 216 | 10 | ||||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 74.339 | 44,08 | 3.394 | 48,10 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 14.523 | 1,78 | 663 | 4,58 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 63.051 | 1,71 | 2.878 | 4,58 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 4.456 | 203 | ||||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 11.655 | 53,15 | 532 | 57,86 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 178.731 | 0,14 | 8.159 | 2,94 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.910.187 | 1,85 | 87.200 | 4,69 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 339 | 15 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 3.593.551 | 0,76 | 164.046 | 3,58 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 34.417 | 54,33 | 1.730 | 75,46 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.074 | 3,44 | 95 | 5,62 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.338 | 107 | ||||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 255.858 | 7,93 | 12.412 | 17,89 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 763.350 | 3,02 | 34.847 | 5,90 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 982 | 45 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.615.919 | 54,47 | 77.176 | 60,80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 15.853 | 3,52 | 1 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16.035 | 24,04 | 732 | 27,35 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 27.751 | 0,26 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 22.395 | 7,68 | 1.022 | 10,73 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 51.235 | 745,46 | 2.339 | 769,14 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 13.443 | 2,01 | 614 | 4,79 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 70.161 | 3,04 | 3.203 | 5,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 448.086 | 4,51 | 19.900 | 8,47 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 31.664 | 1.445 | ||||||
| 2026-04-16 | 13F | Ttp Investments, Inc. | 1.117.102 | 50.996 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 74.400 | 0,71 | 3.396 | 3,54 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17.525 | 27,03 | 372 | 3,91 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 20.916 | 2,90 | 955 | 5,76 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 14.096 | 53,10 | 643 | 57,60 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 73.683 | 2,88 | 3.364 | 5,75 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 708.441 | 3,95 | 32.340 | 10,89 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.716.598 | 5,07 | 120.644 | 5,07 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 5.895 | 269 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 76.166 | 1,28 | 3.477 | 4,10 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 733.723 | 1,51 | 33.494 | 4,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9.883 | 64,25 | 451 | 68,91 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 128.739 | 0,72 | 5.762 | 1,09 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 600.699 | 4,01 | 27.422 | 6,92 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 89.841 | 9,77 | 4.101 | 12,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.180.997 | 25,62 | 53.913 | 29,13 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 318.789 | 25,75 | 14.553 | 29,26 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 51.411 | 6,29 | 2.347 | 9,22 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 47.986 | 2.191 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 407.110 | 13,94 | 18.585 | 17,12 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 50.700 | 2 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 601.166 | 10,46 | 27.443 | 13,54 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 26.793 | 18,64 | 1.223 | 22,06 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 169.407 | 4,68 | 7.733 | 7,61 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 170.221 | 7.771 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 13.480 | 21,31 | 615 | 24,49 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 207.597 | 55,12 | 9.200 | 54,79 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 41.310 | 11,59 | 1.886 | 14,66 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 31.593 | 553,02 | 1.442 | 573,83 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8.882 | 405 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 365.956 | 0,33 | 16.706 | 3,13 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 13.522 | 254,44 | 617 | 265,09 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 33.084 | 2,81 | 1.510 | 5,67 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 180.344 | 2,52 | 8.233 | 5,38 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 165.706 | 7.564 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 292.243 | 13.341 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 24 | 1 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 250.786 | 67,91 | 11.448 | 72,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 107.092 | 17,04 | 4.889 | 20,31 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5.392 | 246 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 7.235 | 336 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1.126.738 | 2,13 | 51.436 | 4,98 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 94.198 | 6,26 | 4.367 | 9,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.972.288 | 7,38 | 87.155 | 6,85 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 158.463 | 12,04 | 7.234 | 15,16 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 88.356 | 60,97 | 4.033 | 65,49 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 6.854 | 10,64 | 313 | 13,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.785.054 | 3,06 | 81 | 6,58 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 97.456 | 14,28 | 4.449 | 17,45 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 40.819 | 521,77 | 1.863 | 540,21 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 18.283 | 517,25 | 835 | 2,84 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 39.042 | 1.782 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 88.900 | 4.058 | ||||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 400.523 | 20,18 | 18.284 | 23,53 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 25.653 | 40,07 | 1.171 | 44,03 |
