Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF eröffnet haben, gehören Schroder Investment Management Group, My Portfolio Guide, LLC, Klaas Financial Asset Advisors, LLC, Prudent Investors Network, Bank Of Nova Scotia, Retiremitten Financial Llc, Roan Capital Partners, Up Capital Management, Inc., Luminist Capital LLC, Nicolet Bankshares Inc, Meitav Dash Investments Ltd, Omnitrust Wealth Management, Inc, Bluesphere Advisors, LLC, Neuberger Berman Group LLC, Navigation Group, LLC, Summit Financial Strategies, Inc., Estate Counselors, LLC, Sanchez Gaunt Capital Management, LLC, Wbi Investments, Inc., und Tiaa-cref Individual & Institutional Services, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 35.724 | 2,63 | 1.726 | 5,82 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 43.798 | 2,58 | 2.116 | 0,57 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 88 | 117,50 | ||||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 66.364 | 24,51 | 3.207 | 28,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 35.700 | 425,00 | 1.725 | 442,45 | |||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 562.067 | 40,59 | 29.846 | 45,10 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 332.689 | 4,38 | 16.076 | 7,63 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 96.319 | 7,86 | 4.654 | 11,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 17.462 | 168,40 | 844 | 177,30 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 13.272 | 10,68 | 641 | 14,26 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 189 | 0,53 | 9 | 12,50 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 31.943 | 47,93 | 1.544 | 52,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 44.616 | 289,42 | 2.091 | 294,34 | ||||
| 2026-05-11 | 13F | Commerce Bank | 20.186 | 4,32 | 975 | 7,62 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 19.218 | 2,11 | 929 | 5,33 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 258.170 | 6,77 | 12.475 | 10,10 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 716 | 773,17 | 35 | 1.033,33 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1.560 | 507,00 | 75 | 525,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 55.436 | 45,14 | 2.605 | 43,84 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 129.154 | 24,65 | 6.234 | 28,38 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 33.937 | 0,06 | 1.640 | 3,15 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 552 | 93,68 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 2.353.021 | 82,91 | 113.698 | 88,61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 8.346 | 2,83 | 403 | 6,05 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 16.745 | 809 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.927.202 | 2,26 | 189.762 | 5,45 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 25.601 | 0,61 | 1.237 | -5,43 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21.936 | 1.060 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 13.073 | 5,21 | 632 | 8,42 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 17.372 | 6,51 | 839 | 9,82 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 221.406 | 6,60 | 10.698 | 9,93 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 665.427 | 4,59 | 31.658 | 6,17 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 10.591 | 0,51 | 512 | 3,65 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 75 | 4 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 42 | 2 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 11.394 | 129,07 | 551 | 136,05 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 16.070 | 0,86 | 777 | 4,02 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 4.392 | 1,36 | 232 | 14,29 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 64.023 | 3.114 | ||||||
| 2026-04-29 | 13F | PCB Capital LLC | 5.764 | 10,25 | 279 | 13,93 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 66.296 | 2,43 | 3.203 | 5,64 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 221 | 19,46 | 11 | 25,00 | ||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 153.348 | 1,85 | 7.410 | 5,02 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 61.551 | 9,80 | 2.974 | 13,25 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26.683 | 11,19 | 1.289 | 14,68 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.282.710 | 22,66 | 206.941 | 26,48 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 263.496 | 19,27 | 12.732 | 22,99 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 165.738 | 3,79 | 8.008 | 7,02 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.899 | 56,67 | 430 | 61,65 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 549.596 | 12,18 | 26.556 | 15,67 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 186.000 | 342,86 | 8.988 | 356,66 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 457.735 | 20,01 | 22.118 | 23,75 | ||||
| 2026-05-14 | 13F | Bank of Marin | 11.496 | 3,94 | 555 | 7,14 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 7.657 | 2,74 | 370 | 6,02 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.584 | 22,76 | 125 | 26,53 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 9.248 | 4,24 | 447 | 7,47 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 255.778 | 8,24 | 12.359 | 11,61 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 463 | 2.004,55 | 0 | |||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 334.996 | 7,30 | 16.187 | 10,64 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 127.678 | 138,39 | 6.169 | 145,87 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 86.254 | 128,15 | 4.168 | 135,29 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 135.291 | 3,22 | 6.537 | 6,43 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 13.675 | 594,51 | 661 | 617,39 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 19.303 | 9,94 | 933 | 13,38 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 16.071 | 1,05 | 777 | 4,16 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 36.990 | 23,02 | 1.787 | 26,92 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 188.676 | 17,29 | 9.117 | 20,93 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 145.680 | 21,30 | 7.039 | 25,09 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 66.040 | 3.191 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 7.897 | 0,01 | 382 | 2,97 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 21.213 | 16,64 | 1.025 | 20,31 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 25.992 | 44,79 | 1.218 | 46,57 | ||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 56.255 | 3,19 | 2.718 | 6,42 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 51.947 | 1,31 | 2.510 | 4,50 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 278 | 6,92 | 13 | 8,33 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 142.248 | 10,30 | 6.873 | 13,73 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 313.519 | 1,08 | 15.250 | 4,91 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 4.282 | 207 | ||||||
| 2026-05-04 | 13F | Copia Wealth Management | 691 | 14,21 | 33 | 17,86 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.027 | 152,96 | 50 | 157,89 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 52.685 | 13,70 | 2.546 | 17,23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 24.189 | 2,31 | 1.169 | 5,51 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 12.670 | 0,01 | 612 | 3,20 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 14.107 | 6,97 | 682 | 10,19 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 436.531 | 110,23 | 21 | 133,33 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 43.221 | 15,33 | 2.088 | 18,91 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 108.923 | 0,71 | 5.263 | 3,85 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 4.921 | 0,35 | 239 | 4,37 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 62.758 | 1,73 | 3.032 | 4,91 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 38.482 | 15,89 | 1.859 | 19,47 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 20.398 | 15,98 | 986 | 19,54 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 541.600 | 7,43 | 26.152 | 10,60 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11.242 | 9,01 | 543 | 12,42 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 16.997 | 10,99 | 821 | 14,50 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 6.757 | 3,67 | 326 | 6,89 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 11.720 | 1,15 | 566 | 4,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 895.746 | 0,14 | 41.975 | 102.275,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 213.193 | 1,48 | 10.301 | 4,64 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.729 | 12,41 | 325 | 16,07 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 63.766 | 2,78 | 3.081 | 5,99 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 747.076 | 7,22 | 36.099 | 10,56 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 1.326.423 | 2,52 | 64.093 | 5,71 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 530 | 6,00 | 25 | 4,35 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.175 | 5,96 | 250 | 9,65 | ||||
| 2026-05-14 | 13F | Betterment LLC | 19.018.965 | 1,39 | 919 | 4,56 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 599.773 | 4.230,18 | 28.981 | 4.365,49 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 868.384 | 10,54 | 41.960 | 13,98 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 5.597 | 0,25 | 270 | 3,45 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 4.267 | 206 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 34.632 | 0,14 | 1.673 | 3,27 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.871.039 | 3,40 | 90.409 | 6,62 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 43.699 | 0,33 | 2.112 | 3,43 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 503.692 | 64,79 | 24.338 | 69,92 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 76.535 | 3,07 | 3.698 | 6,29 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6.008 | 5,20 | 290 | 8,61 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50.811 | 2,67 | 2.455 | 5,91 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 564 | 27 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 623 | 100,97 | 30 | 114,29 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 178.230 | 2,30 | 8.612 | 5,49 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 9 | 0 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 144.312 | 9,06 | 6.973 | 12,47 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 8.447 | 0,02 | 408 | 3,29 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 71.374 | 36,42 | 3.449 | 40,68 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 4.995 | 0,20 | 241 | 3,43 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 15.760 | 6,27 | 762 | 9,65 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 18.367 | 0,67 | 887 | 3,86 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 573 | 28 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 93.343 | 4.510 | ||||||
| 2026-05-12 | 13F | Charter Research & Investment Group, Inc. | 43.541 | 0,34 | 2.104 | 3,44 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 39.779 | 225,02 | 2.101 | 266,49 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 427.811 | 242,69 | 20.671 | 253,35 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 180.714 | 1,70 | 8.732 | 4,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 143.890 | 47,16 | 6.953 | 51,76 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 83.250 | 2,99 | 4.023 | 6,21 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 67.056 | 1,12 | 3.240 | 4,28 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 51.049 | 10,59 | 2.467 | 14,01 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7.437 | 15,61 | 359 | 19,27 | ||||
| 2026-05-15 | 13F | Fmr Llc | 60.934 | 0,80 | 2.944 | 3,95 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 14.200 | 1,65 | 690 | 5,35 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 613.136 | 13,59 | 29.627 | 17,13 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 336.521 | 16.261 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.896 | 4,63 | 285 | 7,58 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 97.168 | 4,55 | 4.695 | 7,81 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1.726.647 | 0,26 | 83.425 | 3,37 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.802.621 | 0,34 | 135.423 | 3,46 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 6.582.690 | 1,85 | 318.076 | 5,02 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 82.387 | 4,51 | 3.981 | 7,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24.805 | 409,87 | 1.199 | 427,75 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 115.145 | 2,91 | 5.564 | 6,10 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 11.355 | 0,04 | 549 | 3,20 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 6.596 | 1,62 | 319 | -3,05 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 19.198 | 0,42 | 928 | 3,58 | ||||
| 2026-04-07 | 13F | Eastern Bank | 25 | 1 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 4.178 | 202 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 161.507 | 18,53 | 8.154 | 27,71 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 135 | 7 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.337 | 210 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 643.708 | 2,93 | 31.104 | 6,14 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 26.577 | 1,92 | 1.284 | 5,16 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 33.849 | 0,32 | 1.636 | 3,42 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 14.913 | 23,31 | 721 | 27,21 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 86.215 | 0,29 | 4.166 | 3,40 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 69.531 | 10,91 | 3.360 | 14,37 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 87.622 | 21,24 | 4.234 | 25,01 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.796.663 | 8,46 | 135.135 | 11,84 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 31.356 | 0,10 | 1.515 | 3,27 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 172.345 | 12,51 | 8.328 | 16,01 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 8.931 | 12,51 | 432 | 16,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 49.797 | 2,74 | 2.406 | 5,94 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 251.695 | 10,52 | 12.162 | 13,95 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 108 | 0 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18.691 | 104,09 | 903 | 110,49 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 43.995 | 0,42 | 2.126 | 3,56 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 3.968 | 211 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 210.459 | 43,27 | 9.862 | 44,94 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 15.480 | 6,03 | 748 | 9,36 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 90.088 | 9,39 | 4.222 | 10,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 105.897 | 5,27 | 5 | 25,00 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 277.052 | 13.387 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 411.006 | 4,05 | 19.860 | 7,29 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6.949 | 0,32 | 336 | 3,40 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6.859 | 14,39 | 331 | 18,21 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 233 | 513,16 | 11 | 900,00 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1.383.470 | 8,22 | 66.849 | 11,59 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 55.631 | 2.688 | ||||||
| 2026-04-21 | 13F | Red Tortoise LLC | 989 | 0,41 | 48 | 2,17 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 62.587 | 1,29 | 3.024 | 4,46 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 7.750 | 62,20 | 374 | 67,71 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 43.731 | 1,17 | 2.257 | 4,64 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.199.602 | 6,08 | 57.965 | 9,38 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 594.132 | 11,35 | 29 | 12,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 61.307 | 8,00 | 2.949 | 10,66 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 45.071 | 8,48 | 2.178 | 11,87 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 117.355 | 11,28 | 5.708 | 15,52 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 59.976 | 1.129,52 | 2.897 | 1.170,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.509 | 13,06 | 894 | 16,56 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1.757.127 | 4,43 | 84.904 | 7,68 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 96.334 | 250,68 | 4.655 | 261,62 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 399.909 | 19,97 | 19.324 | 23,71 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 60.298 | 0,20 | 2.914 | 3,33 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 6.086 | 7,20 | 294 | 10,53 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 100.676 | 5,19 | 4.865 | 8,47 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.392 | 112 | ||||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 25.388 | 20,76 | 1.227 | 24,47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 279.669 | 25,69 | 13.514 | 29,61 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 60.000 | 2.899 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 111 | 5 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 14.879 | 28,90 | 757 | 40,00 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 8.322 | 0,19 | 402 | 3,34 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 18.802 | 550,59 | 909 | 572,59 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 5.330 | 258 | ||||||
| 2026-05-14 | 13F | Hara Capital LLC | 1.835 | 89 | ||||||
| 2026-05-05 | 13F | Navigation Group, LLC | 24.059 | 1.163 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 52.255 | 15,41 | 2.525 | 19,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 36.788 | 0,98 | 1.778 | 4,10 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6.716 | 17,60 | 324 | 13,68 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.049.517 | 1,10 | 50.712 | 4,25 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 828 | 40 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 150.338 | 8,96 | 7.264 | 12,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8.819 | 426 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 19.109 | 2,21 | 923 | 5,37 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4.589 | 0,15 | 222 | 3,27 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 495 | 24 | ||||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 56.580 | 32,91 | 2.734 | 37,06 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 9.370 | 21,77 | 453 | 25,56 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 27.795 | 2,44 | 1.343 | 5,66 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 18.456 | 892 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 118 | 6 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 150.015 | 4,33 | 7.966 | 7,72 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 4.799 | 256 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 74.014 | 226,96 | 3.576 | 237,36 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 5.624 | 6,17 | 272 | 9,27 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 738.807 | 13,67 | 35.699 | 17,21 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 21.840 | 10,58 | 1.055 | 14,05 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 939 | 0,11 | 45 | 4,65 | ||||
| 2026-04-22 | 13F | Vicus Capital | 682.870 | 8,95 | 32.996 | 12,35 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 121.497 | 28,36 | 5.871 | 44,05 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 71.536 | 8,54 | 3.457 | 11,92 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 6.088 | 27,98 | 294 | 32,43 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 58.634 | 0,34 | 2.833 | 3,47 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 48.918 | 85,72 | 2.364 | 91,49 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 7.912 | 0,34 | 382 | 3,52 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 10.883 | 0,84 | 581 | 9,01 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 74.351 | 78,49 | 3.521 | 80,47 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 14.177 | 685 | ||||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 583.909 | 3,54 | 28.214 | 6,76 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 9.962 | 481 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 183.755 | 1,26 | 8.879 | 4,41 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 492 | 95,24 | 24 | 109,09 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 58.734 | 2.838 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 51.768 | 111,58 | 2.501 | 118,24 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 970.475 | 1,33 | 45.677 | 1,78 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 809.845 | 2,50 | 39.132 | 5,69 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 12.298 | 0,58 | 594 | 3,85 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 404.830 | 0,11 | 19.027 | 0,41 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 677.379 | 16,24 | 32.744 | 19,91 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 306 | 86,59 | 15 | 100,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 22.664 | 5,22 | 1.095 | 8,52 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 51.706 | 11,36 | 2.498 | 14,85 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 17 | 1 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 93.408 | 22,70 | 4.513 | 26,52 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 13.756 | 3,14 | 665 | 6,41 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 33.518 | 1,51 | 1.620 | 4,65 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 43.640 | 2.109 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2.005 | 97 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 66.047 | 8,28 | 3.213 | 12,39 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 5.560 | 0,07 | 269 | 3,08 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 14.397 | 6,87 | 696 | 10,14 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4.434 | 214 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.171.959 | 3.534,88 | 56.629 | 3.650,26 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.430 | 214 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.160 | 201 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.629.720 | 7,31 | 78.748 | 10,65 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 13.295 | 642 | ||||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 45.152 | 71,16 | 2.183 | 76,54 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 840 | 68,00 | 40 | 69,57 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 10.191 | 3,50 | 492 | 6,72 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 133.476 | 1,77 | 6.450 | 4,95 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 733 | 35 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 120.589 | 7,10 | 5.827 | 10,42 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 72.176 | 43,43 | 3.488 | 47,88 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 17.459 | 844 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 8.138 | 393 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676.310 | 4,41 | 32.679 | 108.830,00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 8.009 | 387 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 563 | 27 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 374 | 196,83 | 18 | 260,00 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 198 | 10 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 29.995 | 187,39 | 1.449 | 196,32 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 146.725 | 19,28 | 7.090 | 23,01 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 21.467 | 0,22 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 661 | 0,30 | 32 | 3,33 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.364 | 66 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 4.346 | 210 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.014 | 53,17 | 49 | 54,84 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 218.013 | 4,19 | 10.534 | 7,45 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 217.100 | 10.490 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 8.116 | 9,19 | 392 | 12,64 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 11.569 | 559 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 737.202 | 8,54 | 35.622 | 11,92 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8.469 | 409 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 5.366 | 2,11 | 259 | 5,28 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10.900 | 527 | |||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 24 | 1 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.822 | 140,37 | 136 | 151,85 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 386.844 | 0,04 | 18.838 | 3,96 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 55.529 | 0,59 | 2.683 | 3,75 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 321.698 | 5,06 | 15.544 | 8,34 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 20.986 | 15,40 | 1.014 | 19,01 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 914 | 44 | ||||||
| 2026-05-13 | 13F | Syon Capital Llc | 35.836 | 5,34 | 1.732 | 8,59 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 1.831 | 0,49 | 88 | 3,53 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 289.293 | 251,27 | 13.962 | 266,07 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 5.648 | 2,15 | 273 | 5,02 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 10.005 | 2,14 | 483 | 5,46 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 3.970 | 192 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 29.488 | 8,25 | 1.425 | 11,60 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 733 | 0,27 | 35 | 2,94 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 4 | 0 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 8.861 | 0,02 | 428 | 3,13 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 80.797 | 47,36 | 3.904 | 51,97 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 8.598 | 415 | ||||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 54.911 | 14,08 | 2.653 | 17,65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 20.535 | 31,94 | 992 | 36,08 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 78.635 | 8,37 | 3.800 | 11,74 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 7.005 | 4,38 | 338 | 7,64 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 17.822 | 299,60 | 861 | 313,94 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 28.388 | 25,98 | 1.372 | 29,95 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 19.104 | 0,53 | 923 | 3,71 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 39.386 | 2,12 | 1.903 | 5,31 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 203.636 | 2,59 | 9.840 | 5,78 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 6.580 | 318 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.125 | 0,14 | 538 | 3,27 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 4.910.917 | 41,09 | 237.296 | 45,49 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.609 | 78 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 106.067 | 5,47 | 5.125 | 8,76 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 355 | 35.400,00 | 17 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 119.291 | 0,20 | 5.764 | 3,33 | ||||
| 2026-05-04 | 13F | Nwam Llc | 16.956 | 33,20 | 819 | 29,18 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6.245 | 14,25 | 302 | 17,58 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 73.826 | 5,04 | 3.894 | 11,04 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 50 | 2 | ||||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 5.325 | 0,08 | 257 | 3,21 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.449.775 | 17,14 | 215.009 | 20,81 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 6.283 | 18,10 | 304 | 21,69 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 96.240 | 0,45 | 4.650 | -2,96 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 13.584 | 0,01 | 656 | 3,14 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 323 | 0,31 | 16 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 51.440 | 7,18 | 2.486 | 10,49 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 12.618 | 11,62 | 610 | 15,12 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 269.984 | 132,23 | 13.046 | 127,82 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 190.637 | 0,10 | 9.212 | 3,22 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 26.761 | 20,13 | 1.293 | 23,97 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 604 | 0,33 | 29 | 3,57 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 16.651 | 1,49 | 878 | 7,20 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 5.255 | 1,10 | 254 | 4,12 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.127 | 23,65 | 2.615 | 27,50 | ||||
| 2026-05-01 | 13F | American Trust | 16.877 | 2,33 | 815 | 5,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 74.595 | 107,28 | 3.604 | 113,76 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5.412.325 | 2,07 | 261.524 | 5,25 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 117.098 | 7,31 | 5.658 | 10,66 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 38.235 | 4,42 | 1.848 | 7,70 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5.778 | 0,03 | 279 | 3,33 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 63.300 | 2,95 | 3.059 | 6,14 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 21 | 1 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 238.308 | 0,31 | 11.515 | 3,44 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.880 | 236 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 102 | 5 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 549.962 | 1,77 | 26.574 | 4,94 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 27.455 | 11,65 | 1.327 | 15,10 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 63.476 | 3,44 | 3.128 | 10,61 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 54.986 | 3,60 | 2.657 | 6,80 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 49.106 | 124,78 | 2.373 | 131,87 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 72.434 | 33.126,61 | 3.500 | 34.900,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 16.894 | 1 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 191.905 | 3,58 | 9.273 | 6,80 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.206.125 | 0,76 | 58.280 | 3,90 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 12.968 | 0,06 | 627 | 3,13 | ||||
| 2026-05-15 | 13F | State Street Corp | 1.932.381 | 16,45 | 93.373 | 20,08 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.438 | 118 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 266 | 13 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46.356 | 10,28 | 2.240 | 13,71 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 154 | 7 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 429.834 | 44,56 | 20.770 | 49,07 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 6.430 | 3,21 | 311 | 6,53 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 96.266 | 0,08 | 4.652 | 3,20 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 152.063 | 1,35 | 7.348 | 4,51 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 569 | 0,35 | 27 | 3,85 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 36.064 | 0,93 | 1.743 | 4,06 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 5.344 | 17,61 | 258 | 21,70 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5.998 | 0,35 | 290 | 3,21 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 3.929 | 12,29 | 190 | 15,95 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3.866 | 0,08 | 187 | 2,76 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 273.617 | 0,09 | 13.221 | 3,21 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 133.747 | 2,89 | 6.463 | 6,09 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 76.838 | 3.713 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 406.236 | 2,09 | 19.629 | 5,28 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 119.233 | 7,88 | 5.761 | 11,24 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 58.717 | 6,09 | 2.837 | 9,41 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 25.714 | 8,66 | 1.332 | 20,13 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 41.850 | 36,54 | 2.022 | 40,81 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 825 | 5,91 | 40 | 8,33 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 285.077 | 2,79 | 13.775 | 5,99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 76.833 | 24,75 | 3.713 | 28,62 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5.446 | 0,07 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7.616 | 14,20 | 368 | 17,95 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 288.717 | 6,99 | 13.951 | 10,32 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 122.134 | 42,57 | 5.902 | 47,01 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 13.597 | 1,17 | 657 | -1,35 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 26.373 | 1,13 | 1.274 | 4,26 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 273.555 | 8,33 | 13.218 | 11,71 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 57.329 | 7,73 | 2.770 | 11,11 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 300 | 0,33 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 31 | 1 | ||||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 16.444 | 2,32 | 795 | 5,44 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 40.500 | 11,09 | 1.957 | 14,52 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.197 | 203 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 64.243 | 4,98 | 3.104 | 8,27 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 62.206 | 30,96 | 3.006 | 25,52 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 5.156 | 0,29 | 260 | -0,38 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 41.264 | 2,91 | 1.994 | 6,12 | ||||
| 2026-05-11 | 13F | White Pine Capital Llc | 16.436 | 3,27 | 794 | 6,58 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.335 | 2,76 | 354 | 5,99 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 7.535 | 0,28 | 364 | 3,41 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.271 | 23,40 | 0 | |||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 78.536 | 193,13 | 3.795 | 202,31 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 68.758 | 24,97 | 3.322 | 28,86 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27.934 | 0,44 | 1.350 | 3,53 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.350 | 6,47 | 485 | 7,78 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 366.407 | 4,62 | 17.705 | 7,87 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 6.960 | 0,33 | 336 | 3,38 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 220.956 | 10.677 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 92.653 | 268,31 | 4.477 | 279,97 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.684 | 0 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 66.457 | 17,58 | 3.211 | 22,65 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 51.574 | 8,61 | 2.492 | 12,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 6.814 | 37,96 | 329 | 42,42 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.179 | 9,57 | 55 | 12,24 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 92.206 | 13,89 | 4.455 | 17,45 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 71.127 | 2,95 | 3.437 | 6,15 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 404 | 20 | ||||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 9.420 | 384 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 8.224 | 397 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 46.847 | 19,46 | 2.264 | 23,19 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 42.843 | 11,80 | 2.070 | 15,32 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 6.772 | 329 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 46.502 | 65,06 | 2.446 | 84,88 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 792 | 38 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 13.990 | 2,13 | 676 | 5,46 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 5.731 | 14,19 | 277 | 17,45 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 45.056 | 0,16 | 2.177 | 3,27 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 251.186 | 9,15 | 12.137 | 12,56 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 8.558 | 414 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 274.293 | 13.254 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 391.247 | 60,27 | 20.501 | 70,39 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 4.485 | 0,34 | 210 | 1,45 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 4.249 | 205 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 401.991 | 24,72 | 19.424 | 28,61 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 299.826 | 14.488 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 413.944 | 6,82 | 20.002 | 10,15 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 307.346 | 37,17 | 14.851 | 41,44 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 60.415 | 2,97 | 2.919 | 6,18 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 43.425 | 0,19 | 2.098 | 3,30 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 60.547 | 129,71 | 3.190 | 158,30 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 34.441 | 4,58 | 1.664 | 7,84 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 8.638 | 2,03 | 417 | 5,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 736.492 | 12,09 | 35.588 | 15,59 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 9.406 | 9,30 | 454 | 12,66 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 12.722 | 1,45 | 615 | 4,60 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 73.872 | 3.569 | ||||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 49.067 | 205,64 | 2.371 | 215,16 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 9.726 | 1,82 | 466 | 3,56 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3.733 | 265,62 | 180 | 282,98 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 988 | 33,88 | 48 | 38,24 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.402.122 | 4,77 | 67.751 | 8,03 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4.489 | 210 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 12.861 | 47,84 | 621 | 52,58 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 85.201 | 4.117 | ||||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 9.276 | 0,97 | 448 | 4,19 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 332.052 | 1,88 | 16.045 | 5,05 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 5.508 | 0,35 | 266 | 3,50 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 4.979 | 0,22 | 241 | 3,45 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 538 | 5,08 | 26 | 8,70 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 600 | 29 | ||||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 11.182 | 8,42 | 540 | 11,80 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 5.287 | 248 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 7.383 | 4,38 | 357 | 7,55 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19.298 | 4,07 | 932 | 7,37 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 67.086 | 3.242 | ||||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 6.766 | 2,07 | 327 | 5,16 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 17.541 | 7,92 | 848 | 11,30 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 7.134 | 4,57 | 345 | 7,84 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.454 | 100,77 | 553 | 107,12 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.914.845 | 0,12 | 92.525 | 3,24 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 320 | 15 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 71.831 | 10,28 | 3.471 | 13,70 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 4.208 | 203 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 13.629 | 0,15 | 659 | 3,30 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5.888 | 285 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 27.027 | 1.306 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 307.211 | 6,40 | 14.844 | 9,71 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 6.537 | 0,02 | 316 | 2,94 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 2.157 | 10,05 | 104 | 14,29 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 39.775 | 137,09 | 1.922 | 144,40 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2.842 | 89,72 | 137 | 95,71 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 6.403 | 0,80 | 309 | 4,04 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 14.236 | 224,95 | 688 | 235,12 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 699.363 | 32.870 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 39.379 | 19,20 | 1.903 | 22,87 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 66.445 | 1,91 | 3.211 | 5,07 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 9.804 | 0,01 | 474 | 3,05 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 12.131 | 131,68 | 586 | 1,91 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 16.956 | 1,25 | 819 | 4,46 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 2.946 | 1.917,81 | 142 | 2.266,67 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 26.670 | 0,62 | 1.289 | 3,70 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 88.733 | 5,05 | 4.288 | 8,31 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 50.689 | 651,95 | 2.449 | 677,46 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 13.014 | 0,18 | 629 | 3,29 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 10.874 | 31,12 | 525 | 35,31 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 10.480 | 506 |
