Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Navigation Group, LLC, Armstrong Advisory Group, Inc, Vertrix Wealth Management, LLC, Madrid Financial Services, Quent Long Short Global Small Cap Fund, LP, Milestone Asset Management, Llc, Private Advisory Group LLC, Cvfg Llc, GLR Partners, LLC, Cornerstone National Bank & Trust Co, Sanchez Gaunt Capital Management, LLC, Roan Capital Partners, Diversified Management Inc, Waterway Wealth Management, LLC, Vanguard Advisers Inc, Financial Solutions Advisory Group, Inc., O'Keefe Stevens Advisory, Inc., Integrity Wealth Partners, LLC, und Colter Lewis Investment Partners LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Knuff & Co LLC | 1.502 | 85 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 36.706 | 888,05 | 2.077 | 883,89 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 696 | 39 | ||||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 234.411 | 1,46 | 13.263 | -1,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 461.055 | 9,23 | 26.086 | 8,79 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 12.497 | 0,35 | 707 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 898 | 51 | ||||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 5.719 | 22,17 | 342 | 29,06 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 17.447 | 0,06 | 987 | -0,30 | ||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 542.723 | 1,55 | 30.707 | 1,14 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 5.291 | 0,13 | 299 | -0,33 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 1.079.182 | 2,93 | 61.060 | 2,52 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 15.240 | 56,53 | 862 | 55,88 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 11.718 | 0,86 | 663 | 0,45 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 7.069 | 0,14 | 400 | -0,50 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 33.296 | 7,69 | 1.884 | 7,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 26.638 | 295,87 | 1.507 | 294,50 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.648 | 93 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 449.234 | 120,04 | 25.521 | 125,92 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 280.353 | 0,82 | 15.862 | 0,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.802.123 | 16,06 | 271.704 | 15,59 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.033.446 | 0,78 | 57.293 | -1,66 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 310.886 | 269,58 | 17.590 | 268,12 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 639.848 | 3,81 | 36.203 | 3,39 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 12.584 | 8,69 | 712 | 8,37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 175.676 | 1,95 | 9.940 | 1,53 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1.304 | 0,31 | 74 | 0,00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 148.897 | 5,97 | 8.425 | 5,54 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 105.113 | 271,20 | 5.947 | 269,84 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 422.684 | 3,74 | 23.915 | 3,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 30.826 | 11,98 | 1.744 | 11,58 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 39.511 | 2,96 | 2.236 | 2,52 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 136 | 8 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 39.237 | 70,42 | 2.220 | 69,85 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9.061 | 4,34 | 515 | 7,08 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.076 | 3,88 | 174 | 3,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 11.769 | 666 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6.297 | 17,48 | 356 | 17,11 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.201 | 2,10 | 464 | 1,75 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 36.778 | 1,17 | 2.081 | 0,73 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 120.396 | 0,49 | 6.812 | 0,09 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 160.316 | 4,72 | 9.071 | 4,29 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1.196 | 47,29 | 68 | 45,65 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 454.428 | 26,66 | 25.712 | 26,15 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3.418 | 61,38 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 20.313 | 0,76 | 1.149 | 0,35 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 14.251 | 5,91 | 806 | 5,50 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 95.633 | 5.411 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 5.636 | 320 | ||||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4.008 | 4,59 | 227 | 4,15 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 4.350 | 5,87 | 246 | 5,58 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.203.318 | 16,11 | 68.084 | 15,64 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 180.695 | 2.499,18 | 10.224 | 2.494,67 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 239 | 37,36 | 14 | 44,44 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13.843 | 0,46 | 783 | 0,13 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1.981.597 | 30,00 | 112.119 | 29,48 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 99.099 | 8,80 | 5.607 | 8,37 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 14.574 | 52,61 | 825 | 52,03 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 37.832 | 6,28 | 2.141 | 5,84 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 301 | 17 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 288.823 | 3,87 | 16.342 | 3,45 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 806 | 46 | ||||||
| 2026-04-21 | 13F | Wise Wealth Partners | 4.735 | 0,02 | 268 | -0,37 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 13.765 | 0,04 | 779 | -0,38 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 12.190 | 690 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.959 | 9,35 | 167 | 9,15 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 45.082 | 2,82 | 2.551 | 2,41 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 179.343 | 10.147 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8.114 | 13,47 | 459 | 13,05 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 163 | 9 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 163 | 9 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 27 | 2 | ||||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 3.780 | 0,16 | 214 | -0,47 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 23.868 | 19,67 | 1.350 | 19,15 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 17.198 | 0,51 | 973 | 0,10 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 381 | 22 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 44.829 | 20,51 | 2.536 | 20,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5.987 | 13,63 | 339 | 13,04 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3.869 | 6,23 | 233 | 7,41 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 6.076 | 0,36 | 344 | 0,00 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4.004 | 227 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 372.357 | 5,78 | 21.068 | 5,35 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 4.422 | 8,09 | 250 | 7,76 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15.221 | 0,03 | 861 | -0,35 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 104.560 | 4,51 | 5.916 | 11,92 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 138.516 | 2,54 | 7.837 | 2,12 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 614 | 0,33 | 35 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 1.339 | 84,94 | 76 | 82,93 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 47.153 | 1,75 | 2.668 | 1,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1.601.814 | 126,37 | 90.924 | 126,18 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 10.690 | 9,28 | 607 | 12,20 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 1.459 | 83 | ||||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.886 | 0,36 | 220 | 0,00 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.164 | 292 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 121.597 | 3,51 | 6.880 | 3,09 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 563.131 | 8,19 | 31.862 | 7,76 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 11.259 | 9,54 | 637 | 9,26 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 293.156 | 5,24 | 16.587 | 4,82 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 200 | 11 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 25.142 | 37,25 | 1.422 | 36,73 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 10.744 | 2,03 | 608 | 1,51 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.753.318 | 10,90 | 99.203 | 10,45 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.707 | 2,26 | 266 | 1,92 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2.115 | 0,38 | 120 | 0,00 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 6.475 | 58,90 | 366 | 58,44 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 8.848 | 0,57 | 501 | 0,20 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 188.494 | 4,51 | 10.665 | 4,08 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 750.134 | 1,99 | 42.443 | 1,57 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 18.413 | 4,77 | 1.042 | 4,31 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 692 | 0,29 | 39 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.465 | 138,54 | 818 | 137,79 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.198.037 | 6,05 | 124.365 | 5,62 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 112.049 | 2,95 | 6.340 | 2,52 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 41.505 | 2.348 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3.627 | 205 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 620.103 | 5,60 | 35.085 | 5,18 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 79.943 | 3,33 | 4.523 | -0,29 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 53.282 | 25,14 | 3.015 | 26,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 328.746 | 6,88 | 18.600 | 6,45 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 138.141 | 134,79 | 8.134 | 143,36 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 15.871 | 2,92 | 902 | 5,74 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9.042 | 512 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 128.610 | 24,77 | 7.277 | 24,27 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 75.715 | 106,93 | 4.284 | 106,16 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.220 | 295 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 55.625 | 24,61 | 3.147 | 24,09 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 326 | 658,14 | 18 | 800,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.407.751 | 6,71 | 362.551 | 6,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 444.837 | 0,11 | 25.169 | -0,30 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 34.300 | 0,30 | 2.061 | 6,13 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4.586.305 | 3,83 | 259.493 | 3,41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10.658 | 603 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 69.679 | 3,96 | 3.942 | 3,55 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 9.339 | 8,58 | 528 | 8,20 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22.832.655 | 27,58 | 1.291.872 | 27,07 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 70.838 | 0,26 | 4.008 | -0,15 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 137.135 | 10,29 | 7.759 | 9,85 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 56.702 | 56,24 | 3.208 | 55,65 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.485 | 35,75 | 367 | 35,06 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 539 | 0,37 | 30 | 0,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 148.069 | 2,97 | 8.732 | 4,40 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 8.749 | 0,29 | 495 | 0,00 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 14.268 | 0,30 | 807 | -0,12 | ||||
| 2026-04-10 | 13F | Novem Group | 339.246 | 25,99 | 19.195 | 25,48 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 9.065 | 5,87 | 513 | 5,35 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 231.083 | 41,13 | 13.075 | 40,57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 456.477 | 4,40 | 25.827 | 3,97 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 61.859 | 34,05 | 3.500 | 33,50 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 122.249 | 0,74 | 6.917 | 0,33 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 4.758 | 0,38 | 279 | 3,35 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 27.347 | 1,33 | 1.647 | 7,37 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 54.992 | 5,76 | 3.111 | 5,35 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5.074 | 1,28 | 287 | 1,06 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 4.473 | 0,56 | 253 | 0,40 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 811.411 | 2,64 | 45.815 | 4,66 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 518 | 29 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 303.396 | 0,76 | 17.166 | 0,35 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.825 | 82,32 | 103 | 0,00 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 8.223 | 0,34 | 465 | 0,00 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 222.247 | 2,26 | 12.575 | 1,85 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 16.478 | 932 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 367.900 | 2,77 | 20.816 | 2,36 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 151.991 | 2,17 | 8.600 | 1,75 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 112.015 | 2,66 | 6.338 | 2,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 42.404 | 164,51 | 2.399 | 163,63 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 258.402 | 30,90 | 14.680 | 34,40 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 22.439 | 11,50 | 1.270 | 11,02 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5.026 | 0,04 | 284 | -0,35 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 591.221 | 0,63 | 33.451 | 0,22 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.048.809 | 1,53 | 59.342 | 1,12 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12.363 | 0,49 | 700 | 0,29 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 7.815 | 4,69 | 442 | 4,25 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 13.270 | 3,03 | 751 | 2,60 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.601.934 | 0,91 | 203.797 | 0,50 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 6.961 | 2,90 | 394 | 2,34 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 6.674 | 72,41 | 378 | 72,15 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 144.374 | 1,55 | 1.659 | -10,32 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 247.465 | 0,11 | 14.002 | -4,31 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 10.879 | 2,60 | 616 | 2,16 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 8.641 | 22,79 | 489 | 22,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 479.814 | 8,41 | 27.148 | 7,97 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.301.850 | 2,82 | 73.659 | 2,41 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 102.691 | 1,52 | 5.810 | 1,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 267.201 | 55,06 | 15.180 | 59,21 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 416.949 | 2,08 | 23.591 | 1,67 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 38.473 | 2.179 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 394.338 | 32,55 | 22.312 | 32,02 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 255.324 | 0,76 | 14.446 | 0,35 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1.885.561 | 166,73 | 106.769 | 165,86 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.676 | 0,42 | 95 | 0,00 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 40.059 | 62,76 | 2.267 | 62,09 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 11.318 | 0,48 | 640 | -1,99 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 92.177 | 17,71 | 5.215 | 17,24 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 5.327 | 301 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1.145.536 | 66,37 | 64.814 | 65,70 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 77.253 | 35,32 | 4.371 | 34,75 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 4.857 | 0,29 | 275 | -2,14 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 30.618 | 6,52 | 1.732 | 6,13 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 22.636 | 5,51 | 1.281 | 5,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 51.485.691 | 2,77 | 2.913.060 | 2,35 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 617 | 35 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 26.745 | 0,52 | 1.513 | 0,13 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 8.289 | 0,10 | 469 | -0,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 432 | 24 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 292 | 17 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 194.221 | 3,00 | 10.989 | 2,59 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 621.528 | 9,28 | 35.166 | 8,83 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.586.411 | 2,49 | 202.919 | 2,08 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 881.334 | 4,68 | 49.866 | 2,24 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 11.893 | 49,28 | 674 | 48,89 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10.384 | 0,14 | 1 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 8.056 | 0,10 | 456 | -0,44 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 22.870 | 1,15 | 1.294 | 0,78 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 5.690 | 0,05 | 322 | -0,62 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 20.149 | 14,96 | 1.140 | 14,57 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 110.878 | 2,64 | 6.273 | 2,22 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21.293 | 0,14 | 1.247 | 0,81 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.840.648 | 7,65 | 217.304 | 7,21 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7.209 | 408 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 534.263 | 1,40 | 30 | 3,45 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5.309 | 3,35 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 9.434 | 44,89 | 534 | 44,44 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 59.648 | 2,77 | 3.375 | -0,06 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 72.909 | 528,91 | 4.125 | 526,90 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.299.997 | 3,09 | 73.554 | 2,67 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 86.871 | 4,16 | 4.915 | 3,74 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 10.972 | 0,22 | 621 | -0,16 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10.603 | 0,61 | 600 | 0,17 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 49.121 | 15,29 | 2.779 | 14,83 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 48.068 | 0,66 | 2.720 | 0,26 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 25.254 | 0,21 | 1.429 | -0,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.042 | 6,80 | 116 | 10,48 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 10.300 | 37,33 | 583 | 36,62 | |||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 87.660 | 17,58 | 4.960 | 17,10 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 250 | 14 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1.450.889 | 5,12 | 84.384 | 7,61 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4.294.646 | 17,52 | 242.991 | 17,05 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 74.901 | 0,77 | 4.238 | 0,36 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3.450 | 5,34 | 195 | 4,84 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 25.189 | 0,01 | 1.425 | -0,35 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 963.988 | 2,26 | 54.542 | -0,31 | ||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 415.019 | 8,21 | 23.482 | 7,77 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 15.322 | 80,09 | 867 | 79,30 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 15.902 | 3,79 | 900 | 3,33 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 544.619 | 30.815 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 24.866 | 3,61 | 1.407 | 3,15 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 595.915 | 4,60 | 33.717 | 4,18 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 6.290 | 4,92 | 356 | 4,41 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.195.478 | 10,23 | 67.640 | 9,78 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 5.333 | 302 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 6.519 | 369 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 27.507 | 29,04 | 1.556 | 28,60 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 654 | 37 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 12.286 | 7,63 | 695 | 7,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.080.319 | 21,25 | 174.285 | 20,76 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 11.045 | 0,09 | 625 | -0,32 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 229.345 | 1,19 | 12.976 | 0,78 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 2.290 | 0,35 | 130 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 103.638 | 1.484,92 | 5.864 | 1.480,32 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.714.629 | 210.174 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 48.493 | 64,79 | 2.698 | 60,31 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 7.185 | 4,40 | 407 | 4,10 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 6.180 | 350 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 8.321 | 1,95 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 36.100 | 47,35 | 2.043 | 46,80 | |||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 26.174 | 7,09 | 1.481 | 6,63 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1.792 | 0,06 | 101 | 0,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 13.290 | 94,21 | 752 | 93,56 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 242.776 | 9,40 | 13.736 | 8,96 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 26.549 | 6,16 | 1.502 | 5,77 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 9.653 | 12,83 | 546 | 12,58 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 305.401 | 4,48 | 17.280 | 4,06 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 39.221 | 209,92 | 2.228 | 218,29 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 223.865 | 0,60 | 13.195 | -0,26 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 11.068 | 1,85 | 626 | 1,46 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 7.835 | 6,17 | 443 | 5,73 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 5.754 | 0,23 | 326 | -0,31 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 28.055 | 1,22 | 1.587 | 0,83 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 154.954 | 8.803 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 12.762 | 0,35 | 722 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.844 | 1,42 | 331 | 0,92 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 74 | 4 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 243.536 | 22,82 | 13.779 | 22,32 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 9.440 | 6,79 | 534 | 6,37 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 868.602 | 7,16 | 49.145 | 6,73 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 10.275 | 20,61 | 583 | 20,50 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 965.471 | 139,31 | 54.626 | 138,34 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 55.796 | 1,51 | 3.157 | 1,09 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5.637 | 2.438 | -19,94 | |||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 8.460 | 479 | ||||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 286 | 16 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 73.620 | 4.165 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 138 | 8 | ||||||
| 2026-05-08 | 13F | Oath Planning, LLC | 4.299 | 0,37 | 243 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 24.300 | 170,00 | 1.375 | 168,88 | |||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 76.112 | 50,91 | 4.306 | 50,30 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 6.494 | 0,26 | 367 | 0,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 151.156 | 11,37 | 8.532 | 8,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 77.333 | 10,61 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3.900 | 221 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 79.988 | 323,04 | 4.526 | 321,32 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 5.369 | 0,21 | 304 | -0,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 366.709 | 175,23 | 20.748 | 174,12 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 324.073 | 18.336 | ||||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 10.665 | 3,86 | 603 | 3,43 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 269 | 15 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 4.043 | 229 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.044 | 3,67 | 0 | -100,00 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 33.518 | 1,20 | 1.896 | 0,80 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 2.434.676 | 1,96 | 137.754 | 1,55 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 13.018 | 0,12 | 737 | -0,27 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4.289 | 0,16 | 239 | -2,06 | ||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 493.776 | 0,91 | 27.938 | 0,50 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 163.900 | 9.273 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 253.805 | 0,03 | 14.360 | -0,37 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.780.187 | 5.108,39 | 157.303 | 5.088,09 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 33.838 | 41,82 | 1.915 | 41,25 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 64.864 | 0,83 | 3.670 | 0,44 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 77.143 | 2,39 | 4.365 | 1,96 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 204.672 | 96,36 | 11.580 | 95,58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 1.529.979 | 0,23 | 86.566 | -0,18 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 11.934 | 0,13 | 675 | -0,30 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 9.223 | 6,04 | 522 | 5,47 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3.202 | 15,72 | 181 | 15,29 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 388.408 | 7,99 | 21.976 | 7,55 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 62.418 | 1,82 | 3.532 | 1,41 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 503.899 | 15,89 | 28.511 | 15,42 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 29.261 | 8,15 | 1.656 | 7,68 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 845.713 | 5,24 | 47.850 | 4,81 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 183.169 | 2,37 | 10.377 | 2,08 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 232.034 | 0,39 | 13.128 | -0,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 55.786 | 40,39 | 3.156 | 39,83 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 172.719 | 5,75 | 9.772 | 5,32 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.161.823 | 1,88 | 235.476 | 101.397,84 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 22.496 | 1,26 | 1.273 | 0,79 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.360 | 77 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 130.427 | 5,19 | 7.380 | 4,76 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.157.934 | 2,85 | 122.096 | 2,43 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 30 | 2 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 15.432 | 31,87 | 880 | 36,07 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 24.474 | 165,47 | 1.385 | 164,63 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 32.548 | 9,39 | 1.842 | 8,93 | ||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 3.601 | 204 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 33.776 | 23,18 | 1.911 | 22,74 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 8.816 | 6,34 | 499 | 5,96 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 743.606 | 6,89 | 42.073 | 6,46 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 24.113 | 1,07 | 1.444 | 4,41 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 95.945 | 1,25 | 5.429 | 0,84 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 95.478 | 2,19 | 5.419 | 0,80 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 8.993 | 11,66 | 509 | 11,16 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 43.137 | 19,02 | 2.441 | 18,50 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 475 | 28 | ||||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 51.334 | 2,54 | 2.904 | 2,15 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 6.350 | 1,31 | 359 | 0,84 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 298.686 | 0,49 | 16.900 | 0,08 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 12.733 | 4,41 | 720 | 4,05 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 345.476 | 2,13 | 19.547 | 1,72 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9.218 | 522 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 24.346 | 49,80 | 1.377 | 49,19 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.942.042 | 16,87 | 109.881 | 16,40 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 73.821 | 9,43 | 4.177 | 8,98 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 216.392 | 4,06 | 12.243 | 1,64 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 23.883 | 11,65 | 1.351 | 11,19 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 7.532 | 60,43 | 426 | 60,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 281 | 0,36 | 16 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5.483 | 310 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 9.546 | 0,98 | 540 | 0,56 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 65.147 | 4,15 | 3.686 | 3,74 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.154.706 | 2,17 | 121.913 | 1,75 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 137.494 | 2,39 | 7.779 | 1,97 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 1.279 | 44,52 | 72 | 44,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59.982 | 2,86 | 3.394 | 2,45 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.360 | 0,37 | 77 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 35.596 | 324,62 | 2.014 | 323,11 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 47.845 | 10,12 | 2.707 | 9,68 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 101.424 | 2,91 | 5.739 | 2,50 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 59.594 | 11,41 | 3.372 | 10,96 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 52.923 | 1,75 | 2.994 | 1,35 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 330.844 | 18.719 | ||||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 7.830 | 443 | ||||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 161.886 | 11,34 | 9.160 | 10,88 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.000 | 57 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 9.002 | 1.945,91 | 509 | 2.020,83 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 641.702 | 7,89 | 36.307 | 7,45 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 13.162 | 0,35 | 745 | -0,13 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 251.354 | 1,14 | 14.222 | 0,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 500 | 163,16 | 28 | 180,00 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 29.625 | 6,55 | 1.676 | 6,14 | ||||
| 2026-05-12 | 13F | CBM Financial, LLC | 318.737 | 8,24 | 18.879 | 8,29 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 279.279 | 1,40 | 15.802 | 0,99 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 64.718 | 0,28 | 3.662 | -0,14 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 6.107 | 0,74 | 346 | 0,29 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 14.263 | 150,14 | 807 | 149,85 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 44.819 | 141,77 | 2.536 | 140,74 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 15.483 | 10,63 | 876 | 10,06 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7.817 | 2,20 | 442 | 1,84 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 810 | 46 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 37.048 | 100,18 | 2.100 | 99,81 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 61.259 | 4,08 | 3.612 | 5,95 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 402.648 | 1,10 | 22.874 | 3,81 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1.837.787 | 4,05 | 103.982 | 3,62 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 509 | 0,20 | 29 | 0,00 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 4.424 | 2,29 | 250 | 2,04 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.662.837 | 30,11 | 150.663 | 29,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 62.018 | 4 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2.409 | 136 | ||||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 5.547 | 5,38 | 314 | 4,68 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 23.807 | 1,09 | 1.347 | 0,75 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 553 | 31 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 434.660 | 130,10 | 24.593 | 123,63 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 73.789 | 71,73 | 4.175 | 71,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 381.896 | 93,36 | 21.489 | 96,63 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 3.971.984 | 9,71 | 224.735 | 9,27 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.259 | 0,40 | 75 | 4,17 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8.996.058 | 2,93 | 508.997 | 2,51 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 338.317 | 4,92 | 19.142 | 4,49 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 705 | 0,43 | 40 | -2,50 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5.720 | 324 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 31.737 | 460,43 | 1.796 | 459,19 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 73.354 | 2,97 | 4.150 | 2,57 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 698.504 | 3,29 | 39.521 | 2,87 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.816 | 127,96 | 1.630 | 127,02 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 161.288 | 2,47 | 9.126 | 2,05 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 6.067.330 | 4,63 | 343.290 | 4,21 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 13.938 | 111,53 | 789 | 110,70 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 80.214 | 0,35 | 4.539 | -0,07 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 5.762 | 3,60 | 326 | 3,49 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.946 | 110 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 738.755 | 7,11 | 41.799 | 6,68 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 128.677 | 5,37 | 7.281 | 4,94 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 43.830 | 3,89 | 2.480 | 3,46 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 325 | 18 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 142.750 | 5,37 | 8.077 | 4,94 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 74.212 | 4.199 | ||||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 15.291 | 7,75 | 865 | 7,32 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.552.495 | 5,90 | 144.499 | 5,53 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 6.581 | 0,53 | 372 | 0,27 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 2.722.619 | 18,92 | 154.046 | 18,44 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1.765 | 100 | ||||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 214.458 | 12.134 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 266 | 15 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 63.777 | 4,47 | 3.609 | 4,04 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.650.911 | 4,81 | 93.788 | 107.702,30 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 205.574 | 3,56 | 11.631 | 3,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 710 | 0,28 | 40 | 0,00 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 38.629 | 8,43 | 2.186 | 8,01 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 750 | 118,02 | 42 | 121,05 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.350 | 26,03 | 416 | 25,38 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 26.701 | 13,92 | 1.511 | 13,45 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 98.877 | 1,14 | 5.594 | 0,72 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3.845 | 218 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 205.819 | 335,97 | 11.660 | 334,88 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 30.272 | 95,37 | 1.713 | 94,55 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 24.837 | 2,05 | 1.405 | 1,66 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 25.034 | 1.416 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 9.603 | 17,24 | 543 | 16,77 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7.815 | 0,37 | 442 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 19.767.082 | 0,36 | 1.118.421 | -0,04 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 14.589 | 0,75 | 825 | 0,36 | ||||
| 2026-05-12 | 13F | Creative Planning | 695.802 | 0,58 | 39.368 | 0,17 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 7.892 | 8,98 | 447 | 8,52 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 26.979 | 0,25 | 1.526 | -0,13 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 3.968 | 221 | ||||||
| 2026-05-12 | 13F | Awm Capital, Llc | 14.675 | 0,36 | 830 | 0,00 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 712.981 | 2,80 | 40.340 | 2,39 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 33.984 | 1,09 | 1.923 | 0,68 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.747 | 99 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 34.167 | 0,14 | 1.933 | -0,26 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 62 | 4 | ||||||
| 2026-04-15 | 13F | ERTS Wealth Advisors, LLC | 549.622 | 10,71 | 31.098 | 10,26 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 200.000 | 11.316 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 4.548 | 257 | ||||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 216.366 | 0,49 | 12.242 | 0,08 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 272.460 | 1,77 | 15.416 | 1,35 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 779.970 | 16,74 | 44 | 18,92 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 229.218 | 204,75 | 12.969 | 203,51 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 41.883 | 26,38 | 2.370 | 25,88 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 35.698 | 10,88 | 2.027 | 9,40 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 84.039 | 4.755 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 6.672 | 24,13 | 378 | 23,61 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 4.112 | 7,53 | 233 | 4,04 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.376 | 4,07 | 870 | 3,69 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 58.057 | 6,59 | 3.285 | 6,14 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 13.940 | 10,48 | 789 | 10,06 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 169.388 | 104,05 | 9.584 | 103,20 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 418.811 | 2,07 | 23.696 | 1,66 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 7.578 | 429 | ||||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 59.968 | 5,29 | 3.393 | 4,85 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 8.670 | 12,23 | 491 | 11,87 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8.476 | 39,06 | 480 | 38,73 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 70.158 | 0,28 | 3.970 | -0,13 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 7 | 0 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 3.674 | 0,03 | 208 | -0,48 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 277.032 | 451,69 | 15.674 | 449,58 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 671 | 38 | ||||||
| 2026-04-24 | 13F | Peoples Bank /oh | 3.816 | 216 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 53.238 | 19,19 | 3.012 | 18,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 81.939 | 6,34 | 4.636 | 5,92 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 122 | 7 | ||||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 102.557 | 2,02 | 5.803 | 1,61 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1.646.902 | 12,66 | 93.182 | 12,21 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 20.144 | 0,16 | 1.140 | -0,26 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 69.750 | 9,01 | 3.946 | 8,56 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 27.740 | 0,04 | 1.570 | -0,38 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 10.566 | 15,22 | 598 | 14,81 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 7.207 | 28,67 | 408 | 27,99 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.051 | 63,20 | 60 | 68,57 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 3.975 | 2,26 | 225 | 1,82 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 62 | 4 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 38.399 | 2,26 | 2.173 | 1,83 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 7.572 | 11,98 | 448 | 16,41 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 24.839 | 0,33 | 1.405 | -0,07 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2.547 | 68,68 | 144 | 69,41 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 21.147 | 0,28 | 1.196 | -0,17 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 383.900 | 25,14 | 21.721 | 24,63 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 17.818 | 6,90 | 1.008 | 6,55 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 6.813 | 0,18 | 385 | -0,26 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 450.337 | 1,46 | 25.480 | 1,05 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 442 | 25 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12.625 | 11,80 | 717 | 14,90 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 664 | 0,30 | 38 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.021 | 6,13 | 284 | 5,97 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 29.307 | 1.658 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.618.389 | 48,72 | 154.878 | 51,57 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 67.772 | 124,43 | 3.835 | 123,56 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 13.404 | 3,69 | 758 | 3,27 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 93.697 | 0,64 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 58.260 | 10,75 | 3.296 | 10,31 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.112 | 12,89 | 63 | 12,73 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 51.923 | 43,53 | 2.938 | 42,92 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 228.353 | 34,65 | 12.920 | 34,11 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.872 | 127,94 | 162 | 128,17 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 11.349 | 36,49 | 642 | 36,02 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 323.902 | 18,69 | 18 | 20,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.205.952 | 5,79 | 237.973 | 5,36 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 166.654 | 1,31 | 9.429 | 0,90 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 185.363 | 5,23 | 10.488 | 4,80 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 790.404 | 30,90 | 44.721 | 30,37 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 211.159 | 25,87 | 11.947 | 25,36 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 519.061 | 4,44 | 29.368 | 4,02 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3.876 | 33,24 | 219 | 32,73 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 166.267 | 3,27 | 9 | 0,00 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 102.234 | 6,40 | 5.784 | 5,97 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.876 | 0 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 560.176 | 3,42 | 31.695 | 3,00 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 4.622 | 0,26 | 262 | 0,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 784.446 | 8,15 | 44.384 | 7,72 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12.735 | 6,57 | 721 | 6,19 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 26.023 | 49,82 | 1.472 | 49,29 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3.742 | 1.220 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 4.642 | 0,37 | 263 | 0,00 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 15.211 | 16,06 | 861 | 15,59 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 28.362 | 1.605 | ||||||
| 2026-04-16 | 13F | Friday Financial | 59.709 | 5,96 | 3.378 | 5,53 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 57.212 | 5,11 | 3.426 | 7,91 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 277.581 | 4,19 | 15.551 | 2,05 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.482.888 | 21,49 | 83.902 | 21,00 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 96.096 | 11,64 | 5.437 | 11,19 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 544.900 | 0,91 | 30.830 | 0,50 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.507 | 85 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 6.212 | 0,32 | 351 | 0,00 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 32.173 | 0,05 | 1.820 | -0,33 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 72.574 | 1,99 | 4.106 | 1,58 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 16.634 | 0,13 | 941 | -0,21 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37.232 | 472,80 | 2.107 | 470,73 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 16.415 | 0,04 | 929 | -0,43 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 36.859 | 23,19 | 2.085 | 22,72 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 274.086 | 6,44 | 15.508 | 6,01 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 34.698 | 1.963 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 186.117 | 9,45 | 10.530 | 9,01 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 445 | 25 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5.332.176 | 37,75 | 301.695 | 37,19 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7.131 | 403 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.904.567 | 1,59 | 384.170 | -0,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.477.537 | 53,75 | 82.139 | 50,45 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 12.900 | 730 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 486.050 | 3,37 | 27.501 | 2,95 |
