VB / Vanguard Index Funds - Vanguard Small-Cap ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard Index Funds - Vanguard Small-Cap ETF
US ˙ ARCA ˙ US9229087518

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Small-Cap ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard Global Advisers, LLC, Vanguard Advisers Inc, TRB Wealth Management, LLC, Thornburg Investment Management Inc, Canandaigua National Corp, Krane Financial Solutions LLC, OFS Enterprise LLC, Wright Fund Managment, LLC, Vanguard National Trust Co, Calamos Advisors LLC, Owl Creek Wealth Partners LLC, Tandem Financial, LLC, Spartan Wealth Advisory Services LLC, SHUTTLEWORTH & Co, Smithbridge Asset Management Inc/de, Tower Bridge Advisors, Sanchez Levi Garrett, Cerity Partners Retirement Plan Advisors LLC, und Hourglass Capital, 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
(%)
2026-05-15 13F Morgan Stanley 8.041.306 2,25 2.106.180 3,82
2026-05-15 13F Mcdonald Partners Llc 1.370 31,23 359 33,09
2026-05-08 13F Equity Wealth Partners, LLC 32.288 6,37 8.457 8,01
2026-04-28 13F Stratos Wealth Partners, LTD. 47.693 0,63 12.492 2,18
2026-04-28 13F Fortitude Advisory Group L.L.C. 2.034 31,14 533 33,00
2026-05-08 13F Blair William & Co/il 63.572 4,62 16.651 6,23
2026-05-13 13F Cynosure Management, Llc 43.741 0,21 11.457 1,75
2026-05-13 13F Elm Partners Management LLC 85.423 14,13 21.684 12,31
2026-05-14 13F Roof Eidam & Maycock/adv 75.449 0,40 19.762 1,95
2026-04-23 13F West Bancorporation Inc 23.672 3,62 6.200 5,23
2026-05-15 13F Cardiff Park Advisors, Llc 4.386 0,34 1.149 1,86
2026-04-22 13F Stone Point Wealth LLC 13.599 3,82 3.562 5,42
2026-05-12 13F Asset One Wealth Management LLC 11.636 373,97 3.307 395,65
2026-04-22 13F Aspire Private Capital, LLC 20.189 7,09 5.288 8,74
2026-05-06 13F World Equity Group, Inc. 5.640 2,84 1.477 4,46
2026-02-11 13F MidWestOne Financial Group, Inc. 9.311 0,34 2.402 1,78
2026-05-06 13F Pacitti Group Inc. 4.487 3,22 1.175 4,82
2026-05-11 13F RiverFront Investment Group, LLC 1.478 387
2026-05-08 13F Searle & Co. 2.823 12,92 739 14,75
2026-05-14 13F JHP Wealth Management, LLC 4.724 109,77 1.237 113,28
2026-04-27 13F Canal Capital Management, LLC 7.916 0,01 2.073 1,57
2026-05-13 13F Signature Equity Partners, LLC 205 33,99 54 35,90
2026-05-14 13F Bollard Group LLC 407 0
2026-05-12 13F Daybright Advisory Services, Inc. 877 0,34 230 1,78
2026-04-08 13F Olistico Wealth, LLC 1.294 4,44 339 5,96
2026-04-08 13F Thompson Investment Management, Inc. 71 1,43 19 0,00
2026-04-17 13F Anchyra Partners Llc 5.361 10,29 1.404 12,05
2026-04-29 13F Bluestem Financial Advisors, Llc 123.580 2,05 32.368 3,62
2026-05-01 13F Holistic Planning, LLC 5.696 1,26 1.492 2,83
2026-04-20 13F 25 Llc 41.067 2,04 10.756 3,61
2026-04-23 13F 3Chopt Investment Partners, LLC 100.163 3,24 26.235 4,83
2026-04-16 13F Roble, Belko & Company, Inc 15.400 16,95 4 33,33
2026-03-02 13F Reflection Asset Management 1.163 307
2026-04-22 13F Retirement Guys Formula Llc 6.730 1,57 1.762 4,38
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 826 217
2026-05-15 13F Tower Research Capital LLC (TRC) 8 100,00 2 100,00
2026-04-15 13F Adamsbrown Wealth Consultants Llc 1.957 2,78 512 4,28
2026-04-14 13F Heirloom Wealth Management 812 213
2026-05-13 13F Heritage Trust Co 10.636 6,43 2.786 8,07
2026-04-23 13F Sawyer & Company, Inc 280 0,36 73 2,82
2026-04-15 13F DAVENPORT & Co LLC 20.913 0,84 5.478 2,39
2026-04-27 13F Pachira Investments Inc. 6.454 43,61 1.690 45,82
2026-05-07 13F Resolute Wealth Strategies, LLC 1.722 16,75 451 18,68
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 4.691 0,86 1.229 2,42
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 9.634 7,12 2.523 8,75
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 818.731 214.442
2026-05-08 13F Vanguard National Trust Co 21.072 5.519
2026-04-23 13F North Star Investment Management Corp. 5.044 3,89 1.321 5,51
2026-04-30 13F Beirne Wealth Consulting Services, LLC 46.912 19,11 12.288 20,95
2026-01-20 13F Austin Private Wealth, LLC 974 3,18 251 4,58
2026-05-14 13F TRB Wealth Management, LLC 97.880 25.637
2026-05-14 13F B&l Asset Management Llc 8.729 9,91 2.286 11,62
2026-05-04 13F Retirement Planning Group 12.442 26,97 3.259 28,93
2026-05-13 13F Lido Advisors, LLC 146.103 1,15 38.268 3,37
2026-04-07 13F Mb, Levis & Associates, Llc 665 71,39 174 75,76
2026-04-22 13F McLean Asset Management Corp 2.908 0,10 762 -4,04
2026-05-13 13F Invictus Private Wealth, Llc 375.719 1,71 98.408 3,27
2026-04-07 13F Heartwood Wealth Advisors LLC 371.133 5,16 97.207 6,78
2026-04-22 13F Vicus Capital 4.842 0,02 1.268 1,60
2026-04-15 13F Signature Estate & Investment Advisors Llc 22.913 5,50 6.001 7,12
2026-05-15 13F MAI Capital Management 211.306 3,46 55.345 5,05
2026-04-24 13F Oakworth Capital, Inc. 3.399 86,76 890 89,77
2026-04-27 13F Arcadia Wealth Management, LLC 29.374 6,14 7.694 7,78
2026-05-13 13F Kingdom Financial Group LLC. 114 70,15 30 70,59
2026-05-12 13F WESCAP Management Group, Inc. 32.494 0,18 8.511 1,73
2026-04-24 13F Luminist Capital LLC 5.728 2,36 1.500 3,95
2026-04-10 13F Capital Advantage, Inc. 34.623 8,29 9.068 9,96
2026-04-29 13F Golden Road Advisors Llc 69.458 1,96 18.193 3,53
2026-05-05 13F Plante Moran Financial Advisors, LLC 4.749 1,41 1.244 2,90
2026-04-23 13F Simmons Bank 9.553 2,53 2.502 4,12
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 1.127 3,87 295 5,73
2026-05-15 13F Horizon Kinetics Asset Management Llc 219 57
2026-05-14 13F Stonebridge Capital Advisors LLC 23.238 1,24 6.087 2,79
2026-05-11 13F Kestra Investment Management, LLC 3.053 48,85 800 51,04
2026-04-28 13F Fortis Capital Advisors, LLC 22.069 42,82 5.781 45,04
2026-04-24 13F Bellevue Asset Management, Llc 144 0,70 38 0,00
2026-05-07 13F D'Orazio & Associates, Inc. 3.594 12,45 941 14,20
2026-04-15 13F Atwood & Palmer Inc 197 49,24 52 50,00
2026-05-11 13F Timmons Wealth Management, LLC 14.362 1,99 3.762 3,55
2026-04-17 13F Vermillion Wealth Management, Inc. 648 0,31 170 1,81
2026-03-12 13F Farmers National Bank 3.098 0,81 799 2,30
2026-05-12 13F Chesapeake Asset Management Llc 102 9,68 27 13,04
2026-05-13 13F Tobias Financial Advisors, Inc. 1.062 2,21 278 4,12
2026-04-08 13F Inspirion Wealth Advisors, Llc 86.202 28,72 22.578 30,70
2026-05-13 13F AE Wealth Management LLC 16.350 4,89 4.282 6,52
2026-04-15 13F Register Financial Advisors LLC 1.465 18,15 384 20,06
2026-04-03 13F Ridgewood Investments LLC 12.750 8,27 3.340 11,52
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 4.064 0,92 1.064 -5,08
2026-05-01 13F Coordinated Financial Services, Inc. 12.684 1,32 3.322 2,88
2026-04-08 13F Grove Bank & Trust 23.665 1,11 6.198 2,67
2026-05-15 13F CSM Advisors, LLC 45.387 5,30 12 0,00
2026-05-14 13F Delos Wealth Advisors, LLC 549 144
2026-04-27 13F Oarsman Capital, Inc. 1.706 56,51 447 58,72
2026-04-28 13F Intrinsic Value Partners, LLC 10.585 0,95 2.772 2,51
2026-05-06 13F TopTier Wealth Management, LLC 33 9
2026-05-14 13F Solstein Capital, LLC 2.859 0,35 749 1,91
2026-04-20 13F Ritholtz Wealth Management 23.391 27,41 6.127 29,38
2026-04-21 13F Trevian Wealth Management LLC 4.643 0,04 1.216 1,59
2026-05-11 13F Strengthening Families & Communities, LLC 1.526 400
2026-04-14 13F Amicus Financial Advisors, LLC 834 7,06 218 9,00
2026-05-19 13F Western Wealth Management, LLC 9.461 4,21 2.478 5,85
2026-05-05 13F Clarity Asset Management, Inc. 130 0,78 34 0,00
2026-05-12 13F Summit Trail Advisors, Llc 89.254 4,28 23.377 5,88
2026-04-10 13F Tounjian Advisory Partners, Llc 830 217
2026-04-21 13F Wedbush Securities Inc 15.858 8,08 4 33,33
2026-04-30 13F Beacon Financial Group 4.741 0,02 1.242 1,55
2026-04-16 13F Rockland Trust Co 2.881 0,21 755 1,75
2026-05-05 13F Delta Financial Advisors Llc 5.159 7,55 1.351 9,22
2026-04-20 13F Tanager Wealth Management LLP 10.787 8,28 2.825 9,96
2026-04-30 13F Manning & Napier Advisors Llc 95.944 11,91 25.130 12,53
2026-04-22 13F DORVAL Corp 45.444 0,53 11.903 2,08
2026-04-27 13F CWS Financial Advisors, LLC 16.904 0,24 4.428 1,79
2026-05-13 13F Pinnacle Financial Group, LLC / IL 23.572 5,06 6.174 6,67
2026-05-11 13F First National Bank Of Omaha 11.470 43,73 3.004 45,97
2026-05-06 13F Quadrant Private Wealth Management, LLC 4.790 8,10 1.255 9,81
2026-04-16 13F Rfg Holdings, Inc. 60.282 9,88 15.789 11,57
2026-04-21 13F Compass Planning Associates Inc 13.538 2,29 3.546 3,84
2026-04-08 13F Pines Wealth Management, LLC 5.848 17,31 1.532 19,14
2026-05-11 13F Elevation Wealth Management LLC 1.406 16,97 368 18,71
2026-04-08 13F TOWER TRUST & INVESTMENT Co 1.712 5,74 448 7,43
2026-04-23 13F Impact Partnership Wealth, LLC 1.206 22,19 316 24,02
2026-04-20 13F Fonville Wealth Management LLC 43.425 0,57 11.374 2,12
2026-04-27 13F Tsfg, Llc 662 9,24 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.338 3,64 0
2026-04-13 13F Fiduciary Financial Group, Llc 2.961 3,31 776 4,87
2026-05-15 13F Quantinno Capital Management LP 72.283 41,55 18.933 43,73
2026-04-16 13F Johnson Bixby & Associates, LLC 29.830 1,34 7.813 2,90
2026-05-04 13F Calamos Advisors LLC 18.022 4.720
2026-05-11 13F Integrity Advisory Solutions, LLC 1.441 5,96 378 7,41
2026-05-15 13F Ballast, Inc. 171.762 1,51 44.988 3,07
2026-04-09 13F Clarity Capital Advisors, LLC 6.873 0,26 1.800 1,81
2026-05-04 13F Hexagon Capital Partners LLC 12.962 3.395
2026-05-11 13F Convergence Financial, LLC 2.560 93,35 689 101,76
2026-05-11 13F MCF Advisors LLC 1.992 105,79 522 109,24
2026-05-01 13F Luminvest Wealth Management LLC 4.674 1,83 1.226 3,55
2026-04-29 13F Duncker Streett & Co Inc 7.177 0,34 1.880 1,84
2026-04-17 13F Brave Asset Management Inc 2.247 589
2026-04-28 13F Kathmere Capital Management, LLC 49.013 3,74 12.837 5,33
2026-05-11 13F Retirement Solution Inc. 857 0,23 225 1,82
2026-04-14 13F Searcy Financial Services Inc /adv 111.329 1,89 29.159 3,46
2026-04-07 13F Bath Savings Trust Co 4.398 14,71 1.152 16,50
2026-05-05 13F Williams Jones Wealth Management, LLC. 6.334 6,26 1.659 7,87
2026-05-07 13F Scarborough Advisors, LLC 151 39
2026-04-09 13F Aletheian Wealth Advisors LLC 1.014 1,40 266 4,33
2026-04-06 13F Gpwm Llc 57.413 1,47 15.038 3,04
2026-05-13 13F GLR Partners, LLC 4.509 1.181
2026-05-12 13F Pandi, LLC 2.644 693
2026-05-15 13F Empowered Funds, LLC 12.580 43,25 3.295 45,43
2026-04-27 13F Pensionmark Financial Group, Llc 74.777 11,86 19.585 13,59
2026-05-07 13F Fedenia Advisers LLC 1.398 22,63 366 24,49
2026-04-15 13F Silverlake Wealth Management Llc 9.215 82,04 2.414 84,90
2026-04-28 13F McGuire Investment Group, LLC 2.671 0,56 700 2,04
2026-05-14 13F Gladstone Institutional Advisory LLC 11.316 20,64 2.964 22,53
2026-05-14 13F 1832 Asset Management L.P. 604.595 21,36 158.356 23,23
2026-05-08 13F Logan Capital Management Inc Put 29.057 7.611
2026-04-16 13F Forbes J M & Co Llp 765 200
2026-04-20 13F Breakwater Capital Group 1.156 39,28 303 41,12
2026-04-30 13F Summa Corp. 4.577 1.199
2026-05-13 13F Clear Wave Wealth Management Llc 830 218
2026-05-08 13F Darden Wealth Group Inc 2.610 72,85 684 75,58
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 47.917 6,03 12.550 7,66
2026-04-22 13F Continuum Advisory, LLC 26.071 1,63 6.829 3,19
2026-04-22 13F Bravera Wealth 2.087 38,21 547 40,36
2026-05-12 13F Kuhn & Co Investment Counsel 4.184 2,30 1.096 3,79
2026-04-20 13F Hilton Head Capital Partners, LLC 238 19,00 62 21,57
2026-04-21 13F Family Wealth Group, LLC 1.362 357
2026-05-01 13F Mountain Hill Investment Partners Corp. 7.918 2,09 2.074 3,65
2026-05-15 13F Aberdeen Wealth Management LLC 6.535 9,26 1.712 10,96
2026-05-01 13F Wealthspire Advisors, LLC 401.536 0,74 105.170 2,29
2026-04-13 13F Community Trust & Investment Co 3.235 2,86 847 4,44
2026-05-06 13F Frontier Asset Management, LLC 23.311 5,28 6.106 6,90
2026-04-08 13F Partnership Wealth Management, LLC 994 3,33 260 4,84
2026-04-14 13F Retirement Management Systems Inc. 27.581 7,06 7.224 8,71
2026-05-01 13F 180 Wealth Advisors, Llc 5.570 2,11 1.459 3,62
2026-05-12 13F Independent Advisor Alliance 67.948 1.473,60 17.797 1.499,01
2026-04-21 13F GHP Investment Advisors, Inc. 1.083 4,03 284 5,60
2026-05-12 13F Carr Financial Group Corp 23.459 10,87 6.144 12,57
2026-04-30 13F Independence Bank of Kentucky 6.050 4,45 1.585 6,02
2026-05-11 13F Aprio Wealth Management, LLC 5.865 45,86 1.536 35,69
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 17.212 1,31 4.508 2,88
2026-04-30 13F Mosaic Family Wealth Partners, Llc 4.756 1.246
2026-05-14 13F Trustmark National Bank Trust Department 369.600 24,56 96.806 26,48
2026-05-14 13F Renaissance Technologies Llc 28.320 7.418
2026-04-09 13F Praetorian Wealth Management, Inc. 42.049 0,61 11.484 6,52
2026-05-01 13F Washburn Capital Management, Inc. 2.841 98,12 744 101,63
2026-05-22 13F/A Summitry Llc 1.804 2,85 473 4,42
2026-04-21 13F Fulcrum Wealth Advisors, Llc 2.639 23,95 691 25,87
2026-04-14 13F Wealthcare Advisory Partners LLC 37.141 4,31 9.728 5,90
2026-05-01 13F Valmark Advisers, Inc. 35.517 1,27 9.302 2,82
2026-05-07 13F Ironwood Investment Counsel, LLC 13.411 0,04 3.513 1,59
2026-05-01 13F Capital Squared Financial LLC 6.691 14,10 1.752 15,87
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 17.655 0,43 4.624 1,99
2026-05-13 13F Adviser Investments LLC 37.318 6,39 9.774 8,04
2026-05-12 13F Leavell Investment Management, Inc. 111.460 0,32 29.194 1,86
2026-04-17 13F CENTRAL TRUST Co 234.190 11,36 61.339 13,08
2026-05-13 13F First Trust Advisors Lp 2.471 18,91 647 20,93
2026-04-10 13F Cassilly Financial Group LLC 13.783 3,03 3.610 4,64
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.524 1,69 661 3,13
2026-05-04 13F Legacy Financial Group LLC 143.888 0,19 37.687 -3,58
2026-04-16 13F Sunbeam Capital Management, LLC 4.526 0,33 1.185 1,89
2026-05-12 13F Bear Mountain Capital, Inc. 48.121 3,66 13.770 7,56
2026-05-05 13F Cherry Tree Wealth Management, LLC 48.052 0,91 12.586 2,46
2026-01-29 13F Concurrent Investment Advisors, LLC 63.820 31,92 16.462 33,83
2026-05-08 13F SHP Wealth Management 5.016 65,71 1.315 68,46
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3.843 10,53 1.007 12,28
2026-05-12 13F Index Fund Advisors, Inc. 20.893 0,31 5.472 1,86
2026-05-06 13F Berkeley Capital Partners, LLC 6.167 1,73 1.615 3,33
2026-05-04 13F Chicago Partners Investment Group LLC 182.750 6,09 51.952 9,81
2026-05-06 13F Cabot-Wellington, LLC 5.354 0,13 1.402 1,67
2026-04-14 13F Legacy Trust 1.076 7,49 282 8,91
2026-04-10 13F Finward Bancorp 1.997 16,31 523 18,33
2026-05-01 13F Evolution Advisers, Inc. 32.481 1,93 9 0,00
2026-04-10 13F Quaker Wealth Management, LLC 26.814 3,85 7.023 5,45
2026-04-24 13F Randolph Co Inc 126.290 0,08 33.078 1,62
2026-04-29 13F Orin Green Financial, LLC 13.110 0,28 3.434 1,81
2026-04-14 13F XY Planning Network, Inc. 1.335 0,38 352 2,33
2026-01-06 13F Ransom Advisory, Ltd 36 9
2026-05-12 13F Rhumbline Advisers 13.949 41,26 3.654 43,42
2026-04-30 13F Accredited Investors Inc. 26.080 3,08 6.831 4,66
2026-05-12 13F Cascade Financial Partners, LLC 5.924 0,75 1.552 2,31
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.268 6,68 594 8,39
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 1.609 0,44 421 1,94
2026-05-04 13F Sterling Investment Advisors, Ltd. 959 2,79 251 4,58
2026-04-08 13F Gladwyn Financial Advisors, Inc. 556 0,36 146 1,40
2026-04-29 13F/A Salem Investment Counselors Inc 74.831 0,21 19.600 1,75
2026-05-12 13F ESG Planning 1.420 372
2026-05-11 13F Wealth Dimensions Group, Ltd. 2.656 6,88 696 8,59
2026-05-11 13F Lionshead Wealth Management, LLC 5.425 4,73 1.421 6,29
2026-05-08 13F Marble Harbor Investment Counsel, LLC 12.769 6,46 3.344 8,12
2026-04-28 13F Shayne & Co., Llc 3.566 6,77 934 8,48
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13.813 10,15 3.618 11,87
2026-05-05 13F Wealthfront Advisers Llc 1.696.661 8,21 444.389 9,87
2026-04-07 13F Howard Financial Services, Ltd. 3.067 803
2026-04-30 13F Acorn Wealth Advisors, LLC 15.192 12,18 3.979 13,91
2026-04-24 13F Financial Life Planners 24 6
2026-05-01 13F Brightwater Advisory LLC 25.084 1,48 6.570 3,04
2026-05-15 13F Cape Investment Advisory, Inc. 2.508 10,63 657 12,33
2026-04-27 13F DeDora Capital, Inc. 79.562 0,88 20.839 2,43
2026-05-12 13F CIBC Bancorp USA Inc. 1.506.970 18,22 394.063 21,58
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 2.226 26,33 583 28,41
2026-05-14 13F Synergy Investment Management, LLC 678 178
2026-05-12 13F Tocqueville Asset Management L.p. 1.642 0,49 430 2,14
2026-05-15 13F Pinney & Scofield, Inc. 91 24
2026-04-23 13F Fortune Financial Group, Inc. 1.734 117,57 454
2026-05-15 13F FreeGulliver LLC 3.644 0,39 954 1,92
2026-04-27 13F Thrive Capital Management, LLC 6.571 155,09 1.721 159,19
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 1.110 20,26 291 21,85
2026-04-28 13F Astoria Portfolio Advisors LLC. 2.670 3,17 757 6,62
2026-05-07 13F Facet Wealth, Inc. 4.406 29,82 1.154 24,49
2026-04-29 13F Connable Office Inc 18.689 7,55 4.895 9,21
2026-05-12 13F Crusonia Wealth Advisors LLC 38.583 4,06 10.106 5,66
2026-02-12 13F FineMark National Bank & Trust 4.807 0,17 1.240 1,56
2026-04-20 13F Peoples Financial Services Corp. 8.993 3,08 2.355 4,67
2026-04-22 13F Motco 161 38,79 42 44,83
2026-05-05 13F Napier Financial, LLC 39.120 0,52 10.246 2,07
2026-01-28 13F Edge Financial Advisors LLC 1.947 0,67 502 2,24
2026-05-14 13F Apriem Advisors 40.996 190,32 10.738 194,81
2026-05-11 13F PCA Investment Advisory Services Inc. 15.671 0,84 4.104 2,40
2026-04-17 13F Brown, Lisle/cummings, Inc. 2.309 0,04 605 1,51
2026-04-10 13F Impact Capital Partners LLC 1.268 2,18 332 3,75
2026-04-22 13F TBH Global Asset Management, LLC 1.759 461
2026-02-12 13F Planning Project LLC 3.608 931
2026-04-21 13F Grimes & Company, Inc. 1.140.780 2,81 298.793 4,39
2026-05-06 13F Kera Capital Partners, Inc. 22.486 1,27 5.889 -1,72
2026-04-22 13F TPG Advisors LLC 2.073 29,81 543 31,87
2026-04-21 13F Christine Messmer Pc 22.386 6,70 5.863 8,33
2026-05-14 13F Rockbridge Investment Management, LCC 7.319 0,01 1.917 1,54
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 4.125 1,15 516 4,03
2026-04-15 13F Merit Financial Group, LLC 310.293 8,40 81.272 10,06
2026-04-29 13F Unified Investment Management 2.133 10,35 559 12,05
2026-04-27 13F Strathmore Capital Advisors, Inc. 751 213
2026-04-10 13F Abound Wealth Management 67.379 0,28 17.648 1,82
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 14.940 9,46 3.913 11,16
2026-04-15 13F Radnor Capital Management, LLC 9.827 0,56 2.574 2,10
2026-04-07 13F Central Bank & Trust Co 828 3,11 217 4,35
2026-05-14 13F We Are One Seven, LLC 17.111 0,19 4.482 1,73
2026-05-05 13F EnRich Financial Partners LLC 1.166 0,26 305 1,67
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.812.991 2,37 736.779 3,94
2026-04-27 13F Koshinski Asset Management, Inc. 91.720 4,53 24.023 6,14
2026-05-01 13F Anchor Investment Management, LLC 6.604 0,18 1.730 1,71
2026-05-01 13F Summit Financial Strategies, Inc. 1.031 270
2026-05-12 13F Cloud Capital Management, LLC 1.320 3,69 0
2026-04-15 13F Tribridge Partners Financial LLC 62.145 3,24 16.447 5,93
2026-04-09 13F Pacifica Partners Inc. 71 19
2026-05-07 13F Burk Holdings LLC 286 75
2026-04-20 13F MBM Wealth Consultants, LLC 82.718 1,34 21.665 2,90
2026-04-22 13F Princeton Global Asset Management LLC 799 0,25 209 1,95
2026-04-28 13F Fundamentun, Llc 2.813 0,50 737 2,08
2026-05-04 13F Avantax Planning Partners, Inc. 4.078 87,15 1.068 90,37
2026-05-15 13F Sanchez Levi Garrett 6.979 1.828
2026-05-01 13F Midwest Trust Co 32.580 3,87 8.533 5,46
2026-05-14 13F RMG Wealth Management LLC 835 241
2026-05-04 13F LJI Wealth Management, LLC 1.897 29,14 497 30,87
2026-05-11 13F Berkshire Asset Management Llc/pa 56.691 0,49 14.849 2,03
2026-05-12 13F Dearborn Partners Llc 766 201
2026-04-07 13F Twele Capital Management, Inc. 78.142 0,00 20.467 1,54
2026-04-07 13F Signaturefd, Llc 904.125 5.155,93 236.808 5.237,12
2026-05-05 13F Cullen/frost Bankers, Inc. 590.093 3,90 154.557 5,50
2026-04-23 13F Summit Investment Advisory Services, LLC 7.247 1,57 1.898 3,15
2026-05-11 13F RWM Asset Management, LLC 14.392 0,02 3.770 -4,39
2026-05-01 13F Miller Financial Services LLC 1.679 0,24 440 1,62
2026-05-16 13F Sunbelt Securities, Inc. 590 52,85 154 55,56
2026-04-08 13F Sapient Capital Llc 15.191 5,47 3.979 6,05
2026-05-01 13F Diversify Wealth Management, Llc 53.248 23,38 14.868 26,43
2026-05-15 13F Wellington Management Group Llp 1.191.150 3,04 311.986 4,63
2026-04-15 13F DecisionMap Wealth Management, LLC 1.315 5,62 344 7,17
2026-04-22 13F Accretive Wealth Partners, LLC 1.222 10,39 320 12,28
2026-04-09 13F IFG Advisors, LLC 18.408 1,36 4.821 2,92
2026-04-17 13F James J. Burns & Company, LLC 46.360 3,13 12.143 4,72
2026-04-16 13F Lexington Hill Partners, LLC 976 0,41 256 2,00
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 5.466 1.432
2026-05-05 13F One Day In July LLC 17.887 1,08 4.685 2,63
2026-04-23 13F SJS Investment Consulting Inc. 1.539 2,06 403 3,87
2026-05-08 13F Stone Loft Wealth Management Llc 5.707 355,83 1.495 362,54
2026-04-14 13F Cathy Pareto & Associates, Inc 23.814 7,12 6.237 8,75
2026-04-24 13F Peregrine Asset Advisers, Inc. 2.356 13,76 617 15,54
2026-05-12 13F Americana Partners, LLC 13.864 7,66 3.631 9,33
2026-05-14 13F LifePlan Investment Advisors, Inc. 7.309 6,39 1.914 8,01
2026-05-05 13F Milestone Investment Advisors LLC 2.271 0,35 595 1,89
2026-04-29 13F/A True Link Financial Advisors, LLC 40 10
2026-05-06 13F GatePass Capital, LLC 1.329 8,85 348 10,83
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 12.075 3.163
2026-05-12 13F Absolute Capital Management, LLC 4.382 16,73 1.148 18,49
2026-05-08 13F Sound Financial Strategies Group, LLC 4.654 19,12 1.219 20,95
2026-04-21 13F Morton Capital Management LLC/CA 990 23,90 259 25,73
2026-05-04 13F Bridges Investment Management Inc 39.958 0,64 10.466 2,19
2026-05-08 13F Westview Management dba Westview Investment Advisors 6.000 41,18 1.571 43,34
2026-05-15 13F Clark Capital Management Group, Inc. 905 237
2026-05-04 13F AMG National Trust Bank 167.650 13,65 43.911 15,40
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 3.500 917
2026-05-15 13F Excelsior Advisor Network LLC 22.969 16,96 6.016 18,78
2026-05-11 13F Citigroup Inc 23.074 4,28 6.044 5,89
2026-05-06 13F Aviance Capital Partners, LLC 1.365 38,72 358 41,11
2026-05-13 13F Jaffetilchin Investment Partners, LLC 991 0,20 260 1,57
2026-06-03 13F/A Wealthquest Corp 187.247 23,15 49.044 25,05
2026-05-13 13F Mairs & Power Inc 5.805 288,03 1.520 294,81
2026-04-13 13F Arwa Llc 14.408 8,34 3.933 14,66
2026-05-08 13F Russell Investments Group, Ltd. 5.837 29,34 1.529 31,38
2026-05-15 13F Alliancebernstein L.p. 70.296 0,91 18.133 0,91
2026-04-08 13F McNaughton Wealth Management, LLC 22.329 5,22 5.848 6,83
2026-05-22 13F Wellington Grp LLC 467 57,24 122 60,53
2026-05-11 13F Ellevest, Inc. 40.685 3,39 10.656 4,99
2026-05-11 13F Mountain Capital Investment Advisors, Inc 143.693 5,31 40.747 8,72
2026-04-21 13F Wesbanco Bank Inc 35.266 6,46 9.237 8,10
2026-04-16 13F Heck Capital Advisors, LLC 2.391 0,17 626 1,79
2026-05-15 13F Destination Wealth Management 1.281 7,29 336 9,12
2026-05-05 13F Duncan Williams Asset Management, LLC 26.711 0,34 6.996 -3,44
2026-04-10 13F Perfromance Wealth Partners, LLC 53.459 416,16 14.002 424,19
2026-05-08 13F Cornerstone Financial Management LLC 367 13,62 96 15,66
2026-05-13 13F Keystone Financial Group 21.106 1,14 5.528 2,68
2026-05-12 13F Pacific Center for Financial Services 629 12,72 165 16,31
2026-05-15 13F/A Independent Financial Group, Llc 18.715 15,91 4.902 17,70
2026-04-16 13F First Community Trust Na 2.791 11,33 731 13,16
2026-04-13 13F Foster Group, Inc. 1.088 3,32 285 4,80
2026-05-05 13F Evergreen Advisors, LLC 898 0,34 235 2,17
2026-04-10 13F Country Trust Bank 651.388 26,42 170.612 28,36
2026-05-12 13F Aspiriant, Llc 88.362 8,40 23.144 10,07
2026-05-01 13F Ferguson Wellman Capital Management, Inc 7.728 2.024
2026-04-08 13F Hardin Capital Partners, LLC 1.551 1,37 406 3,05
2026-05-01 13F Cdkv Holdings Llc 2.581 0,39 676 1,96
2026-02-17 13F Tolleson Wealth Management, Inc. 1.981 12,49 511 13,59
2026-04-09 13F OFS Enterprise LLC 32.681 8.560
2026-04-03 13F Adirondack Trust Co 2.701 11,80 707 13,48
2026-05-11 13F Fountainhead AM, LLC 631 54,66 165 57,14
2026-05-08 13F McAdam, LLC 61.703 3,37 16.161 4,96
2026-05-15 13F Equitable Holdings, Inc. 423.322 9,30 109.270 9,37
2026-05-07 13F Advisor OS, LLC 18.635 16,07 4.881 17,85
2026-05-12 13F Virtue Asset Management Llc 16.634 1,17 4.357 2,74
2026-04-29 13F SwitchPoint Financial Planning, LLC 5.095 1,78 1.334 3,33
2026-04-28 13F Northstar Group, Inc. 3.138 0,10 822 1,73
2026-04-14 13F Zrc Wealth Management, Llc 1.996 0,05 523 1,56
2026-05-14 13F Capital Analysts, Inc. 11.206 7,92 3 0,00
2026-04-20 13F Focused Wealth Management, Inc 58.073 7,16 15.210 8,81
2026-04-14 13F Kozak & Associates, Inc. 150 3,45 41 5,13
2026-05-12 13F Advyzon Investment Management, LLC 3.245 12,32 850 13,96
2026-05-13 13F Green Harvest Asset Management LLC 2.916 13,15 764 14,91
2026-04-08 13F First Heartland Consultants, Inc. 20.763 3,65 5.438 5,24
2026-05-12 13F Baker Avenue Asset Management, LP 390.627 1,03 102.313 2,59
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 11.157 0,83 2.922 -2,83
2026-04-28 13F David Kennon Inc 47.376 0,05 12.409 1,59
2026-05-13 13F Rosenblum Silverman Sutton S F Inc /ca 4.088 1,74 1.071 3,28
2026-05-15 13F Jones Financial Companies Lllp 2.976.080 19,05 763.177 18,35
2026-04-13 13F Mitchell Sinkler & Starr/pa 9.124 3,69 2.390 5,29
2026-04-17 13F Aspire Growth Partners LLC 2.936 17,49 769 19,25
2026-05-05 13F Donalies Financial Planning, LLC 3.952 2,76 1.035 4,33
2026-05-11 13F Howard Wealth Management, Llc 31.865 0,01 8.346 1,55
2026-04-08 13F BOS Asset Management, LLC 11.578 0,53 3.033 2,09
2026-04-08 13F West Financial Advisors, LLC 13.113 0,61 3.435 2,14
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 18.288 99,96 4.790 103,05
2026-04-28 13F Quent Capital, LLC 272 3,42 71 5,97
2026-05-12 13F Thornburg Investment Management Inc 64.480 16.889
2026-04-24 13F Key FInancial Inc 1.967 0,10 515 1,78
2026-05-04 13F Alta Wealth Advisors LLC 1.897 0,32 497 1,85
2026-05-15 13F Painted Porch Advisors LLC 1.276 3,91 334 5,70
2026-04-16 13F Scott & Selber, Inc. 12.245 3,26 3.207 4,87
2026-05-08 13F Peachtree Investment Partners, LLC 97 2,11 12 -54,17
2026-04-27 13F Greenleaf Trust 6.524 4,58 1.709 6,15
2026-05-14 13F Wills Financial Group LLC 1.118 6,88 319 18,59
2026-02-25 13F Kw Wealth Management Llc 777 200
2026-04-28 13F Busey Wealth Management 1.914 19,85 501 21,90
2026-04-21 13F Ramiah Investment Group 31.598 4,09 8.276 5,70
2026-04-28 13F Walkner Condon Financial Advisors LLC 23.515 3,16 6.159 4,73
2026-04-27 13F Lodestar Private Asset Management Llc 6.070 6,36 1.590 7,95
2026-05-14 13F Bakala Capital Management LLC 1.839 0,38 482 1,91
2026-05-01 13F First Business Financial Services, Inc. 5.070 0,62 1.328 2,16
2026-05-07 13F Financial Discovery Group Inc 1.312 344
2026-04-16 13F BlueSky Wealth Advisors, LLC 40.153 1,58 10.517 3,14
2026-05-14 13F Horizon Investments, LLC 44 12
2026-04-30 13F Elevated Capital Advisors, LLC 9.665 2,67 2.531 4,24
2026-05-14 13F Jacobi Capital Management LLC 2.374 18,76 622 20,58
2026-04-28 13F Kiley Juergens Wealth Management, Llc 4.725 1.238
2026-04-15 13F Wright Fund Managment, LLC 27.635 7.238
2026-05-05 13F PFG Advisors 16.404 2,69 4.297 4,27
2026-04-20 13F Greenup Street Wealth Management Llc 11.976 15,67 3.137 17,45
2026-04-29 13F Downshift Financial, LLC 6.234 28,70 1.747 34,31
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 62.822 4,09 16.454 5,69
2026-05-15 13F Investment Counsel Co Of Nevada 4.002 0,38 1.048 1,95
2026-05-14 13F Loomis Sayles & Co L P 35 3.400,00 9
2026-05-05 13F D.a. Davidson & Co. 135.340 3,58 35.448 5,17
2026-05-15 13F Briggs Wealth Management, Inc 13.068 2,28 3.423 3,85
2026-04-24 13F Essex LLC 3.766 0,43 986 1,96
2026-04-08 13F Dynamic Advisor Solutions LLC 31.803 0,21 8.330 1,75
2026-04-27 13F Sound Income Strategies, LLC 3.091 25,09 814 19,71
2026-04-08 13F Heritage Family Offices, LLP 3.839 1.006
2026-04-24 13F Lynch Asset Management, Inc. 18.150 0,28 4.754 1,82
2026-05-15 13F Valley Financial Group, Inc. 1.045 1,55 274 3,02
2026-05-15 13F/A EverSource Wealth Advisors, LLC 110.024 90,97 28.818 93,91
2026-04-24 13F Capital Asset Advisory Services LLC 136.093 5,99 38.944 12,58
2026-05-07 13F Capital Performance Advisors Llp 42.079 2,71 11.021 4,30
2026-05-15 13F EFG International AG 2.542 0,24 666 1,68
2026-05-05 13F Woodmont Investment Counsel Llc 98.052 0,89 25.682 2,44
2026-04-21 13F Powers Advisory Group, LLC 844 0,36 221 1,38
2026-05-06 13F Catalyst Capital Advisors LLC 350.327 8,15 91.758 9,82
2026-05-15 13F Warren Averett Asset Management, LLC 126.695 1,19 33.184 2,75
2026-04-29 13F Landmark Wealth Management, LLC 4.440 8,06 1.163 9,82
2026-05-06 13F Fidelis Capital Partners, LLC 15.506 3,46 4.061 5,04
2026-05-12 13F Omega Financial Group, LLC 783 0,26 205 1,99
2026-05-15 13F Silver Grove Financial Group, Inc. 2.030 532
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 31.594 1,69 8.275 3,27
2026-05-15 13F Quadcap Wealth Management, LLC 3.428 0,47 898 2,05
2026-04-23 13F Glass Jacobson Investment Advisors llc 14.281 8,89 3.740 10,59
2026-05-04 13F 1 North Wealth Services Llc 582 7,58 152 9,35
2026-04-16 13F Allegheny Financial Group LTD 11.665 5,45 3.056 7,08
2026-04-22 13F Millburn Ridgefield Corp 350.327 8,15 91.758 9,82
2026-05-12 13F Ausdal Financial Partners, Inc. 21.598 2,34 5.657 3,93
2026-04-23 13F Partners Wealth Management, Llc 975 4,17 255 5,81
2026-05-15 13F Hancock Whitney Corp 2.199 67,35 625 84,91
2026-05-05 13F Cannon Wealth Management Services, LLC 4.361 6,89 1.142 8,56
2026-05-04 13F Hourglass Capital, Llc 4.925 1.290
2026-04-22 13F Gemmer Asset Management LLC 69.601 1,82 18.230 3,39
2026-04-16 13F Balboa Wealth Partners 3.951 53,98 1.035 56,43
2026-05-13 13F/A Jpmorgan Chase & Co 1.203.000 5,15 305.370 3,48
2026-05-06 13F Topel & Distasi Wealth Management, LLC 10.521 0,72 2.756 2,26
2026-04-14 13F Opal Wealth Advisors, LLC 1.578 24,64 413 26,69
2026-04-30 13F First Horizon Corp 5.462 4,42 1.431 6,00
2026-04-24 13F Lynx Investment Advisory 2.024 530
2026-05-15 13F Gotham Asset Management, LLC 39.210 18,65 10.270 20,47
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 161.417 8,89 42.355 10,48
2026-04-28 13F Mokosak Advisory Group, LLC 18.302 1,88 4.794 3,43
2026-05-07 13F Cassaday & Co Wealth Management LLC 4.527 0,98 1.186 2,51
2026-01-27 13F Meritage Portfolio Management 3.741 0,03 965 1,58
2026-04-13 13F Midway Capital Research & Management 25 7
2026-04-29 13F Nilsine Partners, LLC 3.018 1,79 856 11,91
2026-04-10 13F Pure Financial Advisors, Inc. 126.682 0,21 33.180 1,75
2026-04-22 13F Joel Isaacson & Co., LLC 211.849 4,75 55.487 6,36
2026-05-15 13F Vestmark Advisory Solutions, Inc. 57.404 402,35 15.036 410,18
2026-05-15 13F Snowwater Investment Partners, Llc 3.667 16,12 960 17,94
2026-04-17 13F Sara-Bay Financial 2.542 2,38 666 2,94
2026-05-13 13F Capital Group Private Client Services, Inc. 60.344 5,13 15.805 6,75
2026-04-07 13F Calder Financial LLC 6.660 10,87 1.754 13,23
2026-05-05 13F Quartz Partners, LLC 769 201
2026-05-15 13F AlphaCore Capital LLC 93.267 11,96 24.428 13,68
2026-05-18 13F Claris Financial LLC 5.233 8,43 1.371 10,13
2026-05-12 13F Columbia River Financial Group, LLC 11.314 1,61 3 0,00
2026-04-21 13F OneAscent Financial Services LLC 72.707 460,45 19.043 469,13
2026-02-03 13F Alpha Cubed Investments, LLC 15.607 8,72 4.026 10,27
2026-04-27 13F Sharp Financial Services, LLC 113.964 7.569,18 29.849 7.693,47
2026-04-08 13F Warner Financial, Inc 18.059 1,13 4.730 118.150,00
2026-05-15 13F First Manhattan Co 89.427 8,07 23.423 9,73
2026-04-24 13F Means Investment Co., Inc. 1.502 0,13 393 1,81
2026-05-05 13F Covestor Ltd 1.704 3,65 0
2026-04-21 13F Parker Financial LLC 11.009 1,67 2.882 3,15
2026-05-12 13F Jane Street Group, Llc 189.512 1.027,91 49.637 1.045,27
2026-04-13 13F Arcadia Investment Advisors Llc 28.042 2,83 7.345 4,41
2026-05-12 13F Jane Street Group, Llc Put 1.000 11,11 262 12,50
2026-05-12 13F Jane Street Group, Llc Call 19.200 10,34 5.029 12,03
2026-04-24 13F Root Financial Partners, LLC 25.834 30,86 6.766 32,88
2026-05-07 13F Vision Retirement, LLC 173 46,61 45 50,00
2026-05-05 13F HighTower Advisors, LLC 958.835 0,80 251.153 2,36
2026-05-13 13F RiverGlades Family Offices LLC 18.302 1,98 4.794 5,04
2026-04-21 13F Pflug Koory, LLC 1.214 59,74 318 61,73
2026-04-08 13F Nestegg Advisors, Inc. 3.198 0,60 838 2,07
2026-04-29 13F Birch Hill Investment Advisors LLC 2.636 0,57 690 2,07
2026-05-01 13F Emerald Investment Partners, Llc 4.003 4,08 1.048 5,65
2026-04-16 13F Five Pine Wealth Management 32.797 0,14 8.590 1,69
2026-05-15 13F Keewaydin Investments LLC 3.722 3,19 975 4,73
2026-05-04 13F NWF Advisory Services Inc. 2.452 14,96 642 16,55
2026-05-11 13F Blueprint Financial Advisors LLC 13.973 0,40 3.660 1,95
2026-05-04 13F N.E.W. Advisory Services LLC 12.741 2,35 3.337 3,92
2026-05-11 13F Nomura Asset Management Co Ltd 1.600 60,00 419 63,04
2026-04-09 13F Kwmg, Llc 1.614 0,94 423 2,43
2026-04-23 13F Interchange Capital Partners, LLC 1.777 12,54 400 -1,97
2026-05-11 13F Catalyst Financial Partners Llc 4.415 20,73 1.156 22,59
2026-04-29 13F Mycio Wealth Partners, Llc 14.217 0,19 3.724 1,72
2026-04-27 13F Truist Financial Corp 434.428 4,98 113.785 6,59
2026-05-11 13F SCS Capital Management LLC 219.708 75,23 57.546 77,92
2026-04-28 13F Farnam Financial LLC 12.256 0,46 3.210 2,03
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.816 0,06 476 1,50
2026-04-27 13F ATLas Financial Planning LLC 4.547 0,31 1.191 1,88
2026-05-12 13F Culbertson A N & Co Inc 39.650 0,06 10.385 1,60
2026-05-14 13F Mill Creek Capital Advisors, LLC 23.056 0,10 6.039 1,63
2026-04-15 13F Fifth Third Securities, Inc. 28.626 1,34 7.498 2,90
2026-05-14 13F Aries Wealth Management 65.524 12,90 17.162 14,64
2026-04-15 13F Peddock Capital Advisors, Llc 48.214 2,52 12.628 4,10
2026-05-05 13F Putnam Fl Investment Management Co 7.076 1,06 1.853 2,60
2026-04-20 13F Courier Capital Llc 18.137 1,73 4.750 3,31
2026-04-17 13F Astoria Strategic Wealth, Inc. 12.108 0,90 3.171 2,46
2026-05-14 13F Captrust Financial Advisors 2.832.448 7,12 741.807 8,76
2026-05-15 13F Laird Norton Trust Company, Llc 98.182 10,48 25.716 12,18
2026-04-02 13F Silverleafe Capital Partners, LLC 44.013 38,21 11.528 40,33
2026-04-07 13F Park Avenue Securities Llc 288.401 3,38 76 5,63
2026-05-11 13F Valpey Financial Services, LLC 3.759 1,59 985 3,14
2026-05-06 13F Zhang Financial LLC 9.744 2,56 2.552 4,16
2026-04-24 13F Jacobsen Capital Management 24.371 0,89 6.383 2,46
2026-04-27 13F Platform Technology Partners 2.338 3,96 612 5,52
2026-04-29 13F Skopos Labs, Inc. 2.994 51,14 784 51,64
2026-04-14 13F Moller Financial Services 136.177 2,79 35.667 4,37
2026-05-12 13F Pcg Asset Management, Llc 1.285 53,89 337 55,56
2026-04-20 13F Independent Wealth Network Inc. 1.973 517
2026-04-21 13F Marietta Wealth Management, LLC 71.731 0,38 18.788 1,93
2026-05-01 13F Strategic Wealth Advisors LLC 6.141 0,13 2 0,00
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.400 0,29 367 1,67
2026-04-03 13F First County Bank /CT/ 2.258 3,63 591 5,16
2026-05-04 13F Bedel Financial Consulting, Inc. 4.263 0,19 1.117 1,73
2026-05-15 13F Strategies Wealth Advisors, LLC 9.392 0,06 2.460 1,57
2026-04-15 13F Financial Management Professionals, Inc. 128.314 118.709,26 33.608 124.370,37
2026-05-06 13F German American Bancorp, Inc. 2.417 3,78 633 5,50
2026-05-07 13F CFG Wealth Management Services, Inc. 39 2,63 10 11,11
2026-05-14 13F Twin Focus Capital Partners, Llc 5.030 51,92 1.318 54,22
2026-05-14 13F Traynor Capital Management, Inc. 6.527 3,95 1.657 2,29
2026-04-08 13F Infinity Wealth Counsel, LLC 9.017 0,48 2.362 2,03
2026-04-23 13F Greenhouse Wealth Management, LLC 25.935 0,07 6.784 1,47
2026-05-12 13F Disciplined Investors, L.L.C. 1.379 0,15 361 1,69
2026-05-15 13F Goldman Sachs Group Inc 1.745.051 3,67 457.064 5,27
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 796 1,40 226 11,88
2026-05-14 13F StoneX Group Inc. 118.060 44,75 31.038 47,53
2026-04-29 13F Strid Group, LLC 1.508 79,52 395 82,87
2026-04-17 13F 55 North Private Wealth, LLC 2.061 0,24 540 1,70
2026-05-13 13F Goepper Burkhardt LLC 1.573 1,09 412 2,74
2026-04-13 13F Elm3 Financial Group, LLC 4.556 39,41 1.193 41,69
2026-04-27 13F Rareview Capital LLC 31.013 3,66 7.349 3,65
2026-05-11 13F Godfrey Financial Associates, Inc. 254 3,25 67 4,76
2026-05-14 13F August Group Capital Ltd 1.501 0,40 393 2,08
2026-04-28 13F Raleigh Capital Management Inc. 715 11,37 187 13,33
2026-05-20 13F SHUTTLEWORTH & Co 10.760 2.818
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 16.705 6,04 4.376 7,68
2026-05-11 13F REAP Financial Group, LLC 25.982 3,36 6.805 4,95
2026-05-07 13F Summit Global Investments 5.316 338,61 1
2026-04-29 13F Cvfg Llc 920 241
2026-01-13 13F Stephens Consulting, LLC 71.033 569,11 18.323 578,88
2026-04-20 13F Cardinal Point Capital Management, ULC 1.355 355
2026-02-12 13F CIBC Private Wealth Group, LLC 1.397.042 10,06 360.367 11,65
2026-05-06 13F Kitching Partners, Llc 8.433 31,15 2.210 33,23
2026-05-14 13F Retiremitten Financial Llc 541 142
2026-04-14 13F Capital Asset Managemnet, LLC 3.563 0,82 933 2,41
2026-04-27 13F FSM Wealth Advisors, LLC 2.308 14,60 604 16,38
2026-05-12 13F Klingenstein Fields & Co Lp 844 221
2026-04-01 13F Burkett Financial Services, Llc 342 6,54 90 8,54
2026-05-11 13F Peak Retirement Planning, Inc. 34.533 497,25 9.045 506,57
2026-04-28 13F Ti-trust, Inc 19.962 0,98 5.228 2,53
2026-04-22 13F AJ Advisors, LLC 65.512 2,29 17.159 3,86
2026-05-12 13F Warwick Investment Management, Inc. 30.988 2,32 8.116 3,90
2026-04-08 13F Eclectic Associates Inc /adv 8.827 6,79 2.311 8,40
2026-05-07 13F Confluence Wealth Services, Inc. 4.331 18,56 1.134 20,38
2026-05-14 13F Level Four Advisory Services, Llc 33.428 3,25 8.756 4,84
2026-05-07 13F First National Trust Co 3.548 1,23 929 2,77
2026-05-13 13F Callan Family Office, LLC 7.786 0,17 2.039 1,70
2026-05-08 13F Stonebridge Financial Planning Group, LLC 2.729 1,30 715 2,88
2026-05-27 13F/A Maripau Wealth Management Llc 14.144 5,11 3.705 6,84
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 3.643 1,14 954 2,69
2026-05-13 13F Sepio Capital, LP 2.410 0,33 631 1,94
2026-05-05 13F Crestwood Advisors Group LLC 48.428 46,94 12.684 49,21
2026-04-07 13F Plus Group Wealth Advisors LLC 29.339 1,95 7.684 3,52
2026-04-24 13F 4Thought Financial Group Inc. 4.238 34,37 1.110 36,41
2026-01-22 13F O'Brien Wealth Partners LLC 1.291 333
2026-04-16 13F McClarren Financial Advisors, Inc. 55.739 0,16 14.599 3,28
2026-04-17 13F Defined Wealth Management, Llc 5.386 0,96 1.411 2,47
2026-04-30 13F Relyea Zuckerberg Hanson LLC 1.783 0,06 467 1,74
2026-04-10 13F Baker Tilly Financial, Llc 1.915 7,28 502 8,91
2026-04-24 13F Goldstone Financial Group, LLC 16.211 4.246
2026-05-15 13F Peapack Gladstone Financial Corp 408.014 0,18 107 0,95
2026-04-30 13F North Capital, Inc. 3.729 0,38 977 1,88
2026-05-11 13F Beacon Capital Management, LLC 1.509 2,58 395 4,22
2026-05-12 13F Frisco Financial Planning LLC 54.623 0,56 14.307 2,11
2026-05-06 13F Elyxium Wealth, LLC 3.137 0,26 822 1,73
2026-05-06 13F Spartan Wealth Advisory Services LLC 11.944 3.128
2026-05-06 13F Ascent Wealth Partners, LLC 53.150 13.921
2026-05-04 13F Sigma Planning Corp 34.252 45,90 8.971 48,16
2026-05-14 13F Bank Of Hawaii 110.356 0,14 28.904 1,68
2026-04-29 13F Global Strategic Investment Solutions, LLC 5.241 0,19 1.373 1,70
2026-05-07 13F Arsenal Capital Advisors LLC 851 223
2026-05-29 13F Keel Point, LLC 5.874 2,69 1.539 4,27
2026-05-01 13F Spectrum Financial Alliance Ltd LLC 45.501 0,69 11.918 2,24
2026-05-13 13F O'shaughnessy Asset Management, Llc 73.594 7,08 19.276 8,73
2026-05-06 13F IMA Wealth, Inc. 1.185 3,22 310 4,73
2026-04-23 13F Investment Planning Advisors, Inc. 1.643 3,33 430 4,88
2026-05-05 13F Beaumont Financial Advisors, LLC 8.657 4,06 2.268 5,69
2026-04-09 13F TruWealth Advisors, LLC 1.505 0,07 394 1,55
2026-05-13 13F Lloyd Advisory Services, LLC. 114 16,33 30 16,00
2026-04-23 13F Mayflower Financial Advisors, LLC 3.351 0,03 878 1,50
2026-05-06 13F 71 West Capital Partners 4.074 21,18 1.067 23,07
2026-01-30 13F BancorpSouth Bank 89.357 6,44 23.050 7,98
2026-04-08 13F Hummer Financial Advisory Services Inc 11.767 1,51 3.082 3,08
2026-05-01 13F Associated Banc-corp 133.084 12,71 34.857 14,44
2026-04-27 13F HB Wealth Management, LLC 91.104 5,95 23.862 7,57
2026-04-07 13F Central Pacific Bank - Trust Division 57 15
2026-04-24 13F Squire Investment Management Company, LLC 14.448 16,16 3.784 17,96
2026-04-08 13F Roberts Wealth Advisors, LLC 51.214 4,10 13.414 5,70
2026-04-13 13F True Wealth Design, LLC 882 231
2026-04-29 13F IAG Wealth Partners, LLC 1.477 0,54 387 2,12
2026-05-12 13F Colonial Trust Co / SC 7.113 21,97 1.863 23,87
2026-05-05 13F Tortoise Investment Management, LLC 13.717 3,81 3.593 5,40
2026-05-15 13F Prosperitas Financial LLC 1.981 66,47 519 69,28
2026-04-23 13F Northstar Asset Management Llc 43.621 2,01 11.425 3,58
2026-05-08 13F Evergreen Wealth Partners LLC 1.558 0,32 408 2,00
2026-04-28 13F Nvest Financial, LLC 8.912 504,61 2.334 514,21
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 87.707 3,55 22.972 5,15
2026-05-14 13F Zacks Investment Management 3.702 6,62 970 8,27
2026-04-27 13F Hunter Associates Investment Management Llc 7.397 0,58 2 0,00
2026-05-15 13F Toroso Investments, LLC Put 22.800 3,17 5.972 4,75
2026-05-08 13F Vanguard Advisers Inc 115.543 30.263
2026-05-11 13F Chilton Capital Management Llc 41.763 14,19 10.939 15,95
2026-05-15 13F Toroso Investments, LLC Call 22.800 3,17 5.972 4,75
2026-05-13 13F IF Advisors, LLC 17.518 1,11 4.588 2,66
2026-04-09 13F Secure Asset Management, LLC 6.078 67,53 1.592 70,16
2026-04-21 13F Wise Wealth Partners 812 213
2026-04-16 13F Kavar Capital Partners Group, Llc 2.448 0,04 641 1,58
2026-05-08 13F Pnc Financial Services Group, Inc. 1.962.918 1,03 514.127 2,58
2026-04-28 13F Powerhouse Assets LLC 2.335 0,04 611 1,50
2026-05-12 13F Athena Investment Management 3.581 22,72 938 24,60
2026-04-15 13F Activest Wealth Management 26 333,33 7 500,00
2026-04-30 13F Indivisible Partners 15.745 9,10 4.122 10,72
2026-04-20 13F Kearns & Associates LLC 39.066 0,10 10.232 1,64
2026-04-08 13F Canandaigua National Corp 46.569 12.197
2026-05-18 13F Graney & King, LLC 4.651 8,19 1.218 9,93
2026-04-15 13F Wolff Financial Management Llc 123.376 2,45 32.315 4,03
2026-05-05 13F Bank of New York Mellon Corp 1.940.971 11,85 508.379 13,58
2026-05-15 13F Osbon Capital Management Llc 13.353 38,02 3.497 40,16
2026-04-29 13F Montag A & Associates Inc 88.378 1,75 23.148 3,32
2026-05-08 13F Zions Bancorporation, National Association /ut/ 3.335 12,55 874 14,27
2026-04-17 13F Discipline Wealth Solutions, LLC 133.155 218,96 34.876 223,89
2026-04-24 13F United Community Bank 958 3,68 251 5,04
2026-04-20 13F Lord & Richards Wealth Management, LLC 7.780 3,25 2.038 4,84
2026-04-17 13F Charter Trust Co 2.146 16,82 562 18,82
2026-05-13 13F D L Carlson Investment Group Inc 774 203
2026-05-14 13F Bernard Wealth Management Corp. 58 625,00 15 650,00
2026-04-17 13F Signal Advisors Wealth, LLC 65.255 64,62 17.091 67,15
2026-04-22 13F Spirepoint Private Client, Llc 3.257 34,31 853 36,48
2026-05-08 13F King Luther Capital Management Corp 503 0,40
2026-05-12 13F Matters Capital Llc 1.570 411
2026-04-21 13F Financial Planning Hawaii, Inc. 7.989 4,60 2.092 6,19
2026-04-08 13F Arlington Trust Co LLC 1.193 1.225,56 312 1.256,52
2026-04-23 13F Farmers & Merchants Investments Inc 14.578 2,69 3.818 4,29
2026-05-13 13F American Investment Services, Inc. 25.368 1,65 6.645 3,22
2026-05-01 13F Bensler, LLC 1.537 37,35 403 39,58
2026-04-27 13F PFG Investments, LLC 8.776 5,59 2.299 7,23
2026-05-01 13F Innovative Wealth Building LLC 3.914 1,53 1.025 3,12
2026-04-30 13F Millstone Evans Group, LLC 1.624 7,84 425 9,54
2026-05-05 13F Thayer Partners, LLC / MA 2.484 1,31 651 2,85
2026-05-14 13F 3 Factor Indexing, Llc 946 248
2026-04-27 13F Revisor Wealth Management LLC 6.368 8,97 1.668 5,17
2026-05-11 13F/A GFS Advisors, LLC 21.325 0,71 5.585 2,25
2026-05-15 13F Ameriflex Group, Inc. 2.091 9,76 548 11,41
2026-05-06 13F Dunhill Financial, LLC 63.623 10,88 16.664 13,67
2026-05-07 13F Meeder Advisory Services, Inc. 27.161 2,47 7.114 4,04
2026-05-15 13F Evelyn Partners Asset Management Ltd 1.047 274
2026-05-11 13F F/M Investments LLC 911 239
2026-05-14 13F Cito Capital Group, LLC 1.000 0
2026-04-29 13F Waters Parkerson & Co., Llc 10.206 14,34 2.673 16,12
2026-05-05 13F Fusion Family Wealth LLC 441.733 2,79 115.699 4,37
2026-05-15 13F Summit Financial, LLC 110.082 12,06 28.833 13,79
2026-04-27 13F Mustard Seed Financial, LLC 5.740 6,30 1.503 7,97
2026-04-15 13F Curran Financial Partners, LLC 96.187 11,18 25.193 12,90
2026-04-22 13F Foundation Wealth Management, LLC\PA 1.351 8,51 354 9,97
2026-04-24 13F Vision Capital Management, Inc. 1.851 0,22 485 1,68
2026-05-11 13F Fortis Capital Management LLC 3.575 0,08 936 1,63
2026-05-05 13F Sandy Cove Advisors, LLC 33.345 0,51 8.734 2,04
2026-05-05 13F BlueChip Wealth Advisors LLC 1.290 338
2026-04-07 13F First Financial Corp /in/ 19.392 1,35 5.079 2,92
2026-04-10 13F Rede Wealth, LLC 1.978 5,05 518 6,80
2026-05-14 13F CIBC World Markets Inc. 6.931 2,61 1.815 4,19
2026-05-15 13F Headinvest, Llc 22.121 0,15 5.794 1,69
2026-05-01 13F Silver Oak Advisory Group, Inc. 1.784 0,06 0
2026-05-07 13F Amara Financial, Llc. 5.547 0,33 1.453 1,82
2026-05-14 13F Catalytic Wealth RIA, LLC 7.661 8,67 2.006 10,34
2026-04-22 13F Matrix Asset Advisors Inc/ny 1.149 0,09 301 1,35
2026-05-20 13F Hobbs Group Advisors, LLC 972 255
2026-05-15 13F Aqr Capital Management Llc 108.081 15,26 28.309 17,04
2026-04-08 13F Wisconsin Wealth Advisors, LLC 6.268 4,76 1.642 6,35
2026-02-18 13F Financial Advisory Service, Inc. 2.460 2,29 634 3,76
2026-04-22 13F M3 Advisory Group, LLC 4.978 5,51 1.304 7,15
2026-05-05 13F UBS Group AG 4.408.647 12,58 1.154.713 14,31
2026-04-20 13F LVW Advisors, LLC 1.389 2,81 364 4,31
2026-04-16 13F Ballast Rock Private Wealth LLC 2.983 20,19 781 22,03
2026-04-20 13F Jfs Wealth Advisors, Llc 11.138 2,42 2.917 3,99
2026-05-13 13F Cove Private Wealth, LLC 15.980 27,67 4.185 29,65
2026-04-20 13F Columbia Asset Management 16.871 19,94 4.419 21,78
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.913 0,97 763 2,42
2026-02-05 13F Center for Financial Planning, Inc. 255.199 0,59 65.829 2,05
2026-05-14 13F White Lighthouse Investment Management Inc. 26.925 9,52 7.052 11,21
2026-04-10 13F RTD Financial Advisors, Inc. 22.161 1,15 5.804 2,71
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 1.341 0,15 351 1,74
2026-05-13 13F Geometric Wealth Advisors 3.938 2,63 1.031 4,25
2026-05-15 13F Cerity Partners LLC 863.565 12,04 227.055 14,19
2026-05-05 13F Keyvantage Wealth, Llc 20.137 2,07 5.274 3,64
2026-04-23 13F Arbor Wealth Advisors LLC 50.376 0,01 13.195 1,55
2026-04-02 13F Noble Wealth Management PBC 8.160 0,33 2.137 1,91
2026-06-01 13F Dala Group, LLC 3.630 951
2026-05-13 13F Fund Advisors of America Inc/FL 2.781 0,18 728 1,68
2026-04-21 13F HCR Wealth Advisors 6.330 0,03 1.658 1,53
2026-04-27 13F Victory Financial Group, Llc 2.864 101,26 750 104,92
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 27.097 476,29 7.097 485,56
2026-04-21 13F Waterway Wealth Management, LLC 864 226
2026-05-04 13F Geneos Wealth Management Inc. 6.357 16,51 1.665 18,34
2026-04-14 13F Compton Wealth Advisory Group, LLC 77.948 1,07 20.532 3,21
2026-05-08 13F Tandem Financial, LLC 12.307 3.223
2026-04-27 13F Evolution Wealth Management Inc. 543 22,85 142 24,56
2026-05-12 13F Oakmont Advisory Group, LLC 3.322 25,50 870 27,57
2026-04-08 13F Capital Advisors Wealth Management, LLC 42.381 61,63 11.100 64,13
2026-04-22 13F Clear Creek Financial Management, LLC 8.750 40,34 2.292 42,48
2026-05-15 13F Evergreen Wealth Solutions, LLC 4.046 1.060
2026-05-11 13F Sittner & Nelson, Llc 446 316,82 117 300,00
2026-05-13 13F/A Quadrant Capital Group Llc 6.145 16,56 1.609 18,40
2026-01-14 13F ORG Partners LLC 549 198,37 142 206,52
2026-04-15 13F Steinberganna Wealth Management 1.046 6,19 274 7,87
2026-04-20 13F Fiduciary Alliance LLC 5.208 8,16 1.449 16,67
2026-04-13 13F Thayer Financial, L.L.C. 19.621 4,94 5.139 6,55
2026-05-12 13F Kingsview Wealth Management, LLC 17.383 14,01 4.553 15,77
2026-04-20 13F Naples Global Advisors, Llc 4.052 0,60 1.061 2,12
2026-05-08 13F Marshall Investment Management, Llc 309 81
2026-05-06 13F Wall Street Financial Group, Inc. 65 17
2026-01-29 13F Vanguard Group Inc 643.588 4,44 166.014 5,95
2026-05-05 13F Harmony Asset Management Llc 4.712 4,55 1.234 6,20
2026-02-17 13F Glenmede Trust Co Na 890.268 3,75 229.645 20,69
2026-05-11 13F Commerce Bank 35.006 54,82 9.169 57,20
2026-04-30 13F Titleist Asset Management, Llc 35.076 12,66 9.187 14,41
2026-05-14 13F Ballast Financial Advisors LLC 3.438 7,17 901 8,83
2026-05-04 13F V2 Financial group LLC 3.614 5,89 947 7,50
2026-04-21 13F Pallas Capital Advisors LLC 5.710 189,99 1.496 194,87
2026-04-29 13F Proactive Wealth Strategies LLC 1.432 375
2026-05-12 13F Stokes Family Office, LLC 1.145 6,81 300 8,33
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 502 0,20 131 1,55
2026-05-11 13F HBK Sorce Advisory LLC 1.492 1,70 430 5,67
2026-04-02 13F Crumly & Associates Inc. 1.025 5,67 268 7,20
2026-04-27 13F Denver Wealth Management, Inc. 1.293 339
2026-04-09 13F Park Place Capital Corp 8 2
2026-04-09 13F Key Client Fiduciary Advisors, LLC 798 209
2026-05-15 13F Squarepoint Ops LLC 1.070 280
2026-04-30 13F Kestra Advisory Services, LLC 279.931 33,29 73.320 35,34
2026-05-15 13F Mission Wealth Management, Lp 1.125.152 0,13 294.700 1,67
2026-02-18 13F Veratis Advisors, Inc. 1.537 424
2026-04-13 13F Shira Ridge Wealth Management 801 1,26 210 2,96
2026-05-01 13F Hohimer Wealth Management, Llc 9.427 2.469
2026-05-04 13F New Wave Wealth Advisors Llc 3.222 4,51 844 6,04
2026-05-01 13F American Trust 188.242 1,54 49.304 3,10
2026-05-13 13F Ankerstar Wealth, LLC 9 2
2026-01-16 13F Oldfather Financial Services, LLC 32.013 0,09 8.258 1,54
2026-04-13 13F John W. Brooker & Co., CPAs 4.807 127,39 1.259 131,01
2026-04-16 13F Ironwood Financial, llc 7.353 2,21 1.926 -1,69
2026-04-29 13F Brighton Securities Corp. 10.069 4,06 2.637 5,69
2026-05-15 13F Silvercrest Asset Management Group Llc 7.464 16,19 1.955 17,92
2026-05-07 13F Avidian Wealth Solutions, LLC 2.997 7,15 785 8,74
2026-04-20 13F First Bancorp, Inc /ME/ 31.647 2,35 8.289 3,92
2026-04-09 13F Diversified Management Inc 2.865 0,14 750 1,63
2026-04-21 13F Merkkuri Wealth Advisors LLC 10 3
2026-04-07 13F Anderson Hoagland & Co 7.373 0,57 1.931 2,12
2026-05-15 13F Westwood Holdings Group Inc 30.385 0,97 7.958 2,53
2026-05-04 13F Lifeworks Advisors, LLC 1.750 2,40 458 4,09
2026-05-11 13F Empirical Asset Management, LLC 2.933 0,10 211 1,94
2026-05-13 13F Gibbs Wealth Management 974 255
2026-04-24 13F Smithbridge Asset Management Inc/de 8.143 2.133
2026-04-29 13F SAM Advisors, LLC 73.572 1,39 19.270 2,95
2026-04-08 13F Winter & Associates, Inc. 12.630 40,12 3.353 44,22
2026-05-08 13F Smithfield Trust Co 258.672 1,67 68 3,08
2026-05-05 13F Regions Financial Corp 174.447 3,81 45.691 5,40
2026-05-15 13F Beacon Pointe Advisors, LLC 160.136 9,31 41.943 10,99
2026-04-09 13F DHJJ Financial Advisors, Ltd. 821 1,11 215 2,87
2026-05-29 13F Krane Financial Solutions LLC 35.096 9.192
2026-04-22 13F Coastal Investment Advisors, Inc. 387 0,26 101 2,02
2026-04-20 13F First American Bank 9.994 22,54 2.618 24,44
2026-04-21 13F Mayport, Llc 16.539 3,46 4.332 5,04
2026-04-28 13F Cordoba Advisory Partners LLC 17.601 3,27 4.626 4,90
2026-04-16 13F BridgePort Financial Solutions, LLC 18.515 4,16 4.849 5,78
2026-05-07 13F Jefferies Financial Group Inc. 1.576 413
2026-04-28 13F Kingswood Wealth Advisors, Llc 43.816 28,96 11.476 30,94
2026-05-11 13F McCartney Wealth Management LLC 919 0,22 241 1,69
2026-05-04 13F Texas Yale Capital Corp. 31.052 4,86 8.133 6,48
2026-05-15 13F Mercer Global Advisors Inc /adv 3.328.890 4,19 871.903 5,79
2026-04-30 13F Selective Wealth Management, Inc. 1.529 23,61 427 24,93
2026-05-11 13F Rinkey Investments 31.727 2,97 8.310 4,54
2026-05-14 13F Rockefeller Capital Management L.P. 459.424 3,72 120.333 5,32
2026-05-13 13F Protective Life Corp 492 129
2026-05-07 13F MidAtlantic Capital Management, Inc. 8.069 0,79 2.113 2,32
2026-05-01 13F Kaizen Financial Strategies 2.148 50,74 600 63,49
2026-05-04 13F Optima Capital Llc 1.094 17,13 287 19,17
2026-04-20 13F Cottage Street Advisors LLC 895 0,22 234 1,74
2026-04-15 13F Code Waechter LLC 42.027 10,71 11.008 12,41
2026-05-06 13F Advisortrust Partners, Llc 53 14
2026-05-04 13F Objective Capital Management, LLC 12.737 0,02 3.336 1,52
2026-04-20 13F City State Bank 10.406 4,98 2.726 6,61
2026-04-28 13F Southern Michigan Bank & Trust 802 210
2026-04-14 13F Vestia Personal Wealth Advisors 1.881 0,64 493 -4,84
2026-04-21 13F Highland Financial Advisors, LLC 804 211
2026-05-01 13F Financial Advisory Partners, Llc 16.625 7,27 4.354 8,93
2026-05-28 13F Cozad Asset Management Inc 31.304 0,04 8.199 1,59
2026-05-13 13F Freestone Capital Holdings, LLC 21.087 10,16 5.523 11,87
2026-05-12 13F CBIZ Investment Advisory Services, LLC 476.205 259,48 124.728 265,02
2026-04-23 13F NewCorp Financial Services, Inc. 23.623 2,10 6.187 3,67
2026-05-15 13F Quest Investment Management Llc 24.735 18,06 6.479 19,87
2026-04-21 13F Tritonpoint Wealth, Llc 12.717 8,06 3.331 9,72
2026-05-11 13F Brooklyn FI, LLC 40.246 3,21 10.541 4,80
2026-04-20 13F Foster Victor Wealth Advisors, LLC 1.165 6,49 324 7,64
2026-04-08 13F WealthCare Investment Partners, LLC 2.118 0,28 564 1,99
2026-04-28 13F Novus Advisors, Llc 943 0,21 247 1,65
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 163.687 3,40 42.873 4,99
2026-05-13 13F Cetera Investment Advisers 1.230.968 5,36 322.415 6,99
2026-04-20 13F Tranquility Partners, LLC 6.048 5,92 1.584 7,61
2026-05-14 13F Ballentine Partners, LLC 52.702 11,89 13.804 13,61
2026-04-27 13F GDS Wealth Management 1.471 26,48 385 28,76
2026-04-08 13F Stonebridge Financial Group, LLC 1.439 0,07 377 1,62
2026-05-07 13F Carl P. Sherr & Co., LLC 6.540 3,07 1.713 0,00
2026-04-23 13F Forum Financial Management, LP 1.628 37,50 426 39,67
2026-04-08 13F Asempa Wealth Advisors 5.169 0,27 1.361 2,41
2026-04-22 13F Paul Damon & Associates, Inc. 14.649 17,36 3.837 19,17
2026-04-21 13F RCS Financial Planning, LLC 2.137 11,19 560 12,93
2026-04-17 13F Legacy Wealth Partners, LLC 39.004 4,25 10.216 5,87
2026-05-04 13F Calamos Wealth Management LLC 18.022 0,94 4.720 2,50
2026-04-22 13F Financial Futures Ltd Liability Co. 38.056 4,96 9.968 6,58
2026-04-21 13F Bennett Selby Investments Lp 792 0,38 207 1,97
2026-05-06 13F Heartland Bank & Trust Co 783 205
2026-05-14 13F Nicolet Bankshares Inc 51.226 688,33 13.468 703,52
2026-05-15 13F Huntington National Bank 93.289 31.055 200,79
2026-05-08 13F Evolution Wealth Advisors, LLC 36.847 1,72 9.651 3,29
2026-05-14 13F HighPoint Advisor Group LLC 12.423 3,34 3.254 4,94
2026-04-28 13F Integrated Advisors Network LLC 21.856 3,35 5.725 4,95
2026-05-06 13F Astra Wealth Partners LLC 2.660 27,33 697 29,37
2026-04-29 13F Nicholas Hoffman & Company, LLC. 754.676 0,89 197.665 2,45
2026-04-14 13F Southland Equity Partners LLC 3.376 2,93 884 4,49
2026-05-14 13F Advisory Alpha, LLC 2.421 6,00 634 7,64
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.964 0,29 1.824 1,84
2026-04-22 13F Benchmark Financial, LLC 1.080 283
2026-04-29 13F Harbour Capital Advisors, LLC 721 205
2026-04-23 13F Vista Investment Partners Ii, Llc 3.522 30,88 922 32,85
2026-04-10 13F Level Financial Advisors, Inc. 9.503 13,10 2.489 14,86
2026-04-15 13F Howard Capital Management Group, LLC 110.269 3,24 28.882 4,83
2026-04-24 13F Twin City Private Wealth, Llc 860 7,63 225 9,22
2026-04-28 13F Argonautica Private Wealth Management, Inc 9.436 2,33 2.471 3,91
2026-05-13 13F Brinker Capital Investments, LLC 120.685 3,44 31.610 5,03
2026-04-24 13F Charter Oak Capital Management, LLC 4.443 14,51 1.164 16,30
2026-05-08 13F Rik Saylor Financial, Inc. 1.813 0,11 475 1,50
2026-04-22 13F Jim Saulnier & Associates, Llc 2.090 33,04 547 35,06
2026-04-22 13F Rainey & Randall Investment Management Inc. 71.747 4,86 18.792 6,48
2026-04-27 13F Mount Yale Investment Advisors, LLC 15.883 69,44 4.160 72,04
2026-04-20 13F First PREMIER Bank 28.009 5,31 7 16,67
2026-04-24 13F Wealth Care LLC 2.110 553
2026-05-14 13F VestGen Advisors, LLC 73.013 107,67 20.906 130,51
2026-04-14 13F American State Bank (Iowa) 1.024 11,18 268 13,08
2026-05-13 13F Ingalls & Snyder Llc 816 0
2026-04-08 13F Lpwm Llc 2.523 7,18 661 8,73
2026-04-13 13F Advocate Group Llc 8.102 8,01 2.122 9,72
2026-05-15 13F Signal Tree Financial Partners Llc 26.226 9,27 6.869 10,95
2026-04-28 13F Meridian Investment Counsel Inc. 6.611 3,35 1.732 4,91
2026-05-14 13F Smith Asset Management Co., LLC 3.255 4,70 853 6,37
2026-05-01 13F Osprey Private Wealth LLC 1.858 67,69 487 70,53
2026-04-22 13F Pinnacle Bancorp, Inc. 2.675 8,70 701 10,41
2026-04-24 13F BetterWealth, LLC 1.230 322
2026-04-10 13F Cooke Wealth Management, LLC 18.520 2,77 4.851 -1,44
2026-05-28 13F Lavelle Capital Lp 6.451 0,08 1.690 1,62
2026-05-15 13F Smartleaf Asset Management LLC 39.554 16,28 10.040 13,32
2026-05-08 13F Bokf, Na 42.356 19,30 11.094 21,13
2026-05-14 13F Baird Financial Group, Inc. 810.773 4,13 212.358 5,74
2026-04-08 13F Aurelius Family Office LLC 23.464 1,82 6.146 0,66
2026-05-05 13F Midwestern Financial, LLC /IA 1.831 0,38 480 1,91
2026-05-13 13F Owl Creek Wealth Partners LLC 13.998 3.666
2026-04-16 13F Stanley-Laman Group, Ltd. 2.036 533
2026-05-08 13F HORAN Wealth, LLC 3.624 103,82 935 104,15
2026-05-12 13F Moneta Group Investment Advisors Llc 509.817 0,59 133.531 2,14
2026-04-15 13F Websterrogers Financial Advisors, Llc 2.796 6,92 732 8,61
2026-05-06 13F Gryphon Financial Partners LLC 7.626 3,54 1.997 5,16
2026-05-15 13F Pursuit Wealth Strategies, Llc 63 36,96 17 45,45
2026-04-29 13F TriaGen Wealth Management LLC 37.101 0,26 9.718 1,80
2026-05-01 13F Northcape Wealth Management, Llc 1.137 0,98 298 2,41
2026-04-20 13F Eagle Strategies LLC 2.632 1,46 689 2,99
2026-04-13 13F Gill Capital Partners, Llc 29.373 1,96 7.693 3,54
2026-05-08 13F Urban Financial Advisory Corp 2.060 15,08 540 16,92
2026-04-15 13F Meridian Financial Partners LLC 2.270 41,88 603 36,20
2026-05-04 13F Westside Investment Management, Inc. 10.760 1,99 2.823 3,52
2026-04-20 13F Tower View Investment Management & Research LLC 157 0,64 41 2,50
2026-04-17 13F Certified Advisory Corp 24.656 3,91 6.458 5,51
2026-04-21 13F Armbruster Capital Management, Inc. 4.249 0,59 1.113 2,11
2026-05-11 13F Per Stirling Capital Management, LLC. 1.801 25,24 472 27,30
2026-05-12 13F Circle Wealth Management, LLC 117.586 34,25 30.798 36,32
2026-04-21 13F Creekside Partners 28.226 1,14 7.393 2,71
2026-04-28 13F Nbt Bank N A /ny 1.971 1,76 516 -5,32
2026-04-24 13F Essex Financial Services, Inc. 26.921 6,58 7.051 8,23
2026-05-13 13F Choate Investment Advisors 10.744 135,98 2.814 139,61
2026-05-14 13F Betterment LLC 230.828 0,70 60 1,69
2026-05-05 13F Capital Investment Advisory Services, LLC 3.575 0,25 936 1,85
2026-04-20 13F GSB Wealth Management, LLC 1.299 0,39 340 2,10
2026-04-15 13F Wealthcare Capital Management Llc 893 234
2026-04-22 13F Parcion Private Wealth LLC 2.069 542
2026-04-07 13F Farther Finance Advisors, LLC 50.100 13,05 13.197 15,45
2026-05-01 13F Sovran Advisors, LLC 6.657 7,81 1.893 11,22
2026-04-10 13F Field & Main Bank 36.399 0,18 9.534 1,72
2026-04-21 13F Sims Investment Management, Llc 1.036 0,29 271 1,88
2026-05-05 13F Sanctuary Advisors, LLC 165.610 0,43 43.377 1,97
2026-05-07 13F Sage Financial Group Inc 53.701 1,00 14.065 2,56
2026-05-13 13F Mariner, LLC 2.215.685 12,70 580.325 14,43
2026-05-05 13F GuidedMoney, LLC 5.731 0,46 1.501 2,04
2026-05-07 13F JMG Financial Group, Ltd. 20.355 2,90 5.331 4,49
2026-04-21 13F First United Bank Trust/ 23.257 42,31 6.091 44,51
2026-05-04 13F Envestnet Asset Management Inc 3.535.022 8,94 925.893 10,62
2026-05-12 13F Thoroughbred Financial Services, Llc 16.680 1,12 4 0,00
2026-04-17 13F Fifth Third Wealth Advisors LLC 24.985 0,97 6.544 2,54
2026-04-20 13F Strong Retirement Solutions LLC 866 227
2026-04-20 13F Penobscot Wealth Management 2.334 1,48 611 3,04
2026-04-15 13F Scott Capital Advisors, LLC 135.454 0,46 36.858 5,97
2026-04-16 13F Brookstone Capital Management 122.115 4,67 31.984 6,28
2026-05-13 13F 49 Wealth Management, Llc 1.673 0,18 438 1,86
2026-05-12 13F Tower Bridge Advisors 7.683 2.012
2026-04-22 13F Beacon Financial Planning, Inc 35.091 25,82 9.191 27,78
2026-04-30 13F Graetz Wealth LLC 5.544 0,33 1.452 1,89
2026-04-22 13F Churchill Financial Advisors, LLC 2.396 1,40 628 2,96
2026-04-13 13F Cyndeo Wealth Partners, LLC 96.958 4,68 25.395 6,30
2026-05-01 13F MY Wealth Management Inc. 17.081 0,17 3.788 -13,89
2026-04-23 13F Accurate Wealth Management, LLC 764 208
2026-04-16 13F Capstone Wealth Management Group LLC 5.899 8,02 1.545 9,73
2026-04-16 13F Park National Corp /oh/ 7.571 62,26 1.983 64,75
2026-04-29 13F Cambridge Capital Management, Llc 26.320 9,97 6.894 11,66
2026-05-21 13F Vestor Capital, Llc 838 147,93 0
2026-04-21 13F Claro Advisors LLC 18.800 2,95 4.924 4,54
2026-05-18 13F Arkadios Wealth Advisors 18.887 5,90 4.947 7,52
2026-05-04 13F Hibernia Wealth Partners, LLC 4.595 10,30 1.204 11,91
2026-04-24 13F My Purposeful Wealth Corp. 2.116 13,52 554 15,42
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 7.934 2.078
2026-04-20 13F Apella Capital, LLC 142.227 0,94 40.488 11,39
2026-04-21 13F Mesirow Financial Investment Management, Inc. 28.196 13,90 7.385 15,64
2026-04-24 13F Zwj Investment Counsel Inc 1.428 0,14 374 1,63
2026-04-30 13F Verdence Capital Advisors LLC 4.683 25,65 1.227 27,58
2026-05-13 13F Fortress Private Ledger, Llc 2.355 25,00 617 27,01
2026-01-29 13F Comerica Bank 358.110 0,28 92.375 1,73
2026-05-13 13F Truvestments Capital Llc 2.948 2,79 772 4,47
2026-04-24 13F Stock Yards Bank & Trust Co 10.356 1,01 2.712 2,57
2026-04-13 13F Amplius Wealth Advisors, LLC 2.916 0,24 764 1,73
2026-04-29 13F Walker Financial Services, Inc. 986 0,31 258 1,98
2026-05-07 13F Pacific Sun Financial Corp 6.494 0,25 1.701 1,74
2026-05-08 13F Horizon Family Wealth, Inc. 12.732 0,43 3.335 1,99
2026-04-23 13F Ellenbecker Investment Group 207.305 2,83 54.297 4,41
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 1.754 33,79 459 35,80
2026-04-06 13F Highline Wealth Partners Llc 9.197 32,25 2.409 34,30
2026-04-13 13F Lake Street Financial Llc 6.976 2,27 1.827 3,87
2026-05-18 13F Wilson & Boucher Capital Management, LLC 19.397 0,13 5.081 1,66
2026-04-15 13F Parsons Capital Management Inc/ri 10.123 4,88 2.651 6,51
2026-05-15 13F TRUE Private Wealth Advisors 1.001 262
2026-05-11 13F Integrity Alliance, Llc. 8.220 19,72 2.153 21,57
2026-05-06 13F Simon Quick Advisors, Llc 86.104 8,23 22.552 9,90
2026-05-15 13F Blueprint Investment Partners LLC 15.934 2,46 4.173 4,04
2026-05-19 13F McIlrath & Eck, LLC 72.618 4,40 19.020 6,01
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 11.196 1,14 2.933 2,70
2026-04-28 13F Cohen Investment Advisors LLC 4.852 8,45 1.271 10,05
2026-04-23 13F Cornerstone Wealth Management, LLC 20.419 3,71 5.348 5,32
2026-04-27 13F Baer Investment Advisory LLC 2.864 750
2026-05-13 13F Ameritas Investment Partners, Inc. 13.117 0,22 3.436 1,75
2026-04-29 13F First Interstate Bank 4.757 1,28 1.246 2,81
2026-04-13 13F Enclave Advisors LLC 785 0,38 205 1,99
2026-05-14 13F Vident Advisory, LLC 2.079 9,31 545 11,02
2026-05-08 13F Schrum Private Wealth Management LLC 6.068 2,05 1.590 3,65
2026-05-15 13F Integrated Wealth Concepts LLC 112.000 52,46 29.335 54,81
2026-04-28 13F Altfest L J & Co Inc 1.132 296
2026-05-01 13F Granite Bay Wealth Management, LLC 1.942 54,86 509 57,28
2026-05-15 13F Gateway Wealth Partners, LLC 50.797 4.237,92 13.305 4.305,30
2026-05-15 13F TCG Advisory Services, LLC 8.041 99,13 2.106 102,31
2026-04-09 13F Noble Family Wealth, LLC 82.179 4,13 21.524 5,73
2026-04-09 13F Baron Financial Group, LLC 11.550 2,47 3.025 4,06
2026-04-30 13F Nuveen, LLC 91.205 12,49 23.888 14,22
2026-04-24 13F Brown Financial Advisory 141.352 13,99 37.023 15,74
2026-05-04 13F Greenspring Advisors, LLC 1.514 2,64 397 4,21
2026-05-05 13F Dahring | Cusmano Llc 1.761 0,40 461 1,99
2026-05-08 13F Coldstream Capital Management Inc 320.036 2,15 83.824 3,72
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 172.797 0,28 45.259 1,82
2026-05-14 13F Sloy Dahl & Holst, LLC 1.507 9,52 395 11,30
2026-04-22 13F Harbor Asset Planning, Inc. 1.341 0,30 351 1,74
2026-04-08 13F Evanson Asset Management, LLC 16.670 3,12 4.366 4,73
2026-04-22 13F BluePath Capital Management, LLC 2.102 55,01 550 57,59
2026-05-14 13F Frederick Financial Consultants, LLC 802 210
2026-05-14 13F Gamco Investors, Inc. Et Al 33.330 29,12 8.730 31,11
2026-05-15 13F/A Spears Abacus Advisors LLC 3.429 14,91 898 16,78
2026-04-15 13F City Holding Co 2.121 0,14 556 1,65
2026-05-15 13F Df Dent & Co Inc 1.562 3,44 409 5,14
2026-04-23 13F Fairway Wealth LLC 9.919 3,95 2.598 5,53
2026-05-01 13F FDx Advisors, Inc. 8.004 0,83 2 0,00
2026-04-21 13F J2 Capital Management Inc 2.980 5,79 781 7,44
2026-04-28 13F Canvas Wealth Advisors, LLC 11.920 0,40 3.122 1,96
2026-05-07 13F Oak Harbor Wealth Partners, Llc 3.884 50,43 1.017 52,70
2026-04-17 13F Atlas Brown,Inc. 2.057 78,87 539 81,76
2026-04-23 13F Embree Financial Group 7.447 0,22 1.950 1,77
2026-05-11 13F Ashton Thomas Private Wealth, LLC 49.679 2,70 13.012 4,28
2026-04-13 13F Gibraltar Capital Management, Inc. 280.039 0,47 73.348 2,02
2026-04-17 13F Guyasuta Investment Advisors Inc 3.440 7,50 901 9,09
2026-04-29 13F Cary Street Partner Investment Advisory Llc 10.314 21,44 2.702 23,33
2026-05-11 13F Legacy Edge Advisors, LLC 9.939 1,74 2.603 3,33
2026-05-06 13F Fort Sheridan Advisors Llc 1.594 418
2026-04-22 13F Integrated Wealth Management 2.574 16,31 674 18,25
2026-05-13 13F Davis R M Inc 607.527 3,14 159.123 4,72
2026-04-16 13F Diversified Trust Co 11.445 7,62 2.998 9,26
2026-05-08 13F Truepoint, Inc. 2.592 0,70 679 2,26
2026-04-22 13F SC&H Financial Advisors, Inc. 4.874 0,14 1.276 1,67
2026-02-13 13F Nicolet Advisory Services, Llc 50.012 23,19 13.614 31,13
2026-05-08 13F Vanguard Global Advisers, LLC 555.448 145.483
2026-04-28 13F DGS Capital Management, LLC 1.744 1,40 457 2,93
2026-04-16 13F Clark Asset Management, LLC 165.053 7,72 43.231 9,38
2026-05-05 13F Bluedoor Private Wealth, Llc 937 245
2026-05-07 13F Hollencrest Capital Management 1.131 365,43 296 377,42
2026-04-24 13F Clarity Wealth Advisors, LLC 55.103 7,14 14.433 8,79
2026-04-28 13F Golden State Equity Partners 4.515 1.183
2026-02-13 13F Sei Investments Co 25.974 40,96 6.700 42,99
2026-05-07 13F Authentikos Wealth Advisory, LLC 1.578 7,49 413 9,26
2026-05-07 13F Sagespring Wealth Partners, Llc 8.152 14,21 2.135 15,97
2026-04-16 13F Capital Investment Advisors, LLC 10.339 5,64 2.708 7,29
2026-04-21 13F Sequent Planning LLC 2.085 5,25 546 7,06
2026-05-11 13F Bannerstone Capital Management, LLC 1.155 0,35 302 2,03
2026-04-15 13F Sightline Wealth Advisors, LLC 6.951 3,07 1.821 4,66
2026-04-21 13F Laurel Oak Wealth Management, Llc 17.384 0,75 4.553 2,31
2026-05-12 13F Innovative Asset Advisors Group, LLC 452 822
2026-04-07 13F Eastern Bank 1.603 153,24 420 157,06
2026-05-12 13F Great Diamond Partners, LLC 1.542 5,11 404 6,61
2026-05-01 13F/A Lodestone Wealth Management LLC 1.945 0,05 509 1,60
2026-05-13 13F BlackRock, Inc. 367.802 3,46 96.335 5,05
2026-04-14 13F FC Advisory LLC 3.797 2,12 994 3,65
2026-05-01 13F DMKC Advisory Services, LLC 6.637 7,99 1.738 9,65
2026-04-13 13F Highland Capital Management, Llc 14.332 0,94 3.754 2,48
2026-04-07 13F Cooper Financial Group 5.394 18,55 1.413 20,38
2026-05-15 13F Carret Asset Management, Llc 2.190 0,09 574 1,60
2026-04-08 13F Post Resch Tallon Group Inc. 4.036 5,19 1.064 7,58
2026-04-30 13F Money Concepts Capital Corp 1.099 0,64 288 2,14
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 3.012 1,62 1
2026-04-23 13F Oppenheimer & Co Inc 52.847 5,70 13.842 7,33
2026-05-18 13F Strategic Investment Advisors / MI 75.521 5,10 19.785 6,72
2026-05-12 13F Holderness Investments Co 1.390 32,00 364 34,32
2026-05-13 13F ETF Portfolio Partners, Inc. 56.971 1,69 14.922 3,25
2026-04-13 13F Mather Group, Llc. 16.891 2,09 4.424 3,66
2026-05-05 13F Fisher Asset Management, LLC 4.281 16,21 1.121 18,00
2026-05-19 13F Silicon Valley Capital Partners 750 0,40 196 2,08
2026-04-27 13F Carter Financial Group, INC. 1.158 0,43 303 2,02
2026-04-23 13F Pathway Financial Advisers, LLC 927 243
2026-04-21 13F Encompass Wealth Advisors, Llc 10.789 0,37 2.826 1,91
2026-05-15 13F Transamerica Financial Advisors, Inc. 2.054 65,25 538 68,13
2026-04-20 13F Davis Investment Partners, LLC 1.148 0,26 301 0,33
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 215 0,47 56 1,82
2026-04-03 13F Global Wealth Strategies & Associates 1.663 341,11 436 348,45
2026-04-09 13F Allodium Investment Consultants, LLC 2.880 77,34 754 80,38
2026-04-22 13F Silver Coast Investments LLC 1.208 8,05 316 9,72
2026-05-14 13F Northern Trust Corp 132.857 1,50 34.798 3,07
2026-05-04 13F WJ Financial Advisors LLC 2.726 2,60 714 4,09
2026-04-28 13F PUREfi Wealth, LLC 775 203
2026-04-16 13F Tactive Advisors, LLC 3.112 0,35 815 1,88
2026-04-30 13F Madison Wealth Partners, Inc 3.590 26,77 940 28,77
2026-04-14 13F SNS Financial Group, LLC 1.064 279
2026-04-27 13F Symmetry Partners, LLC 1.104 289
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 15.825 0,92 4.145 2,47
2026-05-11 13F Brand Asset Management Group, Inc. 21.213 9,96 5.556 11,66
2026-05-14 13F Evoke Wealth, Llc 9.852 20,59 2.580 22,45
2026-05-07 13F Florida Financial Advisors, Llc 2.046 15,59 536 17,32
2026-05-12 13F Rsm Us Wealth Management Llc 204.738 11,27 53.625 11,89
2026-04-06 13F Private Client Services, Llc 23.997 11,27 6.285 12,98
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 13.440 0,02 3.520 1,59
2026-05-15 13F Van Eck Associates Corp 35 6,06 0
2026-05-15 13F Chilton Investment Co Llc 13.774 3.608
2026-04-08 13F Orrstown Financial Services Inc 14.217 4,85 3.724 6,46
2026-05-13 13F Strategic Financial Concepts, LLC 5.168 378,52 1.354 386,69
2026-04-21 13F Washington Growth Strategies Llc 19.589 15,56 5.131 17,34
2026-05-06 13F Angeles Wealth Management, Llc 2.303 10,35 603 12,08
2026-05-11 13F Savvy Advisors, Inc. 56.306 7,03 14.748 8,67
2026-05-08 13F Roundview Capital LLC 30.793 2,08 8.065 3,65
2026-04-22 13F Madison Park Capital Advisors, LLC 1.654 2,41 433 4,09
2026-04-27 13F Soltis Investment Advisors LLC 10.455 7,10 2.738 8,74
2026-04-21 13F Northeast Investment Management 132.988 3,41 34.832 5,01
2026-05-12 13F First Western Trust Bank 833 6,25 218 7,92
2026-04-22 13F Muirfield Wealth Advisors Llc 6.245 6,10 1.636 7,71
2026-05-13 13F Monetary Management Group Inc 500 131
2026-05-06 13F Crescent Grove Advisors, LLC 2.352 53,52 616 55,95
2026-04-21 13F Pinnacle Associates Ltd 458.673 1,26 120.136 2,82
2026-05-14 13F Mission Creek Capital Partners, Inc. 6.996 7,96 1.833 9,63
2026-05-11 13F Insight Advisors, LLC/ PA 2.002 10,67 524 12,45
2026-04-15 13F Trust Point Inc. 3.414 1,79 894 3,35
2026-05-11 13F Financial Perspectives, Inc 303 5,21 79 6,76
2026-04-16 13F Beese Fulmer Investment Management, Inc. 4.085 0,10 1.070 1,62
2026-05-11 13F CacheTech Inc. 963 252
2026-04-15 13F Bernardo Wealth Planning LLC 20.030 2,47 5.246 4,05
2026-04-16 13F XML Financial, LLC 20.751 1,43 5.435 2,99
2026-04-28 13F Belpointe Asset Management LLC 25.580 34,73 6.700 36,82
2026-04-06 13F Washington Trust Advisors, Inc. 11.444 7,29 2.997 8,94
2026-04-23 13F Prosperity Advisers, LLC 31.873 2,39 8.348 3,97
2026-05-07 13F Human Investing LLC 3.338 8,73 874 10,49
2026-05-01 13F Citizens Financial Group Inc/ri 177.989 0,26 46.619 1,81
2026-05-08 13F Firestone Capital Management 1.373 0,37 360 1,99
2026-04-20 13F Global Financial Private Client, LLC 1.849 2,44 484 4,09
2026-04-17 13F AdvisorNet Financial, Inc 39.546 4,83 10.358 6,44
2026-05-04 13F Concentrum Wealth Management 2.917 764
2026-05-06 13F DecisionPoint Financial, LLC 10.238 15,67 2.682 17,43
2026-05-14 13F Regal Investment Advisors LLC 13.071 26,69 3.423 28,64
2026-04-15 13F Seacrest Wealth Management, Llc 8.218 7,99 2.152 5,75
2026-05-13 13F Argent Trust Co 21.288 101,36 5.576 104,44
2026-04-10 13F Melfa Wealth Management, Llc 881 3,65 231 5,02
2026-05-14 13F PlanVest Financial, Inc 246 64
2026-05-07 13F Jefferson Bridge Capital, LLC 3.256 1,37 853 2,90
2026-05-11 13F OpenArc Corporate Advisory, LLC 14.016 20,45 3.671 22,33
2026-05-01 13F Hantz Financial Services, Inc. 1.178 47,43 0
2026-05-21 13F JDM Financial Group LLC 94.414 4,32 11.973 7,15
2026-05-01 13F Capital City Trust Co/fl 6.246 2,08 1.636 3,61
2026-05-11 13F Wealth Management Strategies, Inc. 36.415 3,38 9.538 4,96
2026-05-11 13F Partners in Financial Planning 6.715 0,19 1.759 1,74
2026-01-30 13F Caldwell Securities, Inc 905 0,33 233 1,75
2026-04-28 13F Life Planning Partners, Inc 8.735 4,22 2.288 5,83
2026-04-21 13F Everpar Advisors Llc 1.255 329
2026-05-13 13F Richard W. Paul & Associates, LLC 880 3,04 231 4,55
2026-05-05 13F Frisch Financial Group, Inc. 898 235
2026-05-07 13F Dravo Bay Llc 1.495 59,04 392 61,57
2026-04-27 13F Financial Planning Fort Collins, LLC 11.676 8,10 3.309 18,77
2026-05-08 13F Strategic Financial Services, Inc, 1.772 10,27 464 4,27
2026-04-14 13F GoalFusion Wealth Management, LLC 56.670 1,41 14.843 2,97
2026-04-23 13F Summit Wealth Group Llc / Co 2.749 63,83 720 66,67
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 1.563 2,02 409 3,54
2026-05-12 13F Atlantic Union Bankshares Corp 24.872 1,90 6.514 3,46
2026-05-15 13F Cresset Asset Management, LLC 67.507 7,09 17.681 8,74
2026-04-15 13F PW Nova Financial Services LLC 20.692 1,73 5.420 1,86
2026-05-13 13F May Barnhard Investments LLC 21.974 8,28 5.755 9,95
2026-04-13 13F Affinity Capital Advisors, LLC 8.332 5,30 2.182 6,91
2026-05-15 13F Veridan Wealth LLC 17.731 0,35 4.644 1,91
2026-05-12 13F TIAA Wealth Investment Management LLC 533 135
2026-04-22 13F Capital Management Associates, Inc 41.904 1,18 10.975 2,74
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 2.774 0,73 727 2,25
2026-05-12 13F Bank of Jackson Hole Trust 7.237 4,34 1.896 5,93
2026-05-04 13F Wsfs Capital Management, Llc 2.815 0,57 737 2,08
2026-05-13 13F NFP Retirement, Inc. 74.047 7,10 19.394 8,75
2026-05-15 13F/A Arrowroot Family Office, LLC 4.248 4,32 1.113 5,90
2026-05-01 13F New Republic Capital, LLC 1.279 0,31 335 2,13
2026-05-08 13F Glenview Trust Co 88.617 0,03 23.211 1,58
2026-05-22 13F WNY Asset Management, LLC 1.188 5,79 311 9,12
2026-04-29 13F CVA Family Office, LLC 636 0,16 167 1,84
2026-04-24 13F Private Advisor Group, LLC 367.376 0,51 96.223 2,06
2026-05-15 13F Fmr Llc 1.175.277 2,19 307.828 3,77
2026-05-12 13F Strategic Wealth Partners, Ltd. 991 60,88 260 63,92
2026-04-13 13F White Wing Wealth Management 55.450 0,20 14.524 1,74
2026-05-15 13F Susquehanna International Group, Llp Put 41.900 50,18 10.974 52,50
2026-05-13 13F Franklin Resources Inc 42.163 72,46 11.043 75,12
2026-04-14 13F Covenant Asset Management, LLC 2.003 3,94 525 5,43
2026-05-15 13F Susquehanna International Group, Llp Call 71.100 34,66 18.623 36,74
2026-05-14 13F Plum Street Advisors, LLC 59.686 1,43 15.633 2,99
2026-04-27 13F Kelman-Lazarov, Inc. 2.616 9,78 685 11,56
2026-04-22 13F Krm Wealth Management L.l.c. 2.245 0,36 588 2,08
2026-05-01 13F Wingate Wealth Advisors, Inc. 5.189 2,33 1.359 3,90
2026-05-18 13F Centaurus Financial, Inc. 4.090 10,36 1
2026-05-11 13F Rebalance, Llc 11.591 0,38 3.036 1,91
2026-05-15 13F Harbour Investments, Inc. 41.138 71,02 10.775 73,63
2026-05-06 13F VSM Wealth Advisory, LLC 54.990 2,04 14.403 3,61
2026-04-15 13F Norden Group Llc 833 218
2026-05-13 13F Balanced Rock Investment Advisor 2.199 2,28 576 3,97
2026-05-08 13F Fund Evaluation Group, LLC 29.430 7.708
2026-04-30 13F SkyOak Wealth, LLC 11.176 0,47 2.927 2,02
2026-05-08 13F MPS Loria Financial Planners, LLC 154.343 1,65 40.426 3,21
2026-05-06 13F Hurley Capital, LLC 143 197,92 37 208,33
2026-04-14 13F Plancorp, LLC 19.009 0,57 5.172 6,09
2026-05-04 13F 1st Source Bank 4.606 11,42 1.206 13,13
2026-04-29 13F Ascent Advisors, LLC 3.620 948
2026-05-14 13F Aspen Grove Capital, LLC 2.694 0,22 706 1,73
2026-05-11 13F Rossby Financial, LCC 351 22,30 92 24,32
2026-04-10 13F AssuredPartners Investment Advisors, LLC 7.659 3,21 2.034 6,22
2026-04-17 13F Novare Capital Management Llc 1.123 31,19 294 33,64
2026-04-10 13F Charles Schwab Trust Co 76.578 0,19 20.057 1,73
2026-04-22 13F Janney Montgomery Scott LLC 203.898 5,42 53 8,16
2026-04-08 13F Wealthspan Partners, Llc 9.422 3,23 2.468 4,80
2026-05-13 13F Ubs Asset Management Americas Inc 86.393 377,55 22.628 384,95
2026-04-09 13F Tilia Fiduciary Partners, Inc. 952 12,13 249 14,22
2026-04-27 13F S.A. Mason LLC 23.192 6,70 6.074 8,35
2026-05-15 13F Advisor Group Holdings, Inc. 907.826 10,26 237.975 11,94
2026-04-17 13F RFG Advisory, LLC 30.065 53,26 7.875 55,61
2026-04-14 13F Approach Retirement Advisors, LLC 923 0,33 242 1,69
2026-04-22 13F Hurlow Wealth Management Group, Inc. 87.526 0,09 22.925 1,63
2026-05-01 13F Fifth Third Bancorp 678.702 119,37 177.766 122,75
2026-04-09 13F Wedmont Private Capital 60.051 4,24 16.400 6,43
2026-04-08 13F Canandaigua National Trust Co of Florida 6.710 2,02 1.757 3,60
2026-05-11 13F Sidoxia Capital Management, LLC 3.345 876
2026-05-14 13F/A Leo H. Evart, Inc. 9.497 1,90 2.487 41,15
2026-04-20 13F Peirce Capital Management, LLC 1.995 523
2026-04-08 13F Gainplan LLC 12.124 69,97 3.176 72,65
2026-05-08 13F Opus Financial Solutions LLC 6.561 1,36 1.718 2,94
2026-04-24 13F Prospect Financial Services LLC 1.477 4,38 387 5,75
2026-04-17 13F Sovereign Financial Group, Inc. 31.898 7,71 8.355 9,36
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