Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF eröffnet haben, gehören Symetra Investment Management Co, Vanguard Capital Management Llc, Gsa Capital Partners Llp, BlueSky Wealth Advisors, LLC, Peterson Wealth Management, TSG Advice Partners, LLC, Banque Transatlantique SA, Larch Capital Partners Llc, Spartan Wealth Advisory Services LLC, CVS HEALTH Corp, Cloud Capital Management, LLC, Henson-Edgewater Management, LLC, Retirement Systems of Alabama, Sanders Morris Harris Llc, My Portfolio Guide, LLC, VestGen Advisors, LLC, Action Point Financial Planning, Llc, Planning Project LLC, Encompass More Asset Management, und Vanguard National Trust Co .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 22.865 | 0,76 | 1.892 | -0,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3.210 | 0,41 | 266 | -0,75 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 4 | 0,00 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 17.223 | 18,77 | 1.425 | 17,38 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 2.867 | 15,93 | 237 | 14,49 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 4.064 | 0,72 | 336 | -0,30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 12.351 | 3.597,90 | 1.022 | 3.685,19 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 9.656 | 36,44 | 799 | 34,97 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 89.462 | 7.403 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 99.881 | 175,87 | 8.265 | 172,59 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 113.081 | 0,41 | 9.357 | -0,78 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 56.665 | 7,45 | 4.746 | 6,99 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 184.683 | 3,06 | 15.283 | 1,83 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 72.966 | 3,57 | 6.038 | 2,32 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 97.089 | 3,47 | 8.034 | 2,24 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 660.632 | 0,85 | 54.667 | -0,35 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 24.929 | 4,53 | 2.063 | 3,25 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 133 | 79,73 | 11 | 83,33 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.928 | 325 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 101.592 | 144,78 | 8.407 | 141,90 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.338 | 193 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 461.945 | 3,67 | 38.226 | 103.210,81 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 117 | 10 | ||||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 3.675 | 44,63 | 304 | 43,40 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 14.074 | 8,13 | 1.165 | 6,79 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 9.048 | 0,35 | 758 | -0,13 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 153.910 | 14,65 | 12.736 | 13,28 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 6.374 | 66,60 | 527 | 64,69 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 397.598 | 5,09 | 32.901 | 3,83 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 73.887 | 142,99 | 6.114 | 140,14 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 2.510 | 208 | ||||||
| 2026-04-20 | 13F | 25 Llc | 374.750 | 5,35 | 31.011 | 4,09 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 70.673 | 1,85 | 5.848 | 0,64 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 49.955 | 4 | ||||||
| 2026-05-13 | 13F | Heritage Trust Co | 123.699 | 7,17 | 10.236 | 5,90 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 752 | 15,34 | 62 | 14,81 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 5.129 | 0,77 | 424 | -0,47 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 10.308 | 853 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 715.751 | 2,97 | 59.229 | 1,74 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 388.589 | 32.156 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 7.886 | 3,60 | 653 | 2,35 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 18.649 | 1.543 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 19.282 | 15,68 | 1.596 | 14,34 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20.770 | 42,23 | 1.719 | 39,90 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4.467 | 370 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 98.693 | 0,22 | 8.167 | 16,52 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 925.300 | 15,04 | 76.569 | 13,67 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 185.555 | 73,90 | 15.355 | 71,84 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 538.754 | 4,27 | 44.582 | 3,03 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 18.588 | 19,63 | 1.538 | 18,22 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 10.935 | 31,37 | 905 | 29,70 | ||||
| 2026-04-21 | 13F | Maseco Llp | 4.732 | 5,62 | 392 | 4,27 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 80.829 | 6.689 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 291 | 35,98 | 24 | 41,18 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 175 | 4,79 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 60.173 | 5,86 | 4.979 | 4,60 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 450.085 | 4,44 | 37.245 | 3,20 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 24.756 | 62,92 | 2.047 | 60,72 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 55.291 | 4,31 | 4.575 | 3,06 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.501 | 3,56 | 207 | 1,98 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.963 | 35,15 | 1.238 | 33,55 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 2.763 | 0,95 | 229 | -0,44 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 168.134 | 13.913 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1.573 | 531,73 | 130 | 550,00 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 3.692 | 1,37 | 306 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.451 | 2,35 | 368 | 1,10 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 166.214 | 3,96 | 13.754 | 2,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33.574 | 88,47 | 2.778 | 86,32 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 143.627 | 11.885 | ||||||
| 2026-04-08 | 13F | TOWER TRUST & INVESTMENT Co | 9.666 | 7,03 | 800 | 5,69 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 22.894 | 1,60 | 1.894 | 0,37 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.939 | 491 | ||||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.571 | 0,78 | 213 | -0,47 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 4.084 | 338 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.931 | 132,57 | 1 | |||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 12.084 | 1.000 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 133.960 | 0,18 | 11.085 | -1,02 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 6.990 | 16,99 | 578 | 15,60 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 19.661 | 18,93 | 1.627 | 17,49 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 440 | 502,74 | 36 | 500,00 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7.403 | 19,19 | 613 | 17,69 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 41.103 | 7,78 | 3.401 | 6,51 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 121 | 10 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 29.820 | 2.468 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 127.106 | 22,05 | 10.518 | 20,25 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 21.665 | 4,56 | 1.793 | 3,29 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 8.773 | 37,23 | 726 | 35,70 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 127.027 | 296,27 | 10.511 | 291,62 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 16.621 | 167,09 | 1 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.362 | 14,90 | 278 | 13,47 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 238.214 | 7,43 | 19.725 | 6,21 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 184.572 | 1,78 | 15.273 | 0,57 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 46.865 | 10,71 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 3.392 | 551,06 | 281 | 551,16 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 12.619 | 102,16 | 1.044 | 100,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 4.789 | 12.502,63 | 401 | 13.266,67 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 25.863 | 4,42 | 2.140 | 3,18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 396.033 | 125,34 | 32.772 | 122,66 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 204.943 | 22,09 | 16.959 | 20,64 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.420 | 697 | ||||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 11.771 | 19,48 | 974 | 18,06 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 201 | 1,01 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 471.537 | 40,67 | 39.020 | 38,99 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 5.137 | 6,20 | 425 | 4,94 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 11.928 | 987 | ||||||
| 2026-05-01 | 13F | Riverview Trust Co | 49 | 4 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 111.908 | 4,40 | 9.260 | 3,15 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8.988 | 152,76 | 744 | 150,17 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 455 | 38 | ||||||
| 2026-04-13 | 13F | Trust Co | 624 | 0,32 | 52 | -1,92 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.769.399 | 6,66 | 229.168 | 5,39 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 393.087 | 2,70 | 32.528 | 1,47 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 36.575 | 0,99 | 3.027 | -0,23 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 48.571 | 6,63 | 4.019 | 5,35 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 783.540 | 2,66 | 64.838 | 1,43 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 98.538 | 5,44 | 8.154 | 4,19 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 618.693 | 4,02 | 51 | 4,08 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 423 | 87,17 | 35 | 94,44 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74.225 | 50,05 | 6.142 | 48,29 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 326.427 | 3,96 | 27.012 | 2,72 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 32.024 | 145,73 | 2.650 | 141,70 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.341 | 111 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31.598 | 2,84 | 2.615 | 1,59 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 6.308 | 522 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 9.904 | 19,64 | 820 | 18,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.442 | 0,82 | 699 | -0,43 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 3.935 | 326 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.276 | 0,77 | 271 | -0,37 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11.516 | 2,99 | 953 | 1,82 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 4.467 | 0,74 | 370 | -0,54 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 15.111 | 6,80 | 1.250 | 5,57 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 32.272 | 19,38 | 2.671 | 17,78 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 28.360 | 1,26 | 2.347 | 0,04 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 623.601 | 17,09 | 51.603 | 15,69 | ||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 16.870 | 70,20 | 1.396 | 68,07 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 101.647 | 2,40 | 8.411 | 1,18 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 22.105 | 10,96 | 1.829 | 9,65 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 25.984 | 2,63 | 2.150 | 1,42 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 174.543 | 20,96 | 14.444 | 19,52 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 1.008.300 | 84.445 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.093 | 5,28 | 670 | 4,04 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.474 | 287 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 210.946 | 0,09 | 17.456 | -1,10 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.697 | 4,66 | 223 | 3,72 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 996.012 | 17,81 | 82.420 | 16,40 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 474.468 | 6,11 | 39.262 | 4,85 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 183.786 | 1,28 | 15.208 | 0,36 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 31.099 | 9,41 | 2.573 | 8,11 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 873 | 223,33 | 72 | 227,27 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 139.572 | 1,19 | 11.550 | -0,02 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 61.639 | 5,89 | 5.101 | 4,62 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 182.102 | 1,34 | 15.069 | 0,13 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 628 | 0,16 | 52 | -1,92 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6.846 | 25,75 | 565 | 23,68 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 209.677 | 12,31 | 17.303 | 10,66 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 313.071 | 7,29 | 26.220 | 6,83 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 525 | 110,00 | 43 | 115,00 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 13.080 | 1.082 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 9.138 | 29,76 | 756 | 28,35 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 28.497 | 6,22 | 2.358 | 4,99 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 454 | 38 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.213 | 14,15 | 516 | 13,41 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 199.562 | 7,00 | 16.514 | 5,72 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 478.117 | 10,03 | 39.564 | 8,71 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 30.461 | 1,38 | 2.551 | 1,03 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6.762.049 | 22,71 | 559.560 | 21,24 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 3.000 | 3,45 | 248 | 2,48 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 14.558 | 19,70 | 1.204 | 18,29 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 71.075 | 16,22 | 5.881 | 14,84 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9.447 | 782 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 29.373 | 146,15 | 2.431 | 143,24 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 483.527 | 22,61 | 40.012 | 20,94 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 53.765 | 2,88 | 4.449 | 1,67 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.153 | 0,77 | 261 | -0,76 | ||||
| 2026-05-15 | 13F | Nepc Llc | 6.390.771 | 4,88 | 528.836 | 3,63 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 50.800 | 3,59 | 4.204 | 2,36 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9.600 | 798 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 11.779 | 30,08 | 975 | 28,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 200.257 | 52,93 | 16.571 | 51,11 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 55.940 | 6,63 | 4.629 | 5,37 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.884 | 156 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 26.051 | 6,95 | 2.156 | 5,64 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 392 | 6,81 | 32 | 6,67 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 113.759 | 107,92 | 9.527 | 107,06 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 34.899 | 2,27 | 2.888 | 1,05 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 130.698 | 11,20 | 10.865 | 10,37 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3.295 | 273 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 17.476.776 | 1.446.203 | ||||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 17.986 | 1.493 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.000.034 | 8,77 | 165.503 | 7,27 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 66.670 | 3,14 | 5.517 | 1,90 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 18.514 | 1.532 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 15.225 | 1.275 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 987.957 | 12,26 | 81.566 | 10,59 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 123.196 | 24,43 | 10.194 | 22,94 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 232.087 | 3,74 | 19.205 | 2,50 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 5 | 0 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 33.359 | 3,87 | 2.760 | 2,64 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 15.883 | 136,64 | 1.314 | 133,81 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 72.079 | 29,21 | 5.965 | 27,68 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14.349 | 6,40 | 1.187 | 5,14 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 656.787 | 2,26 | 54.100 | 0,57 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 4.655 | 1,09 | 385 | 0,00 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 165.708 | 7,65 | 13.712 | 6,37 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 13.671 | 1.131 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4.369 | 14,73 | 362 | 13,52 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4.402 | 16.830,77 | 364 | 18.100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 684.128 | 441,51 | 56.612 | 435,08 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 437.999 | 93,04 | 36.244 | 90,74 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57.074 | 2,03 | 4.723 | 0,81 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 63.938 | 73,77 | 5.355 | 73,04 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5.701 | 706,36 | 472 | 698,31 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4.870 | 5,98 | 403 | 4,69 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 518.516 | 7,20 | 42.907 | 5,92 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 9.475 | 784 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.420 | 9,06 | 118 | 7,34 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 514 | 17,35 | 43 | 16,67 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 11.945 | 1,75 | 988 | 0,51 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 24.673 | 0,46 | 2.042 | -0,78 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 18.940 | 13,28 | 1.406 | 0,36 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 75.050 | 7,90 | 6.210 | 6,61 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 278 | 23 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.216 | 19,57 | 101 | 17,65 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 54.779 | 136,34 | 4.533 | 133,49 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 127 | 11 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 102.555 | 10,00 | 8.486 | 8,68 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3.789 | 14,61 | 314 | 13,41 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 15.829 | 11,84 | 1.310 | 10,46 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 24 | 2 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.201 | 265 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 24.002 | 10,47 | 1.986 | 9,18 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 124.802 | 30,71 | 10.315 | 28,60 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 31.664 | 102,57 | 2.620 | 100,15 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.160 | 15,86 | 1.751 | 14,52 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.917 | 328 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 56.772 | 3,30 | 4.698 | 2,06 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 155 | 0,65 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 71 | 6 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6.552 | 542 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 389.989 | 32 | ||||||
| 2026-05-05 | 13F | Blue Water Asset Management | 4.598 | 0,74 | 380 | -0,52 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 23.160 | 28,24 | 1.916 | 26,72 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 60.000 | 4.965 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 633 | 151,19 | 0 | |||||
| 2026-05-14 | 13F | Advisory Research Inc | 50.986 | 14,66 | 4.219 | 13,29 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 121.405 | 32,86 | 10.046 | 31,29 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 22.532 | 0,87 | 1.865 | -0,32 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 5.494 | 4,87 | 455 | 3,65 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 68.495 | 0,14 | 5.665 | -1,05 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4.280 | 2,66 | 354 | 1,43 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 18.820 | 20,73 | 1.557 | 19,31 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 276.960 | 1,45 | 22.918 | 0,24 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 5.856 | 12,25 | 485 | 11,01 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 24.734 | 6,25 | 2.047 | 4,98 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 42.449 | 1,80 | 3.513 | 0,57 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 283 | 23 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 605 | 266,67 | 50 | 284,62 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 988.226 | 147,54 | 72.254 | 115,60 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 125.236 | 16,79 | 10 | 25,00 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 2.952 | 244 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 17.285 | 3,50 | 1.430 | 2,29 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3.232 | 383,11 | 267 | 376,79 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 320.075 | 74,86 | 26.486 | 72,78 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 75.804 | 7,65 | 6.319 | 7,05 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 526.651 | 13,30 | 44.107 | 13,30 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 34.239 | 45,08 | 2.833 | 43,37 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 57.949 | 11,08 | 4.795 | 9,75 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 106 | 0,95 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 104.195 | 5,32 | 8.622 | 4,07 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2.843 | 2,71 | 235 | 1,73 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 579.931 | 5,99 | 47.989 | 4,73 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2.916 | 241 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 2.980 | 4,01 | 247 | 2,93 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 8.887 | 9,91 | 735 | 8,57 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 614.910 | 5,34 | 50.884 | 4,09 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 3.484 | 31,42 | 288 | 29,73 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 491.605 | 7.037,12 | 40.680 | 6.962,50 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7.312 | 4,97 | 605 | 3,77 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 58.131 | 15,01 | 4.810 | 13,63 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 7.935 | 17,26 | 657 | 15,90 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 8.450 | 11,01 | 699 | 9,73 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 125.269 | 1,81 | 10.366 | 0,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 190.001 | 19.000.000,00 | 15.723 | |||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.436 | 202 | ||||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 123.130 | 6,88 | 10.189 | 5,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.727 | 12,55 | 391 | 11,40 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2.749 | 227 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 43 | 4 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 181.984 | 0,45 | 15.059 | -0,75 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 257.997 | 1,06 | 21.349 | -0,14 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 164.754 | 4,86 | 13.633 | 3,61 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 7.557 | 21,99 | 625 | 20,66 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 242.260 | 20.047 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.200.415 | 49,40 | 98.341 | 46,14 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 2.662 | 220 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7.932 | 0,71 | 656 | -0,46 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 146.354 | 1,07 | 12.111 | -0,14 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2.483 | 205 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5.572 | 19,60 | 461 | 18,21 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.579.346 | 8,48 | 185.845 | 52,42 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 25.390 | 0,45 | 2.101 | -0,71 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17.230 | 2,56 | 1.426 | 1,28 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 701.744 | 58.069 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9.106 | 9,58 | 754 | 8,35 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 2.541 | 210 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 40.542 | 1,51 | 3.355 | 0,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 106.224 | 7,37 | 8.790 | 6,10 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 903.265 | 5,07 | 74.745 | 3,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 83.268 | 28,71 | 6.870 | 26,78 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 72.181 | 27,65 | 5.973 | 26,15 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 68.324 | 4,58 | 5.654 | 3,33 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 7.665 | 29,02 | 634 | 27,57 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 122.672 | 0,06 | 10.151 | -1,13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 209 | 17 | 240,00 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 73.718 | 1.413,72 | 6.051 | 1.386,49 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 8.200 | 0,07 | 1 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10.571 | 4,38 | 883 | 3,76 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.015.034 | 6.630,99 | 85.009 | 6.604,18 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4.654 | 385 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 7.715 | 0,22 | 638 | -0,93 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 183.084 | 11,40 | 15.150 | 10,07 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 16.064 | 10,34 | 1.329 | 9,02 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.886 | 239 | ||||||
| 2026-05-08 | 13F | Idaho Trust Bank | 18.127 | 9,00 | 1.500 | 7,69 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 56 | 93,10 | 5 | 100,00 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 32.890 | 13,61 | 2.722 | 12,25 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 3.572 | 296 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 44.146 | 3,24 | 3.653 | 2,01 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 38.500 | 11,14 | 3.186 | 9,79 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 316 | 26 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 517 | 43 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 183.524 | 3,86 | 15.187 | 2,62 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 2.422 | 0,50 | 200 | -0,50 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 4.354 | 0 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 9.315 | 9,98 | 771 | 8,60 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 150.297 | 1,95 | 12.437 | 0,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.403 | 5,95 | 861 | 4,62 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 104 | 9 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 606.886 | 14,16 | 50.220 | 12,80 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 37.187 | 1,14 | 3.077 | -0,06 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 27.975 | 4,66 | 2.315 | 3,40 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 38.041 | 10,27 | 3.148 | 8,93 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4.370 | 362 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 291.406 | 5,11 | 24.114 | 3,86 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.881 | 12,14 | 652 | 10,88 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 39.944 | 3.305 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 49.502 | 40,90 | 4.096 | 39,23 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18.435 | 15,15 | 1.526 | 13,81 | ||||
| 2026-01-30 | 13F | Pvg Asset Management Corp | 9.252 | 775 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 160.173 | 36,89 | 13.254 | 35,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 52.983.058 | 3,27 | 4.360.506 | 1,48 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3.839 | 2,32 | 318 | 0,96 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.549 | 211 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 600.530 | 2,19 | 49.697 | 0,97 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 464.730 | 2,90 | 38.456 | 1,67 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 80.497 | 61,79 | 6.661 | 59,89 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 36.036 | 2.982 | ||||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 123.665 | 41,38 | 10.233 | 39,70 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 59.864 | 303,23 | 4.954 | 298,47 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 33.955 | 11,69 | 2.810 | 10,33 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.022.817 | 1,71 | 2.236.138 | 0,50 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 689 | 20,03 | 57 | 16,67 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13.913 | 19,45 | 1.151 | 18,05 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.288.276 | 8,57 | 437.605 | 7,28 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 127.441 | 10.546 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 2.710.658 | 147,43 | 224.226 | 144,39 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 6.166 | 100,59 | 510 | 98,44 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 4.598 | 380 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 123.948 | 2,62 | 10.257 | 1,39 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 86.354 | 7.146 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 14.065 | 14,53 | 1.164 | 13,13 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 41.641 | 32,25 | 3.446 | 30,64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8.736 | 0,75 | 723 | -0,55 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.545.297 | 4,31 | 210.624 | 3,06 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 13.502 | 2,69 | 1.117 | 0,90 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.982 | 0,20 | 164 | -1,21 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 8.639 | 3,44 | 715 | 2,15 | ||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 7.062 | 2,59 | 584 | 0,86 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.452.302 | 284,55 | 120.178 | 279,96 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5.500 | 455 | |||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 19.758 | 6,45 | 1.635 | 5,15 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 9.070 | 16,28 | 751 | 14,85 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 15.800 | 464,29 | 1.307 | 458,55 | |||
| 2026-05-13 | 13F | Crews Bank & Trust | 236.156 | 2,93 | 19.542 | 1,70 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 34.063 | 10,86 | 2.819 | 9,52 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 69.900 | 12,61 | 5.784 | 11,27 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5.541 | 18,70 | 459 | 17,44 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 64.090 | 17,19 | 5.303 | 132.475,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 38.765 | 3.208 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1.294.286 | 2,42 | 107.102 | 1,19 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.247.587 | 1,11 | 103.238 | -0,09 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 47.785 | 2,84 | 3.954 | 1,62 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 13.464 | 0,13 | 1.114 | -1,07 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 70.628 | 0,77 | 5.844 | -0,43 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 1.245.551 | 476,46 | 103.069 | 469,60 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 872.080 | 6,97 | 72.165 | 5,69 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 73.789 | 8,58 | 6.106 | 7,29 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 1.629.062 | 0,82 | 134.805 | -0,39 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 75.273 | 1,18 | 6.229 | -0,03 | ||||
| 2026-05-14 | 13F | One William Street Capital Management, L.p. | 71.700 | 5.933 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 320.710 | 36,93 | 27 | 36,84 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4.312 | 0,75 | 357 | -0,56 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 27.343 | 13,56 | 2.263 | 12,20 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 4.978 | 9,87 | 412 | 8,44 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.675 | 5,91 | 883 | 4,62 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 23.267 | 69,87 | 1.928 | 68,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 320.635 | 0,71 | 26.533 | -0,50 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9.445 | 25,80 | 782 | 24,36 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 6.350 | 0,59 | 525 | -0,57 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 5.478 | 453 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 450 | 29,68 | 37 | 27,59 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 479.047 | 1,26 | 39.641 | 0,05 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 4.918 | 0,20 | 407 | -1,22 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 59.545 | 17,57 | 4.927 | 16,18 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8.688 | 719 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 419.322 | 22,11 | 34.699 | 20,65 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9.033 | 0,41 | 747 | -0,80 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 23.491 | 11,92 | 1.944 | 10,59 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4.421 | 0,71 | 366 | -0,54 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4.517 | 0,58 | 374 | -0,80 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 791.934 | 100,00 | 66.610 | 100,00 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.366 | 630,48 | 113 | 653,33 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 184.551 | 15.272 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 192.607 | 16.021 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 120.626 | 0,87 | 9.982 | -0,33 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 335.776 | 3,85 | 27.785 | 2,61 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 9.012 | 23,38 | 746 | 21,93 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 23.674 | 10,98 | 1.959 | 9,69 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.391.592 | 1,53 | 115.154 | 0,31 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 43 | 4 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 5.707 | 66,58 | 472 | 65,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4.063 | 336 | ||||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 222.225 | 2,02 | 18.611 | 1,59 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 4.625 | 0,43 | 0 | |||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 7.049 | 13,64 | 583 | 12,33 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 3.630 | 44,05 | 300 | 42,18 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 11.204 | 3,10 | 927 | 1,87 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 63.430 | 4,90 | 5.249 | 3,63 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5.206 | 6,20 | 430 | 4,63 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.576 | 14,74 | 710 | 13,44 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6.148 | 0,67 | 509 | -0,59 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 132.102 | 2,42 | 10.931 | 1,19 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 60.843 | 2,19 | 5.080 | 2,17 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 11.474 | 152,68 | 949 | 149,74 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 28.760 | 9,55 | 2.380 | 8,23 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6.247 | 0,51 | 517 | -0,77 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 121 | 112,28 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 54.237 | 4,25 | 4.488 | 3,01 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 3.598 | 0,19 | 298 | -1,00 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 341.330 | 1,01 | 28.245 | -0,20 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64.811 | 21,48 | 5.363 | 20,01 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8.301 | 7,71 | 687 | 6,36 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.976 | 21,82 | 743 | 20,26 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 200.000 | 16.550 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 18.873 | 1.774,18 | 1.562 | 1.758,33 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 73 | 6 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 78.495 | 18,82 | 6.477 | 17,08 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 46.867 | 317,75 | 3.878 | 312,99 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 68.066 | 5,15 | 5.632 | 3,04 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 12.305 | 1,45 | 1.018 | 0,30 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 81.720 | 8,22 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 140.342 | 5,39 | 11.613 | 4,13 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.795 | 148 | ||||||
| 2026-01-30 | 13F | BancorpSouth Bank | 38.907 | 10,30 | 3.258 | 9,84 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 400.595 | 8,03 | 33.149 | 6,74 | ||||
| 2026-05-08 | 13F | Enhancing Capital LLC | 4.083 | 0,05 | 338 | -1,17 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 291.363 | 7,00 | 24.811 | 8,33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.728.521 | 11,40 | 391.285 | 10,07 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2.624 | 217 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 38.558 | 11,86 | 3.191 | 10,53 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 22.423 | 0,07 | 1.856 | -1,12 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 410.448 | 29,82 | 33.840 | 27,80 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 7.596 | 629 | ||||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 42.904 | 17,37 | 3.550 | 15,98 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 622 | 39,15 | 51 | 37,84 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 153.942 | 12.739 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13.800 | 38,00 | 1.142 | 36,32 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5.700 | 23,91 | 472 | 22,34 | |||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 88.291 | 1,38 | 7.306 | 0,18 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 6.364 | 1 | ||||||
| 2026-04-28 | 13F | Titan Investment Management LLC | 49.361 | 18,32 | 4.085 | 16,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.000.858 | 12,05 | 83 | 10,81 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15.138 | 106,49 | 1.253 | 104,24 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 92.730 | 166,21 | 7.673 | 163,04 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 42.068 | 16,50 | 3.481 | 15,11 | ||||
| 2026-04-24 | 13F | United Community Bank | 44.289 | 3.665 | ||||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 100.301 | 2,08 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.773 | 0,17 | 147 | -1,35 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 253.594 | 6,00 | 21.010 | 4,86 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3.406 | 282 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 405.333 | 25,13 | 33.541 | 23,64 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 9.922 | 19,73 | 821 | 18,30 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 94.173 | 39,42 | 7.793 | 37,16 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 38.520 | 0,21 | 3.187 | -0,99 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 23.981 | 5,36 | 1.984 | 4,09 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4.146 | 37,92 | 343 | 36,65 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 44.993 | 74,98 | 3.723 | 72,92 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 132 | 51,72 | 11 | 42,86 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 169.301 | 4,54 | 14.010 | 3,29 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 362.748 | 4,05 | 30.017 | 2,83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 366.291 | 4,63 | 30.311 | 3,38 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 23.878 | 24,59 | 1.976 | 23,05 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5.057 | 41,18 | 418 | 39,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21.966 | 254,52 | 1.818 | 250,77 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.940 | 243 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 11.739 | 25,27 | 971 | 23,85 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.984 | 14,11 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 10.327 | 12,85 | 865 | 12,35 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 2.103 | 174 | ||||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 358.431 | 6,40 | 29.660 | 5,13 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 355 | 29 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 5.315 | 7,22 | 440 | 5,78 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 61.140 | 9,55 | 5.059 | 8,24 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 7.374 | 7,89 | 610 | 6,64 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 38.757 | 0,64 | 3.207 | -0,56 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.310 | 21,07 | 2.012 | 19,63 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 5.887 | 16,53 | 487 | 15,13 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 37,66 | 9 | 33,33 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 13 | 1 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2.990 | 13,21 | 247 | 11,76 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 254.036 | 1,41 | 21.021 | 0,20 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 4.832 | 35,73 | 400 | 33,89 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86.944 | 1,64 | 7.195 | 0,43 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 11.752 | 0,23 | 973 | -1,02 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 20.443 | 1.692 | ||||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 2.582 | 0,12 | 214 | -1,39 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 13.127 | 5,76 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 96.746 | 2,27 | 8.006 | 1,05 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 675.573 | 94,09 | 56 | 89,66 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 8.873 | 217,12 | 734 | 213,68 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 145.227 | 196,03 | 12.018 | 192,53 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 266.114 | 6,50 | 22.021 | 5,22 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2.487 | 206 | ||||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 2.000.000 | 165.500 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 138 | 4,55 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.866.484 | 19,28 | 402.702 | 17,85 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 284.556 | 3,22 | 23.547 | 1,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 112.100 | 10,16 | 9.276 | 8,85 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 135.928 | 7,92 | 11.248 | 6,64 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 30.508 | 1,45 | 2.525 | 0,24 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 147.881 | 1,81 | 12.237 | 0,59 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 106.534 | 5,89 | 8.816 | 4,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 53.315 | 36,86 | 4.412 | 35,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 225.079 | 2,91 | 18.625 | 1,68 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 98.871 | 3,95 | 8.182 | 2,71 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 269.368 | 1,57 | 22.098 | 0,19 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 11.520.160 | 62,51 | 954.441 | 60,77 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 423.173 | 8,69 | 35.018 | 7,39 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 143.071 | 11.839 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2.427 | 201 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 182.445 | 184,83 | 15.097 | 181,45 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 6.361 | 17,62 | 526 | 16,37 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 28.250 | 3,03 | 2.338 | 1,79 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 79.122 | 5,35 | 6.547 | 4,10 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7.073 | 1,73 | 585 | 0,52 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 3.485 | 32,51 | 288 | 30,91 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 9.385 | 0,78 | 781 | -0,13 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.302 | 11,78 | 1.266 | 10,47 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 33.507 | 12,91 | 2.773 | 11,55 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.732 | 226 | ||||||
| 2026-04-13 | 13F | Cordant, Inc. | 175.496 | 2,47 | 14.522 | 1,25 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.665 | 7,03 | 221 | 5,77 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 12.312 | 8,80 | 1.019 | 7,50 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 2.923.588 | 0,30 | 241.927 | -1,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.076 | 10,93 | 844 | 10,48 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 227.644 | 2,31 | 18.838 | 1,09 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 34.210 | 0,85 | 2.831 | -0,39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.327 | 51,76 | 772 | 50,00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 590.068 | 2,23 | 48.828 | 1,01 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 59.717 | 2,16 | 4.942 | 0,94 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 525 | 43 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 108 | 9 | ||||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 2.880 | 238 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139.455 | 6,41 | 11.679 | 5,95 | ||||
| 2026-04-10 | 13F | Novem Group | 50.781 | 2,37 | 4.202 | 1,16 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 6.402 | 20,66 | 530 | 19,14 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4.938 | 0,75 | 409 | -0,49 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 189.502 | 66,98 | 15.681 | 64,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 156.500 | 3,94 | 12.950 | 2,70 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2.401 | 182,47 | 199 | 178,87 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 33.503 | 6,73 | 2.772 | 5,48 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 23.039 | 9,57 | 1.906 | 8,23 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 22.664 | 1.875 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 12.992 | 3,65 | 1.075 | 2,48 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 19.272 | 60,29 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 13.190 | 0,40 | 1.091 | -0,82 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 35.906 | 669,36 | 2.971 | 661,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 18.812 | 36,47 | 1.557 | 34,84 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.274 | 619,77 | 105 | 650,00 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 6.292 | 2,11 | 521 | 0,78 | ||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 51.409 | 3,05 | 4.254 | 1,82 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 55.295 | 0,27 | 4.576 | -0,93 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 56.589 | 9,13 | 4.683 | 7,83 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 17.569 | 13,86 | 1.454 | 12,46 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 16.996 | 19,29 | 1.406 | 17,56 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 33.895 | 36,04 | 2.805 | 35,79 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 51.428 | 1,34 | 4.252 | 0,05 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 25.164 | 88,14 | 2.082 | 85,89 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 123.530 | 81,86 | 10.222 | 79,71 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 3.159 | 0,10 | 261 | -1,14 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7.122 | 2,59 | 589 | 1,38 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.187 | 264 | ||||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 6.855 | 7,99 | 567 | 6,78 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 2.477 | 205 | ||||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 279.071 | 3,69 | 23.093 | 2,45 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 40.998 | 3,55 | 3.393 | 2,32 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 223.958 | 0,01 | 18.532 | -1,19 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 644.294 | 0,68 | 53.315 | -0,52 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 350.665 | 23,15 | 29.017 | 21,68 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 295.340 | 1,38 | 24.439 | 0,17 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 4.337 | 359 | ||||||
| 2026-04-21 | 13F | Creekside Partners | 3.046 | 0,73 | 252 | -0,40 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 9.712 | 21,90 | 804 | 20,39 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 96.312 | 1,39 | 7.970 | 0,18 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 6.645 | 0,67 | 550 | -0,54 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 33.624 | 123.960 | 38,80 | |||||
| 2026-04-27 | 13F | GDS Wealth Management | 796.336 | 11,05 | 65.897 | 9,72 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.976 | 15,17 | 246 | 13,89 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 41.177 | 0,66 | 3.407 | -0,55 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 4.847 | 29,77 | 401 | 28,53 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 209.671 | 7,07 | 17.350 | 5,79 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 7.013 | 0,49 | 581 | -0,68 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 100.907 | 4,74 | 8.350 | 3,50 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.002.543 | 72,56 | 82.961 | 70,50 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28.734 | 2,45 | 2.378 | 1,24 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 100.503 | 1.130,45 | 8.317 | 1.115,79 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 16.606 | 7,56 | 1.374 | 6,26 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 9.374 | 0,74 | 776 | -0,51 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 26.544 | 2.197 | ||||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 5.041 | 0,76 | 417 | -0,24 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 92 | 50,82 | 8 | 40,00 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 231.448 | 4,42 | 19.229 | 3,60 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 72.319 | 3,56 | 5.984 | 2,33 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 10.724 | 0,85 | 887 | -0,34 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 10.878 | 0,02 | 900 | -1,32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.348.769 | 5,18 | 111.611 | 3,92 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 176.219 | 13,15 | 14.582 | 11,81 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 217.792 | 2,94 | 18.022 | 1,72 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 15.691 | 6,14 | 1.298 | 4,85 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.756 | 1.250,77 | 145 | 1.340,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 572 | 88,78 | 47 | 88,00 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 37.191 | 0,05 | 3.078 | -1,38 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 8.859 | 109,04 | 733 | 107,06 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 44.481 | 3,55 | 3.681 | 2,31 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 57.348 | 4.746 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 8.141 | 674 | ||||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 24.118 | 1,56 | 1.996 | 0,35 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 8.000 | 166,67 | 662 | 163,75 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 724.676 | 11,02 | 59.968 | 9,70 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 54.684 | 64,54 | 4.525 | 62,59 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.173 | 89,19 | 97 | 90,20 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 59.868 | 9,65 | 4.954 | 8,36 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.406 | 3,31 | 199 | 2,05 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 2.547 | 3,96 | 211 | 2,44 | ||||
| 2026-05-14 | 13F | American Family Investments, Inc. | 2.756.420 | 125,01 | 228.094 | 122,33 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 29.621 | 9,35 | 2.451 | 8,07 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 57.690 | 4.774 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 32.125 | -1,45 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.049 | 1.736 | ||||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1.143 | 95 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 6.668.337 | 11,92 | 551.805 | 10,59 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 39.713 | 12,39 | 3.286 | 11,05 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 92.380 | 0,94 | 7.644 | -0,26 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 9.638 | 798 | ||||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 181.038 | 4,22 | 14.981 | 2,97 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 5.721 | 1,80 | 473 | 0,64 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 319.243 | 15,80 | 26.417 | 14,42 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 83.822 | 3,15 | 6.936 | 1,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 0 | 0 | ||||||
| 2026-05-07 | 13F | Symetra Investment Management Co | 3.133.225 | 259 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 74.183 | 6.139 | ||||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 22.364 | 4,75 | 1.851 | 3,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.375 | 12,40 | 3.755 | 11,07 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 710.291 | 0,43 | 58.777 | -0,77 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 790.663 | 2,06 | 65.428 | 0,84 | ||||
| 2026-04-21 | 13F | Davidson Investment Advisors | 3.750 | 307 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4.526 | 376 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 553 | 0,36 | 46 | -2,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.226.310 | 3,04 | 928.977 | 1,81 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 51.902 | 13,48 | 4.295 | 12,11 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 5.633 | 467 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 80 | 7 | ||||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 81.500 | 4,30 | 6.744 | 3,06 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 58.986 | 5,01 | 4.887 | 3,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16.886 | 97,13 | 1.397 | 94,84 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 69.917 | 36,67 | 5.786 | 35,04 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 330 | 27 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 7.901 | 17,64 | 654 | 16,19 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 93.118 | 0,15 | 7.706 | -1,05 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 28.069 | 2.323 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 600.537 | 27,88 | 49.678 | 26,30 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5.676 | 34,25 | 470 | 32,49 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.263 | 435 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 218.700 | 14,89 | 18.097 | 13,52 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 3.849 | 18,32 | 319 | 16,91 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.166.107 | 2,57 | 923.995 | 1,34 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 17.739 | 10,18 | 1.468 | 8,83 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 685.118 | 5,15 | 56.694 | 3,89 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 31.282 | 0,01 | 2.589 | -1,18 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 372.583 | 12,38 | 30.831 | 11,04 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 49.668 | 6,80 | 4.110 | 5,55 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 24.183 | 77,13 | 2.001 | 75,07 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.342 | 1,00 | 525 | -0,19 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 106.997 | 3,93 | 8.854 | 2,70 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 34.811 | 5,02 | 2.865 | 3,17 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 3.837 | 318 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 1.943.286 | 6,92 | 160.807 | 5,64 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.487 | 206 | ||||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 358.447 | 7,12 | 29.661 | 5,84 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 19.632 | 276,96 | 1.625 | 272,48 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 399.847 | 4,22 | 33.087 | 2,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 632.398 | 0,45 | 52 | 0,00 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 4.811 | 0 | ||||||
| 2026-05-12 | 13F | Weik Capital Management | 53.727 | 5,40 | 4.446 | 4,12 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 21.533 | 3,94 | 1.774 | 2,25 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 6.441 | 11,75 | 533 | 10,58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 40.067 | 20,44 | 3.316 | 18,99 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 274.307 | 44,89 | 22.699 | 43,15 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 113.675 | 2,94 | 9.407 | 1,71 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.201.696 | 65,40 | 184.365 | 64,67 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 6.330 | 6,62 | 524 | 5,23 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 24.186 | 35,98 | 2.001 | 34,39 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 118.464.592 | 39,62 | 9.802.945 | 37,95 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 25.132.794 | 4,51 | 2.079.739 | 3,26 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 5.535 | 458 | ||||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 4.465 | 374 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 401.571 | 221,16 | 33.230 | 217,35 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 6.000 | 11,69 | 496 | 10,47 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 483.643 | 2,72 | 40.021 | 1,50 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 15.828 | 0,39 | 1.310 | -0,83 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 39.304 | 9,76 | 3.252 | 8,44 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 4.636 | 19,24 | 384 | 17,85 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 220.313 | 13,31 | 18.231 | 11,96 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 118.700 | 1,69 | 9.805 | 0,06 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 40.717 | 36,34 | 3.369 | 34,71 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 111.593 | 9,49 | 9.234 | 8,19 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 2.743 | 68,80 | 227 | 66,18 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2.979 | 247 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 46.017 | 3.854 | ||||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 49.955 | 50,06 | 4.132 | 48,01 | ||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 18.923 | 53,72 | 1.566 | 51,94 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 103.223 | 4,43 | 8.542 | 3,18 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 1.360.788 | 9,57 | 112.605 | 8,27 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4.290 | 3,12 | 355 | 1,72 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 2.425 | 201 | ||||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 43.956 | 6,22 | 3.664 | 5,74 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.699 | 1,22 | 554 | 0,00 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.103 | 3,33 | 257 | 1,99 | ||||
| 2026-04-07 | 13F | Eastern Bank | 4.673 | 144,15 | 387 | 141,25 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12.354 | 3,84 | 1.022 | 2,61 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 46.876 | 2,30 | 4 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 11.507 | 1,68 | 952 | 0,53 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 107.054 | 4,08 | 8.859 | 2,83 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.848 | 7,64 | 318 | 6,35 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 10.238 | 0,06 | 847 | -1,05 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 9.299 | 769 | ||||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 149.128 | 164,32 | 12.489 | 175,82 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 455.130 | 3,01 | 37.662 | 1,49 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 71.069 | 4,32 | 5.881 | 3,07 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.983 | 20,63 | 578 | 19,21 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 13.088 | 0,10 | 1.083 | -1,01 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.587 | 64,31 | 545 | 62,69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 1.099.963 | 4,25 | 91.022 | 3,00 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 50.404 | 17,87 | 4.171 | 16,45 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 52 | 4 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 999.855 | 5,01 | 82.738 | 3,76 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 162.814 | 4,92 | 13.473 | 3,67 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 162.580 | 205,54 | 13.454 | 201,91 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9.500 | 4,11 | 786 | 2,88 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 89.198.232 | 6,22 | 7.381.154 | 4,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 106.182 | 91,24 | 8.787 | 88,95 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 9.565 | 792 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 226 | 19 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 1.956 | 0,77 | 162 | -0,62 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 218.521 | 5,46 | 18.083 | 4,19 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.934 | 16,65 | 162 | 15,83 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 61.673 | 0,82 | 5.124 | -0,14 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 16.808 | 1,13 | 1.391 | -0,07 | ||||
| 2026-05-04 | 13F | Nwam Llc | 13.299 | 3,73 | 1.100 | 2,23 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 43 | 43,33 | 4 | 50,00 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 66.201 | 3,91 | 5.478 | 2,68 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 73.133 | 16,37 | 6.125 | 15,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 180.501 | 35,70 | 15 | 27,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 3.964 | 3,50 | 328 | 1,87 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 30.072 | 2.519 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 69.765 | 147,03 | 5.783 | 144,17 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 34.971 | 19,17 | 2.888 | 17,50 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 1.292.103 | 42,68 | 106.922 | 40,97 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 6.520 | 69,48 | 540 | 67,39 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 11.066 | 1,00 | 916 | -0,22 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 22 | 2 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5.528 | 457 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11.683 | 967 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 12.949 | 3,81 | 1.071 | 2,29 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 12.475 | 1.029 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 121.106 | 4,45 | 10.022 | 3,20 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 40.665 | 9,34 | 3.365 | 8,06 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 75.384 | 7,69 | 6.238 | 6,41 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 39.705 | 60,00 | 3.286 | 58,08 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 372 | 31 | ||||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 4.158 | 344 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 200.272 | 6,98 | 16.573 | 5,70 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 752 | 0,80 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 16.626 | 0,12 | 1.376 | -1,08 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 230.023 | 0,51 | 19.034 | -0,69 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 3.564 | 1,31 | 295 | 0,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 107 | 9 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 3.160 | 261 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 46 | 4 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7.702 | 1,89 | 637 | 0,63 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 26.583 | 1,62 | 2.200 | 0,41 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 483.519 | 0,06 | 40.011 | -1,13 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 137.620 | 1,44 | 11.388 | 0,24 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 363 | 0,55 | 30 | 0,00 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 102.499 | 6,61 | 8 | 0,00 | ||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 66.347 | 205,90 | 5.490 | 202,31 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 175 | 14 | ||||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 105.583 | 6,64 | 8.737 | 5,35 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 97.374 | 3,77 | 8.058 | 2,53 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 7.987 | 0,08 | 669 | -0,45 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 5.920 | 9,73 | 490 | 8,43 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 144.203 | 127,78 | 11.933 | 125,09 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3.238 | 268 | ||||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 4.090 | 10,39 | 338 | 9,03 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 546.875 | 1,34 | 45.254 | 0,13 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 38.129 | 19,17 | 3.146 | 17,43 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 4.485 | 87,66 | 371 | 85,50 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 268.566 | 0,03 | 22.224 | -1,17 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 4.523 | 0,11 | 374 | -1,06 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 115.213 | 1,41 | 9.648 | 1,02 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3.919 | 37,80 | 324 | 36,13 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 58.672 | 2,51 | 4.855 | 1,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.461 | 203 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 125.192 | 21,03 | 10.360 | 19,59 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 122 | 110,34 | 10 | 150,00 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 76.229 | 20,27 | 6.308 | 18,82 | ||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 248.049 | 3,79 | 20.526 | 2,55 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 869.001 | 1,76 | 71.910 | 0,40 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 674.763 | 0,82 | 55.837 | -0,38 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 26.890 | 29,10 | 2.225 | 27,58 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3.177 | 263 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 25.726 | 32,00 | 2.129 | 30,39 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 32.419 | 0,19 | 2.683 | -1,03 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 54.253 | 17,02 | 4.489 | 15,64 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 341 | 54,30 | 28 | 55,56 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.054 | 501 | ||||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 311.749 | 9.924,08 | 25.797 | 9.821,92 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.510 | 68,24 | 456 | 66,06 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 42.969 | 2,03 | 3.556 | 0,82 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 21.021 | 70,06 | 1.739 | 68,02 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 9.115 | 7,46 | 754 | 6,20 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 73.539 | 4,68 | 6.085 | 3,43 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 42.035 | 34,60 | 3.478 | 33,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3.673 | 5,82 | 304 | 4,48 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 1.076.970 | 2,80 | 89.119 | 1,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 78.743 | 21,81 | 6.516 | 20,36 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10.853.776 | 6,60 | 898.150 | 5,33 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 949.261 | 11,04 | 78.553 | 9,71 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 3.835 | 317 | ||||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 48.900 | 2,28 | 4.047 | 1,05 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 12.500 | 143,76 | 1.033 | 140,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.518 | 11,97 | 2.029 | 10,64 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 527 | 44 | ||||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 3.446 | 16,11 | 285 | 14,92 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 5.929 | 0,12 | 491 | -1,21 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 922.100 | 6,09 | 76.312 | 4,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 139.747 | 1.901,82 | 11.564 | 1.880,14 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 22.780 | 3,63 | 1.891 | 2,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 160.009 | 314,02 | 13.241 | 309,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 212.289 | 8.793,55 | 17.567 | 8.727,14 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 37.422 | 42,01 | 3.097 | 40,34 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 3.167 | 262 | ||||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 15.589 | 3,57 | 1.290 | 2,30 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 6.771 | 18,85 | 560 | 16,95 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 3.840 | 26,94 | 318 | 25,30 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.743 | 23,35 | 144 | 22,03 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 5.700 | 3,62 | 472 | 2,39 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 126.404 | 2,53 | 10.460 | 1,30 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.216 | 106,74 | 432 | 104,27 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 27.622 | 31,02 | 2.286 | 29,46 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 837.667 | 3,98 | 69.317 | 2,74 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 13.285 | 0,19 | 1.099 | -0,99 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.249 | 352 | ||||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 3.874 | 3,67 | 321 | 2,56 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3.208 | 265 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 339.843 | 4,94 | 28.122 | 3,69 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 20.115 | 3,01 | 1.665 | 1,77 |
