Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF eröffnet haben, gehören Allstate Corp, Capitolis Liquid Global Markets Llc, McCarthy Asset Management, Inc., Pecaut & Co., TRB Wealth Management, LLC, CVS HEALTH Corp, Northstar Advisory Group, LLC, Mariner Investment Group Llc, Gotham Asset Management, LLC, Cornerstone National Bank & Trust Co, Columbia Advisory Partners Llc, Tranquilli Financial Advisor LLC, Protective Life Corp, Action Point Financial Planning, Llc, Banque Transatlantique SA, Seeds Investor Llc, Clearview Wealth Management LLC, Creegan & Nassoura Financial Group, LLC, Segall Bryant & Hamill, Llc, und TritonPoint Partners, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Grand Central Investment Group | 13.955 | 9,43 | 1.106 | 8,86 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 1 | 0,00 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.442.893 | 8,89 | 193.648 | 8,26 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 4.733 | 0,28 | 375 | -0,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 177.992 | 96,30 | 14.109 | 95,17 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 23.815 | 1.888 | ||||||
| 2026-05-01 | 13F | Liquid Strategies, LLC | 729.360 | 15,47 | 57.816 | 14,80 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 9.552 | 7,51 | 757 | 6,92 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 178.381 | 34,61 | 14.222 | 34,27 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 282.167 | 9,40 | 22.367 | 8,77 | ||||
| 2026-05-11 | 13F | Loudon Investment Management, LLC | 14.474 | 14,04 | 1.147 | 13,45 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 882.235 | 1,33 | 69.935 | 0,75 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 231.429 | 11,36 | 18.345 | 10,72 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 9.893 | 17,59 | 784 | 17,01 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 20.099 | 1.593 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 4.617 | 0,39 | 366 | -0,27 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 10.457 | 33,70 | 829 | 32,91 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 43.441 | 20,60 | 3 | 50,00 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 855.072 | 5,81 | 67.782 | 5,20 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 239 | 19 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.283 | 498 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 9.188 | 1,30 | 728 | 0,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 843.308 | 3,02 | 66.849 | 2,43 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 84.493 | 3,79 | 6.698 | 3,19 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 43 | ||||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 6.472 | 513 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 72.396 | 2,28 | 5.739 | 1,68 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 3.232 | 256 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 60.759 | 4.816 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 25.580 | 2.027 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 193.599 | 12,53 | 15.347 | 11,88 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 175.282 | 116,71 | 13.895 | 115,48 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1.456.549 | 2,83 | 115.461 | 2,23 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 169.879 | 13.466 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.121.300 | 11,35 | 88.885 | 111.006,25 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 739.077 | 11,37 | 58.587 | 10,73 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 1.006.697 | 5,99 | 79.801 | 5,38 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 71.015 | 9,88 | 5.630 | 9,26 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 25.460 | 29,37 | 2.018 | 28,37 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 1.274.824 | 8,22 | 101.055 | 7,33 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 286.951 | 7,25 | 22.747 | 6,62 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 4.647 | 17,23 | 368 | 16,46 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 41.859 | 5,73 | 3.318 | 5,13 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.067 | 0,66 | 84 | 0,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.033 | 68,33 | 478 | 67,72 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 6.780 | 537 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 54.212 | 12,45 | 4.297 | 11,81 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.260.594 | 7,02 | 99.927 | 6,40 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 10.368 | 0,76 | 822 | 0,12 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 5.638 | 447 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 169.347 | 5,66 | 13.424 | 5,06 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 58 | 5 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1.384.362 | 1,61 | 109.738 | 1,02 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 13.640 | 0,16 | 1.081 | -0,37 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 41.030 | 14,00 | 3.243 | 13,00 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 58.155 | 5,28 | 4.610 | 4,58 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 8.338 | 5,99 | 661 | 5,26 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 11.314 | 34,20 | 897 | 33,33 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 4.734 | 378 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 149.717 | 3,56 | 11.868 | 2,97 | ||||
| 2026-04-08 | 13F | Exchange Bank | 19.302 | 10,76 | 1.530 | 10,15 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 27.502 | 16,72 | 2.180 | 16,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 30.281 | 4,59 | 2.400 | 3,99 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 5.071 | 0,10 | 402 | -0,50 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 45.787 | 207,42 | 3.629 | 205,73 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5.722 | 454 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 764 | 61 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 39.150 | 5,28 | 3 | 50,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 41.480 | 356,23 | 3.288 | 354,14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 29.913 | 24,30 | 2.371 | 23,62 | ||||
| 2026-04-13 | 13F | Gridiron Partners, LLC | 10.961 | 11,04 | 866 | 9,91 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 17.033 | 72,22 | 1.350 | 71,32 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 28.985 | 37,49 | 2.298 | 36,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 33.040 | 199,25 | 2.619 | 197,61 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 593.452 | 15,73 | 47.043 | 15,06 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 138.399 | 1,31 | 10.971 | 0,73 | ||||
| 2026-05-12 | 13F | Coyle Financial Counsel LLC | 316.139 | 4,48 | 25.060 | 3,88 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 157.455 | 7,14 | 12.481 | 6,53 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 705.675 | 6,63 | 55.939 | 6,01 | ||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 35.281 | 8,43 | 2.797 | 7,83 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 982 | 3,26 | 0 | |||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 5.283 | 23,23 | 419 | 22,58 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 129.776 | 9,86 | 10.290 | 9,26 | ||||
| 2026-02-13 | 13F | Barclays Plc | 633.761 | 3.278,08 | 50.530 | 3.270,85 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 248.956 | 8,54 | 19.735 | 7,91 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 13.508 | 2,77 | 1.071 | 2,20 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1.564 | 124 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 374.948 | 13,58 | 29.722 | 12,92 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 7.139 | 114,51 | 566 | 113,21 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 12.918 | 1.024 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 527 | 42 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 36.046 | 3,33 | 2.857 | 2,73 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 31.060 | 10,66 | 2.462 | 10,06 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 11.073 | 1,65 | 878 | 1,04 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 458 | 0,88 | 36 | 0,00 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 208.372 | 3,79 | 16.518 | 3,19 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 3.196 | 253 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 94.476 | 36,10 | 7.489 | 35,33 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 66.640 | 149,33 | 5.283 | 147,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 154.692 | 5,46 | 12.262 | 4,85 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 9.182 | 17,00 | 728 | 16,32 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 368.905 | 9,09 | 29.243 | 8,46 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 5.175 | 0,66 | 410 | 0,24 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 166.330 | 1,54 | 13.185 | 0,95 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 419.430 | 6,65 | 33.248 | 6,03 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 35.432 | 2,05 | 2.809 | 1,45 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 63.978 | 1,84 | 5.072 | 1,26 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5.879 | 20,40 | 466 | 19,49 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 177 | 14 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 477.022 | 2,41 | 37.814 | 1,82 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 18.152 | 1,92 | 1.439 | 1,34 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 5.139 | 407 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 100.350 | 7.932 | ||||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 52.735 | 0,70 | 4.180 | 0,12 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 16.580 | 0,98 | 1.314 | 0,38 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 27.985 | 6,52 | 2.218 | 5,92 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 297.165 | 14,00 | 23.625 | 13,58 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 286.180 | 60,67 | 22.686 | 59,74 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 16.077 | 0,61 | 1.274 | 0,00 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 204.881 | 5,32 | 16.241 | 4,64 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 7.549 | 0,12 | 598 | -0,50 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 5.062 | 2,55 | 401 | 2,04 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 22.400 | 2,49 | 1.776 | 1,89 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 14.761 | 1.170 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 286.873 | 5,54 | 22.740 | 4,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 53.315 | 32,92 | 4.251 | 32,56 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 263 | 292,54 | 21 | 320,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 34.996 | 361,08 | 2.774 | 358,51 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 14.153 | 1.125 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 45.978 | 3.634 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 424.054 | 2,58 | 33.615 | 1,98 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 138.456 | 1,18 | 10.975 | 0,60 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 5.352 | 0,64 | 424 | 0,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4.351 | 345 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 10.407 | 0,06 | 825 | -0,60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.223 | 138,18 | 334 | 136,17 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 104.143 | 76,19 | 8.255 | 75,19 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 91.699 | 30,81 | 7.269 | 30,04 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 17.353 | 39,80 | 1.376 | 39,03 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 61.104 | 3,13 | 4.844 | 2,54 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 924.881 | 4,76 | 68.780 | 2,23 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 66.475 | 4,09 | 5.254 | 3,20 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 156.828 | 7,05 | 12.432 | 6,44 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 335.478 | 26.748 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 39.547 | 12,00 | 3.135 | 11,33 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3.661 | 290 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 127.626 | 16,07 | 10.117 | 15,40 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 90.364 | 7.163 | ||||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 986.016 | 11,90 | 78.161 | 11,12 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 4.884 | 27,39 | 387 | 26,89 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 3.067 | 2,34 | 243 | 2,10 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 29.595 | 0,37 | 2.346 | -0,21 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 92.916 | 36,78 | 7.360 | 35,93 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7.798 | 11,43 | 618 | 10,95 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 10.060 | 158,68 | 797 | 157,10 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 159 | 13 | ||||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 60.560 | 0,71 | 4.801 | 0,13 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 14.530 | 3,48 | 1.152 | 2,86 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 8.193 | 7,31 | 649 | 6,74 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 570.255 | 2,93 | 45.204 | 2,34 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 254.465 | 4,62 | 20.171 | 4,02 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.696 | 0,85 | 295 | 0,68 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 97.710 | 12,30 | 7.746 | 11,65 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 91.179 | 4,84 | 7 | 16,67 | ||||
| 2026-05-15 | 13F | Nepc Llc | 6.065.567 | 5,24 | 480.817 | 4,64 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 140.978 | 14,98 | 11.175 | 14,32 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 10.525 | 2,59 | 834 | 1,96 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 8.793 | 697 | ||||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 940.481 | 6,91 | 74.552 | 6,29 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 2.550 | 7,37 | 202 | 6,88 | ||||
| 2026-04-22 | 13F | Vicus Capital | 43.337 | 3,75 | 3.435 | 3,15 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3.885 | 0,62 | 308 | 0,00 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 91.226 | 12,00 | 7.232 | 11,35 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 250 | 20 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 5.376 | 0,56 | 426 | 0,00 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3.623 | 287 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 5.963 | 473 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 20.840 | 4,24 | 1.652 | 3,58 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 5.538 | 439 | ||||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 226.101 | 2,51 | 17.923 | 1,88 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 412.032 | 1,72 | 32.662 | 1,13 | ||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 3.186 | 12,78 | 253 | 12,00 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 13.699 | 1.087 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 449.553 | 2,44 | 35.636 | 1,85 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1.432 | 377,33 | 114 | 391,30 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 206.502 | 22,82 | 16.369 | 22,11 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 28.802 | 112,03 | 2.283 | 110,80 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 24.750 | 2,82 | 1.956 | 1,93 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 35.794 | 33,63 | 2.837 | 32,88 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 14.698 | 89,58 | 1.164 | 82,45 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 18.788 | 30,65 | 1.489 | 29,93 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 11.715 | 14,07 | 929 | 13,45 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 32.807 | 1,57 | 2.601 | 0,97 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.637 | 3.797,62 | 130 | 4.200,00 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 37.341 | 15,22 | 2.968 | 14,82 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 186.907 | 2,55 | 14.816 | 1,96 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 308 | 450,00 | 24 | 500,00 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 34.798 | 2.758 | ||||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 73.573 | 6,49 | 5.828 | 5,93 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 48.434 | 1,87 | 3.839 | 1,29 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 263 | 0,77 | 21 | 0,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 34 | 3 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.971 | 1,12 | 236 | 0,43 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 38.047 | 225,74 | 3.016 | 223,85 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 39.363 | 58,80 | 3.120 | 57,89 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 13.434 | 1,60 | 1.065 | 0,95 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 522 | 42 | ||||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 10.960 | 869 | ||||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 459.757 | 3,32 | 36.445 | 2,72 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.549 | 165,49 | 914 | 163,40 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 123.636 | 3,12 | 9.801 | 2,52 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 26.270 | 5,88 | 2.082 | 5,26 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 678.330 | 3,61 | 53.771 | 3,01 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2.682 | 213 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 25.694 | 2.037 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 52.978 | 3,89 | 4.200 | 3,30 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 10.850 | 860 | ||||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 51.241 | 722,36 | 4.062 | 718,75 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 161 | 13 | ||||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 10.000 | 793 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 120.000 | 9.512 | ||||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 143.221 | 0,96 | 11.353 | 0,39 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32.600 | 1,32 | 2.584 | 0,74 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 6 | 0 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 433 | 34 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 196.555 | 1,51 | 15.581 | 0,92 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 26.709 | 0,81 | 2.117 | 0,24 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 686 | 85,91 | 54 | 86,21 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7.599 | 602 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 36.595 | 5,89 | 2.901 | 5,26 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 20.394.182 | 4,98 | 1.616.647 | 4,38 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.003 | 7,83 | 793 | 7,31 | ||||
| 2026-04-24 | 13F | Whelan Financial | 222.941 | 2,01 | 17.673 | 1,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 559.719 | 824,09 | 44 | 1.000,00 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 46.435 | 16,64 | 3.681 | 15,94 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 21.830 | 0,68 | 1.730 | 0,12 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 73.713 | 3,74 | 5.843 | 3,14 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 183.249 | 2,01 | 14.610 | 2,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 56.992 | 7,43 | 4.518 | 6,81 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.056 | 3,10 | 322 | 2,56 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 18.504 | 1,08 | 1.467 | 0,48 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 3.250 | 1,63 | 258 | 1,18 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 23.913 | 0,68 | 1.896 | 0,11 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 19.360 | 8,40 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 135.104 | 39,39 | 10.659 | 37,93 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.120 | 89 | ||||||
| 2026-04-28 | 13F | Harbour Trust & Investment Management Co | 99.061 | 1,33 | 7.853 | 0,74 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 23.402 | 1,06 | 1.855 | 0,49 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 412 | 0,73 | 33 | 0,00 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 7 | 250,00 | 1 | |||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 50.761 | 4,45 | 4.024 | 3,85 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 182 | 16,67 | 14 | 16,67 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 17.758 | 86,30 | 1.408 | 85,38 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 14.235 | 80,65 | 1.128 | 79,62 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 9.905 | 14,44 | 785 | 13,77 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 632.894 | 4,23 | 50.170 | 3,63 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 15.524 | 1.231 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 4.821 | 77,57 | 382 | 76,85 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 66.670 | 4,21 | 5.285 | 3,61 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 145.883 | 4,97 | 11.564 | 4,37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 103.252 | 76,68 | 8.229 | 76,60 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 44.528 | 22,70 | 3.527 | 22,04 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 57.210 | 1,99 | 4.535 | 1,41 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 4.860 | 385 | ||||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 16.859 | 0,04 | 1.336 | -0,52 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 3.795 | 12,38 | 301 | 11,52 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 229.931 | 2,91 | 18.174 | 2,02 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 173.413 | 2,58 | 13.746 | 1,99 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 30.449 | 54,43 | 2.414 | 53,50 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 43.777 | 55,70 | 3.470 | 54,84 | ||||
| 2026-05-14 | 13F | Bakala Capital Management LLC | 20.903 | 0,72 | 1.657 | 0,12 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 226.444 | 2,39 | 17.950 | 1,80 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4.126 | 0,02 | 327 | -0,30 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 17.907 | 1,17 | 1.419 | 0,57 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 4.742 | 23,97 | 376 | 23,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 88.070 | 213,16 | 6.957 | 210,30 | ||||
| 2026-04-21 | 13F | Ramiah Investment Group | 19.244 | 1,31 | 1.525 | 0,73 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 1.067.723 | 10,30 | 84.638 | 9,66 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 102.868 | 25,07 | 8.154 | 24,36 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 728 | 522,22 | 57 | 533,33 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 263.105 | 19,12 | 20.856 | 18,43 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 19.753 | 1.566 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 421.814 | 5,04 | 33.437 | 4,44 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 33.786 | 25,05 | 2.678 | 24,33 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 215.895 | 111,77 | 17.115 | 110,53 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 348.479 | 2,83 | 27.624 | 2,24 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 2.727 | 0,15 | 216 | -0,46 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 137.317 | 2,83 | 10.885 | 2,24 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9.461 | 11,36 | 750 | 10,64 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 12.429 | 21,64 | 985 | 21,01 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 5.884 | 466 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.677 | 74,49 | 846 | 73,72 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 137.735 | 10,52 | 10.918 | 9,88 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 216.101 | 17,46 | 17.130 | 16,78 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 8.952 | 0,19 | 710 | -0,42 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.060 | 84 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 533 | 42 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 846.634 | 3,09 | 67.113 | 2,49 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.544 | 419,87 | 122 | 430,43 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 192.025 | 5,79 | 15.222 | 5,18 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 3.330 | 1.824,86 | 264 | 1.923,08 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.076.143 | 4,25 | 85.306 | 3,65 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 286.402 | 6,62 | 22.703 | 6,01 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 52.038 | 16,16 | 4.125 | 15,51 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 66.828 | 22,69 | 5.297 | 21,97 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 7.163 | 0,72 | 568 | 0,00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 57.425 | 14,80 | 4.518 | 13,29 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 18.395 | 0,68 | 1.458 | 0,14 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.032 | 2,22 | 478 | 1,70 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 1.000 | 79 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 0 | 0 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 544.670 | 3,37 | 43.176 | 2,77 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 38.399 | 3.044 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 210.476 | 1,30 | 16.684 | 0,72 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 48.134 | 22,84 | 3.816 | 22,00 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 7.532 | 66,78 | 597 | 65,83 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.939 | 0,20 | 234 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 30.658 | 2,59 | 2.430 | 2,02 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 105.611 | 19,01 | 8.372 | 18,32 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 246.616 | 107,42 | 19.549 | 106,23 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 3.315 | 263 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 32.079 | 1,06 | 2.543 | 0,47 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 194.884 | 10,81 | 15.448 | 10,17 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 410.000 | 7,16 | 32.501 | 6,54 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 96.771 | 7.672 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 4.649 | 62,78 | 369 | 62,11 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 3.300 | 0,61 | 262 | 0,00 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 6.422 | 509 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.345 | 107 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 241.067 | 146,22 | 19.109 | 144,80 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 5.862 | 61,71 | 465 | 60,55 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 415.166 | 1,11 | 32.910 | 0,53 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 135.838 | 19,78 | 10.768 | 19,09 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 7.798 | 10,06 | 618 | 9,57 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 181 | 25,69 | 0 | |||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 81.646 | 6,00 | 6.472 | 5,39 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 327.775 | 8,71 | 25.983 | 8,08 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 64.082 | 10,38 | 5.080 | 9,75 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.472.895 | 116.756 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16.190 | 0,11 | 1.283 | -0,47 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 44.238 | 28,71 | 3.507 | 175.200,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 47.010 | 3.726 | ||||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 24.060 | 7,12 | 1.907 | 6,54 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 93.003 | 8,31 | 7.372 | 7,68 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.870.519 | 2,05 | 306.816 | 1,46 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 937 | 74 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 156.565 | 285,15 | 12.411 | 282,91 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.675.562 | 6,54 | 291.362 | 5,93 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 9.305 | 7,10 | 738 | 6,50 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 579.894 | 0,59 | 45.968 | 0,01 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 15.443 | 0,75 | 1.224 | 0,16 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 626.996 | 2,98 | 49.702 | 2,39 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 62.630 | 26,45 | 4.965 | 165.366,67 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 37.343 | 11,63 | 2.960 | 10,99 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 8.238 | 0,41 | 653 | -0,15 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 431.209 | 2,02 | 34.182 | 1,42 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 130.324 | 2,11 | 10.331 | 1,51 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 274.786 | 4,78 | 21.782 | 4,18 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 12.934 | 0,02 | 1.025 | -0,58 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 21.974 | 47,68 | 1.742 | 46,80 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 22.843 | 1,97 | 1.811 | 1,34 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 28.948 | 16,42 | 2.295 | 15,74 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 17.485 | 42,90 | 1.386 | 42,15 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 28.234 | 40,13 | 2.238 | 39,35 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 191.810 | 0,14 | 15.205 | -0,44 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 146.611 | 2,90 | 11.622 | 2,31 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.325.250 | 7,97 | 105.053 | 7,35 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 50.361 | 3,50 | 3.992 | 2,91 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 758 | 60 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 3.457 | 274 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.621 | 52,65 | 208 | 52,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.722.881 | 1,25 | 136.573 | 0,66 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 43.657 | 3.461 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 16.250 | 6,50 | 1.288 | 5,92 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 30.394 | 9,80 | 2.409 | 9,20 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 6.081 | 81,52 | 482 | 80,52 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 31.241 | 2.469 | ||||||
| 2026-04-08 | 13F | IMZ Advisory Inc | 119.518 | 3,93 | 9.474 | 3,33 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 80.643 | 9,32 | 6 | 20,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4.742.634 | 44,35 | 375.949 | 43,51 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 152.082 | 9,93 | 12.056 | 9,29 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 31.655 | 12,19 | 2.509 | 11,56 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 12.287 | 4,07 | 974 | 3,51 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 16.722 | 0,13 | 1.322 | -1,12 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 3.452 | 274 | ||||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 55.918 | 1.558,80 | 4.433 | 1.553,73 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 12.174 | 0,62 | 965 | 0,10 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 111.871 | 11,15 | 8.868 | 10,50 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10.905 | 5,24 | 864 | 4,60 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 13.053 | 77,40 | 1.035 | 76,45 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 64.266 | 1,97 | 5.094 | 1,39 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 421.118 | 100,00 | 33.639 | 100,00 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14.959 | 1.186 | ||||||
| 2026-04-23 | 13F | American National Bank | 20.314 | 13,15 | 1.610 | 12,51 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2.133 | 0,99 | 169 | 0,60 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 143.076 | 7,69 | 11.342 | 7,07 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 7.193 | 17,48 | 570 | 16,60 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 15.497 | 1.231 | ||||||
| 2026-05-12 | 13F | Alerus Financial Na | 272.285 | 7,41 | 21.584 | 6,79 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 62.320 | 114,33 | 4.940 | 113,11 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 614 | 613,95 | 49 | 700,00 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 18.811 | 318,49 | 1.491 | 316,48 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 6.188 | 3,37 | 490 | 2,73 | ||||
| 2026-04-24 | 13F | Palouse Capital Management, Inc. | 1.813 | 45,16 | 144 | 44,44 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 14.552 | 4,52 | 1.154 | 3,87 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 3.170 | 5,32 | 251 | 5,02 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.738.923 | 12,75 | 217.114 | 12,10 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 386.801 | 9,64 | 30.662 | 9,01 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 13.060 | 3,95 | 1.035 | 3,40 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 111.615 | 22,41 | 8.848 | 21,69 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 576 | 689,04 | 46 | 800,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 5 | 0 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 16.857 | 2,80 | 1.336 | 2,22 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 7.538 | 18,39 | 598 | 17,75 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 67.833 | 5.377 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 301 | 24 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5.355 | 12,38 | 424 | 11,87 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 61.938 | 37,93 | 4.910 | 37,12 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 18.232 | 1,91 | 1.445 | 1,33 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 288.155 | 2,10 | 22.842 | 1,51 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 1.785.348 | 8,97 | 142 | 8,46 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 23.960 | 27,20 | 1.899 | 26,52 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 23.687 | 0,93 | 1.878 | 0,32 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 2.833 | 11,19 | 225 | 10,34 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 61.400 | 63,30 | 4.867 | 62,40 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 36 | 0,00 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.030 | 3.333,33 | 82 | 3.950,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 106.796 | 6,58 | 8.466 | 5,96 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 19.031 | 4,53 | 1.509 | 3,93 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 250.000 | 19.818 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 92 | 7 | ||||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 104.185 | 8.259 | ||||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 288.775 | 2,13 | 22.891 | 1,54 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 1.667 | 132 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 18.264 | 5,65 | 1.448 | 5,01 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 46.875 | 10,65 | 3.716 | 10,01 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.390.126 | 14,40 | 110.196 | 13,74 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 34.329 | 4,44 | 2.721 | 3,85 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 25.461 | 11,18 | 2.018 | 10,58 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 65.784 | 1,66 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 12.216 | 7,20 | 968 | 6,61 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2.716 | 1,42 | 215 | 0,47 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 3.187 | 253 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 3.949 | 0,18 | 313 | -0,32 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 31.810 | 12,49 | 2.536 | 12,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 53.295 | 6,04 | 4.225 | 5,42 | ||||
| 2026-05-07 | 13F | Seizert Capital Partners, Llc | 5.848 | 0,72 | 464 | 0,22 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 34.917 | 2,37 | 2.768 | 1,77 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 20.637 | 17,47 | 1.636 | 16,79 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1.622 | 44,56 | 129 | 43,82 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.628 | 0,17 | 367 | -0,54 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3.719 | 295 | ||||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 18.399 | 0,61 | 1.458 | 0,00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 47.199 | 84,81 | 3.728 | 83,10 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 13.923 | 1.110 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 33.308 | 7,39 | 2.640 | 6,80 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 24.568 | 0,09 | 1.948 | -0,51 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 1.442 | 114 | ||||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 12.581 | 20,19 | 997 | 19,54 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 157.576 | 0,23 | 12.491 | -0,34 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 5.693 | 451 | -19,32 | |||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 18.620 | 4,20 | 1.476 | 3,65 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 27.407 | 81,62 | 2.173 | 80,55 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.325.119 | 13,25 | 263.582 | 12,59 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 2.756 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3.700 | 293 | |||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 16.094 | 23,15 | 1.276 | 22,48 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 12.970 | 29,64 | 1.028 | 28,98 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 9.597 | 65,92 | 761 | 64,86 | ||||
| 2026-05-11 | 13F | Allstate Corp | 12.616.300 | 1.000.094 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 415.439 | 5,42 | 33 | 3,23 | ||||
| 2026-04-24 | 13F | United Community Bank | 3.044 | 241 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 29.539 | 146,94 | 2.342 | 145,65 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3.299 | 0,70 | 262 | 0,00 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 400.080 | 3,80 | 31.714 | 3,21 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2.961 | 0,71 | 235 | 0,00 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 290.503 | 6,21 | 22.961 | 5,29 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.809 | 462,63 | 302 | 467,92 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2.806 | 222 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 2.600 | 206 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 272.160 | 13,99 | 21.574 | 13,33 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 127.680 | 3,72 | 10.121 | 3,13 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1.388 | 2,89 | 110 | 2,80 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 7.146 | 1,97 | 566 | 1,43 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 4.741 | 0,04 | 376 | -0,53 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 346 | 27 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.118 | 0,68 | 247 | 0,41 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 2.649 | 210 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 13.099 | -0,76 | ||||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 53.835 | 7,43 | 4 | 33,33 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 225.318 | 10,03 | 17.861 | 9,39 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 182.355 | 3,96 | 14.455 | 3,36 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 6.474 | 19,93 | 513 | 19,30 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 4.215 | 24,34 | 334 | 23,70 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 11.139 | 20,19 | 883 | 19,51 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 12.882 | 6,92 | 1.021 | 6,35 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 69.346 | 34,59 | 5.497 | 33,84 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96.859 | 2,46 | 7.678 | 1,87 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 25.419 | 1,95 | 2.015 | 1,36 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.790.868 | 4,55 | 221.905 | 4,25 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 2.982 | 4,52 | 0 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 92.324 | 5,00 | 7.319 | 4,39 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 172.649 | 18,87 | 13.686 | 18,19 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 6.576 | 76,82 | 521 | 76,01 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 102.705 | 6,26 | 8.141 | 5,64 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 383.662 | 4,85 | 30.413 | 4,24 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 2.648 | 5,00 | 210 | 3,98 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 2.994 | 7,35 | 237 | 6,76 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 87.595 | 4,54 | 6.944 | 3,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 5.907.209 | 10,13 | 468.264 | 9,49 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 16.823 | 6,10 | 1.334 | 5,46 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 6.708 | 532 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2.703 | 214 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 6.888 | 5,63 | 546 | 5,01 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33.824 | 143,62 | 2.681 | 142,19 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 10.754 | 0,02 | 852 | -0,58 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 26.110 | 152,00 | 2.070 | 150,48 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 16.904 | 1,47 | 1.340 | 0,90 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 27.178 | 0,57 | 2.154 | 0,00 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 18.248 | 1,19 | 1.447 | 0,63 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.858 | 306 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.790.600 | 2,77 | 141.941 | 2,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 182.407 | 160,94 | 14.459 | 159,45 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 4.131 | 17,16 | 327 | 16,37 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 5.110 | -8,05 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 73.468 | 1.263,80 | 5.824 | 1.257,34 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 16.270 | 3,16 | 1.290 | 2,55 | ||||
| 2026-04-10 | 13F | HT Partners LLC | 12.134 | 0,80 | 962 | 0,21 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 257.157 | 4,39 | 20.385 | 3,79 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 185.081 | 18,80 | 14.671 | 18,11 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 4.308 | 0,54 | 342 | -0,29 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.098 | 10,73 | 1.118 | 10,05 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 61.496 | 13,65 | 4.875 | 12,98 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 12.329 | 1,65 | 977 | 1,03 | ||||
| 2026-05-04 | 13F | V2 Financial group LLC | 48.033 | 389,78 | 3.808 | 387,45 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 139.163 | 1,49 | 11.031 | 0,91 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 182.600 | 2,50 | 14.475 | 1,91 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 4.034 | 320 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 7.039 | 13,72 | 558 | 12,98 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 29.904 | 9,11 | 2.370 | 8,47 | ||||
| 2026-05-06 | 13F | Goodman Financial Corp | 439.942 | 11,29 | 34.874 | 10,65 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 131.123 | 52,90 | 10.394 | 52,03 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 904 | 5.926,67 | 72 | 7.000,00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 8.413 | 0,56 | 667 | -0,15 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 26.941 | 2,57 | 2.134 | 1,86 | ||||
| 2026-05-01 | 13F | American Trust | 2.713 | 215 | ||||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 66.838 | 11,51 | 5.298 | 10,86 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 3.597 | 21,93 | 285 | 21,28 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 0 | 0 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 35.017 | 3,96 | 2.776 | 3,35 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 960.551 | 0,01 | 76 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 707 | 56 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 799.474 | 9,31 | 63.374 | 8,68 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 309.836 | 24.561 | ||||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 26.099 | 3,26 | 2.069 | 2,63 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 178.643 | 18,59 | 14.161 | 17,91 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 113.606 | 3.240,37 | 9.006 | -0,68 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 25.625 | 2.031 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 21.259 | 16,65 | 1.685 | 15,97 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 39.943 | 2,89 | 3.166 | 2,29 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 21.722 | 3,06 | 1.769 | 5,24 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.191 | 2,27 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 102 | 10,87 | 8 | 14,29 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 24.011 | 50,31 | 1.903 | 49,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 68.244 | 8,25 | 5.410 | 7,62 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 116 | 9 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 156.258 | 8,60 | 12.380 | 7,91 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 225.236 | 74,42 | 17.854 | 73,41 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 176.181 | 2,48 | 13.966 | 1,88 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 40.994 | 4,18 | 3.250 | 3,57 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 7.249 | 8,49 | 575 | 7,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 29.705 | 4.073 | -31,65 | |||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 67.588 | 3,56 | 5.358 | 2,96 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3.201 | 254 | ||||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 16.320 | 1.301 | ||||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 28.421 | 4,09 | 2.253 | 3,49 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 8.212 | 0,05 | 651 | -0,61 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 16.774 | 25,54 | 1.330 | 24,79 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 432.018 | 5,95 | 34.246 | 5,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 309.853 | 10,02 | 24.562 | 9,39 | ||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 5.250 | 0,11 | 416 | -0,48 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 87.333 | 29,92 | 6.923 | 29,17 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 6.575 | 1,92 | 521 | 1,36 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 200 | 16 | ||||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 2.559 | 203 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 52.530 | 8,55 | 4.164 | 7,93 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 9.493 | 0,37 | 753 | -0,27 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.028 | 319 | ||||||
| 2026-04-24 | 13F | Bayban | 320 | 25 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.816 | 0,69 | 382 | 0,00 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 106.655 | 112,64 | 8.455 | 111,40 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 122.960 | 4,68 | 9.747 | 4,08 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 121.696 | 100,31 | 9.647 | 99,17 | ||||
| 2026-05-06 | 13F | Palladiem, Llc | 26.501 | 0,47 | 2.101 | -0,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.526 | 5,03 | 279 | 4,12 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 12.714 | 36,62 | 1.008 | 35,71 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 4.169 | 0,77 | 330 | 0,30 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422.846 | 0,99 | 33.519 | 0,40 | ||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 52.716 | 1,97 | 4.179 | 1,38 | ||||
| 2026-04-21 | 13F | Creekside Partners | 14.769 | 0,21 | 1.171 | -0,43 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 18.745 | 0,01 | 1.486 | -0,80 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 12.999 | 1.031 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 3.156 | 1,32 | 250 | 0,81 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 184.249 | 2,65 | 14.605 | 2,06 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 1.050.454 | 2,38 | 83.269 | 1,79 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 123.709 | 4,36 | 9.806 | 3,77 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.046 | 0,24 | 161 | -1,23 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 915 | 73 | ||||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 66.362 | 6,46 | 5.260 | 5,86 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 17.070 | 19,55 | 1.353 | 19,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 159.669 | 1,56 | 12.657 | 0,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 28.118 | 0,42 | 2.229 | -0,18 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4.213 | 334 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.570 | -0,58 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 6.798 | 257,23 | 539 | 256,29 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 182.297 | 5.818,73 | 14.451 | 5.797,96 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 1.233 | 98 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 21.242 | 12,94 | 1.684 | 12,27 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 325.159 | 4,87 | 25.775 | 4,27 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 15.956 | 19,50 | 1.265 | 18,80 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 449.262 | 1,70 | 35.613 | 1,11 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 14.706 | 0,34 | 1.166 | -0,26 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 46.339 | 2,42 | 3.673 | 1,83 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 108.089 | 6,69 | 8.568 | 6,08 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 14.201 | 0,65 | 1.126 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3.764 | 297 | ||||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 307.799 | 3,94 | 24.399 | 3,35 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3.037 | 1,61 | 241 | 0,84 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 171.426 | 6,59 | 13.589 | 5,97 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 3.030 | 240 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 463.552 | 1,56 | 36.746 | 0,98 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 26.201 | 4,40 | 2.077 | 3,80 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 6.209 | 0,15 | 492 | -0,40 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 424.536 | 3,47 | 34 | 3,13 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 3.956 | 314 | ||||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 53.985 | 1,47 | 4.279 | 0,87 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.835 | 24,81 | 463 | 24,19 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 415.168 | 8,49 | 32.910 | 7,87 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 110.676 | 0,46 | 8.773 | -0,13 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.372.055 | 29,03 | 108.447 | 27,92 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 943.634 | 11,05 | 74.802 | 10,41 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 3.297 | 255 | ||||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 2.902 | 3,98 | 230 | 3,60 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 72.337 | 0,12 | 5.734 | -0,45 | ||||
| 2026-04-09 | 13F | Platt Investment Counsel, LLC | 142.898 | 3,61 | 11.328 | 3,01 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 1.296.479 | 11,46 | 102.772 | 10,81 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 297.741 | 3,20 | 23.602 | 2,60 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 91.938 | 20,75 | 7.290 | 19,92 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 33.662 | 0,61 | 2.668 | 0,04 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 41.328 | 117,07 | 3.273 | 115,75 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4.233 | 336 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 34 | 3 | ||||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 107.298 | 1,01 | 8.506 | 0,44 | ||||
| 2026-05-06 | 13F | Tandem Wealth Advisors LLC | 266.100 | 45,11 | 21.094 | 44,30 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.979 | 28,76 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.801.473 | 11,41 | 301.343 | 10,77 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 260.813 | 69,92 | 20.675 | 68,95 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 3.171 | 0,70 | 251 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.395.550 | 6,93 | 586.245 | 6,31 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 10.803 | 74,50 | 856 | 73,63 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 1.044.395 | 5,22 | 82.789 | 4,61 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 38.075 | 22,98 | 3.018 | 22,29 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 376.495 | 132,09 | 29.845 | 130,76 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 104.999 | 11,32 | 8.323 | 10,68 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 551 | 0,73 | 44 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 11.017 | 13,98 | 873 | 13,38 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 4.141 | 2,45 | 328 | 1,86 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 861.445 | 5,12 | 68.287 | 4,51 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 833.855 | 6,84 | 66.100 | 6,22 | ||||
| 2026-05-01 | 13F | Marks Wealth, LLC | 547.376 | 33,12 | 43.390 | 32,36 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 320.527 | 3,60 | 25.408 | 3,00 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 39.184 | 26,93 | 3.106 | 26,21 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 555.117 | 44.004 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 904 | 332,54 | 72 | 343,75 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 306.891 | 1,57 | 24.327 | 0,98 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 46.738 | 83,10 | 3.705 | 82,01 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 642.411 | 0,00 | 50.924 | -0,58 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 99.053 | 10,62 | 7.852 | 9,97 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 486 | 0 | ||||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 146.557 | 509,33 | 11.584 | 503,60 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 209.981 | 33,57 | 16.645 | 32,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 75.626.302 | 6,14 | 5.994.897 | 5,53 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 13.277 | 3,50 | 1.052 | 2,94 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 3.297 | 0,58 | 261 | 0,00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 33.657 | 7,74 | 2.660 | 6,83 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 443.111 | 9,20 | 35.125 | 8,57 | ||||
| 2026-04-20 | 13F | City State Bank | 13.980 | 23,50 | 1.108 | 22,84 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 56.428 | 9,44 | 4.473 | 8,81 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 14.774 | 3,95 | 1.167 | 2,91 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3.646 | 3,20 | 289 | 2,85 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 3.220 | 255 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 6.297 | 14,06 | 499 | 13,41 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 60.258 | 41,34 | 4.777 | 40,51 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 339.670 | 3,91 | 26.926 | 3,30 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3.903 | 0 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.619 | 6,62 | 445 | 5,95 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 21.568 | 1,81 | 1.710 | 1,18 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 32.521 | 102,62 | 2.578 | 101,49 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.355.733 | 42,62 | 108.093 | 42,26 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 20.419 | 172,54 | 2 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 40.304 | 38,75 | 3.186 | 37,58 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 5.298 | 420 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 0 | 0 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 59.439 | 9,22 | 4.712 | 8,57 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 193 | 0,52 | 15 | 0,00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 935 | 38,93 | 74 | 39,62 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 4.071 | 323 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 8.029 | 0,10 | 636 | -0,47 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.530 | 76,06 | 676 | 75,13 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 290.328 | 13,02 | 23.014 | 12,37 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 894.451 | 72,50 | 70.903 | 71,50 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 3.160 | 251 | ||||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 2.195.726 | 10,90 | 173.211 | 9,50 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 73.529 | 6,35 | 5.811 | 5,27 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 10.796 | 3,47 | 856 | 2,89 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 23.721 | 51,64 | 1.880 | 50,76 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 36.068 | 2,47 | 2.859 | 1,89 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 911 | 0,11 | 72 | 0,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 5.053 | 25,92 | 401 | 25,39 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 14.103 | 114,46 | 1.118 | 113,17 | ||||
| 2026-04-30 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 38.437 | 5,13 | 3.047 | 4,53 | ||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 7.614 | 16,26 | 604 | 15,52 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 644.100 | 51.058 | ||||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 52.321 | 4.147 | ||||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 8.094 | 1 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 98.185 | 2.861,84 | 7.783 | 2.848,11 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 120.640 | 3,85 | 9.563 | 3,25 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 5.289 | 8,34 | 419 | 7,71 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 9.404 | 0,69 | 745 | 0,13 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 8.523 | 2,70 | 676 | 2,12 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 150.850 | 0,24 | 11.958 | -0,34 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 312.859 | 3,55 | 24.800 | 2,96 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 9.060 | 0,22 | 718 | -0,28 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 685.785 | 51,29 | 54.414 | 50,58 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 444.194 | 4,21 | 35.211 | 3,50 | ||||
| 2026-04-07 | 13F | Eastern Bank | 16.576 | 1,13 | 1.314 | 0,54 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 112.624 | 39,09 | 8.928 | 38,30 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 69.894 | 3,12 | 5.541 | 2,52 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 64.847 | 12,39 | 5.140 | 11,74 | ||||
| 2026-05-08 | 13F | Guardian Wealth Management, Inc. | 55.373 | 20,28 | 4.389 | 19,59 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 7.573 | 0,40 | 600 | -0,17 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 13.271 | 5,82 | 1.052 | 5,31 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 30.965 | 2.455 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 120 | 10 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 275 | 22 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 6.133 | 7,43 | 486 | 6,81 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.834.392 | 5,31 | 224.682 | 4,71 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 158.023 | 199,57 | 12.526 | 197,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 56.172 | 20,53 | 4.453 | 19,84 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 7.982 | 2,62 | 633 | 1,94 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 18.953 | 48,23 | 1.502 | 47,40 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.120 | 2.185,71 | 89 | 2.833,33 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 61.065 | 3,00 | 4.841 | 2,41 | ||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 39.844 | 248,99 | 3.158 | 247,03 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 3.472 | 1.618,81 | 275 | 1.618,75 | ||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 84.599 | 0,78 | 6.715 | 0,15 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 165.418 | 6,75 | 13.113 | 6,13 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 236 | 19 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 58.807 | 48,19 | 4.662 | 47,36 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 26.527 | 2.103 | ||||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 109.507 | 2,18 | 8.681 | 1,59 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 19.540 | 16,41 | 1.558 | 16,11 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 41.543 | 3,05 | 3.293 | 2,46 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 4.008 | 5,20 | 318 | 4,62 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 2.994 | 7,12 | 237 | 6,76 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 323.656 | 54.023,08 | 25.656 | 54.487,23 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 304 | 24 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 106.511 | 52,05 | 8.443 | 51,04 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 4.675 | 0,73 | 371 | 0,00 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 8.021 | 3,71 | 636 | 3,08 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 16.328 | 57,11 | 1.294 | 56,28 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 9.499 | 9,56 | 753 | 8,83 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 24.919 | 2,18 | 1.975 | 1,59 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 13.281 | 3,90 | 1.053 | 3,24 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 184 | 15 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.266.555 | 3,55 | 417.480 | 2,95 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 145.141 | 3,33 | 11.505 | 2,73 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 7.442 | 40,81 | 590 | 39,90 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 182.830 | 2,48 | 14.493 | 1,88 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 855 | 0,47 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 55.321 | 11,81 | 4.385 | 11,18 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 0 | 0 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 43.826 | 8,17 | 3.474 | 7,55 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 83.686 | 22,81 | 6.634 | 22,09 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 59.644 | 4,59 | 4.728 | 4,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 0 | 0 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 234.131 | 2,30 | 18.560 | 1,70 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 13.290 | 3,92 | 1.053 | 3,34 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 207 | 16 | ||||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 25.314 | 1,50 | 2.007 | 0,91 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 282.602 | 11,29 | 22.402 | 10,65 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 93.971 | 1,86 | 7.449 | 1,28 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 68.346 | 15,58 | 5.418 | 14,91 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 20.474 | 0,27 | 1.623 | -0,31 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 54.084 | 6,31 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 4.739 | 4,98 | 376 | 4,46 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 36.842 | 1,51 | 2.921 | 0,93 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 937 | 15,54 | 75 | 15,63 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 21.680 | 1.722 | ||||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 4.133 | 18,63 | 328 | 18,05 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 38.095 | 11,32 | 3.020 | 10,67 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.786 | 0,11 | 141 | -0,70 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 42.535 | 2,99 | 3.372 | 2,40 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 156.968 | 6,41 | 12.443 | 5,80 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 61.333 | 24,76 | 4.862 | 24,04 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 26.761 | 2,61 | 2.121 | 1,97 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2.527 | 200 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 68.056 | 355,80 | 5.395 | 353,28 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1.085 | 18,34 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 29.748 | 3,31 | 2.358 | 2,75 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 46.176 | 18,98 | 3.660 | 18,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 33 | 3 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 193.438 | 0,39 | 15.334 | -0,19 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 381.759 | 7,54 | 30.262 | 6,92 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 1.451.149 | 24,38 | 115.033 | 23,45 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 94.353 | 8,97 | 7.479 | 8,34 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 35.931 | 179,49 | 2.848 | 177,85 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.651 | 131 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 55.601 | 19,50 | 4.407 | 18,82 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 275.973 | 120,06 | 21.876 | 118,80 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 120.791 | 11,19 | 9.575 | 10,55 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 29.077 | 185,35 | 2.305 | 183,74 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.530.582 | 19,28 | 596.949 | 18,59 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 7.638 | 605 | ||||||
| 2026-04-13 | 13F | TL Private Wealth | 214.503 | 0,87 | 16.989 | 0,16 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 907.202 | 10,29 | 71.922 | 9,65 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 235.450 | 9,07 | 18.664 | 8,45 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 4.578 | 57,37 | 363 | 56,71 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 29.569 | 2.344 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 39.326 | 28,40 | 3.117 | 27,69 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 122.189 | 145,64 | 9.686 | 144,20 | ||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 398.835 | 2,32 | 31.616 | 1,73 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 39.397 | 4,39 | 3.123 | 3,79 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 548.106 | 7,44 | 43.448 | 6,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 26.387 | 64,03 | 2.092 | 63,10 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 10.327 | 109,01 | 818 | 107,89 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3.671 | 291 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 267.260 | 2,95 | 21.186 | 2,41 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 5.960 | 0,46 | 472 | -0,21 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 127.091 | 0,60 | 10.075 | 0,02 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 144.692 | 262,11 | 11.470 | 260,09 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11.567 | 7,06 | 917 | 6,39 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 777.684 | 13,52 | 61.647 | 12,87 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 13.460 | 0,56 | 1.068 | -0,09 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.957 | 710 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 262.280 | 4.591,95 | 20.791 | 4.571,91 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 316.533 | 2,63 | 25.092 | 2,04 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 40.206 | 61,94 | 3.187 | 60,99 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 243.719 | 11,27 | 19.320 | 10,62 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 7.521 | 64,90 | 596 | 64,19 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 0 | 0 | ||||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 3.087 | 11,40 | 0 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.171.325 | 0,63 | 172.087 | 0,03 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 57.987 | 1,00 | 4.597 | 0,42 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 507.562 | 3,02 | 40.234 | 2,43 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 115.279 | 0,36 | 9.138 | -0,22 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 125.984 | 5,25 | 9.987 | 4,64 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 694.996 | 9,74 | 55.092 | 9,11 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 3.875 | 6,43 | 307 | 5,86 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 116.984 | 913,02 | 9.273 | 907,93 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 187.802 | 1,66 | 14.887 | 1,08 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 6.667 | 6,77 | 528 | 6,24 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 3.507 | 11,62 | 278 | 11,20 | ||||
| 2026-05-06 | 13F | Anb Bank | 10.460 | 19,75 | 829 | 19,11 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1.208 | 6,15 | 96 | 5,56 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 6.607 | 524 |
