VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
US ˙ ARCA ˙ US9219088443

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF eröffnet haben, gehören Vanguard Global Advisers, LLC, Gerald Baker Financial Group LLC, Vanguard National Trust Co, Dala Group, LLC, Diana Davis Spencer Foundation, Vanguard Advisers Inc, Madson Wealth Advisors Inc, Wealth Care LLC, Strategic Financial Group, LLC, Aznar Financial Advisors, LLC, LightSquare Wealth Management, LLC, Investment Management Trust, LLC, Tiaa-cref Individual & Institutional Services, Llc, Junk Investment Group, LLC, Financial Solutions Advisory Group, Inc., Awm Capital, Llc, Nicolet Bankshares Inc, Tower Bridge Advisors, Clear Wave Wealth Management Llc, und GFS Advisors, 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.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2026-04-28 13F Berger Financial Group, Inc 7.363 18,76 1.583 16,23
2026-05-13 13F Elm Partners Management LLC 7.223 59,77 1.522 53,17
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 326.377 2,70 70.191 0,49
2026-05-14 13F JHP Wealth Management, LLC 2.172 0,42 467 -1,68
2026-04-28 13F Fortitude Advisory Group L.L.C. 7.598 14,89 1.634 12,46
2026-05-15 13F Fiduciary Trust Co 24.346 1,14 5.236 -1,04
2026-04-27 13F Koshinski Asset Management, Inc. 44.975 0,12 9.672 -2,03
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.587.592 0,71 341.427 -1,45
2026-05-12 13F Kovack Advisors, Inc. 51.418 0,99 11.213 0,21
2026-05-15 13F Change Path, LLC 97.742 0,66 21.020 -1,49
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 26.468 5.692
2026-05-14 13F Galvin, Gaustad & Stein, LLC 14.800 0,58 3.183 -1,58
2026-05-08 13F Blair William & Co/il 687.771 2,11 147.912 -0,08
2026-05-11 13F RiverFront Investment Group, LLC 5.814 6,64 1.250 4,34
2026-05-15 13F Wright Wealth Llc 2.968 19,87 638 17,28
2026-05-09 13F MSH Capital Advisors LLC 13.707 2,80 2.948 0,58
2026-04-22 13F Detalus Advisors, LLC 32.001 0,69 6.882 -1,47
2026-04-27 13F Canal Capital Management, LLC 4.643 0,04 999 -2,16
2026-02-12 13F Litman Gregory Asset Management LLC 39.845 0,45 8.757 2,31
2026-05-15 13F Second Line Capital, LLC 2.908 0,38 665 4,56
2026-04-22 13F Romano Brothers And Company 100.496 1,11 21.613 -1,06
2026-05-15 13F Talisman Wealth Advisors LLC 8.307 0,12 1.787 -2,19
2026-04-23 13F 3Chopt Investment Partners, LLC 3.874 0,39 833 -1,77
2026-05-12 13F Asset One Wealth Management LLC 12.557 4,23 2.840 4,18
2026-04-27 13F Certior Financial Group, Llc 1.946 1,35 419 -0,71
2026-05-01 13F Lakeside Advisors, INC. 2.688 12,56 578 10,31
2026-04-21 13F SLT Holdings LLC 8.852 1,22 1.904 -0,94
2026-01-28 13F Edge Financial Advisors LLC 938 0,86 206 3,00
2026-05-14 13F Bollard Group LLC 222 0
2026-05-08 13F Retirement Planning Co of New England, Inc. 1.012 0,20 218 -2,25
2026-05-13 13F Cynosure Management, Llc 1.452 0,14 312 -1,89
2026-05-14 13F Gts Securities Llc 5.700 1.226
2026-05-15 13F IHT Wealth Management, LLC 31.261 1,13 6.723 -1,05
2026-05-12 13F Daybright Advisory Services, Inc. 2.538 4,75 546 2,44
2026-02-02 13F Heritage Financial Services, LLC 3.574 0,59 785 2,48
2026-04-22 13F Carroll Advisory Group, LLC 1.999 7,47 430 5,15
2026-04-15 13F DAVENPORT & Co LLC 853.798 12,22 183.618 9,80
2026-05-05 13F M3 Wealth Management, LLC 51.328 6,98 11.039 4,68
2026-04-29 13F Kaydan Wealth Management, Inc. 19.475 0,16 4.188 -1,99
2026-04-28 13F Winthrop Capital Management, LLC 784 25,64 0
2026-05-07 13F Centerpoint Advisors, LLC 7 0
2026-04-21 13F Compass Advisory Group LLC 1.582 13,65 340 11,48
2026-04-22 13F McLean Asset Management Corp 3.125 0,77 672 -3,45
2026-05-01 13F Johnson Investment Counsel Inc 57.886 2,53 12.449 0,32
2026-04-21 13F Patton Albertson Miller Group, Llc 12.379 0,62 2.662 -1,52
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1.878 0,21 404 -1,95
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 12.257 46,04 2.636 42,90
2026-04-10 13F IAM Advisory, LLC 1.334 0,38 287 -2,05
2026-05-07 13F Resolute Wealth Strategies, LLC 1.222 0,41 263 -1,87
2026-04-21 13F Next Level Wealth Planning, LLC 2.532 0,88 544 -1,27
2026-05-05 13F Legacy Advisors, LLC 4.108 63,02 883 59,67
2026-04-22 13F Vicus Capital 4.603 1,23 990 -1,00
2026-05-12 13F Smith Chas P & Associates Pa Cpas 2.940 0,34 632 -1,71
2026-05-07 13F Greykasell Wealth Strategies, Inc. 2.230 8,25 480 5,97
2026-05-13 13F Kingdom Financial Group LLC. 19.114 16,83 4.111 14,33
2026-05-14 13F Select Asset Management & Trust 124.599 1,60 27 0,00
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 5.266 0,02 1.132 -2,16
2026-05-04 13F Prodigy Asset Management LLC 178.844 3,61 38.462 1,38
2026-05-07 13F Richard C. Young & CO., LTD. 10.199 42,48 2.193 39,42
2026-04-08 13F DiNuzzo Private Wealth, Inc. 271 171,00 58 176,19
2026-04-23 13F North Star Investment Management Corp. 43.734 0,06 9.405 -2,08
2026-05-08 13F Joseph Group Capital Management 10.007 13,78 2.152 11,39
2026-04-14 13F Papp L Roy & Associates 16.745 0,52 3.601 -1,64
2026-04-14 13F Joule Financial, LLC 1.346 2,91 289 0,70
2026-04-10 13F Capital Advantage, Inc. 117.216 0,21 25.208 -1,94
2026-05-12 13F Focused Alpha, Llc 12.874 2,68 2.769 0,47
2026-04-21 13F Maseco Llp 676 126,85 145 123,08
2026-04-28 13F Fortis Capital Advisors, LLC 8.982 19,78 1.932 17,17
2026-05-01 13F Advisors Capital Management, LLC 19.128 5,77 4.114 3,50
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 1.008 217
2026-05-01 13F/A Lodestone Wealth Management LLC 1.587 0,25 341 -1,73
2026-04-08 13F Grove Bank & Trust 3.424 0,65 736 -1,47
2026-04-06 13F Baring Financial LLC 22.428 1,84 4.823 -0,33
2026-01-29 13F Vanguard Group Inc 10.690.700 1,24 2.349.602 3,11
2026-05-11 13F CAPROCK Group, Inc. 35.573 2,22 7.650 0,03
2026-04-17 13F Vermillion Wealth Management, Inc. 26.423 1,26 5.683 -0,91
2026-05-11 13F Kestra Investment Management, LLC 1.646 39,85 354 47,08
2026-05-14 13F Captrust Financial Advisors 1.231.858 2,22 264.843 -0,01
2026-04-20 13F Ritholtz Wealth Management 13.839 3,44 2.976 1,22
2026-04-15 13F LongView Wealth Management 4.735 7,69 1.060 6,75
2026-04-23 13F Simmons Bank 5.025 0,76 1.081 -1,46
2026-01-26 13F Thomasville National Bank 48.645 3,64 10.691 5,56
2026-05-08 13F Burling Wealth Partners, Llc 12.557 0,37 2.701 -1,78
2026-05-12 13F BOK Financial Private Wealth, Inc. 5.328 22,82 1.146 20,15
2026-05-15 13F Magnolia Capital Advisors Llc 4.811 21,58 1.035 18,99
2026-05-14 13F Spreng Capital Management, Inc. 60.359 17,88 12.981 15,35
2026-04-17 13F Cache Advisors, LLC 240 52
2026-05-05 13F Gallagher Capital Advisors, LLC 2.569 54,67 411 12,30
2026-04-20 13F Tanager Wealth Management LLP 3.195 24,71 687 22,02
2026-04-03 13F Ridgewood Investments LLC 8.965 11,56 1.928 11,13
2026-04-22 13F Cornerstone Wealth Group, LLC 2.338 80,82 529 85,92
2026-05-15 13F Ameriflex Group, Inc. 3.645 0,97 784 -1,26
2026-05-15 13F National Bank Of Canada /fi/ 142.307 16,14 30.600 13,64
2026-05-11 13F Hamrick Investment Counsel, llc 40.905 7,36 8.797 5,04
2026-05-06 13F Broyhill Asset Management 6.337 24,57 1.363 21,82
2026-03-12 13F Farmers National Bank 3.205 15,58 704 17,73
2026-04-27 13F CWS Financial Advisors, LLC 54.731 0,18 11.771 -1,97
2026-04-08 13F Significant Wealth Partners LLC 2.226 479
2026-05-18 13F Hamilton Wealth, LLC 9.552 96,34 2.054 92,14
2026-04-27 13F Sound Income Strategies, LLC 786 38,62 170 33,07
2026-05-01 13F Reuter James Wealth Management, Llc 1.529 0,07 329 -2,09
2026-05-07 13F Commonwealth Financial Services, LLC 1.550 6,90 333 4,72
2026-04-20 13F Fonville Wealth Management LLC 17.340 0,42 3.729 -1,71
2026-04-14 13F Tradewinds Capital Management, LLC 396 85
2026-06-04 13F Evansbrook LLC 1.143 0,26 246 -2,00
2026-05-12 13F Summit Trail Advisors, Llc 25.414 11,15 5.465 8,76
2026-04-10 13F Tounjian Advisory Partners, Llc 1.418 0,42 305 -1,94
2026-05-11 13F Convergence Financial, LLC 5.716 99,93 1.229 95,70
2026-04-29 13F Strategic Financial Group, LLC 34.051 7.323
2026-05-13 13F Allred Capital Management, LLC 61.655 1,16 13.257 -1,05
2026-05-19 13F Western Wealth Management, LLC 108.062 6,34 23.240 4,05
2026-04-28 13F Kathmere Capital Management, LLC 4.615 29,38 993 26,69
2026-05-04 13F Calamos Advisors LLC 4.232 910
2026-05-08 13F Suncoast Equity Management 1.466 0,14 315 -1,87
2026-04-27 13F Pensionmark Financial Group, Llc 74.387 1,90 15.998 -0,29
2026-05-04 13F Souders Financial Advisors 45.057 1,87 9.690 -0,32
2026-05-12 13F Tannin Capital LLC 2.709 40,29 583 37,26
2026-04-22 13F Traphagen Investment Advisors Llc 7.900 3,43 1.699 1,19
2026-05-07 13F Scarborough Advisors, LLC 131 28
2026-04-15 13F Planning Directions Inc 69.009 1,39 14.841 -0,78
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 929 14,83 200 12,43
2026-05-05 13F CapWealth Advisors, LLC 963 3,22 207 0,98
2026-05-15 13F Empowered Funds, LLC 4.331 92,66 931 88,46
2026-04-14 13F Bay Harbor Wealth Management, LLC 1.148 10,60 247 7,89
2026-04-23 13F St. Clair Advisors, LLC 14.339 0,03 3.084 -2,13
2026-04-09 13F Rockingstone Advisors LLC 5.031 1,72 1.082 -0,46
2026-04-14 13F Focus Financial Network, Inc. 109.276 3,34 23.501 1,11
2026-05-14 13F Tempo Wealth, LLC 2.004 8,56 431 6,17
2026-04-21 13F Wedbush Securities Inc 9.203 0,66 2 -50,00
2026-05-14 13F Hazlett, Burt & Watson, Inc. 15.072 6,88 3 0,00
2026-04-21 13F Accredited Investor Services, Llc 2.261 0,53 486 -1,62
2026-05-08 13F Steward Partners Investment Advisory, Llc 492.749 4,50 105.971 2,25
2026-05-15 13F Westbourne Investments, Inc. 3.610 0,56 776 -1,65
2026-04-22 13F Riverbend Wealth Management, LLC 3.322 3,07 714 0,85
2026-05-11 13F Atlas Legacy Advisors, LLC 4.657 7,18 1.007 5,45
2026-04-17 13F Wealthbridge Capital Management, Llc 30.943 3,08 6.655 0,86
2026-04-22 13F Shum Financial Group, Inc. 1.753 0,46 377 -1,57
2026-05-15 13F Quantinno Capital Management LP 187.148 29,80 40.248 27,01
2026-05-11 13F First National Bank Of Omaha 69.513 0,47 14.667 -4,23
2026-04-07 13F Bath Savings Trust Co 14.296 4,24 3.074 1,99
2026-04-13 13F St Germain D J Co Inc 20.352 0,59 4.377 -1,57
2026-04-10 13F Winebrenner Capital Management Llc 3.173 2,16 682 0,00
2026-04-24 13F Investment Management Trust, LLC 27.231 5.856
2026-05-06 13F Great Lakes Retirement, Inc. 3.911 4,40 841 2,19
2026-05-08 13F Logan Capital Management Inc Put 2.700 581
2026-04-22 13F Kennedy Investment Group 3.705 8,65 797 6,28
2026-04-29 13F Staley Capital Advisers Inc 25.265 6,24 5.433 3,96
2026-01-23 13F Bowman & Co S.C. 2.792 1,31 614 3,20
2026-04-21 13F Trueblood Wealth Management, LLC 5.007 1,75 1.077 -0,46
2026-04-23 13F Members Wealth Llc 9.260 0,06 2.103 1,15
2026-04-21 13F GHP Investment Advisors, Inc. 2.225 146,40 479 141,41
2026-05-12 13F Baldwin Investment Management, LLC 2.906 0,24 625 -2,04
2026-04-30 13F Mosaic Family Wealth Partners, Llc 5.077 1.092
2026-04-17 13F Stephenson National Bank & Trust 79 17
2026-05-07 13F Washington Trust Bank 1.880 404
2026-04-16 13F Forbes J M & Co Llp 90.424 2,91 19.447 0,70
2026-05-12 13F Laurel Wealth Advisors LLC 176.280 0,88 40.202 4,68
2026-05-15 13F Aberdeen Wealth Management LLC 58.417 23,73 12.563 21,08
2026-05-13 13F Levin Capital Strategies, L.p. 24.055 0,02 5.173 -2,12
2026-05-12 13F Leavell Investment Management, Inc. 57.590 0,13 12.385 -2,02
2026-05-13 13F First Trust Advisors Lp 31.613 23,41 6.799 20,77
2026-04-07 13F Agate Pass Investment Management, LLC 4.667 4,24 1.004 2,03
2026-05-11 13F Aprio Wealth Management, LLC 91.693 6.682,03 19.719 -0,70
2026-05-01 13F 180 Wealth Advisors, Llc 43.718 1,22 9.402 -0,95
2026-04-21 13F Red Tortoise LLC 2.374 0,25 511 -1,92
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 5.320 3,68 1.144 -2,89
2026-05-07 13F Basepoint Wealth LLC 310 0,65 67 -1,49
2026-05-01 13F Wealthspire Advisors, LLC 60.209 4,26 12.949 2,03
2026-05-14 13F Neuberger Berman Group LLC 4.605 4,23 990 2,06
2026-05-04 13F Cornerstone Advisory, LLC 154.651 0,31 33.259 -1,84
2026-04-24 13F Boston Trust Walden Corp 4.483 1,29 964 -0,82
2026-05-14 13F Gladstone Institutional Advisory LLC 94.263 2,90 20.272 0,69
2026-04-13 13F Successful Portfolios LLC 8.706 9,72 1.866 4,60
2026-04-22 13F Arcataur Capital Management LLC 30.515 5,23 6.563 2,97
2026-05-13 13F Avestar Capital, LLC 2.658 572
2026-04-20 13F Hilton Head Capital Partners, LLC 108 23
2026-04-09 13F Victrix Investment Advisors 1.748 0,11 376 -2,09
2026-04-23 13F Wheelhouse Advisory Group LLC 92.795 2,14 19.956 -0,81
2026-05-15 13F Two Sigma Securities, Llc 4.228 909
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.294 0,39 493 -1,79
2026-04-27 13F Exencial Wealth Advisors, Llc 14.019 7,61 3.015 5,27
2026-05-15 13F Inspire Advisors, LLC 1.135 13,05 244 10,91
2026-05-15 13F Cape Investment Advisory, Inc. 2.127 13,38 457 10,92
2026-04-23 13F Capital Investment Counsel, LLC 3.916 85,94 842 82,25
2026-05-08 13F StrongBox Wealth, LLC 26.988 1,26 5.804 -0,90
2026-05-14 13F Us Bancorp \de\ 319.901 26,87 68.798 24,14
2026-04-14 13F LifeGoal Wealth Advisors 2.815 0,39 607 -1,46
2026-05-01 13F Valmark Advisers, Inc. 153.745 0,46 33.064 -1,69
2026-05-15 13F Pitti Group Wealth Management, LLC 11.232 4,53 2.416 2,29
2026-04-30 13F Base Wealth Management LLC 24.222 54,99 5.209 51,69
2026-05-04 13F Autumn Glory Partners, LLC 3.237 9,21 696 6,91
2026-05-06 13F Modera Wealth Management, LLC 1.612.753 4,00 346.839 1,76
2026-04-29 13F Horst & Graben Wealth Management LLC 8.079 6,22 1.826 9,22
2026-05-14 13F Trustmark National Bank Trust Department 3.505 4,01 754 1,76
2026-01-06 13F Ransom Advisory, Ltd 3.670 807
2026-05-01 13F Capital Squared Financial LLC 6.183 29,81 1.330 27,06
2026-04-30 13F Costello Asset Management, INC 2.147 23,39 462 20,68
2026-04-21 13F Cypress Capital Advisors, LLC 16.561 14,78 3.562 12,33
2026-05-14 13F JustInvest LLC 3.609 9,10 776 6,74
2026-04-17 13F Old North State Wealth Management, LLC 8.065 1,75 1.736 -0,40
2026-04-28 13F Pine Harbor Wealth Management, LLC 3.366 0,90 724 -1,36
2026-05-14 13F Guilbault Capital LLC 15.815 6,46 3.401 4,17
2026-01-29 13F Concurrent Investment Advisors, LLC 186.924 8,77 41.082 10,79
2026-05-14 13F Cwm, Llc 128.141 2,32 27.558 101.962,96
2026-05-01 13F Holistic Planning, LLC 16.737 7,50 3.600 5,20
2026-05-04 13F Gleason Group, Inc. 41.500 0,39 8.925 -1,76
2026-04-10 13F Finward Bancorp 14.130 8,18 3.039 5,85
2026-05-04 13F Sterling Investment Advisors, Ltd. 4.146 0,02 892 -2,09
2026-04-28 13F Integral Investment Advisors, Inc. 70.341 1,63 15.128 -0,55
2026-04-20 13F CWA Asset Management Group, LLC 4.705 6,09 1.012 3,80
2026-02-03 13F McCarthy Asset Management, Inc. 124.158 1,16 27.287 3,04
2026-05-04 13F Mosaic Advisors LLC 22.912 40,17 5.197 44,68
2026-05-05 13F West Paces Advisors Inc. 185.200 5,25 39.829 2,99
2026-05-08 13F Minot DeBlois Advisors LLC 3.720 18,70 800 16,28
2026-04-27 13F Silver Lake Advisory, LLC 6.708 6,82 1.443 4,49
2026-05-13 13F Synergy Financial Management, LLC 4.384 19,68 943 17,02
2026-05-08 13F Marble Harbor Investment Counsel, LLC 8.121 6,32 1.747 4,05
2026-05-22 13F Independent Wealth Advisors LLC 1.328 1,07 286 -1,04
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 4.879 0,06 1.049 -2,05
2026-04-27 13F Smith & Howard Wealth Management, LLC 1.770 24,12 381 21,41
2026-04-21 13F Aurdan Capital Management, LLC 199.269 4,40 42.855 2,15
2026-05-08 13F Wall Street Access Asset Management, LLC 14.981 2,29 3.222 0,09
2026-04-30 13F Acorn Wealth Advisors, LLC 31.587 12,26 6.793 9,85
2026-04-22 13F Evensky & Katz LLC 261.326 0,45 56 -1,75
2026-04-14 13F XY Planning Network, Inc. 1.751 25,88 378 23,61
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 169.892 0,51 36.537 -1,68
2026-02-03 13F Vantage Financial Partners, LLC 9.543 0,70 2.097 2,54
2026-04-17 13F/A Founders Financial Securities Llc 226.499 62,65 50.469 64,90
2026-04-07 13F Howard Financial Services, Ltd. 200.635 2,46 43.149 0,26
2026-04-08 13F Icapital Wealth Llc 22.143 27,93 4.762 25,18
2026-04-21 13F Aull & Monroe Investment Management Corp 1.225 3,81 263 1,54
2026-05-15 13F Trask Adam Roland 215 46
2026-04-09 13F Adirondack Capital Advisors, LLC 38.855 27,26 8.356 24,53
2026-04-16 13F Baron Wealth Management LLC 19.665 6,02 4.229 3,75
2026-04-16 13F Blue Zone Wealth Advisors, LLC 3.447 10,30 741 8,02
2026-02-06 13F Global Retirement Partners, LLC 69.878 0,65 15.358 2,51
2026-04-15 13F Silverlake Wealth Management Llc 9.139 0,88 1.966 -1,26
2026-02-12 13F FineMark National Bank & Trust 14.075 0,02 3.093 1,88
2026-05-12 13F Rather & Kittrell, Inc. 1.224 1,49 263 -0,75
2026-04-28 13F ORG Wealth Partners, LLC 1.187 0,85 255 -1,16
2026-04-07 13F Pathway Financial Advisors LLC 40.993 0,00 8.855 -3,59
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 257 43,58 55 41,03
2026-05-13 13F Boston Family Office Llc 63.914 11,67 14 8,33
2026-05-05 13F Napier Financial, LLC 1.063 229
2026-05-13 13F Wealth Advisors of Iowa, LLC 1.226 264
2026-05-06 13F/A Gerald Baker Financial Group LLC 90.256 19.410
2026-04-27 13F Thrive Capital Management, LLC 10.587 5,81 2.277 3,50
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 208.306 44.798
2026-05-12 13F Anchor Capital Advisors Llc 1.052 3,34 226 1,35
2026-05-12 13F Tocqueville Asset Management L.p. 13.996 4,88 3.010 2,63
2026-05-15 13F Colter Lewis Investment Partners LLC 11.165 11,49 2.401 9,14
2026-04-20 13F Balance Wealth, LLC 1.080 13,09 232 11,00
2026-05-18 13F Twin Lakes Capital Management, LLC 167 0,60 36 -2,78
2026-04-15 13F Merit Financial Group, LLC 83.151 8,54 17.882 6,21
2026-04-16 13F Cornerstone Management, Inc. 12.450 1,45 2.677 -0,74
2026-04-22 13F CrossGen Wealth, LLC 1.636 27,91 352 24,91
2026-04-23 13F Emerald Advisors, LLC 12.449 8,75 2.677 6,44
2026-04-15 13F Client 1st Advisory Group, Llc 20.456 0,43 4.399 -1,72
2026-04-21 13F Madson Wealth Advisors Inc 39.263 8.444
2026-05-07 13F Facet Wealth, Inc. 11.943 44,99 2.568 39,26
2026-04-07 13F Heartwood Wealth Advisors LLC 998 215
2026-05-14 13F Rockbridge Investment Management, LCC 3.529 0,31 759 -1,94
2026-04-22 13F TBH Global Asset Management, LLC 16.164 1,90 3.476 -0,32
2026-04-13 13F Plan Group Financial, LLC 30.715 11,13 6.605 8,74
2026-04-21 13F Grimes & Company, Inc. 12.169 0,33 2.617 -1,80
2026-05-11 13F Camden Capital, LLC 2.639 100,84 568 96,88
2026-04-16 13F Asset Advisory Group, Inc. 35.032 1,87 7.534 -0,30
2026-05-14 13F Evergreen Capital Management Llc 68.199 0,65 14.667 -1,52
2026-05-15 13F Pinney & Scofield, Inc. 53 1,92 11 0,00
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 40.348 25,14 8.677 22,45
2026-04-30 13F Team Hewins, LLC 7.796 1.677
2026-05-06 13F Bartlett & Co. Wealth Management Llc 33.100 1,45 7.511 4,73
2026-05-14 13F Roof Eidam & Maycock/adv 99.608 1,93 21.422 -0,26
2026-05-06 13F Kera Capital Partners, Inc. 1.322 2,16 284 -1,73
2026-04-10 13F Abound Wealth Management 2.324 12,49 500 9,91
2026-04-17 13F PMG Wealth Management, Inc. 44.420 1,27 9.553 -0,89
2026-05-14 13F Andrews Advisory Associates, LLC 11.275 0,04 2.425 -2,14
2026-04-22 13F TPG Advisors LLC 10.452 6,39 2.248 4,08
2026-05-15 13F Constant Guidance Financial LLC 2.631 566
2026-04-28 13F Hapanowicz & Associates Financial Services, Inc 88.671 2,40 19.069 0,20
2026-05-14 13F Diversified Enterprises, LLC 690.306 3,80 148.457 1,57
2026-05-14 13F Synergy Investment Management, LLC 306 66
2026-05-06 13F Pacitti Group Inc. 38.329 0,57 8.243 -1,60
2026-04-27 13F Vavra Capital Management, LLC 23.959 3,82 5.153 1,58
2026-06-01 13F Financial Solutions Advisory Group, Inc. 17.409 3.744
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 37.303 4,54 8.023 2,30
2026-05-29 13F Asset Dedication, LLC 3.958 25,09 851 22,45
2026-04-24 13F Cannon Advisors, Inc. 2.458 89,37 529 81,44
2026-05-12 13F Partners Capital Investment Group, Llp 5.134 0,39 1.104 -1,69
2026-05-12 13F Cloud Capital Management, LLC 1.014 2,42 0
2026-04-28 13F Stratos Wealth Partners, LTD. 120.289 0,22 25.869 -1,93
2026-04-21 13F Gutierrez Wealth Advisory, LLC 6.101 0,39 1.312 -1,72
2026-05-15 13F Everest Financial Group LLC 2.576 554
2026-05-01 13F Summit Financial Strategies, Inc. 1.182 254
2026-05-01 13F Midwest Trust Co 20.441 18,45 4.396 15,93
2026-05-15 13F Core Wealth Advisors, Inc. 8.736 32,97 1.879 30,15
2026-04-28 13F Fundamentun, Llc 2.358 17,43 507 14,97
2026-04-10 13F Oxinas Partners Wealth Management LLC 1.554 32,71 334 29,96
2026-04-27 13F Trademark Financial Management, LLC 7.337 41,48 1.578 38,45
2026-05-15 13F Peterson Wealth Management 45.179 2,80 9.716 0,59
2026-05-08 13F Vanguard Global Advisers, LLC 10.627.842 2.285.624
2026-04-20 13F MBM Wealth Consultants, LLC 624 134
2026-05-12 13F Richardson Capital Management LLC 826 0,24 178 -2,21
2026-05-13 13F Sepio Capital, LP 5.888 5,79 1.266 3,52
2026-05-13 13F Transcend Wealth Collective, Llc 51.793 2,68 11.139 0,47
2026-04-06 13F Sincerus Advisory, LLC 21.335 3,23 4.588 1,01
2026-05-08 13F McAdam, LLC 6.097 0,05 1.311 -2,09
2026-04-27 13F Serenus Wealth Advisors, LLC 1.743 375
2026-04-09 13F IFG Advisors, LLC 4.683 28,55 1.007 25,88
2026-05-05 13F Plante Moran Financial Advisors, LLC 3.889 9,86 836 7,59
2026-02-09 13F Financial Advisory Corp /ut/ /adv 61.783 16,05 14 18,18
2026-04-22 13F Networth Advisors, LLC 87 383,33 19 500,00
2026-05-05 13F One Day In July LLC 32.533 5,69 6.997 3,41
2026-05-15 13F Destination Wealth Management 9.573 44,11 2.059 41,06
2026-05-14 13F Level Four Advisory Services, Llc 45.306 7,60 9.744 5,28
2026-05-04 13F LJI Wealth Management, LLC 1.696 0,06 365 -2,15
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 1.230 0,08 265 -2,22
2026-05-01 13F Rakuten Securities, Inc. 61 10,91 13 8,33
2026-05-07 13F Rothschild Investment Llc 85.124 0,98 18.307 -1,19
2026-04-22 13F Accretive Wealth Partners, LLC 76.443 3,88 16.440 1,64
2026-04-29 13F WPG Advisers, LLC 315 0,32 68 -2,90
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 43.853 0,80 9.431 -1,36
2026-04-24 13F Peregrine Asset Advisers, Inc. 1.211 260
2026-04-17 13F James J. Burns & Company, LLC 3.605 0,22 775 -1,90
2026-04-29 13F FIDELIS iM, LLC 178.169 3,77 38.317 1,54
2026-04-14 13F Cathy Pareto & Associates, Inc 1.319 0,30 284 -2,08
2026-04-08 13F Sapient Capital Llc 156.958 10,54 33.755 7,38
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 6.634 0,30 1.427 -1,86
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1.804 0,22 388 -1,77
2026-04-22 13F Apollon Financial, LLC 78.176 7,47 16.813 5,16
2026-05-15 13F Wellington Management Group Llp 323.541 69.581
2026-04-09 13F Elmwood Wealth Management, Inc. 17.421 7,05 3.746 4,75
2026-05-05 13F Evergreen Advisors, LLC 6.895 18,80 1.483 16,24
2026-04-13 13F Bay Rivers Group 30.730 1,61 6.609 -0,57
2026-04-14 13F FMA Wealth Management, LLC 17.485 0,39 3.760 -1,75
2026-04-20 13F Dopkins Wealth Management, Llc 1.508 324
2026-05-05 13F Paradigm Capital Management, LLC/NV 59.053 0,75 13 0,00
2026-04-28 13F Golden State Wealth Management, LLC 27.454 1,97 5.904 -0,22
2026-05-11 13F Stillwater Wealth Management Group 1.557 22,31 335 19,71
2026-04-13 13F Nvest Wealth Strategies, Inc. 1 0
2026-05-15 13F Excelsior Advisor Network LLC 24.504 31,79 5.270 28,95
2026-05-12 13F Americana Partners, LLC 116.080 1,06 24.964 -1,11
2026-05-07 13F Patrick M Sweeney & Associates, Inc 4.349 0,83 935 -1,27
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.380 3,82 942 1,51
2026-05-08 13F Stone Loft Wealth Management Llc 11.381 42,67 2.448 39,59
2026-05-07 13F Tidemark, LLC 326 127,97 70 125,81
2026-04-28 13F Blossom Wealth Management 8.880 58,74 1.910 55,33
2026-05-07 13F Carson Advisory Inc. 6.354 4,23 1.367 2,02
2026-05-08 13F Sound Financial Strategies Group, LLC 1.014 218
2026-05-14 13F Lbmc Investment Advisors, Llc 3.849 5,14 828 2,86
2026-05-08 13F Birchcreek Wealth Management, LLC 7.554 1,00 1.625 -1,16
2026-04-28 13F Bryant Woods Investment Advisors, LLC 5.013 1.079
2026-04-27 13F/A New World Advisors LLC 3.769 78,29 811 74,57
2026-04-27 13F Fulton Breakefield Broenniman Llc 64.589 1,58 13.890 -0,60
2026-04-13 13F Mallini Complete Financial Planning LLC 331 -25,51
2026-05-13 13F Alesco Advisors Llc 1.160 249
2026-04-06 13F GAMMA Investing LLC 2.647 2,08 569 0,00
2026-04-24 13F Whelan Financial 1.126 2,18 242 0,00
2026-05-04 13F AMG National Trust Bank 170.935 11,59 36.761 9,19
2026-05-12 13F Operose Advisors LLC 2.293 1,33 493 -0,80
2026-05-12 13F Elite Financial, Inc. 1.839 0,22 0
2026-05-11 13F Bailard, Inc. 18.122 3,00 3.897 0,80
2026-05-13 13F Keystone Financial Group 32.819 0,05 7.105 -1,46
2026-05-15 13F/A Independent Financial Group, Llc 41.732 1,61 8.975 -0,58
2026-04-17 13F Western Pacific Wealth Management, LP 53.637 0,14 11.535 -2,00
2026-04-17 13F Matthew Goff Investment Advisor, LLC 10.351 2.226
2026-04-08 13F Fermata Advisors, LLC 1.393 47,88 300 44,44
2026-05-15 13F Jones Financial Companies Lllp 2.055.747 18,41 433.291 13,55
2026-04-22 13F Ridgecrest Wealth Partners, Llc 29.551 1,25 6.355 -0,92
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7.512 12,34 1.616 9,94
2026-05-01 13F Ferguson Wellman Capital Management, Inc 9.766 8,60 2.100 6,28
2026-05-13 13F Green Harvest Asset Management LLC 10.557 8,12 2.270 5,83
2026-05-04 13F Procyon Private Wealth Partners, LLC 1.584 1,60 341 -0,58
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 30.375 2,88 6.532 0,66
2026-04-30 13F Donaldson Capital Management, Llc 47.733 2,61 10.266 0,40
2026-05-11 13F Fountainhead AM, LLC 896 7,05 193 4,35
2026-05-01 13F Financial Connections Group, Inc. 1.434 26,34 0
2026-05-05 13F Duncan Williams Asset Management, LLC 11.038 0,84 2.374 -4,28
2026-04-10 13F Perfromance Wealth Partners, LLC 317.389 0,89 68.258 -1,28
2026-04-10 13F Country Trust Bank 149 831,25 32 966,67
2026-04-21 13F Wesbanco Bank Inc 7.076 4,85 1.522 2,56
2026-05-04 13F Clear Investment Research, Llc 174 37
2026-04-28 13F Northstar Group, Inc. 44.583 1,90 9.588 -0,28
2026-04-24 13F Crux Wealth Advisors 6.768 0,39 1.456 -1,76
2026-05-19 13F Mascagni Wealth Management, Inc. 6.661 0,09 1.433 -2,05
2026-04-15 13F Brady Martz Wealth Solutions, LLC 22.165 0,31 4.767 -1,85
2026-05-08 13F Mosaic Financial Group, Llc 72.105 0,27 16 0,00
2026-05-19 13F Royal Fund Management, LLC 18.245 3,03 3.929 0,82
2026-05-14 13F Phillips Wealth Planners LLC 3.128 33,73 714 36,52
2026-04-08 13F Ccg Wealth Management, Llc 3.409 733
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 60.396 77,45 12.989 73,64
2026-05-14 13F Pennington Partners & Co., Llc 2.460 53,65 529 50,71
2026-05-14 13F Horizon Investments, LLC 439.388 237,93 94.495 230,68
2026-05-12 13F Aspiriant, Llc 955.149 0,12 205.415 -2,03
2026-04-24 13F Key FInancial Inc 2.343 3,17 504 0,80
2026-04-15 13F Exchange Traded Concepts, Llc 38.555 18,80 8.292 16,25
2026-05-05 13F Black Diamond Financial, LLC 10.456 0,11 2.249 -2,05
2026-04-07 13F CoreCap Advisors, LLC 4.089 11,97 879 9,60
2026-05-11 13F National Wealth Management Group, LLC 5.186 5,71 1.115 3,43
2026-04-29 13F Sather Financial Group Inc 1.922 16,41 413 14,09
2026-04-28 13F SBI Securities Co., Ltd. 101.275 0,17 21.780 -1,98
2026-04-29 13F Downshift Financial, LLC 1.654 21,62 373 22,30
2026-05-15 13F Equitable Holdings, Inc. 313.122 14,07 68.718 13,91
2026-04-30 13F Elevated Capital Advisors, LLC 1.465 24,68 315 22,09
2026-04-30 13F Mason & Associates Inc 3.132 0,38 660 -3,80
2026-05-14 13F Jacobi Capital Management LLC 17.321 11,68 3.725 9,30
2026-05-01 13F Seaside Wealth Management, Inc. 3.762 0,40 809 -1,70
2026-05-12 13F TD Waterhouse Canada Inc. 135.585 90,23 29.202 86,43
2026-05-14 13F Bridgewealth Advisory Group, LLC 8.539 0,13 1.836 -2,03
2026-04-08 13F Dynamic Advisor Solutions LLC 26.759 0,86 5.755 -1,32
2026-05-11 13F Linscomb & Williams, Inc. 17.659 15,59 3.798 13,11
2026-04-29 13F Integrity Investment Advisors, LLC 7.744 14,15 1.665 11,74
2026-04-24 13F Essex LLC 5.937 0,37 1.277 -1,77
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 61.758 2,43 13.282 0,23
2026-04-09 13F FCG Investment Co 2.858 615
2026-05-26 13F Summit Financial Wealth Advisors, LLC 4.961 0,02 1.067 -2,20
2026-04-16 13F Orser Capital Management, Llc 15.190 131,03 3.267 126,02
2026-04-21 13F Decker Retirement Planning Inc. 6.712 11,44 1.444 9,07
2026-05-15 13F Cypress Capital Group 5.194 1,19 1.117 -0,98
2026-04-24 13F Capital Asset Advisory Services LLC 3.352 1,30 762 2,83
2026-05-14 13F Strategic Advisors LLC 29.016 18,28 6.240 15,75
2026-04-21 13F Moseley Investment Management Inc 38.024 1,45 8.178 -0,73
2026-05-12 13F One Capital Management, LLC 15.474 3,72 3.328 1,46
2026-05-05 13F PFG Advisors 118.267 6,29 25.435 4,00
2026-04-16 13F Whitener Capital Management, Inc. 1.813 2,60 390 0,26
2026-04-17 13F Nova R Wealth, Inc. 8.964 0,19 1.928 -1,98
2026-04-29 13F Landmark Wealth Management, LLC 14.095 16,11 3.031 13,65
2026-05-05 13F D.a. Davidson & Co. 245.039 28,86 52.698 26,09
2026-05-01 13F American Trust 2.143 1,13 461 -1,08
2026-05-08 13F Moors & Cabot, Inc. 44.379 7,04 9.544 4,75
2026-05-05 13F Woodmont Investment Counsel Llc 44.190 0,78 9.504 -1,39
2026-04-22 13F Continuum Advisory, LLC 5.227 15,72 1.124 13,31
2026-05-07 13F True North Advisors, LLC 5.401 275,59 1.162 267,41
2026-05-12 13F Palumbo Wealth Management LLC 2.064 0,19 444 -1,99
2026-05-07 13F Capital Performance Advisors Llp 22.617 5,10 4.864 2,85
2026-04-21 13F BCU Wealth Advisors, LLC 3.027 0,23 651 -1,81
2026-04-21 13F Keystone Financial Group, Inc. 48.461 1,94 10.422 -0,25
2026-05-07 13F Intellus Advisors LLC 223.147 1,51 47.990 -0,67
2026-04-08 13F Lakeridge Wealth Management LLC 3.237 0,25 696 -1,83
2026-04-14 13F Opal Wealth Advisors, LLC 361 78
2026-05-13 13F Triumph Capital Management 1.268 2,26 273 0,00
2026-04-14 13F Beacon Investment Advisory Services, Inc. 207.238 61,59 44.569 58,12
2026-05-12 13F CIBC Bancorp USA Inc. 71.846 297,31 15.451 295,98
2026-04-29 13F Clearwave Capital, LLC 1.174 0,43 252 -1,56
2026-05-15 13F Silver Grove Financial Group, Inc. 2.722 6,70 585 4,46
2026-04-03 13F Rise Advisors, LLC 3.232 0,37 697 -1,56
2026-04-30 13F Titleist Asset Management, Llc 42.908 10,95 9.228 8,57
2026-05-14 13F Endeavor Private Wealth, Inc. 3.312 8,06 712 5,79
2026-05-15 13F Hancock Whitney Corp 2.080 6,12 466 8,14
2026-04-22 13F Gemmer Asset Management LLC 3.728 0,03 802 -2,20
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 47.508 66,89 10.217 63,32
2026-05-14 13F RM Financial Services, LLC 6.118 12,50 1.316 10,04
2026-05-05 13F Cannon Wealth Management Services, LLC 19.661 7,84 4.228 5,54
2026-05-08 13F Macroview Investment Management Llc 2.941 0,27 633 -1,86
2026-05-12 13F ForthRight Wealth Management, LLC 2.553 0,04 549 -1,96
2026-04-20 13F Park Edge Advisors, LLC 1.138 0,26 245 -2,01
2026-05-12 13F Ausdal Financial Partners, Inc. 25.568 1,48 5.499 -0,70
2026-05-15 13F Morgan Stanley 13.018.448 1,91 2.799.748 -0,28
2026-05-12 13F Resurgent Financial Advisors LLC 22.336 3,55 4.803 1,33
2026-05-13 13F GLR Partners, LLC 1.931 415
2026-05-05 13F Smith, Moore & Co. 88.675 0,82 19.070 -1,35
2026-04-24 13F Root Financial Partners, LLC 7.302 33,10 1.570 30,29
2026-04-22 13F Joel Isaacson & Co., LLC 1.349.051 2,34 290.127 0,14
2026-05-01 13F Patten & Patten Inc/tn 4.539 0,07 976 -2,01
2026-04-10 13F MKT Advisors LLC 9.873 0,18 2.139 -2,19
2026-02-13 13F Pine Valley Investments Ltd Liability Co 3.695 32,68 812 34,88
2026-05-15 13F Rehmann Capital Advisory Group 61.247 0,78 13.173 -1,39
2026-05-22 13F Coastline Complete Wealth LLC 100.968 14,04 21.714 11,59
2026-04-13 13F Gradient Investments LLC 2.615 0,62 562 -1,58
2026-05-12 13F Causey Wealth LLC 1.624 349
2026-05-04 13F 1 North Wealth Services Llc 90 19
2026-04-21 13F Riverstone Advisors, LLC 1.188 256
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 10.696 3,66 2.300 1,46
2026-04-13 13F Wiser Wealth Management, Inc 6.207 16,41 1.335 13,92
2026-05-05 13F Advisors Preferred, LLC 55.983 2,31 12.040 -0,27
2026-05-05 13F Covestor Ltd 8 33,33 0
2026-04-21 13F OneAscent Financial Services LLC 26.272 268,26 5.650 260,56
2026-04-29 13F Investment House Llc 971 4,75 209 2,46
2026-04-24 13F Newton One Investments LLC 637 0,31 137 -1,44
2026-05-11 13F WFA of San Diego, LLC 13.688 6,22 2.944 3,96
2026-05-07 13F Cassaday & Co Wealth Management LLC 10.602 7,94 2.280 5,65
2026-04-06 13F Old Port Advisors 1.289 3,78 277 1,84
2026-05-14 13F Raymond James Financial Inc 5.720.946 2,31 1.230.347 0,11
2026-05-08 13F Valeo Financial Advisors, LLC 6.939 2,03 1.492 -0,13
2026-04-20 13F L.K. Benson & Company, P.C. 2.177 0,09 468 -2,09
2026-05-01 13F Avion Wealth 3.238 0,12 1
2026-04-29 13F/A True Link Financial Advisors, LLC 273.431 0,90 58.804 -1,26
2026-04-10 13F Pure Financial Advisors, Inc. 14.917 3.208
2026-05-14 13F Coastal Bridge Advisors, LLC 4.573 6,30 984 4,02
2026-05-15 13F Gotham Asset Management, LLC 87.108 5,21 18.733 2,95
2026-04-22 13F First Financial Group Corp 1.330 22,58 286 20,17
2026-04-30 13F Sequoia Financial Advisors, LLC 361.475 3,73 77.739 1,50
2026-05-12 13F Columbia River Financial Group, LLC 27.418 4,92 6 0,00
2026-05-11 13F Shepherd Financial Partners LLC 2.057 0,05 442 -2,00
2026-05-04 13F Barrett & Company, Inc. 31.411 0,98 6.755 -1,18
2026-05-07 13F Allen Investment Management LLC 116.251 10,08 25.001 7,71
2026-05-12 13F Hunter Perkins Capital Management, LLC 1.413 0
2026-04-10 13F Octavia Wealth Advisors, LLC 3.026 9,05 651 6,73
2026-04-27 13F Byrne Financial Freedom, Llc 1.666 0,06 358 -1,92
2026-05-13 13F Crews Bank & Trust 175.069 1,69 37.650 -0,49
2026-05-05 13F Noesis Capital Mangement Corp 1.330 44,57 286 41,58
2026-04-29 13F Capital Planning LLC 25.527 17,18 5.490 14,24
2026-04-02 13F Silverleafe Capital Partners, LLC 1.156 0,43 249 -1,98
2026-05-07 13F MWA Asset Management 1.151 11,10 493 117,18
2026-05-13 13F Principal Securities, Inc. 12.099 148,49 2.602 143,08
2026-05-15 13F Harbour Investments, Inc. 183.301 211,92 39.421 205,23
2026-05-04 13F NWF Advisory Services Inc. 68.983 1,04 14.836 -1,13
2026-04-29 13F Mycio Wealth Partners, Llc 47.328 0,31 10.178 -1,85
2026-04-29 13F CFS Investment Advisory Services, LLC 9.780 21,95 2.224 26,22
2026-05-13 13F Buckingham Strategic Partners 79.887 9,28 17.180 6,93
2026-05-01 13F Emerald Investment Partners, Llc 55.047 0,39 11.838 -1,77
2026-04-15 13F Elevatus Welath Management 2.901 22,04 624 19,35
2026-04-30 13F GFS Advisors, LLC 8.943 2.174
2026-05-14 13F RPG Investment Advisory, LLC 9.823 0,60 2.113 -1,54
2026-05-12 13F Jane Street Group, Llc Put 1.900 35,71 409 32,90
2026-05-12 13F Jane Street Group, Llc Call 98.000 34,25 21.076 31,37
2026-05-11 13F Prudent Investors Network 6.146 1.322
2026-04-20 13F Courier Capital Llc 3.707 0,05 797 -2,09
2026-05-04 13F Roberts Glore & Co Inc /il/ 11.444 0,01 2.461 -2,11
2026-04-28 13F Stephens Inc /ar/ 111.150 0,49 23.904 -1,67
2026-04-15 13F Peddock Capital Advisors, Llc 1.761 35,05 379 32,17
2026-05-15 13F Tudor Investment Corp Et Al 32.660 7.024
2026-05-07 13F Nordwand Advisors, LLC 3.430 3,63 738 1,38
2026-05-07 13F Hollencrest Capital Management 37.493 0,13 8.063 -2,02
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 6.991 8,32 1.503 5,99
2026-05-13 13F Abbot Financial Management, Inc. 21.569 0,20 4.639 -1,97
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 1.470 0,07 316 -1,86
2026-05-15 13F GLOBALT Investments LLC / GA 243.246 1,00 52.312 -1,17
2026-04-20 13F Independent Wealth Network Inc. 4.969 2,79 1.069 0,56
2026-04-21 13F Financial Consulate, Inc 961 0,42 207 -1,90
2026-04-14 13F Kozak & Associates, Inc. 83 1,22 18 0,00
2026-04-09 13F Chemistry Wealth Management LLC 2.031 437
2026-05-12 13F Bitterroot Capital Advisors Llc 9.925 0,13 2.134 -2,02
2026-04-29 13F Skopos Labs, Inc. 4.477 11,56 963 8,09
2026-05-04 13F Bedel Financial Consulting, Inc. 2.795 3,40 601 1,35
2026-04-17 13F Amarillo National Bank 1.505 38,07 324 35,15
2026-05-13 13F Goepper Burkhardt LLC 115.851 0,52 24.915 -1,64
2026-05-08 13F TMB Capital Partners, LLC 3.154 2,37 678 0,15
2026-05-19 13F Financial Insights, Inc. 22.357 0,24 4.808 -1,90
2026-04-30 13F Winch Advisory Services, LLC 855 0,35 184 -2,14
2026-04-13 13F Compass Ion Advisors, LLC 42.770 0,29 9.198 -1,87
2026-04-20 13F Chatterton & Associates Inc. 1.186 264
2026-04-07 13F Park Avenue Securities Llc 346.034 2,85 74 1,37
2026-04-17 13F 55 North Private Wealth, LLC 1.064 0,09 229 -2,15
2026-04-15 13F Access Financial Services, Inc. 2.167 1,88 466 -0,21
2026-04-24 13F Goldstone Financial Group, LLC 1.746 0,06 376 -2,09
2026-05-12 13F Mengis Capital Management, Inc. 2.320 0,04 499 -1,96
2026-04-17 13F Ignite Planners, LLC 6.144 3,21 1.321 -0,90
2026-04-10 13F Magnus Financial Group LLC 3.703 0,27 796 -1,85
2026-05-14 13F Meridian Wealth Partners, LLC 2.598 0,08 559 -2,11
2026-04-21 13F Centennial Advisors, LLC 10.370 13,44 2.230 11,00
2026-04-22 13F Samalin Investment Counsel, LLC 4.619 24,27 993 21,69
2026-05-14 13F Traynor Capital Management, Inc. 1.442 304
2026-05-07 13F First National Trust Co 14.355 1,03 3.087 -1,12
2026-05-06 13F Quadrant Private Wealth Management, LLC 1.229 1,65 264 -0,38
2026-05-07 13F Confluence Wealth Services, Inc. 816.946 5,89 175.692 3,61
2026-04-27 13F TCI Wealth Advisors, Inc. 3.907 0,96 840 -1,18
2026-04-13 13F Sherman Wealth Management LLC 54.219 4,98 11.660 2,72
2026-04-29 13F Weitzel Financial Services, Inc. 1.579 0,45 341 -1,45
2026-05-14 13F Twin Focus Capital Partners, Llc 51.869 15,35 11.155 12,87
2026-05-07 13F Conquis Financial Llc 66.208 6,65 15.082 10,53
2026-01-13 13F Stephens Consulting, LLC 21.399 0,73 4.703 2,62
2026-04-21 13F Wolfstich Capital, LLC 5.581 1.176
2026-04-29 13F Northwest Wealth Advisors, LLC 3.879 0,21 834 -1,88
2026-05-08 13F Vanguard National Trust Co 62.298 13.398
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13.167 5,23 2.832 2,98
2026-04-23 13F Ewa, Llc 2.481 0,40 534 -1,84
2026-04-02 13F Ares Financial Consulting, LLC 995 0,30 215 -1,38
2026-04-08 13F Eclectic Associates Inc /adv 214.103 6,75 46.039 4,45
2026-04-22 13F Portus Wealth Advisors, LLC 40 9
2026-05-15 13F Brown Advisory Inc 986.330 0,77 212.120 -1,39
2026-05-06 13F Intentional Wealth Strategies, LLC 228 49
2026-04-16 13F McClarren Financial Advisors, Inc. 31.930 72,51 6.867 0,60
2026-05-14 13F Mason Investment Advisory Services, Inc. 4.459 0,22 959 -1,94
2026-04-30 13F Relyea Zuckerberg Hanson LLC 13.361 0,09 2.874 -2,05
2026-05-04 13F N.E.W. Advisory Services LLC 3.101 0,94 667 -1,33
2026-04-07 13F Signaturefd, Llc 2.203.257 2,61 473.832 0,41
2026-04-28 13F Family CFO Inc 104.268 0,49 22.424 -1,67
2026-05-14 13F Retiremitten Financial Llc 167 36
2026-05-11 13F Peak Retirement Planning, Inc. 10.576 14,32 2.275 11,85
2026-04-08 13F Community Financial Services Group, LLC 546 118
2026-05-14 13F Dana Investment Advisors, Inc. 2.877 0,03 619 -2,22
2026-04-13 13F Rydar Equities, Inc. 2.224 0,41 478 -1,65
2026-04-21 13F Rooted Wealth Advisors, Inc. 15.900 6,84 3.615 7,21
2026-05-01 13F Kraft, Davis & Associates, LLC 73.434 2,46 16.799 4,29
2026-05-15 13F 10Elms LLP 9.672 4.736,00 2.080 4.737,21
2026-05-15 13F Cascades Capital Asset Management, LLC 128.256 14,90 27.583 12,43
2026-05-11 13F Per Stirling Capital Management, LLC. 21.665 0,54 4.659 -1,61
2026-05-01 13F Trifecta Capital Advisors, LLC 5.520 0,53 1.187 -1,58
2026-05-14 13F Gwn Securities Inc. 6.276 0,30 1.350 -1,89
2026-04-15 13F Independence Financial Advisors, LLC 3.966 0,38 853 -1,84
2026-05-05 13F Capital Investment Advisory Services, LLC 11.722 1,13 2.521 -1,06
2026-05-08 13F Pnc Financial Services Group, Inc. 407.537 6,68 87.645 4,39
2026-04-06 13F WASHINGTON TRUST Co 73.467 2,30 15.800 0,10
2026-05-06 13F Ascent Wealth Partners, LLC 4.312 8,67 927 6,31
2026-05-29 13F Keel Point, LLC 10.545 17,01 2.268 14,49
2026-04-27 13F Turn8 Private Wealth Inc. 7.735 53,14 1.663 49,82
2026-05-13 13F Lloyd Advisory Services, LLC. 19.114 13.552,86 4.111 13.600,00
2026-04-27 13F Independent Solutions Wealth Management, LLC 8.093 1.740
2026-05-04 13F WP Advisors, LLC 1.536 0,39 330 -1,79
2026-04-27 13F HB Wealth Management, LLC 5.763.602 1,01 1.226.579 -1,17
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 1.748 376
2026-05-04 13F Carrera Capital Advisors 2.618 0,42 563 -1,75
2026-05-13 13F Valued Retirements, Inc. 3.758 3,98 808 1,76
2026-05-15 13F Tower Research Capital LLC (TRC) 52.252 11.237
2026-05-12 13F Ellis Investment Partners, LLC 3.223 6,23 693 4,05
2026-05-04 13F Sigma Planning Corp 49.479 14,52 10.641 12,07
2026-04-08 13F Mirador Capital Partners LP 1.448 4,25 311 1,97
2026-05-04 13F Evernest Financial Advisors, LLC 5.755 0,26 1.301 -1,37
2026-05-07 13F Arsenal Capital Advisors LLC 2.745 29,30 590 26,61
2026-05-15 13F Ascent Group, LLC 6.394 5,30 1.375 3,07
2026-05-04 13F Guardsman Private Capital Management, Inc. 5.251 0,02 1.129 -2,08
2026-05-15 13F Vestmark Advisory Solutions, Inc. 114.562 31,95 24.638 29,12
2026-05-04 13F Geneos Wealth Management Inc. 18.407 0,87 3.959 -1,30
2026-05-12 13F Cannon Financial Strategists, Inc. 2.554 0,87 549 -1,26
2026-04-07 13F Farther Finance Advisors, LLC 199.219 42,96 42.968 40,29
2026-04-27 13F Mount Yale Investment Advisors, LLC 47.207 118,35 10.152 113,68
2026-05-06 13F Dunhill Financial, LLC 3.173 5,49 682 3,18
2026-05-15 13F Peapack Gladstone Financial Corp 45.704 15,81 10 12,50
2026-05-14 13F Stance Capital Llc 383 82
2026-05-11 13F Ashton Thomas Private Wealth, LLC 24.702 2,13 5.312 -0,06
2026-04-15 13F Mogy Joel R Investment Counsel Inc 1.056 227
2026-05-15 13F Basso Capital Management, L.p. 176 38
2026-05-15 13F Citadel Advisors Llc Put 29.900 24,58 6.430 21,92
2026-04-15 13F Milestone Asset Management, Llc 1.306 13,76 281 11,11
2026-04-21 13F PDS Planning, Inc 283.210 1,95 60.907 -0,24
2026-05-13 13F O'shaughnessy Asset Management, Llc 59.933 33,26 12.889 30,40
2026-04-13 13F Creative Financial Designs Inc /adv 5.902 0,12 1.269 -2,01
2026-02-13 13F Stark Wealth Management LLC 1.086 0,46 239 7,69
2026-04-22 13F Princeton Global Asset Management LLC 767 11,48 165 8,61
2026-02-13 13F Clearview Wealth Advisors LLC 1.425 9,95 313 12,19
2026-04-10 13F OMNI 360 Wealth, Inc. 3.777 0,40 812 -3,91
2026-04-22 13F Onyx Bridge Wealth Group LLC 79.683 0,01 17.137 -2,14
2026-05-15 13F Keating Financial Advisory Services, Inc. 4.520 1,99 972 -0,31
2026-05-06 13F Juno Financial Group LLC 97.163 2,45 20.896 0,25
2026-04-22 13F Spire Wealth Management 31.230 47,78 6.716 44,62
2026-05-15 13F RMB Capital Management, LLC 87.616 1,04 18.843 -1,13
2026-04-30 13F Indivisible Partners 30.291 16,46 6.514 13,96
2026-05-13 13F Keystone Wealth Services, LLC 22.062 0,43 4.745 -1,74
2026-04-10 13F Sage Investment Advisers LLC 11.815 6,32 2.548 4,34
2026-05-15 13F Blue Chip Partners, Inc. 20.154 3,40 4.334 1,19
2026-04-22 13F Seneca Financial Advisors LLC 150.245 1,75 32.312 -0,43
2026-04-23 13F Northstar Asset Management Llc 25.880 3,03 5.566 0,82
2026-04-17 13F Discipline Wealth Solutions, LLC 9.495 0,17 2.042 -2,02
2026-04-29 13F Compass Financial Group, INC/SD 117.027 0,82 25.168 -1,34
2026-04-22 13F SimpliFi, Inc. 105.848 0,95 22.764 -1,22
2026-05-12 13F Creative Planning 1.204.922 6,96 259.131 4,66
2026-05-08 13F King Luther Capital Management Corp 638 22,74
2026-05-15 13F Osbon Capital Management Llc 1.452 1.478,26 312 1.460,00
2026-04-22 13F Spirepoint Private Client, Llc 66.284 6,05 14.255 3,77
2026-05-05 13F Thayer Partners, LLC / MA 10.430 1,49 2.243 -0,66
2026-05-12 13F Integras Partners LLC 7.221 5,26 1.553 2,99
2026-04-21 13F Financial Planning Hawaii, Inc. 44.972 0,85 9.672 -1,32
2026-03-27 13F Prosperity Wealth Management, Inc. 1.009 222
2026-04-08 13F Canandaigua National Corp 4.320 929
2026-05-13 13F American Investment Services, Inc. 1.427 3,03 307 0,66
2026-04-24 13F United Community Bank 503 147,78 108 145,45
2026-05-11 13F Hall Capital Management Co Inc 15.386 19,81 3.519 24,66
2026-05-01 13F Pittenger & Anderson Inc 16.721 5,08 3.596 2,83
2026-05-01 13F Evergreen Wealth Management, LLC 67.679 2,52 14.555 0,32
2026-05-12 13F WCG Wealth Advisors LLC 21.889 10,47 4.707 8,11
2026-04-15 13F Curran Financial Partners, LLC 56.029 8,65 12.050 6,32
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 1.925 5,31 414 2,99
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 3.205 0,34 689 -1,71
2026-05-15 13F Evelyn Partners Asset Management Ltd 1.490 50,51 320 47,47
2026-05-01 13F Innovative Wealth Building LLC 2.731 15,43 587 12,88
2026-04-16 13F Ellsworth Advisors, LLC 1.815 0,39 390 -4,18
2026-04-27 13F Mustard Seed Financial, LLC 1.474 0,68 317 -1,25
2026-04-07 13F Trinity Financial Advisors LLC 1.746 0,29 375 -1,83
2026-04-16 13F Ballast Rock Private Wealth LLC 4.979 39,27 1.071 36,31
2026-05-13 13F Prestige Wealth Management Group LLC 2.676 0,79 576 -1,37
2026-04-22 13F RMR Wealth Builders 1.456 0,21 313 -1,88
2026-05-07 13F Legacy Wealth Managment, LLC/ID 7 600,00 2
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.730 0,92 587 -1,18
2026-05-19 13F Front Row Advisors LLC 5.677 1,61 1.221 -0,57
2026-04-09 13F Central Valley Advisors, Llc 2.837 3,09 610 0,99
2026-05-14 13F Ieq Capital, Llc 374.469 2,64 80.533 0,43
2026-02-05 13F Center for Financial Planning, Inc. 5.043 5,08 1.108 7,05
2026-05-15 13F Vorpal, Llc 1.128 8,99 243 6,61
2026-05-01 13F Rossmore Private Capital 4.682 0,02 1.007 -2,14
2026-04-21 13F SpringVest Wealth Management LLC 1.608 0,94 346 -1,43
2026-04-21 13F Mendel Capital Management LLC 60.700 0,20 13.054 -0,13
2026-04-13 13F Kmg Fiduciary Partners, Llc 3.257 5,92 700 3,70
2026-05-01 13F Eq Wealth Advisors, Llc 11.412 2,15 2.454 -0,04
2026-04-14 13F Compton Wealth Advisory Group, LLC 123.646 0,26 26.668 -1,61
2026-05-15 13F Summit Financial, LLC 79.498 107,94 17.097 103,48
2026-04-16 13F Flywheel Private Wealth LLC 100.687 1,15 21.654 -1,02
2026-04-20 13F Columbia Asset Management 20.139 3,16 4.331 0,96
2026-04-24 13F Lynx Investment Advisory 13.550 713,81 2.914 698,36
2026-05-12 13F LightSquare Wealth Management, LLC 27.449 5.903
2026-04-23 13F Arbor Wealth Advisors LLC 7.320 0,12 1.574 -1,99
2026-04-30 13F Fidelity D & D Bancorp Inc 50.714 7,01 10.906 4,71
2026-06-01 13F Dala Group, LLC 54.877 11.804
2026-04-22 13F Clear Creek Financial Management, LLC 36.628 15,26 7.877 12,79
2026-05-07 13F JSF Financial, LLC 1.004 0,20 216 -2,27
2026-04-28 13F Baxter Bros Inc 8.758 16,88 1.883 14,40
2026-05-15 13F Evergreen Wealth Solutions, LLC 114.894 14,57 24.709 12,11
2026-04-22 13F M3 Advisory Group, LLC 63.599 1,33 13.678 -0,84
2026-04-20 13F Kestra Private Wealth Services, Llc 79.686 7,06 17.137 4,77
2026-05-15 13F Aqr Capital Management Llc 216.869 28,41 46.640 25,66
2026-04-22 13F Tred Avon Family Wealth, Llc 2.094 59,85 450 56,79
2026-04-27 13F Tennessee Valley Asset Management Partners 29.968 0,32 6.445 -1,84
2026-05-05 13F UBS Group AG 6.330.804 1,15 1.361.503 -1,02
2026-05-11 13F Commerce Bank 36.517 71,14 7.853 67,48
2026-05-13 13F First Citizens Bank & Trust Co 28.824 349,60 6.199 339,89
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 11.958 8,96 2.572 6,59
2026-05-08 13F Burke & Herbert Bank & Trust Co 5.033 0,98 1.082 -1,19
2026-05-15 13F/A Prepared Retirement Institute LLC 115.113 1,68 24.756 -0,51
2026-05-15 13F Cerity Partners LLC 933.619 8,85 201.018 6,64
2026-05-14 13F Catalytic Wealth RIA, LLC 43.966 9,94 9.455 7,58
2026-04-13 13F Trust Co 2.068 0,19 445 -1,99
2026-04-08 13F Accel Wealth Management 14.741 1,60 3.170 -0,56
2026-05-12 13F Diana Davis Spencer Foundation 44.730 9.620
2026-05-15 13F Headinvest, Llc 34.439 2,13 7.406 -0,05
2026-05-11 13F WealthTrust Axiom LLC 1.086 1,40 234 -0,85
2026-04-13 13F Midway Capital Research & Management 5.157 7,35 1.109 5,12
2026-05-05 13F Gould Asset Management Llc /ca/ 1.808 33,14 389 30,20
2026-05-08 13F Vanguard Advisers Inc 42.339 9.105
2026-04-09 13F Key Client Fiduciary Advisors, LLC 8.181 2,06 1.759 -0,11
2026-01-14 13F ORG Partners LLC 6.981 3,54 1.534 5,50
2026-04-28 13F Stratos Wealth Advisors, LLC 55.146 2,00 11.860 -0,19
2026-05-12 13F Oakmont Advisory Group, LLC 9.714 22,98 2.089 20,33
2026-05-11 13F Clarendon Private LLC 1.023 220
2026-05-06 13F Wall Street Financial Group, Inc. 77 17
2026-05-13 13F/A Quadrant Capital Group Llc 2.761 11,15 594 8,81
2026-04-21 13F Sunpointe, LLC 26.934 8,91 5.793 6,57
2026-05-06 13F North Star Asset Management Inc 12.241 0,01 2.633 -2,16
2026-04-16 13F Sweeney & Michel, Llc 8.840 0,26 1.974 -2,42
2026-05-08 13F Addison Advisors LLC 97.666 1,40 21.004 -0,77
2026-05-12 13F Stokes Family Office, LLC 354.083 3,27 76.149 1,05
2026-05-04 13F V2 Financial group LLC 1.200 9,09 258 7,05
2026-05-14 13F Ballast Financial Advisors LLC 10.374 4,84 2.231 2,58
2026-02-17 13F Snowden Capital Advisors LLC 101.142 4,55 22.229 6,06
2026-04-09 13F Planned Solutions, Inc. 2.647 0,30 569 -1,73
2026-04-14 13F Shrier Wealth Management, Llc 38.152 7,25 8.205 4,95
2026-05-15 13F Millennium Management Llc 4.441 955
2026-04-21 13F Stokes Capital Advisors, LLC 26.273 1,41 5.650 -0,77
2026-05-04 13F Optima Capital Llc 18.777 9,14 4.038 6,80
2026-04-10 13F Shelter Rock Management, LLC 1.932 0,05 416 -2,12
2026-05-11 13F Empirical Asset Management, LLC 1.260 0,24 271 -2,17
2026-04-09 13F Diversified Management Inc 18.425 2,78 3.962 0,58
2026-05-11 13F Rossby Financial, LCC 5.674 61,10 1.224 58,01
2026-05-08 13F Bristlecone Value Partners, LLC 44.024 10,31 9.468 7,94
2026-05-01 13F Hohimer Wealth Management, Llc 13.555 3,39 2.915 1,18
2026-05-15 13F Warren Averett Asset Management, LLC 1.254.222 3,09 269.733 0,88
2026-05-15 13F United Capital Financial Advisers, Llc 80.244 4,79 17.260 2,55
2026-04-16 13F Ironwood Financial, llc 1.656 3,11 356 -1,66
2026-04-24 13F Seamount Financial Group Inc 26.265 2,80 5.649 0,59
2026-05-05 13F SOUTH STATE Corp 111.535 0,08 23.987 -2,07
2026-04-27 13F Capital Advisors Inc/ok 9.123 1,11 1.962 -1,06
2026-04-28 13F Kingswood Wealth Advisors, Llc 95.461 4,75 20.530 2,50
2026-04-22 13F Coastal Investment Advisors, Inc. 8.818 4,15 1.896 1,94
2026-04-16 13F BridgePort Financial Solutions, LLC 16.497 0,46 3.548 -1,72
2026-05-07 13F Avidian Wealth Solutions, LLC 5.354 3,64 1.151 1,41
2026-05-14 13F Hrt Financial Lp 16.753 4
2026-04-09 13F Park Place Capital Corp 485 104
2026-05-13 13F PKS Advisory Services, LLC 2.144 3,88 461 1,77
2026-05-15 13F Smartleaf Asset Management LLC 18.514 0,94 3.901 -3,96
2026-04-20 13F City State Bank 46.088 6,96 9.912 4,67
2026-05-15 13F/A EverSource Wealth Advisors, LLC 126.760 1,13 27.261 -1,05
2026-04-21 13F Merkkuri Wealth Advisors LLC 411 88
2026-05-15 13F Wick Capital Partners, LLC 4.425 31,46 952 28,69
2026-05-13 13F Protective Life Corp 129 28
2026-04-17 13F Wealth Management Partners, LLC 2.945 60,84 633 57,46
2026-04-27 13F Prasad Wealth Partners, LLC 1.973 8,47 424 6,27
2026-04-30 13F Kestra Advisory Services, LLC 584.269 7,99 125.653 5,68
2026-04-23 13F Mayflower Financial Advisors, LLC 23.048 10,86 4.957 8,47
2026-04-28 13F Appleton Partners Inc/ma 4.195 0,72 1
2026-04-29 13F Seelaus Asset Management LLC 1.812 14,25 390 11,78
2026-05-15 13F Talon Private Wealth, LLC 1.343 289
2026-05-05 13F Regions Financial Corp 12.562 17,53 2.702 14,99
2026-04-28 13F Bogart Wealth, LLC 2.709 79,29 583 75,30
2026-05-08 13F Campbell Deegan Wealth Management, LLC 1.117 0,36 240 -1,64
2026-05-14 13F Financial Advisors Network, Inc. 3.563 4,15 766 2,00
2026-04-22 13F Hofer & Associates. Inc 30.050 1,43 6.463 -0,75
2026-05-14 13F We Are One Seven, LLC 65.802 0,25 14.151 -1,91
2026-05-15 13F Mission Wealth Management, Lp 67.890 5,75 14.600 3,48
2026-04-23 13F Drucker Wealth 3.0, LLC 66.519 2,75 14.306 0,54
2026-05-15 13F Principal Street Partners, LLC 33.636 0,23 7.234 -1,93
2026-05-15 13F Squarepoint Ops LLC 3.227 694
2026-05-15 13F Huntington National Bank 3.170 8.533 5,36
2026-05-01 13F MOKAN Wealth Management Inc. 14.783 50,17 3.177 46,83
2026-04-24 13F Gilliland Jeter Wealth Management LLC 45.687 0,23 9.826 -1,92
2026-04-29 13F Strategic Blueprint, LLC 25.423 2,67 5.468 0,46
2026-05-15 13F Beacon Pointe Advisors, LLC 378.858 24,38 81.477 21,71
2026-05-12 13F Saiph Capital, LLC 3.478 2,35 748 0,13
2026-05-04 13F Brookwood Investment Group LLC 3.582 26,39 770 23,79
2026-04-16 13F Quotient Wealth Partners, LLC 1.212 1,85 261 -0,38
2026-04-30 13F IMPACTfolio, LLC 1.322 2,24 284 0,00
2026-04-28 13F Southern Michigan Bank & Trust 225 48
2026-05-29 13F Krane Financial Solutions LLC 3.783 814
2026-05-13 13F Lantern Wealth Advisors, LLC 3.793 10,23 816 7,80
2026-05-01 13F Financial Advisory Partners, Llc 53.277 7,51 11.458 5,20
2026-04-29 13F Capstone Wealth Management Group, Llc 7.536 0,40 1.621 -1,76
2026-05-08 13F Atlantic Private Wealth, LLC 271 0,37 58 -1,69
2026-04-20 13F Tranquility Partners, LLC 17.122 2,34 3.617 -1,63
2026-05-15 13F Van Den Berg Management I, Inc 4.062 4,56 874 2,34
2026-05-11 13F Plotkin Financial Advisors, LLC 43.014 0,34 9.251 -1,82
2026-05-14 13F HighPoint Advisor Group LLC 23.436 6,50 5.040 4,22
2026-04-21 13F Tritonpoint Wealth, Llc 1.293 278
2026-04-21 13F Unique Wealth, Llc 2.411 519
2026-05-12 13F Councilmark Asset Management, LLC 83.309 6,75 17.916 4,46
2026-05-13 13F Mpwm Advisory Solutions, Llc 347 75
2026-05-13 13F Freestone Capital Holdings, LLC 8.130 3,69 1.748 1,45
2026-05-12 13F KilterHowling LLC 137.315 1,29 29.531 -0,89
2026-04-15 13F Sage Capital Management, LLC 3.469 0,17 747 -1,97
2026-05-08 13F Evolution Wealth Advisors, LLC 964 207
2026-04-16 13F Evexia Wealth Llc 5.954 4,47 1.329 3,83
2026-04-14 13F Southland Equity Partners LLC 2.109 0,09 454 -1,95
2026-04-24 13F Charter Oak Capital Management, LLC 17.724 0,79 3.812 -1,37
2026-05-04 13F Calamos Wealth Management LLC 4.232 12,40 910 10,04
2026-05-08 13F HORAN Wealth, LLC 14.148 100,00 3.109 100,06
2026-04-06 13F Versant Capital Management, Inc 10.400 27,31 2.237 24,57
2026-04-10 13F Level Financial Advisors, Inc. 1.228 11,53 264 9,54
2026-05-05 13F truNorth Financial Services, Inc. 8.690 2,74 1.869 0,54
2026-05-13 13F Caitlin John, LLC 1.670 6,78 359 4,66
2026-05-15 13F Glen Eagle Advisors, LLC 17.087 0,19 3.675 -1,97
2026-04-28 13F Golden State Equity Partners 6.143 1.321
2026-04-30 13F Yukon Wealth Management, Inc. 34.436 1,35 7.406 -3,79
2026-05-15 13F Qube Research & Technologies Ltd 5.308 293,19 1.142 285,47
2026-04-01 13F Vigilare Wealth Management 25.945 3,84 5.580 1,60
2026-04-22 13F Jim Saulnier & Associates, Llc 1.041 224
2026-04-14 13F Murphy Pohlad Asset Management LLC 1.653 3,44 355 1,14
2026-04-14 13F American State Bank (Iowa) 6.020 0,74 1.295 -1,45
2026-04-29 13F CVA Family Office, LLC 52.337 1,89 11.256 -0,29
2026-04-08 13F Emergent Wealth Advisors, LLC 1.208 260
2026-05-06 13F Deutsche Bank Ag\ 2.348 44,67 505 41,57
2026-05-15 13F Mittelman Wealth Management 100.578 2,68 21.630 0,47
2026-03-04 13F AG Campbell Advisory, LLC 135 30
2026-04-24 13F Wealth Care LLC 36.467 7.843
2026-05-14 13F Nicolet Bankshares Inc 12.933 2.788
2026-05-15 13F Purpose Unlimited Inc. 493 106
2026-04-24 13F BetterWealth, LLC 1.445 311
2026-05-11 13F TAGStone Capital, Inc. 7.630 7,72 1.641 5,46
2026-05-05 13F Midwestern Financial, LLC /IA 7.824 0,38 1.683 -1,75
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 12.938 176,99 2.782 171,15
2026-04-09 13F Everhart Financial Group, Inc. 18.096 218,03 3.892 211,28
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 2.381 512
2026-05-12 13F Sfmg, Llc 4.523 0,67 973 -1,52
2026-05-05 13F Navigation Group, LLC 985 212
2026-04-03 13F Waller Financial Planning Group, Inc 29.670 3,53 6.381 1,30
2026-04-20 13F Eagle Strategies LLC 14.908 7,98 3.206 5,67
2026-05-08 13F Junk Investment Group, LLC 23.427 5.038
2026-05-05 13F Gallacher Capital Management LLC 5.655 0,04 1.216 -2,09
2026-05-14 13F VestGen Advisors, LLC 75.886 857,91 17.362 897,24
2026-05-15 13F Perennial Investment Advisors, LLC 11.508 7,64 2.475 5,36
2026-04-20 13F Tower View Investment Management & Research LLC 19.738 1,37 4.245 -0,82
2026-04-22 13F Pinnacle Bancorp, Inc. 24.116 5,62 5.186 3,35
2026-04-27 13F Colonial River Wealth Management, LLC 1.116 1,36 240 -0,41
2026-05-01 13F Osprey Private Wealth LLC 985 0,51 212 -1,86
2026-05-08 13F Weinberger Asset Management, Inc 11.473 0,32 2.467 -1,83
2026-04-08 13F Towerpoint Wealth, LLC 5.902 6,02 1.269 3,76
2026-05-13 13F Bienville Capital Management, LLC 7.646 0,07 1.644 -2,08
2026-04-08 13F Stonebridge Financial Group, LLC 22.620 1,99 4.865 -0,21
2026-04-15 13F Wealthcare Capital Management Llc 1.596 43,65 343 40,57
2026-04-15 13F Websterrogers Financial Advisors, Llc 63.924 7,44 13.747 5,13
2026-04-27 13F Schaeffer Financial LLC 3.513 2,09 756 -0,13
2026-05-11 13F Aptus Capital Advisors, LLC 83.628 5,28 17.985 3,02
2026-04-20 13F GSB Wealth Management, LLC 4.831 0,48 1.039 -1,70
2026-04-22 13F MFA Wealth Services 6.269 0,19 1.348 -1,96
2026-05-12 13F Moneta Group Investment Advisors Llc 70.824 5,71 15.231 3,44
2026-05-13 13F Visionary Wealth Advisors 77.370 2,19 16.639 -0,01
2026-05-05 13F Good Harbor Advisors, Inc. 15.921 3,43 3.424 1,18
2026-04-30 13F Graetz Wealth LLC 13.306 5,13 2.862 2,88
2026-04-24 13F Keybank National Association/oh 22.890 10,72 4.923 8,34
2026-04-16 13F GEN Financial Management, INC. 113.693 0,24 24.451 -1,91
2026-05-08 13F Opus Financial Solutions LLC 15.393 1,41 3.310 -0,78
2026-04-15 13F Scott Capital Advisors, LLC 2.990 8,06 662 8,88
2026-04-16 13F Brookstone Capital Management 339.829 2,99 73.084 0,77
2026-05-08 13F Prime Capital Investment Advisors, LLC 194.698 3,14 41.872 0,93
2026-05-01 13F Sovran Advisors, LLC 32.096 4,04 7.341 5,69
2026-05-12 13F Bbr Partners, Llc 1.517 1,07 326 -0,91
2026-05-13 13F Clearwater Capital Advisors, LLC 1.021 5,15 220 2,82
2026-04-21 13F Mesirow Financial Investment Management, Inc. 196.954 54,13 42.357 50,82
2026-05-12 13F Tower Bridge Advisors 12.368 2.660
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 1.626 350
2026-05-07 13F Crewe Advisors LLC 10.571 3,17 2.273 0,98
2026-05-05 13F Sanctuary Advisors, LLC 490.072 3,52 105.395 1,29
2026-05-06 13F LPL Financial LLC 7.002.475 1,34 1.505.952 -0,84
2026-05-12 13F Waterloo Capital, L.P. 1.116 0,36 240 -1,64
2026-04-13 13F Gill Capital Partners, Llc 698 150
2026-04-22 13F Harbor Asset Planning, Inc. 1.793 0,28 386 -1,79
2026-04-14 13F Regent Peak Wealth Advisors LLC 1.657 0,24 356 -1,93
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 5.883 1,76 1.265 -0,39
2026-04-29 13F Resonant Capital Advisors, LLC 133.941 6,62 28.805 4,33
2026-04-30 13F Hegarty Advisors, LLC 3.689 15,46 793 12,96
2026-04-22 13F Janney Montgomery Scott LLC 585.802 0,17 126 -2,34
2026-05-04 13F Envestnet Asset Management Inc 2.496.901 8,67 536.984 6,33
2026-04-09 13F TrueWealth Advisors, LLC 9.771 0,01 2.101 -2,14
2026-05-14 13F Redwood Investment Management, Llc 1.964 0,41 0
2026-05-15 13F Gw Henssler & Associates Ltd 46.297 4,33 9.957 2,09
2026-06-01 13F Foguth Wealth Management, LLC. 1.390 0,22 326 6,89
2026-04-15 13F Verity & Verity, LLC 12.684 5,58 2.728 3,30
2026-04-27 13F Reynders McVeigh Capital Management, LLC 10.898 14,55 2 0,00
2026-05-04 13F Lutz Financial Services LLC 4.051 7,74 871 5,45
2026-05-07 13F Bucket List Wealth Management, LLC 1.128 12,80 243 10,50
2026-04-15 13F Stanich Group LLC 7.945 0,05 1.709 -2,12
2026-05-07 13F Dakota Wealth Management 66.828 0,17 14.372 -1,98
2026-04-24 13F Stock Yards Bank & Trust Co 13.392 7,89 2.880 5,57
2026-04-15 13F Parsons Capital Management Inc/ri 23.096 7,84 4.967 5,55
2026-04-08 13F Selby Wealth Management, LLC 19.352 60,05 4.162 56,61
2026-05-15 13F Brookmont Capital Management 2.403 24,83 517 21,99
2026-04-16 13F Park National Corp /oh/ 41.184 968,33 8.857 945,69
2026-05-04 13F Savant Capital, LLC 55.935 12,54 12.029 10,13
2026-05-13 13F Ameritas Investment Partners, Inc. 2.001 433,60 430 424,39
2026-05-04 13F J.Safra Asset Management Corp 1.634 0,37 351 -1,68
2026-04-29 13F Childress Capital Advisors, Llc 15.782 1,79 3.394 -0,38
2026-05-13 13F Dynamic Wealth Strategies, LLC 897 193
2026-04-28 13F Bfsg, Llc 12.448 11,82 2.677 9,40
2026-04-22 13F Aspire Capital Advisors LLC 1.467 0,27 316 -1,87
2026-04-20 13F Parkway Wealth Management Group, LLC 1.146 255
2026-04-28 13F Altfest L J & Co Inc 1.192 0,34 256 -1,92
2026-04-23 13F Catalina Capital Group, LLC 7.117 3,81 1.531 1,59
2026-05-08 13F Coldstream Capital Management Inc 114.753 5,27 24.679 3,01
2026-05-11 13F Accordant Advisory Group Inc 1.513 49,36 325 46,40
2026-04-17 13F Roxbury Financial LLC 5.023 3,42 1.080 1,22
2026-05-08 13F Schrum Private Wealth Management LLC 5.664 1,45 1.218 -0,73
2026-05-12 13F Bnp Paribas Arbitrage, Sa 42.998 26.441,98 9.247 26.320,00
2026-05-18 13F Wilson & Boucher Capital Management, LLC 15.916 1,67 3.423 -0,52
2026-04-21 13F J2 Capital Management Inc 4.918 2,82 1.058 0,57
2026-05-13 13F Clear Wave Wealth Management Llc 11.238 2.417
2026-05-15 13F Integrated Wealth Concepts LLC 65.122 101,56 14.005 97,25
2026-05-14 13F Kane Investment Management, Inc. 8.020 2,90 1.725 0,70
2026-04-07 13F Alpha Omega Wealth Management LLC 2.442 0,08 525 -2,05
2026-05-12 13F Innovative Asset Advisors Group, LLC 145 31
2026-02-19 13F Aznar Financial Advisors, LLC 29.011 6.376
2026-05-13 13F Adviser Investments LLC 313.729 4,17 67.471 1,94
2026-05-04 13F Greenspring Advisors, LLC 19.914 0,28 4.283 -1,88
2026-05-04 13F Mattern Capital Management, Llc 1.706 15,74 367 13,31
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 6.491 0,62 1.396 -1,55
2026-04-17 13F Summit Wealth Partners, LLC 2.983 642
2026-04-22 13F SC&H Financial Advisors, Inc. 9.484 0,05 2.040 -2,11
2026-05-15 13F Gateway Wealth Partners, LLC 45.838 121,23 9.858 116,49
2026-05-15 13F TCG Advisory Services, LLC 24.668 1,53 5.305 -0,64
2026-04-29 13F Marino, Stram & Associates Llc 23.580 0,43 5.071 -1,72
2026-05-05 13F LOM Asset Management Ltd 13.487 1,31 2.901 -0,85
2026-05-06 13F Fort Sheridan Advisors Llc 27.921 14,83 6.005 12,37
2026-04-24 13F Clarity Wealth Advisors, LLC 104.132 2,33 22.395 0,13
2026-05-08 13F/A JPL Wealth Management, LLC 68 15
2026-05-12 13F Insigneo Advisory Services, Llc 1.006 1,41 216 -0,92
2026-05-14 13F PlanVest Financial, Inc 30 6
2026-04-21 13F Laurel Oak Wealth Management, Llc 48.050 4,72 10.334 2,47
2026-04-07 13F Eastern Bank 8.210 3,34 1.766 1,09
2026-04-17 13F Guyasuta Investment Advisors Inc 2.490 118,42 536 114,00
2026-04-15 13F Cypress Financial Planning Llc 38.148 1,27 8.204 -1,65
2026-04-16 13F Thompson Davis & Co., Inc. 9.552 0,07 2.054 -2,05
2026-04-16 13F Diversified Trust Co 168.309 0,21 36.197 -1,95
2026-05-15 13F Carret Asset Management, Llc 7.636 4,73 1.642 2,50
2026-05-11 13F CFO4Life Group, LLC 1.675 2,13 360 0,00
2026-04-08 13F Safir Wealth Advisors, LLC 53.611 1,66 11.530 -0,52
2026-04-15 13F Sightline Wealth Advisors, LLC 2.357 0,34 507 -1,94
2026-04-28 13F Robertson Stephens Wealth Management, LLC 717.344 154.272
2026-04-16 13F Clark Asset Management, LLC 3.412 21,25 734 18,61
2026-05-14 13F Miller Capital Partners, Inc. 41.559 0,31 8.938 -1,85
2026-02-05 13F Passumpsic Savings Bank 5.055 20,59 1.111 35,37
2026-01-16 13F Trust Co Of Vermont 42.563 16,74 9.354 18,90
2026-05-08 13F SYM FINANCIAL Corp 2.842 1,43 611 -0,65
2026-05-01 13F DMKC Advisory Services, LLC 22.572 1,26 4.854 -0,92
2026-05-08 13F Indie Asset Partners, LLC 2.434 5,87 523 3,56
2026-02-13 13F Sei Investments Co 2.535 557
2026-05-12 13F Holderness Investments Co 2.811 10,89 605 8,44
2026-04-13 13F Mather Group, Llc. 20.429 5,61 4.393 3,34
2026-05-07 13F Legacy Capital Wealth Management, Llc 1.563 2,90 336 0,90
2026-05-15 13F Advisory Services Network, LLC 69.973 1,81 15.048 -0,38
2026-04-30 13F Money Concepts Capital Corp 22.773 0,48 4.898 -1,69
2026-04-15 13F Third View Private Wealth, LLC 2.445 526
2026-05-12 13F Independent Advisor Alliance 388.720 8.602,04 83.598 8.421,61
2026-04-17 13F Cora Capital Advisors Llc 28.880 19,47 6.211 16,91
2026-05-14 13F Riverview Capital Advisers, LLC 37.366 20,21 8.036 17,63
2026-04-29 13F Nicholas Hoffman & Company, LLC. 750.651 0,38 161.435 -1,77
2026-04-22 13F Sendero Wealth Management, LLC 3.932 7,52 846 5,23
2026-04-23 13F Pathway Financial Advisers, LLC 22.926 7,88 4.930 5,57
2026-04-16 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 1.010 217
2026-05-07 13F EPG Wealth Management LLC 1.353 0,37 291 -2,03
2026-05-11 13F Castlekeep Investment Advisors Llc 49.082 4,21 10.556 1,97
2026-05-07 13F MONECO Advisors, LLC 7.274 0,68 1.564 -1,45
2026-05-05 13F Fisher Asset Management, LLC 6.595 32,48 1.419 29,62
2026-04-09 13F Vista Investment Partners Llc 1.372 5,70 295 3,51
2026-04-20 13F Cottage Street Advisors LLC 1.511 0,07 325 -1,81
2026-04-15 13F ARS Wealth Advisors Group, LLC 2.930 0,17 630 -1,87
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.315 1,01 713 -1,93
2026-04-23 13F/A Private Wealth Group, LLC 2.092 22,41 450 19,73
2026-05-14 13F Tripletail Wealth Management, LLC 191 41
2026-05-15 13F Wealth Architects, LLC 251.254 2,45 54.035 0,25
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 6.966 0,20 1.498 -1,90
2026-05-07 13F Santori & Peters, Inc. 1.950 0,10 419 -2,10
2026-05-14 13F Evoke Wealth, Llc 182.902 1,76 39.335 -0,43
2026-04-30 13F Madison Wealth Partners, Inc 27.791 3,81 5.977 1,58
2026-04-23 13F Next Level Private LLC 1.303 0,70 280 -1,41
2026-04-08 13F JGP Wealth Management, LLC 3.269 1,08 703 -0,99
2026-04-23 13F TFC Financial Management 896 0,45 193 -2,04
2026-05-12 13F Kingsview Wealth Management, LLC 114.424 18,29 24.608 15,74
2026-05-11 13F HBK Sorce Advisory LLC 86.583 6,30 19.746 5,62
2026-05-04 13F WJ Financial Advisors LLC 1.623 24,56 349 22,03
2026-05-07 13F Alchemi Wealth, LLC 5.047 15,07 1.085 12,67
2026-05-13 13F Strategic Financial Concepts, LLC 70.622 4.029,94 15.154 3.940,80
2026-05-05 13F Clear Harbor Asset Management, LLC 19.967 9,23 4.294 6,90
2026-05-11 13F Commonwealth Retirement Investments LLC 1.985 14,67 427 12,11
2026-05-15 13F Note Advisors, LLC 9.440 4,95 2.030 0,84
2026-04-30 13F Shakespeare Wealth Management, Inc. 1.383 297
2026-05-13 13F Natixis Advisors, L.p. 97.329 5,24 21 0,00
2026-04-14 13F SNS Financial Group, LLC 7.792 0,01 1.676 -2,16
2026-05-05 13F Excalibur Management Corp 8.605 54,63 1.851 51,27
2026-04-17 13F High Net Worth Advisory Group LLC 77.367 1,51 16.639 -0,67
2026-04-17 13F Provident Wealth Management, LLC 1.548 0,32 333 -2,06
2026-05-15 13F Tradition Wealth Management, LLC 96.745 1,00 20.806 -1,17
2026-05-14 13F Lgl Partners, Llc 14.839 0,33 3.191 -1,82
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 5.537 29,04 1.267 34,36
2026-05-08 13F Bruce G. Allen Investments, LLC 1.427 0,21 307 -2,24
2026-04-06 13F Private Client Services, Llc 1.345 0,15 289 -2,03
2026-05-01 13F Harwood Advisory Group, LLC 2.517 0,08 541 -1,99
2026-05-05 13F Financial Concepts Unlimited, Inc. 1.081 232
2026-04-27 13F Soltis Investment Advisors LLC 1.089 234
2026-05-08 13F Roundview Capital LLC 14.416 2,36 3.100 0,16
2026-05-06 13F Crescent Grove Advisors, LLC 8.718 0,01 1.875 -2,14
2026-04-14 13F Cdm Financial Counseling Services, Inc. 25.326 3,54 5.447 1,32
2026-04-22 13F Advocate Investing Services LLC 15.870 2,29 3.413 0,09
2026-04-28 13F Belpointe Asset Management LLC 14.919 8,90 3.209 6,54
2026-05-11 13F Savvy Advisors, Inc. 13.192 4,22 2.837 1,98
2026-04-07 13F Abacus Planning Group, Inc. 2.047 0,24 440 -1,79
2026-04-14 13F Northwest Wealth Management, Llc 4.716 0,17 1.014 -1,93
2026-05-12 13F Awm Capital, Llc 14.272 3.069
2026-05-01 13F Vantage Point Financial LLC 1.148 8,92 247 6,49
2026-04-20 13F Global Financial Private Client, LLC 23.309 3,33 5.013 1,11
2026-05-13 13F Argent Trust Co 16.434 1,00 3.534 -1,17
2026-05-14 13F SWAN Capital LLC 70.892 19,27 15.246 16,70
2026-04-27 13F Nvwm, Llc 2.160 0,42 465 -1,69
2026-04-23 13F Chicago Capital, LLC 8.198 0,04 1.763 -2,11
2026-05-08 13F Firestone Capital Management 141.238 1,85 30.375 -0,34
2026-05-15 13F Coco Enterprises, LLC 7.581 0,92 1.640 -0,61
2026-05-11 13F Financial Perspectives, Inc 45.928 0,56 9.877 -1,60
2026-04-22 13F Independence Asset Advisors, LLC 1.200 258
2026-04-15 13F Bernardo Wealth Planning LLC 1.531 0,13 329 -2,08
2026-05-08 13F Valley Brook Capital Group, Inc. 981 0,10 211 -1,86
2026-05-15 13F Chilton Investment Co Llc 1.065 229
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 180.382 1,36 38.793 -0,82
2026-05-07 13F Human Investing LLC 160.821 2,06 34.586 -0,13
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.630 351
2026-05-04 13F CORDA Investment Management, LLC. 23.920 9,83 5.144 7,48
2026-04-20 13F Keudell/Morrison Wealth Management 8.544 0,48 1.838 -1,66
2026-05-07 13F Stone Wealth Partners 2.091 450
2026-04-15 13F Seacrest Wealth Management, Llc 17.668 3,70 3.800 0,24
2026-04-21 13F Delap Wealth Advisory, Llc 3.372 0,09 725 -2,03
2026-05-13 13F SRS Capital Advisors, Inc. 55.978 3,12 12.039 0,91
2026-05-01 13F Capital City Trust Co/fl 13.199 3,00 2.839 0,78
2026-04-15 13F PW Nova Financial Services LLC 30.826 0,50 6.629 -2,04
2026-05-11 13F Wealth Management Strategies, Inc. 1.238 0,41 266 -1,85
2026-05-14 13F Mission Creek Capital Partners, Inc. 1.377 2,00 296 0,00
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 2.964 4.531,25 575 4.000,00
2026-05-07 13F 360 Financial, Inc. 396.679 4,30 85.310 2,06
2026-04-07 13F Fragasso Group Inc. 2.453 58,46 532 56,18
2026-05-12 13F TIAA Wealth Investment Management LLC 527 111
2026-04-17 13F Paragon Financial Partners, Inc. 2.188 0,18 491 2,08
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 21.343 0,01 4.590 -2,13
2026-05-08 13F Glenview Trust Co 3.902 2,36 839 0,24
2026-04-16 13F XML Financial, LLC 7.124 7,94 1.532 5,66
2026-04-23 13F URS Advisory LLC 941 202
2026-05-13 13F Southeast Asset Advisors Inc. 13.683 0,07 2.943 -2,10
2026-05-07 13F Next Capital Management LLC 14.617 9,41 3.143 7,05
2026-04-30 13F Forza Wealth Management, LLC 14.008 1,35 3.013 -0,82
2026-04-30 13F ETF Store, Inc. 1.122 0,18 241 -2,03
2026-05-15 13F Larson Financial Group LLC 7.878 2,77 1.694 0,59
2026-04-30 13F Roman Butler Fullerton & Co 32.104 0,81 7.125 -0,14
2026-05-13 13F May Barnhard Investments LLC 5.313 2,91 1.143 0,71
2026-05-11 13F OpenArc Corporate Advisory, LLC 4.259 108,67 916 104,24
2026-04-28 13F GM Advisory Group, Inc. 40.984 0,48 8.814 -1,68
2026-04-16 13F Sheets Smith Wealth Management 23.470 0,48 5.047 -1,68
2026-04-27 13F Albion Financial Group /ut 58.102 0,15 12.495 -2,00
2026-05-01 13F Hantz Financial Services, Inc. 2.798 2,83 1
2026-04-28 13F BLB&B Advisors, LLC 4.020 47,47 865 44,24
2026-05-13 13F Ubs Asset Management Americas Inc 227.567 195,66 48.941 189,31
2026-05-15 13F Advisor Group Holdings, Inc. 1.954.312 3,50 420.444 1,26
2026-04-16 13F Beese Fulmer Investment Management, Inc. 16.661 0,91 3.557 -1,25
2026-04-17 13F Burns J W & Co Inc/ny 105.378 2,10 22.663 -0,10
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 19.148 0,27 4.118 -1,86
2026-05-04 13F Concentrum Wealth Management 1.016 218
2026-05-01 13F Fifth Third Bancorp 584.358 19,51 125.672 16,94
2026-04-30 13F Ibex Wealth Advisors 2.428 522
2026-05-12 13F GGM Financials LLC 1.360 0,22 293 -2,01
2026-04-20 13F Dagco, Inc. 55.642 5,36 11.966 3,10
2026-04-22 13F Aureum Wealth Management, LLC 4.215 212,22 906 206,08
2026-04-14 13F Covenant Asset Management, LLC 2.593 1,37 558 -0,89
2026-05-12 13F Guidance Point Advisors, LLC 2.652 0,53 571 -1,72
2026-04-13 13F White Wing Wealth Management 51.963 10,65 11.175 8,27
2026-04-23 13F Summit Wealth Group Llc / Co 13.021 286,49 2.810 279,59
2026-05-01 13F New Republic Capital, LLC 1.642 0,06 353 -1,94
2026-05-12 13F PCM Encore, LLC 2.595 12,05 558 9,63
2026-05-13 13F NFP Retirement, Inc. 15.527 11,23 3.339 8,87
2026-04-29 13F Cahaba Wealth Management, Inc. 2.043 0,29 439 -1,79
2026-04-03 13F Global Wealth Strategies & Associates 96.128 56,03 20.673 52,68
2026-04-27 13F Kelman-Lazarov, Inc. 7.622 0,11 1.639 -2,03
2026-05-05 13F Cedarwood Wealth LLC 4.518 13,49 972 8,61
2026-04-22 13F HMS Capital Management, LLC 2.093 30,24 450 27,48
2026-04-23 13F Macco Financial Group, Inc. 67.533 39,51 14.524 36,51
2026-04-16 13F Friday Financial 18.913 3,17 4.067 0,94
2026-04-09 13F Tilia Fiduciary Partners, Inc. 2.322 15,06 499 12,64
2026-04-22 13F Formidable Asset Management, LLC 20.186 0,89 4.437 2,76
2026-04-09 13F Firethorn Wealth Partners, Llc 1.233 2,15 265 0,00
2026-05-15 13F Fmr Llc 499.813 11,27 107.490 8,88
2026-04-15 13F Hengehold Capital Management Llc 57.967 9,29 12.466 6,95
2026-04-08 13F Prospera Capital Management, LLC 3.556 0,34 765 -1,80
2026-05-01 13F Wingate Wealth Advisors, Inc. 100.909 14,09 21.702 11,64
2026-04-29 13F Formulate Financial Llc 42.578 0,77 9.157 -1,40
2026-05-15 13F Armis Advisers, LLC 4.673 13,45 1.069 21,78
2026-04-10 13F AssuredPartners Investment Advisors, LLC 4.634 1.005
2026-05-08 13F MPS Loria Financial Planners, LLC 3.111 0,58 669 -1,47
2026-05-06 13F VSM Wealth Advisory, LLC 2.710 0,04 583 -2,18
2026-05-07 13F Lakeshore Financial Planning, Inc. 1.695 36,25 365 33,33
2026-04-17 13F Novare Capital Management Llc 50.306 432,68 10.819 421,35
2026-01-29 13F Comerica Bank 110.466 4,69 24.278 6,62
2026-04-09 13F Wedmont Private Capital 25.507 0,98 5.661 0,73
2026-05-15 13F Veridan Wealth LLC 1.821 2,30 392 0,00
2026-04-24 13F Saxony Capital Management, LLC 6.917 6,40 1.488 4,13
2026-05-18 13F Centaurus Financial, Inc. 15.237 4,97 3 0,00
2026-04-17 13F Sovereign Financial Group, Inc. 6.826 4,66 1.468 2,37
2026-04-14 13F Approach Retirement Advisors, LLC 5.592 0,14 1.203 -2,04
2026-05-14 13F Plum Street Advisors, LLC 1.252 9,92 269 7,60
2026-05-13 13F GeoWealth Management, LLC 704 2,77 151 0,67
2026-04-30 13F GreatBanc Trust CO 61.485 1,67 13.223 -0,52
2026-04-17 13F Willner & Heller, Llc 4.144 0,27 891 -1,87
2026-05-14 13F Aspen Grove Capital, LLC 71.957 0,34 15.477 -1,81
2026-04-08 13F Ehrlich Financial Group 20.647 19,16 4.440 16,60
2026-05-13 13F Monograph Wealth Advisors, Llc 7.380 1,30 1.587 -0,87
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 657 141
2026-05-15 13F Hamilton Capital, LLC 1.827 0,94 393 -1,26
2026-04-07 13F Orgel Wealth Management, LLC 5.755 21,82 1.238 19,17
2026-05-14 13F Pacific Financial Group Inc 2.203 2,51 474 0,21
2026-05-06 13F Eaton-Cambridge Inc. 1.720 2,20 370 0,00
2026-04-16 13F Future Financial Wealth Managment LLC 4.103 0,15 921 1,21
2026-05-14 13F Novak & Powell Financial Services, Inc. 18.909 0,12 4.067 -2,02
2026-05-07 13F JMG Financial Group, Ltd. 19.647 6,05 4.225 3,78
2026-01-30 13F Caldwell Securities, Inc 14.463 0,48 3.179 2,32
2026-05-08 13F Wilkerson Advisory Group LLC 164 198,18 35 191,67
2026-05-01 13F Team Financial Group, LLC 846 320,90 182 313,64
2026-04-24 13F Syntax Research, Inc. 770 0,39 166 -1,79
2026-05-12 13F Wayfinding Financial, LLC 1.519 2,64 0
2026-04-21 13F Argo Wealth Advisory, LLC 12.748 42,36 2.742 39,28
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center