VO / Vanguard Index Funds - Vanguard Mid-Cap ETF - Institutionelles Eigentümerschaft, Käufer

Vanguard Index Funds - Vanguard Mid-Cap ETF
US ˙ ARCA ˙ US9229086296

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Mid-Cap ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, TRB Wealth Management, LLC, Jefferies Financial Group Inc., Southern Michigan Bank & Trust, Vanguard National Trust Co, Henson-Edgewater Management, LLC, Cedar Point Capital Partners, LLC, Canandaigua National Corp, Vanguard Advisers Inc, Calamos Advisors LLC, Krane Financial Solutions LLC, Tower Bridge Advisors, Kraft, Davis & Associates, LLC, Spartan Wealth Advisory Services LLC, Baer Investment Advisory LLC, Dala Group, LLC, Smithbridge Asset Management Inc/de, Clearview Wealth Management LLC, FCG Investment Co, und Evergreen Wealth Solutions, LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2026-05-15 13F Mcdonald Partners Llc 2.783 100,65 799 98,76
2026-05-04 13F RAM Investment Partners, LLC 1.441 0,28 414 -0,96
2026-05-08 13F Equity Wealth Partners, LLC 60.706 6,89 17.434 5,77
2026-05-06 13F Pacitti Group Inc. 1.941 2,05 557 1,09
2026-04-15 13F Adamsbrown Wealth Consultants Llc 3.054 0,63 877 -0,34
2026-05-08 13F Searle & Co. 1.522 52,20 437 50,69
2026-05-13 13F BCJ Capital Management, LLC 1.054 25,33 303 23,77
2026-05-12 13F M Holdings Securities, Inc. 23.313 2
2026-04-23 13F West Bancorporation Inc 15.959 28,66 4.583 27,34
2026-04-28 13F Berger Financial Group, Inc 1.421 0,07 408 -0,97
2026-05-15 13F Cardiff Park Advisors, Llc 722 0,28 207 -0,48
2026-04-29 13F Bluestem Financial Advisors, Llc 3.879 0,05 1.114 -1,07
2026-05-08 13F Fortis Group Advisors, LLC 49.905 502,86 3.858 57,47
2026-05-11 13F RiverFront Investment Group, LLC 2.838 13,38 815 12,26
2026-05-15 13F Fiduciary Trust Co 9.562 3,09 2.746 2,04
2026-02-11 13F MidWestOne Financial Group, Inc. 14.734 6,35 4.276 5,09
2026-05-06 13F World Equity Group, Inc. 3.091 1,91 888 0,80
2026-04-22 13F Stone Point Wealth LLC 6.953 0,90 1.997 -0,15
2026-05-04 13F Bleakley Financial Group, LLC 472.704 9,26 135.751 8,12
2026-04-17 13F Monticello Wealth Management, Llc 31.024 7,32 8.909 6,20
2026-04-10 13F Perigon Wealth Management, LLC 21.420 0,21 6.152 -0,84
2026-04-21 13F Tenon Financial LLC 845 243
2026-05-14 13F Bollard Group LLC 366 0
2026-04-09 13F Pacifica Partners Inc. 118 0,85 34 -2,94
2026-04-22 13F Vicus Capital 1.257 9,49 361 8,11
2026-04-20 13F Davidson Trust Co 2.515 6,07 722 4,94
2026-05-14 13F TRB Wealth Management, LLC 106.033 30.451
2026-04-22 13F Retirement Guys Formula Llc 14.962 3,84 4.297 2,75
2026-05-15 13F Windsor Advisory Group, LLC 4.771 594,47 1.370 588,44
2026-01-28 13F Edge Financial Advisors LLC 1.448 0,70 420 -0,47
2026-04-29 13F Geneva Partners, LLC 2.223 8,70 638 7,59
2026-05-01 13F Johnson Investment Counsel Inc 35.437 15,19 10.177 13,98
2026-04-14 13F Heirloom Wealth Management 7.373 336,27 2.117 332,04
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 1.374.859 394.832
2026-05-14 13F Clg Llc 708 0,43 203 -0,49
2026-04-23 13F Sawyer & Company, Inc 247 0,41 71 -1,41
2026-04-27 13F Pachira Investments Inc. 6.005 42,43 1.724 40,96
2026-05-14 13F Ted Buchan & Co 921 1,66 265 0,38
2026-04-15 13F DAVENPORT & Co LLC 224.445 15,91 64.456 14,69
2026-04-24 13F Fulton Bank, N.a. 4.133 1,27 1.187 0,17
2026-05-14 13F We Are One Seven, LLC 39.116 8,45 11.233 7,32
2026-05-20 13F RMR Capital Management, LLC 6.644 14,89 1.908 13,71
2026-05-13 13F Lido Advisors, LLC 159.510 13,28 45.809 11,04
2026-04-13 13F Moody Lynn & Lieberson, Llc 2.452 0,74 704 -0,28
2026-05-05 13F M3 Wealth Management, LLC 14.328 10,79 4.115 9,62
2026-04-30 13F Carmel Capital Partners, LLC 3.211 0,34 922 -0,65
2026-04-30 13F Beirne Wealth Consulting Services, LLC 42.278 19,35 12.142 18,09
2026-05-08 13F Vanguard National Trust Co 38.970 11.191
2026-04-16 13F Montecito Bank & Trust 4.535 6,58 1.302 5,51
2026-04-22 13F McLean Asset Management Corp 1.082 3,05 311 -1,59
2026-05-04 13F Retirement Planning Group 20.407 8,88 5.860 7,74
2026-05-15 13F Clearview Wealth Management LLC 6.416 1.843
2026-05-13 13F Invictus Private Wealth, Llc 433.617 2,77 124.526 1,69
2026-04-21 13F Compass Advisory Group LLC 1.129 0,44 324 -0,61
2026-04-21 13F Next Level Wealth Planning, LLC 63.394 2,68 18.206 1,60
2026-04-07 13F Mb, Levis & Associates, Llc 408 0,25 117 -0,85
2026-04-27 13F Investors Asset Management Of Georgia Inc /ga/ /adv 2.836 19,01 814 17,80
2026-04-07 13F Heartwood Wealth Advisors LLC 148.780 6,12 42.727 5,01
2026-04-23 13F North Star Investment Management Corp. 2.277 0,09 654 -1,06
2026-05-13 13F Forum Private Client Group LLC 45.622 11,31 13.129 10,37
2026-05-11 13F Strengthening Families & Communities, LLC 9.156 2.629
2026-05-06 13F Ceera Investments, Llc 750 215
2026-04-22 13F tru Independence LLC 1.039 0,29 298 -0,67
2026-04-23 13F Seek First Inc. 3.717 0,38 1.067 -0,65
2026-05-12 13F Prosperity Bancshares Inc 4.096 27,80 1.176 26,45
2026-04-14 13F Drive Wealth Management, Llc 36.324 3,63 10.432 2,55
2026-05-13 13F Transcend Wealth Collective, Llc 8.390 0,20 2.410 -0,86
2026-05-12 13F Focused Alpha, Llc 2.732 18,12 785 16,84
2026-05-15 13F MAI Capital Management 134.105 5,15 38.512 4,05
2026-04-24 13F Oakworth Capital, Inc. 5.557 84,93 1.596 82,91
2026-05-12 13F WESCAP Management Group, Inc. 12.696 1,53 3.646 0,47
2026-05-13 13F Kingdom Financial Group LLC. 400 99,00 115 96,55
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 42.178 15,81 12.113 14,59
2026-04-24 13F Luminist Capital LLC 5.120 5,11 1.470 4,03
2026-05-18 13F Hamilton Wealth, LLC 35 10
2026-04-14 13F Papp L Roy & Associates 2.915 0,10 837 -0,95
2026-05-05 13F Prosperity Consulting Group, LLC 114.341 2,13 32.836 1,06
2026-05-05 13F Plante Moran Financial Advisors, LLC 4.072 4,04 1.169 3,00
2026-05-11 13F CAPROCK Group, Inc. 59.508 2,34 17.090 1,26
2026-05-14 13F St. Louis Trust Co 7.878 8,29 2.262 7,15
2026-04-09 13F Peterson Wealth Advisors, LLC 2.817 0,25 809 -0,86
2026-04-14 13F Joule Financial, LLC 1.898 545
2026-04-24 13F Eagle Bay Advisors LLC 2.539 0,04 732 -0,68
2026-05-13 13F B&D White Capital Company, LLC 5.212 0,29 1.497 -0,80
2026-04-10 13F Capital Advantage, Inc. 20.599 7,88 5.916 6,75
2026-04-28 13F Fortis Capital Advisors, LLC 46.917 5,32 13.474 4,22
2026-05-01 13F Arq Wealth Advisors, Llc 719 206
2026-04-22 13F Stone House Investment Management, LLC 1.974 0,41 567 -0,70
2026-05-08 13F Paulson Wealth Management Inc. 2.194 0,64 630 -0,47
2026-04-15 13F Register Financial Advisors LLC 1.499 53,43 431 51,94
2026-04-15 13F Atwood & Palmer Inc 529 152
2026-05-07 13F Oak Barrel Wealth Advisory LLC 3.239 940
2026-04-03 13F Ridgewood Investments LLC 12.583 3,24 3.614 0,92
2026-05-05 13F Clarity Asset Management, Inc. 162 45,95 46 43,75
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 5.361 0,04 1.539 -4,88
2026-04-08 13F Inspirion Wealth Advisors, Llc 8.121 4,38 2.332 3,32
2026-04-17 13F Vermillion Wealth Management, Inc. 846 0,12 243 -1,22
2026-04-09 13F VERITY Wealth Advisors 1.432 0,28 411 -0,72
2026-04-14 13F Focus Financial Network, Inc. 17.519 17,91 5.031 16,65
2026-04-17 13F Cache Advisors, LLC 160 46
2026-05-06 13F TopTier Wealth Management, LLC 1 0
2026-05-19 13F Western Wealth Management, LLC 8.822 56,98 2.534 55,40
2026-04-21 13F Wedbush Securities Inc 10.667 4,17 3 50,00
2026-04-20 13F Ritholtz Wealth Management 16.666 181,24 4.786 178,42
2026-04-07 13F Legacy Private Trust Co. 2.797 0,04 803 -0,99
2026-05-12 13F Summit Trail Advisors, Llc 32.273 1.692,94 9.268 1.675,48
2026-04-08 13F TOWER TRUST & INVESTMENT Co 3.034 6,42 871 5,32
2026-04-27 13F CWS Financial Advisors, LLC 10.939 1,58 3.141 0,51
2026-04-22 13F Cornerstone Wealth Group, LLC 13.003 252,10 997 -7,00
2026-04-09 13F Tompkins Financial Corp 1.334 111,08 383 109,29
2026-05-13 13F Pinnacle Financial Group, LLC / IL 19.296 7,37 5.542 6,25
2026-05-08 13F Resources Investment Advisors, LLC. 96.343 4,85 27.668 3,75
2026-04-10 13F Tounjian Advisory Partners, Llc 916 0,44 263 -0,76
2026-05-11 13F Timmons Wealth Management, LLC 108 0,93 31 -3,23
2026-04-16 13F Rfg Holdings, Inc. 60.987 87,57 17.514 85,61
2026-05-04 13F Calamos Advisors LLC 20.466 5.877
2026-04-22 13F DORVAL Corp 57.494 1,15 16.511 0,09
2026-05-11 13F First National Bank Of Omaha 32.191 7,49 9.150 4,76
2026-05-14 13F Hazlett, Burt & Watson, Inc. 473 11,29 0
2026-05-01 13F Coordinated Financial Services, Inc. 5.412 0,86 1.554 -0,19
2026-05-15 13F Wimmer Associates 1, Llc 1.431 3,02 411 1,74
2026-04-16 13F Johnson Bixby & Associates, LLC 25.354 3,84 7.281 2,75
2026-04-14 13F Tradewinds Capital Management, LLC 1.751 0,23 503 -0,79
2026-05-15 13F Ballast, Inc. 140.974 2,14 40.485 1,07
2026-05-14 13F Missouri Trust & Investment Co 9.620 2,67 2.763 1,58
2026-04-21 13F Compass Planning Associates Inc 6.090 18,00 1.749 16,83
2026-05-18 13F Edgestream Partners, L.P. 928 267
2026-05-11 13F MCF Advisors LLC 11.478 0,26 3.296 -0,78
2026-05-15 13F Quantinno Capital Management LP 76.558 18,66 21.986 17,42
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 9.426 0,27 2.707 -0,81
2026-05-11 13F Convergence Financial, LLC 4.456 339,88 616 109,18
2026-05-01 13F Luminvest Wealth Management LLC 2.497 36,45 678 27,68
2026-04-17 13F Brave Asset Management Inc 780 224
2026-04-07 13F Bath Savings Trust Co 4.164 81,83 1.196 79,97
2026-04-09 13F Clarity Capital Advisors, LLC 8.317 0,16 2.388 -0,87
2026-04-14 13F Searcy Financial Services Inc /adv 101.588 2,99 29.174 1,92
2026-05-15 13F Westbourne Investments, Inc. 1.775 0,11 510 -0,97
2026-05-04 13F Hexagon Capital Partners LLC 22.740 100,11 6.530 98,00
2026-04-10 13F Winebrenner Capital Management Llc 1.946 0,78 559 -0,36
2026-05-07 13F Scarborough Advisors, LLC 493 142
2026-05-12 13F Pandi, LLC 2.383 684
2026-04-20 13F Chatham Capital Group, Inc. 9.264 4,44 2.660 3,34
2026-04-09 13F Somnio Financial Group, LLC 48.480 2,38 13.922 1,30
2026-04-27 13F Pensionmark Financial Group, Llc 68.163 5,00 19.575 3,90
2026-04-22 13F Riverbend Wealth Management, LLC 5.789 4,03 1.662 2,91
2026-04-30 13F Manning & Napier Advisors Llc 42.758 15,85 12.279 13,58
2026-05-11 13F Atlas Legacy Advisors, LLC 4.520 6,65 1.298 5,61
2026-04-28 13F McGuire Investment Group, LLC 3.024 4,10 868 2,97
2026-05-14 13F Gladstone Institutional Advisory LLC 29.711 2,73 8.532 1,66
2026-04-15 13F Fortitude Family Office, LLC 46.276 10,82 13.289 9,65
2026-04-14 13F SigFig Wealth Management, LLC 615.408 11,39 176.732 10,23
2026-05-14 13F 1832 Asset Management L.P. 549.716 1,55 157.867 0,49
2026-04-16 13F Forbes J M & Co Llp 1.263 363
2026-05-08 13F Allen Wealth Management, Llc 52.316 17,20 15.024 15,97
2026-04-21 13F Trueblood Wealth Management, LLC 3.965 12,58 1.139 11,35
2026-04-22 13F Continuum Advisory, LLC 22.515 1,90 6.466 0,83
2026-05-07 13F Fidato Wealth LLC 140.240 1,29 40.274 0,23
2026-05-07 13F Washington Trust Bank 25.638 178,13 7.363 175,21
2026-05-07 13F Green Square Capital Advisors Llc 1.192 342
2026-05-11 13F Aprio Wealth Management, LLC 11.813 938,05 3.393 -1,60
2026-05-01 13F Wealthspire Advisors, LLC 618.508 2,73 177.623 1,65
2026-05-15 13F Aberdeen Wealth Management LLC 2.615 12,14 751 11,09
2026-04-30 13F Mosaic Family Wealth Partners, Llc 16.812 4.828
2026-04-28 13F Goldstein Advisors, LLC 4.244 27,68 1.219 26,35
2026-04-14 13F Retirement Management Systems Inc. 30.809 19,55 8.848 18,29
2026-04-23 13F Members Wealth Llc 44.714 387,88 3.425 24,68
2026-05-13 13F Anson Capital, Inc. 14.090 2,11 4.046 1,05
2026-05-15 13F Strive Financial Group ,LLC 25.660 5,46 7.369 4,36
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 8.318 32,37 2.389 30,99
2026-04-27 13F Beacon Advisors Holdings, Llc 23.572 0,46 6.769 -0,59
2026-05-13 13F Adviser Investments LLC 25.427 3,18 7.302 2,11
2026-05-06 13F Performa Ltd (US), LLC 249.449 16,53 71.637 15,31
2026-05-04 13F Cornerstone Advisory, LLC 88.193 7,13 25.327 6,01
2026-04-20 13F Hilton Head Capital Partners, LLC 385 10,63 110 8,91
2026-05-11 13F Pathstone Holdings, LLC 597.960 0,65 171.724 -0,33
2026-05-05 13F Newbridge Financial Services Group, Inc. 42 12
2026-04-14 13F Wealthcare Advisory Partners LLC 54.510 0,71 15.654 -0,34
2026-05-15 13F Fortress Financial Group, Llc 1.159 333
2026-05-12 13F Leavell Investment Management, Inc. 193.401 0,73 55.541 -0,32
2026-05-12 13F Independent Advisor Alliance 63.810 2.662,34 18.325 2.635,07
2026-05-06 13F Berkeley Capital Partners, LLC 17.874 2,77 5.133 1,70
2026-04-21 13F GHP Investment Advisors, Inc. 1.691 0,54 486 -0,61
2026-04-22 13F Bravera Wealth 3.974 40,57 1.141 39,15
2026-05-22 13F/A Summitry Llc 775 223
2026-05-15 13F Marquette Associates, Inc. 18.535 0,30 5.323 -0,75
2026-05-14 13F Renaissance Technologies Llc 29.400 478,74 8.443 472,80
2026-04-09 13F Praetorian Wealth Management, Inc. 58.438 0,99 17.441 3,85
2026-05-01 13F Valmark Advisers, Inc. 36.046 2,75 10.352 1,67
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 116.327 6,65 33.407 1,70
2026-05-15 13F Shufro Rose & Co Llc 123.931 6,21 35.591 5,09
2026-05-15 13F DT Investment Partners, LLC 138.159 4,97 39.677 3,87
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 13.826 0,87 3.971 -0,20
2026-05-01 13F Capital Squared Financial LLC 4.719 17,77 1.355 16,61
2026-04-17 13F CENTRAL TRUST Co 314.554 5,90 90.334 4,79
2026-05-12 13F Cascade Financial Partners, LLC 23.705 1,71 6.808 0,65
2026-05-15 13F Advisory Services Network, LLC 49.409 25,32 14.189 24,01
2026-05-08 13F SHP Wealth Management 83.709 5,49 24.042 4,39
2026-01-29 13F Concurrent Investment Advisors, LLC 61.051 8,56 17.718 7,26
2026-04-23 13F Wheelhouse Advisory Group LLC 45.998 2,76 13.210 0,74
2026-05-13 13F First Trust Advisors Lp 5.798 12,41 1.665 11,22
2026-05-12 13F Bear Mountain Capital, Inc. 164.192 4,90 50.643 7,39
2026-05-15 13F NorthRock Partners, LLC 29.370 185,26 2.109 -29,45
2026-04-23 13F Balanced Wealth Group Llc 918 0,77 264 -1,50
2026-04-29 13F SilverOak Wealth Management LLC 253.783 3,68 72.881 2,59
2026-05-14 13F Manhattan West Asset Management, LLC 747 215
2026-04-15 13F Trust Co Of Toledo Na /oh/ 3.282 4,79 943 3,74
2026-05-05 13F Mjp Associates Inc /adv 33.578 10,20 9.643 9,05
2026-05-14 13F Neuberger Berman Group LLC 6.556 15,28 1.883 14,06
2026-05-04 13F Chicago Partners Investment Group LLC 1.616.123 318,16 123.795 7,26
2026-05-06 13F SP Asset Management LLC 130.890 2,43 37.589 1,36
2026-04-07 13F Myecfo, Llc 1.610 5,23 462 4,05
2026-04-29 13F Horst & Graben Wealth Management LLC 10.720 313,26 821 9,04
2026-04-09 13F Wincap Financial Llc 753 216
2026-05-01 13F Holistic Planning, LLC 26.810 5,72 7.699 4,61
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 5.905 13,73 1.696 12,55
2026-04-14 13F XY Planning Network, Inc. 808 234
2026-05-12 13F Index Fund Advisors, Inc. 8.340 0,31 2.395 -0,75
2026-05-13 13F Fogel Capital Management, Inc. 14.472 0,58 4.156 -0,46
2026-05-06 13F Hartland & Co., LLC 709.749 1,16 203.826 0,10
2026-04-23 13F Traub Capital Management LLC 973 0,52 279 -0,36
2026-05-07 13F Omnia Family Wealth, LLC 12.991 0,95 3.731 -0,11
2026-04-08 13F Gladwyn Financial Advisors, Inc. 309 1,64 89 0,00
2026-04-29 13F Orin Green Financial, LLC 18.795 0,58 5.398 -0,48
2026-01-23 13F Bowman & Co S.C. 5.757 3,90 1.672 2,70
2026-04-20 13F Triangle Securities Wealth Management 3.804 0,63 1.092 -0,46
2026-04-17 13F Forefront Wealth Partners, LLC 5.455 17,01 1.567 15,83
2026-04-30 13F Accredited Investors Inc. 29.308 0,31 8.417 -0,74
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 1.927 0,52 553 -0,54
2026-05-04 13F Gleason Group, Inc. 18.624 0,10 5.348 -0,94
2026-05-15 13F Knightsbridge Asset Management, Llc 9.565 9,24 2.747 8,07
2026-04-17 13F Old North State Wealth Management, LLC 771 0,26 222 -0,45
2026-04-27 13F Smith & Howard Wealth Management, LLC 53.967 9,80 15.504 8,69
2026-05-15 13F Cape Investment Advisory, Inc. 1.999 9,65 574 8,51
2026-04-20 13F CWA Asset Management Group, LLC 10.341 3,58 2.970 2,49
2026-05-14 13F Us Bancorp \de\ 5.414.562 7,35 1.555.054 6,23
2026-04-17 13F/A Founders Financial Securities Llc 143.176 2,77 42.701 5,61
2026-04-30 13F Acorn Wealth Advisors, LLC 2.398 37,03 689 35,70
2026-05-11 13F Wealth Dimensions Group, Ltd. 8.116 1,93 2.331 0,87
2026-05-08 13F Wall Street Access Asset Management, LLC 4.626 6,10 1.328 4,98
2026-04-07 13F Howard Financial Services, Ltd. 2.861 822
2026-05-04 13F Nadler Financial Group, Inc. 299.951 4,31 86.140 3,22
2026-04-28 13F CAP Partners, LLC 16.021 5,26 4.601 4,14
2026-04-28 13F Shayne & Co., Llc 884 254
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.257 0,15 935 -0,85
2026-04-21 13F Huntleigh Advisors, Inc. 2.059 18,13 591 17,03
2026-05-15 13F Van Diest Capital, LLC 1.291 73,76 371 72,09
2026-05-12 13F E6 Portfolios, LLC 1.704 4,86 489 3,82
2026-04-15 13F 21 West Wealth Management LLC 9.202 0,07 2.643 -0,97
2026-05-08 13F Valeo Financial Advisors, LLC 32.594 4,13 7.689 -1,03
2026-04-06 13F Hiley Hunt Wealth Management 3.977 0,38 1.142 -0,61
2026-02-03 13F Vantage Financial Partners, LLC 2.514 0,56 730 -0,68
2026-05-15 13F Pinney & Scofield, Inc. 196 56
2026-04-07 13F Pathway Financial Advisors LLC 147.086 3,00 42.649 -0,25
2026-04-27 13F Thrive Capital Management, LLC 5.107 91,85 1.467 89,90
2026-05-15 13F FreeGulliver LLC 13.164 0,05 3.780 -1,00
2026-04-22 13F Red Door Wealth Management, LLC 2.898 5,54 832 4,52
2026-05-14 13F Roof Eidam & Maycock/adv 51.818 4,56 14.881 3,46
2026-05-07 13F Facet Wealth, Inc. 88.471 8,39 25.407 3,94
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 3.195 3,63 918 2,46
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 1.783 3,18 512 2,00
2026-05-15 13F Security National Bank Of Sioux City Iowa /ia/ 1.276 366
2026-04-28 13F Astoria Portfolio Advisors LLC. 7.296 311,51 559 4,89
2026-04-27 13F BCK Partners, Inc. 96.187 1,19 27.623 0,13
2026-05-15 13F Second Line Capital, LLC 3.982 308
2026-04-16 13F Cornerstone Management, Inc. 24.894 26,56 7.149 25,25
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.041 8,80 586 7,72
2026-05-11 13F Meridian Wealth Advisors, LLC 78.552 27,53 22.559 26,20
2026-02-12 13F FineMark National Bank & Trust 18.395 104,12 5.339 101,66
2026-05-05 13F EnRich Financial Partners LLC 56.367 2,64 16.188 1,57
2026-04-22 13F Detalus Advisors, LLC 3.035 0,13 872 -0,91
2026-05-05 13F Napier Financial, LLC 57.182 0,91 16.422 -0,15
2026-05-11 13F Portland Global Advisors LLC 5.069 2,55 1.456 1,46
2026-05-14 13F Synergy Investment Management, LLC 498 143
2026-05-06 13F Main Street Group, LTD 77 22
2026-05-12 13F Tocqueville Asset Management L.p. 966 0,10 278 -1,07
2026-05-06 13F Intentional Wealth Strategies, LLC 48 14
2026-05-29 13F Asset Dedication, LLC 4.719 14,10 1.355 12,92
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 1.241 27,28 356 26,24
2026-04-16 13F Asset Advisory Group, Inc. 2.848 0,99 818 0,12
2026-04-17 13F Blankinship & Foster, LLC 112.124 1,55 32.200 0,49
2026-02-12 13F Planning Project LLC 4.485 1.302
2026-04-13 13F Plan Group Financial, LLC 3.511 0,09 1.008 -0,98
2026-04-15 13F Merit Financial Group, LLC 358.773 14,54 103.032 13,34
2026-04-22 13F TBH Global Asset Management, LLC 1.083 311
2026-03-02 13F Reflection Asset Management 63 18
2026-04-15 13F Founders Grove Wealth Partners, Llc 19.067 2,22 5.476 1,15
2026-04-21 13F Foster & Motley Inc 1.030 34,64 0
2026-05-11 13F PCA Investment Advisory Services Inc. 11.280 2,17 3.239 1,12
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 49.414 2,62 14.191 1,54
2026-05-14 13F Bridgewater Advisors Inc. 28.143 248,00 2.168 -10,45
2026-04-21 13F Gutierrez Wealth Advisory, LLC 767 0,39 220 -0,45
2026-04-21 13F Christine Messmer Pc 711 2,75 204 2,00
2026-04-21 13F Maridea Wealth Management LLC 1.398 24,05 401 22,63
2026-04-29 13F Richmond Investment Services, LLC 12.323 125,28 3.539 123,00
2026-05-15 13F Change Path, LLC 15.785 53,77 4.533 52,17
2026-04-22 13F Romano Brothers And Company 8.040 16,44 2.309 15,17
2026-04-10 13F Abound Wealth Management 1.415 0,50 406 -0,49
2026-05-07 13F Regimen Wealth, Llc 954 2,14 275 1,85
2026-04-13 13F Bouchey Financial Group Ltd 118.112 1,50 35.226 4,31
2026-04-28 13F ORG Wealth Partners, LLC 91 22,97 26 23,81
2026-04-27 13F Koshinski Asset Management, Inc. 18.876 17,44 5.421 16,21
2026-05-06 13F Bartlett & Co. Wealth Management Llc 65.867 293,54 5.077 4,53
2026-05-07 13F Northwestern Mutual Wealth Management Co 6.309.032 2,07 1.811.828 1,00
2026-05-13 13F Banque Transatlantique SA 1.590 457
2026-05-01 13F Summit Financial Strategies, Inc. 10.786 6,99 3.098 5,88
2026-05-08 13F Blair William & Co/il 137.341 6,64 39.442 5,53
2026-04-21 13F Grey Fox Wealth Advisors, LLC 82.268 9,83 23.626 8,68
2026-04-22 13F Apollon Wealth Management, LLC 14.433 2,16 4.145 1,07
2026-04-15 13F Tribridge Partners Financial LLC 60.187 3,67 17.452 3,58
2026-04-22 13F BKM Wealth Management, LLC 19.371 1,45 5.563 0,40
2026-05-14 13F Galvin, Gaustad & Stein, LLC 3.783 0,03 1.086 -1,00
2026-04-24 13F UMA Financial Services, Inc. 2.030 0,59 583 -0,34
2026-05-15 13F Sanchez Levi Garrett 1.582 454
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 2.213 4,34 635 3,25
2026-04-27 13F Trademark Financial Management, LLC 710 204
2026-05-04 13F Avantax Planning Partners, Inc. 2.692 11,61 773 10,44
2026-05-01 13F Midwest Trust Co 1.027.699 2,18 295.135 1,11
2026-04-28 13F Fundamentun, Llc 14.417 28,72 4.140 27,38
2026-05-04 13F LJI Wealth Management, LLC 4.655 2,87 1.337 1,75
2026-05-14 13F RMG Wealth Management LLC 39.805 497,40 3.107 55,53
2026-05-12 13F Warwick Investment Management, Inc. 3.241 6,65 931 5,56
2026-04-20 13F MBM Wealth Consultants, LLC 2.705 1,77 777 0,65
2026-05-15 13F Core Wealth Advisors, Inc. 53.861 2,43 15.468 1,36
2026-04-28 13F Howe & Rusling Inc 32.717 4,01 9.396 2,91
2026-04-29 13F Opulen Financial Group LLC 6.377 0,38 1.831 -0,65
2026-05-12 13F Richardson Capital Management LLC 696 0,14 200 -1,00
2026-04-16 13F Southern Capital Advisors, Llc 946 0,11 272 -1,09
2026-05-11 13F Marin Bay Wealth Advisors, LLC 988 0,10 284 -1,05
2026-05-11 13F RWM Asset Management, LLC 29.038 133,01 8.339 123,27
2026-05-11 13F Berkshire Asset Management Llc/pa 64.074 0,20 18.401 -0,85
2026-05-01 13F Miller Financial Services LLC 1.437 49,53 413 48,20
2026-05-05 13F Ethos Financial Group, LLC 35.575 11,87 10.002 8,36
2026-04-21 13F Falcon Wealth Planning 1.329 4,56 382 3,53
2026-04-07 13F Signaturefd, Llc 3.162 15,70 908 14,50
2026-04-17 13F First National Bank Sioux Falls 48.158 5,10 14.580 9,65
2026-05-01 13F Diversify Wealth Management, Llc 162.359 303,74 12.320 2,31
2026-04-28 13F Golden State Wealth Management, LLC 4.645 2,27 1.334 1,14
2026-04-09 13F IFG Advisors, LLC 7.102 1,49 2.040 0,39
2026-04-15 13F Optivise Advisory Services LLC 2.003 4,98 575 3,98
2026-04-17 13F James J. Burns & Company, LLC 55.011 4,21 15.798 3,11
2026-05-15 13F Wealth Management Nebraska 3.706 67,39 1.064 65,73
2026-06-03 13F/A Wealthquest Corp 144.354 2,79 41.456 1,71
2026-05-15 13F Vestmark Advisory Solutions, Inc. 126.900 33,20 36.443 31,81
2026-04-06 13F Sincerus Advisory, LLC 10.088 2,92 2.897 1,86
2026-05-06 13F Brio Consultants, LLC 19.692 241,40 1.530 -8,55
2026-04-23 13F Summit Investment Advisory Services, LLC 4.309 2,79 1.237 1,73
2026-04-08 13F Sfm, Llc 35.573 5,47 10.216 4,36
2026-04-07 13F Twele Capital Management, Inc. 70.303 0,81 20.190 -0,25
2026-04-29 13F FIDELIS iM, LLC 75.561 3,49 21.700 2,41
2026-05-05 13F One Day In July LLC 2.089 60,08 600 58,47
2026-04-29 13F WPG Advisers, LLC 27 8,00 8 0,00
2026-05-05 13F Cullen/frost Bankers, Inc. 441.989 0,19 126.930 -0,86
2026-05-08 13F Stone Loft Wealth Management Llc 5.566 338,27 1.598 334,24
2026-02-05 13F Tucker Asset Management Llc 390 21,50 113 20,21
2026-04-14 13F Cathy Pareto & Associates, Inc 1.010 6,65 290 5,84
2026-05-12 13F Americana Partners, LLC 17.803 5,93 5.113 4,82
2026-04-20 13F Bennett Associates Wealth Management 27.604 7,47 7.927 6,35
2026-04-15 13F Fmb Wealth Management 3.050 876
2026-04-08 13F Sapient Capital Llc 30.516 21,29 8.763 18,92
2026-04-22 13F Apollon Financial, LLC 2.754 2,61 791 1,54
2026-05-05 13F Blue Water Asset Management 1.277 0,24 367 -0,81
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 4.649 1.335
2026-04-23 13F SJS Investment Consulting Inc. 195 103,12 56 107,41
2026-04-20 13F McKinley Carter Wealth Services, Inc. Put 258 -2,27
2026-04-29 13F/A True Link Financial Advisors, LLC 1.047 9,63 301 8,30
2026-05-11 13F Umb Bank N A/mo 12.341 9,16 3.544 8,05
2026-05-15 13F Clark Capital Management Group, Inc. 3.114 21,36 894 20,16
2026-05-15 13F/A Independent Financial Group, Llc 12.250 16,81 3.518 15,61
2026-05-07 13F Patrick M Sweeney & Associates, Inc 811 0,12 233 -1,28
2026-05-04 13F Bridges Investment Management Inc 73.709 9,22 21.168 8,08
2026-04-21 13F Morton Capital Management LLC/CA 1.896 47,78 544 46,24
2026-04-02 13F Horizons Wealth Management 38.722 0,71 11.120 -0,34
2026-04-21 13F Hidden Cove Wealth Management, LLC 22.397 106,40 6.432 104,22
2026-05-04 13F AMG National Trust Bank 199.553 16,04 57.308 14,82
2026-05-06 13F Aviance Capital Partners, LLC 1.239 1,31 356 0,28
2026-01-29 13F Vanguard Group Inc 54.216 1,02 15.734 -0,19
2026-05-13 13F Jaffetilchin Investment Partners, LLC 2.267 0,18 651 -0,91
2026-05-11 13F Ellevest, Inc. 27.806 2,36 7.985 1,29
2026-04-28 13F Blossom Wealth Management 3.847 5,66 1.105 4,55
2026-05-15 13F Excelsior Advisor Network LLC 23.308 13,98 6.694 12,79
2026-04-23 13F Marquette Asset Management, LLC 129.447 0,78 37.174 -0,27
2026-04-15 13F Redhawk Wealth Advisors, Inc. 2.017 8,21 579 7,02
2026-05-19 13F Mascagni Wealth Management, Inc. 5.693 0,11 1.635 -0,97
2026-05-11 13F Daymark Wealth Partners, Llc 34.045 0,30 9.777 -0,76
2026-05-15 13F Alliancebernstein L.p. 63.071 2,69 18.304 2,69
2026-04-13 13F Arwa Llc 1.413 46,12 422 50,36
2026-04-29 13F Rockwood Wealth Management, LLC 6.215 0,47 1.785 -0,61
2026-04-21 13F Wesbanco Bank Inc 149.322 5,32 42.882 4,22
2026-04-24 13F Whelan Financial 48.645 4,45 13.970 3,35
2026-05-15 13F MidFirst Bank 3.179 7,95 913 6,79
2026-05-06 13F Tyche Wealth Partners LLC 1.162 31,75 334 30,08
2026-05-13 13F Keystone Financial Group 18.133 0,08 5.207 -0,97
2026-05-08 13F Cornerstone Financial Management LLC 6.599 3,04 1.895 1,99
2026-05-05 13F Duncan Williams Asset Management, LLC 12.864 0,66 3.694 -3,02
2026-05-13 13F Mairs & Power Inc 10.997 424,92 3.158 419,41
2026-04-16 13F Heck Capital Advisors, LLC 4.359 2.206,35 1.252 2.453,06
2026-04-08 13F Ccg Wealth Management, Llc 1.085 11,40 312 10,28
2026-04-21 13F Venturi Wealth Management, LLC 1.446 0,91 415 -0,24
2026-05-12 13F Aspiriant, Llc 5.897 0,20 1.694 -0,82
2026-04-15 13F Cranbrook Wealth Management, LLC 108.081 0,29 31.039 -0,76
2026-05-08 13F McAdam, LLC 22.330 6,55 6.413 5,43
2026-05-13 13F Old North State Trust, LLC 2.949 5,81 1
2026-04-10 13F Country Trust Bank 356.121 2,30 102.271 1,23
2026-04-09 13F OFS Enterprise LLC 4.300 1.235
2026-05-15 13F Sonoma Private Wealth LLC 1.185 1,54 340 0,59
2026-04-27 13F Qrg Capital Management, Inc. 4.231 14,32 1.215 13,13
2026-05-14 13F Pennington Partners & Co., Llc 2.851 0,39 819 -0,73
2026-05-15 13F Equitable Holdings, Inc. 375.949 11,09 109.063 11,04
2026-04-08 13F Fermata Advisors, LLC 4.624 3,33 1.328 2,23
2026-05-14 13F Capital Analysts, Inc. 14.569 209,39 4 300,00
2026-04-07 13F CoreCap Advisors, LLC 48.870 9,44 14.035 8,29
2026-04-20 13F Focused Wealth Management, Inc 1.373 394
2026-04-14 13F Kozak & Associates, Inc. 272 1,12 82 1,25
2026-05-05 13F Bcm Advisors, Llc 51.533 317,61 3.972 7,79
2026-05-07 13F Advisor OS, LLC 36.365 18,82 10.443 17,59
2026-05-07 13F Summit Global Investments 843 3,56 0
2026-04-08 13F Hardin Capital Partners, LLC 1.662 9,06 477 7,92
2026-04-28 13F SBI Securities Co., Ltd. 476 0,21 137 -0,73
2026-05-08 13F Mosaic Financial Group, Llc 4.679 0,11 1 0,00
2026-05-13 13F Green Harvest Asset Management LLC 6.313 20,13 1.813 18,82
2026-05-19 13F Royal Fund Management, LLC 7.834 3,47 2.256 2,36
2026-05-05 13F Black Diamond Financial, LLC 43.150 0,09 12.392 -0,97
2026-05-07 13F Carson Advisory Inc. 847 10,72 243 9,46
2026-04-13 13F CMH Wealth Management LLC 796 229
2026-05-26 13F Summit Financial Wealth Advisors, LLC 25.540 1,79 7.334 0,73
2026-04-14 13F Nbc Securities, Inc. 6.575 1,06 1.888 0,00
2026-04-28 13F David Kennon Inc 37.537 1,55 10.780 0,48
2026-04-14 13F Affiance Financial, LLC 11.343 15,19 3.257 14,00
2026-04-02 13F Collective Family Office Llc 3.287 1,11 944 0,00
2026-04-17 13F Aspire Growth Partners LLC 1.935 2,49 556 1,46
2026-04-13 13F Uptown Financial Advisors LLC 35.450 11,11 10.181 9,95
2026-04-16 13F Fiduciary Advisors, Inc. 29.462 2,93 8.461 1,87
2026-05-14 13F Jacobi Capital Management LLC 5.714 18,97 1.641 17,73
2026-04-13 13F Mitchell Sinkler & Starr/pa 5.867 2,62 1.685 1,51
2026-04-23 13F O'Connor Financial Group LLC 34.861 0,14 10.011 -3,70
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 47.362 100,27 13.601 98,18
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 11.597 0,69 3.331 -2,03
2026-05-13 13F Principal Securities, Inc. 51.940 17,35 14.916 16,12
2026-04-30 13F Mason & Associates Inc 21.041 5,78 5.911 2,37
2026-04-08 13F BOS Asset Management, LLC 6.149 2,11 1.766 1,03
2026-02-17 13F Tolleson Wealth Management, Inc. 719 209
2026-05-04 13F Alta Wealth Advisors LLC 1.389 0,22 399 -0,75
2026-05-15 13F Jones Financial Companies Lllp 26.272.163 22,26 7.431.298 19,16
2026-05-12 13F TD Waterhouse Canada Inc. 3.335 179,55 960 177,46
2026-04-16 13F Scott & Selber, Inc. 10.662 3,26 3.062 2,17
2026-04-29 13F Cary Street Partners Financial Llc 106.434 77,58 30.566 75,72
2026-04-24 13F Enzi Wealth 888 0,11 255 -4,14
2026-04-27 13F Greenleaf Trust 1.108 25,34 318 24,22
2026-05-08 13F First National Advisers, LLC 1.573 60,51 452 58,80
2026-05-14 13F Horizon Investments, LLC 281.856 108,49 20.237 -48,42
2026-04-27 13F Lodestar Private Asset Management Llc 9.007 3,87 2.587 2,78
2026-05-01 13F First Business Financial Services, Inc. 3.205 7,95 920 6,85
2026-05-13 13F Calton & Associates, Inc. 929 3,34 267 1,92
2026-04-15 13F Fjell Capital, LLC 14.850 1,78 4.265 0,71
2026-05-14 13F Bakala Capital Management LLC 2.558 0,39 735 -0,68
2026-04-08 13F West Financial Advisors, LLC 9.466 2,68 2.718 1,61
2026-05-15 13F Ancora Advisors, LLC 42.005 0,30 12.063 -0,75
2026-05-15 13F Warren Averett Asset Management, LLC 355.422 3,52 102.070 2,44
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 14.865 7,06 4.269 5,96
2026-05-05 13F PFG Advisors 9.256 1,55 2.658 0,49
2026-04-08 13F Dynamic Advisor Solutions LLC 23.165 7,14 6.653 6,01
2026-04-20 13F Greenup Street Wealth Management Llc 23.410 7,46 6.723 6,33
2026-05-06 13F Shared Vision Wealth Group LLC 2.488 107,33 715 98,89
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 29.561 2,23 8.489 1,17
2026-04-09 13F FCG Investment Co 6.028 1.731
2026-04-24 13F Essex LLC 5.327 0,62 1.530 -0,46
2026-05-14 13F Bridgewealth Advisory Group, LLC 29.523 9,59 8.478 8,44
2026-05-07 13F New York Life Investment Management Llc 176.926 9,15 50.810 8,01
2026-04-29 13F Downshift Financial, LLC 43.819 389,22 3.328 26,60
2026-04-14 13F Prospera Financial Services Inc 53.051 0,61 15.258 -0,42
2026-04-08 13F Heritage Family Offices, LLP 4.412 1.267
2026-05-15 13F/A EverSource Wealth Advisors, LLC 4.391 10,13 1.261 8,99
2026-05-06 13F Catalyst Capital Advisors LLC 421.239 10,96 120.971 9,80
2026-05-05 13F Woodmont Investment Counsel Llc 97.156 2,77 27.901 1,70
2026-04-24 13F Capital Asset Advisory Services LLC 1.021.155 296,25 78.680 1,98
2026-05-11 13F Condor Capital Management 80.384 0,32 23.085 -0,73
2026-04-21 13F Powers Advisory Group, LLC 4.874 22,93 1.400 21,65
2026-04-28 13F Kiley Juergens Wealth Management, Llc 6.387 1.834
2026-05-07 13F True North Advisors, LLC 2.805 2,11 806 1,00
2026-04-29 13F Staley Capital Advisers Inc 48.966 1,04 14.062 -0,02
2026-04-21 13F Narus Financial Partners, LLC 19.352 1,69 5.557 0,63
2026-04-29 13F Landmark Wealth Management, LLC 5.905 5,50 1.696 4,37
2026-05-15 13F Silver Grove Financial Group, Inc. 868 249
2026-04-22 13F Millburn Ridgefield Corp 421.239 10,96 120.971 9,80
2026-05-13 13F South Plains Financial, Inc. 7.769 1,80 2.231 0,77
2026-05-18 13F Claris Financial LLC 3.448 42,01 990 40,63
2026-05-15 13F Quadcap Wealth Management, LLC 1.522 2,63 437 1,63
2026-05-12 13F Ausdal Financial Partners, Inc. 24.953 4,81 7.166 3,71
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 5.109 10,92 1.467 9,81
2026-04-16 13F Allegheny Financial Group LTD 10.861 17,67 3.119 16,47
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 4.147 0,02 1.191 -1,00
2026-05-11 13F Investments & Financial Planning, LLC 57.866 1,01 16.618 -0,05
2026-04-23 13F Glass Jacobson Investment Advisors llc 9.336 1,88 2.681 0,79
2026-04-29 13F Clearwave Capital, LLC 2.399 0,29 689 -0,86
2026-04-30 13F First Horizon Corp 68.954 354,54 19.802 349,84
2026-04-14 13F Opal Wealth Advisors, LLC 936 23,97 269 22,37
2026-05-05 13F Cannon Wealth Management Services, LLC 12.857 2,27 3.692 1,21
2026-04-30 13F Financial Freedom, LLC 10.350 0,19 2.972 -0,83
2026-02-17 13F Glenmede Trust Co Na 141.538 18,16 41.077 32,60
2026-05-04 13F Hourglass Capital, Llc 4.410 1.266
2026-05-07 13F Cassaday & Co Wealth Management LLC 6.640 1,72 1.907 0,63
2026-04-14 13F Lawood & Co 983 26,35 282 25,33
2026-05-15 13F Hancock Whitney Corp 20.344 480,10 1.573 54,57
2026-05-06 13F Topel & Distasi Wealth Management, LLC 8.623 1,33 2.476 0,28
2026-05-12 13F ForthRight Wealth Management, LLC 47.448 0,79 13.626 -0,26
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 7.270 24,49 2.088 23,20
2026-04-24 13F Lynx Investment Advisory 1.114 320
2026-05-14 13F Raymond James Financial Inc 7.515.492 5,20 2.158.299 4,10
2026-04-30 13F Hsbc Holdings Plc 4.107 97,45 1.179 95,52
2026-04-20 13F Park Edge Advisors, LLC 2.244 0,04 645 -1,08
2026-01-27 13F Meritage Portfolio Management 1.374 0,37 399 -1,00
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 270.338 6,55 77.582 5,10
2026-05-15 13F Gotham Asset Management, LLC 29.428 46,17 8.451 44,66
2026-02-03 13F Alpha Cubed Investments, LLC 4.727 2,32 1.372 1,03
2026-05-22 13F Coastline Complete Wealth LLC 40.062 9,72 11.505 8,58
2026-04-28 13F Mokosak Advisory Group, LLC 16.385 2,71 4.706 1,66
2026-05-14 13F Coastal Bridge Advisors, LLC 22.611 7,36 6.493 6,23
2026-04-17 13F Sara-Bay Financial 2.228 3,58 640 1,43
2026-04-10 13F Pure Financial Advisors, Inc. 90.740 0,05 26.059 -1,00
2026-04-27 13F GenTrust, LLC 125.083 3,00 35.921 1,92
2026-04-16 13F Intergy Private Wealth, LLC 10.405 3,41 2.988 2,29
2026-04-15 13F Ami Investment Management Inc 6.777 3,48 1.946 2,42
2026-05-13 13F Townsquare Capital Llc 2.182 32,24 627 30,96
2026-05-06 13F Zhang Financial LLC 93.967 1,75 26.985 0,68
2026-04-22 13F Joel Isaacson & Co., LLC 475.299 2,10 136.496 1,03
2026-05-08 13F Steward Partners Investment Advisory, Llc 191.884 9,60 55.105 8,45
2026-05-01 13F Avion Wealth 49.233 9,76 14 7,69
2026-05-12 13F Jane Street Group, Llc Put 2.900 833
2026-04-21 13F Chapin Davis, Inc. 4.682 9,75 1.345 8,65
2026-05-15 13F Rehmann Capital Advisory Group 5.974 9,39 1.716 8,20
2026-05-12 13F Jane Street Group, Llc Call 16.700 421,88 4.796 416,70
2026-05-05 13F Covestor Ltd 1.632 4,28 0
2026-05-11 13F Shepherd Financial Partners LLC 1.245 3,49 358 2,29
2026-04-27 13F Sharp Financial Services, LLC 902 6,12 259 5,28
2026-05-11 13F Blue Bell Private Wealth Management, Llc 3.961 0,18 1.138 -0,87
2026-05-02 13F Auxano Advisors, LLC 800 6,24 230 5,05
2026-04-08 13F Warner Financial, Inc 31.650 0,66 9.089 100.888,89
2026-05-15 13F First Manhattan Co 156.396 12,65 44.914 11,47
2026-04-21 13F OneAscent Financial Services LLC 30.116 19,13 8.649 17,87
2026-04-17 13F Signal Advisors Wealth, LLC 850 244
2026-05-05 13F Allspring Global Investments Holdings, LLC 7.917 18,23 2.289 15,49
2026-04-22 13F Uniting Wealth Partners, LLC 757 217
2026-04-28 13F Stephens Inc /ar/ 148.085 6,56 42.527 5,44
2026-02-06 13F Global Retirement Partners, LLC 49.234 0,09 14.289 -1,11
2026-05-05 13F HighTower Advisors, LLC 1.086.203 2,31 311.961 1,25
2026-05-13 13F Daner Wealth Management, LLC 131.587 295,69 10.161 1,12
2026-02-13 13F Pine Valley Investments Ltd Liability Co 15.170 0,31 4.403 -0,90
2026-04-06 13F GAMMA Investing LLC 5.344 0,85 1.535 -0,20
2026-05-12 13F Jane Street Group, Llc 9.475 235,99 2.721 232,64
2026-05-01 13F Carnegie Capital Asset Management, LLC 64.366 22,93 18.485 21,64
2026-05-01 13F Emerald Investment Partners, Llc 1.428 4,08 410 3,02
2026-04-29 13F Capital Planning LLC 39.856 16,34 11.446 14,16
2026-04-22 13F Wilkins Miller Wealth Management, LLC 3.774 9,14 1.084 7,98
2026-04-16 13F Petredis Investment Advisors Llc 39.273 0,16 11.278 -0,89
2026-05-05 13F LeClair Wealth Partners LLC 1.277 367
2026-04-29 13F Birch Hill Investment Advisors LLC 4.187 0,14 1.202 -0,91
2026-05-11 13F Prudent Investors Network 72.986 4,51 20.960 3,41
2026-04-10 13F Octavia Wealth Advisors, LLC 2.020 1,51 580 0,52
2026-05-04 13F NWF Advisory Services Inc. 10.965 1,81 3.149 0,77
2026-05-08 13F Maia Wealth LLC 21.813 36,31 6.264 31,21
2026-05-05 13F Noesis Capital Mangement Corp 830 15,28 238 14,42
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 19.424 2,70 5.578 1,64
2026-05-11 13F Catalyst Financial Partners Llc 2.755 64,87 791 63,43
2026-04-08 13F RDA Financial Network 715 205
2026-04-23 13F Interchange Capital Partners, LLC 5.507 4,50 1.424 -6,87
2026-04-15 13F Regatta Capital Group, Llc 801 230
2026-04-30 13F Sequoia Financial Advisors, LLC 14.007 1,17 4.023 0,10
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 18.314 0,07 5.259 -0,98
2026-04-15 13F Fifth Third Securities, Inc. 22.492 0,92 6.460 -0,14
2026-04-16 13F Five Pine Wealth Management 18.401 0,17 5.284 -0,88
2026-04-28 13F Interactive Financial Advisors 5.889 3,37 1.691 2,30
2026-04-29 13F Mycio Wealth Partners, Llc 719 0,14 207 -0,96
2026-04-29 13F Rocky Mountain Advisers, Llc 260 6,12 75 4,23
2026-05-04 13F N.E.W. Advisory Services LLC 8.021 2,13 2.304 1,05
2026-05-14 13F Mill Creek Capital Advisors, LLC 5.110 0,24 1.468 -0,81
2026-05-15 13F Tudor Investment Corp Et Al 1.517 436
2026-05-14 13F Aries Wealth Management 47.854 7,55 13.743 6,42
2026-04-20 13F Courier Capital Llc 7.402 4,89 2.126 3,76
2026-05-15 13F M Wealth Management, LLC 1.003 0,30 288 -0,69
2026-04-17 13F Astoria Strategic Wealth, Inc. 938 0,11 269 -0,74
2026-05-15 13F Asset Management Group, Inc. 57.544 12,42 16.525 11,25
2026-04-27 13F Platform Technology Partners 5.408 6,79 1.553 5,72
2026-05-14 13F Captrust Financial Advisors 333.471 0,67 95.766 -0,39
2026-04-02 13F Silverleafe Capital Partners, LLC 34.253 15,79 9.837 14,59
2026-04-29 13F Skopos Labs, Inc. 2.587 35,59 743 32,74
2026-05-01 13F Strategic Wealth Advisors LLC 2.340 2,63 1
2026-05-12 13F Pcg Asset Management, Llc 2.513 108,37 722 105,41
2026-04-21 13F Marietta Wealth Management, LLC 80.144 1,77 23.016 0,70
2026-05-12 13F Culbertson A N & Co Inc 23.732 1,42 6.815 0,35
2026-04-21 13F Financial Consulate, Inc 54 54,29 16 50,00
2026-04-08 13F Afg Fiduciary Services Limited Partnership 7.299 0,36 2.127 -0,09
2026-04-24 13F Goldstone Financial Group, LLC 64.025 15,08 18.387 13,88
2026-05-15 13F Strategies Wealth Advisors, LLC 4.524 0,31 1.299 -0,69
2026-04-30 13F Stablepoint Partners, LLC 8.740 12,44 2.510 11,26
2026-04-10 13F Sound Stewardship, LLC 822 0,12 236 -1,26
2026-05-14 13F Traynor Capital Management, Inc. 1.511 424
2026-04-21 13F BankPlus Wealth Management LLC 6.628 23,50 1.906 22,19
2026-04-09 13F Shearwater Capital LLC 774 222
2026-04-15 13F Financial Management Professionals, Inc. 35.083 4,19 10.075 3,10
2026-04-15 13F Perkins Coie Trust Co 143.333 0,86 41.161 -0,20
2026-05-15 13F Goldman Sachs Group Inc 901.190 9,85 258.804 8,70
2026-04-28 13F Westfuller Advisors, LLC 329 0,30 95 -1,05
2026-04-29 13F Strid Group, LLC 2.702 82,57 776 80,65
2026-05-07 13F Burk Holdings LLC 139 40
2026-04-03 13F First County Bank /CT/ 6.618 3,88 1.901 2,81
2026-04-13 13F Elm3 Financial Group, LLC 3.997 5,55 1.148 4,37
2026-05-12 13F Disciplined Investors, L.L.C. 1.133 0,27 325 -0,61
2026-04-17 13F 55 North Private Wealth, LLC 1.447 0,21 416 -0,95
2026-04-13 13F Compass Ion Advisors, LLC 889 0,11 255 -0,78
2026-04-30 13F Winch Advisory Services, LLC 216 8,00 62 6,90
2026-04-29 13F Latko Wealth Management, Ltd. 21.447 0,33 6.159 -0,73
2026-05-12 13F Alerus Financial Na 2.784 11,27 800 10,06
2026-05-14 13F August Group Capital Ltd 849 16,94 244 15,71
2026-04-16 13F Freedom Financial Partners LLC 49.017 4,25 14.077 3,16
2026-04-28 13F Raleigh Capital Management Inc. 297 280,77 85 286,36
2026-01-13 13F Stephens Consulting, LLC 88.518 0,88 25.690 -0,33
2026-05-14 13F Hilltop Holdings Inc. 10.078 7,20 2.894 6,09
2026-04-13 13F CJM Wealth Advisers, Ltd. 4.145 0,36 1.190 -0,67
2026-04-14 13F Capital Asset Managemnet, LLC 2.917 0,03 838 -1,06
2026-05-14 13F Twin Focus Capital Partners, Llc 8.123 64,00 2.333 62,28
2026-04-27 13F LCW Services, LLC 8.013 48,80 2.301 47,31
2026-04-27 13F FSM Wealth Advisors, LLC 2.289 18,36 657 17,11
2026-04-13 13F Hm Payson & Co 4.701 0,11 1.350 -0,88
2026-04-29 13F Weitzel Financial Services, Inc. 1.093 0,37 315 -0,94
2026-05-14 13F Retiremitten Financial Llc 1.497 430
2026-02-12 13F CIBC Private Wealth Group, LLC 2.185.156 18,11 634.176 16,70
2026-05-08 13F Stonebridge Financial Planning Group, LLC 7.624 6,18 2.189 5,09
2026-05-05 13F Milestone Investment Advisors LLC 39.499 15,34 11.343 14,14
2026-05-14 13F Level Four Advisory Services, Llc 27.817 15,87 7.989 14,65
2026-05-13 13F Corsicana & Co. 190 24,18 49 11,36
2026-05-27 13F/A Maripau Wealth Management Llc 1.209 57,42 347 56,31
2026-04-22 13F AJ Advisors, LLC 61.318 3,62 17.609 2,54
2026-05-04 13F Gratus Wealth Advisors, LLC 77.424 94,19 22.235 92,15
2026-04-28 13F Intelligent Financial Strategies 498 0,20 143 -0,69
2026-05-13 13F Sepio Capital, LP 11.702 6,64 3.361 5,53
2026-04-01 13F Burkett Financial Services, Llc 1.889 3,34 543 2,26
2026-04-30 13F Mv Capital Management, Inc. 268 1.388,89 77 1.420,00
2026-05-05 13F CPA Asset Management LLC 45.846 23,66 13.166 22,37
2026-04-10 13F Baker Tilly Financial, Llc 11.637 0,91 3.342 -0,12
2026-04-17 13F Defined Wealth Management, Llc 8.263 0,57 2.373 -0,50
2026-05-07 13F Allen Investment Management LLC 775 223
2026-05-04 13F Archer Investment Corp 198 59,68 57 55,56
2026-05-11 13F Peak Retirement Planning, Inc. 22.514 315,92 6.466 311,78
2026-04-07 13F Plus Group Wealth Advisors LLC 23.949 3,66 6.878 2,57
2026-05-05 13F Crestwood Advisors Group LLC 64.185 104,87 18.433 102,73
2026-05-15 13F Peapack Gladstone Financial Corp 245.379 0,49 70 0,00
2026-05-15 13F 10Elms LLP 665 3,91 191 2,70
2026-04-27 13F Level Wealth Management LLC 4.652 28,94 1.336 27,51
2026-05-15 13F Citadel Advisors Llc Put 6.400 4,92 1.838 3,79
2026-05-15 13F Citadel Advisors Llc 6.348 1.823
2026-05-15 13F Citadel Advisors Llc Call 9.700 51,56 2.786 49,97
2026-02-13 13F Motiv8 Investments LLC 37 0
2026-05-14 13F Gwn Securities Inc. 7.748 9,45 2.225 8,33
2026-04-22 13F Parcion Private Wealth LLC 1.271 365
2026-05-04 13F 6th Street Advisors, LLC 1.385 398
2026-04-30 13F North Capital, Inc. 965 0,42 277 -0,36
2026-04-07 13F Park Avenue Securities Llc 32.439 8,13 9 12,50
2026-05-07 13F Capital Performance Advisors Llp 1.080 310
2026-04-28 13F Golden State Equity Partners 7.470 272,75 2.146 269,19
2026-04-21 13F Rooted Wealth Advisors, Inc. 125.730 244,48 9.688 -10,95
2026-04-21 13F Sensible Money, LLC 1.055 36,30 303 34,82
2026-05-06 13F Gryphon Financial Partners LLC 3.983 29,70 1.144 28,28
2026-05-11 13F Great Valley Advisor Group, Inc. 63.849 0,85 18.336 -0,21
2026-05-06 13F Spartan Wealth Advisory Services LLC 13.416 3.853
2026-05-15 13F Cascades Capital Asset Management, LLC 22.168 11,37 6.366 10,21
2026-05-15 13F Private Capital Management, LLC 982 0,31 282 -0,70
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 15.114 0,65 4.340 -0,41
2026-05-11 13F Miramar Capital, LLC 1.093 0,46 314 -0,63
2026-05-04 13F Sigma Planning Corp 28.775 5,76 8.264 4,24
2026-05-07 13F Key Capital Management, INC 650 98,78 187 97,87
2026-05-08 13F TPG Financial Advisors, LLC 17.403 8,63 4.998 7,49
2026-04-14 13F Value Investment Professionals, LLC 1.473 386
2026-05-05 13F Beaumont Financial Advisors, LLC 8.909 12,86 2.558 11,65
2026-04-07 13F Farther Finance Advisors, LLC 152.325 55,85 44.021 55,19
2026-05-11 13F Ashton Thomas Private Wealth, LLC 136.303 4,10 39.143 3,01
2026-04-23 13F Investment Planning Advisors, Inc. 1.915 3,29 550 2,23
2026-05-04 13F Evernest Financial Advisors, LLC 14.360 284,57 1.100 -2,48
2026-05-21 13F Verus Capital Partners, Llc 10.911 2,08 3.133 1,00
2026-05-13 13F O'shaughnessy Asset Management, Llc 51.778 7,96 14.870 6,83
2026-04-08 13F Gilman Hill Asset Management, LLC 24.983 8,35 7.175 7,22
2026-04-07 13F Blueline Advisors Llc 1.118 1.246,99 321 1.237,50
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 246.030 1,43 70.655 0,37
2026-05-13 13F Lloyd Advisory Services, LLC. 400 115
2026-05-13 13F IF Advisors, LLC 35.213 10,09 10.112 8,93
2026-04-24 13F CFC Planning Co LLC 4.337 16,84 1.246 15,60
2026-01-30 13F BancorpSouth Bank 84.854 2,12 24.626 0,90
2026-05-01 13F Associated Banc-corp 253.498 8,01 72.800 6,88
2026-04-15 13F Mogy Joel R Investment Counsel Inc 4.780 11,03 1.373 9,85
2026-05-04 13F Tradewinds, LLC. 3.196 300,00 247 6,49
2026-05-15 13F Prosperitas Financial LLC 34.350 0,77 9.865 -0,29
2026-05-15 13F Morgan Stanley 8.634.521 1,65 2.479.662 0,58
2026-04-21 13F PDS Planning, Inc 233.271 2,41 66.991 1,34
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 327.441 13,94 94 13,25
2026-05-04 13F Summit Wealth Group, LLC 1.147 4,84 329 3,79
2026-05-14 13F Zacks Investment Management 1.655 17,21 475 16,14
2026-05-15 13F Toroso Investments, LLC 18.232 25,96 5.236 24,64
2026-04-08 13F Hummer Financial Advisory Services Inc 2.449 6,52 703 5,40
2026-04-14 13F Spectrum Investment Advisors, Inc. 21.019 4,38 6.036 3,29
2026-04-28 13F Nvest Financial, LLC 5.189 44,50 1.490 42,99
2026-05-05 13F Bank of New York Mellon Corp 1.132.281 11,77 325.169 10,60
2026-05-08 13F Pnc Financial Services Group, Inc. 2.358.867 2,35 677.420 1,28
2026-05-13 13F Keystone Wealth Services, LLC 3.534 0,71 1.015 -0,39
2026-04-23 13F Northstar Asset Management Llc 58.009 0,17 16.659 -0,87
2026-05-12 13F Athena Investment Management 3.295 6,70 946 5,58
2026-05-08 13F Vanguard Advisers Inc 20.817 5.978
2026-04-20 13F Sowell Financial Services LLC 29.828 1,54 8.566 0,47
2026-04-27 13F Osborne Partners Capital Management, Llc 1.737 98,29 499 96,06
2026-04-09 13F Secure Asset Management, LLC 16.559 163,89 4.755 161,12
2026-01-26 13F Pursuit Wealth Management LLC 1.538 446
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 55.286 3,17 15.877 2,09
2026-04-13 13F Colorado Capital Management, Inc. 19.715 2,55 6 0,00
2026-04-15 13F Wolff Financial Management Llc 91.482 2,86 26.272 1,78
2026-04-21 13F Wise Wealth Partners 825 3,38 237 2,16
2026-04-08 13F Canandaigua National Corp 34.364 9.869
2026-05-12 13F Covington Investment Advisors Inc. 12.938 7,32 4 0,00
2026-05-05 13F Aspiring Ventures, LLC 1.309 376
2026-05-13 13F Nwm Advisors, Llc 20.750 119,39 5.959 117,13
2026-04-29 13F Montag A & Associates Inc 73.732 4,09 21.174 3,00
2026-05-05 13F Steel Peak Wealth Management LLC 4.159 8,45 1.194 7,28
2026-04-16 13F Balboa Wealth Partners 1.406 34,42 404 33,00
2026-04-24 13F United Community Bank 719 7,80 206 6,74
2026-04-27 13F Mount Yale Investment Advisors, LLC 89.910 6,66 25.820 5,54
2026-05-14 13F Beaird Harris Wealth Management, LLC 3.558 1,14 1.022 0,00
2026-05-12 13F Matters Capital Llc 1.085 312
2026-04-27 13F Wbh Advisory Inc 2.794 0,04 808 -0,37
2026-05-14 13F Bernard Wealth Management Corp. 275 22,22 79 20,00
2026-04-21 13F Financial Planning Hawaii, Inc. 12.063 2,64 3.464 1,55
2026-05-14 13F SWAN Capital LLC 298 0,34 85 -1,16
2026-05-11 13F Hall Capital Management Co Inc 172.394 309,05 13.328 8,96
2026-04-16 13F Smith, Salley & Associates 1.408 0,07 404 -0,98
2026-04-21 13F Mendel Capital Management LLC 834 0,24 239 -2,05
2026-05-01 13F Bensler, LLC 1.853 82,92 532 81,57
2026-04-16 13F Ellsworth Advisors, LLC 862 0,35 248 -4,26
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 1.469 422
2026-05-15 13F Ameriflex Group, Inc. 663 9,05 190 7,95
2026-04-13 13F LexAurum Advisors, LLC 15.015 19,83 4.312 17,17
2026-05-07 13F Legacy Wealth Managment, LLC/ID 160 3.100,00 46 4.400,00
2026-05-15 13F National Philanthropic Trust 356.234 4,04 102.303 2,95
2026-05-14 13F Ieq Capital, Llc 12.494 6,15 3.588 5,07
2026-05-01 13F Innovative Wealth Building LLC 14.691 4,99 4.219 3,89
2026-05-15 13F Mustico Financial Group, Inc. 144.415 322,88 11.654 14,52
2026-05-11 13F Fortis Capital Management LLC 6.913 6,40 1.985 5,31
2026-05-05 13F Thayer Partners, LLC / MA 2.101 0,29 603 -0,82
2026-04-08 13F Arlington Trust Co LLC 847 255,88 243 252,17
2026-04-24 13F Kendall Capital Management 20.055 0,06 5.759 -0,98
2026-05-14 13F White Lighthouse Investment Management Inc. 17.758 4,15 5.100 3,05
2026-04-20 13F Ronald Blue Trust, Inc. 8.729 4,56 2.507 3,47
2026-05-15 13F Evelyn Partners Asset Management Ltd 25.662 19,97 7.370 18,70
2026-05-15 13F Summit Financial, LLC 127.839 12,71 36.713 11,53
2026-05-14 13F North Ridge Wealth Advisors, Inc. 901 104,77 253 99,21
2026-04-24 13F Argent Advisors, Inc. 1.258 2,11 361 1,12
2026-05-07 13F Rice Partnership, LLC 581 0,35 167 -1,19
2026-04-22 13F Investment Advisory Group, LLC 3.959 13,73 1.137 12,48
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.605 5,98 748 4,91
2026-05-05 13F UBS Group AG 13.399.066 140,63 3.847.944 138,11
2026-04-16 13F Ballast Rock Private Wealth LLC 3.109 0,32 893 -0,78
2026-04-27 13F PFG Investments, LLC 10.140 2,51 2.912 1,46
2026-05-14 13F Catalytic Wealth RIA, LLC 11.145 9,62 3.201 8,47
2026-04-10 13F Northside Capital Management, LLC 1.035 298
2026-04-07 13F First Financial Corp /in/ 20.379 4,29 5.852 3,19
2026-04-17 13F HHM Wealth Advisors, LLC 801 0,63 230 -0,43
2026-04-22 13F Matrix Asset Advisors Inc/ny 7.684 51,80 2.207 50,17
2026-05-12 13F Kirtland Hills Capital Management, Llc 10.590 300,08 810 5,47
2026-04-17 13F Webster Bank, N. A. 2.941 52,62 845 50,98
2026-05-15 13F Aqr Capital Management Llc 53.929 13,92 15.150 10,28
2026-04-29 13F Frank, Rimerman Advisors LLC 9.732 4,65 2.795 3,52
2026-04-08 13F Wisconsin Wealth Advisors, LLC 7.530 3,56 2.162 2,46
2026-02-18 13F Financial Advisory Service, Inc. 2.851 0,71 828 -0,48
2026-05-15 13F Headinvest, Llc 28.787 1,33 8.267 0,27
2026-04-20 13F Columbia Asset Management 11.561 6,51 3.320 5,43
2026-04-21 13F SpringVest Wealth Management LLC 2.539 10,54 729 9,46
2026-04-09 13F Thrive Wealth Management, LLC 1.665 16,19 478 14,90
2026-05-06 13F Wall Street Financial Group, Inc. 326 94
2026-05-12 13F Orcam Financial Group 1.899 0,32 545 -0,73
2026-05-15 13F Cerity Partners LLC 1.332.009 19,24 383.546 18,12
2026-05-05 13F Keyvantage Wealth, Llc 30.432 0,73 8.739 -0,32
2026-05-07 13F Basepoint Wealth LLC 205 0,99 59 -1,69
2026-02-05 13F Center for Financial Planning, Inc. 165.038 10,96 47.897 9,63
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 2.738 1,56 786 0,51
2026-05-15 13F Capital & Planning, Llc 12 3
2026-04-09 13F Central Valley Advisors, Llc 44.952 6.258,13 12.909 6.197,07
2026-04-20 13F Jfs Wealth Advisors, Llc 7.506 0,94 2.156 -0,14
2026-05-14 13F CIBC World Markets Inc. 4.013 0,88 288 -75,04
2026-04-15 13F Trellis Wealth Advisors LLC 733 211
2026-06-01 13F Dala Group, LLC 6.705 1.927
2026-04-21 13F Waterway Wealth Management, LLC 816 234
2026-04-23 13F Moss Adams Wealth Advisors LLC 4.600 21,85 1.321 20,64
2026-05-04 13F Beckerman Institutional, LLC 12.357 3,74 3.548 2,66
2026-04-27 13F Victory Financial Group, Llc 7.336 26,24 2.107 24,91
2026-04-29 13F Solidarilty Wealth, LLC 800 15,27 230 13,93
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 17.796 332,57 5.111 327,97
2026-04-22 13F Mason & Associates, LLC 78.207 1,89 22.459 0,83
2026-05-15 13F Evergreen Wealth Solutions, LLC 5.893 1.692
2026-05-15 13F Bragg Financial Advisors, Inc 8.101 9,41 2.327 8,29
2026-04-16 13F Addis & Hill, Inc 37.516 2,03 10.774 0,96
2026-04-28 13F Red Mountain Financial, LLC 841 0,12 242 -0,82
2026-04-28 13F Bravias Capital Group, LLC 7.318 4,14 2.102 3,04
2026-04-08 13F Accel Wealth Management 2.046 2,97 588 1,91
2026-05-12 13F Oakmont Advisory Group, LLC 2.986 27,28 857 26,03
2026-04-20 13F Fiduciary Alliance LLC 17.178 3,81 5.186 8,00
2026-04-22 13F Sylvest Advisors, LLC 57.244 1,24 16.439 0,18
2026-04-20 13F Kestra Private Wealth Services, Llc 72.761 6,26 20.896 5,15
2026-04-15 13F Steinberganna Wealth Management 960 5,15 276 4,17
2026-05-01 13F Welch & Forbes Llc 10.496 0,21 3.014 -0,82
2026-01-14 13F ORG Partners LLC 149 14,62 43 13,16
2026-05-13 13F Natixis Advisors, L.p. 4.033.067 20,00 290 -70,36
2026-05-14 13F Ballast Financial Advisors LLC 976 8,81 280 7,69
2026-05-13 13F Cove Private Wealth, LLC 1.925 20,31 553 18,97
2026-05-05 13F Harmony Asset Management Llc 1.120 322
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 122.630 2,73 35.217 1,66
2026-05-11 13F HBK Sorce Advisory LLC 6.341 275,21 489 -3,74
2026-05-15 13F National Bank Of Canada /fi/ 9.451 7,70 2.719 6,84
2026-05-13 13F Alliance Private Wealth, LLC 30.904 1,19 8.875 -2,06
2026-05-11 13F Commerce Bank 80.403 63,04 23.090 61,33
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2.972 16,59 854 15,27
2026-04-30 13F Titleist Asset Management, Llc 36.894 4,39 10.595 3,30
2026-04-09 13F Park Place Capital Corp 644 3,21 185 1,66
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 1.011 10,73 290 9,85
2026-05-12 13F Stokes Family Office, LLC 2.069 1,62 594 0,68
2026-04-13 13F John W. Brooker & Co., CPAs 6.882 52,56 1.976 50,95
2026-05-01 13F American Trust 119.379 0,25 34.283 -0,80
2026-05-11 13F Empirical Asset Management, LLC 10.093 0,05 742 -0,80
2026-04-30 13F Kestra Advisory Services, LLC 365.964 9,76 105.098 8,62
2026-04-28 13F Flagship Harbor Advisors, Llc 14.147 8,41 4.063 7,26
2026-04-27 13F Prasad Wealth Partners, LLC 869 0,23 250 -0,80
2026-05-06 13F MTM Investment Management, LLC 1.493 14,67 429 13,53
2026-05-13 13F PKS Advisory Services, LLC 10.629 8,64 3.053 7,50
2026-04-20 13F First Bancorp, Inc /ME/ 38.968 2,14 11.191 1,07
2026-04-15 13F Aspen Investment Management Inc 5.329 0,02 2 0,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 17 5
2026-04-16 13F Ironwood Financial, llc 7.727 3,45 2.219 -0,72
2026-04-24 13F Smithbridge Asset Management Inc/de 6.533 1.876
2026-05-11 13F Pecaut & Co. 3.041 3,05 873 1,99
2026-04-28 13F Kingswood Wealth Advisors, Llc 25.834 5,82 7.419 4,71
2026-05-06 13F Cedar Point Capital Partners, LLC 36.697 10.539
2026-05-13 13F Gibbs Wealth Management 2.304 67,81 662 61,22
2026-05-13 13F Protective Life Corp 48 14
2026-04-29 13F Brighton Securities Corp. 20.662 31,60 5.934 30,22
2026-04-24 13F Seamount Financial Group Inc 13.056 4,87 3.749 3,76
2026-05-15 13F Beacon Pointe Advisors, LLC 742.197 33,93 213.144 32,53
2026-05-29 13F Krane Financial Solutions LLC 20.182 5.796
2026-05-08 13F Smithfield Trust Co 254.864 1,05 73 0,00
2026-04-21 13F Beaumont Asset Management, L.L.C. 789 7,49 227 6,10
2026-05-05 13F Regions Financial Corp 1.055.840 11,67 303.216 10,50
2026-04-13 13F IFP Advisors, Inc 14.213 13,74 4.082 12,55
2026-04-21 13F Mayport, Llc 11.277 50,02 3.238 48,46
2026-05-05 13F SOUTH STATE Corp 18.211 6,75 5.230 5,64
2026-04-20 13F First American Bank 13.378 8,31 3.842 7,17
2026-05-04 13F Texas Yale Capital Corp. 43.421 0,36 12.470 -0,68
2026-04-28 13F Cordoba Advisory Partners LLC 29.764 6,60 8.578 5,49
2026-04-16 13F BridgePort Financial Solutions, LLC 3.757 0,75 1.079 -0,37
2026-04-21 13F Old National Bancorp /in/ 5.027 2,63 1.444 1,55
2026-04-22 13F Hofer & Associates. Inc 16.438 2,42 4.721 1,33
2026-04-30 13F Selective Wealth Management, Inc. 9.120 295,32 692 -0,43
2026-05-07 13F Jefferies Financial Group Inc. 70.000 20.103
2026-05-15 13F Wick Capital Partners, LLC 1.481 15,34 425 14,25
2026-05-14 13F Rockefeller Capital Management L.P. 798.721 8,30 229.377 7,17
2026-04-22 13F Coastal Investment Advisors, Inc. 599 6,39 172 5,52
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.846 35,94 530 34,52
2026-05-22 13F Wellington Grp LLC 69.082 13,50 19.839 12,31
2026-04-23 13F Drucker Wealth 3.0, LLC 14.926 0,70 4.287 -0,35
2026-05-06 13F Advisortrust Partners, Llc 259 74
2026-04-15 13F Code Waechter LLC 884 254
2026-05-28 13F Cozad Asset Management Inc 41.219 0,40 11.837 -0,65
2026-04-24 13F RKL Wealth Management LLC 20.174 0,32 5.794 -0,74
2026-04-13 13F Arkansas Financial Group, Inc. 151.801 0,46 45.305 3,31
2026-04-10 13F GEM Asset Management, LLC 11.915 0,44 3.422 -2,48
2026-05-11 13F Great Lakes Advisors, Llc 7.211 1,25 2.071 0,19
2026-05-01 13F Strategic Financial Partners, Ltd. 811 11,25 233 9,95
2026-05-04 13F Optima Capital Llc 5.549 12,60 1.593 11,40
2026-04-20 13F City State Bank 12.058 4,62 3.463 3,53
2026-05-01 13F Financial Advisory Partners, Llc 14.577 8,13 4.186 7,00
2026-04-28 13F Southern Michigan Bank & Trust 64.157 18.425
2026-05-07 13F Grandfield & Dodd, Llc 2.686 1,78 772 0,78
2026-05-06 13F Meridian Wealth Management, LLC 12.143 7,44 3.487 6,34
2026-05-06 13F Aire Advisors, Llc 4.031 0,10 1.158 -0,94
2026-04-21 13F Tritonpoint Wealth, Llc 10.554 8,27 3.031 7,10
2026-05-07 13F MidAtlantic Capital Management, Inc. 6.557 3,85 1.883 2,78
2026-05-04 13F Financial Security Advisor, Inc. 2.446 0,41 702 -0,71
2026-05-13 13F Freestone Capital Holdings, LLC 2.470 0,69 709 -0,28
2026-04-23 13F NewCorp Financial Services, Inc. 28.156 5,14 8.086 4,03
2026-05-14 13F HighPoint Advisor Group LLC 7.137 3,95 2.050 2,86
2026-05-15 13F Quest Investment Management Llc 24.820 3,10 7.128 2,02
2026-04-03 13F Coastline Trust Co 4.651 10,48 1.336 9,34
2026-04-28 13F Novus Advisors, Llc 970 9,60 279 8,59
2026-04-27 13F GDS Wealth Management 1.601 1,33 460 0,22
2026-05-13 13F Cetera Investment Advisers 1.384.756 8,26 397.674 7,12
2026-05-08 13F Financial Strategies Group, Inc. 13.345 366,45 1.022 19,28
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 15.722 3,51 4.515 2,43
2026-05-04 13F Fell Capital Management /adv 8.044 1,26 2.310 0,22
2026-05-14 13F Ballentine Partners, LLC 69.298 6,04 19.901 4,94
2026-05-14 13F Allworth Financial LP 1.532.524 0,77 440.110 -0,29
2026-04-08 13F Asempa Wealth Advisors 1.686 0,42 487 0,00
2026-04-22 13F Financial Futures Ltd Liability Co. 48.386 7,28 13.895 6,15
2026-05-11 13F Emerald Investment Advisers, LLC 4.879 1.401
2026-04-17 13F Legacy Wealth Partners, LLC 34.178 3,05 9.815 1,97
2026-05-06 13F Heartland Bank & Trust Co 818 235
2026-05-04 13F Calamos Wealth Management LLC 20.466 1,37 5.877 0,31
2026-05-13 13F Mpwm Advisory Solutions, Llc 3.851 7,93 1.106 6,76
2026-04-20 13F McMahon Financial Advisors, LLC 17.119 7,10 4.916 5,99
2026-04-23 13F Midwest Financial Partners Investments, Inc. 6.132 62,27 1.761 60,58
2026-05-14 13F Advisory Alpha, LLC 3.019 11,61 867 10,45
2026-04-29 13F Nicholas Hoffman & Company, LLC. 1.185.900 0,80 340.567 -0,25
2026-05-15 13F Huntington National Bank 88.701 33.114 198,94
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10.222 1,91 2.936 0,82
2026-05-06 13F Cornerstone Planning Group LLC 1.353 1.066,38 105 208,82
2026-05-14 13F Sentinel Advisory Group, LLC 1.846 530
2026-05-14 13F Vivaldi Capital Management, LLC 7.187 0,17 2.064 -0,91
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 33.131 0,53 9.515 -1,42
2026-05-13 13F Trajan Wealth LLC 4.298 7,67 1.234 6,56
2026-05-12 13F CIBC Bancorp USA Inc. 2.459.597 33,21 703.724 29,76
2026-05-15 13F Perennial Investment Advisors, LLC 11.692 6,50 3.358 5,40
2026-04-30 13F Yukon Wealth Management, Inc. 3.637 1,00 1.045 -2,70
2026-04-08 13F Stonebridge Financial Group, LLC 2.148 17,31 617 16,01
2026-04-30 13F Pearl Planning LLC 44.153 5,69 12.680 4,59
2026-05-15 13F Mittelman Wealth Management 16.356 6,75 4.697 5,65
2026-04-22 13F Jim Saulnier & Associates, Llc 2.450 80,68 703 78,88
2026-05-14 13F Nicolet Bankshares Inc 144.092 1.132,40 41.586 1.125,64
2026-04-23 13F Vista Investment Partners Ii, Llc 3.604 24,75 1.035 23,39
2026-05-06 13F ProVise Management Group, LLC 100.838 1,38 28.959 0,32
2026-04-28 13F Argonautica Private Wealth Management, Inc 7.854 6,96 2.256 5,82
2026-04-24 13F Wealth Care LLC 5.115 1.469
2026-05-08 13F Bokf, Na 100.708 14,28 28.921 13,08
2026-04-13 13F Advocate Group Llc 18.458 10,03 5.301 8,87
2026-04-22 13F Caldwell Trust Co 32.227 0,77 9.255 -0,29
2026-04-17 13F Swp Financial Llc 10.106 0,08 2.902 -0,96
2026-05-14 13F VestGen Advisors, LLC 41.581 371,44 3.211 25,44
2026-05-15 13F Qube Research & Technologies Ltd 16.863 242,33 4.843 238,84
2026-04-28 13F MBL Wealth, LLC 22.650 0,81 6.505 -0,25
2026-05-07 13F REDW Wealth LLC 7.999 0,06 2.297 -0,95
2026-05-07 13F FourThought Financial Partners, LLC 1.496 0,07 430 -0,92
2026-04-20 13F First PREMIER Bank 27.253 1,47 8 0,00
2026-04-13 13F/A Sunburst Financial Group, LLC 1.371 50,99 394 49,43
2026-05-04 13F Carrera Capital Advisors 12.310 0,36 3.535 -0,67
2026-05-15 13F Smartleaf Asset Management LLC 19.368 29,93 5.441 24,62
2026-05-14 13F Baird Financial Group, Inc. 626.685 13,36 179.972 12,18
2026-05-05 13F Advisory Advocates, LLC 1.641 36,64 471 35,34
2026-04-22 13F Pinnacle Bancorp, Inc. 3.703 8,62 1.063 7,48
2026-05-05 13F Midwestern Financial, LLC /IA 10.139 28,42 2.912 27,06
2026-05-15 13F Security National Bank Of So Dak 2.955 35,74 849 34,39
2026-04-16 13F Stanley-Laman Group, Ltd. 1.046 300
2026-05-08 13F Junk Investment Group, LLC 1.014 291
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 8.542 5,89 2.453 4,78
2026-05-04 13F Glassman Wealth Services 999 0,20 287 -1,04
2026-05-08 13F Urban Financial Advisory Corp 2.501 25,80 718 24,65
2026-05-11 13F Foundations Investment Advisors, LLC 7.088 13,99 2.035 12,80
2026-04-29 13F TriaGen Wealth Management LLC 53.653 1,45 15.408 0,39
2026-05-11 13F Aptus Capital Advisors, LLC 16.385 6,48 4.705 5,38
2026-05-12 13F Stifel Financial Corp 725.600 1,98 208.391 0,91
2026-05-12 13F Moneta Group Investment Advisors Llc 9.946.833 321,94 714.133 4,38
2026-05-08 13F Buck Wealth Strategies, LLC 70.754 2,70 20.319 1,62
2026-05-04 13F Westside Investment Management, Inc. 1.496 9,52 430 8,59
2026-04-08 13F Towerpoint Wealth, LLC 55.782 1,16 16.019 0,10
2026-04-13 13F Gill Capital Partners, Llc 41.902 4,39 12.033 3,30
2026-05-26 13F Serenity Investment Advisors 233.540 336,74 18.235 14,81
2026-04-17 13F Certified Advisory Corp 9.929 7,47 2.852 6,34
2026-04-21 13F Armbruster Capital Management, Inc. 14.033 0,29 4.030 -0,79
2026-05-08 13F Millington Financial Advisors, LLC 8.791 294,04 673 0,30
2026-04-22 13F Onyx Bridge Wealth Group LLC 2.884 0,77 828 -0,24
2026-04-20 13F Eagle Strategies LLC 42.651 226,38 12.249 223,00
2026-04-17 13F Tectonic Advisors Llc 84.571 1,44 24.287 0,38
2026-05-11 13F Per Stirling Capital Management, LLC. 3.378 27,04 970 25,68
2026-04-20 13F GSB Wealth Management, LLC 2.126 2,46 610 1,33
2026-04-08 13F Beacon Financial Strategies CORP 35.594 0,07 10.222 -0,99
2026-04-28 13F Hoey Investments, Inc 220 0,46 63 0,00
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 4.692 300,00 359 5,59
2026-04-28 13F Nbt Bank N A /ny 4.456 26,55 1.280 -3,03
2026-05-01 13F Kraft, Davis & Associates, LLC 16.023 1.236
2026-05-15 13F Glen Eagle Advisors, LLC 10.917 135,08 3.135 132,74
2026-05-11 13F Montis Financial, LLC 6.758 0,01 1.941 -1,07
2026-05-14 13F Betterment LLC 258.040 0,18 74 0,00
2026-05-06 13F Dunhill Financial, LLC 1.759 80,78 505 79,08
2026-04-21 13F Creekside Partners 27.694 2,75 7.953 1,67
2026-04-24 13F Legend Financial Advisors, Inc. 35.354 19,71 10.153 18,45
2026-05-01 13F Sovran Advisors, LLC 46.067 354,35 3.561 16,60
2026-05-04 13F Envestnet Asset Management Inc 5.894.423 125,45 1.692.761 123,09
2026-04-27 13F Td Private Client Wealth Llc 105.782 8,95 30.378 7,81
2026-04-17 13F Greenbush Financial Group, LLC 36.781 5,25 10.563 4,15
2026-04-10 13F Field & Main Bank 55.822 6,32 16.031 5,20
2026-05-07 13F Sage Financial Group Inc 63.826 5,17 18.329 4,07
2026-05-13 13F Visionary Wealth Advisors 65.863 0,13 18.915 -0,92
2026-05-13 13F Mariner, LLC 2.133.931 6,35 612.816 5,22
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 1.482 426
2026-05-05 13F GuidedMoney, LLC 1.899 2,87 545 1,87
2026-04-15 13F Scott Capital Advisors, LLC 51.980 0,58 15.422 2,82
2026-04-16 13F Everstar Asset Management, LLC 1.722 0,41 495 -0,60
2026-05-07 13F Crewe Advisors LLC 4.965 2,63 1.426 1,50
2026-05-19 13F Paragon Private Wealth Management, LLC 4.540 22,60 1.304 21,32
2026-05-13 13F Clearwater Capital Advisors, LLC 1.274 17,53 366 16,24
2026-04-21 13F First United Bank Trust/ 33.736 40,04 9.688 38,58
2026-04-24 13F Keybank National Association/oh 33.739 6,67 9.689 5,56
2026-04-30 13F Graetz Wealth LLC 4.980 6,78 1.430 5,69
2026-05-01 13F MY Wealth Management Inc. 15.316 7,02 3.961 -4,62
2026-05-08 13F Oath Planning, LLC 1.122 0,36 322 -0,62
2026-04-30 13F Hegarty Advisors, LLC 3.543 29,45 1.017 28,09
2026-05-12 13F Tower Bridge Advisors 18.929 5.436
2026-05-13 13F Southeast Asset Advisors Inc. 702 202
2026-04-16 13F Brookstone Capital Management 15.962 6,78 4.584 5,65
2026-04-17 13F Fifth Third Wealth Advisors LLC 12.213 5,95 3.507 4,84
2026-05-11 13F Financial Symmetry Inc 10.263 216,08 793 -15,82
2026-05-13 13F 17 Capital Partners, Llc 3.751 1.077
2026-04-02 13F Hilltop National Bank 6.948 1,16 1.995 0,10
2026-05-15 13F Bank Of America Corp /de/ 18.131.075 0,01 5.206.882 -1,04
2026-05-18 13F Arkadios Wealth Advisors 40.686 4,23 11.684 3,14
2026-04-16 13F Park National Corp /oh/ 3.761 1.080
2026-04-21 13F Mesirow Financial Investment Management, Inc. 84.386 12,20 24.234 11,02
2026-04-20 13F Apella Capital, LLC 137.563 1,71 42.243 7,61
2026-04-24 13F My Purposeful Wealth Corp. 7.528 19,51 2.162 18,28
2026-05-12 13F Thoroughbred Financial Services, Llc 11.287 2,24 3 0,00
2026-06-01 13F Foguth Wealth Management, LLC. 4.231 334
2026-04-30 13F Verdence Capital Advisors LLC 17.781 6,15 5.106 5,04
2026-04-23 13F Ellenbecker Investment Group 13.551 0,33 3.892 -0,74
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 38.511 3,19 11.060 2,11
2026-05-04 13F Savant Capital, LLC 39.431 1,87 11.324 0,80
2026-05-07 13F Pacific Sun Financial Corp 2.363 9,30 679 8,13
2026-04-21 13F Columbus Macro, LLC 9.457 0,60 2.716 -0,48
2026-05-04 13F Principal Financial Group Inc 293.738 45,18 84.360 43,65
2026-05-27 13F Security Financial Services, INC. 6.316 3,63 1.814 2,55
2026-05-14 13F Schroder Investment Management Group 63.721 4,57 18.299 3,48
2026-04-15 13F Norden Group Llc 1.255 360
2026-05-15 13F TRUE Private Wealth Advisors 1.769 508
2026-05-13 13F Aureus Asset Management, LLC 11.108 25,05 3.190 23,79
2026-04-27 13F Transcendent Capital Group LLC 9.336 0,12 2.681 -0,92
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 8.518 1,56 2.446 0,49
2026-05-11 13F Camden Capital, LLC 4.713 18,36 1.353 17,14
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 9.326 3,12 2.678 2,06
2026-04-15 13F Parsons Capital Management Inc/ri 25.351 0,86 7.280 -0,19
2026-04-23 13F Cornerstone Wealth Management, LLC 15.138 3,21 4.347 2,14
2026-04-24 13F Medallion Wealth Advisors, LLC 6.543 1,36 1.880 0,32
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 387.226 1,14 111.204 0,08
2026-05-08 13F Schrum Private Wealth Management LLC 775 223
2026-04-29 13F First Interstate Bank 2.365 4,00 679 3,03
2026-04-16 13F Sheets Smith Wealth Management 15.264 3,41 4.384 2,33
2026-04-13 13F Chesley Taft & Associates LLC 31.971 2,50 9.181 1,43
2026-04-27 13F Baer Investment Advisory LLC 7.336 2.107
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 987 8,22 283 7,20
2026-04-22 13F Aspire Capital Advisors LLC 60.123 63,53 17.266 61,82
2026-04-16 13F Envision Financial LLC 28.658 0,95 8.230 -0,10
2026-05-12 13F Ameritas Advisory Services, LLC 50.409 22,16 14.477 20,89
2026-05-12 13F Garrison Point Advisors, Llc 6.743 3,69 1.936 2,60
2026-04-28 13F Bfsg, Llc 1.393 6,50 400 5,28
2026-05-12 13F Belvedere Trading LLC Call 1.400 402
2026-05-13 13F GSG Advisors LLC 959 0,31 275 -0,72
2026-04-09 13F Noble Family Wealth, LLC 40.652 0,41 11.674 -0,64
2026-04-13 13F Enclave Advisors LLC 130.532 9,57 37.486 8,43
2026-04-21 13F Towneley Capital Management, Inc / DE 775 0,39 222 -0,45
2026-05-15 13F Gateway Wealth Partners, LLC 41.268 3.225,38 11.851 3.191,94
2026-05-14 13F Sloy Dahl & Holst, LLC 2.694 12,11 774 10,90
2026-04-28 13F Whittier Trust Co 107.478 0,65 31.317 -2,05
2026-05-15 13F Df Dent & Co Inc 796 13,71 229 12,32
2026-05-12 13F Bnp Paribas Arbitrage, Sa 31 181,82 9 166,67
2026-04-08 13F Evanson Asset Management, LLC 3.808 1,63 1.094 0,55
2026-05-01 13F FDx Advisors, Inc. 4.271 7,83 1 0,00
2026-04-17 13F Integrated Capital Management, LLC 94.222 39,47 27.059 38,01
2026-04-23 13F Fairway Wealth LLC 4.714 11,47 1.354 10,27
2026-05-14 13F Gamco Investors, Inc. Et Al 10.859 69,04 3.118 67,27
2026-04-15 13F City Holding Co 18.730 4,95 5.379 3,84
2026-04-21 13F J2 Capital Management Inc 2.796 12,56 803 11,39
2026-05-06 13F Great Lakes Retirement, Inc. 19.683 8,92 5.651 7,74
2026-05-06 13F Fort Sheridan Advisors Llc 1.791 9,68 514 8,67
2026-05-07 13F Oak Harbor Wealth Partners, Llc 59.394 5,26 17.057 4,16
2026-03-31 13F Sankala Group LLC 1.075 0,84 307 -6,13
2026-05-12 13F Tme Financial, Inc. 4.248 4,12 1.220 2,96
2026-05-15 13F/A Spears Abacus Advisors LLC 2.345 15,29 673 14,07
2026-04-13 13F Gibraltar Capital Management, Inc. 45.657 6,78 13.112 5,66
2026-02-13 13F Colony Group, LLC 192.490 22,63 55.871 21,16
2026-05-01 13F SoundView Advisors Inc. 5.912 0,31 2 0,00
2026-05-20 13F TrueWealth Financial Partners 33.597 9.648
2026-05-08 13F/A JPL Wealth Management, LLC 119 34
2026-04-17 13F Guyasuta Investment Advisors Inc 3.693 13,42 1.061 12,17
2026-05-12 13F Innovative Asset Advisors Group, LLC 40 12
2026-05-01 13F Monetary Solutions, Ltd 1.884 30,29 541 29,12
2026-05-15 13F Integrated Wealth Concepts LLC 98.664 29,36 28.334 28,01
2026-05-11 13F Bannerstone Capital Management, LLC 3.683 0,38 1.058 -0,66
2026-05-15 13F Round Rock Advisors, LLC 95.957 1,28 27.557 0,22
2026-05-13 13F Federation des caisses Desjardins du Quebec 21.005 28,98 6.032 27,63
2026-04-16 13F Waystone Advisors Llc 5.277 29,62 1.515 28,28
2026-04-28 13F DGS Capital Management, LLC 1.386 18,97 398 17,75
2026-04-16 13F Clark Asset Management, LLC 2.572 90,94 738 89,23
2026-05-05 13F Prairie Wealth Advisors, Inc. 0 254 -0,78
2026-05-05 13F Bluedoor Private Wealth, Llc 1.797 56,94 516 55,42
2026-05-07 13F Hollencrest Capital Management 637 47,80 183 45,60
2026-02-13 13F Sei Investments Co 3.477 1.009
2026-05-07 13F Rothschild Investment Llc 784 2,35 225 1,35
2026-05-13 13F Alliance Wealth Advisors, LLC 39.355 12,82 11.302 11,64
2026-04-07 13F Cooper Financial Group 937 1,63 269 0,37
2026-04-10 13F Intellectus Partners, LLC 8.751 0,19 2.513 -0,83
2026-05-11 13F Madden Advisory Services, Inc. 3.425 0,47 984 -0,61
2026-04-16 13F Capital Investment Advisors, LLC 3.072 4,31 882 3,28
2026-05-15 13F Evercore Wealth Management, LLC 15.458 13,96 4.439 12,78
2026-04-15 13F Sightline Wealth Advisors, LLC 1.758 0,17 505 -0,79
2026-05-05 13F Valtinson Bruner Financial Planning LLC 11.930 4,43 3.426 3,35
2026-05-14 13F Cwm, Llc 85.391 0,68 24.523 102.075,00
2026-04-29 13F Garde Capital, Inc. 3.261 5,30 936 4,23
2026-05-12 13F Great Diamond Partners, LLC 3.651 5,03 1.048 3,97
2026-05-01 13F/A Lodestone Wealth Management LLC 2.090 0,24 600 -0,83
2026-05-01 13F DMKC Advisory Services, LLC 4.476 1,54 1.286 0,47
2026-05-01 13F Mutual Advisors, LLC 33.487 37,17 9.617 35,72
2026-05-13 13F BlackRock, Inc. 158.461 51,96 45.507 50,37
2026-04-14 13F Grant Private Wealth Management Inc 707 1,00 203 0,00
2026-04-30 13F Money Concepts Capital Corp 1.275 15,07 366 14,02
2026-04-01 13F Adelphi Trust Co 34.778 10,00 9.988 8,85
2026-04-15 13F Verum Partners LLC 1.741 0,29 500 -0,60
2026-05-15 13F Ehrenkranz Partners L.P. 19.032 3,99 5.466 2,90
2026-05-14 13F Miller Capital Partners, Inc. 3.278 0,15 941 -0,84
2026-04-15 13F Wealthcare Capital Partners, LLC 1.489 2,13 428 0,95
2026-05-14 13F EP Wealth Advisors, Inc. 45.211 18,47 12.984 17,23
2026-02-13 13F Nicolet Advisory Services, Llc 107.901 16,07 32.281 18,23
2026-05-12 13F Virginia Estate & Retirement Planning Advisors Inc. 3.351 398
2026-05-04 13F Good Steward Wealth Advisors,LLC 12.711 5,54 3.650 4,43
2026-04-13 13F Mather Group, Llc. 19.663 10,83 5.647 9,65
2026-04-28 13F Robertson Stephens Wealth Management, LLC 13.596 31,99 3.905 30,61
2026-02-10 13F Vantus Wealth LLC 2.679 777
2026-04-15 13F ARS Wealth Advisors Group, LLC 1.118 4,49 321 3,23
2026-05-05 13F Fisher Asset Management, LLC 5.651 23,04 1.623 21,76
2026-04-23 13F Oppenheimer & Co Inc 69.834 8,22 20.055 7,08
2026-01-16 13F Trust Co Of Vermont 10.386 7,16 3.014 5,90
2026-04-23 13F Kagan Cocozza Asset Management 25.733 1,19 7.390 0,14
2026-04-23 13F Blackston Financial Advisory Group, LLC 23.328 0,18 6.699 -0,87
2026-04-15 13F Third View Private Wealth, LLC 1.858 534
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 51.664 1,29 14.837 0,22
2026-05-14 13F Riverview Capital Advisers, LLC 57.029 4,38 16.378 3,29
2026-05-12 13F Rsm Us Wealth Management Llc 62.050 2,04 17.817 0,03
2026-05-04 13F Geneos Wealth Management Inc. 4.581 0,26 1.316 -0,83
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 32.659 314,77 2.522 10,37
2026-04-24 13F Petros Family Wealth, LLC 18.462 9,23 5.302 8,09
2026-05-08 13F M1 Capital Management LLC 1.525 0,13 438 -0,91
2026-05-15 13F Zuckerman Investment Group, LLC 45.294 6,28 13.008 5,17
2026-05-11 13F Ironsides Asset Advisors, LLC 43.920 1,84 12.613 0,77
2026-03-04 13F Henson-Edgewater Management, LLC 36.770 10.671
2026-04-16 13F Westmount Partners, LLC 1.811 0,28 520 -0,76
2026-05-07 13F Florida Financial Advisors, Llc 3.225 10,82 926 11,03
2026-04-23 13F TFC Financial Management 4.176 0,29 1.199 -0,75
2026-05-08 13F LaSalle St. Investment Advisors, LLC 3.262 81,42 937
2026-05-11 13F Clarendon Private LLC 988 0,41 284 -0,70
2026-04-29 13F Childress Capital Advisors, Llc 712 204
2026-05-06 13F Angeles Wealth Management, Llc 2.415 6,48 694 5,32
2026-05-15 13F Van Eck Associates Corp 59 1,72 0
2026-05-08 13F Capital Developers, LLC 1.898 0,05 545 -0,91
2026-05-15 13F Tradition Wealth Management, LLC 1.005 0,20 289 -1,03
2026-04-06 13F Private Client Services, Llc 28.635 3,74 8.223 2,66
2026-05-11 13F Savvy Advisors, Inc. 12.726 23,47 3.655 22,17
2026-04-16 13F Genesis Private Wealth, Llc 17.930 1,25 5.149 0,18
2026-05-11 13F Brand Asset Management Group, Inc. 54.114 0,33 15.540 -0,72
2026-05-08 13F Roundview Capital LLC 46.786 3,36 13.436 2,28
2026-04-22 13F Straight Path Wealth Management 720 207
2026-04-21 13F Pacific Park Financial, Inc. 3.363 35,22 966 33,84
2026-04-14 13F Nova Wealth Management, Inc. 1.281 23,41 368 21,93
2026-04-27 13F Beacon Financial Advisory LLC 726 209
2026-04-28 13F Whittier Trust Co Of Nevada Inc 73.752 0,31 21.490 -2,38
2026-05-06 13F Diversified Portfolios, Inc. 2.731 8,37 784 7,25
2026-05-15 13F Eventide Asset Management, Llc 2.403 690
2026-04-22 13F Muirfield Wealth Advisors Llc 3.631 10,94 1.043 9,80
2026-05-01 13F UNIVEST FINANCIAL Corp 1.411 20,29 405 19,12
2026-04-22 13F Madison Park Capital Advisors, LLC 1.112 1,18 319 0,31
2026-05-01 13F Guardian Wealth Advisors, LLC 1.210 7,84 347 6,77
2026-05-07 13F Cannon Capital Management, Inc. 23.183 21,52 6.658 20,25
2026-05-11 13F Financial Perspectives, Inc 391 8,01 112 6,67
2026-05-13 13F Monetary Management Group Inc 440 126
2026-05-14 13F Mission Creek Capital Partners, Inc. 12.319 8,76 3.538 7,61
2026-05-12 13F First Western Trust Bank 701 201
2026-04-21 13F Northeast Investment Management 75.379 3,84 21.647 2,75
2026-05-15 13F Chilton Investment Co Llc 11.581 1.433,91 3.326 1.418,26
2026-04-06 13F Washington Trust Advisors, Inc. 1.702 5,32 489 4,05
2026-04-16 13F XML Financial, LLC 31.200 8,85 8.960 7,72
2026-04-15 13F Bernardo Wealth Planning LLC 17.836 4,15 5.122 3,06
2026-04-21 13F Pinnacle Associates Ltd 46.882 0,04 13.464 -1,01
2026-05-13 13F Hudock, Inc. 783 0,26 225 -0,88
2026-04-28 13F Belpointe Asset Management LLC 49.901 5,03 14.331 3,93
2026-05-07 13F Human Investing LLC 2.502 20,58 718 19,27
2026-05-01 13F Citizens Financial Group Inc/ri 207.492 3,52 59.588 2,44
2026-04-23 13F Fairman Group, LLC 669 0,30 192 -0,52
2026-05-08 13F Valley Brook Capital Group, Inc. 1.095 31,14 314 29,75
2026-04-15 13F Weil Company, Inc. 18.683 8,93 5.365 7,80
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.597 2,24 459 1,10
2026-04-15 13F Trust Point Inc. 2.094 0,77 601 -0,33
2026-05-05 13F Sherman Asset Management, Inc. 4.871 8,00 1.399 34,68
2026-04-15 13F Archford Capital Strategies, LLC 9.133 2.623
2026-04-21 13F Nemes Rush Group LLC 310 0,32 89 -1,12
2026-04-27 13F Integrity Wealth Partners, LLC 2.809 807
2026-04-28 13F Retirement Financial Solutions, Llc 1.583 4,21 454 3,18
2026-04-17 13F AdvisorNet Financial, Inc 62.756 5,52 18.022 4,41
2026-04-24 13F Financial Plan, Inc. 1.464 420
2026-05-13 13F Dynamic Wealth Strategies, LLC 7.681 5,13 2.206 4,01
2026-04-23 13F Chicago Capital, LLC 1.788 3,29 513 2,19
2026-04-13 13F Creative Financial Designs Inc /adv 14.345 1,51 4.120 0,46
2026-04-20 13F New Hampshire Trust 178.603 1,33 51.291 0,27
2026-05-15 13F Wealth Architects, LLC 3.999 0,55 1.148 -0,52
2026-04-29 13F Sunrise Financial Services, LLC 522 150
2026-05-13 13F Argent Trust Co 55.790 59,78 16.022 58,11
2026-05-11 13F Seeds Investor Llc 920 278
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 17.529 1,24 5.034 0,18
2026-03-09 13F Lifetime Wealth Management P.C. 14 704
2026-05-01 13F Hantz Financial Services, Inc. 1.042 22,73 0
2026-05-14 13F PlanVest Financial, Inc 681 196
2026-05-05 13F Sherry Group, Inc. 7.913 0,01 2.273 -1,94
2026-05-12 13F TIAA Wealth Investment Management LLC 1.157 325
2026-04-23 13F Next Level Private LLC 6.670 0,06 1.916 -0,98
2026-05-07 13F Jefferson Bridge Capital, LLC 1.676 2,32 481 1,26
2026-04-29 13F BEAM Asset Management, LLC 35.260 6,59 10.126 5,47
2026-02-06 13F Redmont Wealth Advisors Llc 275 17,02 80 14,49
2026-05-08 13F Strategic Financial Services, Inc, 3.136 143,10 901 131,96
2026-05-21 13F JDM Financial Group LLC 84.539 1,98 11.903 5,36
2026-04-15 13F Seacrest Wealth Management, Llc 12.635 8,95 3.628 5,80
2026-05-11 13F High Note Wealth, LLC 4.305 0,58 1.236 -0,48
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.583 28,76 742 27,32
2026-05-08 13F STAR Financial Bank 32.250 121,25 9.262 118,94
2026-04-21 13F Everpar Advisors Llc 1.051 22,35 302 20,88
2026-05-06 13F Sterling Financial Planning, Inc. 1.912 2,14 549 1,10
2026-04-13 13F Affinity Capital Advisors, LLC 8.685 8,58 2.494 7,45
2026-05-06 13F Sound View Wealth Advisors Group, LLC 8.978 3,41 2.578 2,34
2026-05-07 13F Next Capital Management LLC 809 0,12 232 -0,85
2026-04-23 13F URS Advisory LLC 940 5,62 270 4,26
2026-04-27 13F Financial Planning Fort Collins, LLC 40.416 327,86 3.101 13,13
2026-05-11 13F Wells Fargo & Company/mn 27.774.784 2,99 7.976.363 1,91
2026-05-13 13F Kovitz Investment Group Partners, LLC 1.086 312
2026-04-21 13F Maltin Wealth Management, Inc. 12.344 5,71 3.545 4,57
2026-05-13 13F May Barnhard Investments LLC 39.088 4,53 11.225 3,44
2026-04-30 13F Forza Wealth Management, LLC 3.025 11,71 869 10,57
2026-04-14 13F GoalFusion Wealth Management, LLC 12.727 6,24 3.655 5,12
2026-05-06 13F Pekin Hardy Strauss, Inc. 1.181 29,92 339 28,90
2026-05-04 13F Wsfs Capital Management, Llc 3.739 3,57 1.074 2,48
2026-05-15 13F Veridan Wealth LLC 17.369 1,58 4.988 0,52
2026-05-08 13F Glenview Trust Co 88.539 0,18 25.427 -0,87
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 174.767 1,46 50.190 0,39
2026-05-12 13F GGM Financials LLC 662 12,20 190 11,11
2026-04-23 13F Summit Wealth Group Llc / Co 2.121 55,16 609 53,79
2026-04-28 13F Umpqua Bank 1.303 2,60 374 1,63
2026-05-14 13F Integrity Financial Corp /WA 1.102 145,98 316 144,96
2026-05-13 13F B & T Capital Management DBA Alpha Capital Management 4.234 3,04 1.216 1,93
2026-05-13 13F NFP Retirement, Inc. 116.309 7,16 33.402 6,04
2026-05-13 13F Acumen Wealth Advisors, LLC 7 2
2026-05-12 13F Bank of Jackson Hole Trust 1.433 1,78 412 0,74
2026-05-11 13F Wells Fargo & Company/mn Put 100 29
2026-05-14 13F L2 Asset Management, LLC 800 230
2026-05-15 13F Fmr Llc 557.550 6,52 160.117 5,40
2026-04-22 13F Aureum Wealth Management, LLC 963 13,43 277 12,20
2026-05-12 13F Benjamin Edwards Inc 67.917 1,63 19.525 0,57
2026-05-21 13F Vestor Capital, Llc 1.290 87,23 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 894 3,95 257 2,81
2026-05-12 13F Cahill Financial Advisors Inc 56.636 4,90 16.265 3,80
2026-05-13 13F Franklin Resources Inc 105.414 108,95 30.273 106,76
2026-04-27 13F Insight Inv LLC 194 1,57 56 0,00
2026-05-14 13F Sand Hill Global Advisors, LLC 8.950 5,33 2.570 4,26
2026-05-18 13F Centaurus Financial, Inc. 1.793 6,41 1
2026-05-18 13F Vestwell Advisors, LLC 0 -100,00
2026-04-15 13F Hengehold Capital Management Llc 775 0,26 223 -0,89
2026-04-27 13F Kelman-Lazarov, Inc. 3.304 0,09 949 -1,04
2026-05-15 13F Susquehanna International Group, Llp 9.187 110,71 2.638 108,54
2026-04-29 13F CVA Family Office, LLC 891 147,50 256 145,19
2026-05-01 13F Wingate Wealth Advisors, Inc. 9.135 6,32 2.623 5,21
2026-05-15 13F Harbour Investments, Inc. 59.963 50,73 17.220 49,16
2026-05-08 13F Fund Evaluation Group, LLC 14.277 5,02 4.100 3,93
2026-05-13 13F Balanced Rock Investment Advisor 6.152 6,86 1.767 5,75
2026-05-05 13F Frazier Financial Advisors, LLC 1.232 12,10 354 11,01
2026-05-08 13F Compass Capital Corp /ma/ /adv 11.052 293,59 856 0,82
2026-04-30 13F SkyOak Wealth, LLC 1.289 22,41 370 21,31
2026-04-10 13F AssuredPartners Investment Advisors, LLC 1.518 442
2026-05-13 13F GeoWealth Management, LLC 80.082 1,40 22.998 0,33
2026-04-08 13F Miracle Mile Advisors, LLC 28.656 19,30 8.229 18,05
2026-05-14 13F Aspen Grove Capital, LLC 1.965 0,20 565 -0,70
2026-04-06 13F IFS Advisors, LLC 24.945 4,74 7.164 3,65
2026-05-04 13F 1st Source Bank 1.391 1,46 399 0,50
2026-04-29 13F Ascent Advisors, LLC 5.398 1.550
2026-04-23 13F Inman Jager Wealth Management, LLC 1.916 1,48 550 0,55
2026-05-11 13F Rossby Financial, LCC 1.140 78,96 329 78,80
2026-05-06 13F VSM Wealth Advisory, LLC 41.275 0,26 11.853 -0,79
2026-05-15 13F Royal Bank Of Canada 1.682.612 2,99 483.213 1,91
2026-04-16 13F Evolve Private Wealth, Llc 1.052 9,70 302 8,63
2026-05-14 13F Herold Advisors, Inc. 1.222 20,51 351 19,05
2026-05-15 13F Armis Advisers, LLC 6.700 297,15 516 7,50
2026-05-05 13F Helium Advisors LLC 1.095 0,37 314 -0,63
2026-04-09 13F Tilia Fiduciary Partners, Inc. 1.552 8,38 446 7,23
2026-04-27 13F S.A. Mason LLC 21.693 7,63 6.230 6,50
2026-05-13 13F Ubs Asset Management Americas Inc 1.664.360 232,79 477.971 229,31
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 2.124 610
2026-04-10 13F Eagle Wealth Strategies Llc 4.491 35,31 1.290 33,85
2026-05-06 13F LPL Financial LLC 3.577.437 8,99 1.027.368 7,85
2026-04-08 13F Wealthspan Partners, Llc 17.358 0,45 4.985 -0,62
2026-05-01 13F Fifth Third Bancorp 619.350 46,38 177.865 44,85
2026-04-21 13F Mayfair Advisory Group, LLC 2.119 3,62 609 1,67
2026-04-14 13F Approach Retirement Advisors, LLC 1.211 0,25 348 -0,86
2026-05-07 13F Grant Street Asset Management, Inc. 74.895 4,06 21.508 2,97
2026-04-17 13F RFG Advisory, LLC 20.176 27,63 5.794 26,31
2026-04-09 13F Wedmont Private Capital 59.116 7,23 17.643 8,21
2026-04-15 13F Horizon Financial Services, Llc 13 4
2026-05-07 13F JMG Financial Group, Ltd. 1.396.617 3,39 401.080 2,31
2026-05-11 13F Sidoxia Capital Management, LLC 4.191 1.204
2026-04-27 13F FF Advisors,LLC 19.300 264,98 1.482 -3,39
2026-05-13 13F Monograph Wealth Advisors, Llc 8.514 1,57 2.445 0,53
2026-05-05 13F Sanctuary Advisors, LLC 191.846 1,86 55.094 0,79
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