Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Mid-Cap Value ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, TRB Wealth Management, LLC, Ridgepath Capital Management LLC, Spartan Wealth Advisory Services LLC, Park National Corp /oh/, Evergreen Wealth Solutions, LLC, Gateway Wealth Partners, LLC, Veratis Advisors, Inc., Vanguard Advisers Inc, Baer Investment Advisory LLC, Bristlecone Value Partners, LLC, Junk Investment Group, LLC, Kapstone Financial Advisors LLC, Napier Financial, LLC, LightSquare Wealth Management, LLC, Calamos Advisors LLC, Vanguard National Trust Co, Linscomb & Williams, Inc., Canandaigua National Corp, und Cerity Partners Retirement Plan 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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 4.473 | 824 | ||||||
| 2026-04-30 | 13F | North Capital, Inc. | 2.241 | 0,54 | 413 | 4,30 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 93 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 26.393 | 5,11 | 4.864 | 9,21 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 725 | 129 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.236 | 228 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 23.882 | 26,94 | 4.401 | 31,92 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 21.993 | 7,91 | 4.053 | 12,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 5.812 | 1,04 | 1.119 | 4,78 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 33.469 | 0,65 | 6.168 | 4,56 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 3.559 | 0,39 | 656 | 4,30 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.376 | 103,55 | 254 | 112,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4.900 | 903 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 5.460 | 175,76 | 1.006 | 186,61 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 9.566 | 0,46 | 1.763 | 4,38 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 30.510 | 1,76 | 5.634 | 5,92 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.380 | 1,28 | 439 | 5,29 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.536 | 17,63 | 467 | 34,20 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3.959 | 20,81 | 730 | 25,47 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 16.903 | 10.269,94 | 3.115 | 11.021,43 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 72.730 | 1,32 | 13.403 | 5,27 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 33.888 | 5,25 | 6.245 | 9,33 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 56.897 | 10.485 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 17 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 78.918 | 13,99 | 14.543 | 18,44 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 8.060 | 0,55 | 1.485 | 4,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19.132 | 71,65 | 3.393 | 74,45 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.758.402 | 0,17 | 876.879 | 4,07 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 35.914 | 0,02 | 6.618 | 3,91 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 6.615 | 6,03 | 1.219 | 10,22 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.626.649 | 299.759 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 16.765 | 0,57 | 3.089 | 4,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 32.023 | 9,55 | 5.901 | 13,83 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 2.100 | 3,65 | 387 | 7,52 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.843 | 2,62 | 340 | 6,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 7.122 | 1,12 | 1.312 | 5,98 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 668 | 123 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 33.345 | 14,67 | 6.145 | 19,14 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 87.316 | 2,26 | 16.091 | 6,25 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 12.798 | 11,94 | 2.358 | 16,33 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28.262 | 4,48 | 5.208 | 8,55 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 6.248 | 7,11 | 1.151 | 11,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 109.447 | 3,90 | 20 | 11,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7.601 | 15,67 | 1.401 | 20,17 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1.969 | 10,62 | 363 | 14,92 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 49.603 | 16,17 | 9.141 | 20,69 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 9.910 | 3,38 | 1.758 | 5,02 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9.552 | 0,51 | 1.760 | 4,45 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 2.621 | 483 | ||||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 7.449 | 0,05 | 1.373 | 3,94 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1.885 | 45,56 | 347 | 51,53 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 492 | 5,58 | 91 | 9,76 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.888 | 0,21 | 901 | 4,05 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 4.697 | 866 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3.481 | 0,49 | 642 | 4,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 67.434 | 3,60 | 12.427 | 7,63 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 3.341 | 182,66 | 616 | 194,26 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 2.100 | 387 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 58.424 | 0,45 | 10.766 | 4,36 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 17 | 3 | ||||||
| 2026-04-21 | 13F | Maseco Llp | 1.970 | 0,05 | 363 | 3,72 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 99.296 | 1,74 | 18.298 | 5,70 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 5.605 | 3,28 | 1.033 | 7,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2.280 | 25,69 | 420 | 30,84 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 1.617 | 1,32 | 298 | 5,30 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 18.818 | 1,58 | 3.468 | 5,54 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2.522 | 17,19 | 465 | 16,58 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 7.902 | 0,03 | 1.456 | 3,93 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 195.010 | 15,58 | 35.936 | 20,08 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 3.753 | 0,56 | 692 | 4,38 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 18.961 | 0,31 | 3.494 | 4,24 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 44.432 | 1,90 | 8.188 | 5,87 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 24.508 | 1,36 | 4.516 | 5,32 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 257 | 1.068,18 | 47 | 1.466,67 | ||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 7.198 | 305,06 | 1.327 | 320,95 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 48.766 | 43,46 | 8.987 | 49,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.465.381 | 5,25 | 270.040 | 9,36 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 14.159 | 20,47 | 2.609 | 25,19 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1.693 | 0,53 | 312 | 4,70 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.831 | 337 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2.887 | 24,39 | 532 | 29,44 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 44.373 | 64,44 | 8.177 | 70,85 | ||||
| 2026-05-14 | 13F | Spreng Capital Management, Inc. | 7.071 | 58,90 | 1.303 | 65,15 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 33.245 | 0,98 | 5.897 | 2,59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 63.907 | 116,01 | 11.788 | 124,66 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 4.826 | 889 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 15.583 | 47,50 | 2.872 | 53,28 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7.082 | 1.305 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 66.876 | 0,54 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 43.658 | 0,88 | 8.045 | 4,81 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 10.612 | 3,77 | 2.058 | 13,46 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 1.327 | 245 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.494 | 0,20 | 460 | 4,08 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.891 | 0,26 | 1.086 | 4,13 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.187 | 1,33 | 1.140 | 5,36 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2.286 | 6,82 | 421 | 11,08 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1.949 | 0,52 | 359 | 4,66 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 1.217 | 234 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 23.362 | 1,73 | 4.305 | 5,70 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 54.616 | 437,45 | 10.065 | 458,49 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 16.811 | 3,39 | 3.098 | 7,39 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 179.038 | 1,78 | 32.993 | 5,75 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1.687 | 327 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 19.121 | 4,03 | 3.524 | 8,07 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 88.024 | 0,56 | 16.254 | 4,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 21.282 | 3.922 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.412 | 813 | ||||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 21.945 | 85,60 | 4.044 | 92,80 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 8.668 | 1,49 | 1.597 | 5,48 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 6.060 | 1,68 | 1.117 | 5,58 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 36.751 | 6,26 | 6.772 | 10,40 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 1.106 | 204 | ||||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 1.675 | 39,24 | 309 | 44,60 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 886 | 163 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.150 | 60,60 | 765 | 66,81 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36.982 | 37,31 | 6.815 | 42,66 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 1.405 | 1,52 | 259 | 5,31 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.555 | 45,65 | 1.024 | 51,33 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 83.170 | 1,88 | 15.327 | 5,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15.730 | 14,86 | 2.899 | 19,31 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 82 | 17,14 | 15 | 25,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2.557 | 1,75 | 471 | 5,84 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.286 | 0,43 | 606 | 4,31 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 12.315 | 6,28 | 2.269 | 10,41 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 1.312 | 219,22 | 242 | 234,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 127.612 | 0,66 | 24 | 4,55 | ||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 9.275 | 0,01 | 1.709 | 3,95 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 9.326 | 396,59 | 1.719 | 415,92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 135.522 | 0,58 | 24.974 | 4,50 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 1.898 | 0,42 | 350 | 4,18 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9.387 | 2,84 | 1.800 | 3,15 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.827 | 36,65 | 337 | 41,77 | ||||
| 2026-05-11 | 13F | Commerce Bank | 62.157 | 14,02 | 11.454 | 18,46 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 1.505 | 11,98 | 277 | 16,39 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 22.183 | 2,59 | 4.088 | 6,57 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.727 | 22,00 | 687 | 26,80 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.371 | 8,02 | 437 | 12,08 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 18.616 | 2,01 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | American Trust | 6.499 | 2,07 | 1.198 | 6,02 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.081 | 0,56 | 199 | 4,74 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 11.387 | 2.185 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 164.240 | 11,69 | 30.266 | 16,05 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.118 | 24,43 | 1.127 | 29,24 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 15.866 | 5,28 | 2.926 | 9,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.134 | 2,12 | 762 | 5,99 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 123 | 0,82 | 23 | 4,76 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 105.266 | 20,58 | 19.398 | 25,28 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1.926 | 0,57 | 355 | 4,42 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1.258 | 232 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 9.123 | 3,54 | 1.681 | 4,09 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 103.675 | 0,93 | 19.105 | 4,86 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3.075 | 3,54 | 568 | 7,79 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.977 | 5,94 | 2.576 | 10,04 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 10.669 | 22,65 | 1.966 | 27,50 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 50 | 9 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 41.197 | 7.592 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.771 | 197,62 | 2.722 | 209,32 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 8.019 | 1.478 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 3 | 1 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 299.602 | 0,67 | 57.134 | 3,62 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159.181 | 21,71 | 29.334 | 26,45 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 5.949 | 7,87 | 1.096 | 12,07 | ||||
| 2026-05-14 | 13F/A | Empirical Finance, LLC | 13.181 | 2.429 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 63.354 | 2,66 | 11.675 | 6,66 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 1.701 | 313 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 15.900 | 14,39 | 2.930 | 18,86 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4.039 | 0,90 | 744 | 4,79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.326 | 797 | ||||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 2.847 | 0,49 | 525 | 4,38 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 61.840 | 650,49 | 11.396 | 679,95 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.878 | 2,01 | 346 | 6,13 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 17.513 | 0,40 | 3.227 | 4,33 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 7.477 | 7,52 | 1.378 | 11,68 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 54.916 | 0,00 | 10.120 | 3,89 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 7.810 | 80,83 | 1.439 | 87,86 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 53.273 | 9.817 | ||||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 54.009 | 44,63 | 9.953 | 50,26 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 23.149 | 0,06 | 4.266 | 3,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24.837 | 3,54 | 4.577 | 7,57 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 52.670 | 17,34 | 9.706 | 21,92 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 13.183 | 95,04 | 2.429 | 118,63 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11.097 | 4,96 | 2.045 | 1,19 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 3.016 | 0,03 | 556 | 3,93 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 39.456 | 8,49 | 6.998 | 10,22 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 132 | 24 | ||||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1.091 | 201 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 127.800 | 0,82 | 23.551 | 4,75 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 89.943 | 3,27 | 17.266 | 7,34 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 7.809 | 1,07 | 1.439 | 5,04 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.968 | 7,77 | 547 | 11,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14.008 | 19,86 | 2.580 | 24,41 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 2.767 | 10,06 | 510 | 14,38 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 5.841 | 22,43 | 1.076 | 27,19 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.123 | 0,81 | 946 | 4,88 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3.570 | 7,95 | 658 | 12,12 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3.772 | 1,45 | 695 | 5,46 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.938 | 9,54 | 726 | 13,81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 16.051 | 0,15 | 2.958 | 4,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 670 | 6,36 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 1.513 | 0,07 | 279 | 3,73 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 11.924 | 2.197 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 424.294 | 1,48 | 78.189 | 5,43 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 10.950 | 0,87 | 2.018 | 4,78 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 3.213 | 0,41 | 593 | 4,59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11.434 | 0,59 | 2.107 | 4,51 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 3.315 | 23,93 | 611 | 28,69 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.927 | 2,77 | 541 | 6,92 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 34.087 | 12,42 | 6.282 | 16,81 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.045 | 5,03 | 377 | 8,99 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 4.808 | 0,04 | 886 | -2,53 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 56 | ||||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 2.164 | 0,98 | 399 | 4,74 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 15.597 | 0,46 | 2.874 | 4,40 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 505.528 | 2,99 | 93.177 | 7,01 | ||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 21.162 | 1,53 | 3.900 | 5,46 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5.088 | 3,82 | 938 | 7,83 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 27.494 | 74,12 | 5.067 | 80,96 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12.342 | 9,87 | 2.274 | 14,16 | ||||
| 2026-04-21 | 13F | Creekside Partners | 4.027 | 0,15 | 742 | 4,07 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 63.297 | 0,29 | 11.664 | 4,20 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 23.318 | 0,11 | 4.297 | 4,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3.459 | 0,06 | 637 | 3,92 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 663 | 118 | ||||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 13.260 | 26,73 | 2.444 | 31,70 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 4.125 | 5,77 | 760 | 9,99 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.674 | 0,07 | 1.598 | 3,97 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 92.531 | 1,61 | 17.052 | 5,57 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 | 0 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.644 | 0,43 | 303 | 4,48 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 12.132 | 1,07 | 2.236 | 4,98 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.724 | 30,80 | 686 | 30,17 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1.111 | 205 | ||||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 3.086 | 58,42 | 569 | 64,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 5.470 | 1.008 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 8.575 | 76,66 | 1.521 | 79,46 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 30.101 | 0,25 | 5.547 | 4,17 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 28.549 | 1,92 | 5.261 | 5,90 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 21.901 | 4.036 | ||||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 110.890 | 0,24 | 20.435 | 4,14 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 77 | 2,67 | 14 | 7,69 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 945 | 168 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 569 | 3,83 | 105 | 7,22 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 63.399 | 60,21 | 11.683 | 66,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 123.389 | 0,16 | 22.729 | 4,03 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 227 | 0,44 | 42 | 2,50 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 50.825 | 62,27 | 9.366 | 68,60 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 66 | 12 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3.547 | 18,23 | 654 | 22,74 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 7.769 | 1.432 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.090.118 | 6,57 | 200.887 | 10,72 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 18.768 | 2,37 | 3.459 | 6,37 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 39.962 | 137,25 | 7.364 | 146,53 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38.635 | 6,73 | 7.120 | 10,89 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.443 | 21,10 | 634 | 25,79 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 18.868 | 2,50 | 3.477 | 2,21 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2.470 | 0,12 | 455 | 4,12 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2.609 | 0,54 | 481 | 4,35 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 8.600 | 2,58 | 1.585 | 6,52 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 5.963 | 35,00 | 1.099 | 40,23 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.045.730 | 6,78 | 192.707 | 10,94 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 9.627 | 5,79 | 1.774 | 9,91 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 2.247 | 0,54 | 414 | 4,55 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 1.221.139 | 10,61 | 225.031 | 14,92 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 48.666 | 8.968 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 10.801 | 0,98 | 1.990 | 4,90 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 1.098 | 202 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1.462 | 0,48 | 269 | 4,26 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 68.837 | 3,85 | 12.685 | 7,89 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 1.642 | 1,67 | 303 | 5,59 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 40.060 | 2,45 | 7.382 | 6,45 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 177.550 | 26,67 | 32.719 | 31,61 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 6.623 | 27,34 | 1.220 | 32,32 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2.900 | 1,36 | 534 | 5,33 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7.832 | 0,27 | 1.443 | 4,19 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1.117 | 206 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 391 | 24,52 | 72 | 157,14 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 2.876 | 76,44 | 530 | 83,39 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 44.019 | 60,42 | 8.112 | 66,69 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 1.713 | 304 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.590 | 10,66 | 1.214 | 14,96 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3.214 | 0,12 | 592 | 4,04 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 176 | 0,57 | 32 | 3,23 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.143 | 0,19 | 395 | -0,51 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 899.090 | 6,12 | 165.684 | 10,26 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.958 | 59,01 | 1.098 | 65,21 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 104.091 | 0,22 | 19.182 | 4,12 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 6.447 | 17,37 | 1.188 | 21,97 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.140.038 | 5,99 | 762.926 | 10,12 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 57.682 | 0,57 | 10.630 | 4,49 | ||||
| 2026-01-29 | 13F | Comerica Bank | 55.450 | 0,87 | 9.835 | 2,48 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.380 | 88,51 | 991 | 95,85 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 46.253 | 2,44 | 8.524 | 6,43 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 57.117 | 2,08 | 10.799 | 8,82 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 32.963 | 11,75 | 6.074 | 16,09 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1.925 | 355 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.644 | 1,15 | 487 | 5,18 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3.036 | 17,99 | 559 | 22,59 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 6.239 | 209,17 | 1.150 | 221,85 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 25.561 | 57,89 | 4.710 | 64,05 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 146.890 | 0,82 | 27.069 | 4,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.950 | 566 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 2.994 | 8,24 | 552 | 12,45 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 80.372 | 0,28 | 14.811 | 4,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 193.521 | 550,49 | 34.325 | 560,97 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 1.437 | 25,94 | 265 | 30,69 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2.230 | 10,07 | 411 | 13,26 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 6.418 | 4,04 | 1.183 | 8,04 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 3.338 | 1,00 | 615 | 4,95 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 14.424 | 3,35 | 2.658 | 7,39 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 5.470 | 1,03 | 1.065 | 10,94 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 71.072 | 7,48 | 13.097 | 11,67 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 1.631 | 0,06 | 301 | 4,15 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.114 | 0,18 | 198 | 2,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 5.130 | 5,25 | 945 | 9,38 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 6.290 | 0,35 | 1.159 | 4,32 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 8.308 | 15,32 | 1.531 | 19,81 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 89.711 | 0,28 | 16.532 | 4,19 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 2.813 | 1,66 | 518 | 5,71 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 11.686 | 17,58 | 2.154 | 22,19 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 34.881 | 49,04 | 6.428 | 54,83 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 147.982 | 53,02 | 27.270 | 58,99 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 23.154 | 4.267 | ||||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 2.348 | 428 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 44 | 8 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.071 | 750 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 602 | 111 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.697 | 13,88 | 1.971 | 18,38 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 18.796 | 5,99 | 3.464 | 10,11 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2.167 | 9,72 | 399 | 14,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 173 | 32 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13.675 | 15,62 | 2.520 | 20,17 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 17.744 | 2,20 | 3.270 | 6,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 947 | 78,68 | 175 | 85,11 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 2.076 | 4,85 | 383 | 8,83 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 8.727 | 7,49 | 1.608 | 11,67 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 2.339 | 431 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 7.187 | 11,37 | 1.324 | 15,73 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1.555 | 0,45 | 287 | 4,38 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 552 | 102 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9.869 | 1.819 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.807 | 1,34 | 1.254 | 5,29 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 3.464 | 2,15 | 638 | 6,16 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.121 | 207 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15.950 | 108,88 | 3 | 100,00 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 630 | 392,19 | 116 | 427,27 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.831 | 6,06 | 1.034 | 6,05 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 6.995 | 32,51 | 1.289 | 37,71 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 353 | 292,22 | 65 | 333,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 19.896 | 3.667 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 235.927 | 184,89 | 43.477 | 196,00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.446 | 13,93 | 0 | |||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.549 | 7,29 | 654 | 11,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.326 | 0,08 | 244 | 3,83 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 21.454 | 4,39 | 3.953 | 8,45 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 3.750 | 0,46 | 1 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 2.588 | 0,31 | 477 | 4,16 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 1.102 | 203 | ||||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4.178 | 0,53 | 770 | 4,34 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 50.114 | 2,81 | 9.235 | 6,81 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 1.313 | 242 | ||||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 22.527 | 0,04 | 4.151 | 3,93 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 54 | 10 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.831 | 0,32 | 1.744 | 1,87 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 12.816 | 5,78 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 894 | 0,11 | 165 | 3,80 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 306.169 | 1,89 | 56.421 | 5,86 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 134 | 25 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 1.995 | 0,10 | 368 | 3,97 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 85.754 | 1,79 | 15.803 | 5,76 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 207 | 1,97 | 38 | 5,56 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 283.898 | 6,55 | 48.841 | 3,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.330 | 59,59 | 429 | 66,28 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 8.482 | 2,17 | 1.563 | 6,18 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.819 | 10,77 | 519 | 15,08 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 386 | 0,52 | 71 | 4,41 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 53.709 | 7,83 | 9.897 | 12,03 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 269 | 50 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 6.170 | 69,09 | 1.137 | 75,73 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 20.130 | 20,03 | 3.710 | 24,71 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 30.364 | 83,72 | 5.595 | 90,89 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 545 | 0,18 | 100 | 4,17 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 120.022 | 23,98 | 22.135 | 28,82 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 1.249 | 230 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 8.936 | 0,06 | 1.647 | 3,91 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 602 | 9,26 | 111 | 13,40 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 274.908 | 705,61 | 50.436 | 746,67 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 27.867 | 3,91 | 5.135 | 7,97 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 353.982 | 1,93 | 65.232 | 5,90 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.201 | 221 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 1.154 | 213 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 371 | 0,27 | 68 | 4,62 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1.440 | 265 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 3.029 | 1,37 | 558 | 5,28 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 2.895 | 533 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 184.379 | 1,42 | 29.595 | 5,59 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 71.606 | 14,76 | 13.196 | 19,23 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 10.622 | 0,60 | 1.957 | 4,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.133.089 | 19,26 | 570.843 | 22,51 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 567.194 | 1,44 | 104.522 | 5,40 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 21.256 | 105,55 | 3.917 | 113,58 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 28.449 | 5,70 | 5.243 | 9,83 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 33 | 6 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 5.595 | 0,90 | 1.031 | 4,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.277 | 181,82 | 1.525 | 193,27 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.439 | 14,86 | 634 | 19,21 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 166 | 0,61 | 31 | 3,45 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3.620 | 8,16 | 642 | 18,67 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.556 | 3,70 | 655 | 7,73 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2.704 | 2,31 | 498 | 6,41 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 9.817 | 18,62 | 1.809 | 23,31 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 73.195 | 72,33 | 13.488 | 79,05 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 66.493 | 10,39 | 12.253 | 14,69 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.243 | 9,63 | 411 | 15,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.565 | 18,56 | 288 | 23,08 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 27.772 | 24,30 | 5.118 | 29,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12.316 | 14,68 | 2.272 | 19,14 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1.964 | 23,21 | 362 | 28,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 127 | 23 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 351 | 0,29 | 65 | 3,23 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 31 | 0 | ||||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 1.342 | 0,15 | 247 | 4,22 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 28.848 | 0,40 | 5.316 | 4,32 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9.056 | 1,71 | 1.669 | 5,64 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 105.024 | 0,55 | 19.911 | 7,48 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1.258 | 232 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 10.416 | 1.920 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 69.713 | 2,19 | 12.847 | 6,17 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 12.002 | 0,51 | 2.212 | 4,39 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 33.568 | 3,55 | 6.186 | 7,58 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 49.290 | 1,57 | 9.083 | 5,53 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1.994 | 9,26 | 368 | 13,62 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1.703 | 314 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 383.976 | 0,41 | 69.676 | 2,73 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 26.185 | 8,44 | 4.825 | 11,74 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 1.204 | 222 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 7.008 | 11,13 | 1.291 | 129.000,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.770 | 0,83 | 1.248 | 4,79 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 28.726 | 0,25 | 5.294 | 4,15 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4.898 | 1,58 | 903 | 5,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 49.413 | 2,48 | 9.106 | 6,47 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2.610 | 0,35 | 481 | 4,12 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 966 | 178 | ||||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 181.234 | 1,34 | 33.398 | 5,29 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.850 | 1,41 | 1.570 | 2,48 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 82.300 | 14,05 | 15.166 | 18,49 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1.992 | 367 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1.484 | 273 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 506 | 91,67 | 93 | 102,17 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1.227 | 226 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 2.274 | 4,55 | 419 | 3,97 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 141.417 | 12,39 | 26.067 | 16,85 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3.659 | 674 | ||||||
| 2026-04-13 | 13F | Trust Co | 260.990 | 0,73 | 48.095 | 4,65 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 1.399 | 2,19 | 258 | 6,20 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1.648 | 16,71 | 304 | 21,20 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 72 | 13 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 18.848 | 11,20 | 3.473 | 15,54 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 13.235 | 142,67 | 2.439 | 152,12 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10.039 | 53,29 | 1.850 | 59,26 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 8.143 | 1,61 | 1.501 | 5,56 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 10.066 | 2,32 | 1.855 | 6,36 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 121 | 22 | ||||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.917 | 0,95 | 353 | 5,06 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4.707 | 0,02 | 867 | 3,96 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 16.374 | 17,35 | 3.017 | 21,95 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1.431 | 3,17 | 264 | 6,91 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4.089 | 108,73 | 754 | 117,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1.971 | 363 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 1.276 | 0,24 | 235 | 4,44 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 10.455 | 5,87 | 1.927 | 9,99 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 284 | 0,35 | 52 | 4,00 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 6.258 | 0,94 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 49.265 | 200,03 | 9.079 | 211,74 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 68.776 | 129,77 | 12.674 | 138,71 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 58.505 | 6,65 | 11 | 11,11 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 129.093 | 11,05 | 23.789 | 15,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 21.203 | 1,66 | 3.907 | 5,62 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.168 | 215 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3.015 | 2,73 | 556 | 6,73 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 20.909 | 4 | ||||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 215 | 40 | ||||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 5.387 | 0,54 | 993 | 4,42 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 827 | 18,65 | 0 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 164 | 30 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 332 | 61 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 6.614 | 2,18 | 1.219 | 6,10 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 101 | 19 | ||||||
| 2026-04-09 | 13F | Kwmg, Llc | 207.042 | 1,76 | 38.154 | 5,73 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5.702 | 40,69 | 1.051 | 46,24 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 22.545 | 4,52 | 4.155 | 8,60 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 20.182 | 9,59 | 3.719 | 13,87 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 1.187 | 219 | ||||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 21.791 | 5,05 | 4.016 | 9,13 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2.658 | 490 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 32.737 | 1,90 | 6.033 | 5,86 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.061 | 927,18 | 564 | 984,62 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 32.337 | 2,98 | 5.959 | 7,00 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 108.479 | 3,65 | 19.991 | 7,69 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.547 | 37,85 | 654 | 43,20 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 87 | 148,57 | 16 | 166,67 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 2.930 | 7,60 | 540 | 11,83 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 17.811 | 0,08 | 3 | 0,00 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 328 | 0,92 | 60 | 5,26 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 15.393 | 20,08 | 2.842 | 19,66 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 3.033 | 3,23 | 559 | 7,10 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 209.002 | 4,51 | 38.521 | 8,58 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1.430 | 1,42 | 264 | 5,20 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.108.677 | 6,77 | 204.307 | 10,93 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 5.729 | 1.056 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 295.737 | 0,45 | 54.498 | 4,36 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 4.246 | 12,09 | 782 | 16,54 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.048 | 50,79 | 195 | 56,45 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 76.180 | 2,53 | 14.038 | 6,52 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5.541 | 209,90 | 1.021 | 222,08 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1.630 | 9,03 | 300 | 13,21 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 22.094 | 1,54 | 4.071 | 5,49 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 42.976 | 6,41 | 7.920 | 10,55 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4.214 | 8,41 | 1 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 38 | 7 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 699 | 0,14 | 129 | 4,07 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 4.859 | 1,74 | 895 | 5,67 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.454 | 8,95 | 2.664 | 13,17 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 26.385 | 0,86 | 4.862 | 4,78 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 165.912 | 51,89 | 30.574 | 57,80 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 11.994 | 2.210 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 28.512 | 0,58 | 5.254 | 4,49 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 10.979 | 13,22 | 2.023 | 17,68 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.418 | 0,04 | 446 | 3,97 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 14.516 | 2,61 | 2.575 | 4,25 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 275.034 | 2,33 | 50.617 | 6,18 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8.062 | 35,36 | 1.486 | 39,44 | ||||
| 2026-04-16 | 13F | Friday Financial | 6.910 | 3,88 | 1.273 | 7,97 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 6.515 | 4,93 | 1.201 | 8,99 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70.773 | 1,10 | 13.042 | 5,04 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 2.103 | 0,48 | 388 | 4,31 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 9.769 | 0,66 | 1.800 | 4,59 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 82.308 | 37,39 | 15.168 | 42,75 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 224 | 0,45 | 41 | 5,13 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.464 | 42,43 | 638 | 48,03 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 46 | 8 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 3.046 | 21,50 | 561 | -5,71 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.030 | 1,68 | 190 | 5,59 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1.170 | 0,43 | 216 | 4,37 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 1.145 | 0,53 | 211 | 4,48 | ||||
| 2026-05-07 | 13F | Conquis Financial Llc | 30.375 | 5,24 | 5.874 | 14,73 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 1.130 | 208 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 4 | 1 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 34.245 | 7,60 | 6.311 | 11,78 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5.081 | 1,40 | 936 | 5,41 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.795 | 144,37 | 699 | 154,18 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.088 | 201 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 290.862 | 6,82 | 53.600 | 111.566,67 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 292 | 10,19 | 54 | 12,77 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 18.790 | 15,02 | 3 | 50,00 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.230 | 0,03 | 595 | 4,02 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 125 | 14,68 | 23 | 21,05 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 7.835 | 16,59 | 1.572 | 31,99 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 132.621 | 62,80 | 24.440 | 69,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.106 | 4,37 | 1.678 | 8,47 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 136 | 325,00 | 25 | 400,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.093.935 | 1,74 | 201.590 | 5,70 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 1.172 | 0,34 | 216 | 2,87 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12.257 | 497,61 | 2.259 | 522,04 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 909 | 8,99 | 168 | 13,61 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 80.082 | 2,92 | 15 | 7,69 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4.590 | 111,03 | 846 | 4,19 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 36.452 | 34,99 | 6.716 | 40,24 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 2.082 | 78,41 | 384 | 85,92 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 659.620 | 62,58 | 121.621 | 68,84 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.089 | 0,09 | 201 | -0,50 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 51.097 | 96,95 | 9.416 | 104,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.205.341 | 6,23 | 222.120 | 10,36 |
