Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Index Funds - Vanguard Mid-Cap Growth ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Sharp Financial Services, LLC, Junk Investment Group, LLC, Arch Global Advisors, LLC, Baltimore-Washington Financial Advisors, Inc., Evergreen Wealth Solutions, LLC, Park National Corp /oh/, Baer Investment Advisory LLC, Gateway Wealth Partners, LLC, Chilton Investment Co Llc, Linscomb & Williams, Inc., Spartan Wealth Advisory Services LLC, Vanguard Advisers Inc, Heirloom Wealth Management, TRB Wealth Management, LLC, Phillip James Consulting Co., LightSquare Wealth Management, LLC, Calamos Advisors LLC, Clarity Financial LLC, und Greenwood Gearhart Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13.376 | 3,76 | 3.442 | -4,34 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 220 | 0 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14.721 | 4,78 | 3.788 | -3,39 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7 | 2 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10.600 | 2.728 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.753 | 44,70 | 2.510 | 33,39 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 2.110 | 0,14 | 543 | -7,65 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 19.190 | 0,98 | 4.939 | -6,90 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 137.840 | 35,94 | 35.914 | 26,89 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1.281 | 9,30 | 330 | 0,61 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.509 | 5,16 | 646 | -3,15 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 787 | 203 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.910 | 7,18 | 749 | -1,19 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2.442 | 44,58 | 628 | 33,33 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 3.890 | 0,03 | 1.001 | -7,74 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 21.676 | 6,06 | 5.578 | -2,21 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.884 | 7,87 | 2.544 | -0,55 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4.577 | 1.178 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.553 | 8,22 | 914 | -0,22 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 92.668 | 15,58 | 23.848 | 6,56 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 7.849 | 2.020 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3.097 | 0,19 | 797 | -7,66 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 44.134 | 3,97 | 11.358 | -4,15 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 541.051 | 139.239 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20.967 | 9,91 | 5.396 | 1,31 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 5.081 | 1.308 | ||||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 4.999 | 0,24 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 9.922 | 128,30 | 2.553 | 110,47 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 10 | 3 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12.540 | 13,75 | 3.227 | 4,87 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54.919 | 3,16 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.114.697 | 0,96 | 286.867 | -6,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 90.629 | 4,85 | 23 | -4,17 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1.836 | 0,55 | 472 | -7,27 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 3.364 | 8,90 | 866 | 0,35 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.046 | 10,81 | 269 | 2,28 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 804 | 0,12 | 207 | -8,04 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.526 | 1,25 | 1.165 | -6,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.002 | 1,21 | 772 | -6,76 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 1.294 | 18,07 | 333 | 9,18 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 41.083 | 1,04 | 10.573 | -6,85 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 171 | 21,28 | 44 | 12,82 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 842 | 0,12 | 217 | -7,69 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 800 | 222 | ||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 1.232 | 317 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 77.094 | 2,32 | 19.840 | -5,66 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 9.853 | 49,24 | 2.536 | 37,55 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 38.409 | 15,78 | 9.885 | 6,74 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4.854 | 0,02 | 1.249 | -7,75 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 3.562 | 9,20 | 917 | 0,66 | ||||
| 2026-05-14 | 13F | Bank of Marin | 2.482 | 9,97 | 639 | 1,27 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 966 | 2,01 | 249 | -6,06 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 13.213 | 4,04 | 3.400 | -4,09 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3.978 | 1.024 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 2.421 | 0,96 | 623 | -7,03 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 500 | 233,33 | 129 | 212,20 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 2.054 | 6,54 | 529 | -1,86 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14.194 | 1.069,19 | 3.653 | 980,47 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 6.661 | 18,48 | 1.714 | 9,24 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 17.509 | 3,02 | 4.506 | -5,04 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 129 | 86,96 | 33 | 73,68 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 11.201 | 4,42 | 2.883 | -3,74 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8.775 | 3,45 | 2.258 | -4,60 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.119.923 | 5,64 | 288.212 | -2,61 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1.561 | 16,58 | 402 | 7,51 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.401 | 6.905,00 | 360 | 7.100,00 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 21.064 | 5.421 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17.063 | 29,34 | 4.391 | 19,26 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3.628 | 45,94 | 934 | 34,44 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 498 | 2,26 | 128 | -5,19 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 73.754 | 87,97 | 18.980 | 73,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5.902 | 3,93 | 1.519 | -4,23 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1.841 | 0,05 | 474 | -7,80 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 41.639 | 15,34 | 10.716 | 6,34 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 45.227 | 42,84 | 11.670 | 32,05 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6.592 | 22,89 | 1.697 | 13,29 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 36.928 | 5,11 | 9.504 | -3,09 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 28.781 | 1,19 | 7.407 | -6,71 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.319 | 31,99 | 597 | 21,63 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 3.333 | 858 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 797 | 205 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 1.469 | 0,20 | 378 | -7,58 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.700 | 4,43 | 1.724 | -3,69 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 2.025 | 61,61 | 521 | 49,28 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.356 | 21,42 | 1 | |||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2.722 | 43,04 | 700 | 31,83 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 10.540 | 5,07 | 2.713 | -3,14 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 113.184 | 4,01 | 29.128 | -4,11 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1.497 | 0,20 | 385 | -7,67 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 46.341 | 1,19 | 12.074 | -5,54 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 3.226 | 830 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 6.350 | 0,03 | 1.634 | -7,74 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 4.228 | 1,20 | 1.088 | -6,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 14.666 | 3.774 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 385 | 99 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 9.480 | 0,15 | 2.440 | -7,68 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.997 | 26,65 | 1.543 | 16,81 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15.654 | 47,17 | 4.029 | 35,67 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.328 | 0,21 | 856 | -7,66 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 32.312 | 0,75 | 8.315 | -7,12 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 38.663 | 3,66 | 9.950 | -4,44 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 41 | 17,14 | 11 | 11,11 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 24.480 | 7,00 | 6.300 | -1,36 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 39.759 | 22,82 | 10.359 | 12,15 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 85.868 | 3,73 | 22 | -4,35 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 18.638 | 2,95 | 4.796 | -5,09 | ||||
| 2026-05-11 | 13F | Commerce Bank | 53.970 | 9,14 | 13.889 | 0,62 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 4.877 | 1.255 | ||||||
| 2026-04-15 | 13F | Planning Directions Inc | 20.690 | 2,76 | 5.325 | -5,27 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16.649 | 1,80 | 4.285 | -6,16 | ||||
| 2026-05-01 | 13F | American Trust | 1.849 | 65,68 | 476 | 52,73 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 4.238 | 0,67 | 1.201 | 0,59 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 167.203 | 9,37 | 43.030 | 0,83 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 18.889 | 111,81 | 4.861 | 91,68 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 1.245 | 0,24 | 320 | -7,51 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2.625 | 21,64 | 675 | 12,13 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155.125 | 8,29 | 39.921 | -0,17 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.340 | 35,26 | 602 | 24,90 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.295 | 0,15 | 333 | -7,50 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 55.806 | 6,34 | 14.362 | -1,97 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 4.433 | 451 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13.835 | 9,01 | 3.560 | 0,51 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4.100 | 1,89 | 1.055 | -6,06 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4.309 | 5,54 | 1.109 | -5,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.697 | 0,94 | 1.466 | -6,92 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 84.223 | 1,36 | 22.830 | -1,58 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 10.711 | 2,64 | 2.756 | -5,36 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 21.654 | 5.573 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 2.074 | 0,14 | 534 | -7,79 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2.208 | 5,39 | 568 | -2,91 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3 | 1 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 4.666 | 0,19 | 1.201 | -7,62 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2 | 1 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 30.962 | 6,10 | 7.968 | -2,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 27.555 | 2,23 | 7.091 | -5,74 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3.383 | 871 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9.141 | 0,01 | 2.353 | -7,80 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 45.961 | 0,76 | 11.828 | -7,12 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 845 | 218 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 76.163 | 16,71 | 19.601 | 7,60 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 974 | 251 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88.735 | 22,88 | 22.836 | 13,29 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2.744 | 20,88 | 706 | 11,53 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 755 | 27,97 | 194 | 18,29 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 5.669 | 15,29 | 1.459 | 6,27 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 7.331 | 4,76 | 1.887 | -1,62 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3.157 | 6,51 | 813 | -1,81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 8.929 | 0,54 | 2.298 | -7,30 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 45.861 | 41,70 | 11.802 | 30,64 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 9.471 | 0,03 | 2.437 | -7,79 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 283 | 0,35 | 73 | -8,86 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.722 | 5,67 | 701 | -2,64 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 33.059 | 7,52 | 8.508 | -0,87 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 12.129 | 0,61 | 3.121 | -7,22 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6.502 | 7,36 | 1.673 | -1,01 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 88.407 | 1,53 | 22.752 | -6,40 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.169 | 41,89 | 1.330 | 30,91 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 97.828 | 1,74 | 25.176 | -6,20 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 6.393 | 8,65 | 1.645 | 0,18 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 1.531 | 12,91 | 394 | 4,23 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 3.794 | 17,90 | 977 | 8,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12.232 | 4,74 | 3.148 | -3,44 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 39.783 | 12,58 | 10.238 | 3,80 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 24.677 | 0,16 | 6.351 | -7,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 463 | -23,09 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 6.418 | 1.652 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9.419 | 32,98 | 2.424 | 22,61 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 443 | 44,30 | 114 | 34,12 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.981.930 | 0,33 | 767.400 | -7,50 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.165 | 3,83 | 300 | -4,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 44.050 | 1,09 | 11.336 | -6,80 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 201.988 | 10,42 | 52.001 | 1,80 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 24.393 | 16,37 | 6.278 | 7,28 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 12.512 | 17,70 | 3.220 | 8,49 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 988 | 0,82 | 254 | -6,96 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 12.913 | 17,04 | 3.323 | 7,92 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13.768 | 336,11 | 3.561 | 304,09 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10.156 | 5,67 | 2.737 | 2,01 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 183 | 47 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.536 | 442 | ||||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 1.017 | 262 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 49.979 | 7,51 | 12.863 | -0,88 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 8.223 | 17,57 | 2.116 | 8,40 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 77 | 1,32 | 22 | 4,76 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.643 | 16,33 | 680 | 7,26 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 9.706 | 9,95 | 2.498 | 1,34 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 60.378 | 8,48 | 15.538 | -1,13 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 67 | 17 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 441 | 60,36 | 115 | 50,00 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5.813 | 5,94 | 1.496 | -2,35 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 786 | 202 | ||||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 9.504 | 1.098,49 | 2.446 | 1.006,33 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 4.927 | 2,71 | 1.268 | -5,31 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 47.883 | 9,40 | 12.323 | 0,85 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 180 | 46 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.923 | 1.932 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 38 | 2,70 | 10 | -10,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.862 | 69,43 | 479 | 56,54 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 41.924 | 9,74 | 10.789 | 1,17 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 613 | 158 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1.348 | 5,23 | 347 | -3,08 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 199 | 51 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 6.989 | 22,10 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 44.070 | 65,62 | 11.341 | 52,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62.560 | 8,00 | 16.100 | -0,43 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2.371 | 1,54 | 610 | -6,30 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 45 | 12 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 3.795 | 4,46 | 1 | -100,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.121 | 3,28 | 803 | -4,74 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2.595 | 0,08 | 648 | -11,49 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 29.359 | 7.555 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 11.934 | 3,48 | 3.071 | -4,60 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 977 | 7,36 | 251 | -1,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.955 | 20,09 | 503 | 10,79 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 498 | 5,29 | 128 | -3,03 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 717.522 | 6,69 | 184.654 | -1,64 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9.404 | 11,17 | 2.420 | 2,50 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 110 | 28 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 513.751 | 1,91 | 132.218 | -6,05 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 33.913 | 100,74 | 9 | 100,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 191 | 12,35 | 49 | 4,26 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4.981 | 14,95 | 1.282 | 6,04 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 660.319 | 45,20 | 169.933 | 33,86 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 15.532 | 3.997 | ||||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4.912 | 12,45 | 1.264 | 3,69 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 735 | 15,75 | 210 | 18,64 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 22.339 | 1,84 | 5.749 | -6,11 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 2.646 | 1,22 | 681 | -6,72 | ||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 30.511 | 3,54 | 7.853 | -4,55 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 1.670 | 4,70 | 430 | -3,60 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 10.642 | 2,17 | 2.739 | -5,81 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 3.504 | 3,45 | 902 | -4,66 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 854 | 238 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.320 | 1,93 | 340 | -6,09 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 37.115 | 2,27 | 9.552 | -5,71 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 46.473 | 4,94 | 11.960 | -3,25 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12 | 3 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 170.872 | 0,31 | 43.971 | -7,52 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.987 | 0,97 | 512 | -6,92 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 279 | 72 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8.815 | 25,87 | 2.269 | 16,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 36.299 | 2,35 | 10.132 | -2,75 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 191.261 | 579,89 | 49.177 | 495,08 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.551.126 | 10,37 | 399.182 | 1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7.762 | 76,81 | 2.167 | 68,04 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 5.557 | 1.430 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 21.521 | 16,28 | 5.538 | 7,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 4.230 | 5,67 | 1.089 | -2,60 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 993 | 256 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 1.479 | 0,07 | 381 | -7,77 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.661 | 8,05 | 1.714 | -0,35 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 127 | 41,11 | 33 | 28,00 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 2.059 | 530 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 104.402 | 11,60 | 26.868 | 2,89 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.423 | 395 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 748 | 216 | ||||||
| 2026-04-02 | 13F | Hilltop National Bank | 5.767 | 0,61 | 1.484 | -7,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 174.148 | 676,30 | 48.612 | 637,65 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.495 | 5,49 | 899 | -3,75 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20.532 | 118,05 | 5.284 | 101,03 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.157.636 | 2,61 | 555.268 | -5,40 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 8.455 | 6,39 | 2.176 | -1,94 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 3.360 | 12,37 | 865 | 3,60 | ||||
| 2026-04-13 | 13F | Trust Co | 159.559 | 3,35 | 41.063 | -4,72 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 5.231 | 4,52 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 1.532 | 428 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.042 | 160,46 | 525 | 140,83 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 4.289 | 18,48 | 1.104 | 9,21 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14.884 | 8,89 | 3.830 | 0,39 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.206 | 0,05 | 568 | -7,80 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 15.302 | 0,19 | 3.938 | -7,65 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 12.880 | 3.315 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 1.123 | 27,04 | 289 | 17,48 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13.769 | 23,47 | 3.543 | 13,85 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 6.301 | 0,02 | 1.622 | -7,79 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 357.505 | 2,39 | 91.978 | -5,60 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 57.328 | 0,87 | 14.753 | -7,00 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 1.277 | 329 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 21.101 | 1,52 | 5.431 | -6,40 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 97.686 | 5,51 | 25.139 | -2,73 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6.285 | 2,36 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 998 | 14,98 | 257 | 5,79 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 13.534 | 0,10 | 3.483 | -9,51 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.109 | 0,02 | 2.344 | -7,79 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2 | 1 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 818 | 2,76 | 211 | -5,41 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 9.776 | 2.516 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4.391 | 24,78 | 1.130 | 14,97 | ||||
| 2026-05-12 | 13F | Creative Planning | 141.817 | 2,35 | 36.497 | -5,64 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4.095 | 32,31 | 1.054 | 22,02 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 200 | 51 | ||||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 89.466 | 77,85 | 23.024 | 63,97 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.775 | 2.516 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 3.473 | 4,23 | 894 | -3,98 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 11.213 | 0,01 | 2.886 | -7,80 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 3.517 | 0,92 | 905 | -6,89 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 114 | 245,45 | 29 | 222,22 | ||||
| 2026-04-15 | 13F | City Holding Co | 6.248 | 3,22 | 1.608 | -4,85 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.128 | 0,34 | 1.577 | -7,51 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23.451 | 0,42 | 6.035 | -7,41 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 921 | 237 | ||||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 2.206 | 568 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 929 | 104,18 | 239 | 88,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 197.788 | 5,88 | 8.796 | -83,13 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 52.570 | 2,83 | 13.529 | -5,20 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 211 | 2,43 | 54 | -5,26 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10.270 | 9,61 | 2.643 | 1,03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20.689 | 13,40 | 5.324 | 4,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 62.227 | 8,80 | 17.370 | 3,37 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 903 | 21,53 | 232 | 12,08 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 12 | 3 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 10.344 | 36,11 | 2.662 | 25,51 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 59.617 | 25,38 | 15.355 | 15,60 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 8.834 | 2.273 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 1.105.967 | 3,50 | 284.620 | -4,58 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 2.655 | 13,66 | 771 | 23,79 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.276 | 123,09 | 1.358 | 105,61 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.548 | 13,32 | 3.229 | 4,50 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 208.751 | 2,73 | 53.722 | -5,29 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 5.463 | 0,02 | 1.406 | -7,81 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3.952 | 25,58 | 1.017 | 15,83 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.036.302 | 17,38 | 261.557 | 6,13 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16.249 | 3,70 | 4.182 | -4,39 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 106.626 | 11,98 | 27.440 | 3,24 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14.739 | 3,96 | 3.793 | -4,14 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 5.083 | 15,44 | 1.419 | 9,67 | ||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 40.500 | 10,96 | 10.423 | 2,30 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 14.342 | 109,49 | 3.691 | 93,19 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 272.682 | 13,27 | 70.175 | 4,43 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7.807 | 100,75 | 2.009 | 85,16 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 55.915 | 165,15 | 14.390 | 144,46 | ||||
| 2026-05-05 | 13F | PFG Advisors | 11.849 | 12,27 | 3.049 | 3,53 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 49.552 | 11,27 | 12.752 | 2,58 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 63.850 | 93,54 | 16.432 | 78,42 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 619 | 24,55 | 159 | 15,22 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 46.951 | 0,86 | 12.083 | -7,02 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.124 | 7,40 | 2.864 | -1,00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.437 | 627 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 18.604 | 4,48 | 4.788 | -4,05 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 1.024 | 0,20 | 268 | -3,26 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 366 | 37,59 | 94 | 27,03 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 56.473 | 2,04 | 14.533 | -5,92 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 7.399 | 1,30 | 1.904 | -6,58 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 22.292 | 3,91 | 5.737 | -4,21 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 1.474 | 380 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.910 | 261,06 | 492 | 234,01 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2.334 | 2,82 | 601 | -5,21 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11.543 | 16,40 | 2.971 | 6,19 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.521 | 1,98 | 649 | -6,09 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 1.010 | 30,15 | 260 | 19,91 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 2.608 | 13,00 | 671 | 4,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 17.728 | 2,04 | 4.562 | -5,92 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 948 | 23,60 | 244 | 14,02 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 1.081 | 278 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 8.429 | 2,18 | 2.169 | -5,78 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 739 | 7,57 | 206 | 1,98 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 2.004 | 0,20 | 516 | -7,71 | ||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 1.042.640 | 5,93 | 268.323 | -2,34 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 46.776 | 2,73 | 12.038 | -5,29 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 843 | 4,98 | 217 | -3,57 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 395 | 0,25 | 102 | -8,18 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 4.941 | 0,18 | 1.272 | 127.100,00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 28.451 | 5,98 | 7.322 | -2,30 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 14.814 | 48,44 | 3.812 | 36,88 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 1.269 | 11,02 | 327 | 2,19 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 305 | 35,56 | 78 | 25,81 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 184 | 6,36 | 47 | -2,08 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 50 | 13 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 10 | 3 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 73.021 | 13,44 | 18.792 | 4,58 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.917 | 12,98 | 1.008 | 4,24 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 28.123 | 0,26 | 7.237 | -7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 53.945 | 4,75 | 13.883 | -3,44 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1.210 | 2,37 | 311 | -5,47 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 1.463 | 11,42 | 377 | 1,62 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 8.850 | 156,37 | 2.278 | 136,45 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4.903 | 0,06 | 1.262 | -7,75 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.391 | 17,58 | 873 | 8,32 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1.051 | 0,10 | 270 | -7,53 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 1.596 | 7,77 | 411 | -0,73 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 112.085 | 28.845 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.208 | 19,96 | 311 | 10,68 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1.664 | 0,12 | 428 | -7,56 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 106.271 | 9,24 | 27.349 | 0,71 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.090 | 0,09 | 281 | -7,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3.500 | 288,89 | 901 | 258,57 | |||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 9.565 | 765,61 | 2.462 | 699,03 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7.910 | 15,27 | 2.036 | 6,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 1.700 | 437 | |||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 818 | 1,24 | 210 | -6,67 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.796 | 10,45 | 1 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6.852 | 0,41 | 1.763 | -7,41 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 33.365 | 2,98 | 8.586 | -5,05 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 269 | 0,37 | 69 | -6,76 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 9.503 | 2.446 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 28.748 | 10,69 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 3.826 | 0,34 | 985 | -7,52 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 28.643 | 16,26 | 7.371 | 7,20 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1.457 | 35,66 | 375 | 25,08 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 90 | 23 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12.404 | 0,10 | 3.192 | -7,72 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 549 | 0,37 | 141 | -7,24 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 3.326 | 856 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 25.396 | 2,51 | 6.536 | -5,50 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.545 | 47,56 | 398 | 35,96 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 1.156 | 1,40 | 297 | -6,60 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 1.316 | 0,23 | 339 | -7,65 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 603 | 338 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1.578 | 415 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 31.541 | 22,18 | 8 | 14,29 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.627 | 9,34 | 419 | 0,72 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 300 | 75 | ||||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 11 | 3 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 914 | 2,81 | 235 | -5,24 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 142.518 | 3,41 | 36.677 | -4,66 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 11.302 | 0,06 | 2.909 | -7,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26.427 | 3.166,63 | 6.801 | 2.922,22 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 129.031 | 13,53 | 33.212 | 4,66 | ||||
| 2026-05-15 | 13F | Fmr Llc | 251.952 | 0,68 | 64.840 | -7,18 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 20.068 | 1,10 | 5.165 | -6,79 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5.500 | 2,94 | 1.415 | -5,10 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 832 | 214 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 2.247 | 578 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 11.366 | 4,28 | 3 | -33,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.674.562 | 3,67 | 430.949 | -4,42 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3.337 | 2,61 | 859 | -5,40 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 1.309 | 1,24 | 337 | -6,67 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 287 | 7,49 | 74 | -1,35 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 37.873 | 4,74 | 9.747 | -3,44 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 4.939 | 40,31 | 1.271 | 29,43 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 20.577 | 0,19 | 5.295 | -7,64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 194.570 | 7,22 | 50.073 | -1,15 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 1.144 | 294 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 50.864 | 2,60 | 13.090 | -5,41 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 3.902 | 0,18 | 1.004 | -7,64 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 25 | 6 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1.548 | 19,44 | 398 | 10,25 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 803 | 3,08 | 207 | -5,07 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.499 | 2,18 | 0 | |||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 427 | 110 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1.856 | 24,73 | 478 | 14,94 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6.909 | 91,07 | 1.778 | 76,21 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 780 | 5,41 | 201 | -2,91 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 13.856 | 0,52 | 3.566 | -7,33 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 16.320 | 1,84 | 4.200 | -6,13 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 3.287 | 846 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 27.422 | 222,95 | 7.057 | 197,76 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4.118 | 11,33 | 1.060 | 1,05 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 798 | 0,88 | 205 | -6,82 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 80.285 | 1,62 | 20.623 | -6,48 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 986 | 0,51 | 254 | -7,30 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 860 | 0,12 | 221 | -7,53 | ||||
| 2026-04-16 | 13F | Friday Financial | 4.432 | 6,51 | 1.141 | -1,81 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38.802 | 7,96 | 9.986 | -0,47 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 833 | 1,09 | 214 | -6,96 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.279 | 854,48 | 329 | 789,19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 435 | 625,00 | 112 | 593,75 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 8 | 2 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 29.886 | 19,76 | 7.691 | 10,42 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.049 | 1,16 | 270 | -6,92 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 1.993 | 7,96 | 513 | -0,58 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6.181 | 47,84 | 1.591 | 36,25 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 123 | 0,82 | 32 | -8,82 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 1.405 | 840 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 88.364 | 72,10 | 22.740 | 58,67 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 900.988 | 2,81 | 231.869 | -5,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 67.409 | 9,77 | 17 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9.062 | 313,98 | 2.332 | 281,67 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 6.231 | 11,51 | 1.623 | 4,11 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 2.714 | 0,04 | 698 | -7,79 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 6.758 | 90,63 | 1.739 | 75,83 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 219.081 | 1,78 | 56.380 | -6,16 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12.953 | 0,84 | 3.511 | -4,36 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 23.853 | 24,86 | 6.138 | 15,10 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 187 | 48 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 184.290 | 16,43 | 47.458 | 7,33 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 18.172 | 8,56 | 4.677 | 0,09 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 21 | 5 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1.060 | 103,45 | 273 | 87,59 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 711.923 | 5,35 | 183.213 | -2,87 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 11.852 | 4,90 | 3.373 | 4,20 |
